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, Q3 2024
Institutional positions in Brown Forman Corp as of Sep 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
- 204
- +17 vs. Q2 2024
- Shares held
- 17.9M
- +1.04M (+6.2%) vs. Q2 2024
- Total value
- $859.9M
- +$119.4M (+16.1%) vs. Q2 2024
- New holders
- 29
- 69 more added
- Sold out
- 12
- 50 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 7 | $0 | 0.00% | +7 | New |
| Claris Advisors, LLC | 2 | $96 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $192 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $241 | 0.00% | −1−16.7% | Reduced |
| Bokf, NA | 8 | $367 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $385 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $385 | 0.00% | +8 | New |
| Voisard Asset Management Group, Inc. | 10 | $481 | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 11 | $521 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $817 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 30 | $1.00K | 0.00% | −52−63.4% | Reduced |
| Raffa Wealth Management, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $1.35K | 0.00% | −74−72.5% | Reduced |
| Global Retirement Partners, LLC | 29 | $1.39K | 0.00% | +2+7.4% | Added |
| Manchester Capital Management LLC | 37 | $1.78K | 0.00% | −10−21.3% | Reduced |
| MV Capital Management, Inc. | 38 | $1.83K | 0.00% | +17+81.0% | Added |
| Bruce G. Allen Investments, LLC | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $2.20K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 58 | $2.80K | 0.00% | −474−89.1% | Reduced |
| M&R Capital Management Inc | 95 | $4.57K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 100 | $4.81K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 100 | $5.00K | 0.00% | +20+25.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $5.43K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 114 | $5.48K | 0.00% | −12−9.5% | Reduced |
| FNY Investment Advisers, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Allworth Financial LP | 131 | $6.30K | 0.00% | +4+3.1% | Added |
| Norges Bank | 136 | $6.54K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 148 | $7.12K | 0.00% | +148 | New |
| Smartleaf Asset Management LLC | 173 | $8.20K | 0.00% | +92+113.6% | Added |
| Main Street Group, LTD | 180 | $8.65K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 238 | $11.4K | 0.00% | +9+3.9% | Added |
| Bryn Mawr Trust Co | 260 | $12.5K | 0.00% | +260 | New |
| Massmutual Trust Co FSB | 270 | $13.0K | 0.00% | +109+67.7% | Added |
| Federation des caisses Desjardins du Quebec | 283 | $13.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $14.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 337 | $17.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 362 | $17.4K | 0.00% | −12−3.2% | Reduced |
| AlphaMark Advisors, LLC | 528 | $25.0K | 0.01% | +2+0.4% | Added |
| Gleason Group, Inc. | 529 | $25.4K | 0.00% | +3+0.6% | Added |
| Fifth Third Bancorp | 548 | $26.3K | 0.00% | −201−26.8% | Reduced |
| Independence Bank of Kentucky | 580 | $27.9K | 0.01% | +400+222.2% | Added |
| JNBA Financial Advisors | 591 | $28.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $31.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 785 | $37.7K | 0.00% | −651−45.3% | Reduced |
| MetLife Investment Management | 852 | $41.0K | 0.00% | −20−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 969 | $46.6K | 0.00% | +12+1.3% | Added |
| Huntington National Bank | 1,064 | $51.2K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,155 | $55.5K | 0.00% | +707+157.8% | Added |
| Russell Investments Group, Ltd. | 1,209 | $58.1K | 0.00% | +225+22.9% | Added |
| Trust Co of Vermont | 1,303 | $62.6K | 0.00% | +3+0.2% | Added |
| GAMMA Investing LLC | 1,571 | $75.5K | 0.01% | +1,021+185.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $76.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,845 | $89.0K | 0.06% | +630+51.9% | Added |
| Sterling Capital Management LLC | 1,856 | $89.2K | 0.00% | +1,856 | New |
| CIBC Private Wealth Group, LLC | 1,869 | $89.9K | 0.00% | −1,954−51.1% | Reduced |
| CWM, LLC | 1,877 | $90.0K | 0.00% | +835+80.1% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $90.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,083 | $100.2K | 0.00% | +186+9.8% | Added |
| Bank of Montreal | 2,184 | $103.5K | 0.00% | +376+20.8% | Added |
| Ci Investments Inc. | 2,497 | $120.0K | 0.00% | +242+10.7% | Added |
| Point72 Asset Management, L.P. | 2,500 | $120.2K | 0.00% | −676−21.3% | Reduced |
| Amalgamated Bank | 2,624 | $126.0K | 0.00% | −79−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,711 | $130.4K | 0.00% | −776−22.3% | Reduced |
| Eastern Bank | 2,800 | $134.6K | 0.00% | +2,800 | New |
| Catalyst Funds Management Pty Ltd | 2,800 | $134.6K | 0.03% | +2,800 | New |
| Permit Capital, LLC | 2,880 | $138.5K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,900 | $139.4K | 0.01% | +83+2.9% | Added |
| DekaBank Deutsche Girozentrale | 3,087 | $145.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,204 | $154.0K | 0.00% | +1,221+61.6% | Added |
| MCF Advisors LLC | 3,212 | $155.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,266 | $155.6K | 0.00% | −39−1.2% | Reduced |
| New Republic Capital, LLC | 3,242 | $156.6K | 0.09% | +3,242 | New |
| California State Teachers Retirement System | 3,636 | $174.8K | 0.00% | +81+2.3% | Added |
| Paloma Partners Management Co | 3,920 | $188.5K | 0.01% | +3,920 | New |
| Royal Bank of Canada | 3,953 | $191.0K | 0.00% | +1,746+79.1% | Added |
| Boit C F David | 4,160 | $195.4K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,117 | $197.9K | 0.00% | +78+1.9% | Added |
| Hurlow Wealth Management Group, Inc. | 4,185 | $201.2K | 0.06% | +4,185 | New |
| UBS Asset Management Americas Inc | 4,238 | $203.8K | 0.00% | +4,238 | New |
| Occudo Quantitative Strategies LP | 4,360 | $209.6K | 0.04% | −8,430−65.9% | Reduced |
| Truist Financial Corp | 4,369 | $210.1K | 0.00% | +4,369 | New |
| Welch Group, LLC | 5,000 | $240.4K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,090 | $244.7K | 0.00% | +5,090 | New |
| AQR Capital Management LLC | 5,240 | $251.9K | 0.00% | +5,240 | New |
| Mercer Global Advisors Inc | 5,388 | $257.0K | 0.00% | −167−3.0% | Reduced |
| Janney Montgomery Scott LLC | 5,568 | $268.0K | 0.00% | −38−0.7% | Reduced |
| RSM US Wealth Management LLC | 5,625 | $268.3K | 0.00% | +330+6.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $275.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,820 | $279.8K | 0.00% | +20+0.3% | Added |
| Altfest L J & Co Inc | 6,000 | $288.0K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,000 | $288.5K | 0.00% | 00.0% | Unchanged |
| Dempze Nancy E | 6,000 | $288.5K | 0.16% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,334 | $304.5K | 0.00% | −530−7.7% | Reduced |
| Cresset Asset Management, LLC | 6,317 | $305.1K | 0.00% | +475+8.1% | Added |
| Summit Trail Advisors, LLC | 6,593 | $318.4K | 0.01% | +136+2.1% | Added |
| Lido Advisors, LLC | 6,800 | $326.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 6,909 | $332.2K | 0.06% | +5,793+519.1% | Added |