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 2022
Institutional positions in Brown Forman Corp as of Dec 31, 2022. 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
- 679
- +30 vs. Q3 2022
- Shares held
- 152.4M
- +903.6K (+0.6%) vs. Q3 2022
- Total value
- $10.0B
- −$83.2M (−0.8%) vs. Q3 2022
- New holders
- 81
- 247 more added
- Sold out
- 51
- 224 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 4,593 | $301.7K | 0.19% | −3−0.1% | Reduced |
| Perigon Wealth Management, LLC | 4,598 | $302.0K | 0.02% | +829+22.0% | Added |
| Allworth Financial LP | 4,621 | $303.5K | 0.00% | −1,026−18.2% | Reduced |
| Greatmark Investment Partners, Inc. | 4,625 | $303.8K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,632 | $304.0K | 0.04% | −3,345−41.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,650 | $305.4K | 0.10% | +4,650 | New |
| Atria Wealth Solutions, Inc. | 4,638 | $305.6K | 0.00% | +140+3.1% | Added |
| Sutton Wealth Advisors Inc. | 4,656 | $305.8K | 0.12% | +107+2.4% | Added |
| SevenBridge Financial Group, LLC | 4,664 | $306.3K | 0.09% | +431+10.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,803 | $315.5K | 0.01% | −6,451−57.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,820 | $317.0K | 0.00% | −311−6.1% | Reduced |
| Empirical Finance, LLC | 4,834 | $317.5K | 0.03% | +695+16.8% | Added |
| Resonant Capital Advisors, LLC | 4,829 | $318.2K | 0.04% | −11−0.2% | Reduced |
| Manchester Capital Management LLC | 4,860 | $319.2K | 0.05% | +4,860 | New |
| Tokio Marine Asset Management Co Ltd | 4,868 | $319.7K | 0.02% | +503+11.5% | Added |
| Essex Financial Services, Inc. | 4,889 | $321.0K | 0.03% | +45+0.9% | Added |
| Cerity Partners LLC | 4,906 | $323.3K | 0.00% | +659+15.5% | Added |
| Owen LaRue, LLC | 4,947 | $324.2K | 0.35% | +4,947 | New |
| Haverford Trust Co | 4,975 | $326.8K | 0.00% | +1,250+33.6% | Added |
| EP Wealth Advisors, LLC | 5,053 | $331.9K | 0.01% | +5,053 | New |
| Pendal Group Limited | 5,054 | $331.9K | 0.00% | +5,054 | New |
| Miracle Mile Advisors, LLC | 5,055 | $332.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,060 | $332.3K | 0.01% | −165−3.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,125 | $337.0K | 0.02% | +5,125 | New |
| Scotia Capital Inc. | 5,187 | $340.7K | 0.00% | +187+3.7% | Added |
| Fifth Lane Capital, LP | 5,233 | $343.7K | 0.50% | +5,233 | New |
| Magnetar Financial LLC | 5,259 | $345.0K | 0.01% | −5,157−49.5% | Reduced |
| CWM, LLC | 5,286 | $347.0K | 0.00% | +3,522+199.7% | Added |
| SG Americas Securities, LLC | 5,298 | $348.0K | 0.01% | −6,576−55.4% | Reduced |
| Schwartz Investment Counsel Inc | 5,425 | $356.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,428 | $356.5K | 0.14% | +5,428 | New |
| Gateway Investment Advisers LLC | 5,431 | $356.7K | 0.00% | −245−4.3% | Reduced |
| Cetera Investment Advisers | 5,440 | $357.3K | 0.00% | −5,548−50.5% | Reduced |
| Argent Trust Co | 5,487 | $360.4K | 0.02% | +85+1.6% | Added |
| Prelude Capital Management, LLC | 5,493 | $360.8K | 0.02% | +1,360+32.9% | Added |
| Glen Eagle Advisors, LLC | 5,500 | $361.2K | 0.10% | 00.0% | Unchanged |
| Gleason Group, Inc. | 5,564 | $365.4K | 0.11% | −609−9.9% | Reduced |
| Umb Bank N A | 5,597 | $367.0K | 0.01% | −3,022−35.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $369.4K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,727 | $376.1K | 0.01% | −655−10.3% | Reduced |
| MQS Management LLC | 5,727 | $376.1K | 0.26% | +5,727 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,731 | $376.4K | 0.01% | −1,059−15.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $377.0K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,812 | $381.7K | 0.06% | +20+0.3% | Added |
| Meridian Wealth Management, LLC | 5,973 | $392.3K | 0.04% | +5,973 | New |
| Tower Research Capital LLC (TRC) | 6,114 | $401.0K | 0.02% | −13,170−68.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,113 | $401.5K | 0.01% | +1,973+47.7% | Added |
| Townsend & Associates, Inc | 6,243 | $411.4K | 0.20% | +6,243 | New |
| BEAM Asset Management, LLC | 6,436 | $422.7K | 0.44% | +6+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,552 | $430.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,578 | $432.0K | 0.01% | +1,373+26.4% | Added |
| First City Capital Management, Inc. | 6,588 | $432.7K | 0.26% | −645−8.9% | Reduced |
| FourThought Financial Partners, LLC | 6,622 | $434.9K | 0.06% | +6,622 | New |
| Retirement Guys Formula LLC | 6,649 | $436.7K | 0.36% | +1,034+18.4% | Added |
| StrategIQ Financial Group, LLC | 6,692 | $439.5K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 6,712 | $440.8K | 0.02% | −1,600−19.2% | Reduced |
| MAI Capital Management | 6,779 | $445.2K | 0.01% | +6+0.1% | Added |
| Citadel Investment Advisory, Inc. | 6,804 | $447.0K | 0.31% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 6,835 | $449.0K | 0.03% | +913+15.4% | Added |
| GWM Advisors LLC | 30,118 | $462.7K | 0.01% | +2,348+8.5% | Added |
| Joel Isaacson & Co., LLC | 7,125 | $468.0K | 0.04% | +1,875+35.7% | Added |
| American Investment Services, Inc. | 7,187 | $472.0K | 0.10% | +7,187 | New |
| Ritholtz Wealth Management | 7,260 | $476.8K | 0.03% | +3,836+112.0% | Added |
| Blair William & Co | 7,335 | $481.8K | 0.00% | −1,774−19.5% | Reduced |
| Vestcor Inc | 7,351 | $483.0K | 0.02% | +52+0.7% | Added |
| Saybrook Capital | 7,375 | $484.0K | 0.16% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,421 | $487.4K | 0.03% | −11,143−60.0% | Reduced |
| Toroso Investments, LLC | 7,427 | $488.0K | 0.02% | +712+10.6% | Added |
| Cullinan Associates Inc | 5,007 | $500.0K | 0.03% | +5,007 | New |
| Ropes Wealth Advisors LLC | 7,697 | $505.5K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,739 | $508.3K | 0.00% | −42,601−84.6% | Reduced |
| IFP Advisors, Inc | 9,055 | $510.0K | 0.02% | −233−2.5% | Reduced |
| Thrivent Financial for Lutherans | 7,831 | $514.0K | 0.00% | +32+0.4% | Added |
| Vontobel Holding Ltd. | 7,895 | $517.7K | 0.01% | +7,895 | New |
| Axxcess Wealth Management, LLC | 7,945 | $521.9K | 0.04% | +7,945 | New |
| MML Investors Services, LLC | 8,025 | $527.0K | 0.00% | −177−2.2% | Reduced |
| Boothbay Fund Management, LLC | 8,048 | $528.6K | 0.02% | +4,614+134.4% | Added |
| Caxton Associates LP | 8,127 | $533.8K | 0.04% | +5,078+166.5% | Added |
| Contravisory Investment Management, Inc. | 8,202 | $538.7K | 0.15% | +919+12.6% | Added |
| Allstate Corp | 8,207 | $539.0K | 0.02% | +456+5.9% | Added |
| Allstate Investment Management Co | 8,207 | $539.0K | 0.02% | +8,207 | New |
| JustInvest LLC | 8,249 | $541.8K | 0.02% | −1,252−13.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,314 | $546.1K | 0.03% | −98−1.2% | Reduced |
| First Republic Investment Management, Inc. | 8,409 | $552.3K | 0.00% | +2,681+46.8% | Added |
| Rowland & Co Investment Counsel | 8,654 | $562.4K | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,566 | $562.6K | 0.02% | +230+2.8% | Added |
| Gotham Asset Management, LLC | 8,607 | $565.3K | 0.02% | −8,907−50.9% | Reduced |
| New Mexico Educational Retirement Board | 8,750 | $575.0K | 0.03% | −600−6.4% | Reduced |
| Ancora Advisors, LLC | 8,780 | $576.0K | 0.02% | −312−3.4% | Reduced |
| LVM Capital Management Ltd | 8,905 | $585.0K | 0.08% | −10,755−54.7% | Reduced |
| Prospera Financial Services Inc | 8,934 | $586.8K | 0.03% | +29+0.3% | Added |
| Annapolis Financial Services, LLC | 8,971 | $589.2K | 0.19% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,200 | $604.3K | 0.25% | +200+2.2% | Added |
| XTX Topco Ltd | 9,234 | $606.5K | 0.13% | +9,234 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 9,375 | $615.8K | 0.20% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,432 | $619.5K | 0.07% | +9,432 | New |
| Tufton Capital Management | 9,477 | $622.4K | 0.14% | −86−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 9,515 | $625.0K | 0.02% | +836+9.6% | Added |
| Red Cedar Capital, LLC | 6,582 | $632.0K | 0.40% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 9,769 | $642.0K | 0.00% | −2,247−18.7% | Reduced |