Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership35,700 shares
Latest Disclosed Value $ 2,288,341
Mercer Global Advisors Inc /adv reports 4.64% decrease in ownership of MMS / Maximus, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 35,700 shares of Maximus, Inc. (MX:MMS) valued at $2,288,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,437 shares of Maximus, Inc.. This represents a change in shares of -4.64% 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 35,700 -1,737 -4.64 2,288 -29.19 0.0034
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 37,437 -5,463 -12.73 3,232 -17.56 0.0049
2025-11-14 2025-09-30 13F MAXIMUS COM 577933104 42,900 2,643 6.57 3,920 38.68 0.0065
2025-08-14 2025-06-30 13F MAXIMUS COM 577933104 40,257 2,110 5.53 2,826 8.65 0.0058
2025-05-15 2025-03-31 13F MAXIMUS COM 577933104 38,147 1,013 2.73 2,601 -6.17 0.0060
2025-02-14 2024-12-31 13F MAXIMUS COM 577933104 37,134 -201 -0.54 2,772 -19.93 0.0068
2024-11-14 2024-09-30 13F MAXIMUS COM 577933104 37,335 1,215 3.36 3,463 11.86 0.0081
2024-08-12 2024-06-30 13F MAXIMUS COM 577933104 36,120 -1,347 -3.60 3,095 103,066.67 0.0084
2024-05-15 2024-03-31 13F MAXIMUS COM 577933104 37,467 -75 -0.20 3 0.00 0.0089
2024-02-15 2023-12-31 13F MAXIMUS COM 577933104 37,542 -315 -0.83 3 50.00 0.0095
2023-11-15 2023-09-30 13F/A-1 MAXIMUS COM 577933104 37,857 37,857 3 0.0107
2023-11-14 2023-09-30 13F MAXIMUS COM 577933104 37,857 37,857 3 0.0107
2023-08-14 2023-06-30 13F MAXIMUS COM 577933104 0 -3,620 -100.00 0 0.0000
2023-05-16 2023-03-31 13F MAXIMUS COM 577933104 3,620 -1,085 -23.06 0 0.0013
2023-02-09 2022-12-31 13F MAXIMUS COM 577933104 4,705 -1,084 -18.73 0 -100.00 0.0017
2022-11-15 2022-09-30 13F MAXIMUS COM 577933104 5,789 1,672 40.61 335 30.35 0.0020
2022-08-10 2022-06-30 13F MAXIMUS COM 577933104 4,117 -12,311 -74.94 257 -79.12 0.0016
2022-05-10 2022-03-31 13F MAXIMUS COM 577933104 16,428 1,845 12.65 1,231 5.94 0.0072
2022-02-04 2021-12-31 13F MAXIMUS COM 577933104 14,583 -1,807 -11.03 1,162 -14.81 0.0072
2021-11-10 2021-09-30 13F MAXIMUS COM 577933104 16,390 1,663 11.29 1,364 5.25 0.0095
2021-08-10 2021-06-30 13F MAXIMUS COM 577933104 14,727 2,159 17.18 1,296 15.82 0.0100
2021-08-10 2021-03-31 13F/A-1 MAXIMUS COM 577933104 12,568 824 7.02 1,119 30.12 0.0102
2021-05-11 2021-03-31 13F MAXIMUS COM 577933104 12,568 824 1,119 0.0107
2021-02-12 2020-12-31 13F MAXIMUS COM 577933104 11,744 2,566 27.96 860 36.94 0.0107
2020-12-10 2020-09-30 13F MAXIMUS COM 577933104 9,178 3,400 58.84 628 54.30 0.0094
2020-08-10 2020-06-30 13F MAXIMUS COM 577933104 5,778 212 3.81 407 25.62 0.0074
2020-05-18 2020-03-31 13F MAXIMUS COM 577933104 5,566 -604 -9.79 324 -29.41 0.0071
2020-02-13 2019-12-31 13F MAXIMUS INC COM COM 577933104 6,170 -1,087 -14.98 459 -18.04 0.0092
2019-11-12 2019-09-30 13F MAXIMUS INC COM COM 577933104 7,257 -271 -3.60 560 2.56 0.0132
2019-08-14 2019-06-30 13F MAXIMUS INC COM COM 577933104 7,528 473 6.70 546 8.98 0.0145
2019-04-23 2019-03-31 13F/A-1 MAXIMUS INC COM COM 577933104 7,055 7,055 501 0.0180
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.