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, Q1 2023
Institutional positions in Brown Forman Corp as of Mar 31, 2023. 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
- 661
- −5 vs. Q4 2022
- Shares held
- 153.1M
- +1.24M (+0.8%) vs. Q4 2022
- Total value
- $9.84B
- −$134.4M (−1.3%) vs. Q4 2022
- New holders
- 52
- 222 more added
- Sold out
- 57
- 240 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Washington Trust Co | 2 | $129 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $193 | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 4 | $257 | 0.00% | −29−87.9% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $257 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $322 | 0.00% | +5 | New |
| Arlington Partners LLC | 8 | $514 | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $643 | 0.00% | −292−96.7% | Reduced |
| North Star Investment Management Corp. | 11 | $707 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $707 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $722 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $774 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $836 | 0.00% | +13 | New |
| Core Alternative Capital | 13 | $836 | 0.00% | +13 | New |
| Grey Fox Wealth Advisors, LLC | 14 | $900 | 0.00% | +14 | New |
| Penserra Capital Management LLC | 26 | $1.00K | 0.00% | −44,257−99.9% | Reduced |
| Simplex Trading, LLC | 31 | $1.00K | 0.00% | +31 | New |
| SkyView Investment Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 16 | $1.03K | 0.00% | −8−33.3% | Reduced |
| TFC Financial Management | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.80K | 0.00% | −1−3.4% | Reduced |
| WR Wealth Planners, LLC | 30 | $1.93K | 0.00% | +30 | New |
| Grove Bank & Trust | 34 | $2.19K | 0.00% | +34 | New |
| Dark Forest Capital Management LP | 35 | $2.25K | 0.00% | +35 | New |
| Colonial Trust Co | 36 | $2.29K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $2.51K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 41 | $2.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.76K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $2.83K | 0.00% | −16−26.7% | Reduced |
| Lowe Wealth Advisors, LLC | 45 | $2.89K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | +1+2.0% | Added |
| Credential Qtrade Securities Inc. | 48 | $3.08K | 0.00% | +48 | New |
| Carolinas Wealth Consulting LLC | 48 | $3.09K | 0.00% | +36+300.0% | Added |
| Column Capital Advisors, LLC | 52 | $3.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $3.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $3.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $3.66K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.66K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 70 | $4.50K | 0.00% | −30−30.0% | Reduced |
| Raleigh Capital Management Inc. | 86 | $5.54K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $5.78K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 92 | $5.91K | 0.00% | −60−39.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 96 | $6.17K | 0.00% | −37−27.8% | Reduced |
| Earnest Partners LLC | 99 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $6.88K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 115 | $7.39K | 0.00% | −4,541−97.5% | Reduced |
| TCI Wealth Advisors, Inc. | 118 | $7.58K | 0.00% | −5−4.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 125 | $8.03K | 0.00% | +125 | New |
| MV Capital Management, Inc. | 127 | $8.16K | 0.00% | −132−51.0% | Reduced |
| Central Bank & Trust Co | 150 | $9.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $9.83K | 0.00% | −43−21.9% | Reduced |
| Smithfield Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 158 | $10.2K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 165 | $10.6K | 0.00% | −160−49.2% | Reduced |
| Level Financial Advisors, Inc. | 175 | $11.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 207 | $13.0K | 0.00% | +15+7.8% | Added |
| Mendota Financial Group, LLC | 195 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 206 | $13.2K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 207 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 207 | $13.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 215 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 227 | $14.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 220 | $14.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $14.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 233 | $15.0K | 0.00% | −224−49.0% | Reduced |
| Pinnacle Bancorp, Inc. | 241 | $15.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $17.0K | 0.01% | +77+41.2% | Added |
| Lindbrook Capital, LLC | 273 | $17.5K | 0.00% | −6−2.2% | Reduced |
| American National Bank | 293 | $18.8K | 0.00% | −248−45.8% | Reduced |
| Huntington National Bank | 299 | $19.2K | 0.00% | +126+72.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $19.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 327 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 332 | $21.3K | 0.00% | −842−71.7% | Reduced |
| Global Retirement Partners, LLC | 352 | $22.6K | 0.00% | −1,219−77.6% | Reduced |
| Clear Street Markets LLC | 359 | $23.0K | 0.01% | +174+94.1% | Added |
| CVA Family Office, LLC | 361 | $23.2K | 0.01% | +45+14.2% | Added |
| Riverview Trust Co | 365 | $23.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 402 | $25.8K | 0.01% | −131−24.6% | Reduced |
| TD Private Client Wealth LLC | 433 | $27.8K | 0.00% | −45−9.4% | Reduced |
| Tradition Wealth Management, LLC | 438 | $28.0K | 0.00% | +13+3.1% | Added |
| Belpointe Asset Management LLC | 461 | $29.6K | 0.00% | −75−14.0% | Reduced |
| Quent Capital, LLC | 499 | $32.0K | 0.01% | +1+0.2% | Added |
| Citizens National Bank Trust Department | 500 | $32.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 500 | $32.1K | 0.00% | +500 | New |
| Zions Bancorporation, N.A. | 504 | $32.4K | 0.00% | −40−7.4% | Reduced |
| Loomis Sayles & Co L P | 508 | $33.0K | 0.00% | −269−34.6% | Reduced |
| Artemis Wealth Advisors, LLC | 554 | $35.6K | 0.01% | +87+18.6% | Added |
| JJJ Advisors Inc. | 568 | $35.7K | 0.01% | −22−3.7% | Reduced |
| First Personal Financial Services | 562 | $36.1K | 0.01% | 00.0% | Unchanged |
| Permit Capital, LLC | 575 | $37.0K | 0.01% | −400−41.0% | Reduced |
| Atticus Wealth Management, LLC | 580 | $37.3K | 0.01% | 00.0% | Unchanged |