Follow-The-Filings

Security

MAC

Macerich Co. · COM

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

10 owners max 1.1% (Murphy Pohlad - Murphy Po...)

grid → activity →
owners 10
max % 1.1%
tracked value $994M
qoq A 4 R 5

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. Murphy Pohlad 1.1%
  2. Ron Baron 0.2%
  3. Ken Fisher 0.02%
  4. Vanguard Group 0.01%
  5. Norges Bank 0.01%
  6. Ken Griffin 0.01%
  7. Israel Englander 0.01%

holders

sorted by % of portfolio · long equity only

history
Murphy Pohlad - Murphy Pohlad Asset Management LLC 2026 Q2 stale 1.1% Reduce −0.6% 129,560 $3M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Add +24.3% 4,084,693 $77M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.02% Reduce −6.5% 2,706,935 $51M hist
Vanguard Group Inc. 2025 Q4 stale 0.01% Reduce −0.1% 38,576,064 $712M hist
Norges Bank 2025 Q4 stale 0.01% Add +14.0% 3,625,338 $67M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.01% Reduce −41.1% 2,604,585 $49M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.01% Reduce −5.3% 1,577,926 $30M hist
Natixis Advisors, LLC 2026 Q1 0% Add +2.4% 95,540 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0% Add +33.2% 86,230 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0% — 22,574 $427 hist

10 current · 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 $884.07M $918.2M $1.01B
Gross profit — — —
Gross margin — — —
Net income -$274.06M -$194.12M -$197.15M
Net margin * -31.0% -21.1% -19.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $7.51B $8.57B $8.37B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $2.45B $2.76B $2.45B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $295.5M $283.44M $321.6M
Cash from investing $52.54M $19.79M -$325.34M
Cash from financing -$338.89M -$316.05M $199.22M
Net change in cash $9.16M -$12.82M $195.48M

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