Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership93,698 shares
Latest Disclosed Value $ 6,006,068
Ameriprise Financial Inc reports 2.53% increase in ownership of MMS / Maximus, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 93,698 shares of Maximus, Inc. (MX:MMS) valued at $6,006,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 91,388 shares of Maximus, Inc.. This represents a change in shares of 2.53% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MAXIMUS COM 577933104 93,698 2,310 2.53 6,006 -23.86 0.0003
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 91,388 -4,426 -4.62 7,889 -9.89 0.0018
2025-11-14 2025-09-30 13F MAXIMUS COM 577933104 95,814 -28,847 -23.14 8,754 0.08 0.0020
2025-08-14 2025-06-30 13F MAXIMUS COM 577933104 124,661 -8,927 -6.68 8,748 -3.97 0.0022
2025-05-14 2025-03-31 13F MAXIMUS COM 577933104 133,588 4,203 3.25 9,109 -5.68 0.0025
2025-02-14 2024-12-31 13F MAXIMUS COM 577933104 129,385 -106,921 -45.25 9,659 -56.13 0.0025
2024-11-14 2024-09-30 13F MAXIMUS COM 577933104 236,306 -34,507 -12.74 22,014 -5.14 0.0056
2024-08-14 2024-06-30 13F MAXIMUS COM 577933104 270,813 -421,719 -60.90 23,209 -60.06 0.0063
2024-05-15 2024-03-31 13F MAXIMUS COM 577933104 692,532 11,547 1.70 58,107 1.75 0.0160
2024-02-14 2023-12-31 13F MAXIMUS COM 577933104 680,985 375,159 122.67 57,107 150.04 0.0171
2023-11-14 2023-09-30 13F MAXIMUS COM 577933104 305,826 -17,870 -5.52 22,839 -16.51 0.0075
2023-08-14 2023-06-30 13F MAXIMUS COM 577933104 323,696 -92,340 -22.20 27,356 -16.45 0.0086
2023-05-22 2023-03-31 13F/A-1 MAXIMUS COM 577933104 416,036 116,105 38.71 32,742 48.86 0.0107
2023-05-15 2023-03-31 13F MAXAR TECHNOLOGIES COM 577933104 416,036 116,105 32,742 0.0020
2023-02-14 2022-12-31 13F MAXIMUS COM 577933104 299,931 -9,857 -3.18 21,995 22.69 0.0075
2022-11-14 2022-09-30 13F MAXIMUS COM 577933104 309,788 -13,421 -4.15 17,927 -11.27 0.0066
2022-08-15 2022-06-30 13F MAXIMUS COM 577933104 323,209 -18,242 -5.34 20,204 -21.05 0.0070
2022-05-16 2022-03-31 13F MAXIMUS COM 577933104 341,451 39,420 13.05 25,591 6.35 0.0076
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 302,031 93,372 44.75 24,064 38.62 0.0067
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 208,659 -32,200 -13.37 17,360 -18.11 0.0055
2021-08-16 2021-06-30 13F MAXIMUS COM 577933104 240,859 -9,728 -3.88 21,198 -4.97 0.0066
2021-05-17 2021-03-31 13F MAXIMUS COM 577933104 250,587 -12,628 -4.80 22,307 15.79 0.0074
2021-02-12 2020-12-31 13F MAXIMUS COM 577933104 263,215 -3,201 -1.20 19,265 5.70 0.0068
2020-11-16 2020-09-30 13F MAXIMUS COM 577933104 266,416 -12,844 -4.60 18,226 -7.35 0.0074
2020-08-14 2020-06-30 13F MAXIMUS COM 577933104 279,260 -37,294 -11.78 19,672 9.60 0.0084
2020-05-15 2020-03-31 13F MAXIMUS COM 577933104 316,554 12,869 4.24 17,949 -20.54 0.0094
2020-02-14 2019-12-31 13F MAXIMUS COM 577933104 303,685 -24,576 -7.49 22,590 -10.92 0.0094
2019-11-14 2019-09-30 13F MAXIMUS COM 577933104 328,261 -56,448 -14.67 25,360 -9.12 0.0114
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 384,709 -13,925 -3.49 27,906 -1.37 0.0125
2019-05-15 2019-03-31 13F MAXIMUS COM 577933104 398,634 29,153 7.89 28,295 17.65 0.0130
2019-02-14 2018-12-31 13F MAXIMUS COM 577933104 369,481 -23,388 -5.95 24,050 -5.91 0.0120
2018-11-14 2018-09-30 13F MAXIMUS COM 577933104 392,869 5,852 1.51 25,560 6.33 0.0089
2018-08-14 2018-06-30 13F MAXIMUS COM 577933104 387,017 -796,825 -67.31 24,038 -69.57 0.0106
2018-05-14 2018-03-31 13F MAXIMUS COM 577933104 1,183,842 678,305 134.18 79,007 118.32 0.0357
2018-02-12 2017-12-31 13F MAXIMUS COM 577933104 505,537 -18,569 -3.54 36,188 7.05 0.0165
2017-11-07 2017-09-30 13F MAXIMUS COM 577933104 524,106 83,036 18.83 33,806 22.37 0.0161
2017-08-10 2017-06-30 13F MAXIMUS COM 577933104 441,070 28,006 6.78 27,625 7.52 0.0138
2017-05-05 2017-03-31 13F MAXIMUS COM 577933104 413,064 17,986 4.55 25,693 16.58 0.0133
2017-02-03 2016-12-31 13F MAXIMUS COM 577933104 395,078 -6,760 -1.68 22,039 -3.03 0.0120
2016-11-08 2016-09-30 13F MAXIMUS COM 577933104 401,838 -215,438 -34.90 22,728 -33.49 0.0127
2016-08-08 2016-06-30 13F MAXIMUS COM 577933104 617,276 318,033 106.28 34,174 116.94 0.0200
2016-05-12 2016-03-31 13F MAXIMUS COM 577933104 299,243 9,506 3.28 15,753 -3.29 0.0094
2016-02-11 2015-12-31 13F MAXIMUS COM 577933104 289,737 -134,420 -31.69 16,289 -35.79 0.0096
2015-11-12 2015-09-30 13F MAXIMUS COM 577933104 424,157 -102,535 -19.47 25,368 -26.74 0.0157
2015-08-13 2015-06-30 13F MAXIMUS COM 577933104 526,692 -63,780 -10.80 34,628 -12.15 0.0197
2015-05-14 2015-03-31 13F MAXIMUS COM 577933104 590,472 -174,071 -22.77 39,416 -5.99 0.0226
2015-02-13 2014-12-31 13F MAXIMUS COM 577933104 764,543 -637,897 -45.48 41,926 -25.51 0.0244
2014-11-14 2014-09-30 13F MAXIMUS COM 577933104 1,402,440 -230,877 -14.14 56,282 -19.90 0.0339
2014-08-13 2014-06-30 13F MAXIMUS COM 577933104 1,633,317 -79,715 -4.65 70,264 -8.57 0.0415
2014-05-14 2014-03-31 13F MAXIMUS COM 577933104 1,713,032 547,786 47.01 76,847 49.94 0.0461
2014-02-14 2013-12-31 13F MAXIMUS COM 577933104 1,165,246 5,793 0.50 51,253 -1.85 0.0310
2013-11-14 2013-09-30 13F MAXIMUS COM 577933104 1,159,453 733,800 172.39 52,221 64.72 0.0343
2013-08-14 2013-06-30 13F MAXIMUS COM 577933104 425,653 425,653 31,703 0.0220
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.