Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership181,908 shares
Latest Disclosed Value $ 11,660,304
Invesco Ltd. reports 16.80% increase in ownership of MMS / Maximus, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 181,908 shares of Maximus, Inc. (MX:MMS) valued at $11,660,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 155,743 shares of Maximus, Inc.. This represents a change in shares of 16.80% 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)
2026-05-12 2026-03-31 13F MAXIMUS COM 577933104 181,908 26,165 16.80 11,660 -13.26 0.0002
2026-02-19 2025-12-31 13F MAXIMUS COM 577933104 155,743 -15,565 -9.09 13,444 -14.11 0.0021
2025-11-13 2025-09-30 13F MAXIMUS COM 577933104 171,308 -100,041 -36.87 15,652 -17.83 0.0025
2025-08-13 2025-06-30 13F MAXIMUS COM 577933104 271,349 -6,963 -2.50 19,049 0.37 0.0032
2025-05-12 2025-03-31 13F MAXIMUS COM 577933104 278,312 27,718 11.06 18,978 1.45 0.0036
2025-02-13 2024-12-31 13F MAXIMUS COM 577933104 250,594 41,019 19.57 18,707 -4.19 0.0035
2024-11-12 2024-09-30 13F MAXIMUS COM 577933104 209,575 647 0.31 19,524 9.04 0.0038
2024-08-13 2024-06-30 13F MAXIMUS COM 577933104 208,928 105,242 101.50 17,905 105.83 0.0038
2024-05-14 2024-03-31 13F MAXIMUS COM 577933104 103,686 2,459 2.43 8,699 2.49 0.0019
2024-02-13 2023-12-31 13F MAXIMUS COM 577933104 101,227 124 0.12 8,489 12.42 0.0020
2023-11-13 2023-09-30 13F MAXIMUS COM 577933104 101,103 -19,619 -16.25 7,550 -25.99 0.0020
2023-08-11 2023-06-30 13F MAXIMUS COM 577933104 120,722 7,606 6.72 10,202 14.60 0.0027
2023-05-12 2023-03-31 13F MAXIMUS COM 577933104 113,116 -226,557 -66.70 8,902 -64.26 0.0025
2023-02-13 2022-12-31 13F MAXIMUS COM 577933104 339,673 -15,507 -4.37 24,908 21.18 0.0073
2022-11-14 2022-09-30 13F MAXIMUS COM 577933104 355,180 -3,678 -1.02 20,555 -8.37 0.0066
2022-08-15 2022-06-30 13F MAXIMUS COM 577933104 358,858 16,734 4.89 22,433 -12.52 0.0068
2022-05-16 2022-03-31 13F MAXIMUS COM 577933104 342,124 -14,607 -4.09 25,643 -9.77 0.0065
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 356,731 25,352 7.65 28,421 3.08 0.0069
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 331,379 -12,737 -3.70 27,571 -8.92 0.0070
2021-08-17 2021-06-30 13F MAXIMUS COM 577933104 344,116 -2,637 -0.76 30,271 -1.95 0.0074
2021-05-17 2021-03-31 13F MAXIMUS COM 577933104 346,753 -74,258 -17.64 30,874 0.20 0.0082
2021-02-16 2020-12-31 13F MAXIMUS COM 577933104 421,011 -35,108 -7.70 30,813 -1.25 0.0090
2020-11-16 2020-09-30 13F MAXIMUS COM 577933104 456,119 -93,397 -17.00 31,203 -19.40 0.0105
2020-08-14 2020-06-30 13F MAXIMUS COM 577933104 549,516 434,675 378.50 38,713 479.10 0.0138
2020-05-15 2020-03-31 13F MAXIMUS COM 577933104 114,841 -129,691 -53.04 6,685 -63.25 0.0028
2020-02-14 2019-12-31 13F MAXIMUS COM 577933104 244,532 -649,796 -72.66 18,190 -73.67 0.0056
2019-11-14 2019-09-30 13F MAXIMUS COM 577933104 894,328 86,201 10.67 69,096 17.87 0.0181
2019-08-14 2019-06-30 13F/A-1 MAXIMUS COM 577933104 808,127 45,526 5.97 58,622 8.30 0.0151
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 808,127 -761,901 58,622
2019-05-15 2019-03-31 13F MAXIMUS COM 577933104 762,601 45,871 6.40 54,130 16.03 0.0183
2019-02-14 2018-12-31 13F MAXIMUS COM 577933104 716,730 311,803 77.00 46,652 77.08 0.0179
2018-11-14 2018-09-30 13F MAXIMUS COM 577933104 404,927 -166,912 -29.19 26,345 -25.82 0.0083
2018-08-14 2018-06-30 13F MAXIMUS COM 577933104 571,839 146,406 34.41 35,517 25.09 0.0118
2018-05-15 2018-03-31 13F MAXIMUS COM 577933104 425,433 203,734 91.90 28,393 78.92 0.0106
2018-02-14 2017-12-31 13F MAXIMUS COM 577933104 221,699 -2,857 -1.27 15,869 9.56 0.0057
2017-11-14 2017-09-30 13F MAXIMUS COM 577933104 224,556 -17,267 -7.14 14,484 -4.36 0.0054
2017-08-14 2017-06-30 13F MAXIMUS COM 577933104 241,823 206,860 591.65 15,145 596.32 0.0047
2017-05-15 2017-03-31 13F MAXIMUS COM 577933104 34,963 7,922 29.30 2,175 44.14 0.0007
2017-02-14 2016-12-31 13F MAXIMUS COM 577933104 27,041 -267 -0.98 1,509 -2.33 0.0005
2016-11-14 2016-09-30 13F MAXIMUS COM 577933104 27,308 -5,299 -16.25 1,545 -14.40 0.0005
2016-08-15 2016-06-30 13F MAXIMUS COM 577933104 32,607 -16,956 -34.21 1,805 -30.82 0.0007
2016-05-16 2016-03-31 13F MAXIMUS COM 577933104 49,563 -321,731 -86.65 2,609 -87.51 0.0011
2016-02-16 2015-12-31 13F MAXIMUS COM 577933104 371,294 28,598 8.35 20,885 2.32 0.0083
2015-11-16 2015-09-30 13F MAXIMUS COM 577933104 342,696 230,665 205.89 20,411 177.17 0.0087
2015-08-14 2015-06-30 13F MAXIMUS COMMON 577933104 112,031 -6,847 -5.76 7,364 -7.21 0.0029
2015-05-15 2015-03-31 13F MAXIMUS COMMON 577933104 118,878 -114,205 -49.00 7,936 -37.91 0.0031
2015-02-13 2014-12-31 13F MAXIMUS COMMON 577933104 233,083 69,279 42.29 12,782 94.46 0.0049
2014-11-14 2014-09-30 13F MAXIMUS COMMON 577933104 163,804 -614,813 -78.96 6,573 -80.38 0.0026
2014-08-14 2014-06-30 13F MAXIMUS COMMON 577933104 778,617 -471,209 -37.70 33,496 -40.26 0.0132
2014-05-15 2014-03-31 13F MAXIMUS COMMON 577933104 1,249,826 32,330 2.66 56,068 4.69 0.0227
2014-02-13 2013-12-31 13F MAXIMUS COMMON 577933104 1,217,496 51,194 4.39 53,557 1.96 0.0213
2013-11-13 2013-09-30 13F MAXIMUS COMMON 577933104 1,166,302 624,700 115.34 52,530 30.22 0.0228
2013-08-14 2013-06-30 13F MAXIMUS COMMON 577933104 541,602 541,602 40,339 0.0188
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.