Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership615,193 shares
Latest Disclosed Value $ 39,433,871
UBS Group AG reports 0.79% increase in ownership of MMS / Maximus, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 615,193 shares of Maximus, Inc. (MX:MMS) valued at $39,433,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 610,354 shares of Maximus, Inc.. This represents a change in shares of 0.79% 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)
2026-05-05 2026-03-31 13F MAXIMUS COM 577933104 615,193 4,839 0.79 39,434 -25.15 0.0011
2026-01-29 2025-12-31 13F MAXIMUS COM 577933104 610,354 265,095 76.78 52,686 67.01 0.0085
2025-11-13 2025-09-30 13F MAXIMUS COM 577933104 345,259 15,044 4.56 31,546 36.09 0.0049
2025-08-14 2025-06-30 13F MAXIMUS COM 577933104 330,215 -52,825 -13.79 23,181 -11.25 0.0040
2025-05-13 2025-03-31 13F MAXIMUS COM 577933104 383,040 -58,367 -13.22 26,119 -20.73 0.0048
2025-02-14 2024-12-31 13F MAXIMUS COM 577933104 441,407 363,946 469.84 32,951 356.64 0.0061
2024-11-14 2024-09-30 13F MAXIMUS COM 577933104 77,461 36,251 87.97 7,216 104.36 0.0016
2024-08-14 2024-06-30 13F MAXIMUS COM 577933104 41,210 -37,260 -47.48 3,532 -46.36 0.0009
2024-05-13 2024-03-31 13F MAXIMUS COM 577933104 78,470 5,746 7.90 6,584 7.95 0.0016
2024-02-09 2023-12-31 13F MAXIMUS COM 577933104 72,724 27,466 60.69 6,099 80.47 0.0018
2023-11-09 2023-09-30 13F MAXIMUS COM 577933104 45,258 -1,192 -2.57 3,380 -13.91 0.0012
2023-08-11 2023-06-30 13F MAXIMUS COM 577933104 46,450 36,712 377.00 3,925 412.40 0.0013
2023-05-12 2023-03-31 13F MAXIMUS COM 577933104 9,738 -20,975 -68.29 766 -65.99 0.0003
2023-02-08 2022-12-31 13F MAXIMUS COM 577933104 30,713 16,962 123.35 2,252 182.91 0.0008
2022-11-10 2022-09-30 13F MAXIMUS COM 577933104 13,751 -22,931 -62.51 796 -65.29 0.0003
2022-08-10 2022-06-30 13F MAXIMUS COM 577933104 36,682 -16,732 -31.33 2,293 -42.73 0.0009
2022-05-16 2022-03-31 13F MAXIMUS COM 577933104 53,414 -42,795 -44.48 4,004 -47.76 0.0013
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 96,209 29,842 44.97 7,664 38.79 0.0022
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 66,367 18,167 37.69 5,522 30.24 0.0017
2021-08-13 2021-06-30 13F MAXIMUS COM 577933104 48,200 -15,583 -24.43 4,240 -25.34 0.0014
2021-05-12 2021-03-31 13F MAXIMUS COM 577933104 63,783 3,332 5.51 5,679 28.34 0.0019
2021-02-11 2020-12-31 13F MAXIMUS COM 577933104 60,451 14,269 30.90 4,425 40.08 0.0015
2020-11-12 2020-09-30 13F MAXIMUS COM 577933104 46,182 27,091 141.90 3,159 134.87 0.0012
2020-07-31 2020-06-30 13F MAXIMUS COM 577933104 19,091 -159,000 -89.28 1,345 -87.02 0.0006
2020-05-01 2020-03-31 13F MAXIMUS COM 577933104 178,091 -68,792 -27.86 10,365 -43.56 0.0049
2020-02-14 2019-12-31 13F MAXIMUS COM 577933104 246,883 166,212 206.04 18,365 194.64 0.0064
2019-11-14 2019-09-30 13F MAXIMUS COM 577933104 80,671 29,053 56.28 6,233 66.44 0.0024
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 51,618 3,117 6.43 3,745 8.80 0.0014
2019-05-14 2019-03-31 13F MAXIMUS COM 577933104 48,501 10,782 28.59 3,442 40.20 0.0014
2019-02-14 2018-12-31 13F MAXIMUS COM 577933104 37,719 -116,615 -75.56 2,455 -75.55 0.0011
2018-11-14 2018-09-30 13F MAXIMUS COM 577933104 154,334 -5,448 -3.41 10,040 1.17 0.0040
2018-08-14 2018-06-30 13F MAXIMUS COM 577933104 159,782 75,904 90.49 9,924 77.28 0.0043
2018-05-15 2018-03-31 13F MAXIMUS COM 577933104 83,878 64,003 322.03 5,598 293.39 0.0024
2018-02-14 2017-12-31 13F MAXIMUS COM 577933104 19,875 -22,586 -53.19 1,423 -48.03 0.0006
2017-11-14 2017-09-30 13F MAXIMUS COM 577933104 42,461 2,035 5.03 2,738 8.14 0.0013
2017-11-14 2017-06-30 13F/A-1 MAXIMUS COM 577933104 40,426 29,436 267.84 2,532 270.18 0.0013
2017-08-14 2017-06-30 13F MAXIMUS COM 577933104 40,426 29,436 2,532
2017-11-14 2017-03-31 13F/A-1 MAXIMUS COM 577933104 10,990 -15,289 -58.18 684 -53.34 0.0004
2017-05-12 2017-03-31 13F MAXIMUS COM 577933104 10,990 -15,289 684
2017-02-14 2016-12-31 13F MAXIMUS COM 577933104 26,279 17,423 196.74 1,466 192.61 0.0008
2016-11-14 2016-09-30 13F MAXIMUS COM 577933104 8,856 -884 -9.08 501 -7.22 0.0003
2016-08-12 2016-06-30 13F MAXIMUS COM 577933104 9,740 -6,032 -38.24 540 -35.02 0.0003
2016-05-12 2016-03-31 13F MAXIMUS COM 577933104 15,772 7,076 81.37 831 69.94 0.0006
2016-02-16 2015-12-31 13F MAXIMUS COM 577933104 8,696 3,542 68.72 489 59.28 0.0003
2015-11-13 2015-09-30 13F MAXIMUS COM 577933104 5,154 1,961 61.42 307 46.19 0.0002
2015-08-14 2015-06-30 13F MAXIMUS COM 577933104 3,193 -6,246 -66.17 210 -66.67 0.0001
2015-05-14 2015-03-31 13F MAXIMUS COM 577933104 9,439 -1,853 -16.41 630 1.78 0.0004
2015-02-17 2014-12-31 13F MAXIMUS COM 577933104 11,292 11,292 619 0.0004
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.