Follow-The-Filings

Security

M

Macys Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 2 exits max 21.3% (Barington Companies Manag...)

grid → activity →
owners 14
max % 21.3%
tracked value $910M
qoq N 1 A 5 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Barington Companies Management, LLC 2026 Q1 21.3% Add +2.49 pp 1,450,000 $26M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 1,368,183 $25M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 4,967,932 $90M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.0% New 0.0% 3,038,355 $55M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.04 pp 251,928 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 25,855,518 $570M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 3,855,764 $85M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,061,507 $19M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 1,624,209 $29M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 127,222 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 127,164 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 29,388 $532 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.06 pp 27,866 $504 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 400 $7 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 2,498,006 $55M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 60,766 $1M hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.44B $23.09B $22.29B
Gross profit * $9.14B $8.87B $8.55B
Gross margin * 37.4% 38.4% 38.4%
Net income $1.18B $45M $582M
Net margin * 4.8% 0.2% 2.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.85B $6.09B $6.48B
Total non-current assets * $11.01B $10.16B $9.92B
Total assets $16.87B $16.25B $16.4B
Total current liabilities $4.86B $4.53B $4.52B
Total non-current liabilities — — —
Total equity $4.08B $4.04B $4.55B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.62B $1.3B $1.28B
Cash from investing -$1.17B -$913M -$592M
Cash from financing -$1.3B -$220M -$413M
Net change in cash * -$850M $172M $273M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders