Filing Research | MMS - MAXIMUS INC COM Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	2.0MSH	$106.6M
2	River Road Asset Management, LLC	Shares	759.9KSH	$40.9M
3	Y-Intercept (Hong Kong) Ltd	Shares	73.1KSH	$3.9M
4	CHATHAM CAPITAL GROUP, INC.	Shares	41.1KSH	$2.2M
5	Robeco Institutional Asset Management B.V.	Shares	40.1KSH	$2.2M
6	Assenagon Asset Management S.A.	Shares	32.0KSH	$1.7M
7	GHP Investment Advisors, Inc.	Shares	25.5KSH	$1.4M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	21.9KSH	$1.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	16.2KSH	$873.2K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.6KSH	$839.2K
11	Louisiana State Employees Retirement System	Shares	15.4KSH	$827.9K
12	Radnor Capital Management, LLC	Shares	14.3KSH	$767.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.6KSH	$676.2K
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.2KSH	$548.4K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.5KSH	$538.5K
16	Gallacher Capital Management LLC	Shares	9.7KSH	$521.3K
17	Liberty Capital Management, Inc.	Shares	7.7KSH	$411.6K
18	Sequoia Financial Advisors, LLC	Shares	5.5KSH	$293.6K
19	Counterpoint Mutual Funds LLC	Shares	5.2KSH	$281.2K
20	Trust Point Inc.	Shares	4.2KSH	$226.7K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	3.9KSH	$225.9K
22	GAMMA Investing LLC	Shares	2.3KSH	$124.0K
23	Blue Trust, Inc.	Shares	1.8KSH	$96.3K
24	Avanza Fonder AB	Shares	1.4KSH	$78.0K
25	LANARK FINANCIAL, INC.	Shares	1.1KSH	$61.8K
26	Versant Capital Management, Inc	Shares	747SH	$40.2K
27	EverSource Wealth Advisors, LLC	Shares	537SH	$28.9K
28	JFS WEALTH ADVISORS, LLC	Shares	456SH	$24.5K
29	IFP Advisors, Inc	Shares	428SH	$23.0K
30	SIGNATUREFD, LLC	Shares	428SH	$23.0K
31	LRI Investments, LLC	Shares	412SH	$22.1K
32	Farther Finance Advisors, LLC	Shares	306SH	$16.5K
33	Ares Financial Consulting, LLC	Shares	144SH	$7.7K
34	MassMutual Private Wealth & Trust, FSB	Shares	89SH	$4.8K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	59.8KSH	$3.2K
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	47SH	$2.5K
37	High Note Wealth, LLC	Shares	45SH	$2.4K
38	Sachetta, LLC	Shares	43SH	$2.3K
39	SJS Investment Consulting Inc.	Shares	37SH	$2.0K
40	True Wealth Design, LLC	Shares	36SH	$1.9K
41	Fortitude Family Office, LLC	Shares	35SH	$1.9K
42	Torren Management, LLC	Shares	30SH	$1.6K
43	AMALGAMATED BANK	Shares	22.4KSH	$1.2K
44	Creative Capital Management Investments LLC	Shares	19SH	$1.0K
45	Handelsbanken Fonder AB	Shares	14.4KSH	$775
46	Barnes Dennig Private Wealth Management LLC	Shares	12SH	$645
47	DiNuzzo Private Wealth, Inc.	Shares	11SH	$592
48	Physician Wealth Advisors, Inc.	Shares	10SH	$538
49	State of Alaska, Department of Revenue	Shares	8.4KSH	$451
50	Mosley Wealth Management	Shares	8SH	$430

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+1.1M	+$51.8M	$106.6M
2	Assenagon Asset Management S.A. new	Shares	+32.0K	+$1.7M	$1.7M
3	Gallacher Capital Management LLC new	Shares	+9.7K	+$521.3K	$521.3K
4	Sequoia Financial Advisors, LLC new	Shares	+5.5K	+$293.6K	$293.6K
5	Robeco Institutional Asset Management B.V. added	Shares	+9.6K	+$200.6K	$2.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$59.1K	$538.5K
7	CHATHAM CAPITAL GROUP, INC. added	Shares	+7.0K	+$21.8K	$2.2M
8	GAMMA Investing LLC added	Shares	+574	+$12.9K	$124.0K
9	Blue Trust, Inc. added	Shares	+471	+$11.7K	$96.3K
10	SIGNATUREFD, LLC added	Shares	+197	+$8.2K	$23.0K
11	LRI Investments, LLC added	Shares	+126	+$3.8K	$22.1K
12	High Note Wealth, LLC new	Shares	+45	+$2.4K	$2.4K
13	Sachetta, LLC new	Shares	+43	+$2.3K	$2.3K
14	SJS Investment Consulting Inc. added	Shares	+25	+$1.2K	$2.0K
15	Creative Capital Management Investments LLC new	Shares	+19	+$1.0K	$1.0K
16	Barnes Dennig Private Wealth Management LLC new	Shares	+12	+$645	$645
17	Mosley Wealth Management new	Shares	+8	+$430	$430
18	Fortitude Family Office, LLC added	Shares	+10	+$279	$1.9K
19	Cordant, Inc. new	Shares	+2	+$108	$108
20	Darwin Wealth Management, LLC new	Shares	0	+$42	$42
21	Raleigh Capital Management Inc. unchanged	Shares	0	-$1	$3
22	Capital Advisors, Ltd. LLC exited	Shares	-55	-$4	$0
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$35	$215
24	Trust Co unchanged	Shares	0	-$42	$216
25	State of Alaska, Department of Revenue trimmed	Shares	-244	-$103	$451
26	Handelsbanken Fonder AB unchanged	Shares	0	-$149	$775
27	Physician Wealth Advisors, Inc. trimmed	Shares	-1	-$168	$538
28	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$178	$592
29	Hughes Financial Services, LLC exited	Shares	-3	-$192	$0
30	Torren Management, LLC unchanged	Shares	0	-$302	$1.6K
31	AMALGAMATED BANK trimmed	Shares	-1.3K	-$313	$1.2K
32	Vermillion Wealth Management, Inc. exited	Shares	-5	-$321	$0
33	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-4	-$742	$2.5K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-9.5K	-$1.2K	$3.2K
35	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.3K	$7.7K
36	ST GERMAIN D J CO INC exited	Shares	-21	-$1.3K	$0
37	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-29	-$2.8K	$4.8K
38	Farther Finance Advisors, LLC trimmed	Shares	-7	-$3.1K	$16.5K
39	Spire Wealth Management exited	Shares	-69	-$4.4K	$0
40	JFS WEALTH ADVISORS, LLC added	Shares	+1	-$4.6K	$24.5K
41	True Wealth Design, LLC trimmed	Shares	-84	-$5.8K	$1.9K
42	Versant Capital Management, Inc trimmed	Shares	-5	-$8.0K	$40.2K
43	EASTERN BANK exited	Shares	-154	-$9.9K	$0
44	LANARK FINANCIAL, INC. unchanged	Shares	0	-$11.9K	$61.8K
45	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-84	-$27.9K	$225.9K
46	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	-$48.3K	$873.2K
47	EverSource Wealth Advisors, LLC trimmed	Shares	-669	-$48.4K	$28.9K
48	IFP Advisors, Inc trimmed	Shares	-789	-$55.0K	$23.0K
49	Avanza Fonder AB trimmed	Shares	-948	-$75.8K	$78.0K
50	Trust Point Inc. trimmed	Shares	-628	-$83.9K	$226.7K

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