Brown Forman Corp
BF.B- 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; 597 institutions reported holding it in 13F filings for Q2 2026, worth $5.31B in total; 4 superinvestors hold it, including Lindsell Train and Gardner Russo & Quinn.
Other share classesBF.A
13F holders, Q2 2021
Institutional positions in Brown Forman Corp as of Jun 30, 2021. 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
- 634
- −1 vs. Q1 2021
- Shares held
- 151.8M
- +2.63M (+1.8%) vs. Q1 2021
- Total value
- $11.3B
- +$1.08B (+10.5%) vs. Q1 2021
- New holders
- 60
- 202 more added
- Sold out
- 61
- 227 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BF.B 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 | 597 | $5.31B |
| Q1 2026 | 582 | $5.35B |
| Q4 2025 | 643 | $5.72B |
| Q3 2025 | 628 | $5.82B |
| Q2 2025 | 641 | $5.31B |
| Q1 2025 | 644 | $6.73B |
| Q4 2024 | 639 | $7.02B |
| Q3 2024 | 615 | $9.19B |
| Q2 2024 | 588 | $7.50B |
| Q1 2024 | 615 | $8.39B |
| Q4 2023 | 617 | $9.11B |
| Q3 2023 | 624 | $9.20B |
| Q2 2023 | 655 | $10.5B |
| Q1 2023 | 661 | $9.84B |
| Q4 2022 | 679 | $10.0B |
| Q3 2022 | 663 | $10.1B |
| Q2 2022 | 661 | $10.5B |
| Q1 2022 | 658 | $10.1B |
| Q4 2021 | 654 | $11.0B |
| Q3 2021 | 614 | $10.2B |
| Q2 2021 | 634 | $11.3B |
| Q1 2021 | 640 | $10.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $749 | 0.00% | +10 | New |
| Exane Derivatives | 11 | $793 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.00K | 0.00% | −67−84.8% | Reduced |
| M&R Capital Management Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | +7 | New |
| Ford Financial Group, LLC | 22 | $1.00K | 0.00% | +22 | New |
| San Francisco Sentry Investment Group (Ca) | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $2.00K | 0.00% | +25 | New |
| Red Door Wealth Management, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Standard Family Office LLC | 22 | $2.00K | 0.00% | +22 | New |
| Lowe Wealth Advisors, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | New |
| Raffa Wealth Management, LLC | 57 | $4.27K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 67 | $4.72K | 0.00% | +67 | New |
| Lenox Wealth Advisors, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $5.00K | 0.00% | −10−14.1% | Reduced |
| Enterprise Financial Services Corp | 66 | $5.00K | 0.00% | +9+15.8% | Added |
| First Horizon Corp | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 78 | $6.00K | 0.00% | +78 | New |
| Ossiam | 92 | $7.00K | 0.00% | −2,790−96.8% | Reduced |
| Earnest Partners LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | +100 | New |
| HM Payson & Co | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 176 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 176 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 191 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 191 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 191 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 187 | $14.0K | 0.01% | −55−22.7% | Reduced |
| CWM, LLC | 194 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 195 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexavest Inc. | 209 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 210 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 222 | $16.0K | 0.00% | +112+101.8% | Added |
| Key Financial Inc | 227 | $16.0K | 0.01% | +227 | New |
| Ogorek Anthony Joseph | 227 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 243 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $19.0K | 0.00% | +250 | New |
| Global Retirement Partners, LLC | 282 | $21.0K | 0.00% | +71+33.6% | Added |
| O'Shaughnessy Asset Management, LLC | 284 | $21.0K | 0.00% | +95+50.3% | Added |
| Harbour Investments, Inc. | 291 | $22.0K | 0.00% | +1+0.3% | Added |
| Perennial Advisors, LLC | 310 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 334 | $25.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 352 | $26.0K | 0.00% | −85−19.5% | Reduced |
| Evoke Wealth, LLC | 350 | $26.0K | 0.00% | +9+2.6% | Added |
| CVA Family Office, LLC | 341 | $26.0K | 0.01% | +286+520.0% | Added |
| Private Capital Group, LLC | 361 | $27.0K | 0.01% | −36−9.1% | Reduced |
| Enterprise Trust & Investment Co | 358 | $27.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 375 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $30.0K | 0.01% | −2−0.5% | Reduced |
| Carroll Financial Associates, Inc. | 422 | $31.0K | 0.00% | +1+0.2% | Added |
| Kings Point Capital Management | 418 | $31.0K | 0.00% | +418 | New |
| Howe & Rusling Inc | 447 | $33.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 449 | $34.0K | 0.01% | −10−2.2% | Reduced |
| Caldwell Trust Co | 455 | $34.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 470 | $35.0K | 0.01% | +8+1.7% | Added |
| NEXT Financial Group, Inc | 506 | $37.0K | 0.00% | +497+5,522.2% | Added |
| Barrett Asset Management, LLC | 542 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 562 | $42.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 596 | $45.0K | 0.03% | +93+18.5% | Added |
| JNBA Financial Advisors | 647 | $49.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 685 | $51.0K | 0.01% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 703 | $52.7K | 0.00% | −4−0.6% | Reduced |
| Laurel Wealth Advisors LLC | 717 | $54.0K | 0.01% | −75−9.5% | Reduced |
| Castleview Partners, LLC | 719 | $54.0K | 0.02% | +719 | New |
| Brewin Dolphin Ltd | 728 | $54.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 733 | $55.0K | 0.00% | +733 | New |
| Oakworth Capital, Inc. | 750 | $56.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 805 | $59.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 803 | $60.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 825 | $61.8K | 0.01% | −150−15.4% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 825 | $62.0K | 0.03% | +135+19.6% | Added |
| Freedman Financial Associates, Inc. | 844 | $63.0K | 0.05% | 00.0% | Unchanged |