Macy's, Inc.
M- Exchange
- NYSE
- Industry
- Retail-Department Stores
- SEC CIK
- 0000794367
No open-market purchases or sales by Macy's, Inc. insiders were filed in the last 90 days; 491 institutions reported holding it in 13F filings for Q2 2026, worth $6.07B in total; Berkshire Hathaway is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Macy's, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 440
- +49 vs. Q3 2022
- Shares held
- 221.5M
- +2.72M (+1.2%) vs. Q3 2022
- Total value
- $4.58B
- +$1.14B (+33.0%) vs. Q3 2022
- New holders
- 85
- 170 more added
- Sold out
- 36
- 135 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting M on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 491 | $6.07B |
| Q1 2026 | 480 | $4.59B |
| Q4 2025 | 501 | $5.19B |
| Q3 2025 | 437 | $4.17B |
| Q2 2025 | 411 | $2.81B |
| Q1 2025 | 413 | $2.98B |
| Q4 2024 | 414 | $3.86B |
| Q3 2024 | 425 | $3.33B |
| Q2 2024 | 407 | $4.04B |
| Q1 2024 | 424 | $4.45B |
| Q4 2023 | 414 | $4.82B |
| Q3 2023 | 386 | $2.59B |
| Q2 2023 | 376 | $3.65B |
| Q1 2023 | 425 | $3.93B |
| Q4 2022 | 440 | $4.58B |
| Q3 2022 | 398 | $3.44B |
| Q2 2022 | 418 | $4.21B |
| Q1 2022 | 445 | $5.77B |
| Q4 2021 | 429 | $6.41B |
| Q3 2021 | 392 | $6.37B |
| Q2 2021 | 363 | $5.07B |
| Q1 2021 | 357 | $4.08B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Macy's, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 0 | $3 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $126 | 0.00% | +2 | New |
| Insight Financial Services | 10 | $206 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $268 | 0.00% | −12−48.0% | Reduced |
| Private Advisor Group, LLC | 18,700 | $386 | 0.00% | −437−2.3% | Reduced |
| Wolff Wiese Magana LLC | 24 | $506 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $604 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 35 | $723 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $743 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $826 | 0.00% | +40 | New |
| GoalVest Advisory LLC | 42 | $867 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $971 | 0.00% | −48−50.5% | Reduced |
| Capital Analysts, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | +14+56.0% | Added |
| Steward Financial Group LLC | 77 | $1.00K | 0.00% | +77 | New |
| Clearstead Advisors, LLC | 50 | $1.03K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 55 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 56 | $1.16K | 0.00% | +16+40.0% | Added |
| Tucker Asset Management LLC | 62 | $1.27K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 63 | $1.30K | 0.00% | +63 | New |
| Disciplined Investments, LLC | 69 | $1.43K | 0.00% | −2−2.8% | Reduced |
| Lee Financial Co | 78 | $1.61K | 0.00% | +78 | New |
| Cornerstone Management, Inc. | 88 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 93 | $1.92K | 0.00% | +49+111.4% | Added |
| Financial Management Professionals, Inc. | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $2.00K | 0.00% | +85 | New |
| Transamerica Financial Advisors, Inc. | 52 | $2.00K | 0.00% | +51+5,100.0% | Added |
| First Horizon Advisors, Inc. | 100 | $2.06K | 0.00% | +84+525.0% | Added |
| Cassady Schiller Wealth Management, LLC | 100 | $2.06K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 106 | $2.19K | 0.00% | −69−39.4% | Reduced |
| Rosenberg Matthew Hamilton | 119 | $2.46K | 0.00% | +1+0.8% | Added |
| Farmers & Merchants Investments Inc | 121 | $2.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 141 | $2.91K | 0.00% | +90+176.5% | Added |
| ClariVest Asset Management LLC | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 149 | $3.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 562 | $3.29K | 0.00% | +562 | New |
| Truvestments Capital LLC | 161 | $3.33K | 0.00% | +161 | New |
| Raleigh Capital Management Inc. | 191 | $3.94K | 0.00% | +95+99.0% | Added |
| Webster Bank, N. A. | 185 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 194 | $4.01K | 0.00% | +194 | New |
| Advanced Asset Management Advisors Inc | 200 | $4.13K | 0.00% | +200 | New |
| Schubert & Co | 216 | $4.46K | 0.00% | +68+45.9% | Added |
| RFP Financial Group LLC | 223 | $4.61K | 0.00% | +223 | New |
| Dark Forest Capital Management LP | 227 | $4.69K | 0.00% | +227 | New |
| Coppell Advisory Solutions LLC | 229 | $4.73K | 0.00% | +229 | New |
| Coppell Advisory Solutions Corp. | 229 | $4.73K | 0.00% | +229 | New |
| Central Trust Co | 250 | $5.16K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 227 | $5.17K | 0.00% | +227 | New |
| American National Bank | 300 | $6.00K | 0.00% | −700−70.0% | Reduced |
| Geneos Wealth Management Inc. | 329 | $6.79K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 332 | $7.00K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 344 | $7.10K | 0.00% | +41+13.5% | Added |
| Sageworth Trust Co | 385 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 400 | $8.26K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 400 | $8.26K | 0.00% | +400 | New |
| Edmond de Rothschild Holding S.A. | 405 | $8.36K | 0.00% | −71,468−99.4% | Reduced |
| Bessemer Group Inc | 500 | $10.0K | 0.00% | −197−28.3% | Reduced |
| Hall Laurie J Trustee | 480 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 501 | $10.0K | 0.00% | +201+67.0% | Added |
| McIlrath & Eck, LLC | 485 | $10.0K | 0.00% | +485 | New |
| Blue Bell Private Wealth Management, LLC | 497 | $10.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 500 | $10.3K | 0.00% | −25−4.8% | Reduced |
| TFC Financial Management | 507 | $10.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 527 | $10.9K | 0.00% | +409+346.6% | Added |
| Belpointe Asset Management LLC | 535 | $11.1K | 0.00% | −9,782−94.8% | Reduced |
| Hoey Investments, Inc | 561 | $11.6K | 0.01% | +561 | New |
| Private Trust Co NA | 573 | $12.0K | 0.00% | −70−10.9% | Reduced |
| Turim 21 Investimentos Ltda. | 596 | $12.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $12.4K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 600 | $12.4K | 0.01% | +600 | New |
| Accurate Wealth Management, LLC | 631 | $13.2K | 0.00% | +631 | New |
| Proequities, Inc. | 654 | $13.6K | 0.00% | −100−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 664 | $13.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 671 | $13.9K | 0.01% | +671 | New |
| CVA Family Office, LLC | 725 | $15.0K | 0.00% | +455+168.5% | Added |
| Lindbrook Capital, LLC | 776 | $16.0K | 0.00% | +238+44.2% | Added |
| Money Concepts Capital Corp | 860 | $17.8K | 0.00% | +860 | New |
| EverSource Wealth Advisors, LLC | 870 | $18.0K | 0.00% | −292−25.1% | Reduced |
| AdvisorNet Financial, Inc | 880 | $18.2K | 0.00% | +75+9.3% | Added |
| Byrne Asset Management LLC | 930 | $19.3K | 0.01% | +930 | New |
| CNB Bank | 996 | $20.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,003 | $21.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,052 | $21.7K | 0.01% | −68−6.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,140 | $23.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,167 | $24.0K | 0.00% | +600+105.8% | Added |
| FinTrust Capital Advisors, LLC | 1,240 | $25.6K | 0.01% | +1,240 | New |
| Parallel Advisors, LLC | 1,337 | $27.6K | 0.00% | +82+6.5% | Added |
| Fifth Third Bancorp | 1,399 | $28.9K | 0.00% | +403+40.5% | Added |
| Cutler Group LP | 1,500 | $30.0K | 0.00% | −3,729−71.3% | Reduced |
| Private Ocean, LLC | 1,453 | $30.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,500 | $31.0K | 0.00% | +1,500 | New |
| Ronald Blue Trust, Inc. | 2,264 | $36.0K | 0.00% | +1,797+384.8% | Added |
| Signaturefd, LLC | 1,835 | $37.9K | 0.00% | −95−4.9% | Reduced |
| Cedar Mountain Advisors, LLC | 1,895 | $39.1K | 0.01% | +17+0.9% | Added |
| TCI Wealth Advisors, Inc. | 1,948 | $40.2K | 0.01% | +9+0.5% | Added |
| Deseret Mutual Benefit Administrators | 2,008 | $41.5K | 0.02% | −7,997−79.9% | Reduced |