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 2024
Institutional positions in Macy's, Inc. as of Dec 31, 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
- 414
- −6 vs. Q3 2024
- Shares held
- 227.8M
- +15.7M (+7.4%) vs. Q3 2024
- Total value
- $3.86B
- +$530.4M (+15.9%) vs. Q3 2024
- New holders
- 63
- 140 more added
- Sold out
- 69
- 134 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Macy's, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 51 | $0 | 0.00% | −55,745−99.9% | Reduced |
| Principal Securities, Inc. | 1 | $17 | 0.00% | −35−97.2% | Reduced |
| Capital A Wealth Management, LLC | 3 | $51 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 5 | $85 | 0.00% | +1+25.0% | Added |
| Aventura Private Wealth, LLC | 6 | $102 | 0.00% | +6 | New |
| GWM Advisors LLC | 8 | $135 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $152 | 0.00% | +9 | New |
| Insight Financial Services | 10 | $169 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $169 | 0.00% | +10 | New |
| New Millennium Group LLC | 11 | $186 | 0.00% | +11 | New |
| Tucker Asset Management LLC | 12 | $203 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $254 | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 16 | $271 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $339 | 0.00% | +20 | New |
| Pineridge Advisors LLC | 22 | $377 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $407 | 0.00% | +1+4.3% | Added |
| Wolff Wiese Magana LLC | 27 | $449 | 0.00% | +1+3.8% | Added |
| TD Waterhouse Canada Inc. | 30 | $508 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 31 | $525 | 0.00% | +31 | New |
| True Wealth Design, LLC | 34 | $576 | 0.00% | +34 | New |
| Old Second National Bank of Aurora | 36 | $609 | 0.00% | +36 | New |
| Tradewinds Capital Management, LLC | 36 | $610 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $816 | 0.00% | +16+50.0% | Added |
| Ridgewood Investments LLC | 51 | $863 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $949 | 0.00% | +3+5.7% | Added |
| Avion Wealth | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $1.04K | 0.00% | +12+24.0% | Added |
| Pacific Center for Financial Services | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $1.19K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 70 | $1.19K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 75 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 79 | $1.34K | 0.00% | +28+54.9% | Added |
| Transce3nd, LLC | 79 | $1.34K | 0.00% | +79 | New |
| Peterson Wealth Services | 82 | $1.39K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 98 | $1.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $1.69K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 106 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $1.86K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 111 | $1.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 113 | $1.91K | 0.00% | −2−1.7% | Reduced |
| WPG Advisers, LLC | 121 | $2.05K | 0.00% | +121 | New |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $2.07K | 0.00% | −717−85.5% | Reduced |
| Parkside Financial Bank & Trust | 153 | $2.59K | 0.00% | −20−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 170 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 228 | $3.00K | 0.00% | −13−5.4% | Reduced |
| Webster Bank, N. A. | 185 | $3.13K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 189 | $3.20K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $3.39K | 0.00% | +200 | New |
| Bernard Wealth Management Corp. | 200 | $3.39K | 0.00% | +200 | New |
| Front Row Advisors LLC | 200 | $3.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 212 | $3.59K | 0.00% | +212 | New |
| Coppell Advisory Solutions LLC | 218 | $3.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 227 | $3.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $4.06K | 0.00% | −43−15.2% | Reduced |
| JFS Wealth Advisors, LLC | 245 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 252 | $4.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $4.23K | 0.00% | −13−4.9% | Reduced |
| Credit Agricole S A | 268 | $4.54K | 0.00% | −2,287−89.5% | Reduced |
| Rosenberg Matthew Hamilton | 271 | $4.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $5.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 313 | $5.30K | 0.00% | −328−51.2% | Reduced |
| Massmutual Trust Co FSB | 353 | $5.98K | 0.00% | +31+9.6% | Added |
| Huntington National Bank | 395 | $6.69K | 0.00% | −4,242−91.5% | Reduced |
| Danske Bank A/S | 400 | $6.77K | 0.00% | −4,200−91.3% | Reduced |
| Arcadia Investment Advisors LLC | 400 | $6.77K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 401 | $6.79K | 0.00% | +75+23.0% | Added |
| AdvisorNet Financial, Inc | 403 | $6.83K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 485 | $8.21K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $8.46K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 505 | $8.56K | 0.00% | +5+1.0% | Added |
| TFC Financial Management | 507 | $8.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 537 | $9.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 549 | $9.29K | 0.00% | −165−23.1% | Reduced |
| HHM Wealth Advisors, LLC | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 607 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 564 | $10.8K | 0.00% | −71−11.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 800 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 900 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 926 | $15.7K | 0.01% | +10+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 974 | $16.5K | 0.00% | +130+15.4% | Added |
| WealthCollab, LLC | 993 | $16.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 996 | $16.9K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 1,030 | $17.4K | 0.01% | +1,030 | New |
| Venturi Wealth Management, LLC | 1,069 | $18.1K | 0.00% | −1,212−53.1% | Reduced |
| Farther Finance Advisors, LLC | 1,072 | $18.1K | 0.00% | −239−18.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,100 | $18.4K | 0.01% | +1,100 | New |
| Lindbrook Capital, LLC | 1,200 | $20.3K | 0.00% | +255+27.0% | Added |
| CIBC Private Wealth Group, LLC | 1,285 | $20.6K | 0.00% | −470−26.8% | Reduced |
| Matrix Trust Co | 1,250 | $21.0K | 0.00% | +251+25.1% | Added |
| Assetmark, Inc | 1,327 | $22.5K | 0.00% | +80+6.4% | Added |
| Umb Bank N A | 1,369 | $23.2K | 0.00% | +567+70.7% | Added |
| Riverview Trust Co | 1,375 | $23.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,474 | $25.0K | 0.00% | −3,457−70.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,547 | $26.2K | 0.01% | −22,742−93.6% | Reduced |
| Bryn Mawr Trust Co | 1,557 | $26.4K | 0.00% | −12,546−89.0% | Reduced |
| Covestor Ltd | 1,673 | $28.0K | 0.02% | −5,541−76.8% | Reduced |
| Allworth Financial LP | 1,919 | $28.0K | 0.00% | −12−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,867 | $31.6K | 0.02% | 00.0% | Unchanged |