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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, Q4 2021

Institutional positions in Brown Forman Corp as of Dec 31, 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
654
+52 vs. Q3 2021
Shares held
151.6M
−158.2K (−0.1%) vs. Q3 2021
Total value
$11.0B
+$874.9M (+8.6%) vs. Q3 2021
New holders
102
219 more added
Sold out
50
205 more reduced

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 654 institutions
Q1 2021: 640 institutionsQ2 2021: 634 institutionsQ3 2021: 614 institutionsQ4 2021: 654 institutionsQ1 2022: 658 institutionsQ2 2022: 661 institutionsQ3 2022: 663 institutionsQ4 2022: 679 institutionsQ1 2023: 661 institutionsQ2 2023: 655 institutionsQ3 2023: 624 institutionsQ4 2023: 617 institutionsQ1 2024: 615 institutionsQ2 2024: 588 institutionsQ3 2024: 615 institutionsQ4 2024: 639 institutionsQ1 2025: 644 institutionsQ2 2025: 641 institutionsQ3 2025: 628 institutionsQ4 2025: 643 institutionsQ1 2026: 582 institutionsQ2 2026: 597 institutions
Value heldQ4 2021: $11.0B
Q1 2021: $10.3BQ2 2021: $11.3BQ3 2021: $10.2BQ4 2021: $11.0BQ1 2022: $10.1BQ2 2022: $10.5BQ3 2022: $10.1BQ4 2022: $10.0BQ1 2023: $9.84BQ2 2023: $10.5BQ3 2023: $9.20BQ4 2023: $9.11BQ1 2024: $8.39BQ2 2024: $7.50BQ3 2024: $9.19BQ4 2024: $7.02BQ1 2025: $6.73BQ2 2025: $5.31BQ3 2025: $5.82BQ4 2025: $5.72BQ1 2026: $5.35BQ2 2026: $5.31B
Institutions holding BF.B and their total value by quarter
QuarterHoldersValue
Q2 2026597$5.31B
Q1 2026582$5.35B
Q4 2025643$5.72B
Q3 2025628$5.82B
Q2 2025641$5.31B
Q1 2025644$6.73B
Q4 2024639$7.02B
Q3 2024615$9.19B
Q2 2024588$7.50B
Q1 2024615$8.39B
Q4 2023617$9.11B
Q3 2023624$9.20B
Q2 2023655$10.5B
Q1 2023661$9.84B
Q4 2022679$10.0B
Q3 2022663$10.1B
Q2 2022661$10.5B
Q1 2022658$10.1B
Q4 2021654$11.0B
Q3 2021614$10.2B
Q2 2021634$11.3B
Q1 2021640$10.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2021.

Institutions holding BF.B in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Siegel & Walmsley LLC6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$00.00%+5New
Atlas Capital Advisors LLC10$7280.00%00.0%Unchanged
Exane Derivatives11$8010.00%00.0%Unchanged
M&R Capital Management Inc23$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC19$1.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC8$1.00K0.00%+8New
Sierra Capital LLC10$1.00K0.00%+10New
Curi Capital22$1.00K0.00%+22New
Delos Wealth Advisors, LLC9$1.00K0.00%+9New
Schubert & Co18$1.00K0.00%+18New
CoreCap Advisors, LLC8$1.00K0.00%+8New
Clean Yield Group25$2.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.35$2.00K0.00%−4−10.3%Reduced
Fieldpoint Private Securities, LLC32$2.00K0.00%−5−13.5%Reduced
JFS Wealth Advisors, LLC32$2.00K0.00%+32New
Paragon Capital Management Ltd25$2.00K0.00%+25New
TAP Consulting, LLC31$2.00K0.00%+31New
Dixon Hughes Goodman Wealth Advisors LLC21$2.00K0.00%+21New
JJJ Advisors Inc.45$3.00K0.00%−10−18.2%Reduced
Lowe Wealth Advisors, LLC45$3.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$3.00K0.00%00.0%Unchanged
Burleson & Company, LLC36$3.00K0.00%00.0%Unchanged
MV Capital Management, Inc.38$3.00K0.00%+28+280.0%Added
Washington Trust Co33$3.00K0.00%+26+371.4%Added
Hantz Financial Services, Inc.37$3.00K0.00%+37New
Barnett & Company, Inc.45$3.00K0.00%+45New
Horan Securities, Inc.41$3.00K0.00%+41New
Amplius Wealth Advisors, LLC46$3.00K0.00%+46New
BerganKDV Wealth Management, LLC51$4.00K0.00%−68−57.1%Reduced
Rocky Mountain Advisers, LLC55$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc54$4.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC52$4.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc55$4.00K0.00%+33+150.0%Added
Atwood & Palmer Inc60$4.00K0.00%+60New
Raffa Wealth Management, LLC57$4.15K0.00%00.0%Unchanged
Massmutual Trust Co FSB73$5.00K0.00%+18+32.7%Added
Washington Trust Advisors, Inc.73$5.00K0.00%+73New
Lenox Wealth Advisors, LLC83$6.00K0.00%+11+15.3%Added
Guardian Wealth Management, Inc.81$6.00K0.01%+81New
Earnest Partners LLC99$7.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC103$7.00K0.00%+1+1.0%Added
BDO Wealth Advisors, LLC100$7.00K0.00%00.0%Unchanged
Selective Wealth Management, Inc.101$7.00K0.00%+1+1.0%Added
Logan Capital Management Inc90$7.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC96$7.00K0.00%+96New
HM Payson & Co112$8.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc107$8.00K0.00%−8−7.0%Reduced
Glassman Wealth Services106$8.00K0.00%+5+5.0%Added
Arlington Partners LLC112$8.00K0.00%+112New
Quent Capital, LLC109$8.00K0.00%+109New
GPS Wealth Strategies Group, LLC125$9.00K0.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.141$10.0K0.03%+141New
Harbor Investment Advisory, LLC153$11.0K0.00%+83+118.6%Added
Central Bank & Trust Co150$11.0K0.00%+150New
Dark Forest Capital Management LP145$11.0K0.00%+145New
Smithfield Trust Co165$12.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.171$12.0K0.00%00.0%Unchanged
Trust Co of Vermont158$12.0K0.00%+158New
Covestor Ltd160$12.0K0.02%+160New
First Command Bank191$13.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC176$13.0K0.00%00.0%Unchanged
Level Financial Advisors, Inc.175$13.0K0.01%+175New
West Paces Advisors Inc.187$13.6K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.192$14.0K0.00%00.0%Unchanged
Huntington National Bank200$15.0K0.00%−10−4.8%Reduced
Rockbridge Investment Management, LCC210$15.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.208$15.0K0.00%+17+8.9%Added
Ogorek Anthony Joseph227$16.0K0.01%00.0%Unchanged
Key Financial Inc227$17.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.237$17.0K0.00%00.0%Unchanged
Covington Capital Management250$18.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.242$18.0K0.00%−1−0.4%Reduced
Bell Investment Advisors, Inc256$19.0K0.01%+22+9.4%Added
Private Capital Group, LLC275$20.0K0.00%−20−6.8%Reduced
Larson Financial Group LLC290$21.0K0.00%+2+0.7%Added
Global Retirement Partners, LLC291$21.0K0.02%+4+1.4%Added
Evoke Wealth, LLC310$23.0K0.00%+5+1.6%Added
Pinnacle Bancorp, Inc.334$24.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.352$26.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust364$27.0K0.01%+14+4.0%Added
Achmea Investment Management B.V.413$30.0K0.00%−13,046−96.9%Reduced
Lindbrook Capital, LLC444$32.0K0.00%−50−10.1%Reduced
Patriot Financial Group Insurance Agency, LLC446$32.0K0.01%00.0%Unchanged
Howe & Rusling Inc447$33.0K0.00%00.0%Unchanged
Caldwell Trust Co455$33.2K0.00%00.0%Unchanged
CWM, LLC468$34.0K0.00%+468New
Brewin Dolphin Ltd475$35.0K0.00%−253−34.8%Reduced
Citizens National Bank Trust Department500$36.0K0.01%+500New
Sandy Cove Advisors, LLC516$38.0K0.03%+516New
TD Private Client Wealth LLC534$38.9K0.00%−173−24.5%Reduced
Barrett Asset Management, LLC545$40.0K0.00%+3+0.6%Added
Artemis Wealth Advisors, LLC543$40.0K0.00%+543New
First Personal Financial Services562$41.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC580$42.0K0.02%+580New
Permit Capital, LLC600$43.0K0.01%00.0%Unchanged
State of Wyoming599$43.0K0.02%+150+33.4%Added
Rosenberg Matthew Hamilton593$43.0K0.02%+365+160.1%Added
Aquatic Capital Management LLC600$44.0K0.08%+600New