Macy’s Inc (M) Ownership

11.18 ↑0.16 (1.45%)

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 32.5 million shares. Combined, the top 56 institutional holders of M own 103.57% of the company with a total of 286.3 million shares.

In the latest ownership report on December 31st 2024, the top 56 institutional holders increased their combined ownership of M by 16.2 million shares. 14 institutions bought 18,429,392 total additional shares and increased their ownership by an average of 299.69%. However 7 institutions sold 2,208,184 total shares and decreased their ownership by an average of 4.54%.

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 16,221,208 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	11.709%	-2.280%	32,507,889	-758,366	2024-12-31
BlackRock Inc	9.489%	-2.035%	26,343,618	-547,243	2024-12-31
Dimensional Fund Advisors, Inc.	5.673%	7.872%	15,751,211	1,149,454	2024-12-31
State Street Corp	3.344%	3.216%	9,284,747	289,285	2024-12-31
Cooper Creek Partners Management LLC	2.823%	26.206%	7,838,240	1,627,572	2024-12-31
FMR Inc	2.703%	59.940%	7,503,742	2,812,151	2024-12-31
Newport Trust Co.	2.633%	-1.315%	7,311,225	-97,424	2024-12-31
American Century Companies Inc	2.571%	12.176%	7,137,132	774,693	2024-12-31
NORGES BANK	2.057%	119.622%	5,711,082	3,110,671	2024-12-31
Geode Capital Management, LLC	1.822%	0.715%	5,059,725	35,935	2024-12-31
UBS Group AG	1.686%	3,925.170%	4,679,780	4,563,517	2024-12-31
LSV Asset Management	1.678%	-9.816%	4,659,945	-507,200	2024-12-31
Schroder Investment Management Group	1.448%	-1.444%	4,019,338	-58,903	2024-12-31
Allianz Asset Management AG	1.265%	13.268%	3,512,142	411,412	2024-12-31
Bank of New York Mellon Corp	1.194%	14.481%	3,314,572	419,261	2024-12-31
Morgan Stanley - Brokerage Accounts	1.061%	4.443%	2,945,273	125,283	2024-12-31
Junto Capital Management LP	1.038%	0.000%	2,880,986	2,880,986	2024-12-31
Charles Schwab Investment Management Inc USD	1.000%	4.305%	2,776,462	114,586	2024-12-31
Charles Schwab Investment Management Inc	1.000%	4.305%	2,776,462	114,586	2024-12-31
Douglas Lane & Associates, LLC	0.630%	-4.551%	1,749,793	-83,429	2024-12-31
Ameriprise Financial Inc	0.483%	-10.369%	1,345,227	-155,619	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.709%	-2.280%	32,507,889	-758,366	2024-12-31
BlackRock Inc	9.489%	-2.035%	26,343,618	-547,243	2024-12-31
Dimensional Fund Advisors, Inc.	5.673%	7.872%	15,751,211	1,149,454	2024-12-31
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
State Street Corp	3.344%	3.216%	9,284,747	289,285	2024-12-31
Cooper Creek Partners Management LLC	2.823%	26.206%	7,838,240	1,627,572	2024-12-31
FMR Inc	2.703%	59.940%	7,503,742	2,812,151	2024-12-31
Newport Trust Co.	2.633%	-1.315%	7,311,225	-97,424	2024-12-31
American Century Companies Inc	2.571%	12.176%	7,137,132	774,693	2024-12-31
Nomura Holdings Inc	2.310%	-66.994%	6,407,078	-13,004,703	2024-03-31
Arrowstreet Capital Limited Partnership	2.221%	-35.135%	6,167,500	-3,340,700	2024-09-30
NORGES BANK	2.057%	119.622%	5,711,082	3,110,671	2024-12-31
Holocene Advisors, LP	2.040%	171.088%	5,582,759	3,523,368	2023-06-30
Geode Capital Management, LLC	1.822%	0.715%	5,059,725	35,935	2024-12-31
Appaloosa LP	1.823%	0.000%	5,000,000	0	2023-09-30
Balyasny Asset Management LLC	1.771%	12,663.800%	4,854,727	4,816,692	2023-09-30
UBS Group AG	1.686%	3,925.170%	4,679,780	4,563,517	2024-12-31
LSV Asset Management	1.678%	-9.816%	4,659,945	-507,200	2024-12-31
Renaissance Technologies Corp	1.681%	-63.003%	4,558,164	-7,762,300	2022-09-30
Two Sigma Advisers, LLC	1.560%	24.663%	4,230,182	836,900	2022-06-30
Schroder Investment Management Group	1.448%	-1.444%	4,019,338	-58,903	2024-12-31
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
Allianz Asset Management AG	1.265%	13.268%	3,512,142	411,412	2024-12-31
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	1.194%	14.481%	3,314,572	419,261	2024-12-31
Test Hedge Fund Mgmt	1.140%	15.587%	3,162,152	426,413	2024-06-30
Morgan Stanley - Brokerage Accounts	1.061%	4.443%	2,945,273	125,283	2024-12-31
Junto Capital Management LP	1.038%	0.000%	2,880,986	2,880,986	2024-12-31
Ceredex Value Advisors LLC	1.021%	9.801%	2,792,900	249,300	2023-06-30
Charles Schwab Investment Management Inc USD	1.000%	4.305%	2,776,462	114,586	2024-12-31
Charles Schwab Investment Management Inc	1.000%	4.305%	2,776,462	114,586	2024-12-31
Natixis SA	1.015%	369.406%	2,751,766	2,165,543	2022-06-30
Millennium Management LLC	0.990%	61.934%	2,747,331	1,050,757	2024-09-30
Millennium Management LLC USD	0.990%	61.934%	2,747,331	1,050,757	2024-09-30
Goldman Sachs Group Inc	0.982%	-6.526%	2,726,488	-190,348	2024-09-30
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
Barclays PLC	0.922%	140.027%	2,526,523	1,473,923	2023-09-30
Deutsche Bank AG	0.906%	-2.161%	2,516,467	-55,573	2024-09-30
HSBC Holdings PLC	0.907%	177.448%	2,515,645	1,608,937	2024-03-31
Prudential Financial Inc	0.911%	101.458%	2,492,027	1,255,031	2023-03-31
Prudential Investment Management 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
Wellington Management Company LLP	0.742%	-3.177%	2,061,002	-67,635	2024-09-30
Northern Trust Corp	0.729%	-0.344%	2,022,747	-6,981	2024-09-30
AQR Capital Management LLC	0.694%	-19.427%	1,925,363	-464,219	2024-09-30
Douglas Lane & Associates, LLC	0.630%	-4.551%	1,749,793	-83,429	2024-12-31
Royce & Associates, LP	0.512%	5.185%	1,420,000	70,000	2024-09-30
Ameriprise Financial Inc	0.483%	-10.369%	1,345,227	-155,619	2024-12-31

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 9.1 million shares. Combined, the top 40 mutual fund holders of M own 43.93% of the company with a total of 121.6 million shares.

In the latest ownership report on March 31st 2025, the top 40 fund holders increased their combined ownership of M by 80 thousand shares. 1 funds bought 22,467 total additional shares and increased their ownership by an average of 0.25%. However 1 funds sold 102,600 total shares and decreased their ownership by an average of 6.18%.

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 -80,133 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	3.258%	0.248%	9,074,951	22,467	2025-03-31
Dimensional US Targeted Value ETF	0.603%	0.000%	1,680,511	0	2025-03-31
iShares S&P Mid-Cap 400 Value ETF	0.561%	0.000%	1,562,922	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.560%	-6.175%	1,558,832	-102,600	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.258%	0.248%	9,074,951	22,467	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.963%	8,390,788	161,573	2023-03-31
Vanguard US Total Market Shares ETF	2.990%	-4.343%	8,329,800	-378,187	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.979%	0.066%	8,298,281	5,449	2025-02-28
Avantis US Small Cap Value ETF	2.586%	0.174%	7,203,478	12,520	2025-03-29
Vanguard Small Cap Index	2.415%	0.082%	6,727,503	5,481	2025-02-28
Vanguard Small Cap Value Index Inv	1.591%	-0.308%	4,432,804	-13,684	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.515%	0.137%	4,219,334	5,772	2025-02-28
DFA US Small Cap Value I	1.417%	-1.424%	3,946,412	-57,000	2025-02-28
Vanguard Extended Market Index Investor	1.373%	0.435%	3,756,562	16,273	2023-08-31
Vanguard Equity-Income Inv	1.338%	-20.649%	3,726,980	-969,840	2024-12-31
Fidelity Low-Priced Stock	1.221%	10.440%	3,402,168	321,600	2025-01-31
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	0.894%	0.000%	2,491,516	0	2025-02-28
DWS Core Equity S	0.833%	0.000%	2,312,832	0	2025-01-31
DWS Risk Managed Alpha Lg Cap Core Comp	0.833%	0.000%	2,312,832	0	2025-01-31
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	0.804%	0.960%	2,240,849	21,317	2025-02-28
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	0.682%	0.000%	1,900,000	0	2024-12-31
Dimensional US Targeted Value ETF	0.603%	0.000%	1,680,511	0	2025-03-31
Schroder Global Sust Val Eq X Acc	0.601%	-3.195%	1,673,154	-55,227	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.596%	0.000%	1,661,432	0	2025-02-28
iShares S&P Mid-Cap 400 Value ETF	0.561%	0.000%	1,562,922	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.560%	-6.175%	1,558,832	-102,600	2025-03-31
Fidelity Extended Market Index	0.542%	-0.633%	1,509,857	-9,618	2025-02-28
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
Strategic Advisers Fidelity US TtlStk	0.500%	104.070%	1,393,800	710,800	2025-02-28
Schwab US Small-Cap ETF™	0.464%	0.369%	1,293,051	4,750	2025-03-29
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	0.448%	0.000%	1,247,088	0	2025-02-28
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