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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 7,327 | $276.2K | 0.00% | +7,327 | New |
| Ossiam | 7,605 | $286.6K | 0.00% | −1,245−14.1% | Reduced |
| Advisory Services Network, LLC | 7,672 | $289.2K | 0.01% | +22+0.3% | Added |
| American Century Companies Inc | 7,946 | $299.5K | 0.00% | +322+4.2% | Added |
| Brown Brothers Harriman & Co | 8,040 | $303.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,049 | $303.4K | 0.00% | +2,809+53.6% | Added |
| Adviser Investments LLC | 8,074 | $304.3K | 0.00% | −244−2.9% | Reduced |
| Captrust Financial Advisors | 8,187 | $308.6K | 0.00% | −1,593−16.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,394 | $318.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 9,583 | $361.2K | 0.00% | +9,583 | New |
| UBS Group AG | 9,711 | $366.0K | 0.00% | +1,049+12.1% | Added |
| Principal Financial Group Inc | 10,124 | $381.6K | 0.00% | −408−3.9% | Reduced |
| Sippican Capital Advisors | 10,614 | $400.0K | 0.29% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,202 | $422.2K | 0.00% | −231−2.0% | Reduced |
| HSBC Holdings PLC | 11,647 | $437.0K | 0.00% | +11,647 | New |
| Susquehanna International Group, LLP | 12,686 | $478.1K | 0.00% | −23,002−64.5% | Reduced |
| LPL Financial LLC | 12,743 | $480.3K | 0.00% | +316+2.5% | Added |
| Cubist Systematic Strategies, LLC | 13,303 | $501.4K | 0.01% | −7,044−34.6% | Reduced |
| Mariner, LLC | 13,331 | $502.4K | 0.00% | −67−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,404 | $505.2K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 15,979 | $534.8K | 0.07% | −3,947−19.8% | Reduced |
| Pitcairn Co | 14,288 | $538.5K | 0.03% | −766−5.1% | Reduced |
| Howland Capital Management LLC | 15,000 | $568.7K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 15,282 | $576.0K | 0.00% | +2,350+18.2% | Added |
| KPP Advisory Services LLC | 15,788 | $595.0K | 0.14% | −2,000−11.2% | Reduced |
| Alliancebernstein L.P. | 16,016 | $603.6K | 0.00% | −2,311−12.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,059 | $605.3K | 0.01% | −2,600−13.9% | Reduced |
| Public Employees Retirement System of Ohio | 16,724 | $630.3K | 0.00% | −958−5.4% | Reduced |
| HighTower Advisors, LLC | 16,849 | $635.0K | 0.00% | +5,979+55.0% | Added |
| Quantinno Capital Management LP | 17,097 | $644.4K | 0.01% | +6,555+62.2% | Added |
| Parthenon LLC | 17,200 | $648.3K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,200 | $648.3K | 0.03% | +17,200 | New |
| Private Trust Co NA | 18,000 | $678.4K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,505 | $697.5K | 0.00% | +18,505 | New |
| Pinebridge Investments, L.P. | 18,988 | $715.7K | 0.01% | +973+5.4% | Added |
| Daymark Wealth Partners, LLC | 19,979 | $753.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 20,300 | $765.1K | 0.00% | +20,300 | New |
| Atlas Brown,Inc. | 20,351 | $767.0K | 0.26% | 00.0% | Unchanged |
| Invesco Ltd. | 20,867 | $786.5K | 0.00% | +1,473+7.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,269 | $801.6K | 0.31% | −400−1.8% | Reduced |
| Treasurer of the State of North Carolina | 21,410 | $807.0K | 0.00% | +140+0.7% | Added |
| USS Investment Management Ltd | 21,694 | $817.1K | 0.01% | −19,108−46.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 22,599 | $851.8K | 0.21% | +19,799+707.1% | Added |
| Stephens Consulting, LLC | 23,494 | $885.5K | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 23,886 | $900.3K | 0.00% | −358−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 24,481 | $923.0K | 0.00% | +2,144+9.6% | Added |
| Advisors Capital Management, LLC | 24,942 | $940.1K | 0.01% | 00.0% | Unchanged |
| American Investment Services, Inc. | 25,734 | $969.9K | 0.17% | −932−3.5% | Reduced |
| EP Wealth Advisors, LLC | 25,959 | $978.4K | 0.01% | −665−2.5% | Reduced |
| Kennon-Green & Company, LLC | 26,382 | $994.3K | 0.86% | +51+0.2% | Added |
| Jarislowsky, Fraser Ltd | 26,438 | $996.4K | 0.01% | −4,120−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 27,835 | $1.05M | 0.00% | +27,835 | New |
| Malaga Cove Capital, LLC | 29,322 | $1.11M | 0.43% | +6,384+27.8% | Added |
| Millennium Management LLC | 31,940 | $1.20M | 0.00% | −80,554−71.6% | Reduced |
| Schulhoff & Co Inc | 31,950 | $1.20M | 0.54% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 32,400 | $1.22M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 32,844 | $1.24M | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 33,000 | $1.24M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 33,426 | $1.26M | 0.00% | −571−1.7% | Reduced |
| Sone Capital Management, LLC | 33,611 | $1.27M | 0.16% | +33,611 | New |
| Ethic Inc. | 34,136 | $1.29M | 0.03% | +8,410+32.7% | Added |
| Price T Rowe Associates Inc | 36,000 | $1.36M | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 36,509 | $1.38M | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 37,250 | $1.40M | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 39,362 | $1.48M | 0.00% | +28,478+261.7% | Added |
| Wells Fargo & Company | 43,962 | $1.66M | 0.00% | +17,672+67.2% | Added |
| Goldman Sachs Group Inc | 45,719 | $1.72M | 0.00% | −85,667−65.2% | Reduced |
| US Bancorp | 46,240 | $1.74M | 0.00% | +10,495+29.4% | Added |
| Sather Financial Group Inc | 46,263 | $1.74M | 0.11% | +35,252+320.2% | Added |
| Pathstone Holdings, LLC | 48,232 | $1.82M | 0.01% | +377+0.8% | Added |
| Jane Street Group, LLC | 48,791 | $1.84M | 0.00% | −39,713−44.9% | Reduced |
| Bank of America Corp | 51,255 | $1.93M | 0.00% | −6,889−11.8% | Reduced |
| Citadel Advisors LLC | 59,577 | $2.25M | 0.00% | +49,329+481.4% | Added |
| HRT Financial LP | 63,376 | $2.39M | 0.01% | −113,964−64.3% | Reduced |
| Canada Pension Plan Investment Board | 66,309 | $2.50M | 0.00% | +28,755+76.6% | Added |
| King Luther Capital Management Corp | 66,500 | $2.51M | 0.01% | +3,000+4.7% | Added |
| Harvey Investment Co LLC | 85,524 | $3.22M | 0.37% | −16,500−16.2% | Reduced |
| Rhumbline Advisers | 86,078 | $3.24M | 0.00% | +3,117+3.8% | Added |
| Nuveen Asset Management, LLC | 89,178 | $3.36M | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 91,661 | $3.45M | 0.12% | −5,755−5.9% | Reduced |
| Brown Advisory Inc | 93,329 | $3.52M | 0.00% | −3,840−4.0% | Reduced |
| Wealthfront Advisers LLC | 98,008 | $3.69M | 0.01% | +98,008 | New |
| Renaissance Technologies LLC | 102,676 | $3.87M | 0.01% | +700+0.7% | Added |
| Legal & General Group Plc | 105,897 | $3.99M | 0.00% | −7,492−6.6% | Reduced |
| Grace & White Inc | 109,173 | $4.11M | 0.77% | +12,618+13.1% | Added |
| State Street Corp | 118,903 | $4.51M | 0.00% | +10,553+9.7% | Added |
| State of Wisconsin Investment Board | 136,186 | $5.13M | 0.01% | +136,186 | New |
| Northern Trust Corp | 140,022 | $5.28M | 0.00% | −11,125−7.4% | Reduced |
| Poinciana Advisors Group, LLC | 156,832 | $5.91M | 5.99% | +156,832 | New |
| Baird Financial Group, Inc. | 160,561 | $6.05M | 0.01% | −3,073−1.9% | Reduced |
| Cerity Partners LLC | 214,157 | $8.12M | 0.02% | +25,930+13.8% | Added |
| Dimensional Fund Advisors LP | 215,726 | $8.13M | 0.00% | −1,755−0.8% | Reduced |
| Bessemer Group Inc | 236,398 | $8.91M | 0.01% | −498−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 240,554 | $9.07M | 0.09% | −6,400−2.6% | Reduced |
| New York State Common Retirement Fund | 315,060 | $11.9M | 0.02% | −221,556−41.3% | Reduced |
| Morgan Stanley | 369,488 | $13.9M | 0.00% | −22,428−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 442,248 | $16.7M | 0.01% | +1,379+0.3% | Added |
| Geode Capital Management, LLC | 457,103 | $17.2M | 0.00% | −8,926−1.9% | Reduced |
| Bank of New York Mellon Corp | 461,695 | $17.4M | 0.00% | +144,253+45.4% | Added |
| Glenview Trust Co | 501,191 | $18.9M | 0.35% | −4,263−0.8% | Reduced |