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 2023
Institutional positions in Macy's, Inc. as of Dec 31, 2023. 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
- 414
- +32 vs. Q3 2023
- Shares held
- 239.7M
- +17.0M (+7.6%) vs. Q3 2023
- Total value
- $4.82B
- +$2.24B (+86.4%) vs. Q3 2023
- New holders
- 105
- 118 more added
- Sold out
- 73
- 135 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Macy's, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 1 | $12 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $41 | 0.00% | +2 | New |
| Insight Financial Services | 10 | $201 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $322 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $322 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $366 | 0.00% | +18 | New |
| Gradient Investments LLC | 19 | $382 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $403 | 0.00% | −33−62.3% | Reduced |
| Pineridge Advisors LLC | 22 | $443 | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 26 | $514 | 0.00% | +1+4.0% | Added |
| Sachetta, LLC | 26 | $524 | 0.00% | +26 | New |
| Tidemark, LLC | 29 | $583 | 0.00% | +29 | New |
| Beaird Harris Wealth Management, LLC | 32 | $644 | 0.00% | +32 | New |
| Tradewinds Capital Management, LLC | 36 | $725 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $845 | 0.00% | +42 | New |
| Bokf, NA | 47 | $945 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $946 | 0.00% | +47 | New |
| Bartlett & Co. Wealth Management LLC | 48 | $985 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 48 | $1.00K | 0.00% | −392−89.1% | Reduced |
| Bartlett & Co. LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.01K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $1.01K | 0.00% | +50 | New |
| ClariVest Asset Management LLC | 51 | $1.03K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 55 | $1.11K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 56 | $1.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $1.21K | 0.00% | +1+1.7% | Added |
| Tucker Asset Management LLC | 62 | $1.25K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $1.41K | 0.00% | +70 | New |
| Caitlin John, LLC | 75 | $1.52K | 0.00% | +75 | New |
| Denali Advisors LLC | 87 | $1.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 114 | $2.00K | 0.00% | +114 | New |
| Cassady Schiller Wealth Management, LLC | 100 | $2.01K | 0.00% | −60−37.5% | Reduced |
| TD Private Client Wealth LLC | 106 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $2.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 125 | $2.52K | 0.00% | +122+4,066.7% | Added |
| St Germain D J Co Inc | 132 | $2.66K | 0.00% | +132 | New |
| Macroview Investment Management LLC | 140 | $2.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $2.90K | 0.00% | −4−2.7% | Reduced |
| Geneos Wealth Management Inc. | 153 | $3.08K | 0.00% | +46+43.0% | Added |
| Naples Money Management LLC | 186 | $3.74K | 0.00% | +186 | New |
| Front Row Advisors LLC | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 218 | $4.39K | 0.00% | −20−8.4% | Reduced |
| RFP Financial Group LLC | 223 | $4.49K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 227 | $4.57K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 235 | $4.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 239 | $4.81K | 0.00% | +227+1,891.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $5.00K | 0.00% | −40,000−50.0% | Reduced |
| Central Trust Co | 250 | $5.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 271 | $5.45K | 0.00% | +271 | New |
| Venturi Wealth Management, LLC | 288 | $5.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 311 | $6.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 347 | $6.98K | 0.00% | +191+122.4% | Added |
| Bessemer Group Inc | 345 | $7.00K | 0.00% | +275+392.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 350 | $7.04K | 0.00% | +350 | New |
| Arcadia Investment Advisors LLC | 400 | $8.05K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 419 | $8.44K | 0.00% | +5+1.2% | Added |
| Sunbelt Securities, Inc. | 471 | $9.48K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 485 | $9.76K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 487 | $9.80K | 0.00% | +87+21.8% | Added |
| Whittier Trust Co of Nevada Inc | 500 | $10.1K | 0.00% | −4,095−89.1% | Reduced |
| American National Bank | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 507 | $10.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 521 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 646 | $11.7K | 0.00% | +184+39.8% | Added |
| Private Wealth Management Group, LLC | 589 | $11.9K | 0.01% | +589 | New |
| Newbridge Financial Services Group, Inc. | 600 | $12.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 625 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 675 | $13.6K | 0.00% | +35+5.5% | Added |
| Plato Investment Management Ltd | 692 | $13.9K | 0.02% | +692 | New |
| TD Waterhouse Canada Inc. | 645 | $16.0K | 0.00% | +615+2,050.0% | Added |
| Federation des caisses Desjardins du Quebec | 800 | $16.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 827 | $16.6K | 0.00% | +210+34.0% | Added |
| Quintet Private Bank (Europe) S.A. | 900 | $18.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 993 | $20.0K | 0.02% | +993 | New |
| Banque Cantonale Vaudoise | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 996 | $20.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $20.1K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 1,000 | $20.1K | 0.02% | +1,000 | New |
| Quarry LP | 1,010 | $20.3K | 0.01% | −742−42.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,047 | $21.1K | 0.01% | +1,047 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,140 | $22.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,103 | $22.0K | 0.01% | +1,103 | New |
| Able Wealth Management LLC | 1,159 | $23.3K | 0.02% | +1,159 | New |
| Assetmark, Inc | 1,175 | $23.6K | 0.00% | −395−25.2% | Reduced |
| Glassman Wealth Services | 1,224 | $24.6K | 0.00% | +743+154.5% | Added |
| Credit Agricole S A | 1,254 | $25.2K | 0.00% | −3,561−74.0% | Reduced |
| Versant Capital Management, Inc | 1,259 | $25.3K | 0.01% | +146+13.1% | Added |
| Lindbrook Capital, LLC | 1,317 | $26.5K | 0.00% | +944+253.1% | Added |
| Atlas Capital Advisors LLC | 1,447 | $29.1K | 0.00% | +1,447 | New |
| Northwestern Mutual Wealth Management Co | 1,476 | $29.7K | 0.00% | −669−31.2% | Reduced |
| Loomis Sayles & Co L P | 1,650 | $33.0K | 0.00% | +127+8.3% | Added |
| Colonial Trust Advisors | 1,736 | $34.9K | 0.00% | +1,736 | New |
| Allworth Financial LP | 1,852 | $37.3K | 0.00% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,867 | $37.6K | 0.02% | −141−7.0% | Reduced |
| Cedar Mountain Advisors, LLC | 1,974 | $39.7K | 0.01% | +28+1.4% | Added |
| Abich Financial Wealth Management LLC | 2,014 | $40.5K | 0.04% | +2,014 | New |
| Covestor Ltd | 2,314 | $47.0K | 0.03% | −2,449−51.4% | Reduced |
| Fortitude Family Office, LLC | 2,480 | $49.9K | 0.04% | +2,480 | New |