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 | 656 | $10.5B |
| Q1 2023 | 661 | $9.84B |
| Q4 2022 | 679 | $10.0B |
| Q3 2022 | 664 | $10.1B |
| Q2 2022 | 662 | $10.5B |
| Q1 2022 | 659 | $10.1B |
| Q4 2021 | 655 | $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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 1,511 | $101.0K | 0.00% | +1,227+432.0% | Added |
| Leonteq Securities AG | 1,450 | $97.2K | 0.01% | +347+31.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,431 | $96.0K | 0.05% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 1,425 | $95.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,392 | $93.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 1,361 | $92.0K | 0.01% | −190−12.3% | Reduced |
| Quadrant Capital Group LLC | 1,374 | $92.0K | 0.01% | +7+0.5% | Added |
| AdvisorShares Investments LLC | 1,273 | $85.0K | 0.01% | −68−5.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,259 | $84.0K | 0.00% | −30,109−96.0% | Reduced |
| Signaturefd, LLC | 1,216 | $81.0K | 0.00% | −96−7.3% | Reduced |
| TFC Financial Management | 1,143 | $76.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,068 | $72.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,034 | $69.0K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 965 | $65.0K | 0.03% | +140+17.0% | Added |
| 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 |
| Geneos Wealth Management Inc. | 868 | $58.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 844 | $57.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 854 | $56.0K | 0.01% | +49+6.1% | Added |
| MCF Advisors LLC | 811 | $55.0K | 0.01% | +8+1.0% | Added |
| Meeder Asset Management Inc | 779 | $52.0K | 0.00% | −288−27.0% | Reduced |
| Oakworth Capital, Inc. | 750 | $50.0K | 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 |
| Brewin Dolphin Ltd | 728 | $48.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $48.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 707 | $47.4K | 0.00% | +4+0.6% | Added |
| Trustcore Financial Services, LLC | 686 | $46.0K | 0.00% | +1+0.1% | Added |
| Permit Capital, LLC | 600 | $40.0K | 0.01% | −325−35.1% | Reduced |
| First Personal Financial Services | 562 | $38.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 542 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 494 | $33.0K | 0.01% | +24+5.1% | Added |
| Caldwell Trust Co | 455 | $30.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Shell Asset Management Co | 394 | $26.0K | 0.00% | −2,623−86.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 375 | $25.0K | 0.00% | 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 |
| Pinnacle Bancorp, Inc. | 334 | $22.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Covington Capital Management | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 243 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 234 | $16.0K | 0.00% | +234 | 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 |
| Halpern Financial, Inc. | 223 | $14.9K | 0.01% | +223 | New |
| Rockbridge Investment Management, LCC | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $14.0K | 0.00% | +14+7.1% | Added |
| 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 |
| West Paces Advisors Inc. | 187 | $12.5K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 176 | $12.0K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Lenox Wealth Advisors, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $5.00K | 0.00% | +70 | New |
| 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 |
| Raffa Wealth Management, LLC | 57 | $3.82K | 0.00% | 00.0% | Unchanged |
| 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 |
| Carroll Financial Associates, Inc. | 39 | $2.00K | 0.00% | −383−90.8% | Reduced |