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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
655
+53 vs. Q3 2021
Shares held
151.6M
−155.2K (−0.1%) vs. Q3 2021
Total value
$11.0B
+$875.1M (+8.6%) vs. Q3 2021
New holders
103
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: 655 institutions
Q1 2021: 640 institutionsQ2 2021: 634 institutionsQ3 2021: 614 institutionsQ4 2021: 655 institutionsQ1 2022: 659 institutionsQ2 2022: 662 institutionsQ3 2022: 664 institutionsQ4 2022: 679 institutionsQ1 2023: 661 institutionsQ2 2023: 656 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 2023656$10.5B
Q1 2023661$9.84B
Q4 2022679$10.0B
Q3 2022664$10.1B
Q2 2022662$10.5B
Q1 2022659$10.1B
Q4 2021655$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
BEAM Asset Management, LLC6,571$479.0K0.55%+11+0.2%Added
Resources Investment Advisors, LLC.6,481$472.0K0.02%+899+16.1%Added
First Republic Investment Management, Inc.6,411$467.0K0.00%+104+1.6%Added
Edmond de Rothschild Holding S.A.6,341$462.0K0.01%+11+0.2%Added
Toroso Investments, LLC6,302$459.0K0.01%+6,302New
Voya Financial Advisors, Inc.6,209$450.0K0.05%−496−7.4%Reduced
CIBC World Markets Inc.6,091$444.0K0.00%−72−1.2%Reduced
CPWM, LLC6,565$440.0K0.03%00.0%Unchanged
Bluestein R H & Co6,000$437.0K0.02%00.0%Unchanged
Schwartz Investment Counsel Inc5,800$423.0K0.02%−2,000−25.6%Reduced
Hendershot Investments Inc.5,792$422.0K0.06%00.0%Unchanged
Woodmont Investment Counsel LLC5,740$418.0K0.05%00.0%Unchanged
Regentatlantic Capital LLC5,722$417.0K0.01%+1,423+33.1%Added
Occudo Quantitative Strategies LP5,667$413.0K0.04%−2,619−31.6%Reduced
Obermeyer Wood Investment Counsel, LLLP5,625$410.0K0.02%00.0%Unchanged
Advisor Partners LLC5,589$408.0K0.02%+37+0.7%Added
Two Sigma Advisers, LP5,575$406.0K0.00%+5,575New
Glen Eagle Advisors, LLC5,500$400.7K0.10%00.0%Unchanged
O'Shaughnessy Asset Management, LLC5,480$399.0K0.01%+3,969+262.7%Added
Greenleaf Trust5,385$392.0K0.00%+858+19.0%Added
Independence Bank of Kentucky5,347$390.0K0.16%−240−4.3%Reduced
Joel Isaacson & Co., LLC5,250$383.0K0.03%00.0%Unchanged
IFP Advisors, Inc5,114$374.0K0.01%+746+17.1%Added
Gleason Group, Inc.5,019$366.0K0.12%+87+1.8%Added
HBK Sorce Advisory LLC5,004$365.0K0.02%+207+4.3%Added
Scotia Capital Inc.5,000$364.0K0.00%−65−1.3%Reduced
Lido Advisors, LLC4,969$362.0K0.01%+8+0.2%Added
Oppenheimer Asset Management Inc.4,939$360.0K0.00%−105−2.1%Reduced
Haverford Trust Co4,946$360.0K0.00%+10.0%Added
Alphasimplex Group, LLC4,943$360.0K0.61%+1,950+65.2%Added
Sequoia Financial Advisors, LLC4,884$356.0K0.01%+4,884New
Weik Capital Management4,862$354.0K0.13%−75−1.5%Reduced
Kentucky Retirement Systems Insurance Trust Fund4,858$354.0K0.03%+42+0.9%Added
MQS Management LLC4,846$353.0K0.57%+4,846New
Essex Financial Services, Inc.4,837$352.0K0.03%00.0%Unchanged
Pensionfund DSM Netherlands4,800$350.0K0.04%00.0%Unchanged
Oak Thistle LLC4,661$340.0K0.26%+4,661New
Greatmark Investment Partners, Inc.4,625$337.0K0.06%00.0%Unchanged
Berkshire Asset Management LLC4,615$336.0K0.02%00.0%Unchanged
Smith Shellnut Wilson LLC4,597$335.0K0.17%+134+3.0%Added
Banco Bilbao Vizcaya Argentaria, S.A.4,574$331.0K0.00%+96+2.1%Added
Sutton Wealth Advisors Inc.4,539$330.7K0.11%00.0%Unchanged
Ridgecrest Wealth Partners, LLC4,530$330.0K0.16%00.0%Unchanged
Kovitz Investment Group Partners, LLC4,077$324.0K0.01%+4,077New
Resonant Capital Advisors, LLC4,347$317.0K0.05%+523+13.7%Added
Cornell Pochily Investment Advisors, Inc.4,275$311.0K0.12%00.0%Unchanged
Cigna Investments Inc4,244$308.0K0.02%−1,500−26.1%Reduced
Westbourne Investment Advisors, Inc.4,217$307.0K0.12%+4,217New
Gyon Technologies Capital Management, LP4,170$304.0K0.06%+4,170New
Moody Lynn & Lieberson, LLC4,050$295.0K0.02%00.0%Unchanged
Waldron Private Wealth LLC4,042$294.0K0.01%+20.0%Added
Allworth Financial LP3,976$290.0K0.00%+493+14.2%Added
Ellevest, Inc.3,910$285.0K0.03%+244+6.7%Added
US Asset Management LLC3,900$284.0K0.27%00.0%Unchanged
Integrated Wealth Concepts LLC3,885$283.0K0.01%−5−0.1%Reduced
Vantage Consulting Group Inc3,877$282.0K0.08%+263+7.3%Added
Siemens Fonds Invest GmbH3,899$282.0K0.02%+3,899New
Syntax Advisors, LLC3,877$282.0K0.21%+3,877New
Gateway Investment Advisers LLC3,853$281.0K0.00%+3,853New
Vestcor Inc3,822$278.0K0.01%−740−16.2%Reduced
SevenBridge Financial Group, LLC3,802$277.0K0.08%00.0%Unchanged
Kestra Private Wealth Services, LLC3,793$276.0K0.01%+3,793New
Eagle Ridge Investment Management3,750$273.0K0.03%00.0%Unchanged
Tiemann Investment Advisors, LLC3,730$272.0K0.11%−93−2.4%Reduced
Meiji Yasuda Asset Management Co Ltd.3,687$269.0K0.02%+390+11.8%Added
Latitude Advisors, LLC3,699$269.0K0.08%+644+21.1%Added
Global Trust Asset Management, LLC3,648$266.0K0.10%+535+17.2%Added
Y-Intercept (Hong Kong) Ltd3,622$264.0K0.06%−12,629−77.7%Reduced
Independent Advisor Alliance3,628$264.0K0.01%+3,628New
Palisades Hudson Asset Management, L.P.3,610$263.0K0.11%00.0%Unchanged
Gotham Asset Management, LLC3,572$260.0K0.01%−11,394−76.1%Reduced
Physicians Financial Services, Inc.3,562$260.0K0.10%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd3,563$260.0K0.00%00.0%Unchanged
Perigon Wealth Management, LLC3,505$255.0K0.02%+46+1.3%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.3,484$254.0K0.04%00.0%Unchanged
Berkeley Capital Partners, LLC3,464$252.0K0.10%−47−1.3%Reduced
Modera Wealth Management, LLC3,454$252.0K0.01%00.0%Unchanged
Teza Capital Management LLC3,455$252.0K0.07%+3,455New
Mission Creek Capital Partners, Inc.3,393$247.0K0.05%−95−2.7%Reduced
Douglas Lane & Associates, LLC3,385$247.0K0.00%00.0%Unchanged
Pearl River Capital, LLC3,385$247.0K0.07%+3,385New
Lincoln National Corp3,309$241.0K0.00%+279+9.2%Added
Hyman Charles D3,300$240.0K0.02%00.0%Unchanged
Todd Asset Management LLC3,279$239.0K0.01%+3,279New
Corient Capital Partners, LLC3,255$237.0K0.02%+54+1.7%Added
Astoria Portfolio Advisors LLC.3,229$235.0K0.19%+3,229New
D.A. Davidson & Co.3,192$233.0K0.00%00.0%Unchanged
Keybank National Association3,193$233.0K0.00%+183+6.1%Added
Ieq Capital, LLC3,185$232.0K0.01%+90+2.9%Added
Chilton Investment Co LLC3,166$231.0K0.00%−3,851−54.9%Reduced
Alhambra Investment Partners LLC3,125$228.0K0.16%00.0%Unchanged
Park Avenue Securities LLC3,134$228.0K0.00%+3,134New
Beacon Pointe Advisors, LLC3,080$224.0K0.01%+57+1.9%Added
Parallel Advisors, LLC3,054$223.0K0.01%+93+3.1%Added
IBM Retirement Fund3,030$221.0K0.03%−2,117−41.1%Reduced
Woodward Financial Advisors, Inc.3,027$220.5K0.22%+3,027New
Lagoda Investment Management, L.P.3,000$219.0K0.10%00.0%Unchanged
Ballentine Partners, LLC3,002$219.0K0.01%+3,002New
Palladium Partners LLC2,953$215.0K0.01%+2,953New
Sculati Wealth Management, LLC2,947$215.0K0.10%+2,947New