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, Q1 2023
Institutional positions in Brown Forman Corp as of Mar 31, 2023. 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
- 199
- −12 vs. Q4 2022
- Shares held
- 16.2M
- −285.2K (−1.7%) vs. Q4 2022
- Total value
- $1.06B
- −$28.8M (−2.7%) vs. Q4 2022
- New holders
- 10
- 56 more added
- Sold out
- 22
- 61 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $131 | 0.00% | −2−50.0% | Reduced |
| Disciplined Investments, LLC | 6 | $391 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $522 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 8 | $524 | 0.00% | +8 | New |
| Schubert & Co | 9 | $587 | 0.00% | −3−25.0% | Reduced |
| Raffa Wealth Management, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $2.87K | 0.00% | −1−2.2% | Reduced |
| Earnest Partners LLC | 55 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 58 | $3.78K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 59 | $3.85K | 0.00% | −417−87.6% | Reduced |
| CVA Family Office, LLC | 59 | $3.85K | 0.00% | +54+1,080.0% | Added |
| Global Retirement Partners, LLC | 79 | $5.15K | 0.00% | +79 | New |
| M&R Capital Management Inc | 95 | $6.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 96 | $6.26K | 0.00% | +14+17.1% | Added |
| Ci Investments Inc. | 130 | $8.00K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 131 | $8.54K | 0.00% | −39−22.9% | Reduced |
| Massmutual Trust Co FSB | 131 | $8.54K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $9.68K | 0.00% | +1+0.7% | Added |
| Riverview Trust Co | 185 | $12.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $13.0K | 0.00% | −6−2.9% | Reduced |
| National Bank of Canada | 202 | $13.2K | 0.00% | −3−1.5% | Reduced |
| Citadel Advisors LLC | 213 | $13.9K | 0.00% | +213 | New |
| Tilia Fiduciary Partners, Inc. | 275 | $17.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 348 | $22.7K | 0.00% | −651−65.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 505 | $32.9K | 0.00% | −369−42.2% | Reduced |
| Gleason Group, Inc. | 517 | $33.7K | 0.01% | +1+0.2% | Added |
| AlphaMark Advisors, LLC | 517 | $34.0K | 0.02% | +2+0.4% | Added |
| Annapolis Financial Services, LLC | 540 | $35.2K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 587 | $38.3K | 0.00% | −16−2.7% | Reduced |
| JNBA Financial Advisors | 590 | $38.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 676 | $44.1K | 0.00% | +676 | New |
| Machina Capital S.A.S. | 712 | $46.4K | 0.04% | +712 | New |
| Transamerica Financial Advisors, Inc. | 708 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 749 | $48.8K | 0.00% | −300−28.6% | Reduced |
| Harbor Capital Advisors, Inc. | 780 | $50.8K | 0.01% | +780 | New |
| Allspring Global Investments Holdings, LLC | 806 | $52.5K | 0.00% | −21−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 853 | $56.0K | 0.00% | +570+201.4% | Added |
| Trust Co of Vermont | 900 | $58.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,064 | $69.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,113 | $72.6K | 0.00% | +165+17.4% | Added |
| Proequities, Inc. | 1,174 | $76.8K | 0.01% | +84+7.7% | Added |
| Ameritas Advisory Services, LLC | 1,200 | $78.2K | 0.00% | +1,200 | New |
| CWM, LLC | 1,253 | $82.0K | 0.00% | +287+29.7% | Added |
| Covestor Ltd | 1,318 | $86.0K | 0.07% | +131+11.0% | Added |
| Royal Bank of Canada | 1,478 | $96.0K | 0.00% | −72−4.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,556 | $101.4K | 0.00% | +569+57.6% | Added |
| Amundi | 1,604 | $102.5K | 0.00% | +898+127.2% | Added |
| Barrett & Company, Inc. | 1,580 | $103.0K | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,616 | $107.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,870 | $124.1K | 0.00% | +749+66.8% | Added |
| EverSource Wealth Advisors, LLC | 1,935 | $126.1K | 0.02% | +37+1.9% | Added |
| Ossiam | 1,945 | $126.8K | 0.00% | −11,674−85.7% | Reduced |
| MetLife Investment Management | 2,008 | $130.9K | 0.00% | +5+0.2% | Added |
| Capital Analysts, LLC | 2,027 | $132.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 2,354 | $153.5K | 0.01% | +920+64.2% | Added |
| JPMorgan Chase & Co | 2,525 | $164.0K | 0.00% | +375+17.4% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $164.7K | 0.03% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,880 | $187.7K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,026 | $197.3K | 0.00% | +200+7.1% | Added |
| New Republic Capital, LLC | 3,212 | $210.1K | 0.16% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,212 | $210.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $219.2K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $219.4K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,450 | $224.9K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,513 | $229.0K | 0.00% | +47+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,595 | $234.4K | 0.00% | −100−2.7% | Reduced |
| Evercore Wealth Management, LLC | 3,598 | $234.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,619 | $235.9K | 0.00% | −4−0.1% | Reduced |
| Eastern Bank | 3,730 | $243.2K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $244.1K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,749 | $244.4K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,744 | $244.6K | 0.00% | +119+3.3% | Added |
| Russell Investments Group, Ltd. | 4,091 | $266.7K | 0.00% | −1,388−25.3% | Reduced |
| Boit C F David | 4,160 | $270.5K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,199 | $273.7K | 0.08% | +89+2.2% | Added |
| J.W. Cole Advisors, Inc. | 4,207 | $274.3K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 4,258 | $277.6K | 0.00% | −685−13.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,272 | $278.8K | 0.00% | −964−18.4% | Reduced |
| SEI Investments Co | 4,310 | $281.0K | 0.00% | +4,310 | New |
| Xponance, Inc. | 4,316 | $281.4K | 0.00% | +89+2.1% | Added |
| Graypoint LLC | 4,365 | $284.6K | 0.03% | +219+5.3% | Added |
| CAPROCK Group, Inc. | 4,570 | $298.9K | 0.02% | −216−4.5% | Reduced |
| AE Wealth Management LLC | 4,652 | $303.3K | 0.00% | +10.0% | Added |
| Glenmede Trust Co NA | 4,710 | $307.0K | 0.00% | −42−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,797 | $312.7K | 0.00% | −4,938−50.7% | Reduced |
| Amalgamated Bank | 4,921 | $321.0K | 0.00% | +99+2.1% | Added |
| FMR LLC | 5,080 | $331.2K | 0.00% | −990−16.3% | Reduced |
| Alps Advisors Inc | 5,104 | $332.7K | 0.00% | +754+17.3% | Added |
| Mercer Global Advisors Inc | 5,102 | $333.0K | 0.00% | +46+0.9% | Added |
| StrategIQ Financial Group, LLC | 5,118 | $333.6K | 0.04% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,500 | $358.5K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 5,675 | $370.0K | 0.00% | −271−4.6% | Reduced |
| Janney Montgomery Scott LLC | 5,734 | $374.0K | 0.00% | −371−6.1% | Reduced |