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, Q2 2023
Institutional positions in Brown Forman Corp as of Jun 30, 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
- 197
- −2 vs. Q1 2023
- Shares held
- 17.7M
- +1.49M (+9.2%) vs. Q1 2023
- Total value
- $1.21B
- +$147.2M (+13.9%) vs. Q1 2023
- New holders
- 17
- 53 more added
- Sold out
- 19
- 60 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 4 | $273 | 0.00% | +2+100.0% | Added |
| CVA Family Office, LLC | 5 | $340 | 0.00% | −54−91.5% | Reduced |
| Versant Capital Management, Inc | 5 | $340 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $613 | 0.00% | +9 | New |
| Amundi | 10 | $680 | 0.00% | −1,594−99.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 14 | $953 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $5.31K | 0.00% | −53−40.5% | Reduced |
| Global Retirement Partners, LLC | 79 | $5.38K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 82 | $5.58K | 0.00% | +23+39.0% | Added |
| Glassman Wealth Services | 90 | $6.13K | 0.00% | −6−6.3% | Reduced |
| M&R Capital Management Inc | 95 | $6.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 131 | $8.92K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 136 | $9.26K | 0.00% | −6,645−98.0% | Reduced |
| Quent Capital, LLC | 149 | $10.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 185 | $12.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 200 | $13.6K | 0.00% | +200 | New |
| National Bank of Canada | 202 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $18.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $20.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $27.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 450 | $30.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 518 | $35.0K | 0.02% | +1+0.2% | Added |
| Gleason Group, Inc. | 519 | $35.3K | 0.01% | +2+0.4% | Added |
| Natixis | 534 | $36.3K | 0.00% | +29+5.7% | Added |
| Annapolis Financial Services, LLC | 540 | $36.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 590 | $40.0K | 0.03% | −728−55.2% | Reduced |
| JNBA Financial Advisors | 590 | $40.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 678 | $46.2K | 0.00% | +2+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 708 | $49.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 749 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 780 | $53.1K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 812 | $55.3K | 0.00% | +225+38.3% | Added |
| Trust Co of Vermont | 900 | $61.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 914 | $62.2K | 0.00% | +61+7.2% | Added |
| Huntington National Bank | 1,064 | $72.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,166 | $79.0K | 0.00% | −87−6.9% | Reduced |
| Proequities, Inc. | 1,172 | $80.0K | 0.01% | −2−0.2% | Reduced |
| Royal Bank of Canada | 1,329 | $90.0K | 0.00% | −149−10.1% | Reduced |
| Citadel Advisors LLC | 1,487 | $101.2K | 0.00% | +1,274+598.1% | Added |
| Barrett & Company, Inc. | 1,580 | $107.6K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $108.6K | 0.00% | −2,000−55.6% | Reduced |
| Deutsche Bank AG | 1,641 | $111.7K | 0.00% | −1,385−45.8% | Reduced |
| Barclays PLC | 1,653 | $112.5K | 0.00% | −2,605−61.2% | Reduced |
| Bank of Montreal | 1,773 | $121.2K | 0.00% | −97−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,930 | $131.4K | 0.01% | −5−0.3% | Reduced |
| Capital Analysts, LLC | 2,027 | $138.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,176 | $148.1K | 0.00% | +1,370+170.0% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.9K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 2,585 | $176.0K | 0.00% | +577+28.7% | Added |
| Great West Life Assurance Co | 2,702 | $184.0K | 0.00% | −12,494−82.2% | Reduced |
| Farther Finance Advisors, LLC | 2,713 | $184.7K | 0.04% | −1,486−35.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,773 | $188.8K | 0.00% | +1,660+149.1% | Added |
| Permit Capital, LLC | 2,880 | $196.0K | 0.07% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,945 | $200.5K | 0.03% | +2,945 | New |
| Jump Financial, LLC | 3,118 | $212.2K | 0.01% | +3,118 | New |
| MCF Advisors LLC | 3,212 | $219.3K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,212 | $219.3K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,265 | $222.2K | 0.01% | −4,082−55.6% | Reduced |
| JPMorgan Chase & Co | 3,311 | $225.4K | 0.00% | +786+31.1% | Added |
| Ameriprise Financial Inc | 3,343 | $228.1K | 0.00% | −401−10.7% | Reduced |
| MAI Capital Management | 3,362 | $228.9K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $229.1K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,450 | $234.8K | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,749 | $244.4K | 0.00% | 00.0% | Unchanged |
| Ossiam | 3,627 | $246.9K | 0.00% | +1,682+86.5% | Added |
| EP Wealth Advisors, LLC | 19,470 | $249.0K | 0.00% | +19,470 | New |
| Eastern Bank | 3,730 | $253.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $254.9K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,867 | $263.2K | 0.00% | +354+10.1% | Added |
| Russell Investments Group, Ltd. | 4,140 | $281.8K | 0.00% | +49+1.2% | Added |
| Boit C F David | 4,160 | $283.2K | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,207 | $286.4K | 0.02% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 4,280 | $291.3K | 0.15% | +4,280 | New |
| CAPROCK Group, Inc. | 4,493 | $306.7K | 0.02% | −77−1.7% | Reduced |
| Glenmede Trust Co NA | 4,710 | $307.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 4,567 | $310.9K | 0.01% | +2,213+94.0% | Added |
| Edgestream Partners, L.P. | 4,577 | $311.6K | 0.03% | +4,577 | New |
| AE Wealth Management LLC | 4,654 | $316.8K | 0.00% | +20.0% | Added |
| Graypoint LLC | 4,763 | $324.2K | 0.03% | +398+9.1% | Added |
| Cresset Asset Management, LLC | 4,914 | $335.5K | 0.00% | +4,914 | New |
| Amalgamated Bank | 5,054 | $344.0K | 0.00% | +133+2.7% | Added |
| SEI Investments Co | 5,066 | $344.8K | 0.00% | +756+17.5% | Added |
| StrategIQ Financial Group, LLC | 5,118 | $348.4K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,139 | $349.8K | 0.00% | +35+0.7% | Added |
| Mercer Global Advisors Inc | 5,306 | $361.0K | 0.00% | +204+4.0% | Added |
| Truist Financial Corp | 5,399 | $367.5K | 0.00% | −276−4.9% | Reduced |
| Community Trust & Investment Co | 5,500 | $374.4K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 5,665 | $385.6K | 0.01% | +1,349+31.3% | Added |
| Janney Montgomery Scott LLC | 5,869 | $400.0K | 0.00% | +135+2.4% | Added |
| Altfest L J & Co Inc | 6,000 | $408.0K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 6,278 | $427.1K | 0.00% | +405+6.9% | Added |
| Rodgers Brothers Inc. | 6,400 | $435.6K | 0.08% | 00.0% | Unchanged |