Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership9,815 shares
Latest Disclosed Value $ 629,078
LPL Financial LLC reports 7.30% decrease in ownership of MMS / Maximus, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 9,815 shares of Maximus, Inc. (MX:MMS) valued at $629,078 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 10,588 shares of Maximus, Inc.. This represents a change in shares of -7.30% 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)
2026-05-06 2026-03-31 13F MAXIMUS COM 577933104 9,815 -773 -7.30 629 -31.11 0.0002
2026-02-11 2025-12-31 13F MAXIMUS COM 577933104 10,588 809 8.27 914 2.24 0.0002
2025-11-12 2025-09-30 13F MAXIMUS COM 577933104 9,779 3,627 58.96 893 107.19 0.0003
2025-08-12 2025-06-30 13F MAXIMUS COM 577933104 6,152 2,722 79.36 432 84.98 0.0001
2025-05-07 2025-03-31 13F MAXIMUS COM 577933104 3,430 -1,196 -25.85 234 -32.46 0.0001
2025-02-11 2024-12-31 13F MAXIMUS COM 577933104 4,626 -132,534 -96.63 345 -97.30 0.0001
2024-11-08 2024-09-30 13F MAXIMUS COM 577933104 137,160 10,771 8.52 12,778 17.97 0.0057
2024-08-07 2024-06-30 13F MAXIMUS COM 577933104 126,389 -1,470 -1.15 10,832 0.97 0.0054
2024-05-10 2024-03-31 13F MAXIMUS COM 577933104 127,859 9,825 8.32 10,727 8.38 0.0058
2024-02-14 2023-12-31 13F MAXIMUS COM 577933104 118,034 690 0.59 9,898 12.95 0.0060
2023-11-13 2023-09-30 13F MAXIMUS COM 577933104 117,344 1,423 1.23 8,763 -10.55 0.0061
2023-07-31 2023-06-30 13F MAXIMUS COM 577933104 115,921 -58 -0.05 9,797 7.33 0.0070
2023-05-10 2023-03-31 13F MAXIMUS COM 577933104 115,979 3,291 2.92 9,128 10.46 0.0071
2023-02-07 2022-12-31 13F MAXIMUS COM 577933104 112,688 753 0.67 8,263 27.55 0.0071
2022-11-14 2022-09-30 13F MAXIMUS COM 577933104 111,935 4,715 4.40 6,478 -3.34 0.0062
2022-08-12 2022-06-30 13F MAXIMUS COM 577933104 107,220 7,849 7.90 6,702 -10.02 0.0064
2022-05-16 2022-03-31 13F MAXIMUS COM 577933104 99,371 99 0.10 7,448 -5.83 0.0064
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 99,272 10,661 12.03 7,909 7.28 0.0066
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 88,611 9,964 12.67 7,372 6.55 0.0069
2021-08-13 2021-06-30 13F MAXIMUS COM 577933104 78,647 6,955 9.70 6,919 8.40 0.0070
2021-05-14 2021-03-31 13F MAXIMUS COM 577933104 71,692 13,313 22.80 6,383 49.38 0.0073
2021-02-12 2020-12-31 13F MAXIMUS COM 577933104 58,379 15,103 34.90 4,273 44.31 0.0055
2020-11-09 2020-09-30 13F MAXIMUS COM 577933104 43,276 43,276 2,961 0.0046
2020-05-14 2020-03-31 13F MAXIMUS COM 577933104 0 -2,796 -100.00 0 -100.00
2020-02-14 2019-12-31 13F MAXIMUS COM 577933104 2,796 71 2.61 208 -1.42 0.0004
2019-11-13 2019-09-30 13F MAXIMUS COM 577933104 2,725 -5,776 -67.94 211 -65.80 0.0004
2019-08-09 2019-06-30 13F MAXIMUS COM 577933104 8,501 8,501 617 0.0013
2018-08-14 2018-06-30 13F MAXIMUS COM 577933104 0 -6,227 -100.00 0 -100.00
2018-05-15 2018-03-31 13F MAXIMUS COM 577933104 6,227 -4,537 -42.15 416 -45.97 0.0011
2018-02-14 2017-12-31 13F MAXIMUS COM 577933104 10,764 -386 -3.46 770 7.09 0.0023
2017-11-14 2017-09-30 13F MAXIMUS COM 577933104 11,150 -86 -0.77 719 2.13 0.0025
2017-08-14 2017-06-30 13F MAXIMUS COM 577933104 11,236 -586 -4.96 704 -3.83 0.0027
2017-05-15 2017-03-31 13F MAXIMUS COM 577933104 11,822 -187 -1.56 732 9.91 0.0050
2017-02-13 2016-12-31 13F MAXIMUS COM 577933104 12,009 12,009 0.00 666 0.0051
2016-11-16 2016-09-30 13F MAXIMUS COM 577933104 0 -3,720 -100.00 0 -100.00
2016-08-15 2016-06-30 13F MAXIMUS COM 577933104 3,720 -21,780 -85.41 206 -84.52 0.0017
2016-05-16 2016-03-31 13F MAXIMUS COM 577933104 25,500 -554 -2.13 1,331 -7.31 0.0037
2016-02-12 2015-12-31 13F MAXIMUS COM 577933104 26,054 16,318 167.60 1,436 146.31 0.0040
2015-11-13 2015-09-30 13F MAXIMUS COM 577933104 9,736 -20,061 -67.33 583 -70.44 0.0032
2015-08-14 2015-06-30 13F MAXIMUS COM 577933104 29,797 3,478 13.21 1,972 13.20 0.0100
2015-05-14 2015-03-31 13F MAXIMUS COM 577933104 26,319 13,853 111.13 1,742 154.68 0.0089
2015-02-13 2014-12-31 13F MAXIMUS COM 577933104 12,466 6,637 113.86 684 201.32 0.0037
2014-11-10 2014-09-30 13F MAXIMUS COM 577933104 5,829 -176 -2.93 227 -12.02 0.0014
2014-08-05 2014-06-30 13F/A-1 MAXIMUS COM 577933104 6,005 -77 -1.27 258 -5.49 0.0015
2014-08-05 2014-06-30 13F MAXIMUS COM 577933104 6,005 1,693
2014-05-12 2014-03-31 13F MAXIMUS COM 577933104 6,082 -558 -8.40 273 -6.51 0.0017
2014-02-13 2013-12-31 13F MAXIMUS COM 577933104 6,640 75 1.14 292 -6.11 0.0018
2013-11-04 2013-09-30 13F MAXIMUS COM 577933104 6,565 3,297 100.89 311 27.98 0.0021
2013-08-15 2013-06-30 13F MAXIMUS COM 577933104 3,268 3,268 243 0.0017
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.