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, Q4 2024
Institutional positions in Brown Forman Corp as of Dec 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
- 206
- +5 vs. Q3 2024
- Shares held
- 17.8M
- −65.9K (−0.4%) vs. Q3 2024
- Total value
- $670.8M
- −$188.1M (−21.9%) vs. Q3 2024
- New holders
- 31
- 62 more added
- Sold out
- 26
- 65 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +1+14.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| Global Financial Private Client, LLC | 2 | $75 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $76 | 0.00% | −3−60.0% | Reduced |
| Colonial Trust Co | 3 | $113 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $302 | 0.00% | −21−72.4% | Reduced |
| Bell Investment Advisors, Inc | 8 | $302 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $302 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 8 | $302 | 0.00% | +8 | New |
| Proequities, Inc. | 11 | $361 | 0.00% | −47−81.0% | Reduced |
| MV Capital Management, Inc. | 10 | $377 | 0.00% | −28−73.7% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $490 | 0.00% | −29−69.0% | Reduced |
| IFP Advisors, Inc | 15 | $566 | 0.00% | +11+275.0% | Added |
| Cassady Schiller Wealth Management, LLC | 18 | $678 | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 19 | $716 | 0.00% | +11+137.5% | Added |
| Raffa Wealth Management, LLC | 25 | $942 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $948 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 28 | $1.05K | 0.00% | +11+64.7% | Added |
| Accredited Wealth Management, LLC | 42 | $1.59K | 0.00% | +42 | New |
| Quent Capital, LLC | 46 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $2.41K | 0.00% | +36+128.6% | Added |
| Massmutual Trust Co FSB | 77 | $2.90K | 0.00% | −193−71.5% | Reduced |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | −40−28.6% | Reduced |
| Financial Perspectives, Inc | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 114 | $4.30K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 119 | $4.49K | 0.00% | +6+5.3% | Added |
| Golden State Wealth Management, LLC | 120 | $4.52K | 0.00% | +120 | New |
| Norges Bank | 136 | $5.13K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $5.65K | 0.00% | +150 | New |
| Assetmark, Inc | 169 | $6.37K | 0.00% | +169 | New |
| Smartleaf Asset Management LLC | 174 | $6.54K | 0.00% | +1+0.6% | Added |
| Main Street Group, LTD | 180 | $6.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 234 | $8.82K | 0.00% | +234 | New |
| Bryn Mawr Trust Co | 260 | $9.80K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 270 | $10.2K | 0.01% | +270 | New |
| Parallel Advisors, LLC | 275 | $10.4K | 0.00% | +275 | New |
| Federation des caisses Desjardins du Quebec | 283 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 305 | $11.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 338 | $12.7K | 0.00% | −24−6.6% | Reduced |
| Roble, Belko & Company, Inc | 337 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 374 | $14.0K | 0.00% | +274+274.0% | Added |
| R Squared Ltd | 460 | $17.3K | 0.02% | +460 | New |
| National Bank of Canada | 474 | $17.9K | 0.00% | +236+99.2% | Added |
| AlphaMark Advisors, LLC | 531 | $20.0K | 0.01% | +3+0.6% | Added |
| Gleason Group, Inc. | 531 | $20.0K | 0.00% | +2+0.4% | Added |
| Curio Wealth, LLC | 540 | $20.4K | 0.01% | +540 | New |
| Fifth Third Bancorp | 548 | $20.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 591 | $22.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 645 | $24.3K | 0.02% | +645 | New |
| Barclays PLC | 816 | $30.8K | 0.00% | +31+3.9% | Added |
| MetLife Investment Management | 855 | $32.2K | 0.00% | +3+0.4% | Added |
| Point72 Hong Kong Ltd | 996 | $37.5K | 0.00% | +996 | New |
| Huntington National Bank | 1,142 | $43.0K | 0.00% | +78+7.3% | Added |
| Trust Co of Vermont | 1,303 | $49.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $54.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,507 | $56.8K | 0.00% | +298+24.6% | Added |
| Barrett & Company, Inc. | 1,580 | $59.5K | 0.03% | +1,580 | New |
| Covestor Ltd | 1,690 | $64.0K | 0.04% | −155−8.4% | Reduced |
| Comerica Bank | 1,713 | $64.6K | 0.00% | −370−17.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,869 | $66.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,823 | $68.7K | 0.00% | −1,381−43.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,890 | $71.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,964 | $74.0K | 0.00% | +995+102.7% | Added |
| Bank of Montreal | 2,406 | $90.7K | 0.00% | +222+10.2% | Added |
| Amalgamated Bank | 2,624 | $99.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,783 | $104.9K | 0.00% | −117−4.0% | Reduced |
| Eastern Bank | 2,800 | $105.5K | 0.00% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,880 | $108.5K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,918 | $110.0K | 0.00% | +1,062+57.2% | Added |
| DekaBank Deutsche Girozentrale | 3,087 | $116.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,213 | $121.1K | 0.01% | +1,642+104.5% | Added |
| MCF Advisors LLC | 3,212 | $121.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,296 | $124.0K | 0.00% | +1,419+75.6% | Added |
| Amundi | 3,504 | $124.3K | 0.00% | −25,623−88.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,359 | $126.6K | 0.03% | −3,550−51.4% | Reduced |
| MAI Capital Management | 3,362 | $126.7K | 0.00% | +3,362 | New |
| Allworth Financial LP | 4,019 | $132.1K | 0.00% | +3,888+2,967.9% | Added |
| Independence Bank of Kentucky | 3,580 | $134.9K | 0.02% | +3,000+517.2% | Added |
| Advisor Group Holdings, Inc. | 3,585 | $135.2K | 0.00% | +874+32.2% | Added |
| California State Teachers Retirement System | 3,611 | $136.1K | 0.00% | −25−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 3,662 | $138.0K | 0.00% | +3,662 | New |
| Royal Bank of Canada | 3,930 | $148.0K | 0.00% | −23−0.6% | Reduced |
| Glenmede Trust Co NA | 4,061 | $153.1K | 0.00% | −56−1.4% | Reduced |
| Boit C F David | 4,160 | $156.8K | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,242 | $159.9K | 0.00% | +976+29.9% | Added |
| Point72 Asset Management, L.P. | 5,279 | $198.9K | 0.00% | +2,779+111.2% | Added |
| Crestline Management, LP | 5,600 | $211.1K | 0.01% | +5,500+5,500.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $215.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,800 | $218.6K | 0.00% | −20−0.3% | Reduced |
| Voya Investment Management LLC | 5,913 | $222.9K | 0.00% | −421−6.6% | Reduced |
| Rathbone Brothers plc | 6,000 | $226.1K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,000 | $226.1K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 6,521 | $245.8K | 0.00% | −690−9.6% | Reduced |
| JPMorgan Chase & Co | 6,600 | $248.8K | 0.00% | −2,507−27.5% | Reduced |
| UBS Asset Management Americas Inc | 6,669 | $251.4K | 0.00% | +2,431+57.4% | Added |
| Verition Fund Management LLC | 6,818 | $257.0K | 0.00% | +1,728+33.9% | Added |
| Lido Advisors, LLC | 6,833 | $259.1K | 0.00% | +33+0.5% | Added |
| Tower Research Capital LLC (TRC) | 6,906 | $260.3K | 0.01% | −2,968−30.1% | Reduced |
| Ci Investments Inc. | 7,151 | $270.0K | 0.00% | +4,654+186.4% | Added |