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 2022
Institutional positions in Brown Forman Corp as of Sep 30, 2022. 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
- 212
- −4 vs. Q2 2022
- Shares held
- 16.9M
- +1.02M (+6.4%) vs. Q2 2022
- Total value
- $1.14B
- +$52.4M (+4.8%) vs. Q2 2022
- New holders
- 15
- 65 more added
- Sold out
- 19
- 57 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 22 | $1.00K | 0.00% | −45−67.2% | Reduced |
| Schubert & Co | 13 | $1.00K | 0.00% | +2+18.2% | Added |
| TCI Wealth Advisors, Inc. | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Disciplined Investments, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 43 | $3.00K | 0.00% | −2,977−98.6% | Reduced |
| Clean Yield Group | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $3.00K | 0.00% | +4+12.1% | Added |
| Ci Investments Inc. | 48 | $3.00K | 0.00% | +43+860.0% | Added |
| Earnest Partners LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 57 | $4.00K | 0.00% | +16+39.0% | Added |
| Massmutual Trust Co FSB | 81 | $5.00K | 0.00% | +8+11.0% | Added |
| FourThought Financial, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $5.00K | 0.00% | +79 | New |
| Meeder Asset Management Inc | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $10.0K | 0.00% | +150 | New |
| National Bank of Canada | 197 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 199 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 206 | $14.0K | 0.00% | +6+3.0% | Added |
| Bell Investment Advisors, Inc | 207 | $14.0K | 0.00% | +63+43.8% | Added |
| Tilia Fiduciary Partners, Inc. | 275 | $18.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $20.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 312 | $21.0K | 0.00% | +312 | New |
| Natixis | 373 | $25.0K | 0.00% | +373 | New |
| Northwestern Mutual Wealth Management Co | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 619 | $33.0K | 0.00% | +2+0.3% | Added |
| AlphaMark Advisors, LLC | 514 | $35.0K | 0.02% | +2+0.4% | Added |
| Gleason Group, Inc. | 514 | $35.0K | 0.01% | +2+0.4% | Added |
| Annapolis Financial Services, LLC | 540 | $36.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 546 | $37.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 590 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 620 | $42.0K | 0.00% | −186−23.1% | Reduced |
| American International Group, Inc. | 616 | $42.0K | 0.00% | +2+0.3% | Added |
| Proequities, Inc. | 615 | $42.0K | 0.00% | +290+89.2% | Added |
| Transamerica Financial Advisors, Inc. | 708 | $48.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 706 | $48.0K | 0.00% | +214+43.5% | Added |
| DekaBank Deutsche Girozentrale | 803 | $54.0K | 0.00% | +349+76.9% | Added |
| Trust Co of Vermont | 900 | $61.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,064 | $72.0K | 0.06% | −658−38.2% | Reduced |
| Huntington National Bank | 1,064 | $72.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,150 | $78.0K | 0.02% | +1,150 | New |
| Bank of Montreal | 1,120 | $81.0K | 0.00% | +938+515.4% | Added |
| Globeflex Capital L P | 1,268 | $86.0K | 0.01% | +1,268 | New |
| Gradient Investments LLC | 1,307 | $88.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,580 | $103.9K | 0.07% | +1,580 | New |
| Royal Bank of Canada | 1,619 | $109.0K | 0.00% | −15−0.9% | Reduced |
| Ellevest, Inc. | 1,760 | $119.0K | 0.01% | +1,118+174.1% | Added |
| Acadian Asset Management LLC | 1,780 | $120.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,027 | $137.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 2,044 | $138.1K | 0.00% | −8−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,056 | $139.0K | 0.00% | −4,739−69.7% | Reduced |
| JPMorgan Chase & Co | 2,105 | $142.0K | 0.00% | +292+16.1% | Added |
| Balentine LLC | 2,339 | $158.0K | 0.01% | +1,102+89.1% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,562 | $173.0K | 0.00% | +900+54.2% | Added |
| Barclays PLC | 2,632 | $178.0K | 0.00% | −10,001−79.2% | Reduced |
| Deutsche Bank AG | 2,674 | $180.0K | 0.00% | −7,678−74.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,719 | $184.0K | 0.04% | +829+43.9% | Added |
| Sargent Bickham Lagudis LLC | 2,750 | $186.0K | 0.02% | −100−3.5% | Reduced |
| Permit Capital, LLC | 2,880 | $195.0K | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,000 | $203.0K | 0.01% | −675−18.4% | Reduced |
| Sculati Wealth Management, LLC | 3,080 | $208.0K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,100 | $209.0K | 0.00% | +3,100 | New |
| United Capital Financial Advisers, LLC | 3,131 | $212.0K | 0.00% | −5−0.2% | Reduced |
| Franklin Resources Inc | 3,199 | $216.0K | 0.00% | +572+21.8% | Added |
| Northeast Investment Management | 3,232 | $218.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,212 | $218.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $227.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $227.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,598 | $243.0K | 0.01% | −82−2.2% | Reduced |
| Xponance, Inc. | 3,597 | $243.0K | 0.00% | +79+2.2% | Added |
| Ameriprise Financial Inc | 3,632 | $246.0K | 0.00% | +467+14.8% | Added |
| Wade G W & Inc | 3,664 | $248.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $250.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $253.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,050 | $273.0K | 0.01% | −27−0.7% | Reduced |
| Graypoint LLC | 4,099 | $277.0K | 0.04% | +25+0.6% | Added |
| Occudo Quantitative Strategies LP | 4,099 | $277.0K | 0.02% | +993+32.0% | Added |
| Boit C F David | 4,160 | $281.0K | 0.23% | +4,160 | New |
| J.W. Cole Advisors, Inc. | 4,207 | $284.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,374 | $296.0K | 0.00% | +4,374 | New |
| Citigroup Inc | 4,465 | $302.0K | 0.00% | +1,707+61.9% | Added |
| American Century Companies Inc | 4,554 | $308.0K | 0.00% | +4,554 | New |
| AE Wealth Management LLC | 4,649 | $314.0K | 0.00% | −49−1.0% | Reduced |
| Summit Trail Advisors, LLC | 4,631 | $314.0K | 0.02% | +25+0.5% | Added |
| Glenmede Trust Co NA | 4,710 | $317.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,732 | $320.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,793 | $325.0K | 0.03% | −700−12.7% | Reduced |