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, Q4 2021
Institutional positions in Brown Forman Corp as of Dec 31, 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
- 208
- +14 vs. Q3 2021
- Shares held
- 18.2M
- −2.19M (−10.7%) vs. Q3 2021
- Total value
- $1.24B
- −$44.4M (−3.5%) vs. Q3 2021
- New holders
- 32
- 50 more added
- Sold out
- 18
- 65 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $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 |
| JFS Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Schubert & Co | 4 | $0 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | +9+150.0% | Added |
| Widmann Financial Services, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| Clean Yield Group | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 61 | $4.00K | 0.00% | −3−4.7% | Reduced |
| Bell Investment Advisors, Inc | 58 | $4.00K | 0.00% | −13−18.3% | Reduced |
| Earnest Partners LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | +60 | New |
| FourThought Financial, LLC | 70 | $5.00K | 0.00% | −2,360−97.1% | Reduced |
| Massmutual Trust Co FSB | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 86 | $6.00K | 0.00% | −9−9.5% | Reduced |
| M&R Capital Management Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $7.00K | 0.00% | −75−42.9% | Reduced |
| Quent Capital, LLC | 122 | $8.00K | 0.00% | +122 | New |
| Bank of Montreal | 133 | $9.00K | 0.00% | +15+12.7% | Added |
| Retirement Group, LLC | 127 | $9.00K | 0.00% | +127 | New |
| FNY Investment Advisers, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 142 | $10.0K | 0.00% | +142 | New |
| National Bank of Canada | 177 | $12.0K | 0.00% | +177 | New |
| FMR LLC | 262 | $18.0K | 0.00% | −376−58.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 275 | $19.0K | 0.02% | +275 | New |
| Barrett Asset Management, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $20.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 313 | $21.0K | 0.00% | +313 | New |
| BDO Wealth Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $28.0K | 0.00% | −1,450−76.3% | Reduced |
| DekaBank Deutsche Girozentrale | 454 | $30.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 459 | $31.0K | 0.00% | −4,715−91.1% | Reduced |
| AlphaMark Advisors, LLC | 471 | $32.0K | 0.01% | +3+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $34.0K | 0.00% | +100+25.0% | Added |
| Gleason Group, Inc. | 511 | $35.0K | 0.01% | +11+2.2% | Added |
| Annapolis Financial Services, LLC | 540 | $37.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 604 | $40.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 590 | $40.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 719 | $44.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 676 | $46.0K | 0.00% | −24−3.4% | Reduced |
| Nomura Holdings Inc | 777 | $53.0K | 0.00% | +777 | New |
| Howe & Rusling Inc | 796 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 883 | $60.0K | 0.01% | +85+10.7% | Added |
| Trust Co of Vermont | 900 | $61.0K | 0.00% | +900 | New |
| Huntington National Bank | 1,064 | $72.0K | 0.00% | −624−37.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,090 | $74.0K | 0.00% | −648−37.3% | Reduced |
| Qube Research & Technologies Ltd | 1,184 | $80.0K | 0.00% | +1,184 | New |
| JPMorgan Chase & Co | 1,214 | $82.0K | 0.00% | −1,248−50.7% | Reduced |
| Gradient Investments LLC | 1,307 | $89.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,329 | $90.1K | 0.00% | −4,387−76.7% | Reduced |
| Fifth Third Bancorp | 1,433 | $97.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,500 | $102.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,550 | $105.0K | 0.00% | +1,550 | New |
| EverSource Wealth Advisors, LLC | 1,890 | $128.0K | 0.04% | +1,890 | New |
| Metropolitan Life Insurance Co | 1,959 | $132.8K | 0.00% | −11−0.6% | Reduced |
| Capital Analysts, LLC | 2,027 | $137.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,638 | $178.0K | 0.00% | −12,410−82.5% | Reduced |
| Citigroup Inc | 2,816 | $191.0K | 0.00% | −111−3.8% | Reduced |
| Sargent Bickham Lagudis LLC | 2,850 | $193.0K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,945 | $200.0K | 0.03% | −1,145−28.0% | Reduced |
| Permit Capital, LLC | 3,000 | $203.0K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,001 | $203.0K | 0.10% | +3,001 | New |
| Credit Suisse AG | 3,020 | $205.0K | 0.00% | −280−8.5% | Reduced |
| Ameriprise Financial Inc | 3,101 | $210.0K | 0.00% | −128−4.0% | Reduced |
| United Capital Financial Advisers, LLC | 3,126 | $212.0K | 0.00% | +3,126 | New |
| Northeast Investment Management | 3,232 | $219.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $228.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $228.0K | 0.00% | +3,362 | New |
| Latitude Advisors, LLC | 3,597 | $244.0K | 0.07% | +3,597 | New |
| Wade G W & Inc | 3,664 | $248.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,671 | $248.0K | 0.00% | +3,671 | New |
| Advisor Group Holdings, Inc. | 3,680 | $249.0K | 0.00% | −4,927−57.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $250.0K | 0.00% | +1,900+105.8% | Added |
| Maryland State Retirement & Pension System | 3,744 | $254.0K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,775 | $256.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,900 | $264.0K | 0.00% | +3,900 | New |
| Graypoint LLC | 3,950 | $268.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,050 | $274.0K | 0.01% | +4,050 | New |
| Gladstone Institutional Advisory LLC | 4,050 | $275.0K | 0.02% | −897−18.1% | Reduced |
| Principal Financial Group Inc | 4,093 | $277.0K | 0.00% | −121−2.9% | Reduced |
| Boit C F David | 4,160 | $282.0K | 0.18% | 00.0% | Unchanged |
| Lincoln National Corp | 4,183 | $284.0K | 0.01% | +48+1.2% | Added |
| Kestra Advisory Services, LLC | 4,213 | $286.0K | 0.00% | −344−7.5% | Reduced |
| Amalgamated Bank | 4,393 | $298.0K | 0.00% | +656+17.6% | Added |
| UBS Asset Management Americas Inc | 4,672 | $316.7K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,710 | $318.0K | 0.00% | −600−11.3% | Reduced |
| Tudor Investment Corp Et Al | 4,721 | $320.0K | 0.01% | −4,114−46.6% | Reduced |
| Brinker Capital Investments, LLC | 4,732 | $321.0K | 0.00% | +5+0.1% | Added |
| CAPROCK Group, Inc. | 4,829 | $327.0K | 0.03% | +10.0% | Added |
| Engineers Gate Manager LP | 4,824 | $327.0K | 0.01% | +4,824 | New |
| Ethic Inc. | 4,979 | $338.0K | 0.03% | −363−6.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,039 | $342.0K | 0.00% | +5,039 | New |
| Mercer Global Advisors Inc | 5,062 | $343.0K | 0.00% | −21−0.4% | Reduced |
| StrategIQ Financial Group, LLC | 5,118 | $347.0K | 0.03% | +5,118 | New |