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
- +29 vs. Q3 2022
- Shares held
- 152.4M
- +900.5K (+0.6%) vs. Q3 2022
- Total value
- $10.0B
- −$83.4M (−0.8%) vs. Q3 2022
- New holders
- 81
- 247 more added
- Sold out
- 52
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 425 | $28.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 365 | $24.0K | 0.02% | +365 | New |
| New Hampshire Trust | 325 | $21.3K | 0.01% | +325 | New |
| Massmutual Trust Co FSB | 327 | $21.0K | 0.00% | +173+112.3% | Added |
| CVA Family Office, LLC | 316 | $20.8K | 0.01% | +10+3.3% | Added |
| Larson Financial Group LLC | 302 | $19.8K | 0.00% | +1+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $19.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 283 | $18.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $18.3K | 0.00% | +13+4.9% | Added |
| MV Capital Management, Inc. | 259 | $17.0K | 0.00% | +230+793.1% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $16.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $15.1K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 215 | $15.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 220 | $14.4K | 0.00% | +220 | New |
| Ogorek Anthony Joseph | 227 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 207 | $14.0K | 0.00% | +207 | New |
| First Command Financial Services, Inc. | 207 | $14.0K | 0.00% | +207 | New |
| Bell Investment Advisors, Inc | 206 | $13.5K | 0.00% | −8−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 192 | $13.0K | 0.00% | +43+28.9% | Added |
| Harbor Investment Advisory, LLC | 196 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 195 | $12.8K | 0.02% | +195 | New |
| West Paces Advisors Inc. | 187 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 185 | $12.0K | 0.00% | −3,945−95.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 179 | $11.8K | 0.00% | +179 | New |
| Huntington National Bank | 173 | $11.4K | 0.00% | +9+5.5% | Added |
| Level Financial Advisors, Inc. | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 158 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $10.0K | 0.00% | −15−9.1% | Reduced |
| Proffitt & Goodson Inc | 152 | $9.98K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $9.85K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 143 | $9.38K | 0.00% | +143 | New |
| Cassady Schiller Wealth Management, LLC | 133 | $8.73K | 0.01% | +133 | New |
| TCI Wealth Advisors, Inc. | 123 | $8.08K | 0.00% | +2+1.7% | Added |
| Farmers & Merchants Investments Inc | 107 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $7.00K | 0.00% | −60−37.5% | Reduced |
| AlphaMark Advisors, LLC | 104 | $7.00K | 0.00% | +1+1.0% | Added |
| BDO Wealth Advisors, LLC | 100 | $6.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $6.57K | 0.00% | +80+400.0% | Added |
| Earnest Partners LLC | 99 | $6.50K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $5.91K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 86 | $5.64K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 60 | $3.94K | 0.00% | −10−14.3% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.74K | 0.00% | −11−16.2% | Reduced |
| Investors Research Corp | 57 | $3.74K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 55 | $3.61K | 0.00% | +55 | New |
| Versant Capital Management, Inc | 54 | $3.55K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $3.55K | 0.00% | +54 | New |
| Column Capital Advisors, LLC | 52 | $3.42K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $3.28K | 0.00% | −81−61.8% | Reduced |
| Hantz Financial Services, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $2.96K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.82K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 42,400 | $2.79K | 0.00% | −1,826−4.1% | Reduced |
| Horan Securities, Inc. | 41 | $2.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $2.56K | 0.00% | −781−95.2% | Reduced |
| Colonial Trust Co | 36 | $2.38K | 0.00% | +36 | New |
| Burleson & Company, LLC | 36 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $2.17K | 0.00% | +30+1,000.0% | Added |
| Disciplined Investments, LLC | 29 | $1.91K | 0.00% | −5−14.7% | Reduced |
| Clean Yield Group | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.58K | 0.00% | +1+4.3% | Added |
| M&R Capital Management Inc | 23 | $1.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 17 | $1.12K | 0.00% | +17 | New |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 15 | $979 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 12 | $792 | 0.00% | −5−29.4% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $791 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $736 | 0.00% | +4+57.1% | Added |
| Eagle Bay Advisors LLC | 11 | $722 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $722 | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 10 | $656 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $131 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $0 | 0.00% | +83+153.7% | Added |
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −143,154−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −112,759−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −67,191−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −63,800−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −54,162−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −28,169−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −25,919−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,025−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,305−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −16,708−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,825−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,913−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,490−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |