Guru Ownership Trend
Guru Analysis for Macy's, Inc. (M)
Macy's, Inc. (M), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $407.11 M.
Top institutional holders include Warren Buffett and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $107.25 M net inflow during the quarter.
Recent activity highlights Warren Buffett who increased their stake by 141.8%. Conversely, Paul Tudor Jones reduced exposure by 79.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Macy's, Inc. (M)
Major holders include Warren Buffett ($173.03 M), Cliff Asness ($96.06 M), Joel Greenblatt ($63.59 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 16.73 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $107.25 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited M. The total reported sell value was $37.43 M.
Yes, 1 managers opened new positions in M, and 6 increased their existing holdings. The total reported buy value was $144.68 M.
