As of the latest SEC filings, Macy's, Inc. (M) is held by 421 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $203,600,386.10 in market value, representing 0.87% of its portfolio.
Funds holding Macy's, Inc. (M)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- M
- CIK:
- 0000794367
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.87% | $203,600,386.10 | 10,293,245 | Feb 28, 2026 | Apr 29, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $159,247,536.30 | 8,803,070 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $143,677,220.04 | 7,942,356 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $105,363,450.27 | 5,824,403 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.38% | $71,368,174.30 | 3,650,546 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.11% | $67,091,775.93 | 3,708,777 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $53,698,374.09 | 2,968,401 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.30% | $46,846,101.00 | 2,396,220 | Apr 30, 2026 | Jun 24, 2026 |
|
HFMDX
Hennessy Cornerstone Mid Cap 30 Fund
|
MF | Independent / Boutique | 3.22% | $41,479,235.00 | 2,121,700 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.27% | $37,461,397.20 | 1,916,184 | Apr 30, 2026 | Jun 29, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.15% | $36,252,161.01 | 2,003,989 | Mar 31, 2026 | Jun 1, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 1.04% | $35,826,352.50 | 1,832,550 | Apr 30, 2026 | Jun 29, 2026 |
|
RDIV
Invesco S&P Ultra Dividend Revenue ETF
|
ETF | Invesco | 3.27% | $31,470,553.62 | 1,591,029 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $27,978,216.60 | 1,414,470 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.36% | $27,187,383.45 | 1,390,659 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.12% | $25,821,425.18 | 1,305,431 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.31% | $24,432,842.43 | 1,350,627 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.15% | $23,519,460.24 | 1,300,136 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $22,034,863.65 | 1,127,103 | Apr 30, 2026 | Jun 24, 2026 |
|
BBGLX
Bridge Builder Large Cap Growth Fund
|
MF | Independent / Boutique | 0.08% | $21,774,100.86 | 1,203,654 | Mar 31, 2026 | May 22, 2026 |
|
FNDX
Schwab Fundamental U.S. Large Company ETF
|
ETF | Charles Schwab | 0.09% | $21,366,237.32 | 1,080,194 | Feb 28, 2026 | Apr 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.02% | $20,561,673.40 | 1,051,748 | Apr 30, 2026 | Jun 26, 2026 |
|
RYSEX
Royce Small-Cap Special Equity Fund
|
MF | Independent / Boutique | 4.71% | $20,170,350.00 | 1,115,000 | Mar 31, 2026 | May 21, 2026 |
|
FGINX
Nomura Growth and Income Fund
|
MF | Independent / Boutique | 1.09% | $19,617,447.24 | 1,084,436 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.04% | $19,339,348.75 | 989,225 | Apr 30, 2026 | Jun 26, 2026 |
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