Macy's, Inc. (M) shareholders
MNYSERetail-Department StoresFiscal year ends February 1
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 10, 2026Score 15/3046% below fair value
$24.70+0.37 (+1.52%)
Close on Nov 13, 2026Market cap $6.45BP/E 9.0Yield 2.96%
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 Joint filing with FMR LLC (5.20%) | 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% | $195.55M | +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)
426 funds held M in Q2 2026, 57% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Olivier Bron | CEO, Bloomingdale's | 31,318 | 0.01% | Nov 2, 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 |
| Danielle L. Kirgan | EVP, Chief HR Officer | 108,008 | 0.04% | Apr 7, 2026 |
| Tracy M. Preston | EVP, CLO & Corporate Secretary | 28,773 | 0.01% | Apr 7, 2026 |
| Adrian V. Mitchell | EVP, COO & CFO | 236,201 | 0.09% | Apr 2, 2025 |
| Richard L. Markee | Director | – | – | Oct 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 |
|---|---|---|---|---|---|---|
| Olivier Bron CEO, Bloomingdale's | Nov 2, 2026 | Tax withholding | −1,720 | $24.11 | $41.47K | 31,318 |
| Olivier Bron CEO, Bloomingdale's | Nov 2, 2026 | Tax withholding | −10,318 | $24.11 | $248.77K | 33,038 |
| Olivier Bron CEO, Bloomingdale's | Nov 1, 2026 | Option exercise | +3,109 | – | – | 43,356 |
| Olivier Bron CEO, Bloomingdale's | Nov 1, 2026 | Option exercise | +18,657 | – | – | 40,247 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
13.50%
35M shares short
Days to cover
5.9
At 6M shares a day
Change since last report
+1.2%
From 35M shares
Short volume, 20 days
63.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Macy's's stock actually held short. Settlement fails (shares not delivered on time) peaked at 13,892 shares on Sep 14, 2026 over the last 90 days.
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 |
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