MNYSERetail-Department StoresFiscal year ends February 1
Macy's, Inc.
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 10, 2026
$23.60−0.40 (-1.67%)
Close on Oct 19, 2026
- Market cap
- $6.42B
- P/E (TTM)
- 8.6
- Dividend yield
- 3.09%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.5%
257M of 261M shares
Institutional holders
489
83 new, 64 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 24 sales
Net sold $6.67M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 25,142,944 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 16,800,787 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 14,026,411 | 5.20% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of M | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 28,261,769 | 10.82% | $665.56M | −3,088 | 0.01% |
| Dimensional Fund Advisors LP | 16,800,787 | 6.43% | $395.69M | +325,140 | 0.07% |
| Vanguard Portfolio Management LLC | 12,863,362 | 4.93% | $302.93M | −772,528 | 0.01% |
| American Century Companies Inc | 11,030,537 | 4.22% | $259.77M | −1,112,613 | 0.11% |
| Vanguard Capital Management LLC | 11,020,211 | 4.22% | $259.53M | −352,712 | 0.01% |
| Charles Schwab Investment Management Inc | 9,800,523 | 3.75% | $230.80M | +593,618 | 0.03% |
| State Street Corp | 9,165,661 | 3.51% | $217.63M | −58,762 | 0.01% |
| RWC Asset Management LLP | 8,942,844 | 3.42% | $210.60M | −2,331,557 | 7.98% |
| Goldman Sachs Group Inc | 8,811,315 | 3.37% | $207.51M | +1,189,790 | 0.02% |
| Lsv Asset Management | 8,303,495 | 3.18% | $195.55K | +1,731,128 | 0.35% |
| Berkshire Hathaway Inc | 7,347,426 | 2.81% | $173.03M | +4,309,071 | 0.06% |
| Geode Capital Management, LLC | 7,019,076 | 2.69% | $178.46M | −610,753 | 0.01% |
| Newport Trust Company, LLC | 6,758,585 | 2.59% | $159.16M | −174,144 | 0.38% |
| Allianz Asset Management GmbH | 5,551,907 | 2.13% | $112.37M | +24,353 | 0.10% |
| Arrowstreet Capital, Limited Partnership | 4,327,028 | 1.66% | $101.90M | −1,436,693 | 0.05% |
| Aqr Capital Management LLC | 4,099,820 | 1.57% | $96.06M | −868,112 | 0.03% |
| Invesco Ltd. | 3,796,044 | 1.45% | $89.40M | −91,525 | 0.01% |
| Norges Bank | 3,568,505 | 1.37% | $84.04M | New | 0.01% |
| Morgan Stanley | 3,145,154 | 1.20% | $74.07M | −362,500 | 0.00% |
| UBS Group AG | 3,083,504 | 1.18% | $72.62M | −163,301 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 489 | 257M | 98.5% | 83 / 151 | 161 / 64 | 33M | 28M |
| Q1 2026 | 479 | 253M | 96.8% | 66 / 170 | 157 / 80 | 76M | 33M |
| Q4 2025 | 500 | 236M | 90.4% | 129 / 159 | 140 / 60 | 41M | 37M |
| Q3 2025 | 436 | 234M | 89.4% | 82 / 139 | 137 / 52 | 29M | 37M |
| Q2 2025 | 411 | 241M | 92.2% | 63 / 157 | 117 / 59 | 34M | 31M |
| Q1 2025 | 412 | 238M | 91.1% | 55 / 151 | 128 / 54 | 42M | 31M |
| Q4 2024 | 414 | 228M | 87.2% | 63 / 140 | 134 / 68 | 35M | 20M |
| Q3 2024 | 424 | 213M | 81.6% | 74 / 136 | 150 / 56 | 56M | 29M |
| Q2 2024 | 407 | 212M | 81.1% | 45 / 135 | 140 / 56 | 19M | 38M |
| Q1 2024 | 423 | 231M | 88.5% | 68 / 138 | 136 / 54 | 33M | 46M |
| Q4 2023 | 412 | 245M | 93.7% | 105 / 119 | 135 / 72 | 54M | 32M |
| Q3 2023 | 383 | 223M | 85.3% | 74 / 125 | 127 / 66 | 35M | 39M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of M | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 9,691,667 | 3.71% | $210.89M | 0.78% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 9,027,441 | 3.46% | $212.60M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,537,315 | 2.89% | $177.50M | 0.01% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 6,345,900 | 2.43% | $138.09M | 0.15% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 5,446,413 | 2.09% | $128.26M | 0.07% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 3,650,546 | 1.40% | $90.61M | 0.47% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,448,677 | 1.32% | $81.22M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,022,504 | 1.16% | $71.18M | 0.07% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 2,396,220 | 0.92% | $59.47M | 0.35% | Jul 31, 2026 |
| Hennessy Cornerstone Mid Cap 30 Fund | 2,121,700 | 0.81% | $52.66M | 4.16% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,924,588 | 0.74% | $47.77M | 0.33% | Jul 31, 2026 |
| Invesco S&P Ultra Dividend Revenue ETF | 1,595,358 | 0.61% | $34.71M | 3.22% | May 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 1,465,799 | 0.56% | $36.38M | 0.99% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 1,447,954 | 0.55% | $35.94M | 0.44% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,367,414 | 0.52% | $29.75M | 0.07% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Antony Spring | Chairman & CEO, Director | 485,791 | 0.19% | Apr 7, 2026 |
| Paul Griscom | SVP and Controller | 25,549 | 0.01% | Jun 26, 2026 |
| Thomas Edwards Jr. | EVP, COO & CFO | 20,000 | 0.01% | Jun 24, 2026 |
| Olivier Bron | CEO, Bloomingdale's | 21,590 | 0.01% | Apr 7, 2026 |
| Tracy M. Preston | EVP, CLO & Corporate Secretary | 28,773 | 0.01% | Apr 7, 2026 |
| Danielle L. Kirgan | EVP, Chief HR Officer | 108,008 | 0.04% | Apr 7, 2026 |
| Adrian V. Mitchell | EVP, COO & CFO | 236,201 | 0.09% | Apr 2, 2025 |
| Richard L. Markee | Director | – | – | Jul 1, 2026 |
| Robert B. Chavez | Director | – | – | Jun 8, 2026 |
| Naveen K. Chopra | Director | – | – | Jun 8, 2026 |
| Deirdre P. Connelly | Director | 17,092 | 0.01% | Jun 8, 2026 |
| Paul C. Varga | Director | 40,479 | 0.02% | Jun 8, 2026 |
| Jill Granoff | Director | – | – | Jun 8, 2026 |
| Marie A. Chandoha | Director | – | – | Jun 8, 2026 |
| Torrence Boone | Director | – | – | Jun 8, 2026 |
| Emilie Arel | Director | – | – | Jun 8, 2026 |
| Richard Clark | Director | – | – | Apr 1, 2026 |
| Douglas William Sesler | Director | 31,354 | 0.01% | Apr 1, 2026 |
| Tracey Zhen | Director | – | – | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul Griscom SVP and Controller | Jun 25, 2026 | Sale | −10,077 | $25.63 | $258.27K | 25,373 |
| Thomas Edwards Jr. EVP, COO & CFO | Jun 24, 2026 | Sale | −16,419 | $24.89 | $408.67K | 20,000 |
| Thomas Edwards Jr. EVP, COO & CFO | Jun 23, 2026 | Option exercise | +36,419 | – | – | 36,419 |
| Antony Spring Chairman & CEO, Director | Apr 6, 2026 | Sale | −50,044 | $17.92 | $896.79K | 485,791 |
| Paul Griscom SVP and Controller | Apr 6, 2026 | Sale | −745 | $17.92 | $13.35K | 35,450 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Apr 6, 2026 | Sale | −5,271 | $17.92 | $94.46K | 28,773 |
| Olivier Bron CEO, Bloomingdale's | Apr 6, 2026 | Sale | −7,228 | $17.92 | $129.53K | 21,590 |
| Danielle L. Kirgan EVP, Chief HR Officer | Apr 6, 2026 | Sale | −10,010 | $17.92 | $179.38K | 108,008 |
| Antony Spring Chairman & CEO, Director | Apr 3, 2026 | Option exercise | +98,597 | – | – | 535,835 |
| Paul Griscom SVP and Controller | Apr 3, 2026 | Option exercise | +2,629 | – | – | 36,195 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Apr 3, 2026 | Option exercise | +13,146 | – | – | 34,044 |
| Olivier Bron CEO, Bloomingdale's | Apr 3, 2026 | Option exercise | +13,146 | – | – | 28,818 |
| Danielle L. Kirgan EVP, Chief HR Officer | Apr 3, 2026 | Option exercise | +19,719 | – | – | 118,018 |
| Antony Spring Chairman & CEO, Director | Apr 1, 2026 | Sale | −14,606 | $18.08 | $264.08K | 437,238 |
| Paul Griscom SVP and Controller | Apr 1, 2026 | Sale | −490 | $18.08 | $8.86K | 33,566 |
| Danielle L. Kirgan EVP, Chief HR Officer | Apr 1, 2026 | Sale | −6,573 | $18.08 | $118.84K | 98,299 |
| Antony Spring Chairman & CEO, Director | Mar 31, 2026 | Option exercise | +28,588 | – | – | 451,844 |
| Paul Griscom SVP and Controller | Mar 31, 2026 | Option exercise | +1,715 | – | – | 34,056 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 31, 2026 | Option exercise | +12,864 | – | – | 104,872 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 30, 2026 | Sale | −5,161 | $17.73 | $91.50K | 92,008 |
| Olivier Bron CEO, Bloomingdale's | Mar 30, 2026 | Sale | −3,051 | $17.74 | $54.12K | 15,672 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Mar 30, 2026 | Sale | −2,736 | $17.74 | $48.54K | 20,898 |
| Paul Griscom SVP and Controller | Mar 30, 2026 | Sale | −433 | $17.74 | $7.68K | 32,341 |
| Antony Spring Chairman & CEO, Director | Mar 30, 2026 | Sale | −27,451 | $17.73 | $486.71K | 423,256 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 28, 2026 | Option exercise | +11,256 | – | – | 97,169 |
| Olivier Bron CEO, Bloomingdale's | Mar 28, 2026 | Option exercise | +7,504 | – | – | 18,723 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Mar 28, 2026 | Option exercise | +7,504 | – | – | 23,634 |
| Paul Griscom SVP and Controller | Mar 28, 2026 | Option exercise | +1,501 | – | – | 32,774 |
| Antony Spring Chairman & CEO, Director | Mar 28, 2026 | Option exercise | +53,152 | – | – | 450,707 |
| Antony Spring Chairman & CEO, Director | Mar 27, 2026 | Sale | −41,450 | $17.91 | $742.37K | 397,555 |
| Olivier Bron CEO, Bloomingdale's | Mar 27, 2026 | Sale | −4,712 | $17.91 | $84.39K | 11,219 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 27, 2026 | Sale | −15,415 | $17.91 | $276.08K | 85,913 |
| Paul Griscom SVP and Controller | Mar 27, 2026 | Sale | −2,919 | $17.92 | $52.31K | 31,273 |
| Antony Spring Chairman & CEO, Director | Mar 26, 2026 | Tax withholding | −6,092 | $18.49 | $112.64K | 439,005 |
| Antony Spring Chairman & CEO, Director | Mar 26, 2026 | Award | +103,984 | – | – | 445,097 |
| Olivier Bron CEO, Bloomingdale's | Mar 26, 2026 | Tax withholding | −406 | $18.49 | $7.51K | 15,931 |
| Olivier Bron CEO, Bloomingdale's | Mar 26, 2026 | Award | +11,035 | – | – | 16,337 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 26, 2026 | Tax withholding | −2,114 | $18.49 | $39.09K | 101,328 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 26, 2026 | Award | +46,789 | – | – | 103,442 |
| Paul Griscom SVP and Controller | Mar 26, 2026 | Tax withholding | −339 | $18.49 | $6.27K | 34,192 |
| Paul Griscom SVP and Controller | Mar 26, 2026 | Award | +10,392 | – | – | 34,531 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 25, 2026 | Sale | −3,047 | $18.72 | $57.04K | 56,653 |
| Paul Griscom SVP and Controller | Mar 25, 2026 | Sale | −379 | $18.75 | $7.11K | 24,139 |
| Antony Spring Chairman & CEO, Director | Mar 25, 2026 | Sale | −3,024 | $18.72 | $56.61K | 341,113 |
| Danielle L. Kirgan EVP, Chief HR Officer | Mar 24, 2026 | Option exercise | +8,539 | – | – | 59,700 |
| Paul Griscom SVP and Controller | Mar 24, 2026 | Option exercise | +1,139 | – | – | 24,518 |
| Antony Spring Chairman & CEO, Director | Mar 24, 2026 | Option exercise | +8,539 | – | – | 344,137 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Mar 2, 2026 | Tax withholding | −6,654 | $19.78 | $131.62K | 16,130 |
| Tracy M. Preston EVP, CLO & Corporate Secretary | Feb 28, 2026 | Option exercise | +18,061 | – | – | 22,784 |
| Danielle L. Kirgan EVP, Chief HR Officer | Dec 11, 2025 | Sale | −85,000 | $23.92 | $2.03M | 51,161 |
| Olivier Bron CEO, Bloomingdale's | Dec 8, 2025 | Sale | −13,500 | $22.21 | $299.84K | 5,302 |
| Olivier Bron CEO, Bloomingdale's | Nov 3, 2025 | Tax withholding | −9,209 | $19.49 | $179.48K | 18,802 |
| Olivier Bron CEO, Bloomingdale's | Nov 1, 2025 | Option exercise | +18,656 | – | – | 24,902 |
| Olivier Bron CEO, Bloomingdale's | Nov 1, 2025 | Option exercise | +3,109 | – | – | 28,011 |
| Danielle L. Kirgan EVP, Chief HR Officer | Sep 17, 2025 | Sale | −100,000 | $17.75 | $1.78M | 136,161 |
| Danielle L. Kirgan EVP, Chief HR Officer | Sep 11, 2025 | Sale | −50,000 | $17.50 | $875.00K | 236,161 |
| Paul Griscom SVP and Controller | Sep 11, 2025 | Sale | −12,843 | $17.26 | $221.67K | 23,379 |
| Danielle L. Kirgan EVP, Chief HR Officer | Sep 5, 2025 | Sale | −100,000 | $17.30 | $1.73M | 286,161 |
| Antony Spring Chairman & CEO, Director | Apr 1, 2025 | Sale | −14,234 | $12.88 | $183.33K | 335,598 |
| Adrian V. Mitchell EVP, COO & CFO | Apr 1, 2025 | Sale | −101,633 | $12.88 | $1.31M | 236,201 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Paul Griscom Officer | Jun 25, 2026 | 10,077 | $255.35K | Jun 25, 2026 | Restricted Stock Vesting |
| Thomas Edwards Jr. Officer | Jun 24, 2026 | 36,419 | $872.24K | Jun 24, 2026 | Restricted Stock Vesting |
| Olivier Bron Officer | Apr 6, 2026 | 13,146 | $234.26K | Apr 6, 2026 | Restricted Stock Vesting |
| Paul Griscom Officer | Apr 6, 2026 | 2,629 | $46.85K | Apr 6, 2026 | Restricted Stock Vesting |
| Danielle L. Kirgan Officer | Apr 6, 2026 | 19,719 | $351.39K | Apr 6, 2026 | Restricted Stock Vesting |
| Tracy M. Preston Officer | Apr 6, 2026 | 13,146 | $234.26K | Apr 6, 2026 | Restricted Stock Vesting |
| Antony Spring Officer, Director | Apr 6, 2026 | 98,597 | $1.76M | Apr 6, 2026 | Restricted Stock Vesting |
| Paul Griscom Officer | Apr 1, 2026 | 1,715 | $31.02K | Apr 1, 2026 | Restricted Stock Vesting |
| Antony Spring Officer, Director | Apr 1, 2026 | 28,588 | $517.16K | Apr 1, 2026 | Restricted Stock Vesting |
| Danielle L. Kirgan Officer | Apr 1, 2026 | 12,864 | $232.71K | Apr 1, 2026 | Restricted Stock Vesting |
| Antony Spring Officer, Director | Mar 30, 2026 | 53,152 | $953.55K | Mar 30, 2026 | Restricted Stock Vesting |
| Danielle L. Kirgan Officer | Mar 30, 2026 | 11,256 | $201.93K | Mar 30, 2026 | Restricted Stock Vesting |
| Olivier Bron Officer | Mar 30, 2026 | 7,504 | $134.62K | Mar 30, 2026 | Restricted Stock Vesting |
| Tracy M. Preston Officer | Mar 30, 2026 | 7,504 | $134.62K | Mar 30, 2026 | Restricted Stock Vesting |
| Paul Griscom Officer | Mar 30, 2026 | 1,501 | $26.93K | Mar 30, 2026 | Restricted Stock Vesting |