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, Q3 2021
Institutional positions in Brown Forman Corp as of Sep 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
- 614
- −12 vs. Q2 2021
- Shares held
- 152.0M
- +1.45M (+1.0%) vs. Q2 2021
- Total value
- $10.2B
- −$1.08B (−9.6%) vs. Q2 2021
- New holders
- 52
- 220 more added
- Sold out
- 64
- 204 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 46 | $0 | 0.00% | +46 | New |
| Atlas Capital Advisors LLC | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 11 | $737 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 22 | $1.00K | 0.00% | −484−95.7% | Reduced |
| M&R Capital Management Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Carroll Financial Associates, Inc. | 39 | $2.00K | 0.00% | −383−90.8% | Reduced |
| Burleson & Company, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 37 | $2.00K | 0.00% | +26+236.4% | Added |
| Sonora Investment Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $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 |
| Raffa Wealth Management, LLC | 57 | $3.82K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $4.00K | 0.00% | −6−9.8% | Reduced |
| Rocky Mountain Advisers, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $4.00K | 0.00% | +37+205.6% | Added |
| Red Tortoise LLC | 54 | $4.00K | 0.00% | +54 | New |
| Lenox Wealth Advisors, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $5.00K | 0.00% | +70 | New |
| Logan Capital Management Inc | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 86 | $6.00K | 0.00% | +86 | New |
| D'Orazio & Associates, Inc. | 83 | $6.00K | 0.00% | +83 | New |
| Meridian Wealth Partners, LLC | 90 | $6.00K | 0.00% | +90 | New |
| AlphaMark Advisors, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 117 | $7.00K | 0.00% | +117 | New |
| GPS Wealth Strategies Group, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 115 | $8.00K | 0.00% | +8+7.5% | Added |
| BerganKDV Wealth Management, LLC | 119 | $8.00K | 0.00% | +28+30.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 135 | $9.00K | 0.00% | −113,662−99.9% | Reduced |
| Creative Financial Designs Inc | 138 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $11.0K | 0.00% | −5−2.8% | Reduced |
| Smithfield Trust Co | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 159 | $11.0K | 0.00% | +159 | New |
| Reilly Financial Advisors, LLC | 176 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 187 | $12.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 192 | $13.0K | 0.00% | +1+0.5% | Added |
| First Command Bank | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $14.0K | 0.00% | +14+7.1% | Added |
| Halpern Financial, Inc. | 223 | $14.9K | 0.01% | +223 | New |
| Ogorek Anthony Joseph | 227 | $15.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 237 | $15.0K | 0.00% | +15+6.8% | Added |
| Rosenberg Matthew Hamilton | 228 | $15.0K | 0.01% | +228 | New |
| Tarbox Family Office, Inc. | 243 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 234 | $16.0K | 0.00% | +234 | New |
| Covington Capital Management | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 287 | $19.0K | 0.00% | +5+1.8% | Added |
| Clearstead Advisors, LLC | 285 | $19.0K | 0.00% | +285 | New |
| Larson Financial Group LLC | 288 | $19.0K | 0.00% | +288 | New |
| Private Capital Group, LLC | 295 | $20.0K | 0.00% | −66−18.3% | Reduced |
| Evoke Wealth, LLC | 305 | $20.0K | 0.00% | −45−12.9% | Reduced |
| Harbour Investments, Inc. | 291 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 334 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $24.0K | 0.01% | −50−12.5% | Reduced |
| Enterprise Trust & Investment Co | 358 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 352 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 375 | $25.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 394 | $26.0K | 0.00% | −2,623−86.9% | Reduced |
| State of Wyoming | 449 | $30.0K | 0.02% | −147−24.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 446 | $30.0K | 0.01% | −3−0.7% | Reduced |
| Howe & Rusling Inc | 447 | $30.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 455 | $30.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 494 | $33.0K | 0.01% | +24+5.1% | Added |
| Barrett Asset Management, LLC | 542 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 562 | $38.0K | 0.01% | 00.0% | Unchanged |
| Permit Capital, LLC | 600 | $40.0K | 0.01% | −325−35.1% | Reduced |
| Trustcore Financial Services, LLC | 686 | $46.0K | 0.00% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 707 | $47.4K | 0.00% | +4+0.6% | Added |
| Laurel Wealth Advisors LLC | 717 | $48.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 728 | $48.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 733 | $49.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 726 | $49.0K | 0.01% | +79+12.2% | Added |
| Oakworth Capital, Inc. | 750 | $50.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 779 | $52.0K | 0.00% | −288−27.0% | Reduced |
| MCF Advisors LLC | 811 | $55.0K | 0.01% | +8+1.0% | Added |
| Berman Capital Advisors, LLC | 854 | $56.0K | 0.01% | +49+6.1% | Added |
| Freedman Financial Associates, Inc. | 844 | $57.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 868 | $58.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 920 | $62.0K | 0.00% | −398−30.2% | Reduced |
| First Manhattan Co | 937 | $62.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 931 | $62.0K | 0.01% | 00.0% | Unchanged |