MACYS INC M
COM · Common Stock · CUSIP 55616P104 · ISIN US55616P1049
American holding company
- SectorConsumer discretionary
- IndustryRetail-Department Stores
- HeadquartersNew York, NY
- Founded1929
- Websitemacysinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.7m this quarter). Holder counts are more reliable. Shares outstanding: 263.7m as of 2026-02-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.13. Options: 19 managers hold calls ($89.4m notional), 17 hold puts ($109.9m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 401 |
| Q4 2022 | 441 |
| Q1 2023 | 426 |
| Q2 2023 | 378 |
| Q3 2023 | 386 |
| Q4 2023 | 415 |
| Q1 2024 | 425 |
| Q2 2024 | 409 |
| Q3 2024 | 427 |
| Q4 2024 | 415 |
| Q1 2025 | 414 |
| Q2 2025 | 413 |
| Q3 2025 | 438 |
| Q4 2025 | 501 |
| Q1 2026 | 482 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 176 | 197 |
| Q3 2024 | 207 | 207 |
| Q4 2024 | 185 | 202 |
| Q1 2025 | 201 | 181 |
| Q2 2025 | 216 | 176 |
| Q3 2025 | 216 | 188 |
| Q4 2025 | 262 | 200 |
| Q1 2026 | 228 | 235 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $109.0m | $125.9m | 1.16 |
| Q3 2025 | $164.8m | $254.5m | 1.54 |
| Q4 2025 | $158.4m | $263.1m | 1.66 |
| Q1 2026 | $89.4m | $109.9m | 1.23 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +6.0m |
| Berkshire Hathaway Inc | New | +3.0m |
| Allianz Asset Management GmbH | Added | +3.0m |
| SG Americas Securities, LLC | Added | +2.8m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.6m |
| FRANKLIN RESOURCES INC | Added | +1.6m |
| BARCLAYS PLC | Added | +1.5m |
| Russell Investments Group, Ltd. | Added | +1.3m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | +1.3m |
Biggest sellers
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -5.0m |
| CITADEL ADVISORS LLC | Reduced | -3.2m |
| MARSHALL WACE, LLP | Reduced | -3.1m |
| Balyasny Asset Management L.P. | Sold out | -2.5m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.1m |
| Ceredex Value Advisors LLC | Sold out | -1.0m |
| Quantinno Capital Management LP | Reduced | -567.4k |
| HSBC HOLDINGS PLC | Reduced | -534.9k |
| FMR LLC | Reduced | -517.2k |
Biggest calls
| HRT FINANCIAL LP | New | $24.1m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.5m855.0k shares |
| CITADEL ADVISORS LLC | Reduced | $11.7m647.9k shares |
| JANE STREET GROUP, LLC | Added | $8.1m447.5k shares |
| IMC-Chicago, LLC | Reduced | $7.2m397.4k shares |
| Squarepoint Ops LLC | Reduced | $6.4m355.9k shares |
| Walleye Trading LLC | Reduced | $5.7m316.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.6m145.7k shares |
| Walleye Capital LLC | Reduced | $1.7m92.4k shares |
| PEAK6 LLC | Reduced | $1.4m74.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $25.2m1.4m shares |
| BARCLAYS PLC | Reduced | $24.8m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $16.5m913.4k shares |
| JANE STREET GROUP, LLC | Added | $10.6m585.4k shares |
| IMC-Chicago, LLC | Reduced | $8.7m481.5k shares |
| Walleye Trading LLC | Reduced | $8.3m461.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $6.8m377.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.4m187.2k shares |
| Squarepoint Ops LLC | Reduced | $1.6m87.7k shares |
| GROUP ONE TRADING LLC | Reduced | $951.5k52.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2026-07-14 | 6.4% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (5.0%, 2026-07-31), VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 5 | $1.3m | — |
| Q3 2024 | 0 | — | 4 | $1.0m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 6 | $978.5k | — |
| Q2 2025 | 0 | — | 4 | $1.6m | — |
| Q3 2025 | 0 | — | 2 | $4.6m | — |
| Q4 2025 | 0 | — | 2 | $2.3m | — |
| Q1 2026 | 0 | — | 5 | $2.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-30 | Spring Antony Chairman & CEO, director | Sold | $486.7k27.5k shares |
| 2026-03-30 | Kirgan Danielle L. EVP, Chief HR Officer | Sold | $91.5k5.2k shares |
| 2026-03-30 | Bron Olivier CEO, Bloomingdale's | Sold | $54.1k3.1k shares |
| 2026-03-30 | Preston Tracy M EVP, CLO & Corporate Secretary | Sold | $48.5k2.7k shares |
| 2026-03-30 | Griscom Paul SVP and Controller | Sold | $7.7k433 shares |
| 2026-03-27 | Spring Antony Chairman & CEO, director | Sold | $742.4k41.5k shares |
| 2026-03-27 | Kirgan Danielle L. EVP, Chief HR Officer | Sold | $276.1k15.4k shares |
| 2026-03-27 | Bron Olivier CEO, Bloomingdale's | Sold | $84.4k4.7k shares |
| 2026-03-27 | Griscom Paul SVP and Controller | Sold | $52.3k2.9k shares |
| 2026-03-25 | Kirgan Danielle L. EVP, Chief HR Officer | Sold | $57.0k3.0k shares |
| 2026-03-25 | Spring Antony Chairman & CEO, director | Sold | $56.6k3.0k shares |
| 2026-03-25 | Griscom Paul SVP and Controller | Sold | $7.1k379 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 28.3m $511.3m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 16.5m $298.0m | Added +329.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 13.6m $246.7m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 12.1m $219.7m | Added +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 11.4m $205.7m | First filing |
| RWC Asset Management LLP 8.50% of their portfolio | 11.3m $204.0m | Added +309.3k |
| STATE STREET CORP 0.01% of their portfolio | 9.2m $168.6m | Reduced -48.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 9.2m $166.6m | Added +6.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.6m $145.9m | Added +2.7m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 7.6m $137.9m | Added +798.5k |
| Newport Trust Company, LLC 0.31% of their portfolio | 6.9m $125.4m | Reduced -56.8k |
| LSV ASSET MANAGEMENT 0.26% of their portfolio | 6.6m $118.9m | Added +567.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 5.8m $104.3m | Added +2.6m |
| Allianz Asset Management GmbH 0.12% of their portfolio | 5.5m $100.0m | Added +3.0m |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 5.0m $89.8m | Added +967.6k |
| Invesco Ltd. 0.01% of their portfolio | 3.9m $70.3m | Added +185.1k |
| MORGAN STANLEY 0.00% of their portfolio | 3.5m $63.5m | Reduced -292.7k |
| UBS Group AG 0.01% of their portfolio | 3.2m $58.7m | Added +677.9k |
| PRUDENTIAL FINANCIAL INC 0.07% of their portfolio | 3.2m $58.0m | Added +740.9k |
| SG Americas Securities, LLC 0.06% of their portfolio | 3.1m $55.3m | Added +2.8m |
| Berkshire Hathaway Inc 0.02% of their portfolio | 3.0m $55.0m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.9m $52.7m | Added +287.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.6m $46.3m | Added +44.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.4m $43.9m | Added +1.6m |
| HENNESSY ADVISORS INC 1.39% of their portfolio | 2.1m $38.4m | Reduced -221.8k |
| Pacer Advisors, Inc. 0.10% of their portfolio | 1.9m $34.0m | Added +543.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.61% of their portfolio | 1.8m $32.9m | Added +424.9k |
| BARCLAYS PLC 0.01% of their portfolio | 1.8m $32.6m | Added +1.5m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 1.7m $31.5m | Added +1.2m |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 1.7m $30.2m | Added +1.2m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.6m $29.7m | First filing |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.6m $29.4m | Reduced -3.2m |
| BARINGTON COMPANIES MANAGEMENT, LLC 21.30% of their portfolio | 1.4m $26.2m | Added +150.0k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 1.4m $25.6m | Added +1.3m |
| ROYCE & ASSOCIATES LP 0.25% of their portfolio | 1.4m $25.1m | Added +270.0k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 1.4m $24.8m | Added +331.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 1.3m $23.3m | New |
| Douglas Lane & Associates, LLC 0.32% of their portfolio | 1.2m $22.5m | Reduced -22.0k |
| Squarepoint Ops LLC 0.05% of their portfolio | 1.2m $21.9m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $21.7m | Added +261.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.1m $19.2m | Reduced -491.1k |
| Invenomic Capital Management LP 0.88% of their portfolio | 1.1m $19.0m | Added +397.7k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 989.5k $17.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 978.5k $17.7m | Reduced -136.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 978.2k $17.7m | Added +185.7k |
| Trexquant Investment LP 0.13% of their portfolio | 962.4k $17.4m | Reduced -43.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 946.7k $17.1m | Reduced -10.2k |
| Quantinno Capital Management LP 0.03% of their portfolio | 878.6k $15.9m | Reduced -567.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 871.1k $15.3m | Added +104.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 805.6k $14.6m | Reduced -91.6k |
| ALGERT GLOBAL LLC 0.19% of their portfolio | 706.7k $12.8m | Added +262.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 696.1k $12.6m | Reduced -9.5k |
| J. Goldman & Co LP 0.57% of their portfolio | 674.9k $12.2m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 660.5k $11.9m | Reduced -65.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 639.5k $11.6m | Reduced -53.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 621.3k $11.2m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 620.6k $11.2m | Reduced -5.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 611.8k $11.1m | Added +484.6k |
| Empowered Funds, LLC 0.07% of their portfolio | 596.9k $10.8m | Added +102.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 593.8k $10.7m | Added +16.2k |
| Susquehanna Portfolio Strategies, LLC 0.16% of their portfolio | 587.2k $10.6m | Added +55.8k |
| CITIGROUP INC 0.01% of their portfolio | 542.9k $9.8m | Added +349.2k |
| Cambria Investment Management, L.P. 0.54% of their portfolio | 529.7k $9.6m | Added +139.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 529.4k $9.6m | Added +43.4k |
| Swiss National Bank 0.01% of their portfolio | 526.3k $9.5m | Reduced -3.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 484.6k $8.8m | Added +185.3k |
| Man Group plc 0.02% of their portfolio | 479.6k $8.7m | Added +46.2k |
| Legal & General Group Plc 0.00% of their portfolio | 446.7k $8.1m | Reduced -51.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 443.9k $8.0m | Added +63.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 440.6k $8.0m | Reduced -1.3m |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 410.4k $7.4m | Added +103.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 380.5k $6.9m | Added +255.3k |
| Crossmark Global Holdings, Inc. 0.10% of their portfolio | 370.9k $6.7m | Added +51.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 368.9k $8.1m | Reduced -20.2k |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 366.4k $6.6m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 346.9k $6.3m | Added +19.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 345.2k $6.2m | Reduced -47.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 330.1k $6.0m | Reduced -84.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 328.0k $5.9m | Added +75.7k |
| Dupree Financial Group, LLC 2.39% of their portfolio | 328.0k $5.9m | Added +4.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 326.0k $5.9m | Added +3.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.14% of their portfolio | 318.4k $5.8m | Added +258.7k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 309.5k $5.6m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 304.0k $5.5m | New |
| Engineers Gate Manager LP 0.07% of their portfolio | 303.6k $5.5m | Added +171.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 302.0k $5.5m | Added +46.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 299.9k $5.4m | Reduced -9.4k |
| CastleKnight Management LP 0.25% of their portfolio | 291.7k $5.3m | Unchanged |
| MUFG Securities EMEA plc 0.08% of their portfolio | 280.0k $5.1m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 265.9k $4.8m | Reduced -12.0k |
| Corient Private Wealth LP 0.01% of their portfolio | 262.3k $4.7m | Reduced -335.5k |
| Voleon Capital Management LP 0.10% of their portfolio | 254.8k $4.6m | Reduced -126.7k |
| Bridgewater Associates, LP 0.02% of their portfolio | 251.9k $4.6m | Reduced -468.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 242.5k $4.4m | Added +59.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 237.2k $4.3m | Added +18.9k |
| Dana Investment Advisors, Inc. 0.13% of their portfolio | 233.1k $4.2m | Reduced -2.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 233.0k $4.2m | Reduced -534.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 232.4k $4.2m | First filing |
| Amundi 0.00% of their portfolio | 230.0k $4.2m | Added +181.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 225.1k $4.1m | First filing |