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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 6,105 | $401.0K | 0.00% | +42+0.7% | Added |
| FMR LLC | 6,070 | $399.2K | 0.00% | −1,636−21.2% | Reduced |
| Altfest L J & Co Inc | 6,000 | $395.0K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 5,946 | $391.0K | 0.00% | −325−5.2% | Reduced |
| Occudo Quantitative Strategies LP | 5,942 | $390.7K | 0.05% | +1,843+45.0% | Added |
| M&T Bank Corp | 5,882 | $386.8K | 0.00% | −19−0.3% | Reduced |
| Community Trust & Investment Co | 5,500 | $361.7K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,479 | $360.3K | 0.00% | −516−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 5,236 | $344.0K | 0.00% | −516−9.0% | Reduced |
| StrategIQ Financial Group, LLC | 5,118 | $336.6K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,056 | $332.0K | 0.00% | +4+0.1% | Added |
| Barclays PLC | 4,943 | $325.1K | 0.00% | +2,311+87.8% | Added |
| Amalgamated Bank | 4,822 | $317.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,786 | $315.7K | 0.03% | −7−0.1% | Reduced |
| Glenmede Trust Co NA | 4,752 | $312.5K | 0.00% | +42+0.9% | Added |
| AE Wealth Management LLC | 4,651 | $305.8K | 0.00% | +20.0% | Added |
| Balyasny Asset Management LLC | 4,572 | $300.7K | 0.00% | +4,572 | New |
| Alps Advisors Inc | 4,350 | $286.1K | 0.00% | −24−0.5% | Reduced |
| Xponance, Inc. | 4,227 | $278.0K | 0.00% | +630+17.5% | Added |
| J.W. Cole Advisors, Inc. | 4,207 | $276.7K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 4,160 | $273.6K | 0.20% | 00.0% | Unchanged |
| Graypoint LLC | 4,146 | $272.6K | 0.03% | +47+1.1% | Added |
| Farther Finance Advisors, LLC | 4,110 | $270.3K | 0.10% | +4,110 | New |
| Lido Advisors, LLC | 4,050 | $266.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,749 | $246.5K | 0.00% | +3,749 | New |
| Maryland State Retirement & Pension System | 3,744 | $246.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 3,730 | $245.3K | 0.01% | −3,800−50.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,695 | $243.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,625 | $239.0K | 0.00% | −7−0.2% | Reduced |
| Kestra Advisory Services, LLC | 3,623 | $238.2K | 0.00% | −6,865−65.5% | Reduced |
| Evercore Wealth Management, LLC | 3,598 | $236.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,466 | $227.9K | 0.00% | +267+8.3% | Added |
| SevenBridge Financial Group, LLC | 3,450 | $226.9K | 0.07% | +3,450 | New |
| Ritholtz Wealth Management | 3,366 | $221.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $221.1K | 0.00% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,250 | $213.7K | 0.06% | +3,250 | New |
| 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 |
| United Capital Financial Advisers, LLC | 3,170 | $208.5K | 0.00% | +39+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,100 | $203.9K | 0.00% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,080 | $203.0K | 0.11% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,880 | $189.4K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,826 | $185.8K | 0.00% | +152+5.7% | Added |
| Sargent Bickham Lagudis LLC | 2,750 | $180.8K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,526 | $166.1K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,150 | $142.0K | 0.00% | +45+2.1% | Added |
| Capital Analysts, LLC | 2,027 | $133.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 2,003 | $131.7K | 0.00% | −41−2.0% | Reduced |
| SG Americas Securities, LLC | 1,979 | $130.0K | 0.00% | +1,979 | New |
| EverSource Wealth Advisors, LLC | 1,898 | $124.8K | 0.02% | −821−30.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,616 | $104.0K | 0.00% | +813+101.2% | Added |
| Barrett & Company, Inc. | 1,580 | $103.9K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,550 | $102.0K | 0.00% | −69−4.3% | Reduced |
| Balentine LLC | 1,434 | $94.3K | 0.00% | −905−38.7% | Reduced |
| Gradient Investments LLC | 1,307 | $85.9K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,268 | $83.4K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 1,121 | $82.3K | 0.00% | +1+0.1% | Added |
| Covestor Ltd | 1,187 | $78.0K | 0.06% | +123+11.6% | Added |
| Proequities, Inc. | 1,090 | $71.8K | 0.01% | +475+77.2% | Added |
| Huntington National Bank | 1,064 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,049 | $69.0K | 0.00% | −1,513−59.1% | Reduced |
| Ellevest, Inc. | 999 | $65.7K | 0.01% | −761−43.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 987 | $64.9K | 0.00% | −1,069−52.0% | Reduced |
| CWM, LLC | 966 | $64.0K | 0.00% | +767+385.4% | Added |
| BNP Paribas Arbitrage, SA | 948 | $62.3K | 0.00% | −79,403−98.8% | Reduced |
| Acadian Asset Management LLC | 931 | $61.0K | 0.00% | −849−47.7% | Reduced |
| Trust Co of Vermont | 900 | $59.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 874 | $57.5K | 0.00% | +501+134.3% | Added |
| Allspring Global Investments Holdings, LLC | 827 | $54.4K | 0.00% | +515+165.1% | Added |
| Transamerica Financial Advisors, Inc. | 708 | $47.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 706 | $46.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 603 | $39.7K | 0.00% | −13−2.1% | Reduced |
| JNBA Financial Advisors | 590 | $38.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 540 | $35.5K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 515 | $34.0K | 0.02% | +1+0.2% | Added |
| IFP Advisors, Inc | 620 | $34.0K | 0.00% | +1+0.2% | Added |
| Gleason Group, Inc. | 516 | $33.9K | 0.01% | +2+0.4% | Added |
| Citigroup Inc | 476 | $31.3K | 0.00% | −3,989−89.3% | Reduced |
| Nisa Investment Advisors, LLC | 450 | $30.0K | 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 |
| Caldwell Trust Co | 305 | $20.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 283 | $19.0K | 0.00% | −337−54.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 275 | $18.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 206 | $14.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 205 | $13.5K | 0.00% | +8+4.1% | Added |
| Fiduciary Alliance LLC | 200 | $13.2K | 0.00% | +200 | New |
| Riverview Trust Co | 185 | $12.0K | 0.01% | +185 | New |
| Bell Investment Advisors, Inc | 170 | $11.2K | 0.00% | −37−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $9.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 148 | $9.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 131 | $9.00K | 0.00% | +50+61.7% | Added |
| Ci Investments Inc. | 129 | $8.00K | 0.00% | +81+168.8% | Added |
| M&R Capital Management Inc | 95 | $6.25K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 82 | $5.39K | 0.00% | +39+90.7% | Added |
| Bourgeon Capital Management LLC | 58 | $3.81K | 0.00% | +58 | New |
| Earnest Partners LLC | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 54 | $3.55K | 0.00% | +54 | New |
| Clean Yield Group | 45 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.96K | 0.00% | +16+55.2% | Added |