Macy’s Inc (M) Ownership

14.56 ↓0.58 (-3.83%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Macy’s Inc (M), owning a total of 34 million shares. Combined, the top 48 institutional holders of M own 94.79% of the company with a total of 261.6 million shares.

In the latest ownership report on June 30th 2024, the top 48 institutional holders increased their combined ownership of M by 5.1 million shares. 13 institutions bought 9,136,023 total additional shares and increased their ownership by an average of 130.01%. However 7 institutions sold 4,083,382 total shares and decreased their ownership by an average of 7.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Macy’s increased by a net total of 5,052,641 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.242%	-0.507%	33,954,814	-173,076	2024-06-30
BlackRock Inc	9.330%	2.643%	25,880,094	666,351	2024-06-30
Dimensional Fund Advisors, Inc.	5.584%	9.777%	15,489,334	1,379,476	2024-06-30
Arrowstreet Capital Limited Partnership	3.428%	-13.704%	9,508,200	-1,509,916	2024-06-30
State Street Corp	3.393%	-10.929%	9,411,561	-1,154,733	2024-06-30
Newport Trust Co.	2.662%	-1.043%	7,382,167	-77,796	2024-06-30
Morgan Stanley - Brokerage Accounts	2.280%	-9.161%	6,323,816	-637,762	2024-06-30
LSV Asset Management	1.938%	1.287%	5,374,167	68,300	2024-06-30
Geode Capital Management, LLC	1.765%	3.677%	4,895,532	173,610	2024-06-30
American Century Companies Inc	1.696%	18.890%	4,704,854	747,542	2024-06-30
FMR Inc	1.621%	17.045%	4,495,711	654,684	2024-06-30
Marshall Wace Asset Management Ltd	1.274%	1,539.470%	3,534,952	3,319,337	2024-06-30
Bank of New York Mellon Corp	1.149%	1.183%	3,185,513	37,254	2024-06-30
Test Hedge Fund Mgmt	1.140%	15.587%	3,162,152	426,413	2024-06-30
Schroder Investment Management Group	1.137%	15.124%	3,153,782	414,313	2024-06-30
Goldman Sachs Group Inc	1.052%	57.809%	2,916,836	1,068,501	2024-06-30
NORGES BANK	0.938%	-16.327%	2,600,411	-507,407	2024-06-30
Deutsche Bank AG	0.927%	-0.875%	2,572,040	-22,692	2024-06-30
Charles Schwab Investment Management Inc	0.917%	1.677%	2,543,250	41,944	2024-06-30
Amvescap Plc.	0.881%	6.003%	2,442,151	138,298	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.242%	-0.507%	33,954,814	-173,076	2024-06-30
BlackRock Inc	9.330%	2.643%	25,880,094	666,351	2024-06-30
Dimensional Fund Advisors, Inc.	5.584%	9.777%	15,489,334	1,379,476	2024-06-30
Point72 Asset Management, L.P.	3.964%	1,054.010%	10,846,841	9,906,912	2023-06-30
State Street Corporation	3.809%	-3.748%	10,566,294	-411,450	2024-03-31
Arrowstreet Capital Limited Partnership	3.428%	-13.704%	9,508,200	-1,509,916	2024-06-30
State Street Corp	3.393%	-10.929%	9,411,561	-1,154,733	2024-06-30
Newport Trust Co.	2.662%	-1.043%	7,382,167	-77,796	2024-06-30
Nomura Holdings Inc	2.310%	-66.994%	6,407,078	-13,004,703	2024-03-31
Morgan Stanley - Brokerage Accounts	2.280%	-9.161%	6,323,816	-637,762	2024-06-30
Holocene Advisors, LP	2.040%	171.088%	5,582,759	3,523,368	2023-06-30
LSV Asset Management	1.938%	1.287%	5,374,167	68,300	2024-06-30
Appaloosa LP	1.823%	0.000%	5,000,000	0	2023-09-30
Geode Capital Management, LLC	1.765%	3.677%	4,895,532	173,610	2024-06-30
Balyasny Asset Management LLC	1.771%	12,663.800%	4,854,727	4,816,692	2023-09-30
American Century Companies Inc	1.696%	18.890%	4,704,854	747,542	2024-06-30
Renaissance Technologies Corp	1.681%	-63.003%	4,558,164	-7,762,300	2022-09-30
FMR Inc	1.621%	17.045%	4,495,711	654,684	2024-06-30
Two Sigma Advisers, LLC	1.560%	24.663%	4,230,182	836,900	2022-06-30
Millennium Management LLC	1.381%	54.771%	3,799,948	1,344,743	2023-12-31
Two Sigma Investments LLC	1.350%	66.489%	3,657,173	1,460,525	2022-06-30
Marshall Wace Asset Management Ltd	1.274%	1,539.470%	3,534,952	3,319,337	2024-06-30
Schonfeld Strategic Advisors LLC	1.268%	196.173%	3,453,241	2,287,287	2022-12-31
Citadel Advisors Llc	1.230%	-4.749%	3,374,697	-168,255	2023-09-30
Pacer Advisors, INC.	1.218%	35.285%	3,318,303	865,481	2023-03-31
Bank of New York Mellon Corp	1.149%	1.183%	3,185,513	37,254	2024-06-30
Test Hedge Fund Mgmt	1.140%	15.587%	3,162,152	426,413	2024-06-30
Schroder Investment Management Group	1.137%	15.124%	3,153,782	414,313	2024-06-30
Goldman Sachs Group Inc	1.052%	57.809%	2,916,836	1,068,501	2024-06-30
Ceredex Value Advisors LLC	1.021%	9.801%	2,792,900	249,300	2023-06-30
Natixis SA	1.015%	369.406%	2,751,766	2,165,543	2022-06-30
AQR Capital Management LLC	0.992%	-26.546%	2,741,106	-990,630	2024-03-31
Ameriprise Financial Inc	0.990%	9.244%	2,709,248	229,240	2023-06-30
NORGES BANK	0.938%	-16.327%	2,600,411	-507,407	2024-06-30
Northern Trust Corp	0.950%	0.054%	2,588,665	1,400	2023-03-31
Deutsche Bank AG	0.927%	-0.875%	2,572,040	-22,692	2024-06-30
JANE STREET GROUP, LLC	0.927%	435.860%	2,562,270	2,084,110	2023-12-31
D. E. Shaw & Co LP	0.934%	111.603%	2,543,788	1,341,639	2022-12-31
Charles Schwab Investment Management Inc	0.917%	1.677%	2,543,250	41,944	2024-06-30
Barclays PLC	0.922%	140.027%	2,526,523	1,473,923	2023-09-30
HSBC Holdings PLC	0.907%	177.448%	2,515,645	1,608,937	2024-03-31
Allianz Asset Management AG	0.921%	-30.930%	2,507,770	-1,123,015	2022-12-31
Prudential Investment Management Inc	0.911%	101.458%	2,492,027	1,255,031	2023-03-31
Prudential Financial Inc	0.911%	101.458%	2,492,027	1,255,031	2023-03-31
Victory Capital Management Inc.	0.911%	18.203%	2,491,507	383,678	2023-06-30
Amvescap Plc.	0.881%	6.003%	2,442,151	138,298	2024-06-30
Goldentree Asset Management LP	0.874%	42.544%	2,394,131	714,560	2023-09-30
Bank of America Corp	0.846%	-40.540%	2,304,271	-1,571,046	2023-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Macy’s Inc (M), owning a total of 8.7 million shares. Combined, the top 37 mutual fund holders of M own 38.58% of the company with a total of 106.5 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of M by 57 thousand shares. 1 funds bought 4,720 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 61,701 total shares and decreased their ownership by an average of 1.77%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Macy’s decreased by a net total of -56,981 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.138%	0.054%	8,702,876	4,720	2024-10-31
Avantis US Small Cap Value ETF	1.963%	0.000%	5,445,930	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.608%	-3.462%	1,687,036	-60,500	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.542%	-0.080%	1,502,200	-1,201	2024-10-31
Dimensional US Targeted Value ETF	0.536%	0.000%	1,487,623	0	2024-10-31
Schwab US Small-Cap ETF™	0.481%	0.000%	1,333,077	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.138%	0.054%	8,702,876	4,720	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.963%	8,390,788	161,573	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.003%	-4.343%	8,329,800	-378,187	2024-09-30
Vanguard Small Cap Index	2.370%	-6.005%	6,572,810	-419,914	2024-09-30
Avantis US Small Cap Value ETF	1.963%	0.000%	5,445,930	0	2024-10-31
Vanguard Equity-Income Inv	1.693%	-14.125%	4,696,820	-772,575	2024-09-30
Vanguard Small Cap Value Index Inv	1.605%	-5.129%	4,450,739	-240,612	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.493%	-1.449%	4,140,307	-60,865	2024-09-30
Vanguard Extended Market Index Investor	1.373%	0.435%	3,756,562	16,273	2023-08-31
DFA US Small Cap Value I	1.306%	11.952%	3,621,242	386,616	2024-09-30
Pacer US Cash Cows 100 ETF	1.241%	-0.125%	3,381,249	-4,214	2023-05-31
Schroders US High Yield Composite	1.136%	0.000%	3,095,000	3,095,000	2022-09-30
DFA US Targeted Value I	0.898%	0.000%	2,491,516	0	2024-09-30
DWS Risk Managed Alpha Lg Cap Core Comp	0.847%	-0.727%	2,347,847	-17,181	2024-09-30
DWS Core Equity S	0.847%	-0.727%	2,347,847	-17,181	2024-09-30
Avantis® U.S. Small Cap Value ETF	0.839%	0.000%	2,295,785	0	2023-07-29
BlackRock Systematic Multi-Strat Instl	0.825%	0.000%	2,261,775	2,261,775	2023-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.795%	0.488%	2,206,073	10,721	2024-09-30
Ceredex Mid Cap Value Equity	0.783%	-16.802%	2,143,443	-432,857	2023-06-30
Virtus Ceredex Mid-Cap Value Equity I	0.731%	0.000%	2,000,000	0	2023-07-31
American Funds SMALLCAP World A	0.685%	0.000%	1,900,000	0	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.608%	-3.462%	1,687,036	-60,500	2024-10-31
Fidelity Extended Market Index	0.580%	-2.765%	1,608,057	-45,726	2024-09-30
Fidelity Low-Priced Stock	0.546%	31.897%	1,515,194	366,420	2024-08-31
iShares S&P Mid-Cap 400 Value ETF	0.542%	-0.080%	1,502,200	-1,201	2024-10-31
Dimensional US Targeted Value ETF	0.536%	0.000%	1,487,623	0	2024-10-31
First Trust Cnsmr Discret AlphaDEX® ETF	0.541%	0.207%	1,483,131	3,058	2023-12-28
Fidelity® Extended Market Index	0.535%	1.201%	1,467,200	17,409	2023-11-30
Royce Small-Cap Special Equity Invmt	0.520%	22.284%	1,424,000	259,500	2023-06-30
Schroder Global Sust Val Eq X Acc	0.489%	-1.104%	1,355,322	-15,127	2024-07-31
Schwab US Small-Cap ETF™	0.481%	0.000%	1,333,077	0	2024-10-31
GS Global CORE Eq I Inc USD Snap	0.474%	64.114%	1,291,296	504,469	2023-03-31
State St S&P Midcap® Indx SL Cl II	0.460%	0.000%	1,275,488	0	2024-09-30
Vanguard High Dividend Yield ETF	0.438%	-0.206%	1,201,902	-2,484	2024-02-29
DFA US Small Cap I	0.434%	0.000%	1,177,544	0	2022-11-30
Kingsview Volume Factor Dividend Tree	0.414%	0.000%	1,145,175	1,145,175	2024-04-30
Douglas C. Lane & Assoc. Core Equity	0.345%	10.138%	934,495	86,020	2022-09-30