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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 2,798 | $47.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,600 | $44.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,597 | $44.0K | 0.02% | +62+2.4% | Added |
| EverSource Wealth Advisors, LLC | 2,533 | $42.9K | 0.00% | −256−9.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,500 | $42.3K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,500 | $42.3K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,324 | $39.0K | 0.00% | +604+35.1% | Added |
| Kestra Investment Management, LLC | 2,245 | $38.0K | 0.00% | +2,245 | New |
| Jones Financial Companies LLLP | 2,149 | $36.4K | 0.00% | +969+82.1% | Added |
| Versant Capital Management, Inc | 2,131 | $36.1K | 0.01% | −491−18.7% | Reduced |
| Cedar Mountain Advisors, LLC | 2,051 | $34.7K | 0.01% | +23+1.1% | Added |
| Trifecta Capital Advisors, LLC | 2,000 | $33.9K | 0.01% | +2,000 | New |
| Northwestern Mutual Wealth Management Co | 1,960 | $33.2K | 0.00% | +172+9.6% | Added |
| Atlas Capital Advisors LLC | 1,931 | $32.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,867 | $31.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,919 | $28.0K | 0.00% | −12−0.6% | Reduced |
| Covestor Ltd | 1,673 | $28.0K | 0.02% | −5,541−76.8% | Reduced |
| Bryn Mawr Trust Co | 1,557 | $26.4K | 0.00% | −12,546−89.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,547 | $26.2K | 0.01% | −22,742−93.6% | Reduced |
| Ci Investments Inc. | 1,474 | $25.0K | 0.00% | −3,457−70.1% | Reduced |
| Riverview Trust Co | 1,375 | $23.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,369 | $23.2K | 0.00% | +567+70.7% | Added |
| Assetmark, Inc | 1,327 | $22.5K | 0.00% | +80+6.4% | Added |
| Matrix Trust Co | 1,250 | $21.0K | 0.00% | +251+25.1% | Added |
| CIBC Private Wealth Group, LLC | 1,285 | $20.6K | 0.00% | −470−26.8% | Reduced |
| Lindbrook Capital, LLC | 1,200 | $20.3K | 0.00% | +255+27.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,100 | $18.4K | 0.01% | +1,100 | New |
| Farther Finance Advisors, LLC | 1,072 | $18.1K | 0.00% | −239−18.2% | Reduced |
| Venturi Wealth Management, LLC | 1,069 | $18.1K | 0.00% | −1,212−53.1% | Reduced |
| S&T Bank | 1,030 | $17.4K | 0.01% | +1,030 | New |
| CNB Bank | 996 | $16.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 993 | $16.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 974 | $16.5K | 0.00% | +130+15.4% | Added |
| Rise Advisors, LLC | 926 | $15.7K | 0.01% | +10+1.1% | Added |
| Quintet Private Bank (Europe) S.A. | 900 | $15.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 800 | $13.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 564 | $10.8K | 0.00% | −71−11.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 607 | $10.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 549 | $9.29K | 0.00% | −165−23.1% | Reduced |
| Private Wealth Management Group, LLC | 537 | $9.09K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 507 | $8.58K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 505 | $8.56K | 0.00% | +5+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 500 | $8.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 485 | $8.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 403 | $6.83K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 401 | $6.79K | 0.00% | +75+23.0% | Added |
| 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 |
| Huntington National Bank | 395 | $6.69K | 0.00% | −4,242−91.5% | Reduced |
| Massmutual Trust Co FSB | 353 | $5.98K | 0.00% | +31+9.6% | Added |
| SRS Capital Advisors, Inc. | 313 | $5.30K | 0.00% | −328−51.2% | Reduced |
| Harbour Investments, Inc. | 300 | $5.08K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 271 | $4.59K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 268 | $4.54K | 0.00% | −2,287−89.5% | Reduced |
| Central Trust Co | 250 | $4.23K | 0.00% | −13−4.9% | Reduced |
| Sunbelt Securities, Inc. | 252 | $4.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 245 | $4.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $4.06K | 0.00% | −43−15.2% | Reduced |
| New England Capital Financial Advisors LLC | 227 | $3.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 225 | $3.81K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 218 | $3.66K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 212 | $3.59K | 0.00% | +212 | New |
| Front Row Advisors LLC | 200 | $3.42K | 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 |
| GHP Investment Advisors, Inc. | 189 | $3.20K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 185 | $3.13K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 228 | $3.00K | 0.00% | −13−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 170 | $2.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 153 | $2.59K | 0.00% | −20−11.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $2.07K | 0.00% | −717−85.5% | Reduced |
| WPG Advisers, LLC | 121 | $2.05K | 0.00% | +121 | New |
| Global Retirement Partners, LLC | 113 | $1.91K | 0.00% | −2−1.7% | Reduced |
| Center for Financial Planning, Inc. | 111 | $1.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $1.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $1.79K | 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 |
| HM Payson & Co | 98 | $1.66K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 82 | $1.39K | 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 |
| Caitlin John, LLC | 75 | $1.27K | 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 |
| Pacific Center for Financial Services | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $1.04K | 0.00% | +12+24.0% | Added |
| Avion Wealth | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $949 | 0.00% | +3+5.7% | Added |
| Ridgewood Investments LLC | 51 | $863 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $816 | 0.00% | +16+50.0% | Added |
| Tradewinds Capital Management, LLC | 36 | $610 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 36 | $609 | 0.00% | +36 | New |
| True Wealth Design, LLC | 34 | $576 | 0.00% | +34 | New |
| CVA Family Office, LLC | 31 | $525 | 0.00% | +31 | New |
| TD Waterhouse Canada Inc. | 30 | $508 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $449 | 0.00% | +1+3.8% | Added |
| SJS Investment Consulting Inc. | 24 | $407 | 0.00% | +1+4.3% | Added |
| Pineridge Advisors LLC | 22 | $377 | 0.00% | 00.0% | Unchanged |