Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership8,488,656 shares
Ownership 15.00%
Fmr Llc ownership in MMS / Maximus, Inc.

2025-05-12 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 8,488,656 shares of Maximus, Inc. (MX:MMS). This represents 15.0 percent ownership of the company. In their previous filing dated 2025-02-12 , Fmr Llc had reported owning 8,362,045 shares, indicating an increase of 1.51 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-05-12 2025-05-12 13G/A 8,362,045 8,488,656 1.51 15.00 7.91
2025-02-12 2025-02-12 13G/A 9,142,938 8,362,045 -8.54 13.90 -7.26
2024-02-09 2024-02-09 13G/A 6,904,412 9,142,938 32.42 14.99 31.94
2023-05-10 2023-05-10 13G/A 3,518,683 6,904,412 96.22 11.36 96.23
2023-02-09 2023-02-09 13G 845,826 3,518,683 316.01 5.79 339.23
2019-02-13 2019-02-13 13G/A 3,954,106 845,826 -78.61 1.32 -78.29
2018-02-13 2018-02-13 13G/A 4,749,204 3,954,106 -16.74 6.07 -17.20
2017-02-14 2017-02-14 13G/A 5,694,381 4,749,204 -16.60 7.33 -15.09
2016-02-12 2016-02-12 13G/A 5,694,381 8.63
2015-02-13 2015-02-13 13G 5,067,011 7.69
2013-10-10 2013-10-10 13G/A 2,434,102 3.57
2013-02-14 2013-02-14 13G 2,954,894 8.67

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 8,178,373 9,570 0.12 524,234 -25.65 0.0055
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 8,168,803 -283,221 -3.35 705,131 -8.69 0.0360
2025-11-13 2025-09-30 13F MAXIMUS COM 577933104 8,452,024 173 0.00 772,261 30.16 0.0402
2025-08-14 2025-06-30 13F MAXIMUS COM 577933104 8,451,851 -36,805 -0.43 593,320 2.50 0.0335
2025-05-12 2025-03-31 13F MAXIMUS COM 577933104 8,488,656 126,607 1.51 578,841 -7.27 0.0370
2025-02-13 2024-12-31 13F MAXIMUS COM 577933104 8,362,049 -462,909 -5.25 624,227 -24.07 0.0373
2024-11-13 2024-09-30 13F MAXIMUS COM 577933104 8,824,958 -294,302 -3.23 822,133 5.20 0.0500
2024-08-13 2024-06-30 13F MAXIMUS COM 577933104 9,119,260 183,376 2.05 781,521 4.24 0.0500
2024-05-13 2024-03-31 13F MAXIMUS COM 577933104 8,935,884 -207,059 -2.26 749,721 -2.22 0.0503
2024-02-13 2023-12-31 13F MAXIMUS COM 577933104 9,142,943 554,754 6.46 766,727 19.55 0.0589
2023-11-13 2023-09-30 13F MAXIMUS COM 577933104 8,588,189 514,698 6.38 641,366 -6.00 0.0554
2023-08-11 2023-06-30 13F MAXIMUS COM 577933104 8,073,491 2,007,574 33.10 682,291 42.92 0.0572
2023-08-11 2023-03-31 13F/A-1 MAXIMUS COM 577933104 6,065,917 2,547,231 72.39 477,388 85.02 0.0437
2023-05-11 2023-03-31 13F MAXIMUS COM 577933104 6,065,917 2,547,231 477,388 0.0437
2023-02-13 2022-12-31 13F MAXIMUS COM 577933104 3,518,686 403,408 12.95 258,025 43.12 0.0256
2022-11-10 2022-09-30 13F MAXIMUS COM 577933104 3,115,278 141,932 4.77 180,281 -3.00 0.0188
2022-08-12 2022-06-30 13F MAXIMUS COM 577933104 2,973,346 86,604 3.00 185,863 -14.10 0.0185
2022-05-13 2022-03-31 13F MAXIMUS COM 577933104 2,886,742 2,218,787 332.18 216,361 306.56 0.0173
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 667,955 77,609 13.15 53,217 8.35 0.0039
2022-02-14 2021-09-30 13F/A-1 MAXIMUS COM 577933104 590,346 5,656 0.97 49,116 -4.51 0.0039
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 590,346 5,656 49,116 0.0039
2021-08-13 2021-06-30 13F MAXIMUS COM 577933104 584,690 242,586 70.91 51,435 68.86 0.0040
2021-05-14 2021-03-31 13F MAXIMUS COM 577933104 342,104 28,629 9.13 30,461 32.77 0.0026
2021-02-08 2020-12-31 13F MAXIMUS COM 577933104 313,475 147,556 88.93 22,943 102.12 0.0020
2020-11-13 2020-09-30 13F MAXIMUS COM 577933104 165,919 -482,898 -74.43 11,351 -75.17 0.0011
2020-08-24 2020-06-30 13F/A-1 MAXIMUS COM 577933104 648,817 -759,449 -53.93 45,709 -44.23 0.0050
2020-08-13 2020-06-30 13F MAXIMUS COM 577933104 648,817 -759,449 45,709 1,122.9364
2020-05-14 2020-03-31 13F MAXIMUS COM 577933104 1,408,266 -192,807 -12.04 81,961 -31.19 0.0113
2020-02-07 2019-12-31 13F MAXIMUS COM 577933104 1,601,073 422,836 35.89 119,104 30.84 0.0131
2019-11-13 2019-09-30 13F MAXIMUS COM 577933104 1,178,237 423,279 56.07 91,030 66.22 0.0109
2019-08-13 2019-06-30 13F MAXIMUS COM 577933104 754,958 -30,006 -3.82 54,765 -1.71 0.0064
2019-05-13 2019-03-31 13F MAXIMUS COM 577933104 784,964 -60,863 -7.20 55,717 1.20 0.0067
2019-02-13 2018-12-31 13F MAXIMUS COM 577933104 845,827 -77,445 -8.39 55,055 -8.35 0.0075
2018-11-09 2018-09-30 13F MAXIMUS COM 577933104 923,272 -620,525 -40.19 60,068 -37.35 0.0068
2018-08-10 2018-06-30 13F MAXIMUS COM 577933104 1,543,797 -2,205,497 -58.82 95,885 -61.68 0.0113
2018-05-14 2018-03-31 13F MAXIMUS COM 577933104 3,749,294 -203,771 -5.15 250,228 -11.57 0.0297
2018-02-12 2017-12-31 13F MAXIMUS COM 577933104 3,953,065 298,207 8.16 282,960 20.03 0.0332
2017-11-13 2017-09-30 13F MAXIMUS COM 577933104 3,654,858 -1,003,726 -21.55 235,738 -19.20 0.0285
2017-08-29 2017-06-30 13F/A-1 MAXIMUS COM 577933104 4,658,584 438,025 10.38 291,767 11.14 0.0363
2017-08-11 2017-06-30 13F MAXIMUS COM 577933104 4,658,584 438,025 291,767
2017-05-11 2017-03-31 13F MAXIMUS COM 577933104 4,220,559 -528,253 -11.12 262,519 -0.91 0.0334
2017-02-10 2016-12-31 13F MAXIMUS COM 577933104 4,748,812 -528,619 -10.02 264,936 -11.24 0.0354
2016-11-14 2016-09-30 13F MAXIMUS COM 577933104 5,277,431 7,884 0.15 298,492 2.30 0.0398
2016-08-11 2016-06-30 13F MAXIMUS COM 577933104 5,269,547 780,765 17.39 291,775 23.48 0.0398
2016-05-16 2016-03-31 13F MAXIMUS COM 577933104 4,488,782 -1,205,240 -21.17 236,289 -26.23 0.0327
2016-02-12 2015-12-31 13F MAXIMUS COM 577933104 5,694,022 312,932 5.82 320,290 -0.06 0.0431
2015-11-10 2015-09-30 13F MAXIMUS COM 577933104 5,381,090 190,443 3.67 320,497 -6.06 0.0456
2015-08-25 2015-06-30 13F/A-1 MAXIMUS COM 577933104 5,190,647 116,198 2.29 341,182 0.71 0.0437
2015-08-13 2015-06-30 13F MAXIMUS COM 577933104 5,190,647 341,182
2015-05-14 2015-03-31 13F MAXIMUS COM 577933104 5,074,449 7,648 0.15 338,770 21.92 0.0432
2015-02-17 2014-12-31 13F MAXIMUS COM 577933104 5,066,801 1,068,443 26.72 277,865 73.17 0.0362
2014-11-14 2014-09-30 13F MAXIMUS COM 577933104 3,998,358 1,352,516 51.12 160,455 40.97 0.0217
2014-08-14 2014-06-30 13F MAXIMUS COM 577933104 2,645,842 1,349,909 104.17 113,825 95.79 0.0153
2014-05-15 2014-03-31 13F MAXIMUS COM 577933104 1,295,933 -587,773 -31.20 58,136 -29.84 0.0081
2014-02-13 2013-12-31 13F MAXIMUS COM 577933104 1,883,706 -548,892 -22.56 82,864 -24.37 0.0117
2013-11-14 2013-09-30 13F MAXIMUS COM 577933104 2,432,598 -1,569,432 -39.22 109,564 -63.24 0.0168
2013-09-24 2013-06-30 13F/A-1 MAXIMUS COM 577933104 4,002,030 4,002,030 298,071 0.0488
2013-08-14 2013-06-30 13F MAXIMUS COM 577933104 4,002,030 298,071 0.0488
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.