Brown Forman Corp
BF.A- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000014693
No open-market purchases or sales by Brown Forman Corp insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $522.7M in total; 3 superinvestors hold it, including Lindsell Train and Gardner Russo & Quinn.
Other share classesBF.B
13F holders, Q3 2021
Institutional positions in Brown Forman Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 195
- 0 vs. Q2 2021
- Shares held
- 20.4M
- −203.2K (−1.0%) vs. Q2 2021
- Total value
- $1.28B
- −$174.1M (−12.0%) vs. Q2 2021
- New holders
- 15
- 42 more added
- Sold out
- 15
- 57 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BF.A on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $522.7M |
| Q1 2026 | 209 | $492.2M |
| Q4 2025 | 205 | $474.6M |
| Q3 2025 | 203 | $493.8M |
| Q2 2025 | 196 | $494.2M |
| Q1 2025 | 207 | $632.3M |
| Q4 2024 | 206 | $670.8M |
| Q3 2024 | 204 | $859.9M |
| Q2 2024 | 188 | $786.6M |
| Q1 2024 | 189 | $944.9M |
| Q4 2023 | 192 | $1.07B |
| Q3 2023 | 185 | $1.04B |
| Q2 2023 | 197 | $1.21B |
| Q1 2023 | 199 | $1.06B |
| Q4 2022 | 216 | $1.10B |
| Q3 2022 | 212 | $1.14B |
| Q2 2022 | 216 | $1.09B |
| Q1 2022 | 213 | $976.4M |
| Q4 2021 | 208 | $1.24B |
| Q3 2021 | 195 | $1.28B |
| Q2 2021 | 197 | $1.45B |
| Q1 2021 | 193 | $1.33B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 6 | $0 | 0.00% | −44−88.0% | Reduced |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | −3−33.3% | Reduced |
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5 | $0 | 0.00% | +5 | New |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Earnest Partners LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 64 | $4.00K | 0.00% | +58+966.7% | Added |
| Bell Investment Advisors, Inc | 71 | $4.00K | 0.00% | +71 | New |
| Heritage Wealth Advisors | 67 | $4.20K | 0.00% | +67 | New |
| M&R Capital Management Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 95 | $6.00K | 0.00% | −2−2.1% | Reduced |
| Vectors Research Management, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Bank of Montreal | 118 | $8.00K | 0.00% | −28−19.2% | Reduced |
| FNY Investment Advisers, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 239 | $15.0K | 0.00% | +3+1.3% | Added |
| Tfo-TDC, LLC | 253 | $16.0K | 0.00% | +253 | New |
| Barrett Asset Management, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $19.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 373 | $23.0K | 0.00% | +74+24.7% | Added |
| Northwestern Mutual Wealth Management Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 454 | $28.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $29.0K | 0.01% | +1+0.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 476 | $29.0K | 0.00% | +476 | New |
| Gleason Group, Inc. | 500 | $31.0K | 0.01% | +1+0.2% | Added |
| Arkadios Wealth Advisors | 516 | $32.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 540 | $34.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 590 | $37.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 604 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 635 | $40.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 638 | $40.0K | 0.00% | +377+144.4% | Added |
| American International Group, Inc. | 700 | $44.0K | 0.00% | −64−8.4% | Reduced |
| Amundi | 719 | $45.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 796 | $50.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 798 | $50.0K | 0.00% | +305+61.9% | Added |
| Gradient Investments LLC | 1,307 | $82.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,433 | $90.0K | 0.00% | −112−7.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,500 | $94.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,500 | $94.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,688 | $106.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,707 | $107.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,738 | $109.0K | 0.00% | +515+42.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,795 | $112.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,900 | $119.0K | 0.00% | −235−11.0% | Reduced |
| Metropolitan Life Insurance Co | 1,970 | $123.5K | 0.00% | −68−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 2,004 | $126.0K | 0.00% | +197+10.9% | Added |
| Capital Analysts, LLC | 2,027 | $127.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,430 | $152.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,462 | $154.0K | 0.00% | −4,887−66.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,526 | $158.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,622 | $164.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,850 | $179.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,927 | $183.0K | 0.00% | −1,948−40.0% | Reduced |
| Permit Capital, LLC | 3,000 | $188.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,212 | $201.0K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 3,200 | $201.0K | 0.00% | +3,200 | New |
| Northeast Investment Management | 3,232 | $203.0K | 0.01% | −50−1.5% | Reduced |
| Ameriprise Financial Inc | 3,229 | $203.0K | 0.00% | −35−1.1% | Reduced |
| Credit Suisse AG | 3,300 | $207.0K | 0.00% | −16−0.5% | Reduced |
| Ritholtz Wealth Management | 3,366 | $211.0K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 3,664 | $230.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 3,737 | $234.0K | 0.00% | −441−10.6% | Reduced |
| Wesbanco Bank Inc | 3,775 | $237.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $237.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 3,950 | $248.0K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,090 | $256.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 4,135 | $260.0K | 0.01% | +6+0.1% | Added |
| Millennium Management LLC | 4,158 | $261.0K | 0.00% | −1,251−23.1% | Reduced |
| Principal Financial Group Inc | 4,214 | $264.0K | 0.00% | −106−2.5% | Reduced |
| Boit C F David | 4,160 | $264.0K | 0.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,319 | $271.0K | 0.00% | +4,319 | New |
| Kestra Advisory Services, LLC | 4,557 | $286.0K | 0.00% | +357+8.5% | Added |
| UBS Asset Management Americas Inc | 4,672 | $292.8K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,692 | $294.0K | 0.00% | −1,025−17.9% | Reduced |
| CAPROCK Group, Inc. | 4,828 | $304.0K | 0.03% | −273−5.4% | Reduced |
| Gladstone Institutional Advisory LLC | 4,947 | $310.0K | 0.03% | −11,485−69.9% | Reduced |
| Mercer Global Advisors Inc | 5,083 | $319.0K | 0.00% | +3+0.1% | Added |
| Deutsche Bank AG | 5,174 | $325.0K | 0.00% | −284−5.2% | Reduced |
| Glenmede Trust Co NA | 5,310 | $332.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,727 | $333.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,342 | $335.0K | 0.03% | +936+21.2% | Added |
| M&T Bank Corp | 5,467 | $343.0K | 0.00% | −725−11.7% | Reduced |
| Community Trust & Investment Co | 5,500 | $345.0K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,710 | $358.0K | 0.00% | +274+5.0% | Added |
| Great West Life Assurance Co | 5,676 | $358.0K | 0.00% | +5,347+1,625.2% | Added |
| BNP Paribas Arbitrage, SA | 5,716 | $358.2K | 0.00% | +2,193+62.2% | Added |
| Janney Montgomery Scott LLC | 5,862 | $367.0K | 0.00% | −144−2.4% | Reduced |
| Altfest L J & Co Inc | 6,000 | $376.0K | 0.08% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,082 | $381.1K | 0.11% | +1,769+41.0% | Added |
| Pathstone Family Office, LLC | 6,397 | $401.0K | 0.01% | +17+0.3% | Added |
| Royal Bank of Canada | 6,586 | $412.0K | 0.00% | +459+7.5% | Added |