Macy's, Inc.
MX ˙ BMV ˙ US55616P1049
SecurityMX:M / Macy's, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership593,836 shares
Latest Disclosed Value $ 10,742,493
Principal Financial Group Inc reports 2.80% increase in ownership of M / Macy's, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 593,836 shares of Macy's, Inc. (MX:M) valued at $10,742,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 577,659 shares of Macy's, Inc.. This represents a change in shares of 2.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F MACYS COM 55616P104 593,836 16,177 2.80 10,742 -15.66 0.0057
2026-02-02 2025-12-31 13F MACYS COM 55616P104 577,659 -25,857 -4.28 12,737 17.71 0.0065
2025-11-04 2025-09-30 13F MACYS COM 55616P104 603,516 -28,062 -4.44 10,821 46.94 0.0055
2025-08-08 2025-06-30 13F MACYS COM 55616P104 631,578 -7,008 -1.10 7,364 -8.18 0.0039
2025-04-28 2025-03-31 13F MACYS COM 55616P104 638,586 2,858 0.45 8,021 -25.48 0.0045
2025-01-31 2024-12-31 13F MACYS COM 55616P104 635,728 -4,414 -0.69 10,763 7.16 0.0059
2024-10-31 2024-09-30 13F MACYS COM 55616P104 640,142 -276,047 -30.13 10,044 -42.91 0.0055
2024-07-29 2024-06-30 13F MACYS COM 55616P104 916,189 -115,511 -11.20 17,591 -14.71 0.0104
2024-04-29 2024-03-31 13F MACYS COM 55616P104 1,031,700 27,226 2.71 20,624 2.04 0.0121
2024-02-07 2023-12-31 13F MACYS COM 55616P104 1,004,474 -697 -0.07 20,210 73.18 0.0129
2023-11-02 2023-09-30 13F MACYS COM 55616P104 1,005,171 -17,267 -1.69 11,670 -28.88 0.0084
2023-08-07 2023-06-30 13F MACYS COM 55616P104 1,022,438 -50,413 -4.70 16,410 -12.55 0.0112
2023-05-09 2023-03-31 13F MACYS COM 55616P104 1,072,851 10,164 0.96 18,764 -14.49 0.0134
2023-02-09 2022-12-31 13F MACYS COM 55616P104 1,062,687 10,560 1.00 21,944 33.10 0.0165
2022-11-09 2022-09-30 13F MACYS COM 55616P104 1,052,127 -69,504 -6.20 16,487 -19.76 0.0131
2022-08-10 2022-06-30 13F MACYS COM 55616P104 1,121,631 109,024 10.77 20,548 -16.70 0.0152
2022-05-09 2022-03-31 13F MACYS COM 55616P104 1,012,607 -47,004 -4.44 24,667 -11.08 0.0098
2022-05-09 2022-03-31 13F MACYS COM 55616P104 988,615 24,083
2022-02-09 2021-12-31 13F MACYS COM 55616P104 1,059,611 -1,094,050 -50.80 27,740 -43.01 0.0166
2021-11-09 2021-09-30 13F MACYS COM 55616P104 2,153,661 -38,595 -1.76 48,673 17.10 0.0317
2021-08-10 2021-06-30 13F MACYS COM 55616P104 2,192,256 26,580 1.23 41,566 18.55 0.0269
2021-05-10 2021-03-31 13F MACYS COM 55616P104 2,165,676 11,167 0.52 35,062 44.66 0.0247
2021-02-23 2020-12-31 13F/A-1 MACYS COM 55616P104 2,154,509 -94,422 -4.20 24,238 89.08 0.0180
2021-02-08 2020-12-31 13F MACYS COM 55616P104 2,154,509 -94,422 24,238 9,535.6027
2020-11-06 2020-09-30 13F MACYS COM 55616P104 2,248,931 -114,697 -4.85 12,819 -21.17 0.0108
2020-08-05 2020-06-30 13F MACYS COM 55616P104 2,363,628 1,908,743 419.61 16,262 628.26 0.0144
2020-05-12 2020-03-31 13F MACYS COM 55616P104 454,885 31,391 7.41 2,233 -68.98 0.0025
2020-02-05 2019-12-31 13F MACYS COM 55616P104 423,494 -40,718 -8.77 7,199 -0.21 0.0060
2019-11-13 2019-09-30 13F MACYS COM 55616P104 464,212 6,145 1.34 7,214 -26.61 0.0064
2019-08-12 2019-06-30 13F MACYS COM 55616P104 458,067 -68,158 -12.95 9,830 -22.26 0.0088
2019-05-10 2019-03-31 13F MACYS COM 55616P104 526,225 -9,842 -1.84 12,645 -20.79 0.0118
2019-02-14 2018-12-31 13F MACYS COM 55616P104 536,067 -196,449 -26.82 15,964 -37.25 0.0170
2018-11-14 2018-09-30 13F MACYS COM 55616P104 732,516 22,855 3.22 25,440 -4.23 0.0224
2018-08-13 2018-06-30 13F MACYS COM 55616P104 709,661 180,694 34.16 26,563 68.86 0.0244
2018-05-14 2018-03-31 13F MACYS COM 55616P104 528,967 -372,680 -41.33 15,731 -30.74 0.0151
2018-02-12 2017-12-31 13F MACYS COM 55616P104 901,647 321,015 55.29 22,712 79.26 0.0209
2017-11-02 2017-09-30 13F MACYS COM 55616P104 580,632 -26,613 -4.38 12,670 -10.22 0.0123
2017-08-08 2017-06-30 13F MACYS COM 55616P104 607,245 -2,688 -0.44 14,112 -21.94 0.0141
2017-05-11 2017-03-31 13F MACYS COM 55616P104 609,933 -628,283 -50.74 18,078 -59.23 0.0218
2017-02-13 2016-12-31 13F MACYS COM 55616P104 1,238,216 94,395 8.25 44,340 4.63 0.0562
2016-11-10 2016-09-30 13F MACYS COM 55616P104 1,143,821 580,665 103.11 42,379 123.90 0.0560
2016-08-09 2016-06-30 13F MACYS COM 55616P104 563,156 -5,805 -1.02 18,928 -24.55 0.0264
2016-05-10 2016-03-31 13F MACYS COM 55616P104 568,961 18,567 3.37 25,086 30.30 0.0364
2016-02-09 2015-12-31 13F MACYS COM 55616P104 550,394 -531,359 -49.12 19,253 -65.32 0.0286
2015-11-12 2015-09-30 13F/A-1 MACYS COM 55616P104 1,081,753 -595,426 -35.50 55,516 -50.94 0.0872
2015-11-09 2015-09-30 13F MACYS COM 55616P104 1,081,753 55,516
2015-08-10 2015-06-30 13F MACYS COM 55616P104 1,677,179 -91,139 -5.15 113,158 -1.42 0.1688
2015-05-14 2015-03-31 13F/A-1 MACYS COM 55616P104 1,768,318 -36,171 -2.00 114,783 -3.26 0.1710
2015-05-12 2015-03-31 13F MACYS COM 55616P104 1,768,318 114,781
2015-02-12 2014-12-31 13F MACYS COM 55616P104 1,804,489 -153,199 -7.83 118,645 4.17 0.1843
2014-11-13 2014-09-30 13F MACYS COM 55616P104 1,957,688 358,150 22.39 113,898 22.73 0.1932
2014-08-12 2014-06-30 13F MACYS COM 55616P104 1,599,538 771,226 93.11 92,805 88.97 0.1561
2014-05-13 2014-03-31 13F MACYS COM 55616P104 828,312 332,210 66.96 49,111 85.38 0.0876
2014-02-12 2013-12-31 13F MACYS COM 55616P104 496,102 -71,721 -12.63 26,492 7.82 0.0494
2013-11-05 2013-09-30 13F MACYS COM 55616P104 567,823 -1,117,038 -66.30 24,570 -69.62 0.0507
2013-08-12 2013-06-30 13F MACYS COM 55616P104 1,684,861 1,684,861 80,873 0.1791
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.