Who holds Mticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MACYS INC · COM · quarter ended 2026-03-31 · 12 members disclosed M ↗

353

holders13F filers reporting this class for the quarter ended 2026-03-31

$3.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

171

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of M ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$511M	28,264,857	+1,140,677	add
2	DIMENSIONAL FUND ADVISORS LP	$298M	16,475,647	+329,675	add
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$247M	13,635,890	—	no prior
4	AMERICAN CENTURY COMPANIES INC	$220M	12,143,150	+1,011,908	add
5	VANGUARD CAPITAL MANAGEMENT LLC	$206M	11,372,923	—	no prior
6	RWC Asset Management LLP	$204M	11,274,401	+309,252	add
7	STATE STREET CORP	$169M	9,224,423	−48,159	trim
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$167M	9,206,905	+5,970,103	add
9	Newport Trust Company, LLC	$125M	6,932,729	−56,807	trim
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$104M	5,763,721	+2,594,549	add
11	Allianz Asset Management GmbH	$100.0M	5,527,554	+3,005,520	add
12	AQR CAPITAL MANAGEMENT LLC	$89.8M	4,967,932	+967,593	add
13	Invesco Ltd.	$70.3M	3,887,569	+185,132	add
14	MORGAN STANLEY	$63.5M	3,507,654	−292,695	trim
15	UBS Group AG	$58.7M	3,246,805	+677,873	add
16	BERKSHIRE HATHAWAY INC	$55.0M	3,038,355	+3,038,355	new
17	NORTHERN TRUST CORP	$46.3M	2,560,604	+44,219	add
18	FRANKLIN RESOURCES INC	$43.9M	2,426,017	+1,613,148	add
19	BARCLAYS PLC	$32.6M	1,803,788	+1,467,089	add
20	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$31.5M	1,743,785	+1,743,785	new
21	MACQUARIE GROUP LTD	$30.2M	1,667,585	+1,168,717	add
22	VANGUARD FIDUCIARY TRUST CO	$29.7M	1,640,677	—	no prior
23	CITADEL ADVISORS LLC	$29.4M	1,624,209	−3,172,107	trim
24	BARINGTON COMPANIES MANAGEMENT, LLC	$26.2M	1,450,000	+150,000	add
25	ROYCE & ASSOCIATES LP	$25.1M	1,390,000	+270,000	add
26	Gotham Asset Management, LLC	$24.8M	1,368,183	+331,713	add
27	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$23.3M	1,288,800	+1,288,800	new
28	Squarepoint Ops LLC	$21.9M	1,210,948	+1,210,948	new
29	MILLENNIUM MANAGEMENT LLC	$19.2M	1,061,507	−491,055	trim
30	Invenomic Capital Management LP	$19.0M	1,051,323	+397,664	add
31	JANE STREET GROUP, LLC	$17.9M	989,481	+989,481	new
32	Nuveen, LLC	$17.7M	978,534	−136,406	trim
33	BANK OF AMERICA CORP /DE/	$17.7M	978,206	+185,678	add
34	Trexquant Investment LP	$17.4M	962,378	−43,168	trim
35	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$17.1M	946,694	−10,182	trim
36	Quantinno Capital Management LP	$15.9M	878,567	−567,359	trim
37	Qube Research & Technologies Ltd	$14.6M	805,576	−91,574	trim
38	J. Goldman & Co LP	$12.2M	674,860	+674,860	new
39	FIRST TRUST ADVISORS LP	$11.9M	660,529	−65,565	trim
40	SEI INVESTMENTS CO	$11.6M	639,496	−53,296	trim
41	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.2M	621,342	+621,342	new
42	Mitsubishi UFJ Trust & Banking Corp	$11.2M	620,563	−5,519	trim
43	TWO SIGMA INVESTMENTS, LP	$11.1M	611,830	+484,608	add
44	Empowered Funds, LLC	$10.8M	596,872	+102,161	add
45	PRINCIPAL FINANCIAL GROUP INC	$10.7M	593,836	+16,177	add
46	Susquehanna Portfolio Strategies, LLC	$10.6M	587,246	+55,752	add
47	CITIGROUP INC	$9.8M	542,910	+349,243	add
48	Cambria Investment Management, L.P.	$9.6M	529,685	+138,987	add
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$9.6M	529,390	+43,399	add
50	Swiss National Bank	$9.5M	526,300	−3,100	trim
51	Man Group plc	$8.7M	479,582	+46,187	add
52	ALLIANCEBERNSTEIN L.P.	$8.1M	368,884	−20,215	trim
53	Legal & General Group Plc	$8.1M	446,702	−51,245	trim
54	STATE OF WISCONSIN INVESTMENT BOARD	$8.0M	443,936	+63,681	add
55	CANADA PENSION PLAN INVESTMENT BOARD	$8.0M	440,600	−1,259,247	trim
56	VICTORY CAPITAL MANAGEMENT INC	$7.4M	410,356	+103,067	add
57	INTECH INVESTMENT MANAGEMENT LLC	$6.9M	380,451	+255,297	add
58	Crossmark Global Holdings, Inc.	$6.7M	370,854	—	no prior
59	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$6.6M	366,361	+366,361	new
60	Universal- Beteiligungs- und Servicegesellschaft mbH	$6.3M	346,934	+19,107	add
61	BNP Paribas Asset Management Holding S.A.	$6.2M	345,243	−47,840	trim
62	Grantham, Mayo, Van Otterloo & Co. LLC	$5.9M	328,035	+75,667	add
63	Dupree Financial Group, LLC	$5.9M	327,954	+4,348	add
64	Retirement Systems of Alabama	$5.9M	325,959	+3,709	add
65	MARTINGALE ASSET MANAGEMENT L P	$5.8M	318,432	+258,677	add
66	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$5.5M	303,960	+303,960	new
67	Engineers Gate Manager LP	$5.5M	303,633	+171,114	add
68	CastleKnight Management LP	$5.3M	291,740	0	no change
69	MUFG Securities EMEA plc	$5.1M	280,000	+280,000	new
70	NORDEA INVESTMENT MANAGEMENT AB	$4.8M	265,850	−12,011	trim
71	Corient Private Wealth LLC	$4.7M	262,258	−335,474	trim
72	Voleon Capital Management LP	$4.6M	254,830	−126,714	trim
73	Bridgewater Associates, LP	$4.6M	251,928	−468,532	trim
74	HSBC HOLDINGS PLC	$4.2M	232,955	−534,939	trim
75	Dana Investment Advisors, Inc.	$4.2M	233,084	−2,465	trim
76	VANGUARD ASSET MANAGEMENT, Ltd	$4.2M	232,366	—	no prior
77	Amundi	$4.2M	230,041	+181,684	add
78	Vanguard Global Advisers, LLC	$4.1M	225,098	—	no prior
79	STOREBRAND ASSET MANAGEMENT AS	$3.9M	214,178	—	no prior
80	FIFTH THIRD BANCORP	$3.7M	206,309	+201,953	add
81	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	$3.6M	200,000	0	no change
82	Waterfront Wealth Inc.	$3.6M	198,657	+15,770	add
83	PDT Partners, LLC	$3.5M	193,230	+29,330	add
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$3.4M	189,862	+1,704	add
85	Mirae Asset Global Investments Co., Ltd.	$3.4M	188,624	+186,164	add
86	READYSTATE ASSET MANAGEMENT LP	$3.4M	187,715	+65,431	add
87	Elo Mutual Pension Insurance Co	$3.3M	184,133	+103,708	add
88	FORA Capital, LLC	$3.3M	182,233	+182,233	new
89	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.2M	179,596	−108,687	trim
90	FMR LLC	$3.2M	177,980	−517,241	trim
91	Kingsview Wealth Management, LLC	$3.2M	176,709	+16,872	add
92	ROYAL BANK OF CANADA	$3.2M	175,506	+105,117	add
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$3.1M	172,814	0	no change
94	VOYA INVESTMENT MANAGEMENT LLC	$3.1M	171,709	−8,590	trim
95	STIFEL FINANCIAL CORP	$2.9M	162,270	−1,312	trim
96	MACKENZIE FINANCIAL CORP	$2.6M	145,778	+72,217	add
97	MERCER GLOBAL ADVISORS INC /ADV	$2.6M	144,704	+78,461	add
98	CREDIT AGRICOLE S A	$2.6M	143,900	−499	trim
99	LPL Financial LLC	$2.6M	143,332	−173	trim
100	Walleye Capital LLC	$2.6M	141,770	+48,188	add
101	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.5M	137,670	+77,704	add
102	MetLife Investment Management, LLC	$2.4M	131,625	−361	trim
103	Qsemble Capital Management, LP	$2.3M	129,807	+129,807	new
104	RENAISSANCE TECHNOLOGIES LLC	$2.3M	127,164	−4,500	trim
105	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.2M	123,260	+123,260	new
106	Janus Henderson Group Ltd.	$2.2M	122,217	0	no change
107	Vinva Investment Management Ltd	$2.2M	85,985	+69,231	add
108	NICOLET BANKSHARES INC	$2.2M	121,163	+121,163	new
109	Convergence Investment Partners, LLC	$2.1M	115,882	+73,638	add
110	CUMBERLAND ADVISORS INC	$2.1M	115,010	0	no change
111	Artemis Investment Management LLP	$1.9M	106,064	−18,730	trim
112	HB Wealth Management, LLC	$1.9M	105,743	−665	trim
113	HUSSMAN STRATEGIC ADVISORS, INC.	$1.9M	105,000	+105,000	new
114	Wealthfront Advisers LLC	$1.9M	103,943	−2,669	trim
115	Creative Planning	$1.9M	103,265	−18,052	trim
116	State of New Jersey Common Pension Fund D	$1.8M	102,178	−8,373	trim
117	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.8M	101,893	−9,853	trim
118	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	94,362	−5,842	trim
119	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	90,649	+38,583	add
120	Oak Thistle LLC	$1.6M	88,265	+29,867	add
121	RAYMOND JAMES FINANCIAL INC	$1.6M	86,914	−9,543	trim
122	RITHOLTZ WEALTH MANAGEMENT	$1.5M	81,209	+50,421	add
123	Summit Trail Advisors, LLC	$1.5M	80,219	+12,670	add
124	Empirical Finance, LLC	$1.4M	79,844	0	no change
125	Tidal Investments LLC	$1.3M	73,450	+12,854	add
126	Arizona State Retirement System	$1.3M	73,069	−1,678	trim
127	XTX Topco Ltd	$1.3M	72,324	+72,324	new
128	Walleye Trading LLC	$1.3M	70,696	−79,800	trim
129	DEUTSCHE BANK AG\	$1.3M	69,439	+54	add
130	ONTARIO TEACHERS PENSION PLAN BOARD	$1.3M	69,169	+10,444	add
131	Cetera Investment Advisers	$1.2M	67,577	+16,469	add
132	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	67,571	−1,093,954	trim
133	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.2M	66,618	−573	trim
134	Vanguard Investments Australia, Ltd.	$1.2M	66,519	—	no prior
135	WINTON GROUP Ltd	$1.2M	66,489	+66,489	new
136	ZACKS INVESTMENT MANAGEMENT	$1.2M	64,673	−211,693	trim
137	WELLS FARGO & COMPANY/MN	$1.2M	64,458	+17,374	add
138	Ensign Peak Advisors, Inc	$1.2M	64,199	+48,667	add
139	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.2M	63,970	+500	add
140	SummerHaven Investment Management, LLC	$1.1M	60,576	−5,925	trim
141	LAZARD ASSET MANAGEMENT LLC	$1.1M	60,196	+16,663	add
142	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.1M	59,566	−508	trim
143	Friedenthal Financial	$1.1M	59,513	+55,059	add
144	Lebenthal Global Advisors, LLC	$1.1M	58,683	+14,238	add
145	Havemeyer Place LP	$1.0M	56,775	+39,446	add
146	TRUIST FINANCIAL CORP	$1.0M	55,526	+27,927	add
147	Vanguard Personalized Indexing Management, LLC	$999K	55,218	−4,677	trim
148	Brevan Howard Capital Management LP	$997K	55,100	+9,216	add
149	NATIONAL BANK OF CANADA /FI/	$991K	54,788	−255,546	trim
150	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$987K	54,547	+54,547	new
151	Quantbot Technologies LP	$944K	52,202	+52,202	new
152	HighTower Advisors, LLC	$920K	50,834	+17,781	add
153	Gerber Kawasaki Wealth & Investment Management	$909K	50,258	+50,258	new
154	BANK OF MONTREAL /CAN/	$901K	49,800	+10,819	add
155	Ameritas Investment Partners, Inc.	$890K	49,209	0	no change
156	Cerity Partners LLC	$842K	46,521	−30,593	trim
157	Mariner, LLC	$827K	45,716	−68,144	trim
158	FEDERATED HERMES, INC.	$767K	42,424	+6,193	add
159	Focus Partners Wealth	$760K	41,973	−49,990	trim
160	Pictet Asset Management Holding SA	$755K	41,753	+4,396	add
161	EVOLVE PRIVATE WEALTH, LLC	$739K	40,877	+19,785	add
162	QUADRANT CAPITAL GROUP LLC	$697K	38,510	+1,167	add
163	Factorial Partners, LLC	$687K	38,000	−24,000	trim
164	Pathstone Holdings, LLC	$668K	36,808	−1,406	trim
165	CWM, LLC	$650K	35,922	−34,228	trim
166	GUGGENHEIM CAPITAL LLC	$644K	35,610	+2,316	add
167	DRW Securities, LLC	$632K	34,926	+34,926	new
168	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$631K	35,389	−44,930	trim
169	Machina Capital S.A.S.	$626K	34,587	+14,859	add
170	XPONANCE LLC	$616K	34,063	+7,311	add
171	ENVESTNET ASSET MANAGEMENT INC	$609K	33,641	−5,746	trim
172	Sequoia Financial Advisors, LLC	$586K	32,379	+5,171	add
173	Sagewood Asset Management LP	$571K	31,554	+1,951	add
174	Verition Fund Management LLC	$567K	31,338	−217,292	trim
175	GROUP ONE TRADING LLC	$565K	31,243	−81,694	trim
176	QRG CAPITAL MANAGEMENT, INC.	$548K	30,301	+30,301	new
177	HIGHLAND CAPITAL MANAGEMENT, LLC	$534K	29,500	+6,514	add
178	Polymer Capital Management (US) LLC	$531K	29,377	−3,777	trim
179	Swiss Life Asset Management Ltd	$483K	26,717	+3,907	add
180	Vise Technologies, Inc.	$475K	21,554	0	no change
181	AXQ CAPITAL, LP	$466K	25,768	+3,556	add
182	Verdad Advisers, LP	$463K	25,603	+2,783	add
183	Quantum Portfolio Management LLC	$441K	24,384	+1,497	add
184	Visionary Wealth Advisors	$430K	23,750	+3,750	add
185	Savant Capital, LLC	$410K	22,690	+4,627	add
186	One Wealth Advisors, LLC	$395K	21,813	+8,515	add
187	WRIGHT INVESTORS SERVICE INC	$390K	21,559	−1,174	trim
188	Truvestments Capital LLC	$389K	21,495	0	no change
189	Graham Capital Management, L.P.	$388K	21,429	+21,429	new
190	State of Wyoming	$384K	21,216	+21,216	new
191	Robeco Institutional Asset Management B.V.	$372K	20,578	+7,739	add
192	PINNACLE ASSOCIATES LTD	$362K	20,007	−1,860	trim
193	COMMONWEALTH EQUITY SERVICES, LLC	$356K	19,702	−6,122	trim
194	SECURIAN ASSET MANAGEMENT, INC	$354K	19,568	0	no change
195	US BANCORP \DE\	$353K	19,497	−1,036	trim
196	OSAIC HOLDINGS, INC.	$328K	18,151	−8,179	trim
197	Rafferty Asset Management, LLC	$328K	18,150	−2,064	trim
198	SUMMIT SECURITIES GROUP LLC	$316K	17,475	−4,225	trim
199	BCS Wealth Management	$313K	17,322	−17,042	trim
200	Ethic Inc.	$309K	17,069	−771	trim
201	EntryPoint Capital, LLC	$305K	16,849	+16,849	new
202	Private Advisor Group, LLC	$304K	16,803	−1,523	trim
203	Diversified Trust Co	$295K	16,300	+16,300	new
204	Paragon Capital Management Ltd	$294K	16,252	−734	trim
205	Range Financial Group LLC	$290K	16,021	+259	add
206	Caitong International Asset Management Co., Ltd	$289K	15,996	+15,996	new
207	Taproot Management LP	$284K	15,708	+15,708	new
208	BOOTHBAY FUND MANAGEMENT, LLC	$282K	15,610	+5,506	add
209	MML INVESTORS SERVICES, LLC	$280K	15,495	−978	trim
210	PANAGORA ASSET MANAGEMENT INC	$279K	15,441	+606	add
211	Wallace Capital Management Inc.	$270K	14,952	0	no change
212	BLAIR WILLIAM & CO/IL	$270K	14,931	+95	add
213	Index Technologies Group LLC	$269K	14,858	+753	add
214	COLDSTREAM CAPITAL MANAGEMENT INC	$267K	14,752	+4,097	add
215	M&T BANK CORP	$266K	14,703	−229	trim
216	Frank, Rimerman Advisors LLC	$262K	14,495	−36	trim
217	Utah Retirement Systems	$259K	14,300	0	no change
218	MIRABELLA FINANCIAL SERVICES LLP	$255K	14,077	−16,845	trim
219	CIDEL ASSET MANAGEMENT INC	$254K	14,036	+1,407	add
220	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$247K	13,671	+13,671	new
221	IEQ CAPITAL, LLC	$246K	13,608	−170,196	trim
222	Brooklyn Investment Group	$245K	13,546	+452	add
223	CHILDRESS CAPITAL ADVISORS, LLC	$242K	13,380	−11,220	trim
224	Meeder Advisory Services, Inc.	$238K	13,169	−443	trim
225	Inscription Capital, LLC	$237K	13,113	−5,353	trim
226	FLYNN ZITO CAPITAL MANAGEMENT, LLC	$237K	13,103	+155	add
227	Lido Advisors, LLC	$232K	12,759	+12,759	new
228	Maryland State Retirement & Pension System	$232K	12,798	0	no change
229	Tower Research Capital LLC (TRC)	$226K	12,470	+3,084	add
230	MANGROVE PARTNERS IM, LLC	$223K	12,354	+644	add
231	Value Investment Professionals, LLC	$219K	12,085	0	no change
232	Caprock Group, LLC	$213K	11,319	−24,394	trim
233	Traub Capital Management LLC	$208K	11,506	−100	trim
234	TOCQUEVILLE ASSET MANAGEMENT L.P.	$207K	11,420	+11,420	new
235	Aaron Wealth Advisors LLC	$205K	11,326	−30,461	trim
236	EVERGREEN CAPITAL MANAGEMENT LLC	$204K	11,180	−1,190	trim
237	SIGNATUREFD, LLC	$202K	11,162	−2,677	trim
238	Scientech Research LLC	$201K	11,100	+11,100	new
239	ProShare Advisors LLC	$193K	10,663	−105	trim
240	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$193K	10,653	+1,415	add
241	Stratos Wealth Partners, LTD.	$192K	10,600	+258	add
242	Vident Advisory, LLC	$187K	10,330	−128	trim
243	NOMURA ASSET MANAGEMENT CO LTD	$186K	10,300	−1,300	trim
244	Mraz, Amerine & Associates, Inc.	$181K	10,000	0	no change
245	Rockefeller Capital Management L.P.	$178K	9,833	−282,467	trim
246	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$172K	9,499	+224	add
247	Capula Management Ltd	$159K	8,802	+4,073	add
248	Arax Advisory Partners	$115K	6,340	−4,674	trim
249	Alphadyne Asset Management LP	$111K	6,123	−8,989	trim
250	Global Assets Advisory, LLC	$84.1K	4,650	+4,650	new
251	Bayforest Capital Ltd	$83.5K	4,614	+4,614	new
252	Deseret Mutual Benefit Administrators	$75.9K	4,198	+1,834	add
253	UMB Bank, n.a.	$63.1K	3,488	+82	add
254	Quarry LP	$56.8K	3,139	+325	add
255	Wilmington Savings Fund Society, FSB	$54.8K	3,028	0	no change
256	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$43.2K	2,388	−1,140	trim
257	Byrne Asset Management LLC	$36.2K	2,000	−250	trim
258	Mitsubishi UFJ Asset Management Co., Ltd.	$31.4K	1,738	+1,131	add
259	Allworth Financial LP	$30.0K	1,657	−1,360	trim
260	Altshuler Shaham Ltd	$26.7K	1,475	+396	add
261	Smartleaf Asset Management LLC	$26.5K	1,508	−35	trim
262	Strengthening Families & Communities, LLC	$23.2K	1,283	+10	add
263	MAI Capital Management	$21.5K	1,190	+794	add
264	Federation des caisses Desjardins du Quebec	$21.5K	1,188	+388	add
265	S&T BANK/PA	$18.6K	1,030	0	no change
266	CREDIT INDUSTRIEL ET COMMERCIAL	$18.1K	1,000	0	no change
267	North Ridge Wealth Advisors, Inc.	$18.1K	1,000	0	no change
268	Pinnacle Wealth Planning Services, Inc.	$18.1K	999	−375	trim
269	CNB Bank	$18.0K	996	0	no change
270	Godfrey Financial Associates, Inc.	$14.5K	804	0	no change
271	ALGERT GLOBAL LLC	$12.8K	706,690	+262,092	add
272	BARTLETT & CO. WEALTH MANAGEMENT LLC	$12.6K	660	+303	add
273	NFSG Corp	$10.9K	600	0	no change
274	Parkside Financial Bank & Trust	$10.1K	557	+2	add
275	TFC Financial Management, Inc.	$9.9K	547	+1	add
276	Glass Jacobson Investment Advisors llc	$9.5K	523	+4	add
277	Steward Partners Investment Advisory, LLC	$9.3K	512	−118	trim
278	CVA Family Office, LLC	$9.3K	512	+467	add
279	Elevated Capital Advisors, LLC	$8.4K	462	0	no change
280	SJS Investment Consulting Inc.	$7.9K	435	+57	add
281	Owl Creek Wealth Partners LLC	$7.4K	410	—	no prior
282	ARCADIA INVESTMENT ADVISORS LLC	$7.2K	400	0	no change
283	Eurizon Capital SGR S.p.A.	$7.2K	409	+409	new
284	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$6.6K	362	0	no change
285	Investors Research Corp	$6.3K	350	−13,641	trim
286	FINANCIAL CONSULATE, INC	$6.1K	338	−21	trim
287	ACADIAN ASSET MANAGEMENT LLC	$6.0K	330,093	−84,265	trim
288	Bell Investment Advisors, Inc	$5.8K	320	0	no change
289	Larson Financial Group LLC	$5.7K	312	−385	trim
290	Costello Asset Management, INC	$5.4K	300	0	no change
291	True Wealth Design, LLC	$5.4K	298	−276	trim
292	ALERUS FINANCIAL NA	$5.4K	297	0	no change
293	WealthCollab, LLC	$4.7K	262	0	no change
294	Keating Financial Advisory Services, Inc.	$4.6K	252	+10	add
295	JFS WEALTH ADVISORS, LLC	$4.5K	250	+21	add
296	CENTRAL TRUST Co	$4.5K	250	−5	trim
297	New England Capital Financial Advisors LLC	$4.1K	227	0	no change
298	CANADA LIFE ASSURANCE Co	$3.7K	202,573	−3,331	trim
299	Bernard Wealth Management Corp.	$3.6K	200	0	no change
300	GHP Investment Advisors, Inc.	$3.4K	189	0	no change
301	Scarborough Advisors, LLC	$3.2K	175	+130	add
302	Geneos Wealth Management Inc.	$2.8K	153	0	no change
303	Private Wealth Management Group, LLC	$2.4K	130	0	no change
304	Clearstead Advisors, LLC	$2.3K	125	−818	trim
305	Stone House Investment Management, LLC	$2.3K	125	0	no change
306	Blue Trust, Inc.	$2.2K	122	0	no change
307	ASSETMARK, INC	$2.2K	119	−1,317	trim
308	Treasurer of the State of North Carolina	$2.1K	114,332	+2,438	add
309	Sachetta, LLC	$2.0K	111	+111	new
310	Kilter Group LLC	$1.7K	94	−11	trim
311	THRIVENT FINANCIAL FOR LUTHERANS	$1.7K	92,737	−557	trim
312	WPG Advisers, LLC	$1.6K	90	0	no change
313	Kentucky Retirement Systems	$1.6K	30,422	—	no prior
314	MCF Advisors LLC	$1.6K	89	—	no prior
315	Manchester Capital Management LLC	$1.5K	82	0	no change
316	Peterson Wealth Services	$1.5K	82	0	no change
317	State of Alaska, Department of Revenue	$1.4K	78,814	+315	add
318	Activest Wealth Management	$1.4K	76	−43	trim
319	Cassaday & Co Wealth Management LLC	$1.4K	75	+75	new
320	Caitlin John, LLC	$1.4K	75	0	no change
321	DiNuzzo Private Wealth, Inc.	$1.2K	68	0	no change
322	Rialto Wealth Management, LLC	$1.2K	68	+3	add
323	Pacific Center for Financial Services	$1.2K	66	+1	add
324	Intentional Wealth Strategies, LLC	$1.1K	63	—	no prior
325	Spire Wealth Management	$1.1K	59	−188	trim
326	Transamerica Financial Advisors, LLC	$822	45	−187	trim
327	Cromwell Holdings LLC	$820	45	+14	add
328	Hilton Head Capital Partners, LLC	$724	40	0	no change
329	ELEVATION WEALTH PARTNERS, LLC	$688	38	−13	trim
330	Penserra Capital Management LLC	$665	36,800	−4,301	trim
331	Tradewinds Capital Management, LLC	$652	36	0	no change
332	WOLFF WIESE MAGANA LLC	$545	30	0	no change
333	MV CAPITAL MANAGEMENT, INC.	$543	30	0	no change
334	HFM Investment Advisors, LLC	$543	30	+4	add
335	NATIXIS ADVISORS, LLC	$532	29,388	+5,981	add
336	Physician Wealth Advisors, Inc.	$507	28	0	no change
337	Fruth Investment Management	$496	27,450	−500	trim
338	Triumph Capital Management	$366	20	0	no change
339	SouthState Bank Corp	$362	20	0	no change
340	Valued Wealth Advisors LLC	$326	18	0	no change
341	Frazier Financial Advisors, LLC	$308	17	+17	new
342	Vermillion Wealth Management, Inc.	$235	13	+13	new
343	Employees Retirement System of Texas	$190	10,519	0	no change
344	KBC Group NV	$167	9,256	0	no change
345	DekaBank Deutsche Girozentrale	$136	7,603	0	no change
346	Vestcor Inc	$120	6,609	0	no change
347	Decker Retirement Planning Inc.	$72	4	−118,793	trim
348	MATHER GROUP, LLC.	$37	2	+2	new
349	Annis Gardner Whiting Capital Advisors, LLC	$37	2	+2	new
350	Matrix Trust Co	$20	1,100	+31	add
351	Intesa Sanpaolo S.p.A.	$18	1	0	no change
352	Raleigh Capital Management Inc.	$5	0	0	no change
353	Capital Advisors, Ltd. LLC	$1	55	−25	trim
354	BANK OF NOVA SCOTIA	—	—	−415,510	exit
355	Jefferies Financial Group Inc.	—	—	−14,632	exit
356	VANGUARD GROUP INC	—	—	−25,855,518	exit
357	GLENMEDE TRUST CO NA	—	—	−12,124	exit
358	ATALANTA SOSNOFF CAPITAL, LLC	—	—	−50,000	exit
359	OLD NATIONAL BANCORP /IN/	—	—	−124,758	exit
360	HARBOUR INVESTMENTS, INC.	—	—	−1,261	exit
361	Brandywine Global Investment Management, LLC	—	—	−511,406	exit
362	JACOBS LEVY EQUITY MANAGEMENT, INC	—	—	−9,918	exit
363	COMERICA BANK	—	—	−174,664	exit
364	WELLINGTON MANAGEMENT GROUP LLP	—	—	−29,620	exit
365	SHELTON CAPITAL MANAGEMENT	—	—	−9,189	exit
366	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−133,359	exit
367	D. E. Shaw & Co., Inc.	—	—	−60,766	exit
368	ING GROEP NV	—	—	−69,900	exit
369	ARISTEIA CAPITAL, L.L.C.	—	—	−28,625	exit
370	SCHRODER INVESTMENT MANAGEMENT GROUP	—	—	−5,019,982	exit
371	PRUDENTIAL FINANCIAL INC	—	—	−2,465,206	exit
372	AVIVA PLC	—	—	−25,768	exit
373	BALYASNY ASSET MANAGEMENT L.P.	—	—	−2,498,006	exit
374	CIBC Private Wealth Group LLC	—	—	−1,838	exit
375	Weiss Asset Management LP	—	—	−295,350	exit
376	Orion Porfolio Solutions, LLC	—	—	−9,368	exit
377	GSA CAPITAL PARTNERS LLP	—	—	−17,670	exit
378	NORGES BANK	—	—	−3,855,764	exit
379	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−57,449	exit
380	WBI INVESTMENTS, LLC	—	—	−44,154	exit
381	MidWestOne Financial Group, Inc.	—	—	−13,651	exit
382	CIBC WORLD MARKET INC.	—	—	−9,800	exit
383	Lisanti Capital Growth, LLC	—	—	−141,090	exit
384	Baker Avenue Asset Management, LP	—	—	−11,730	exit
385	Legato Capital Management LLC	—	—	−38,630	exit
386	EXCHANGE TRADED CONCEPTS, LLC	—	—	−214,464	exit
387	TWO SIGMA ADVISERS, LP	—	—	−118,982	exit
388	FOX RUN MANAGEMENT, L.L.C.	—	—	−57,612	exit
389	Atria Investments, Inc	—	—	−12,042	exit
390	Leonteq Securities AG	—	—	−86	exit
391	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−38,984	exit
392	EP Wealth Advisors, LLC	—	—	−11,466	exit
393	Estate Counselors, LLC	—	—	−168,713	exit
394	Quantedge Capital Pte Ltd	—	—	−40,200	exit
395	Chicago Partners Investment Group LLC	—	—	−13,402	exit
396	Interval Partners, LP	—	—	−44,430	exit
397	Shellback Capital, LP	—	—	−357,000	exit
398	ARMISTICE CAPITAL, LLC	—	—	−44,866	exit
399	Merit Financial Group, LLC	—	—	−10,841	exit
400	Private Advisory Group LLC	—	—	−63,327	exit
401	Lavaca Capital LLC	—	—	−100	exit
402	CHOREO, LLC	—	—	−10,694	exit
403	Counterpoint Mutual Funds LLC	—	—	−23,041	exit
404	McIlrath & Eck, LLC	—	—	−485	exit
405	Mubadala Investment Co PJSC	—	—	−151,162	exit
406	Redwood Investment Management, LLC	—	—	−50,193	exit
407	ExodusPoint Capital Management, LP	—	—	−205,844	exit
408	Ceredex Value Advisors LLC	—	—	−1,034,950	exit
409	WORLDQUANT MILLENNIUM ADVISORS LLC	—	—	−264,692	exit
410	Global Retirement Partners, LLC	—	—	−964	exit
411	TWINBEECH CAPITAL LP	—	—	−204,200	exit
412	Y-Intercept (Hong Kong) Ltd	—	—	−15,669	exit
413	BWCP, LP	—	—	−233,283	exit
414	CERTUITY, LLC	—	—	−109,113	exit
415	SHP Wealth Management	—	—	−525	exit
416	Kestra Advisory Services, LLC	—	—	−7,242	exit
417	Interchange Capital Partners, LLC	—	—	−10,542	exit
418	Focus Partners Advisor Solutions, LLC	—	—	−18,668	exit
419	TUCKER ASSET MANAGEMENT LLC	—	—	−12	exit
420	AlphaQuest LLC	—	—	−4,329	exit
421	Allspring Global Investments Holdings, LLC	—	—	−202,091	exit
422	Wedmont Private Capital	—	—	−10,829	exit
423	JOURNEY STRATEGIC WEALTH LLC	—	—	−11,186	exit
424	SageView Advisory Group, LLC	—	—	−270	exit
425	Cape Investment Advisory, Inc.	—	—	−10	exit
426	Dunhill Financial, LLC	—	—	−4	exit
427	LECAP ASSET MANAGEMENT LTD	—	—	−33,112	exit
428	Delta Global Management LP	—	—	−108,338	exit
429	TD Waterhouse Canada Inc.	—	—	−30	exit
430	Rakuten Securities, Inc.	—	—	−70	exit
431	Fieldview Capital Management, LLC	—	—	−133,429	exit
432	Kera Capital Partners, Inc.	—	—	−12,291	exit
433	Aster Capital Management (DIFC) Ltd	—	—	−2,451	exit
434	VestGen Advisors, LLC	—	—	−234,152	exit
435	North Dakota State Investment Board	—	—	−9,547	exit
436	American Wealth Advisors, LLC	—	—	−185	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · M

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Berkshire Hathaway, Gotham Asset Management $79.7M held
Trimming: 1 Bridgewater Associates $4.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MACYS INC

Merged timeline of congressional filings and notable-manager moves on M
Date	Who	Change	Size
2026-05-15	Berkshire Hathaway 13F	new	+3,038,355 sh
2026-05-15	Gotham Asset Management 13F	add	+331,713 sh
2026-05-15	Bridgewater Associates 13F	trim	−468,532 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed M — the congressional view ↗