Who holds ticker 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 · common stock · Q1 2026 · 12 members disclosed M ↗

13F filers reporting this class for the quarter ended 2026-03-31: 353
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $3.7B
holders whose share count rose or who opened the position (new + add), by shares: 171
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 74

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of M ranked by reported value, 1–25 of 436 holders
#	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

Show all 436 holders

13F holders of M ranked by reported value, 26–436 of 436 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	VANGUARD GROUP INC	—	—	—	n/c
355	Brandywine Global Investment Management, LLC	—	—	—	n/c
356	COMERICA BANK	—	—	—	n/c
357	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
358	CIBC Private Wealth Group LLC	—	—	—	n/c
359	MidWestOne Financial Group, Inc.	—	—	—	n/c
360	Global Retirement Partners, LLC	—	—	—	n/c
361	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
362	SageView Advisory Group, LLC	—	—	—	n/c
363	BANK OF NOVA SCOTIA	—	—	−415,510	EXIT
364	Jefferies Financial Group Inc.	—	—	−14,632	EXIT
365	GLENMEDE TRUST CO NA	—	—	−12,124	EXIT
366	ATALANTA SOSNOFF CAPITAL, LLC	—	—	−50,000	EXIT
367	OLD NATIONAL BANCORP /IN/	—	—	−124,758	EXIT
368	HARBOUR INVESTMENTS, INC.	—	—	−1,261	EXIT
369	JACOBS LEVY EQUITY MANAGEMENT, INC	—	—	−9,918	EXIT
370	WELLINGTON MANAGEMENT GROUP LLP	—	—	−29,620	EXIT
371	SHELTON CAPITAL MANAGEMENT	—	—	−9,189	EXIT
372	D. E. Shaw & Co., Inc.	—	—	−60,766	EXIT
373	ING GROEP NV	—	—	−69,900	EXIT
374	ARISTEIA CAPITAL, L.L.C.	—	—	−28,625	EXIT
375	SCHRODER INVESTMENT MANAGEMENT GROUP	—	—	−5,019,982	EXIT
376	PRUDENTIAL FINANCIAL INC	—	—	−2,465,206	EXIT
377	AVIVA PLC	—	—	−25,768	EXIT
378	BALYASNY ASSET MANAGEMENT L.P.	—	—	−2,498,006	EXIT
379	Weiss Asset Management LP	—	—	−295,350	EXIT
380	Orion Porfolio Solutions, LLC	—	—	−9,368	EXIT
381	GSA CAPITAL PARTNERS LLP	—	—	−17,670	EXIT
382	NORGES BANK	—	—	−3,855,764	EXIT
383	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−57,449	EXIT
384	WBI INVESTMENTS, LLC	—	—	−44,154	EXIT
385	CIBC WORLD MARKET INC.	—	—	−9,800	EXIT
386	Lisanti Capital Growth, LLC	—	—	−141,090	EXIT
387	Baker Avenue Asset Management, LP	—	—	−11,730	EXIT
388	Legato Capital Management LLC	—	—	−38,630	EXIT
389	EXCHANGE TRADED CONCEPTS, LLC	—	—	−214,464	EXIT
390	TWO SIGMA ADVISERS, LP	—	—	−118,982	EXIT
391	FOX RUN MANAGEMENT, L.L.C.	—	—	−57,612	EXIT
392	Atria Investments, Inc	—	—	−12,042	EXIT
393	Leonteq Securities AG	—	—	−86	EXIT
394	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	—	—	−38,984	EXIT
395	EP Wealth Advisors, LLC	—	—	−11,466	EXIT
396	Estate Counselors, LLC	—	—	−168,713	EXIT
397	Quantedge Capital Pte Ltd	—	—	−40,200	EXIT
398	Chicago Partners Investment Group LLC	—	—	−13,402	EXIT
399	Interval Partners, LP	—	—	−44,430	EXIT
400	Shellback Capital, LP	—	—	−357,000	EXIT
401	ARMISTICE CAPITAL, LLC	—	—	−44,866	EXIT
402	Merit Financial Group, LLC	—	—	−10,841	EXIT
403	Private Advisory Group LLC	—	—	−63,327	EXIT
404	Lavaca Capital LLC	—	—	−100	EXIT
405	CHOREO, LLC	—	—	−10,694	EXIT
406	Counterpoint Mutual Funds LLC	—	—	−23,041	EXIT
407	McIlrath & Eck, LLC	—	—	−485	EXIT
408	Mubadala Investment Co PJSC	—	—	−151,162	EXIT
409	Redwood Investment Management, LLC	—	—	−50,193	EXIT
410	ExodusPoint Capital Management, LP	—	—	−205,844	EXIT
411	Ceredex Value Advisors LLC	—	—	−1,034,950	EXIT
412	WORLDQUANT MILLENNIUM ADVISORS LLC	—	—	−264,692	EXIT
413	TWINBEECH CAPITAL LP	—	—	−204,200	EXIT
414	Y-Intercept (Hong Kong) Ltd	—	—	−15,669	EXIT
415	BWCP, LP	—	—	−233,283	EXIT
416	CERTUITY, LLC	—	—	−109,113	EXIT
417	SHP Wealth Management	—	—	−525	EXIT
418	Kestra Advisory Services, LLC	—	—	−7,242	EXIT
419	Interchange Capital Partners, LLC	—	—	−10,542	EXIT
420	Focus Partners Advisor Solutions, LLC	—	—	−18,668	EXIT
421	AlphaQuest LLC	—	—	−4,329	EXIT
422	Allspring Global Investments Holdings, LLC	—	—	−202,091	EXIT
423	Wedmont Private Capital	—	—	−10,829	EXIT
424	JOURNEY STRATEGIC WEALTH LLC	—	—	−11,186	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

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

Congress ↔ notable managers · M

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.