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 |
|---|---|---|---|---|---|
| Dempze Nancy E | 6,000 | $264.8K | 0.18% | +6,000 | New |
| Cresset Asset Management, LLC | 5,842 | $259.0K | 0.00% | +1,012+21.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,800 | $256.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $252.6K | 0.00% | +5,723 | New |
| Janney Montgomery Scott LLC | 5,606 | $247.0K | 0.00% | −232−4.0% | Reduced |
| Mercer Global Advisors Inc | 5,555 | $245.1K | 0.00% | −55−1.0% | Reduced |
| RSM US Wealth Management LLC | 5,295 | $226.0K | 0.00% | −159−2.9% | Reduced |
| Welch Group, LLC | 5,000 | $220.7K | 0.01% | +5,000 | New |
| Brevan Howard Capital Management LP | 4,575 | $201.9K | 0.01% | +4,575 | New |
| Amundi | 4,344 | $185.6K | 0.00% | +1,802+70.9% | Added |
| Boit C F David | 4,160 | $183.6K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,039 | $178.2K | 0.00% | −304−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,823 | $164.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,555 | $156.9K | 0.00% | −1,419−28.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,487 | $153.9K | 0.00% | −208−5.6% | Reduced |
| Citadel Advisors LLC | 3,476 | $153.4K | 0.00% | −2,034−36.9% | Reduced |
| Franklin Resources Inc | 3,305 | $145.8K | 0.00% | +97+3.0% | Added |
| Quest Partners LLC | 3,266 | $144.1K | 0.02% | +3,266 | New |
| MCF Advisors LLC | 3,212 | $142.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,176 | $140.2K | 0.00% | +3,176 | New |
| DekaBank Deutsche Girozentrale | 3,087 | $134.0K | 0.00% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,880 | $127.1K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,817 | $120.8K | 0.01% | +53+1.9% | Added |
| Amalgamated Bank | 2,703 | $119.0K | 0.00% | −441−14.0% | Reduced |
| Ci Investments Inc. | 2,255 | $100.0K | 0.00% | +107+5.0% | Added |
| Royal Bank of Canada | 2,207 | $96.0K | 0.00% | +693+45.8% | Added |
| Citigroup Inc | 1,983 | $87.5K | 0.00% | +474+31.4% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $86.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,897 | $83.7K | 0.00% | +244+14.8% | Added |
| Bank of Montreal | 1,808 | $79.8K | 0.00% | −371−17.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $70.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,580 | $69.7K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 1,436 | $63.4K | 0.00% | +1,043+265.4% | Added |
| Trust Co of Vermont | 1,300 | $57.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,215 | $54.0K | 0.04% | +162+15.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,116 | $49.2K | 0.01% | +1,116 | New |
| Huntington National Bank | 1,064 | $47.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,042 | $46.0K | 0.00% | −114−9.9% | Reduced |
| Russell Investments Group, Ltd. | 984 | $43.4K | 0.00% | −2,324−70.3% | Reduced |
| BNP Paribas Arbitrage, SA | 957 | $42.2K | 0.00% | −817−46.1% | Reduced |
| MetLife Investment Management | 872 | $38.5K | 0.00% | −1,686−65.9% | Reduced |
| Fifth Third Bancorp | 749 | $33.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $29.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 591 | $26.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 550 | $24.3K | 0.00% | +492+848.3% | Added |
| Proequities, Inc. | 532 | $23.6K | 0.00% | −261−32.9% | Reduced |
| Gleason Group, Inc. | 526 | $23.2K | 0.00% | +2+0.4% | Added |
| AlphaMark Advisors, LLC | 526 | $23.0K | 0.01% | +2+0.4% | Added |
| Point72 (DIFC) Ltd | 448 | $19.8K | 0.00% | +448 | New |
| Corebridge Financial, Inc. | 374 | $16.5K | 0.00% | +374 | New |
| Roble, Belko & Company, Inc | 337 | $15.0K | 0.00% | +337 | New |
| Macquarie Group Ltd | 315 | $13.9K | 0.00% | +315 | New |
| Caldwell Trust Co | 305 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 293 | $12.9K | 0.00% | +26+9.7% | Added |
| Federation des caisses Desjardins du Quebec | 283 | $12.5K | 0.00% | +283 | New |
| National Bank of Canada | 229 | $9.82K | 0.00% | +35+18.0% | Added |
| Independence Bank of Kentucky | 180 | $7.94K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 180 | $7.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $7.11K | 0.00% | +26+19.3% | Added |
| Norges Bank | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $5.63K | 0.00% | −29−18.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 126 | $5.56K | 0.00% | +126 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $4.99K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $4.50K | 0.00% | +68+200.0% | Added |
| Financial Perspectives, Inc | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 95 | $4.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 80 | $4.00K | 0.00% | +80 | New |
| Smartleaf Asset Management LLC | 81 | $3.52K | 0.00% | +81 | New |
| EntryPoint Capital, LLC | 72 | $3.18K | 0.00% | −934−92.8% | Reduced |
| Simplex Trading, LLC | 82 | $3.00K | 0.00% | +82 | New |
| Manchester Capital Management LLC | 47 | $2.08K | 0.00% | +47 | New |
| Quent Capital, LLC | 46 | $2.02K | 0.00% | +1+2.2% | Added |
| Bruce G. Allen Investments, LLC | 42 | $1.85K | 0.00% | +30+250.0% | Added |
| Global Retirement Partners, LLC | 27 | $1.19K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 25 | $1.10K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $927 | 0.00% | +21 | New |
| Principal Securities, Inc. | 17 | $750 | 0.00% | +2+13.3% | Added |
| Jones Financial Companies LLLP | 11 | $485 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 8 | $354 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $265 | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 4 | $177 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $133 | 0.00% | −1−25.0% | Reduced |
| Creekmur Asset Management LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3 | $132 | 0.00% | −17−85.0% | Reduced |
| Nisa Investment Advisors, LLC | 0 | $98 | 0.00% | −450−100.0% | Reduced |
| TFC Financial Management | 1 | $45 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −9,972−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −5,155−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |