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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 7,624 | $366.6K | 0.00% | +325+4.5% | Added |
| Creative Planning | 7,211 | $346.7K | 0.00% | +25+0.3% | Added |
| Advisory Services Network, LLC | 7,650 | $337.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,004 | $336.8K | 0.02% | +7,004 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,909 | $332.2K | 0.06% | +5,793+519.1% | Added |
| Lido Advisors, LLC | 6,800 | $326.9K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,593 | $318.4K | 0.01% | +136+2.1% | Added |
| Cresset Asset Management, LLC | 6,317 | $305.1K | 0.00% | +475+8.1% | Added |
| Voya Investment Management LLC | 6,334 | $304.5K | 0.00% | −530−7.7% | Reduced |
| Rathbone Brothers plc | 6,000 | $288.5K | 0.00% | 00.0% | Unchanged |
| Dempze Nancy E | 6,000 | $288.5K | 0.16% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,000 | $288.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,820 | $279.8K | 0.00% | +20+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $275.2K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,625 | $268.3K | 0.00% | +330+6.2% | Added |
| Janney Montgomery Scott LLC | 5,568 | $268.0K | 0.00% | −38−0.7% | Reduced |
| Mercer Global Advisors Inc | 5,388 | $257.0K | 0.00% | −167−3.0% | Reduced |
| AQR Capital Management LLC | 5,240 | $251.9K | 0.00% | +5,240 | New |
| Verition Fund Management LLC | 5,090 | $244.7K | 0.00% | +5,090 | New |
| Welch Group, LLC | 5,000 | $240.4K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 4,369 | $210.1K | 0.00% | +4,369 | New |
| Occudo Quantitative Strategies LP | 4,360 | $209.6K | 0.04% | −8,430−65.9% | Reduced |
| UBS Asset Management Americas Inc | 4,238 | $203.8K | 0.00% | +4,238 | New |
| Hurlow Wealth Management Group, Inc. | 4,185 | $201.2K | 0.06% | +4,185 | New |
| Glenmede Trust Co NA | 4,117 | $197.9K | 0.00% | +78+1.9% | Added |
| Boit C F David | 4,160 | $195.4K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,953 | $191.0K | 0.00% | +1,746+79.1% | Added |
| Paloma Partners Management Co | 3,920 | $188.5K | 0.01% | +3,920 | New |
| California State Teachers Retirement System | 3,636 | $174.8K | 0.00% | +81+2.3% | Added |
| New Republic Capital, LLC | 3,242 | $156.6K | 0.09% | +3,242 | New |
| Franklin Resources Inc | 3,266 | $155.6K | 0.00% | −39−1.2% | Reduced |
| MCF Advisors LLC | 3,212 | $155.1K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,204 | $154.0K | 0.00% | +1,221+61.6% | Added |
| DekaBank Deutsche Girozentrale | 3,087 | $145.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,900 | $139.4K | 0.01% | +83+2.9% | Added |
| Permit Capital, LLC | 2,880 | $138.5K | 0.04% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 2,711 | $130.4K | 0.00% | −776−22.3% | Reduced |
| Amalgamated Bank | 2,624 | $126.0K | 0.00% | −79−2.9% | Reduced |
| Point72 Asset Management, L.P. | 2,500 | $120.2K | 0.00% | −676−21.3% | Reduced |
| Ci Investments Inc. | 2,497 | $120.0K | 0.00% | +242+10.7% | Added |
| Bank of Montreal | 2,184 | $103.5K | 0.00% | +376+20.8% | Added |
| Comerica Bank | 2,083 | $100.2K | 0.00% | +186+9.8% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $90.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,877 | $90.0K | 0.00% | +835+80.1% | Added |
| CIBC Private Wealth Group, LLC | 1,869 | $89.9K | 0.00% | −1,954−51.1% | Reduced |
| Sterling Capital Management LLC | 1,856 | $89.2K | 0.00% | +1,856 | New |
| Covestor Ltd | 1,845 | $89.0K | 0.06% | +630+51.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $76.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,571 | $75.5K | 0.01% | +1,021+185.6% | Added |
| Trust Co of Vermont | 1,303 | $62.6K | 0.00% | +3+0.2% | Added |
| Russell Investments Group, Ltd. | 1,209 | $58.1K | 0.00% | +225+22.9% | Added |
| Point72 (DIFC) Ltd | 1,155 | $55.5K | 0.00% | +707+157.8% | Added |
| Huntington National Bank | 1,064 | $51.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 969 | $46.6K | 0.00% | +12+1.3% | Added |
| MetLife Investment Management | 852 | $41.0K | 0.00% | −20−2.3% | Reduced |
| Barclays PLC | 785 | $37.7K | 0.00% | −651−45.3% | Reduced |
| NBC Securities, Inc. | 661 | $31.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 591 | $28.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 580 | $27.9K | 0.01% | +400+222.2% | Added |
| Fifth Third Bancorp | 548 | $26.3K | 0.00% | −201−26.8% | Reduced |
| Gleason Group, Inc. | 529 | $25.4K | 0.00% | +3+0.6% | Added |
| AlphaMark Advisors, LLC | 528 | $25.0K | 0.01% | +2+0.4% | Added |
| Corebridge Financial, Inc. | 362 | $17.4K | 0.00% | −12−3.2% | Reduced |
| Roble, Belko & Company, Inc | 337 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $14.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 283 | $13.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 270 | $13.0K | 0.00% | +109+67.7% | Added |
| Bryn Mawr Trust Co | 260 | $12.5K | 0.00% | +260 | New |
| National Bank of Canada | 238 | $11.4K | 0.00% | +9+3.9% | Added |
| Main Street Group, LTD | 180 | $8.65K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 173 | $8.20K | 0.00% | +92+113.6% | Added |
| Umb Bank N A | 148 | $7.12K | 0.00% | +148 | New |
| Norges Bank | 136 | $6.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 131 | $6.30K | 0.00% | +4+3.1% | Added |
| FNY Investment Advisers, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 114 | $5.48K | 0.00% | −12−9.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $5.43K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $5.00K | 0.00% | +20+25.0% | Added |
| Financial Perspectives, Inc | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 100 | $4.81K | 0.00% | +100 | New |
| M&R Capital Management Inc | 95 | $4.57K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 58 | $2.80K | 0.00% | −474−89.1% | Reduced |
| Quent Capital, LLC | 46 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 38 | $1.83K | 0.00% | +17+81.0% | Added |
| Manchester Capital Management LLC | 37 | $1.78K | 0.00% | −10−21.3% | Reduced |
| Global Retirement Partners, LLC | 29 | $1.39K | 0.00% | +2+7.4% | Added |
| Parkside Financial Bank & Trust | 28 | $1.35K | 0.00% | −74−72.5% | Reduced |
| Carolinas Wealth Consulting LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 30 | $1.00K | 0.00% | −52−63.4% | Reduced |
| Principal Securities, Inc. | 17 | $817 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $521 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $481 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 8 | $385 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $385 | 0.00% | +8 | New |
| Bokf, NA | 8 | $367 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $241 | 0.00% | −1−16.7% | Reduced |