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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 5,675 | $370.0K | 0.00% | −271−4.6% | Reduced |
| Community Trust & Investment Co | 5,500 | $358.5K | 0.03% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,118 | $333.6K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,102 | $333.0K | 0.00% | +46+0.9% | Added |
| Alps Advisors Inc | 5,104 | $332.7K | 0.00% | +754+17.3% | Added |
| FMR LLC | 5,080 | $331.2K | 0.00% | −990−16.3% | Reduced |
| Amalgamated Bank | 4,921 | $321.0K | 0.00% | +99+2.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,797 | $312.7K | 0.00% | −4,938−50.7% | Reduced |
| Glenmede Trust Co NA | 4,710 | $307.0K | 0.00% | −42−0.9% | Reduced |
| AE Wealth Management LLC | 4,652 | $303.3K | 0.00% | +10.0% | Added |
| CAPROCK Group, Inc. | 4,570 | $298.9K | 0.02% | −216−4.5% | Reduced |
| Graypoint LLC | 4,365 | $284.6K | 0.03% | +219+5.3% | Added |
| Xponance, Inc. | 4,316 | $281.4K | 0.00% | +89+2.1% | Added |
| SEI Investments Co | 4,310 | $281.0K | 0.00% | +4,310 | New |
| Advisor Group Holdings, Inc. | 4,272 | $278.8K | 0.00% | −964−18.4% | Reduced |
| Barclays PLC | 4,258 | $277.6K | 0.00% | −685−13.9% | Reduced |
| J.W. Cole Advisors, Inc. | 4,207 | $274.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,199 | $273.7K | 0.08% | +89+2.2% | Added |
| Boit C F David | 4,160 | $270.5K | 0.18% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,091 | $266.7K | 0.00% | −1,388−25.3% | Reduced |
| Ameriprise Financial Inc | 3,744 | $244.6K | 0.00% | +119+3.3% | Added |
| UBS Asset Management Americas Inc | 3,749 | $244.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $244.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 3,730 | $243.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,619 | $235.9K | 0.00% | −4−0.1% | Reduced |
| Evercore Wealth Management, LLC | 3,598 | $234.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,595 | $234.4K | 0.00% | −100−2.7% | Reduced |
| Franklin Resources Inc | 3,513 | $229.0K | 0.00% | +47+1.4% | Added |
| SevenBridge Financial Group, LLC | 3,450 | $224.9K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $219.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $219.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,212 | $210.1K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,212 | $210.1K | 0.16% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,026 | $197.3K | 0.00% | +200+7.1% | Added |
| Permit Capital, LLC | 2,880 | $187.7K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,526 | $164.7K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,525 | $164.0K | 0.00% | +375+17.4% | Added |
| Balentine LLC | 2,354 | $153.5K | 0.01% | +920+64.2% | Added |
| Capital Analysts, LLC | 2,027 | $132.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 2,008 | $130.9K | 0.00% | +5+0.2% | Added |
| Ossiam | 1,945 | $126.8K | 0.00% | −11,674−85.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,935 | $126.1K | 0.02% | +37+1.9% | Added |
| Bank of Montreal | 1,870 | $124.1K | 0.00% | +749+66.8% | Added |
| DekaBank Deutsche Girozentrale | 1,616 | $107.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,580 | $103.0K | 0.07% | 00.0% | Unchanged |
| Amundi | 1,604 | $102.5K | 0.00% | +898+127.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,556 | $101.4K | 0.00% | +569+57.6% | Added |
| Royal Bank of Canada | 1,478 | $96.0K | 0.00% | −72−4.6% | Reduced |
| Covestor Ltd | 1,318 | $86.0K | 0.07% | +131+11.0% | Added |
| CWM, LLC | 1,253 | $82.0K | 0.00% | +287+29.7% | Added |
| Ameritas Advisory Services, LLC | 1,200 | $78.2K | 0.00% | +1,200 | New |
| Proequities, Inc. | 1,174 | $76.8K | 0.01% | +84+7.7% | Added |
| BNP Paribas Arbitrage, SA | 1,113 | $72.6K | 0.00% | +165+17.4% | Added |
| Huntington National Bank | 1,064 | $69.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 900 | $58.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 853 | $56.0K | 0.00% | +570+201.4% | Added |
| Allspring Global Investments Holdings, LLC | 806 | $52.5K | 0.00% | −21−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 780 | $50.8K | 0.01% | +780 | New |
| Fifth Third Bancorp | 749 | $48.8K | 0.00% | −300−28.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 708 | $47.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 712 | $46.4K | 0.04% | +712 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 676 | $44.1K | 0.00% | +676 | New |
| JNBA Financial Advisors | 590 | $38.5K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 587 | $38.3K | 0.00% | −16−2.7% | Reduced |
| Annapolis Financial Services, LLC | 540 | $35.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 517 | $34.0K | 0.02% | +2+0.4% | Added |
| Gleason Group, Inc. | 517 | $33.7K | 0.01% | +1+0.2% | Added |
| Natixis | 505 | $32.9K | 0.00% | −369−42.2% | Reduced |
| Nisa Investment Advisors, LLC | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 348 | $22.7K | 0.00% | −651−65.2% | Reduced |
| Caldwell Trust Co | 305 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $17.9K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 213 | $13.9K | 0.00% | +213 | New |
| National Bank of Canada | 202 | $13.2K | 0.00% | −3−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $13.0K | 0.00% | −6−2.9% | Reduced |
| Riverview Trust Co | 185 | $12.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $9.68K | 0.00% | +1+0.7% | 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 |
| Ci Investments Inc. | 130 | $8.00K | 0.00% | +1+0.8% | Added |
| Glassman Wealth Services | 96 | $6.26K | 0.00% | +14+17.1% | Added |
| M&R Capital Management Inc | 95 | $6.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 79 | $5.15K | 0.00% | +79 | New |
| 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 |
| Bourgeon Capital Management LLC | 58 | $3.78K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $3.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $2.87K | 0.00% | −1−2.2% | Reduced |
| Parallel Advisors, LLC | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $587 | 0.00% | −3−25.0% | Reduced |
| 25 LLC | 8 | $524 | 0.00% | +8 | New |
| TCI Wealth Advisors, Inc. | 8 | $522 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $391 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $131 | 0.00% | −2−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 0 | $0 | 0.00% | −54−100.0% | Sold out |