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 2023
Institutional positions in Brown Forman Corp as of Dec 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
- 192
- +11 vs. Q3 2023
- Shares held
- 18.0M
- +125.0K (+0.7%) vs. Q3 2023
- Total value
- $1.07B
- +$34.8M (+3.3%) vs. Q3 2023
- New holders
- 25
- 54 more added
- Sold out
- 14
- 61 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $60 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $119 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $179 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $298 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $298 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 6 | $378 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $477 | 0.00% | −70−89.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18 | $1.07K | 0.00% | +9+100.0% | Added |
| Bruce G. Allen Investments, LLC | 20 | $1.19K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $1.67K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 34 | $2.03K | 0.00% | −3−8.1% | Reduced |
| GAMMA Investing LLC | 39 | $2.20K | 0.00% | +39 | New |
| Global Retirement Partners, LLC | 65 | $3.69K | 0.00% | −14−17.7% | Reduced |
| Capital Advisors, Ltd. LLC | 61 | $4.00K | 0.00% | +61 | New |
| Quent Capital, LLC | 72 | $4.28K | 0.00% | −77−51.7% | Reduced |
| Glassman Wealth Services | 78 | $4.65K | 0.00% | −11−12.4% | Reduced |
| M&R Capital Management Inc | 95 | $5.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $5.96K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 100 | $5.96K | 0.00% | +100 | New |
| Norges Bank | 136 | $8.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $8.11K | 0.00% | +136 | New |
| Deutsche Bank AG | 143 | $8.52K | 0.00% | −177−55.3% | Reduced |
| Massmutual Trust Co FSB | 144 | $8.58K | 0.00% | +29+25.2% | Added |
| Main Street Group, LTD | 180 | $10.7K | 0.00% | +180 | New |
| National Bank of Canada | 190 | $11.2K | 0.00% | −10−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 263 | $15.7K | 0.00% | −751−74.1% | Reduced |
| Caldwell Trust Co | 305 | $18.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $23.8K | 0.00% | −22−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 450 | $26.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 477 | $27.6K | 0.00% | +467+4,670.0% | Added |
| AlphaMark Advisors, LLC | 522 | $31.0K | 0.01% | +2+0.4% | Added |
| Gleason Group, Inc. | 522 | $31.1K | 0.01% | +2+0.4% | Added |
| Annapolis Financial Services, LLC | 540 | $32.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 591 | $35.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 662 | $39.0K | 0.03% | −65−8.9% | Reduced |
| NBC Securities, Inc. | 661 | $39.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 740 | $44.1K | 0.00% | −20−2.6% | Reduced |
| Fifth Third Bancorp | 749 | $44.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 779 | $46.4K | 0.01% | −1−0.1% | Reduced |
| Proequities, Inc. | 859 | $51.4K | 0.00% | −9−1.0% | Reduced |
| Trust Co of Vermont | 900 | $53.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,031 | $61.4K | 0.00% | −613−37.3% | Reduced |
| Huntington National Bank | 1,087 | $64.8K | 0.00% | −12−1.1% | Reduced |
| CWM, LLC | 1,256 | $75.0K | 0.00% | −46−3.5% | Reduced |
| Citigroup Inc | 1,372 | $81.8K | 0.00% | +1,116+435.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $89.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,580 | $94.2K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 1,653 | $98.5K | 0.00% | +10+0.6% | Added |
| Ci Investments Inc. | 1,705 | $102.0K | 0.00% | +1,705 | New |
| Bank of Montreal | 1,777 | $106.7K | 0.00% | +4+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $112.6K | 0.01% | −15−0.8% | Reduced |
| Capital Analysts, LLC | 2,027 | $121.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,100 | $125.0K | 0.00% | +299+16.6% | Added |
| BNP Paribas Arbitrage, SA | 2,415 | $143.9K | 0.00% | +152+6.7% | Added |
| MetLife Investment Management | 2,551 | $152.0K | 0.00% | −36−1.4% | Reduced |
| Farther Finance Advisors, LLC | 2,827 | $168.4K | 0.01% | +22+0.8% | Added |
| Permit Capital, LLC | 2,880 | $171.6K | 0.06% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,087 | $182.0K | 0.00% | +3,087 | New |
| MCF Advisors LLC | 3,212 | $192.1K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,212 | $192.1K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $200.3K | 0.00% | +3,362 | New |
| JPMorgan Chase & Co | 3,408 | $203.1K | 0.00% | −96−2.7% | Reduced |
| SevenBridge Financial Group, LLC | 3,450 | $205.6K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,663 | $218.3K | 0.00% | −283−7.2% | Reduced |
| EP Wealth Advisors, LLC | 3,675 | $219.0K | 0.00% | +16+0.4% | Added |
| Summit Trail Advisors, LLC | 3,674 | $219.4K | 0.01% | +3,674 | New |
| Eastern Bank | 3,730 | $222.3K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,744 | $223.1K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 3,881 | $231.3K | 0.01% | −252−6.1% | Reduced |
| Clare Market Investments LLC | 3,924 | $233.8K | 0.08% | −6,374−61.9% | Reduced |
| Graypoint LLC | 4,008 | $238.8K | 0.02% | −758−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,008 | $239.0K | 0.00% | −102−2.5% | Reduced |
| Boit C F David | 4,160 | $242.0K | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,092 | $243.8K | 0.00% | +147+3.7% | Added |
| Savant Capital, LLC | 4,104 | $244.6K | 0.00% | +4,104 | New |
| SEI Investments Co | 4,203 | $250.5K | 0.00% | −797−15.9% | Reduced |
| Sculati Wealth Management, LLC | 4,210 | $250.9K | 0.12% | −70−1.6% | Reduced |
| Glenmede Trust Co NA | 4,343 | $258.8K | 0.00% | +36+0.8% | Added |
| Amalgamated Bank | 4,495 | $268.0K | 0.00% | −541−10.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,597 | $274.0K | 0.02% | +390+9.3% | Added |
| StrategIQ Financial Group, LLC | 5,118 | $305.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 5,395 | $321.5K | 0.00% | +9+0.2% | Added |
| CAPROCK Group, Inc. | 5,413 | $323.7K | 0.02% | +986+22.3% | Added |
| Community Trust & Investment Co | 5,500 | $327.7K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,528 | $329.0K | 0.00% | +22+0.4% | Added |
| Xponance, Inc. | 5,552 | $330.8K | 0.00% | −237−4.1% | Reduced |
| Cresset Asset Management, LLC | 5,603 | $335.1K | 0.00% | +646+13.0% | Added |
| M&T Bank Corp | 5,685 | $339.1K | 0.00% | −422−6.9% | Reduced |
| Ossiam | 5,819 | $346.8K | 0.01% | +950+19.5% | Added |
| Janney Montgomery Scott LLC | 5,856 | $349.0K | 0.00% | −349−5.6% | Reduced |
| True Vision MN LLC | 5,906 | $353.2K | 0.28% | +5,906 | New |
| Rathbone Brothers plc | 6,000 | $357.5K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,000 | $358.0K | 0.05% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 6,582 | $375.8K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,885 | $411.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,960 | $414.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 7,038 | $419.4K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 7,181 | $427.9K | 0.00% | −43−0.6% | Reduced |