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, Q3 2024
Institutional positions in Macy's, Inc. as of Sep 30, 2024. 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
- 425
- +19 vs. Q2 2024
- Shares held
- 212.2M
- +27.5M (+14.9%) vs. Q2 2024
- Total value
- $3.33B
- −$217.2M (−6.1%) vs. Q2 2024
- New holders
- 75
- 136 more added
- Sold out
- 56
- 149 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Macy's, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $8 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $156 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $188 | 0.00% | −50−80.6% | Reduced |
| First Horizon Advisors, Inc. | 16 | $251 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 22 | $345 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $361 | 0.00% | −41−64.1% | Reduced |
| Wolff Wiese Magana LLC | 26 | $412 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 29 | $455 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $463 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $503 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 36 | $565 | 0.00% | −1,080−96.8% | Reduced |
| Tradewinds Capital Management, LLC | 36 | $565 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $785 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 51 | $800 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 51 | $800 | 0.00% | +2+4.1% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $832 | 0.00% | −4−7.0% | Reduced |
| Pacific Center for Financial Services | 62 | $966 | 0.00% | +1+1.6% | Added |
| ClariVest Asset Management LLC | 51 | $979 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 69 | $1.08K | 0.00% | +69 | New |
| Mather Group, LLC. | 70 | $1.10K | 0.00% | −280−80.0% | Reduced |
| First United Bank Trust | 70 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 75 | $1.13K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 82 | $1.29K | 0.00% | +82 | New |
| Ashton Thomas Securities, LLC | 88 | $1.38K | 0.00% | +88 | New |
| Westend Capital Management, LLC | 91 | $1.43K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 98 | $1.54K | 0.00% | +98 | New |
| West Paces Advisors Inc. | 100 | $1.57K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 106 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $1.73K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 111 | $1.74K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 111 | $1.74K | 0.00% | +111 | New |
| Global Retirement Partners, LLC | 115 | $1.80K | 0.00% | −175−60.3% | Reduced |
| Macroview Investment Management LLC | 140 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 170 | $2.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $2.71K | 0.00% | +29+20.1% | Added |
| Webster Bank, N. A. | 185 | $2.90K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 189 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 241 | $3.00K | 0.00% | +241 | New |
| Front Row Advisors LLC | 200 | $3.17K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 218 | $3.32K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 225 | $3.53K | 0.00% | −42−15.7% | Reduced |
| New England Capital Financial Advisors LLC | 227 | $3.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 245 | $3.85K | 0.00% | +6+2.5% | Added |
| Sunbelt Securities, Inc. | 252 | $3.95K | 0.00% | −219−46.5% | Reduced |
| Central Trust Co | 263 | $4.13K | 0.00% | +13+5.2% | Added |
| Rosenberg Matthew Hamilton | 271 | $4.25K | 0.00% | +271 | New |
| Geneos Wealth Management Inc. | 283 | $4.44K | 0.00% | +130+85.0% | Added |
| Harbour Investments, Inc. | 300 | $4.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 322 | $5.05K | 0.00% | +6+1.9% | Added |
| Optiver Holding B.V. | 324 | $5.08K | 0.00% | +324 | New |
| Skopos Labs, Inc. | 326 | $5.12K | 0.00% | +326 | New |
| Arcadia Investment Advisors LLC | 400 | $6.28K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 403 | $6.33K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 485 | $7.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $7.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $7.84K | 0.00% | +500 | New |
| TFC Financial Management | 507 | $7.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 537 | $8.43K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $9.00K | 0.00% | +228+66.1% | Added |
| HHM Wealth Advisors, LLC | 600 | $9.41K | 0.00% | +400+200.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 607 | $9.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 635 | $9.98K | 0.00% | −10,790−94.4% | Reduced |
| SRS Capital Advisors, Inc. | 641 | $10.1K | 0.00% | +641 | New |
| Bell Investment Advisors, Inc | 714 | $11.2K | 0.00% | −44−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 734 | $11.5K | 0.00% | +734 | New |
| Reuter James Wealth Management, LLC | 774 | $12.1K | 0.00% | +774 | New |
| Federation des caisses Desjardins du Quebec | 800 | $12.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 802 | $12.6K | 0.00% | +654+441.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 839 | $13.2K | 0.00% | +717+587.7% | Added |
| Steward Partners Investment Advisory, LLC | 844 | $13.2K | 0.00% | −1,099−56.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 900 | $14.1K | 0.00% | +77+9.4% | Added |
| Rise Advisors, LLC | 916 | $14.4K | 0.01% | +8+0.9% | Added |
| Lindbrook Capital, LLC | 945 | $14.8K | 0.00% | −398−29.6% | Reduced |
| WealthCollab, LLC | 993 | $15.6K | 0.01% | −270−21.4% | Reduced |
| CNB Bank | 996 | $15.6K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 999 | $16.0K | 0.00% | +999 | New |
| Jones Financial Companies LLLP | 1,180 | $18.0K | 0.00% | +1,029+681.5% | Added |
| Assetmark, Inc | 1,247 | $19.6K | 0.00% | −96−7.1% | Reduced |
| Farther Finance Advisors, LLC | 1,311 | $20.4K | 0.00% | −2,048−61.0% | Reduced |
| Riverview Trust Co | 1,375 | $21.6K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,406 | $22.1K | 0.00% | −1,180−45.6% | Reduced |
| Smartleaf Asset Management LLC | 1,720 | $26.2K | 0.00% | +175+11.3% | Added |
| CIBC Private Wealth Group, LLC | 1,755 | $27.5K | 0.00% | −1,315−42.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,788 | $28.1K | 0.00% | +240+15.5% | Added |
| Deseret Mutual Benefit Administrators | 1,867 | $29.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,931 | $30.3K | 0.00% | −1,945−50.2% | Reduced |
| Allworth Financial LP | 1,931 | $30.3K | 0.00% | +21+1.1% | Added |
| Cedar Mountain Advisors, LLC | 2,028 | $31.8K | 0.01% | +18+0.9% | Added |
| Quest Partners LLC | 2,217 | $34.8K | 0.00% | +2,217 | New |
| Abich Financial Wealth Management LLC | 2,219 | $34.8K | 0.08% | −759−25.5% | Reduced |
| Venturi Wealth Management, LLC | 2,281 | $35.8K | 0.00% | +1,685+282.7% | Added |
| Harbor Investment Advisory, LLC | 2,500 | $39.2K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,500 | $39.2K | 0.03% | +2,500 | New |
| Fortitude Family Office, LLC | 2,535 | $39.8K | 0.02% | +55+2.2% | Added |
| Credit Agricole S A | 2,555 | $40.1K | 0.00% | +2,406+1,614.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,600 | $40.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,622 | $41.1K | 0.01% | +1,292+97.1% | Added |