Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership226,399 shares
Latest Disclosed Value $ 14,512,177
Principal Financial Group Inc reports 30.74% increase in ownership of MMS / Maximus, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 226,399 shares of Maximus, Inc. (MX:MMS) valued at $14,512,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 173,168 shares of Maximus, Inc.. This represents a change in shares of 30.74% 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)
2026-05-04 2026-03-31 13F MAXIMUS COM 577933104 226,399 53,231 30.74 14,512 -2.91 0.0078
2026-02-02 2025-12-31 13F MAXIMUS COM 577933104 173,168 13,758 8.63 14,948 2.62 0.0076
2025-11-04 2025-09-30 13F MAXIMUS COM 577933104 159,410 -12,017 -7.01 14,565 21.03 0.0073
2025-08-08 2025-06-30 13F MAXIMUS COM 577933104 171,427 12,056 7.56 12,034 10.74 0.0064
2025-04-28 2025-03-31 13F MAXIMUS COM 577933104 159,371 -6,410 -3.87 10,868 -12.19 0.0061
2025-01-31 2024-12-31 13F MAXIMUS COM 577933104 165,781 1,738 1.06 12,376 -19.02 0.0067
2024-10-31 2024-09-30 13F MAXIMUS COM 577933104 164,043 -42,128 -20.43 15,282 -13.50 0.0084
2024-07-29 2024-06-30 13F MAXIMUS COM 577933104 206,171 -26,708 -11.47 17,669 -9.57 0.0105
2024-04-29 2024-03-31 13F MAXIMUS COM 577933104 232,879 -12,472 -5.08 19,539 -5.04 0.0115
2024-02-07 2023-12-31 13F MAXIMUS COM 577933104 245,351 6,038 2.52 20,575 15.13 0.0131
2023-11-02 2023-09-30 13F MAXIMUS COM 577933104 239,313 -307 -0.13 17,872 -11.75 0.0128
2023-08-07 2023-06-30 13F MAXIMUS COM 577933104 239,620 -11,340 -4.52 20,250 2.53 0.0138
2023-05-09 2023-03-31 13F MAXIMUS COM 577933104 250,960 455 0.18 19,751 7.52 0.0141
2023-02-09 2022-12-31 13F MAXIMUS COM 577933104 250,505 12,524 5.26 18,370 33.38 0.0138
2022-11-09 2022-09-30 13F MAXIMUS COM 577933104 237,981 -6,652 -2.72 13,772 -9.94 0.0109
2022-08-10 2022-06-30 13F MAXIMUS COM 577933104 244,633 13,837 6.00 15,292 -11.60 0.0113
2022-05-09 2022-03-31 13F MAXIMUS COM 577933104 230,796 15,597 7.25 17,298 0.89 0.0069
2022-05-09 2022-03-31 13F MAXIMUS COM 577933104 219,658 16,463
2022-02-09 2021-12-31 13F MAXIMUS COM 577933104 215,199 -5,383 -2.44 17,145 -6.58 0.0102
2021-11-09 2021-09-30 13F MAXIMUS COM 577933104 220,582 1,916 0.88 18,353 -4.59 0.0120
2021-08-10 2021-06-30 13F MAXIMUS COM 577933104 218,666 -1,470 -0.67 19,236 -1.86 0.0124
2021-05-10 2021-03-31 13F MAXIMUS COM 577933104 220,136 25,373 13.03 19,601 37.51 0.0138
2021-02-23 2020-12-31 13F/A-1 MAXIMUS COM 577933104 194,763 5,430 2.87 14,254 10.04 0.0106
2021-02-08 2020-12-31 13F MAXIMUS COM 577933104 194,763 5,430 14,254 5,607.7433
2020-11-06 2020-09-30 13F MAXIMUS COM 577933104 189,333 -7,964 -4.04 12,953 -6.81 0.0109
2020-08-05 2020-06-30 13F MAXIMUS COM 577933104 197,297 -4,594 -2.28 13,900 18.30 0.0123
2020-05-12 2020-03-31 13F MAXIMUS COM 577933104 201,891 -82,192 -28.93 11,750 -44.40 0.0130
2020-02-05 2019-12-31 13F MAXIMUS COM 577933104 284,083 -1,406 -0.49 21,133 -4.19 0.0176
2019-11-13 2019-09-30 13F MAXIMUS COM 577933104 285,489 -3,292 -1.14 22,057 5.29 0.0194
2019-08-12 2019-06-30 13F MAXIMUS COM 577933104 288,781 -497 -0.17 20,948 2.02 0.0188
2019-05-10 2019-03-31 13F MAXIMUS COM 577933104 289,278 2,250 0.78 20,533 9.91 0.0191
2019-02-14 2018-12-31 13F MAXIMUS COM 577933104 287,028 -8,163 -2.77 18,682 -2.72 0.0199
2018-11-14 2018-09-30 13F MAXIMUS COM 577933104 295,191 2,067 0.71 19,205 5.49 0.0169
2018-08-13 2018-06-30 13F MAXIMUS COM 577933104 293,124 4,657 1.61 18,206 -5.43 0.0167
2018-05-14 2018-03-31 13F MAXIMUS COM 577933104 288,467 6,866 2.44 19,252 -4.49 0.0185
2018-02-12 2017-12-31 13F MAXIMUS COM 577933104 281,601 1,061 0.38 20,157 11.40 0.0186
2017-11-02 2017-09-30 13F MAXIMUS COM 577933104 280,540 2,188 0.79 18,095 3.80 0.0175
2017-08-08 2017-06-30 13F MAXIMUS COM 577933104 278,352 10,418 3.89 17,433 4.61 0.0175
2017-05-11 2017-03-31 13F MAXIMUS COM 577933104 267,934 11,829 4.62 16,665 16.64 0.0201
2017-02-13 2016-12-31 13F MAXIMUS COM 577933104 256,105 3,883 1.54 14,288 0.15 0.0181
2016-11-10 2016-09-30 13F MAXIMUS COM 577933104 252,222 10,041 4.15 14,266 6.39 0.0188
2016-08-09 2016-06-30 13F MAXIMUS COM 577933104 242,181 28,438 13.30 13,409 19.18 0.0187
2016-05-10 2016-03-31 13F MAXIMUS COM 577933104 213,743 7,962 3.87 11,251 -2.80 0.0163
2016-02-09 2015-12-31 13F MAXIMUS COM 577933104 205,781 -490 -0.24 11,575 -5.79 0.0172
2015-11-12 2015-09-30 13F/A-1 MAXIMUS COM 577933104 206,271 8,572 4.34 12,286 -5.46 0.0193
2015-11-09 2015-09-30 13F MAXIMUS COM 577933104 206,271 12,286
2015-08-10 2015-06-30 13F MAXIMUS COM 577933104 197,699 6,943 3.64 12,995 2.04 0.0194
2015-05-14 2015-03-31 13F/A-1 MAXIMUS COM 577933104 190,756 -220,555 -53.62 12,735 -43.54 0.0190
2015-05-12 2015-03-31 13F MAXIMUS COM 577933104 190,756 12,735
2015-02-12 2014-12-31 13F MAXIMUS COM 577933104 411,311 -6,115 -1.46 22,557 34.65 0.0350
2014-11-13 2014-09-30 13F MAXIMUS COM 577933104 417,426 -9,053 -2.12 16,752 -8.69 0.0284
2014-08-12 2014-06-30 13F MAXIMUS COM 577933104 426,479 -6,955 -1.60 18,347 -5.64 0.0309
2014-05-13 2014-03-31 13F MAXIMUS COM 577933104 433,434 11,163 2.64 19,443 4.67 0.0347
2014-02-12 2013-12-31 13F MAXIMUS COM 577933104 422,271 26,457 6.68 18,575 4.19 0.0347
2013-11-05 2013-09-30 13F MAXIMUS COM 577933104 395,814 171,857 76.74 17,828 6.88 0.0368
2013-08-12 2013-06-30 13F MAXIMUS COM 577933104 223,957 223,957 16,680 0.0369
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.