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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 8,049 | $303.4K | 0.00% | +2,809+53.6% | Added |
| Brown Brothers Harriman & Co | 8,040 | $303.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 7,946 | $299.5K | 0.00% | +322+4.2% | Added |
| Advisory Services Network, LLC | 7,672 | $289.2K | 0.01% | +22+0.3% | Added |
| Ossiam | 7,605 | $286.6K | 0.00% | −1,245−14.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,327 | $276.2K | 0.00% | +7,327 | New |
| Ci Investments Inc. | 7,151 | $270.0K | 0.00% | +4,654+186.4% | Added |
| Tower Research Capital LLC (TRC) | 6,906 | $260.3K | 0.01% | −2,968−30.1% | Reduced |
| Lido Advisors, LLC | 6,833 | $259.1K | 0.00% | +33+0.5% | Added |
| Verition Fund Management LLC | 6,818 | $257.0K | 0.00% | +1,728+33.9% | Added |
| UBS Asset Management Americas Inc | 6,669 | $251.4K | 0.00% | +2,431+57.4% | Added |
| JPMorgan Chase & Co | 6,600 | $248.8K | 0.00% | −2,507−27.5% | Reduced |
| Creative Planning | 6,521 | $245.8K | 0.00% | −690−9.6% | 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 |
| Voya Investment Management LLC | 5,913 | $222.9K | 0.00% | −421−6.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,800 | $218.6K | 0.00% | −20−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,723 | $215.7K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 5,600 | $211.1K | 0.01% | +5,500+5,500.0% | Added |
| Point72 Asset Management, L.P. | 5,279 | $198.9K | 0.00% | +2,779+111.2% | Added |
| Franklin Resources Inc | 4,242 | $159.9K | 0.00% | +976+29.9% | Added |
| Boit C F David | 4,160 | $156.8K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,061 | $153.1K | 0.00% | −56−1.4% | Reduced |
| Royal Bank of Canada | 3,930 | $148.0K | 0.00% | −23−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,662 | $138.0K | 0.00% | +3,662 | New |
| California State Teachers Retirement System | 3,611 | $136.1K | 0.00% | −25−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,585 | $135.2K | 0.00% | +874+32.2% | Added |
| Independence Bank of Kentucky | 3,580 | $134.9K | 0.02% | +3,000+517.2% | Added |
| Allworth Financial LP | 4,019 | $132.1K | 0.00% | +3,888+2,967.9% | Added |
| MAI Capital Management | 3,362 | $126.7K | 0.00% | +3,362 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,359 | $126.6K | 0.03% | −3,550−51.4% | Reduced |
| Amundi | 3,504 | $124.3K | 0.00% | −25,623−88.0% | Reduced |
| CWM, LLC | 3,296 | $124.0K | 0.00% | +1,419+75.6% | Added |
| MCF Advisors LLC | 3,212 | $121.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,213 | $121.1K | 0.01% | +1,642+104.5% | Added |
| DekaBank Deutsche Girozentrale | 3,087 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,918 | $110.0K | 0.00% | +1,062+57.2% | Added |
| Permit Capital, LLC | 2,880 | $108.5K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 2,800 | $105.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,783 | $104.9K | 0.00% | −117−4.0% | Reduced |
| Amalgamated Bank | 2,624 | $99.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 2,406 | $90.7K | 0.00% | +222+10.2% | Added |
| BNP Paribas Arbitrage, SA | 1,964 | $74.0K | 0.00% | +995+102.7% | Added |
| EverSource Wealth Advisors, LLC | 1,890 | $71.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,823 | $68.7K | 0.00% | −1,381−43.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,869 | $66.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,713 | $64.6K | 0.00% | −370−17.8% | Reduced |
| Covestor Ltd | 1,690 | $64.0K | 0.04% | −155−8.4% | Reduced |
| Barrett & Company, Inc. | 1,580 | $59.5K | 0.03% | +1,580 | New |
| Russell Investments Group, Ltd. | 1,507 | $56.8K | 0.00% | +298+24.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $54.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,303 | $49.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,142 | $43.0K | 0.00% | +78+7.3% | Added |
| Point72 Hong Kong Ltd | 996 | $37.5K | 0.00% | +996 | New |
| MetLife Investment Management | 855 | $32.2K | 0.00% | +3+0.4% | Added |
| Barclays PLC | 816 | $30.8K | 0.00% | +31+3.9% | Added |
| Riverview Trust Co | 645 | $24.3K | 0.02% | +645 | New |
| JNBA Financial Advisors | 591 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 548 | $20.7K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 540 | $20.4K | 0.01% | +540 | New |
| Gleason Group, Inc. | 531 | $20.0K | 0.00% | +2+0.4% | Added |
| AlphaMark Advisors, LLC | 531 | $20.0K | 0.01% | +3+0.6% | Added |
| National Bank of Canada | 474 | $17.9K | 0.00% | +236+99.2% | Added |
| R Squared Ltd | 460 | $17.3K | 0.02% | +460 | New |
| Capital Advisors, Ltd. LLC | 374 | $14.0K | 0.00% | +274+274.0% | Added |
| Roble, Belko & Company, Inc | 337 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 338 | $12.7K | 0.00% | −24−6.6% | Reduced |
| Caldwell Trust Co | 305 | $11.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 283 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 275 | $10.4K | 0.00% | +275 | New |
| Putney Financial Group LLC | 270 | $10.2K | 0.01% | +270 | New |
| Bryn Mawr Trust Co | 260 | $9.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 234 | $8.82K | 0.00% | +234 | New |
| Main Street Group, LTD | 180 | $6.79K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 174 | $6.54K | 0.00% | +1+0.6% | Added |
| Assetmark, Inc | 169 | $6.37K | 0.00% | +169 | New |
| Crowley Wealth Management, Inc. | 150 | $5.65K | 0.00% | +150 | New |
| Norges Bank | 136 | $5.13K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 120 | $4.52K | 0.00% | +120 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 119 | $4.49K | 0.00% | +6+5.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 114 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | −40−28.6% | Reduced |
| Massmutual Trust Co FSB | 77 | $2.90K | 0.00% | −193−71.5% | Reduced |
| Parkside Financial Bank & Trust | 64 | $2.41K | 0.00% | +36+128.6% | Added |
| Quent Capital, LLC | 46 | $1.72K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 42 | $1.59K | 0.00% | +42 | New |
| Principal Securities, Inc. | 28 | $1.05K | 0.00% | +11+64.7% | Added |
| Carolinas Wealth Consulting LLC | 25 | $948 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $942 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $716 | 0.00% | +11+137.5% | Added |
| Cassady Schiller Wealth Management, LLC | 18 | $678 | 0.00% | +18 | New |
| IFP Advisors, Inc | 15 | $566 | 0.00% | +11+275.0% | Added |
| Bruce G. Allen Investments, LLC | 13 | $490 | 0.00% | −29−69.0% | Reduced |
| MV Capital Management, Inc. | 10 | $377 | 0.00% | −28−73.7% | Reduced |
| Proequities, Inc. | 11 | $361 | 0.00% | −47−81.0% | Reduced |
| 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 |