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 2024
Institutional positions in Brown Forman Corp as of Mar 31, 2024. 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
- 189
- −1 vs. Q4 2023
- Shares held
- 17.8M
- −178.7K (−1.0%) vs. Q4 2023
- Total value
- $944.9M
- −$128.2M (−11.9%) vs. Q4 2023
- New holders
- 16
- 41 more added
- Sold out
- 17
- 78 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $212 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $337 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $424 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $635 | 0.00% | −8−40.0% | Reduced |
| Principal Securities, Inc. | 15 | $794 | 0.00% | +15 | New |
| Allspring Global Investments Holdings, LLC | 20 | $1.06K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $1.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 45 | $2.42K | 0.00% | −27−37.5% | Reduced |
| GAMMA Investing LLC | 58 | $3.07K | 0.00% | +19+48.7% | Added |
| CVA Family Office, LLC | 85 | $4.50K | 0.00% | −15−15.0% | Reduced |
| M&R Capital Management Inc | 95 | $5.03K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 109 | $5.44K | 0.00% | +109 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $5.98K | 0.00% | +113 | New |
| Massmutual Trust Co FSB | 135 | $7.15K | 0.00% | −9−6.3% | Reduced |
| Norges Bank | 136 | $7.20K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 155 | $8.21K | 0.00% | +155 | New |
| Allworth Financial LP | 156 | $8.26K | 0.00% | +20+14.7% | Added |
| Main Street Group, LTD | 180 | $9.43K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 180 | $9.53K | 0.00% | +180 | New |
| National Bank of Canada | 194 | $9.71K | 0.00% | +4+2.1% | Added |
| Tower Research Capital LLC (TRC) | 267 | $14.1K | 0.00% | +4+1.5% | Added |
| Caldwell Trust Co | 305 | $16.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 393 | $20.8K | 0.00% | −638−61.9% | Reduced |
| Nisa Investment Advisors, LLC | 450 | $23.9K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 524 | $27.8K | 0.01% | +2+0.4% | Added |
| AlphaMark Advisors, LLC | 524 | $28.0K | 0.01% | +2+0.4% | Added |
| JNBA Financial Advisors | 591 | $31.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $34.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 731 | $38.7K | 0.00% | −9−1.2% | Reduced |
| Fifth Third Bancorp | 749 | $39.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 793 | $42.2K | 0.00% | −66−7.7% | Reduced |
| EntryPoint Capital, LLC | 1,006 | $53.3K | 0.05% | +1,006 | New |
| Covestor Ltd | 1,053 | $56.0K | 0.04% | +391+59.1% | Added |
| Huntington National Bank | 1,064 | $56.3K | 0.00% | −23−2.1% | Reduced |
| CWM, LLC | 1,156 | $61.0K | 0.00% | −100−8.0% | Reduced |
| Trust Co of Vermont | 1,300 | $68.8K | 0.00% | +400+44.4% | Added |
| Balentine LLC | 1,341 | $71.0K | 0.00% | −2,540−65.4% | Reduced |
| Citigroup Inc | 1,509 | $79.9K | 0.00% | +137+10.0% | Added |
| Royal Bank of Canada | 1,514 | $80.0K | 0.00% | −586−27.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $80.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,580 | $83.7K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 1,653 | $87.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,890 | $92.7K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,774 | $93.9K | 0.00% | −641−26.5% | Reduced |
| Ci Investments Inc. | 2,148 | $114.0K | 0.00% | +443+26.0% | Added |
| Bank of Montreal | 2,179 | $120.9K | 0.00% | +402+22.6% | Added |
| Amundi | 2,542 | $127.9K | 0.00% | +2,065+432.9% | Added |
| MetLife Investment Management | 2,558 | $135.4K | 0.00% | +7+0.3% | Added |
| Farther Finance Advisors, LLC | 2,764 | $144.7K | 0.01% | −63−2.2% | Reduced |
| Permit Capital, LLC | 2,880 | $152.5K | 0.10% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,087 | $165.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,144 | $166.0K | 0.00% | −1,351−30.1% | Reduced |
| Franklin Resources Inc | 3,208 | $169.9K | 0.00% | −455−12.4% | Reduced |
| MCF Advisors LLC | 3,212 | $170.8K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,212 | $170.8K | 0.11% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,308 | $175.2K | 0.00% | −784−19.2% | Reduced |
| EP Wealth Advisors, LLC | 3,662 | $193.9K | 0.00% | −13−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,695 | $195.8K | 0.00% | −313−7.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,823 | $200.2K | 0.00% | −10,000−72.3% | Reduced |
| Boit C F David | 4,160 | $201.2K | 0.11% | 00.0% | Unchanged |
| SEI Investments Co | 3,821 | $202.3K | 0.00% | −382−9.1% | Reduced |
| M&T Bank Corp | 3,931 | $207.7K | 0.00% | −1,754−30.9% | Reduced |
| Graypoint LLC | 3,984 | $211.0K | 0.02% | −24−0.6% | Reduced |
| Community Trust & Investment Co | 4,000 | $211.8K | 0.01% | −1,500−27.3% | Reduced |
| Millennium Management LLC | 4,030 | $213.4K | 0.00% | +4,030 | New |
| Sculati Wealth Management, LLC | 4,050 | $214.4K | 0.09% | −160−3.8% | Reduced |
| Edgestream Partners, L.P. | 4,084 | $216.2K | 0.01% | −16,158−79.8% | Reduced |
| Maven Securities LTD | 4,100 | $217.1K | 0.01% | +4,100 | New |
| UBS Asset Management Americas Inc | 4,207 | $222.8K | 0.00% | +4,207 | New |
| Glenmede Trust Co NA | 4,343 | $230.0K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,606 | $233.8K | 0.17% | +3,606 | New |
| CAPROCK Group, Inc. | 4,404 | $234.2K | 0.01% | −1,009−18.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,597 | $243.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,800 | $254.2K | 0.00% | −4,433−48.0% | Reduced |
| Cresset Asset Management, LLC | 4,830 | $256.8K | 0.00% | −773−13.8% | Reduced |
| California State Teachers Retirement System | 4,974 | $263.4K | 0.00% | −3,152−38.8% | Reduced |
| Xponance, Inc. | 5,155 | $273.0K | 0.00% | −397−7.2% | Reduced |
| Truist Financial Corp | 5,165 | $273.5K | 0.00% | −230−4.3% | Reduced |
| JPMorgan Chase & Co | 5,325 | $282.0K | 0.00% | +1,917+56.3% | Added |
| RSM US Wealth Management LLC | 5,454 | $288.8K | 0.01% | +5,454 | New |
| Citadel Advisors LLC | 5,510 | $291.8K | 0.00% | +5,510 | New |
| True Vision MN LLC | 5,906 | $292.1K | 0.21% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,582 | $296.8K | 0.01% | +1,908+51.9% | Added |
| Mercer Global Advisors Inc | 5,610 | $297.0K | 0.00% | +82+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,800 | $307.1K | 0.00% | +5,400+1,350.0% | Added |
| Janney Montgomery Scott LLC | 5,838 | $309.0K | 0.00% | −18−0.3% | Reduced |
| Rathbone Brothers plc | 6,000 | $317.7K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,000 | $318.0K | 0.05% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 6,582 | $339.8K | 0.06% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,500 | $344.2K | 0.00% | +6,500 | New |
| Deutsche Bank AG | 6,541 | $346.3K | 0.00% | +6,398+4,474.1% | Added |
| Ossiam | 6,610 | $350.0K | 0.01% | +791+13.6% | Added |
| Captrust Financial Advisors | 6,728 | $356.2K | 0.00% | −4,193−38.4% | Reduced |
| Lido Advisors, LLC | 6,885 | $366.1K | 0.00% | 00.0% | Unchanged |