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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 6,000 | $407.0K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,810 | $394.0K | 0.00% | −1,764−23.3% | Reduced |
| J.W. Cole Advisors, Inc. | 5,707 | $387.0K | 0.03% | +5,707 | New |
| State of Wisconsin Investment Board | 5,538 | $375.0K | 0.00% | −172−3.0% | Reduced |
| JustInvest LLC | 5,533 | $375.0K | 0.02% | +5,533 | New |
| Community Trust & Investment Co | 5,500 | $373.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,493 | $372.0K | 0.00% | +5,493 | New |
| M&T Bank Corp | 5,469 | $370.0K | 0.00% | +20.0% | Added |
| StrategIQ Financial Group, LLC | 5,118 | $347.0K | 0.03% | +5,118 | New |
| Mercer Global Advisors Inc | 5,062 | $343.0K | 0.00% | −21−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,039 | $342.0K | 0.00% | +5,039 | New |
| Ethic Inc. | 4,979 | $338.0K | 0.03% | −363−6.8% | Reduced |
| 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 |
| Brinker Capital Investments, LLC | 4,732 | $321.0K | 0.00% | +5+0.1% | Added |
| Tudor Investment Corp Et Al | 4,721 | $320.0K | 0.01% | −4,114−46.6% | Reduced |
| Glenmede Trust Co NA | 4,710 | $318.0K | 0.00% | −600−11.3% | Reduced |
| UBS Asset Management Americas Inc | 4,672 | $316.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,393 | $298.0K | 0.00% | +656+17.6% | Added |
| Kestra Advisory Services, LLC | 4,213 | $286.0K | 0.00% | −344−7.5% | Reduced |
| Lincoln National Corp | 4,183 | $284.0K | 0.01% | +48+1.2% | Added |
| Boit C F David | 4,160 | $282.0K | 0.18% | 00.0% | Unchanged |
| Principal Financial Group Inc | 4,093 | $277.0K | 0.00% | −121−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,050 | $275.0K | 0.02% | −897−18.1% | Reduced |
| Lido Advisors, LLC | 4,050 | $274.0K | 0.01% | +4,050 | New |
| Graypoint LLC | 3,950 | $268.0K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,900 | $264.0K | 0.00% | +3,900 | New |
| Wesbanco Bank Inc | 3,775 | $256.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $254.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $250.0K | 0.00% | +1,900+105.8% | Added |
| Advisor Group Holdings, Inc. | 3,680 | $249.0K | 0.00% | −4,927−57.2% | Reduced |
| 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 |
| Latitude Advisors, LLC | 3,597 | $244.0K | 0.07% | +3,597 | New |
| Ritholtz Wealth Management | 3,366 | $228.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $228.0K | 0.00% | +3,362 | New |
| Northeast Investment Management | 3,232 | $219.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,126 | $212.0K | 0.00% | +3,126 | New |
| Ameriprise Financial Inc | 3,101 | $210.0K | 0.00% | −128−4.0% | Reduced |
| Credit Suisse AG | 3,020 | $205.0K | 0.00% | −280−8.5% | 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 |
| Circle Wealth Management, LLC | 2,945 | $200.0K | 0.03% | −1,145−28.0% | Reduced |
| Sargent Bickham Lagudis LLC | 2,850 | $193.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,816 | $191.0K | 0.00% | −111−3.8% | Reduced |
| Franklin Resources Inc | 2,638 | $178.0K | 0.00% | −12,410−82.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,027 | $137.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,959 | $132.8K | 0.00% | −11−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,890 | $128.0K | 0.04% | +1,890 | New |
| SG Americas Securities, LLC | 1,550 | $105.0K | 0.00% | +1,550 | New |
| Bedel Financial Consulting, Inc. | 1,500 | $102.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,433 | $97.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,329 | $90.1K | 0.00% | −4,387−76.7% | Reduced |
| Gradient Investments LLC | 1,307 | $89.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,214 | $82.0K | 0.00% | −1,248−50.7% | Reduced |
| Qube Research & Technologies Ltd | 1,184 | $80.0K | 0.00% | +1,184 | New |
| Tower Research Capital LLC (TRC) | 1,090 | $74.0K | 0.00% | −648−37.3% | Reduced |
| Huntington National Bank | 1,064 | $72.0K | 0.00% | −624−37.0% | Reduced |
| Trust Co of Vermont | 900 | $61.0K | 0.00% | +900 | New |
| Ellevest, Inc. | 883 | $60.0K | 0.01% | +85+10.7% | Added |
| Howe & Rusling Inc | 796 | $54.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 777 | $53.0K | 0.00% | +777 | New |
| American International Group, Inc. | 676 | $46.0K | 0.00% | −24−3.4% | Reduced |
| Amundi | 719 | $44.0K | 0.00% | 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 |
| Annapolis Financial Services, LLC | 540 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 511 | $35.0K | 0.01% | +11+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $34.0K | 0.00% | +100+25.0% | Added |
| AlphaMark Advisors, LLC | 471 | $32.0K | 0.01% | +3+0.6% | Added |
| Deutsche Bank AG | 459 | $31.0K | 0.00% | −4,715−91.1% | Reduced |
| DekaBank Deutsche Girozentrale | 454 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $28.0K | 0.00% | −1,450−76.3% | Reduced |
| BDO Wealth Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 313 | $21.0K | 0.00% | +313 | New |
| Caldwell Trust Co | 305 | $20.7K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $19.0K | 0.02% | +275 | New |
| FMR LLC | 262 | $18.0K | 0.00% | −376−58.9% | Reduced |
| National Bank of Canada | 177 | $12.0K | 0.00% | +177 | New |
| FNY Investment Advisers, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 142 | $10.0K | 0.00% | +142 | New |
| Bank of Montreal | 133 | $9.00K | 0.00% | +15+12.7% | Added |
| Retirement Group, LLC | 127 | $9.00K | 0.00% | +127 | New |
| Quent Capital, LLC | 122 | $8.00K | 0.00% | +122 | New |
| Independence Bank of Kentucky | 100 | $7.00K | 0.00% | −75−42.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Clean Yield Group | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| Raffa Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | +9+150.0% | Added |