Macy's, Inc.
M- 交易所
- NYSE
- 產業
- Retail-Department Stores
- SEC CIK
- 0000794367
近 90 天，Macy's, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 491 家機構在 13F 申報持有，市值合計 $60.7 億；大師中只有波克夏持有。
2026 年第 2 季 13F 持有人
Macy's, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 491
- 較 2026 年第 1 季 +18 家
- 持有股數
- 2.57 億
- 較 2026 年第 1 季 +466.7 萬 (+1.8%)
- 總市值
- $60.7 億
- 較 2026 年第 1 季 +$14.9 億 (+32.5%)
- 新進機構
- 83
- 另有 152 家加碼
- 清倉機構
- 65
- 另有 161 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 M 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 491 | $60.7 億 |
| 2026 年第 1 季 | 480 | $45.9 億 |
| 2025 年第 4 季 | 501 | $51.9 億 |
| 2025 年第 3 季 | 437 | $41.7 億 |
| 2025 年第 2 季 | 411 | $28.1 億 |
| 2025 年第 1 季 | 413 | $29.8 億 |
| 2024 年第 4 季 | 414 | $38.6 億 |
| 2024 年第 3 季 | 425 | $33.3 億 |
| 2024 年第 2 季 | 407 | $40.4 億 |
| 2024 年第 1 季 | 424 | $44.5 億 |
| 2023 年第 4 季 | 414 | $48.2 億 |
| 2023 年第 3 季 | 386 | $25.9 億 |
| 2023 年第 2 季 | 376 | $36.5 億 |
| 2023 年第 1 季 | 425 | $39.3 億 |
| 2022 年第 4 季 | 440 | $45.8 億 |
| 2022 年第 3 季 | 398 | $34.4 億 |
| 2022 年第 2 季 | 418 | $42.1 億 |
| 2022 年第 1 季 | 445 | $57.7 億 |
| 2021 年第 4 季 | 429 | $64.1 億 |
| 2021 年第 3 季 | 392 | $63.7 億 |
| 2021 年第 2 季 | 363 | $50.7 億 |
| 2021 年第 1 季 | 357 | $40.8 億 |
2026 年第 2 季持有機構
每家機構持有 Macy's, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Contrarian Capital Management, L.L.C. | 200,000 | $471.0 萬 | 1.54% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 193,802 | $456.4 萬 | 0.01% | +49,098+33.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 192,008 | $452.2 萬 | 0.01% | +19,194+11.1% | 加碼 |
| CastleKnight Management LP | 191,040 | $449.9 萬 | 0.16% | −100,700−34.5% | 減碼 |
| Waterfront Wealth Inc. | 198,022 | $448.3 萬 | 0.69% | −635−0.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 188,528 | $444.0 萬 | 0.00% | −1,334−0.7% | 減碼 |
| Wells Fargo & Company | 176,436 | $415.5 萬 | 0.00% | +111,978+173.7% | 加碼 |
| Voya Investment Management LLC | 171,550 | $404.0 萬 | 0.00% | −159−0.1% | 減碼 |
| Impax Asset Management Group plc | 169,357 | $398.8 萬 | 0.03% | +7,371+4.6% | 加碼 |
| Engineers Gate Manager LP | 165,126 | $388.9 萬 | 0.05% | −138,507−45.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 164,182 | $386.6 萬 | 0.06% | −423,064−72.0% | 減碼 |
| Stifel Financial Corp | 161,494 | $380.3 萬 | 0.00% | −776−0.5% | 減碼 |
| Picton Mahoney Asset Management | 155,834 | $367.0 萬 | 0.03% | +65,185+71.9% | 加碼 |
| GLOBALT Investments LLC | 153,922 | $362.5 萬 | 0.12% | +153,922 | 新進 |
| LPL Financial LLC | 150,869 | $355.3 萬 | 0.00% | +7,537+5.3% | 加碼 |
| Credit Agricole S A | 143,900 | $338.9 萬 | 0.01% | 00.0% | 不變 |
| Readystate Asset Management LP | 138,539 | $326.3 萬 | 0.13% | −49,176−26.2% | 減碼 |
| Thrivent Financial for Lutherans | 136,883 | $322.3 萬 | 0.01% | +44,146+47.6% | 加碼 |
| Martingale Asset Management L P | 134,480 | $316.7 萬 | 0.08% | −183,952−57.8% | 減碼 |
| New York State Common Retirement Fund | 128,102 | $301.7 萬 | 0.00% | +7,700+6.4% | 加碼 |
| Sterling Capital Management LLC | 127,932 | $301.3 萬 | 0.05% | −1,456−1.1% | 減碼 |
| MetLife Investment Management | 127,787 | $300.9 萬 | 0.01% | −3,838−2.9% | 減碼 |
| Hussman Strategic Advisors, Inc. | 126,000 | $296.7 萬 | 0.68% | +21,000+20.0% | 加碼 |
| Gabelli Funds LLC | 124,300 | $292.7 萬 | 0.02% | 00.0% | 不變 |
| Jupiter Topco LLC | 122,217 | $288.0 萬 | 0.00% | +122,217 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 118,806 | $279.8 萬 | 0.02% | +5,694+5.0% | 加碼 |
| CI Private Wealth, LLC | 117,251 | $276.1 萬 | 0.00% | −145,007−55.3% | 減碼 |
| Amalgamated Bank | 116,721 | $274.9 萬 | 0.02% | −22,966−16.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 116,074 | $273.4 萬 | 0.00% | −98,771−46.0% | 減碼 |
| Virginia Retirement Systems Et Al | 115,959 | $273.1 萬 | 0.02% | −20,500−15.0% | 減碼 |
| Cumberland Advisors Inc | 115,010 | $270.8 萬 | 0.95% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 113,241 | $266.7 萬 | 0.01% | −10,019−8.1% | 減碼 |
| Treasurer of the State of North Carolina | 112,202 | $264.2 萬 | 0.01% | −2,130−1.9% | 減碼 |
| Lisanti Capital Growth, LLC | 112,010 | $263.8 萬 | 0.58% | +112,010 | 新進 |
| Nicolet Bankshares Inc | 110,350 | $259.9 萬 | 0.08% | −10,813−8.9% | 減碼 |
| Ritholtz Wealth Management | 108,552 | $255.6 萬 | 0.04% | +27,343+33.7% | 加碼 |
| Two Sigma Investments, LP | 107,975 | $254.3 萬 | 0.00% | −503,855−82.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 107,518 | $253.2 萬 | 0.03% | −76,615−41.6% | 減碼 |
| HB Wealth Management, LLC | 106,499 | $250.8 萬 | 0.01% | +756+0.7% | 加碼 |
| Camden Capital, LLC | 104,955 | $247.2 萬 | 0.12% | −581−0.6% | 減碼 |
| Wealthfront Advisers LLC | 101,257 | $238.5 萬 | 0.00% | −2,686−2.6% | 減碼 |
| Mutual of America Capital Management LLC | 97,905 | $230.6 萬 | 0.02% | −3,988−3.9% | 減碼 |
| State of Tennessee, Treasury Department | 96,524 | $227.3 萬 | 0.01% | +3,262+3.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 95,779 | $225.6 萬 | 0.01% | −6,399−6.3% | 減碼 |
| Public Employees Retirement System of Ohio | 95,515 | $224.9 萬 | 0.01% | +11,363+13.5% | 加碼 |
| Royal Bank of Canada | 92,621 | $218.1 萬 | 0.00% | −82,885−47.2% | 減碼 |
| Neo Ivy Capital Management | 91,228 | $214.8 萬 | 0.49% | +6,733+8.0% | 加碼 |
| Teacher Retirement System of Texas | 88,417 | $208.2 萬 | 0.01% | −49,253−35.8% | 減碼 |
| Yousif Capital Management, LLC | 85,803 | $202.1 萬 | 0.02% | −8,559−9.1% | 減碼 |
| Envestnet Asset Management Inc | 84,818 | $199.7 萬 | 0.00% | +51,177+152.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 84,184 | $198.3 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 82,111 | $193.4 萬 | 0.00% | +12,672+18.2% | 加碼 |
| New Age Alpha Advisors, LLC | 78,152 | $184.0 萬 | 0.08% | +78,152 | 新進 |
| Louisiana State Employees Retirement System | 77,200 | $181.8 萬 | 0.03% | +100+0.1% | 加碼 |
| Raymond James Financial Inc | 76,746 | $180.7 萬 | 0.00% | −10,168−11.7% | 減碼 |
| Susquehanna International Group, LLP | 75,762 | $178.4 萬 | 0.00% | +8,191+12.1% | 加碼 |
| Oak Thistle LLC | 74,778 | $176.1 萬 | 0.17% | −13,487−15.3% | 減碼 |
| Voleon Capital Management LP | 74,692 | $175.9 萬 | 0.03% | −180,138−70.7% | 減碼 |
| Arizona State Retirement System | 72,774 | $171.4 萬 | 0.01% | −295−0.4% | 減碼 |
| Artemis Investment Management LLP | 72,469 | $170.7 萬 | 0.02% | −33,595−31.7% | 減碼 |
| State of Alaska, Department of Revenue | 72,366 | $170.3 萬 | 0.02% | −6,448−8.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 71,362 | $168.1 萬 | 0.00% | +71,362 | 新進 |
| Summit Trail Advisors, LLC | 70,181 | $165.3 萬 | 0.02% | −10,038−12.5% | 減碼 |
| National Bank of Canada | 69,321 | $163.3 萬 | 0.00% | +14,533+26.5% | 加碼 |
| Empirical Finance, LLC | 68,142 | $160.5 萬 | 0.07% | −11,702−14.7% | 減碼 |
| Handelsbanken Fonder AB | 67,665 | $159.4 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 66,519 | $156.7 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 66,279 | $156.1 萬 | 0.00% | −140,030−67.9% | 減碼 |
| Toroso Investments, LLC | 64,908 | $152.9 萬 | 0.00% | −8,542−11.6% | 減碼 |
| KLP Kapitalforvaltning AS | 63,800 | $151.2 萬 | 0.00% | +5,100+8.7% | 加碼 |
| BW Gestao de Investimentos Ltda. | 63,278 | $149.0 萬 | 0.04% | +63,278 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,140 | $148.7 萬 | 0.01% | −3,478−5.2% | 減碼 |
| Bridgewater Associates, LP | 63,008 | $148.4 萬 | 0.01% | −188,920−75.0% | 減碼 |
| Tudor Investment Corp Et Al | 62,910 | $148.2 萬 | 0.01% | −246,589−79.7% | 減碼 |
| HSBC Holdings PLC | 62,292 | $146.2 萬 | 0.00% | −170,663−73.3% | 減碼 |
| State of Michigan Retirement System | 61,670 | $145.2 萬 | 0.01% | −2,300−3.6% | 減碼 |
| Vinva Investment Management Ltd | 40,312 | $143.3 萬 | 0.01% | −45,673−53.1% | 減碼 |
| XTX Topco Ltd | 60,793 | $143.2 萬 | 0.02% | −11,531−15.9% | 減碼 |
| SummerHaven Investment Management, LLC | 60,576 | $142.7 萬 | 0.76% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 59,327 | $139.7 萬 | 0.02% | −239−0.4% | 減碼 |
| Lazard Asset Management LLC | 58,439 | $137.6 萬 | 0.00% | −1,757−2.9% | 減碼 |
| Capstone Investment Advisors, LLC | 57,502 | $135.4 萬 | 0.01% | +57,502 | 新進 |
| Truist Financial Corp | 57,344 | $135.0 萬 | 0.00% | +1,818+3.3% | 加碼 |
| New Mexico Educational Retirement Board | 55,400 | $130.5 萬 | 0.03% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 54,798 | $129.0 萬 | 0.00% | +4,344+8.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 54,547 | $128.5 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 54,375 | $128.1 萬 | 0.01% | −843−1.5% | 減碼 |
| HighTower Advisors, LLC | 53,080 | $125.0 萬 | 0.00% | +2,246+4.4% | 加碼 |
| Jackson Creek Investment Advisors LLC | 48,294 | $119.9 萬 | 0.40% | +48,294 | 新進 |
| Cinctive Capital Management LP | 50,807 | $119.7 萬 | 0.05% | +50,807 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 50,184 | $118.2 萬 | 0.03% | −74−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 48,538 | $114.3 萬 | 0.03% | −671−1.4% | 減碼 |
| Natixis Advisors, L.P. | 48,548 | $114.3 萬 | 0.00% | +19,160+65.2% | 加碼 |
| Cerity Partners LLC | 48,501 | $114.2 萬 | 0.00% | +1,980+4.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 47,689 | $112.3 萬 | 0.07% | +47,689 | 新進 |
| Lebenthal Global Advisors, LLC | 46,699 | $110.0 萬 | 0.15% | −11,984−20.4% | 減碼 |
| Winton Group Ltd | 46,024 | $108.4 萬 | 0.04% | −20,465−30.8% | 減碼 |
| Group One Trading, L.P. | 44,874 | $105.7 萬 | 0.03% | +13,631+43.6% | 加碼 |
| Jump Financial, LLC | 42,987 | $101.2 萬 | 0.01% | −7,524−14.9% | 減碼 |
| Bank of Montreal | 42,928 | $101.1 萬 | 0.00% | −6,872−13.8% | 減碼 |