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, Q1 2025
Institutional positions in Brown Forman Corp as of Mar 31, 2025. 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
- 207
- +5 vs. Q4 2024
- Shares held
- 18.9M
- +1.18M (+6.7%) vs. Q4 2024
- Total value
- $632.3M
- −$35.2M (−5.3%) vs. Q4 2024
- New holders
- 30
- 69 more added
- Sold out
- 25
- 61 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 1 | $34 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $59 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $67 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $100 | 0.00% | +1+50.0% | Added |
| Bell Investment Advisors, Inc | 8 | $268 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $303 | 0.00% | +9 | New |
| IFP Advisors, Inc | 11 | $368 | 0.00% | −4−26.7% | Reduced |
| Clearstead Advisors, LLC | 11 | $369 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 13 | $435 | 0.00% | −6−31.6% | Reduced |
| Manchester Capital Management LLC | 22 | $737 | 0.00% | +22 | New |
| Quent Capital, LLC | 25 | $837 | 0.00% | −21−45.7% | Reduced |
| Raffa Wealth Management, LLC | 25 | $837 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Principal Securities, Inc. | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 35 | $1.17K | 0.00% | +35 | New |
| Geneos Wealth Management Inc. | 37 | $1.24K | 0.00% | +37 | New |
| Accredited Wealth Management, LLC | 42 | $1.42K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 83 | $2.78K | 0.00% | −31−27.2% | Reduced |
| Citadel Advisors LLC | 85 | $2.85K | 0.00% | −59,492−99.9% | Reduced |
| Atlantic Trust, LLC | 89 | $2.98K | 0.00% | +89 | New |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 106 | $3.55K | 0.00% | +106 | New |
| MV Capital Management, Inc. | 113 | $3.78K | 0.00% | +103+1,030.0% | Added |
| Golden State Wealth Management, LLC | 120 | $4.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 121 | $4.08K | 0.00% | +121 | New |
| Parkside Financial Bank & Trust | 125 | $4.18K | 0.00% | +61+95.3% | Added |
| Norges Bank | 136 | $4.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 133 | $4.58K | 0.00% | −3,886−96.7% | Reduced |
| Crowley Wealth Management, Inc. | 150 | $5.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 164 | $5.49K | 0.00% | +164 | New |
| BFSG, LLC | 166 | $5.56K | 0.00% | +166 | New |
| Main Street Group, LTD | 180 | $6.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 222 | $7.43K | 0.00% | −53−19.3% | Reduced |
| Bryn Mawr Trust Co | 260 | $8.70K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 270 | $9.04K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 283 | $9.47K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 295 | $9.88K | 0.00% | +295 | New |
| Massmutual Trust Co FSB | 302 | $10.1K | 0.00% | +225+292.2% | Added |
| Caldwell Trust Co | 305 | $10.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 328 | $11.0K | 0.00% | −10−3.0% | Reduced |
| Roble, Belko & Company, Inc | 337 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 470 | $15.7K | 0.00% | −4−0.8% | Reduced |
| Gleason Group, Inc. | 535 | $17.9K | 0.00% | +4+0.8% | Added |
| Assetmark, Inc | 542 | $18.1K | 0.00% | +373+220.7% | Added |
| Fifth Third Bancorp | 548 | $18.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 591 | $19.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $22.0K | 0.00% | +661 | New |
| Tower Research Capital LLC (TRC) | 723 | $24.2K | 0.00% | −6,183−89.5% | Reduced |
| MetLife Investment Management | 875 | $29.3K | 0.00% | +20+2.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 951 | $31.8K | 0.01% | −2,408−71.7% | Reduced |
| Versant Capital Management, Inc | 1,245 | $41.7K | 0.01% | +1,011+432.1% | Added |
| CIBC Private Wealth Group, LLC | 1,379 | $43.2K | 0.00% | −490−26.2% | Reduced |
| Trust Co of Vermont | 1,300 | $43.5K | 0.00% | −3−0.2% | Reduced |
| Huntington National Bank | 1,386 | $46.4K | 0.00% | +244+21.4% | Added |
| Barrett & Company, Inc. | 1,580 | $52.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,595 | $55.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,770 | $59.2K | 0.00% | +954+116.9% | Added |
| Bank of Montreal | 1,930 | $64.6K | 0.00% | −476−19.8% | Reduced |
| Eastern Bank | 2,000 | $66.9K | 0.00% | −800−28.6% | Reduced |
| Comerica Bank | 2,205 | $73.8K | 0.00% | +492+28.7% | Added |
| Deutsche Bank AG | 2,221 | $74.3K | 0.00% | −37,141−94.4% | Reduced |
| Royal Bank of Canada | 2,346 | $79.0K | 0.00% | −1,584−40.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,405 | $80.5K | 0.00% | +515+27.2% | Added |
| California State Teachers Retirement System | 2,411 | $80.7K | 0.00% | −1,200−33.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,539 | $85.0K | 0.00% | +575+29.3% | Added |
| Amalgamated Bank | 2,630 | $88.0K | 0.00% | +6+0.2% | Added |
| Sterling Capital Management LLC | 2,723 | $91.1K | 0.00% | −195−6.7% | Reduced |
| Farther Finance Advisors, LLC | 2,870 | $94.8K | 0.00% | +87+3.1% | Added |
| Citigroup Inc | 2,859 | $95.7K | 0.00% | +1,036+56.8% | Added |
| DekaBank Deutsche Girozentrale | 3,087 | $102.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,114 | $104.2K | 0.00% | +1,607+106.6% | Added |
| MCF Advisors LLC | 3,212 | $108.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $112.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,366 | $113.0K | 0.08% | +1,676+99.2% | Added |
| Independence Bank of Kentucky | 3,455 | $115.6K | 0.02% | −125−3.5% | Reduced |
| Point72 Asset Management, L.P. | 3,555 | $119.0K | 0.00% | −1,724−32.7% | Reduced |
| GAMMA Investing LLC | 3,865 | $129.4K | 0.01% | +652+20.3% | Added |
| Aptus Capital Advisors, LLC | 4,085 | $136.7K | 0.00% | +423+11.6% | Added |
| Glenmede Trust Co NA | 4,122 | $138.0K | 0.00% | +61+1.5% | Added |
| Boit C F David | 4,160 | $139.2K | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,430 | $148.3K | 0.00% | +188+4.4% | Added |
| Advisor Group Holdings, Inc. | 5,187 | $173.7K | 0.00% | +1,602+44.7% | Added |
| CWM, LLC | 5,272 | $176.0K | 0.00% | +1,976+60.0% | Added |
| Arrowstreet Capital, Limited Partnership | 5,707 | $191.0K | 0.00% | +5,707 | New |
| Amundi | 5,980 | $193.8K | 0.00% | +2,476+70.7% | Added |
| Northwestern Mutual Wealth Management Co | 5,804 | $194.3K | 0.00% | +4+0.1% | Added |
| Altfest L J & Co Inc | 6,000 | $200.8K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,085 | $203.7K | 0.00% | +172+2.9% | Added |
| Creative Planning | 6,238 | $208.8K | 0.00% | −283−4.3% | Reduced |
| Aigen Investment Management, LP | 6,296 | $210.7K | 0.03% | +6,296 | New |
| Captrust Financial Advisors | 6,798 | $227.5K | 0.00% | −1,389−17.0% | Reduced |
| Lido Advisors, LLC | 6,800 | $229.1K | 0.00% | −33−0.5% | Reduced |
| Ossiam | 6,955 | $232.8K | 0.00% | −650−8.5% | Reduced |
| Advisory Services Network, LLC | 6,978 | $233.6K | 0.00% | −694−9.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,327 | $245.2K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,519 | $251.7K | 0.00% | −555−6.9% | Reduced |
| Brown Brothers Harriman & Co | 8,040 | $269.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,130 | $272.0K | 0.00% | +979+13.7% | Added |