M

Macy's Inc
Consumer DiscretionaryUSCUSIP 55616P104◍ Confluence graph
Tracked 13F Holders
425
-168 QoQ
13F Value (tracked)
$4.4B
Insider Net · 180d
-$4.3M
0↑ 6↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 21 trimming
Insider net (180d)-$4.3M

Who owns M?

425 tracked 13F filers

425 tracked 13F filers disclose a position in M as of the latest SEC 13F filings, a combined $4.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$511.3M
28.3M
+4.2%
Added · +1.1M sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$298.0M
16.5M
+2.0%
Added · +330K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$246.7M
13.6M
First observed position
No prior filed position
Q1 2026
4AMERICAN CENTURY COMPANIES INC
$219.7M
12.1M
+9.1%
Added · +1.0M sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$205.7M
11.4M
First observed position
No prior filed position
Q1 2026
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$166.6M
9.2M
+184%
Added · +6.0M sh
Q1 2026
7STATE STREET CORP
$217.6M
9.2M
−0.6%
Reduced · −59K sh
Q2 2026
8RWC Asset Management LLP
$210.6M
8.9M
−21%
Reduced · −2.3M sh
Q2 2026
9GOLDMAN SACHS GROUP INC
$137.9M
7.6M
+12%
Added · +798K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$178.5M
7.0M
−8.0%
Reduced · −611K sh
Q2 2026
11Newport Trust Company, LLC
$159.2M
6.8M
−2.5%
Reduced · −174K sh
Q2 2026
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$104.3M
5.8M
+82%
Added · +2.6M sh
Q1 2026
13Allianz Asset Management GmbH
$100.0M
5.5M
+119%
Added · +3.0M sh
Q1 2026
14AQR CAPITAL MANAGEMENT LLC
$89.8M
5.0M
+24%
Added · +968K sh
Q1 2026
15NORGES BANK
$85.0M
3.9M
−23%
Reduced · −1.2M sh
Q4 2025
16MORGAN STANLEY
$63.5M
3.5M
−7.7%
Reduced · −293K sh
Q1 2026
17UBS Group AG
$58.7M
3.2M
+26%
Added · +678K sh
Q1 2026
18PRUDENTIAL FINANCIAL INC
$58.0M
3.2M
+30%
Added · +741K sh
Q1 2026
19BERKSHIRE HATHAWAY INC
$55.0M
3.0M
New
+3.0M sh
Q1 2026
20Bank of New York Mellon Corp
$52.7M
2.9M
+11%
Added · +288K sh
Q1 2026
21NORTHERN TRUST CORP
$46.3M
2.6M
+1.8%
Added · +44K sh
Q1 2026
22FRANKLIN RESOURCES INC
$43.9M
2.4M
+198%
Added · +1.6M sh
Q1 2026
23BARCLAYS PLC
$32.6M
1.8M
+436%
Added · +1.5M sh
Q1 2026
24MACQUARIE GROUP LTD
$30.2M
1.7M
+234%
Added · +1.2M sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$29.7M
1.6M
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is M being bought or sold by institutions?

Last quarter, 4 funds opened a new position in M and 32 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
32
funds
Reduced
21
funds
Exited
0
funds

Funds that own M also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT244 funds$248.0B
NVIDIA CORPNVDA239 funds$361.7B
APPLE INCAAPL239 funds$334.5B
ALPHABET INC-CL AGOOGL238 funds$164.0B
AMAZON.COM INCAMZN237 funds$182.3B
META PLATFORMS INC-CLASS AMETA235 funds$100.6B
ELI LILLY & COLLY233 funds$71.8B
BANK OF AMERICA CORPBAC233 funds$54.8B
MICRON TECHNOLOGY INCMU233 funds$40.8B
BROADCOM INCAVGO232 funds$144.4B
CHEVRON CORPCVX231 funds$44.7B
JOHNSON & JOHNSONJNJ230 funds$43.5B

Ranked by how many of M's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$4.3M
6 insiders
Net
-$4.3M
22 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 25, 2026Griscom PaulSVP and ControllerSell (S)10K$258K
Jun 24, 2026Edwards Thomas Jr.EVP, COO & CFOSell (S)16K$409K
Apr 6, 2026Kirgan Danielle L.EVP, Chief HR OfficerSell (S)10K$179K
Apr 6, 2026Bron OlivierCEO, Bloomingdale'sSell (S)7K$130K
Apr 6, 2026Griscom PaulSVP and ControllerSell (S)745$13K
Apr 6, 2026Spring AntonyChairman & CEO, DirectorSell (S)50K$897K
Apr 6, 2026Preston Tracy MEVP, CLO & Corporate SecretarySell (S)5K$94K
Apr 1, 2026Griscom PaulSVP and ControllerSell (S)490$9K
Apr 1, 2026Kirgan Danielle L.EVP, Chief HR OfficerSell (S)7K$119K
Apr 1, 2026Spring AntonyChairman & CEO, DirectorSell (S)15K$264K
Mar 30, 2026Spring AntonyChairman & CEO, DirectorSell (S)27K$487K
Mar 30, 2026Griscom PaulSVP and ControllerSell (S)433$8K

Institutional ownership over time

235 funds-77 since Q3 2024
0206412Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.1B

Recent filings

15 shown

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Connected entities for M

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Ask your agent what changed in M

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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  "https://arkolith.com/api/v1/stocks/M/capital-change-brief"
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Use Arkolith's capital_change_brief for M.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for M. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.