Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership1,578,075 shares
Latest Disclosed Value $ 101,154,607
Mackenzie Financial Corp reports 16.06% decrease in ownership of MMS / Maximus, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 1,578,075 shares of Maximus, Inc. (MX:MMS) valued at $101,154,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,880,015 shares of Maximus, Inc.. This represents a change in shares of -16.06% 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)
2026-05-13 2026-03-31 13F MAXIMUS COM 577933104 1,578,075 -301,940 -16.06 101,155 -37.97 0.1214
2026-02-18 2025-12-31 13F MAXIMUS COM 577933104 1,880,015 -369,071 -16.41 163,071 -20.65 0.1931
2025-11-13 2025-09-30 13F MAXIMUS COM 577933104 2,249,086 -253,339 -10.12 205,499 16.98 0.2489
2025-08-13 2025-06-30 13F MAXIMUS COM 577933104 2,502,425 -284,973 -10.22 175,670 -7.58 0.2276
2025-05-07 2025-03-31 13F MAXIMUS COM 577933104 2,787,398 5,248 0.19 190,073 -8.48 0.2703
2025-05-02 2024-12-31 13F/A-2 MAXIMUS COM 577933104 2,782,150 55,583 2.04 207,687 -18.24 0.2830
2025-02-20 2024-12-31 13F/A-1 MAXIMUS COM 577933104 2,782,150 55,583 207,687 0.2699
2025-02-14 2024-12-31 13F Maximus Common Stock 577933104 2,782,150 55,583 197,533 0.2836
2024-11-13 2024-09-30 13F MAXIMUS COM 577933104 2,726,567 15,432 0.57 254,007 9.32 0.3535
2024-08-14 2024-06-30 13F MAXIMUS COM 577933104 2,711,135 -8,705 -0.32 232,344 1.82 0.3452
2024-05-10 2024-03-31 13F MAXIMUS COM 577933104 2,719,840 72,961 2.76 228,195 2.81 0.3288
2024-01-30 2023-12-31 13F MAXIMUS COM 577933104 2,646,879 -589 -0.02 221,967 15.02 0.3348
2023-10-25 2023-09-30 13F MAXIMUS COM 577933104 2,647,468 966 0.04 192,974 -14.05 0.3244
2023-08-03 2023-06-30 13F MAXIMUS COM 577933104 2,646,502 -22,580 -0.85 224,529 6.89 0.3406
2023-04-24 2023-03-31 13F MAXIMUS COM 577933104 2,669,082 -73,506 -2.68 210,057 4.45 0.3245
2023-02-14 2022-12-31 13F MAXIMUS COM 577933104 2,742,588 123,624 4.72 201,114 32.70 0.3359
2022-10-07 2022-09-30 13F Maximus Common Stock 577933104 2,618,964 -5,638 -0.21 151,559 -7.62 0.2607
2022-08-10 2022-06-30 13F MAXIMUS COM 577933104 2,624,602 -24,418 -0.92 164,064 -17.37 0.2628
2022-05-13 2022-03-31 13F MAXIMUS COM 577933104 2,649,020 -30,801 -1.15 198,544 -7.01 0.2662
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 2,679,821 81,037 3.12 213,501 -1.26 0.2877
2021-11-08 2021-09-30 13F MAXIMUS COM 577933104 2,598,784 235,796 9.98 216,219 4.02 0.3066
2021-08-11 2021-06-30 13F MAXIMUS COM 577933104 2,362,988 -10,612 -0.45 207,872 -1.64 0.2891
2021-05-14 2021-03-31 13F MAXIMUS COM 577933104 2,373,600 -317,446 -11.80 211,345 7.30 0.3221
2021-02-10 2020-12-31 13F MAXIMUS COM 577933104 2,691,046 510,610 23.42 196,958 32.04 0.4253
2020-11-13 2020-09-30 13F MAXIMUS COM 577933104 2,180,436 11,500 0.53 149,164 -2.38 0.3705
2020-08-13 2020-06-30 13F MAXIMUS COM 577933104 2,168,936 101,653 4.92 152,802 27.00 0.4089
2020-05-14 2020-03-31 13F MAXIMUS COM 577933104 2,067,283 371,567 21.91 120,316 -4.62 0.3869
2020-02-13 2019-12-31 13F MAXIMUS COM 577933104 1,695,716 -8,500 -0.50 126,144 -4.20 0.3103
2019-11-14 2019-09-30 13F MAXIMUS COM 577933104 1,704,216 -34,968 -2.01 131,668 4.37 0.3460
2019-08-23 2019-06-30 13F/A-1 MAXIMUS COM 577933104 1,739,184 -65,970 -3.65 126,160 -1.54 0.3255
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 1,739,184 -65,970 126,160
2019-05-15 2019-03-31 13F MAXIMUS COM 577933104 1,805,154 -48,059 -2.59 128,130 6.22 0.3092
2019-02-06 2018-12-31 13F MAXIMUS COM 577933104 1,853,213 277,775 17.63 120,626 17.69 0.3171
2018-11-15 2018-09-30 13F MAXIMUS COM 577933104 1,575,438 227,300 16.86 102,498 22.41 0.2494
2018-08-13 2018-06-30 13F MAXIMUS COM 577933104 1,348,138 90,700 7.21 83,733 -0.22 0.2136
2018-05-14 2018-03-31 13F/A-1 MAXIMUS COM 577933104 1,257,438 108,400 9.43 83,921 2.03 0.2139
2018-05-14 2018-03-31 13F MAXIMUS COM 577933104 1,257,438 83,921
2018-02-13 2017-12-31 13F MAXIMUS COM 577933104 1,149,038 -10,064 -0.87 82,248 10.01 0.1985
2017-11-13 2017-09-30 13F MAXIMUS COM 577933104 1,159,102 182,494 18.69 74,762 22.23 0.4032
2017-08-14 2017-06-30 13F MAXIMUS COM 577933104 976,608 -48,000 -4.68 61,165 -4.03 0.3405
2017-05-25 2017-03-31 13F/A-1 MAXIMUS COM 577933104 1,024,608 -27,800 -2.64 63,731 8.54 0.3727
2017-05-12 2017-03-31 13F MAXIMUS COM 577933104 1,024,608 63,731
2017-02-14 2016-12-31 13F MAXIMUS COM 577933104 1,052,408 70,300 7.16 58,714 5.70 0.3517
2016-11-15 2016-09-30 13F MAXIMUS COM 577933104 982,108 127,800 14.96 55,548 17.43 0.3468
2016-08-12 2016-06-30 13F MAXIMUS COM 577933104 854,308 130,300 18.00 47,303 24.12 0.2672
2016-05-12 2016-03-31 13F MAXIMUS COM 577933104 724,008 499,008 221.78 38,112 201.14 0.3457
2016-02-12 2015-12-31 13F MAXIMUS COM 577933104 225,000 225,000 12,656 0.0785
2013-11-12 2013-09-30 13F MAXIMUS COM 577933104 0 -27,800 -100.00 0 -100.00
2013-08-20 2013-06-30 13F/A-1 MAXIMUS COM 577933104 27,800 27,800 2,071 0.0099
2013-08-09 2013-06-30 13F MAXIMUS COM 577933104 27,800 2,071 0.0099
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.