Warren Buffett's Berkshire Hathaway significantly increased its investment in Macy's Inc. during the second quarter of 2026, buying an additional 4.31 million shares. According to a quarterly 13F filing that reveals holdings as of June 30, this trade boosted Berkshire's total stake by over 141% to 7.35 million shares, valued at $173 million.
This move deepens a position first disclosed in the first quarter of 2026, which marked Berkshire's first investment in a department store in decades. [7, 9] The investment firm's increased interest followed a strong first-quarter performance by Macy's, which reported its best comparable sales growth in four years. [7, 9] Investors should note that 13F filings are delayed, reflecting positions held weeks or months ago.