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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4,820 | $97.0K | 0.00% | −19,176−79.9% | Reduced |
| Quadrant Capital Group LLC | 4,645 | $93.5K | 0.01% | +2,016+76.7% | Added |
| GAMMA Investing LLC | 4,011 | $73.4K | 0.02% | +4,011 | New |
| nVerses Capital, LLC | – | $72.4K | 0.20% | – | New |
| Fifth Third Bancorp | 3,599 | $72.4K | 0.00% | +93+2.7% | Added |
| Harvest Fund Management Co., Ltd | 3,560 | $72.0K | 0.01% | +3,383+1,911.3% | Added |
| Ci Investments Inc. | 3,415 | $69.0K | 0.00% | +939+37.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,314 | $66.7K | 0.00% | −250−7.0% | Reduced |
| FNY Investment Advisers, LLC | 3,200 | $64.0K | 0.07% | −7,600−70.4% | Reduced |
| Clear Street Markets LLC | 3,200 | $64.0K | 0.03% | +3,200 | New |
| Parallel Advisors, LLC | 3,019 | $60.7K | 0.00% | +1,355+81.4% | Added |
| Principal Securities, Inc. | 2,913 | $58.6K | 0.00% | +2,913 | New |
| Hexagon Capital Partners LLC | 2,749 | $55.3K | 0.01% | +2,532+1,166.8% | Added |
| Harbor Investment Advisory, LLC | 2,500 | $50.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,480 | $49.9K | 0.04% | +2,480 | New |
| Covestor Ltd | 2,314 | $47.0K | 0.03% | −2,449−51.4% | Reduced |
| Abich Financial Wealth Management LLC | 2,014 | $40.5K | 0.04% | +2,014 | New |
| Cedar Mountain Advisors, LLC | 1,974 | $39.7K | 0.01% | +28+1.4% | Added |
| Deseret Mutual Benefit Administrators | 1,867 | $37.6K | 0.02% | −141−7.0% | Reduced |
| Allworth Financial LP | 1,852 | $37.3K | 0.00% | +1+0.1% | Added |
| Colonial Trust Advisors | 1,736 | $34.9K | 0.00% | +1,736 | New |
| Loomis Sayles & Co L P | 1,650 | $33.0K | 0.00% | +127+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,476 | $29.7K | 0.00% | −669−31.2% | Reduced |
| Atlas Capital Advisors LLC | 1,447 | $29.1K | 0.00% | +1,447 | New |
| Lindbrook Capital, LLC | 1,317 | $26.5K | 0.00% | +944+253.1% | Added |
| Versant Capital Management, Inc | 1,259 | $25.3K | 0.01% | +146+13.1% | Added |
| Credit Agricole S A | 1,254 | $25.2K | 0.00% | −3,561−74.0% | Reduced |
| Glassman Wealth Services | 1,224 | $24.6K | 0.00% | +743+154.5% | Added |
| Assetmark, Inc | 1,175 | $23.6K | 0.00% | −395−25.2% | Reduced |
| Able Wealth Management LLC | 1,159 | $23.3K | 0.02% | +1,159 | 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 |
| Turtle Creek Wealth Advisors, LLC | 1,047 | $21.1K | 0.01% | +1,047 | New |
| Quarry LP | 1,010 | $20.3K | 0.01% | −742−42.4% | Reduced |
| 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 |
| CNB Bank | 996 | $20.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 993 | $20.0K | 0.02% | +993 | New |
| Quintet Private Bank (Europe) S.A. | 900 | $18.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 827 | $16.6K | 0.00% | +210+34.0% | Added |
| Federation des caisses Desjardins du Quebec | 800 | $16.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 645 | $16.0K | 0.00% | +615+2,050.0% | Added |
| Plato Investment Management Ltd | 692 | $13.9K | 0.02% | +692 | New |
| Bell Investment Advisors, Inc | 675 | $13.6K | 0.00% | +35+5.5% | Added |
| Private Trust Co NA | 625 | $12.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $12.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 589 | $11.9K | 0.01% | +589 | New |
| Global Retirement Partners, LLC | 646 | $11.7K | 0.00% | +184+39.8% | Added |
| GHP Investment Advisors, Inc. | 521 | $10.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 507 | $10.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $10.1K | 0.00% | −4,095−89.1% | Reduced |
| AdvisorNet Financial, Inc | 487 | $9.80K | 0.00% | +87+21.8% | Added |
| McIlrath & Eck, LLC | 485 | $9.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 471 | $9.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 419 | $8.44K | 0.00% | +5+1.2% | Added |
| Arcadia Investment Advisors LLC | 400 | $8.05K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 350 | $7.04K | 0.00% | +350 | New |
| Bessemer Group Inc | 345 | $7.00K | 0.00% | +275+392.9% | Added |
| Massmutual Trust Co FSB | 347 | $6.98K | 0.00% | +191+122.4% | Added |
| Harbour Investments, Inc. | 311 | $6.26K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 288 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 271 | $5.45K | 0.00% | +271 | New |
| Central Trust Co | 250 | $5.03K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $5.00K | 0.00% | −40,000−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 239 | $4.81K | 0.00% | +227+1,891.7% | Added |
| Huntington National Bank | 235 | $4.73K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 227 | $4.57K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 223 | $4.49K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 218 | $4.39K | 0.00% | −20−8.4% | Reduced |
| Front Row Advisors LLC | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 186 | $3.74K | 0.00% | +186 | New |
| Geneos Wealth Management Inc. | 153 | $3.08K | 0.00% | +46+43.0% | Added |
| Parkside Financial Bank & Trust | 144 | $2.90K | 0.00% | −4−2.7% | Reduced |
| Macroview Investment Management LLC | 140 | $2.82K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 132 | $2.66K | 0.00% | +132 | New |
| Kayne Anderson Rudnick Investment Management LLC | 125 | $2.52K | 0.00% | +122+4,066.7% | Added |
| Farmers & Merchants Investments Inc | 121 | $2.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $2.01K | 0.00% | −60−37.5% | Reduced |
| Avion Wealth | 114 | $2.00K | 0.00% | +114 | New |
| Denali Advisors LLC | 87 | $1.75K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 75 | $1.52K | 0.00% | +75 | New |
| First United Bank Trust | 70 | $1.41K | 0.00% | +70 | New |
| Tucker Asset Management LLC | 62 | $1.25K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $1.21K | 0.00% | +1+1.7% | Added |
| Proequities, Inc. | 56 | $1.14K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 55 | $1.11K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $1.03K | 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 |
| Ronald Blue Trust, Inc. | 48 | $1.00K | 0.00% | −392−89.1% | Reduced |
| Bartlett & Co. LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $985 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $946 | 0.00% | +47 | New |
| Bokf, NA | 47 | $945 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $845 | 0.00% | +42 | New |
| Tradewinds Capital Management, LLC | 36 | $725 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 32 | $644 | 0.00% | +32 | New |