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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 5,869 | $400.0K | 0.00% | +135+2.4% | Added |
| Xponance, Inc. | 5,665 | $385.6K | 0.01% | +1,349+31.3% | Added |
| Community Trust & Investment Co | 5,500 | $374.4K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 5,399 | $367.5K | 0.00% | −276−4.9% | Reduced |
| Mercer Global Advisors Inc | 5,306 | $361.0K | 0.00% | +204+4.0% | Added |
| Alps Advisors Inc | 5,139 | $349.8K | 0.00% | +35+0.7% | Added |
| StrategIQ Financial Group, LLC | 5,118 | $348.4K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 5,066 | $344.8K | 0.00% | +756+17.5% | Added |
| Amalgamated Bank | 5,054 | $344.0K | 0.00% | +133+2.7% | Added |
| Cresset Asset Management, LLC | 4,914 | $335.5K | 0.00% | +4,914 | New |
| Graypoint LLC | 4,763 | $324.2K | 0.03% | +398+9.1% | Added |
| AE Wealth Management LLC | 4,654 | $316.8K | 0.00% | +20.0% | Added |
| Edgestream Partners, L.P. | 4,577 | $311.6K | 0.03% | +4,577 | New |
| Balentine LLC | 4,567 | $310.9K | 0.01% | +2,213+94.0% | Added |
| Glenmede Trust Co NA | 4,710 | $307.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,493 | $306.7K | 0.02% | −77−1.7% | Reduced |
| Sculati Wealth Management, LLC | 4,280 | $291.3K | 0.15% | +4,280 | New |
| J.W. Cole Advisors, Inc. | 4,207 | $286.4K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 4,160 | $283.2K | 0.19% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,140 | $281.8K | 0.00% | +49+1.2% | Added |
| Franklin Resources Inc | 3,867 | $263.2K | 0.00% | +354+10.1% | Added |
| Maryland State Retirement & Pension System | 3,744 | $254.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 3,730 | $253.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 19,470 | $249.0K | 0.00% | +19,470 | New |
| Ossiam | 3,627 | $246.9K | 0.00% | +1,682+86.5% | Added |
| UBS Asset Management Americas Inc | 3,749 | $244.4K | 0.00% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,450 | $234.8K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,366 | $229.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $228.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,343 | $228.1K | 0.00% | −401−10.7% | Reduced |
| JPMorgan Chase & Co | 3,311 | $225.4K | 0.00% | +786+31.1% | Added |
| Gladstone Institutional Advisory LLC | 3,265 | $222.2K | 0.01% | −4,082−55.6% | Reduced |
| 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 |
| Jump Financial, LLC | 3,118 | $212.2K | 0.01% | +3,118 | New |
| Circle Wealth Management, LLC | 2,945 | $200.5K | 0.03% | +2,945 | New |
| Permit Capital, LLC | 2,880 | $196.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,773 | $188.8K | 0.00% | +1,660+149.1% | Added |
| Farther Finance Advisors, LLC | 2,713 | $184.7K | 0.04% | −1,486−35.4% | Reduced |
| Great West Life Assurance Co | 2,702 | $184.0K | 0.00% | −12,494−82.2% | Reduced |
| MetLife Investment Management | 2,585 | $176.0K | 0.00% | +577+28.7% | Added |
| Kistler-Tiffany Companies, LLC | 2,526 | $171.9K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,176 | $148.1K | 0.00% | +1,370+170.0% | Added |
| Capital Analysts, LLC | 2,027 | $138.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,930 | $131.4K | 0.01% | −5−0.3% | Reduced |
| Bank of Montreal | 1,773 | $121.2K | 0.00% | −97−5.2% | Reduced |
| Barclays PLC | 1,653 | $112.5K | 0.00% | −2,605−61.2% | Reduced |
| Deutsche Bank AG | 1,641 | $111.7K | 0.00% | −1,385−45.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $108.6K | 0.00% | −2,000−55.6% | Reduced |
| Barrett & Company, Inc. | 1,580 | $107.6K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,487 | $101.2K | 0.00% | +1,274+598.1% | Added |
| Royal Bank of Canada | 1,329 | $90.0K | 0.00% | −149−10.1% | Reduced |
| Proequities, Inc. | 1,172 | $80.0K | 0.01% | −2−0.2% | Reduced |
| CWM, LLC | 1,166 | $79.0K | 0.00% | −87−6.9% | Reduced |
| Huntington National Bank | 1,064 | $72.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 914 | $62.2K | 0.00% | +61+7.2% | Added |
| Trust Co of Vermont | 900 | $61.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 812 | $55.3K | 0.00% | +225+38.3% | Added |
| Harbor Capital Advisors, Inc. | 780 | $53.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 749 | $51.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 708 | $49.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 678 | $46.2K | 0.00% | +2+0.3% | Added |
| JNBA Financial Advisors | 590 | $40.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 590 | $40.0K | 0.03% | −728−55.2% | Reduced |
| Annapolis Financial Services, LLC | 540 | $36.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 534 | $36.3K | 0.00% | +29+5.7% | Added |
| Gleason Group, Inc. | 519 | $35.3K | 0.01% | +2+0.4% | Added |
| AlphaMark Advisors, LLC | 518 | $35.0K | 0.02% | +1+0.2% | Added |
| Nisa Investment Advisors, LLC | 450 | $30.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $27.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $20.8K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 275 | $18.7K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 202 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 200 | $13.6K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 185 | $12.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $10.1K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 136 | $9.26K | 0.00% | −6,645−98.0% | Reduced |
| Massmutual Trust Co FSB | 131 | $8.92K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 95 | $6.47K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 90 | $6.13K | 0.00% | −6−6.3% | Reduced |
| Citigroup Inc | 82 | $5.58K | 0.00% | +23+39.0% | Added |
| Global Retirement Partners, LLC | 79 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $5.31K | 0.00% | −53−40.5% | Reduced |
| Earnest Partners LLC | 55 | $3.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $953 | 0.00% | +14 | New |
| Amundi | 10 | $680 | 0.00% | −1,594−99.4% | Reduced |
| Quadrant Capital Group LLC | 9 | $613 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $340 | 0.00% | −54−91.5% | Reduced |
| Versant Capital Management, Inc | 5 | $340 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $273 | 0.00% | +2+100.0% | Added |
| Simplex Trading, LLC | 9 | $0 | 0.00% | +9 | New |
| STRS Ohio | 0 | $0 | 0.00% | −26,814−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |