Macy’s Inc (M) Ownership

23.08 ↓0.39 (-1.66%)

As of Market Close on January 27th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Macy’s Inc (M), owning a total of 27.3 million shares. Combined, the top 25 institutional holders of M own 59.87% of the company with a total of 162.3 million shares.

In the latest ownership report on September 30th 2022, the top 25 institutional holders increased their combined ownership of M by 2.2 million shares. 9 institutions bought 15,126,960 total additional shares and increased their ownership by an average of 715.52%. However 11 institutions sold 12,882,550 total shares and decreased their ownership by an average of 10.97%.

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 2,244,410 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	10.078%	-6.847%	27,322,968	-2,008,397	2022-09-30
BlackRock Inc	9.067%	-5.534%	24,582,671	-1,439,965	2022-09-30
Arrowstreet Capital Limited Partnership	3.899%	-0.546%	10,571,235	-58,034	2022-09-30
State Street Corporation	3.736%	3.465%	10,129,020	339,217	2022-09-30
Dimensional Fund Advisors, Inc.	3.653%	25.949%	9,904,227	2,040,551	2022-09-30
Newport Trust Co.	2.905%	-0.012%	7,876,936	-919	2022-09-30
Appaloosa LP	2.213%	0.000%	6,000,000	0	2022-09-30
Citadel Advisors Llc	1.922%	962.299%	5,211,213	4,720,653	2022-09-30
Point72 Asset Management, L.P.	1.876%	137.423%	5,085,398	2,943,484	2022-09-30
Renaissance Technologies Corp	1.681%	-63.003%	4,558,164	-7,762,300	2022-09-30
Goldentree Asset Management LP	1.610%	32.676%	4,365,898	1,075,239	2022-09-30
Geode Capital Management, LLC	1.431%	-4.435%	3,880,319	-180,080	2022-09-30
Goldman Sachs Group Inc	1.406%	-12.645%	3,810,887	-551,663	2022-09-30
Allianz Asset Management AG	1.339%	-3.405%	3,630,785	-127,977	2022-09-30
LSV Asset Management	1.296%	4.918%	3,513,526	164,700	2022-09-30
AQR Capital Management LLC	1.228%	42.814%	3,329,355	998,100	2022-09-30
Bank of New York Mellon Corp	1.202%	-5.826%	3,259,474	-201,636	2022-09-30
Holocene Advisors, LP	1.030%	5,225.850%	2,793,304	2,740,856	2022-09-30
Northern Trust Corp	0.971%	-15.339%	2,632,768	-477,019	2022-09-30
Morgan Stanley - Brokerage Accounts	0.939%	4.268%	2,544,781	104,160	2022-09-30
Charles Schwab Investment Management Inc	0.879%	-3.034%	2,383,093	-74,560	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.078%	-6.847%	27,322,968	-2,008,397	2022-09-30
BlackRock Inc	9.067%	-5.534%	24,582,671	-1,439,965	2022-09-30
Arrowstreet Capital Limited Partnership	3.899%	-0.546%	10,571,235	-58,034	2022-09-30
State Street Corporation	3.736%	3.465%	10,129,020	339,217	2022-09-30
Dimensional Fund Advisors, Inc.	3.653%	25.949%	9,904,227	2,040,551	2022-09-30
Newport Trust Co.	2.905%	-0.012%	7,876,936	-919	2022-09-30
Appaloosa LP	2.213%	0.000%	6,000,000	0	2022-09-30
Citadel Advisors Llc	1.922%	962.299%	5,211,213	4,720,653	2022-09-30
Point72 Asset Management, L.P.	1.876%	137.423%	5,085,398	2,943,484	2022-09-30
Renaissance Technologies Corp	1.681%	-63.003%	4,558,164	-7,762,300	2022-09-30
Goldentree Asset Management LP	1.610%	32.676%	4,365,898	1,075,239	2022-09-30
Millennium Management LLC	1.586%	56.430%	4,298,416	1,550,597	2022-06-30
Two Sigma Advisers, LLC	1.560%	24.663%	4,230,182	836,900	2022-06-30
Geode Capital Management, LLC	1.431%	-4.435%	3,880,319	-180,080	2022-09-30
Goldman Sachs Group Inc	1.406%	-12.645%	3,810,887	-551,663	2022-09-30
Two Sigma Investments LLC	1.350%	66.489%	3,657,173	1,460,525	2022-06-30
Allianz Asset Management AG	1.339%	-3.405%	3,630,785	-127,977	2022-09-30
LSV Asset Management	1.296%	4.918%	3,513,526	164,700	2022-09-30
AQR Capital Management LLC	1.228%	42.814%	3,329,355	998,100	2022-09-30
Bank of New York Mellon Corp	1.202%	-5.826%	3,259,474	-201,636	2022-09-30
Holocene Advisors, LP	1.030%	5,225.850%	2,793,304	2,740,856	2022-09-30
Natixis SA	1.015%	369.406%	2,751,766	2,165,543	2022-06-30
Northern Trust Corp	0.971%	-15.339%	2,632,768	-477,019	2022-09-30
Morgan Stanley - Brokerage Accounts	0.939%	4.268%	2,544,781	104,160	2022-09-30
Charles Schwab Investment Management Inc	0.879%	-3.034%	2,383,093	-74,560	2022-09-30

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 8.4 million shares. Combined, the top 21 mutual fund holders of M own 24.17% of the company with a total of 65.5 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of M by 32 thousand shares. 4 funds bought 130,795 total additional shares and increased their ownership by an average of 1.57%. However 2 funds sold 163,062 total shares and decreased their ownership by an average of 4.84%.

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 -32,267 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	2.576%	-0.287%	6,982,420	-20,072	2022-12-31
Vanguard Small Cap Value Index Inv	1.802%	0.717%	4,885,733	34,777	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.455%	2,422,528	58,047	2022-12-31
State St S&P Midcap® Indx SL Cl II	0.524%	0.531%	1,420,188	7,500	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.509%	-9.394%	1,379,136	-142,990	2022-12-31
Vanguard High Dividend Yield ETF	0.445%	2.593%	1,205,657	30,471	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.086%	-0.038%	8,365,368	-3,184	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.013%	0.925%	8,168,947	74,869	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.978%	-3.653%	8,072,984	-306,091	2022-09-30
Vanguard Small Cap Index	2.576%	-0.287%	6,982,420	-20,072	2022-12-31
Vanguard Small Cap Value Index Inv	1.802%	0.717%	4,885,733	34,777	2022-12-31
Vanguard Extended Market Index Investor	1.362%	0.530%	3,693,263	19,458	2022-11-30
BlackRock Systematic Multi-Strat Instl	1.185%	60.926%	3,212,618	1,216,290	2022-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.455%	2,422,528	58,047	2022-12-31
Pacer US Cash Cows 100 ETF	0.879%	0.225%	2,383,499	5,350	2022-12-30
DFA US Small Cap Value I	0.768%	0.000%	2,082,800	0	2022-11-30
iShares S&P Mid-Cap 400 Value ETF	0.735%	0.000%	1,993,024	0	2022-12-30
American Funds SMALLCAP World A	0.701%	0.000%	1,900,000	0	2022-09-30
DFA US Targeted Value I	0.532%	14.455%	1,441,955	182,113	2022-11-30
State St S&P Midcap® Indx SL Cl II	0.524%	0.531%	1,420,188	7,500	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.509%	-9.394%	1,379,136	-142,990	2022-12-31
Fidelity® Extended Market Index	0.496%	0.000%	1,344,421	0	2022-11-30
Avantis® U.S. Small Cap Value ETF	0.486%	0.000%	1,316,365	0	2022-12-30
Vanguard High Dividend Yield ETF	0.445%	2.593%	1,205,657	30,471	2022-12-31
DFA US Small Cap I	0.434%	0.000%	1,177,544	0	2022-11-30
Schwab US Small-Cap ETF™	0.421%	0.000%	1,141,825	0	2022-12-30
Douglas C. Lane & Assoc. Core Equity	0.345%	10.138%	934,495	86,020	2022-09-30