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 2024
Institutional positions in Brown Forman Corp as of Jun 30, 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
- 188
- −1 vs. Q1 2024
- Shares held
- 17.9M
- +57.1K (+0.3%) vs. Q1 2024
- Total value
- $786.6M
- −$158.2M (−16.7%) vs. Q1 2024
- New holders
- 25
- 56 more added
- Sold out
- 26
- 58 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $45 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 0 | $98 | 0.00% | −450−100.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3 | $132 | 0.00% | −17−85.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $133 | 0.00% | −1−25.0% | Reduced |
| Creekmur Asset Management LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $177 | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $265 | 0.00% | +1+20.0% | Added |
| Bell Investment Advisors, Inc | 8 | $354 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $485 | 0.00% | +11 | New |
| Principal Securities, Inc. | 17 | $750 | 0.00% | +2+13.3% | Added |
| MV Capital Management, Inc. | 21 | $927 | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.10K | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 27 | $1.19K | 0.00% | +27 | New |
| Bruce G. Allen Investments, LLC | 42 | $1.85K | 0.00% | +30+250.0% | Added |
| Quent Capital, LLC | 46 | $2.02K | 0.00% | +1+2.2% | Added |
| Manchester Capital Management LLC | 47 | $2.08K | 0.00% | +47 | New |
| Simplex Trading, LLC | 82 | $3.00K | 0.00% | +82 | New |
| EntryPoint Capital, LLC | 72 | $3.18K | 0.00% | −934−92.8% | Reduced |
| Smartleaf Asset Management LLC | 81 | $3.52K | 0.00% | +81 | New |
| Capital Advisors, Ltd. LLC | 80 | $4.00K | 0.00% | +80 | New |
| M&R Capital Management Inc | 95 | $4.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $4.50K | 0.00% | +68+200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 126 | $5.56K | 0.00% | +126 | New |
| Allworth Financial LP | 127 | $5.63K | 0.00% | −29−18.6% | Reduced |
| Norges Bank | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $7.11K | 0.00% | +26+19.3% | Added |
| Main Street Group, LTD | 180 | $7.72K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 180 | $7.94K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 229 | $9.82K | 0.00% | +35+18.0% | Added |
| Federation des caisses Desjardins du Quebec | 283 | $12.5K | 0.00% | +283 | New |
| Tower Research Capital LLC (TRC) | 293 | $12.9K | 0.00% | +26+9.7% | Added |
| Caldwell Trust Co | 305 | $13.5K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 315 | $13.9K | 0.00% | +315 | New |
| Roble, Belko & Company, Inc | 337 | $15.0K | 0.00% | +337 | New |
| Corebridge Financial, Inc. | 374 | $16.5K | 0.00% | +374 | New |
| Point72 (DIFC) Ltd | 448 | $19.8K | 0.00% | +448 | New |
| AlphaMark Advisors, LLC | 526 | $23.0K | 0.01% | +2+0.4% | Added |
| Gleason Group, Inc. | 526 | $23.2K | 0.00% | +2+0.4% | Added |
| Proequities, Inc. | 532 | $23.6K | 0.00% | −261−32.9% | Reduced |
| GAMMA Investing LLC | 550 | $24.3K | 0.00% | +492+848.3% | Added |
| JNBA Financial Advisors | 591 | $26.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 749 | $33.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 872 | $38.5K | 0.00% | −1,686−65.9% | Reduced |
| BNP Paribas Arbitrage, SA | 957 | $42.2K | 0.00% | −817−46.1% | Reduced |
| Russell Investments Group, Ltd. | 984 | $43.4K | 0.00% | −2,324−70.3% | Reduced |
| CWM, LLC | 1,042 | $46.0K | 0.00% | −114−9.9% | Reduced |
| Huntington National Bank | 1,064 | $47.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,116 | $49.2K | 0.01% | +1,116 | New |
| Covestor Ltd | 1,215 | $54.0K | 0.04% | +162+15.4% | Added |
| Trust Co of Vermont | 1,300 | $57.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,436 | $63.4K | 0.00% | +1,043+265.4% | Added |
| Barrett & Company, Inc. | 1,580 | $69.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $70.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,808 | $79.8K | 0.00% | −371−17.0% | Reduced |
| Comerica Bank | 1,897 | $83.7K | 0.00% | +244+14.8% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $86.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,983 | $87.5K | 0.00% | +474+31.4% | Added |
| Royal Bank of Canada | 2,207 | $96.0K | 0.00% | +693+45.8% | Added |
| Ci Investments Inc. | 2,255 | $100.0K | 0.00% | +107+5.0% | Added |
| Amalgamated Bank | 2,703 | $119.0K | 0.00% | −441−14.0% | Reduced |
| Farther Finance Advisors, LLC | 2,817 | $120.8K | 0.01% | +53+1.9% | Added |
| Permit Capital, LLC | 2,880 | $127.1K | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,087 | $134.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,176 | $140.2K | 0.00% | +3,176 | New |
| MCF Advisors LLC | 3,212 | $142.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 3,266 | $144.1K | 0.02% | +3,266 | New |
| Franklin Resources Inc | 3,305 | $145.8K | 0.00% | +97+3.0% | Added |
| Citadel Advisors LLC | 3,476 | $153.4K | 0.00% | −2,034−36.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,487 | $153.9K | 0.00% | −208−5.6% | Reduced |
| California State Teachers Retirement System | 3,555 | $156.9K | 0.00% | −1,419−28.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,823 | $164.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,039 | $178.2K | 0.00% | −304−7.0% | Reduced |
| Boit C F David | 4,160 | $183.6K | 0.10% | 00.0% | Unchanged |
| Amundi | 4,344 | $185.6K | 0.00% | +1,802+70.9% | Added |
| Brevan Howard Capital Management LP | 4,575 | $201.9K | 0.01% | +4,575 | New |
| Welch Group, LLC | 5,000 | $220.7K | 0.01% | +5,000 | New |
| RSM US Wealth Management LLC | 5,295 | $226.0K | 0.00% | −159−2.9% | Reduced |
| Mercer Global Advisors Inc | 5,555 | $245.1K | 0.00% | −55−1.0% | Reduced |
| Janney Montgomery Scott LLC | 5,606 | $247.0K | 0.00% | −232−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $252.6K | 0.00% | +5,723 | New |
| Northwestern Mutual Wealth Management Co | 5,800 | $256.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,842 | $259.0K | 0.00% | +1,012+21.0% | Added |
| Rathbone Brothers plc | 6,000 | $264.8K | 0.00% | 00.0% | Unchanged |
| Dempze Nancy E | 6,000 | $264.8K | 0.18% | +6,000 | New |
| Altfest L J & Co Inc | 6,000 | $265.0K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,173 | $272.4K | 0.00% | −368−5.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,582 | $284.3K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,457 | $286.2K | 0.01% | +875+15.7% | Added |
| Quantinno Capital Management LP | 6,760 | $298.3K | 0.01% | +6,760 | New |
| Lido Advisors, LLC | 6,800 | $301.6K | 0.00% | −85−1.2% | Reduced |
| Ossiam | 6,846 | $302.1K | 0.01% | +236+3.6% | Added |
| Voya Investment Management LLC | 6,864 | $302.9K | 0.00% | −10,768−61.1% | Reduced |
| JPMorgan Chase & Co | 6,880 | $303.6K | 0.00% | +1,555+29.2% | Added |
| Creative Planning | 7,186 | $317.1K | 0.00% | +147+2.1% | Added |
| American Century Companies Inc | 7,299 | $322.1K | 0.00% | +289+4.1% | Added |