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 ($10.9m this quarter). Holder counts are more reliable. Shares outstanding: 263.0m as of 2026-05-30, 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 ≈ $23.53. Options: 22 managers hold calls ($141.0m notional), 15 hold puts ($135.3m).
Trends to Q2 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 |
| Q2 2026 | 491 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 225 | 224 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $164.8m | $254.5m | 1.54 |
| Q4 2025 | $158.4m | $263.1m | 1.66 |
| Q1 2026 | $89.4m | $109.9m | 1.23 |
| Q2 2026 | $141.0m | $135.3m | 0.96 |
Biggest buyers
| Berkshire Hathaway Inc | Added | +4.3m |
| Balyasny Asset Management L.P. | New | +2.9m |
| MARSHALL WACE, LLP | Added | +2.6m |
| Woodline Partners LP | New | +2.0m |
| LSV ASSET MANAGEMENT | Added | +1.7m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +1.4m |
| Gotham Asset Management, LLC | Added | +1.3m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +1.1m |
| Caisse de depot et placement du Quebec | Added | +1.1m |
Biggest sellers
| RWC Asset Management LLP | Reduced | -2.3m |
| SG Americas Securities, LLC | Reduced | -2.1m |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Sold out | -1.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.4m |
| PRUDENTIAL FINANCIAL INC | Reduced | -1.3m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.1m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -868.1k |
| Qube Research & Technologies Ltd | Sold out | -805.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -772.5k |
| Squarepoint Ops LLC | Reduced | -734.8k |
Biggest calls
| HRT FINANCIAL LP | Reduced | $27.8m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $19.8m839.8k shares |
| CITADEL ADVISORS LLC | Added | $18.8m797.6k shares |
| JANE STREET GROUP, LLC | Added | $16.9m715.9k shares |
| Squarepoint Ops LLC | Added | $13.5m573.2k shares |
| Walleye Trading LLC | Added | $12.9m545.9k shares |
| IMC-Chicago, LLC | Added | $12.0m507.6k shares |
| SIMPLEX TRADING, LLC | Added | $5.5m233.7k shares |
| Walleye Capital LLC | Added | $2.4m103.9k shares |
| CenterStar Asset Management, LLC | New | $2.4m100.0k shares |
Biggest puts
| BARCLAYS PLC | Unchanged | $32.3m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.7m1.1m shares |
| CITADEL ADVISORS LLC | Added | $23.2m987.1k shares |
| IMC-Chicago, LLC | Added | $12.4m526.8k shares |
| Walleye Trading LLC | Added | $11.7m496.0k shares |
| JANE STREET GROUP, LLC | Reduced | $9.5m402.5k shares |
| Squarepoint Ops LLC | Added | $8.5m361.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.2m137.3k shares |
| GROUP ONE TRADING LLC | Added | $3.2m136.1k shares |
| Alphadyne Asset Management LP | Added | $2.2m92.7k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 6 | $2.4m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-25 | Griscom Paul SVP and Controller | Sold | $258.3k10.1k shares |
| 2026-06-24 | Edwards Thomas Jr. EVP, COO & CFO | Sold | $408.7k16.4k shares |
| 2026-04-06 | Spring Antony Chairman & CEO, director | Sold | $896.8k50.0k shares |
| 2026-04-06 | Kirgan Danielle L. EVP, Chief HR Officer | Sold | $179.4k10.0k shares |
| 2026-04-06 | Bron Olivier CEO, Bloomingdale's | Sold | $129.5k7.2k shares |
| 2026-04-06 | Preston Tracy M EVP, CLO & Corporate Secretary | Sold | $94.5k5.3k shares |
| 2026-04-06 | Griscom Paul SVP and Controller | Sold | $13.4k745 shares |
| 2026-04-01 | Spring Antony Chairman & CEO, director | Sold | $264.1k14.6k shares |
| 2026-04-01 | Kirgan Danielle L. EVP, Chief HR Officer | Sold | $118.8k6.6k shares |
| 2026-04-01 | Griscom Paul SVP and Controller | Sold | $8.9k490 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 28.3m $665.6m | Reduced -3.1k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 16.8m $395.7m | Added +325.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 12.9m $302.9m | Reduced -772.5k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 11.0m $259.8m | Reduced -1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 11.0m $259.5m | Reduced -352.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 9.8m $230.8m | Added +593.6k |
| STATE STREET CORP 0.01% of their portfolio | 9.2m $217.6m | Reduced -58.8k |
| RWC Asset Management LLP 7.98% of their portfolio | 8.9m $210.6m | Reduced -2.3m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 8.8m $207.5m | Added +1.2m |
| LSV ASSET MANAGEMENT 0.35% of their portfolio | 8.3m $195.5m | Added +1.7m |
| Berkshire Hathaway Inc 0.06% of their portfolio | 7.3m $173.0m | Added +4.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.0m $178.5m | Reduced -610.8k |
| Newport Trust Company, LLC 0.38% of their portfolio | 6.8m $159.2m | Reduced -174.1k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 5.6m $112.4m | Added +24.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 4.3m $101.9m | Reduced -1.4m |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 4.1m $96.1m | Reduced -868.1k |
| Invesco Ltd. 0.01% of their portfolio | 3.8m $89.4m | Reduced -91.5k |
| NORGES BANK 0.01% of their portfolio | 3.6m $84.0m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $74.1m | Reduced -362.5k |
| UBS Group AG 0.01% of their portfolio | 3.1m $72.6m | Reduced -163.3k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 2.9m $68.9m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.9m $67.4m | Reduced -49.5k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 2.7m $63.6m | Added +1.3m |
| MARSHALL WACE, LLP 0.05% of their portfolio | 2.7m $62.8m | Added +2.6m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.5m $60.0m | Reduced -14.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.08% of their portfolio | 2.4m $56.3m | Added +1.1m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.3m $53.4m | Reduced -157.2k |
| HENNESSY ADVISORS INC 1.60% of their portfolio | 2.1m $50.0m | Unchanged |
| Woodline Partners LP 0.14% of their portfolio | 2.0m $46.4m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 1.9m $44.7m | Added +153.8k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 1.9m $44.1m | Reduced -1.3m |
| BARCLAYS PLC 0.01% of their portfolio | 1.9m $43.6m | Added +46.3k |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 1.8m $42.4m | Added +132.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.6m $38.8m | Added +8.0k |
| Pacer Advisors, Inc. 0.09% of their portfolio | 1.5m $35.7m | Reduced -367.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.5m $35.5m | Reduced -115.0k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 1.4m $33.9m | Added +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.4m $32.6m | New |
| BARINGTON COMPANIES MANAGEMENT, LLC 21.12% of their portfolio | 1.3m $30.0m | Reduced -175.0k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 1.3m $29.8m | Reduced -147.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $29.8m | Added +63.3k |
| Douglas Lane & Associates, LLC 0.39% of their portfolio | 1.2m $28.4m | Reduced -34.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.20% of their portfolio | 1.2m $28.0m | Added +703.5k |
| ROYCE & ASSOCIATES LP 0.21% of their portfolio | 1.1m $25.9m | Reduced -290.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $25.1m | Added +143.5k |
| Nuveen, LLC 0.01% of their portfolio | 1.0m $23.7m | Added +27.5k |
| SG Americas Securities, LLC 0.01% of their portfolio | 958.9k $22.6m | Reduced -2.1m |
| Holocene Advisors, LP 0.05% of their portfolio | 946.9k $22.3m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 920.8k $21.7m | Added +260.3k |
| Quantinno Capital Management LP 0.03% of their portfolio | 900.5k $21.2m | Added +21.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 863.3k $20.3m | Reduced -198.2k |
| AEGON ASSET MANAGEMENT UK Plc 0.21% of their portfolio | 852.5k $20.1m | Not comparable |
| Trexquant Investment LP 0.12% of their portfolio | 803.2k $18.9m | Reduced -159.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 802.2k $18.9m | Reduced -144.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 738.3k $17.4m | Reduced -239.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 711.8k $16.8m | Added +72.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 701.4k $16.5m | Added +5.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 598.8k $14.1m | Added +5.0k |
| Dupree Financial Group, LLC 4.78% of their portfolio | 541.7k $12.8m | Added +213.8k |
| Swiss National Bank 0.01% of their portfolio | 529.2k $12.5m | Added +2.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 514.8k $9.3m | Added +145.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 507.0k $11.9m | Reduced -22.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 506.4k $11.9m | Added +62.4k |
| Verition Fund Management LLC 0.08% of their portfolio | 500.0k $11.8m | Added +468.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 476.2k $11.2m | Reduced -734.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 466.8k $11.0m | Added +138.8k |
| Empowered Funds, LLC 0.06% of their portfolio | 452.0k $10.6m | Reduced -144.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 450.9k $10.6m | Added +323.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 447.6k $10.5m | Reduced -173.0k |
| Legal & General Group Plc 0.00% of their portfolio | 428.3k $10.1m | Reduced -18.4k |
| Cambria Investment Management, L.P. 0.50% of their portfolio | 425.4k $10.0m | Reduced -104.2k |
| Man Group plc 0.02% of their portfolio | 421.6k $9.9m | Reduced -58.0k |
| PDT Partners, LLC 0.51% of their portfolio | 415.6k $9.8m | Added +222.4k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 399.1k $9.4m | Reduced -307.6k |
| Invenomic Capital Management LP 0.56% of their portfolio | 397.4k $9.4m | Reduced -654.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 372.2k $8.8m | Added +25.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 368.5k $8.7m | Reduced -621.0k |
| Creative Planning 0.01% of their portfolio | 367.4k $8.7m | Added +264.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 360.1k $8.5m | Reduced -50.2k |
| Convergence Investment Partners, LLC 0.77% of their portfolio | 343.7k $8.1m | Added +227.8k |
| Crossmark Global Holdings, Inc. 0.10% of their portfolio | 314.5k $7.4m | Reduced -56.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 313.0k $7.4m | Added +9.0k |
| CITIGROUP INC 0.00% of their portfolio | 305.2k $7.2m | Reduced -237.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 305.1k $7.2m | Added +3.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 294.2k $6.9m | Added +80.0k |
| Retirement Systems of Alabama 0.02% of their portfolio | 272.8k $6.4m | Reduced -53.2k |
| FMR LLC 0.00% of their portfolio | 271.5k $6.4m | Added +93.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 263.6k $6.2m | Added +61.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 261.4k $6.2m | Added +29.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 258.8k $6.1m | Reduced -41.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 256.3k $6.0m | Reduced -9.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio | 254.4k $6.0m | Added +74.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 253.5k $6.0m | Added +16.3k |
| EXCHANGE TRADED CONCEPTS, LLC 0.03% of their portfolio | 238.2k $5.6m | New |
| Dana Investment Advisors, Inc. 0.14% of their portfolio | 231.6k $5.5m | Reduced -1.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 229.4k $5.4m | Reduced -211.2k |
| INTECH INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 224.2k $5.3m | Reduced -156.2k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 223.6k $5.3m | Added +35.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 211.9k $5.0m | Reduced -13.2k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 205.3k $4.8m | Added +141.1k |