| 4 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.7M | $145.3M | +29.8% | 5.144% | 0.40% |
| 5 | STATE STREET CORP | 2.6M | $137.9M | +4.4% | 4.884% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $127.2M | -2.9% | 4.503% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $126.6M | +11.7% | 4.481% | 0.02% |
| 8 | REINHART PARTNERS, LLC. | 2.0M | $106.6M | +131.8% | 3.773% | 2.43% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $84.8M | +5.3% | 3.002% | 0.00% |
| 10 | Boston Partners | 910K | $49.2M | +36.0% | 1.732% | 0.04% |
| 11 | Stephens Investment Management Group LLC | 855K | $46.0M | +19.3% | 1.627% | 0.49% |
| 12 | Qube Research & Technologies Ltd | 783K | $42.1M | +96.6% | 1.489% | 0.04% |
| 13 | River Road Asset Management, LLC | 760K | $40.9M | -8.0% | 1.446% | 0.45% |
| 14 | Sio Capital Management, LLC | 715K | $38.5M | -7.0% | 1.361% | 6.36% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 703K | $37.8M | -1.9% | 1.339% | 0.01% |
| 16 | NORTHERN TRUST CORP | 700K | $37.6M | +1.0% | 1.332% | 0.00% |
| 17 | NORGES BANK | 696K | $37.4M | — | 1.324% | 0.00% |
| 18 | Allianz Asset Management GmbH | 685K | $36.8M | -23.4% | 1.304% | 0.02% |
| 19 | PRUDENTIAL FINANCIAL INC | 684K | $36.8M | +3137.2% | 1.302% | 0.04% |
| 20 | GOLDMAN SACHS GROUP INC | 641K | $34.4M | +33.3% | 1.219% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 622K | $33.4M | +470.0% | 1.184% | 0.00% |
| 22 | JUPITER ASSET MANAGEMENT LTD | 608K | $32.7M | +25.6% | 1.158% | 0.16% |
| 23 | BANK OF AMERICA CORP /DE/ | 586K | $31.5M | +3.9% | 1.115% | 0.00% |
| 24 | Invesco Ltd. | 533K | $28.6M | +192.9% | 1.014% | 0.00% |
| 25 | ROYCE & ASSOCIATES LP | 527K | $28.3M | +41.5% | 1.003% | 0.23% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MMS — a direct measure of their conviction.
| 99.04% |
| +0.28 pp |
| $3.63B |
| 10.0% |
| Q4 2024 | 348 | 5.4% | 98.76% | 74.45 pp | $4.03B | 59% |
| Q3 2024 | 368 | — | 173.21% | — | $9.77B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MMS institutional ownership rose by 1.96 percentage points quarter-over-quarter, with a net change of -19 holders.
The top 10 institutions account for 58.2% of all reported 13F value in MMS, and the top 25 account for 77.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Maximus, Inc. (MMS) Institutional Ownership