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 2022
Institutional positions in Brown Forman Corp as of Dec 31, 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
- 216
- +7 vs. Q3 2022
- Shares held
- 16.7M
- −142.1K (−0.8%) vs. Q3 2022
- Total value
- $1.10B
- −$38.7M (−3.4%) vs. Q3 2022
- New holders
- 19
- 62 more added
- Sold out
- 12
- 62 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4 | $263 | 0.00% | −18−81.8% | Reduced |
| SJS Investment Consulting Inc. | 4 | $263 | 0.00% | +1+33.3% | Added |
| CVA Family Office, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $329 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $395 | 0.00% | −2−25.0% | Reduced |
| Blair William & Co | 6 | $395 | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 8 | $526 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $789 | 0.00% | −1−7.7% | Reduced |
| GWM Advisors LLC | 21 | $1.37K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $2.66K | 0.00% | +3+8.1% | Added |
| Crewe Advisors LLC | 41 | $2.70K | 0.00% | −16−28.1% | Reduced |
| Clean Yield Group | 45 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.96K | 0.00% | +16+55.2% | Added |
| First Manhattan Co | 54 | $3.55K | 0.00% | +54 | New |
| Earnest Partners LLC | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 58 | $3.81K | 0.00% | +58 | New |
| Glassman Wealth Services | 82 | $5.39K | 0.00% | +39+90.7% | Added |
| M&R Capital Management Inc | 95 | $6.25K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 129 | $8.00K | 0.00% | +81+168.8% | Added |
| Massmutual Trust Co FSB | 131 | $9.00K | 0.00% | +50+61.7% | Added |
| Quent Capital, LLC | 148 | $9.76K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $9.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $11.2K | 0.00% | −37−17.9% | Reduced |
| Riverview Trust Co | 185 | $12.0K | 0.01% | +185 | New |
| Fiduciary Alliance LLC | 200 | $13.2K | 0.00% | +200 | New |
| National Bank of Canada | 205 | $13.5K | 0.00% | +8+4.1% | Added |
| Ronald Blue Trust, Inc. | 206 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $18.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 283 | $19.0K | 0.00% | −337−54.4% | Reduced |
| Caldwell Trust Co | 305 | $20.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $26.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $26.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 476 | $31.3K | 0.00% | −3,989−89.3% | Reduced |
| Gleason Group, Inc. | 516 | $33.9K | 0.01% | +2+0.4% | Added |
| AlphaMark Advisors, LLC | 515 | $34.0K | 0.02% | +1+0.2% | Added |
| IFP Advisors, Inc | 620 | $34.0K | 0.00% | +1+0.2% | Added |
| Annapolis Financial Services, LLC | 540 | $35.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 590 | $38.8K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 603 | $39.7K | 0.00% | −13−2.1% | Reduced |
| Amundi | 706 | $46.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 708 | $47.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 827 | $54.4K | 0.00% | +515+165.1% | Added |
| Natixis | 874 | $57.5K | 0.00% | +501+134.3% | Added |
| Trust Co of Vermont | 900 | $59.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 931 | $61.0K | 0.00% | −849−47.7% | Reduced |
| BNP Paribas Arbitrage, SA | 948 | $62.3K | 0.00% | −79,403−98.8% | Reduced |
| CWM, LLC | 966 | $64.0K | 0.00% | +767+385.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 987 | $64.9K | 0.00% | −1,069−52.0% | Reduced |
| Ellevest, Inc. | 999 | $65.7K | 0.01% | −761−43.2% | Reduced |
| Fifth Third Bancorp | 1,049 | $69.0K | 0.00% | −1,513−59.1% | Reduced |
| Huntington National Bank | 1,064 | $70.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,090 | $71.8K | 0.01% | +475+77.2% | Added |
| Covestor Ltd | 1,187 | $78.0K | 0.06% | +123+11.6% | Added |
| Bank of Montreal | 1,121 | $82.3K | 0.00% | +1+0.1% | Added |
| Globeflex Capital L P | 1,268 | $83.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,307 | $85.9K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 1,434 | $94.3K | 0.00% | −905−38.7% | Reduced |
| Royal Bank of Canada | 1,550 | $102.0K | 0.00% | −69−4.3% | Reduced |
| Barrett & Company, Inc. | 1,580 | $103.9K | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,616 | $104.0K | 0.00% | +813+101.2% | Added |
| EverSource Wealth Advisors, LLC | 1,898 | $124.8K | 0.02% | −821−30.2% | Reduced |
| SG Americas Securities, LLC | 1,979 | $130.0K | 0.00% | +1,979 | New |
| MetLife Investment Management | 2,003 | $131.7K | 0.00% | −41−2.0% | Reduced |
| Capital Analysts, LLC | 2,027 | $133.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,150 | $142.0K | 0.00% | +45+2.1% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $166.1K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,750 | $180.8K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,826 | $185.8K | 0.00% | +152+5.7% | Added |
| Permit Capital, LLC | 2,880 | $189.4K | 0.07% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,080 | $203.0K | 0.11% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,100 | $203.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,170 | $208.5K | 0.00% | +39+1.2% | Added |
| MCF Advisors LLC | 3,212 | $211.9K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,212 | $211.9K | 0.17% | +3,212 | New |
| Lehman & Derafelo Financial Resources LLC | 3,250 | $213.7K | 0.06% | +3,250 | New |
| MAI Capital Management | 3,362 | $221.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $221.3K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,450 | $226.9K | 0.07% | +3,450 | New |
| Franklin Resources Inc | 3,466 | $227.9K | 0.00% | +267+8.3% | Added |
| Evercore Wealth Management, LLC | 3,598 | $236.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,623 | $238.2K | 0.00% | −6,865−65.5% | Reduced |
| Ameriprise Financial Inc | 3,625 | $239.0K | 0.00% | −7−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $243.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,730 | $245.3K | 0.01% | −3,800−50.5% | Reduced |
| Maryland State Retirement & Pension System | 3,744 | $246.2K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,749 | $246.5K | 0.00% | +3,749 | New |
| Lido Advisors, LLC | 4,050 | $266.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,110 | $270.3K | 0.10% | +4,110 | New |
| Graypoint LLC | 4,146 | $272.6K | 0.03% | +47+1.1% | Added |
| Boit C F David | 4,160 | $273.6K | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,207 | $276.7K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 4,227 | $278.0K | 0.00% | +630+17.5% | Added |
| Alps Advisors Inc | 4,350 | $286.1K | 0.00% | −24−0.5% | Reduced |
| Balyasny Asset Management LLC | 4,572 | $300.7K | 0.00% | +4,572 | New |