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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 4,373 | $281.1K | 0.00% | −11,649−72.7% | Reduced |
| Confluence Wealth Services, Inc. | 4,411 | $283.5K | 0.07% | +4,411 | New |
| Ridgecrest Wealth Partners, LLC | 4,530 | $291.1K | 0.21% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 4,568 | $293.6K | 0.16% | +926+25.4% | Added |
| Smith Shellnut Wilson LLC | 4,593 | $295.2K | 0.18% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,615 | $296.6K | 0.02% | +4,615 | New |
| Greatmark Investment Partners, Inc. | 4,625 | $297.2K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,664 | $299.8K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,665 | $299.8K | 0.01% | +4,665 | New |
| Allworth Financial LP | 4,675 | $300.5K | 0.00% | +54+1.2% | Added |
| Atria Wealth Solutions, Inc. | 4,683 | $302.0K | 0.00% | +45+1.0% | Added |
| Haverford Trust Co | 4,751 | $305.3K | 0.00% | −224−4.5% | Reduced |
| Argent Trust Co | 4,829 | $310.4K | 0.02% | −658−12.0% | Reduced |
| Apeiron RIA LLC | 4,878 | $313.4K | 0.11% | +349+7.7% | Added |
| Harbor Capital Advisors, Inc. | 4,893 | $314.5K | 0.09% | +4,893 | New |
| Essex Financial Services, Inc. | 4,897 | $314.7K | 0.03% | +8+0.2% | Added |
| Resonant Capital Advisors, LLC | 4,964 | $320.1K | 0.04% | +135+2.8% | Added |
| Owen LaRue, LLC | 4,947 | $324.2K | 0.35% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,048 | $324.5K | 0.00% | −392−7.2% | Reduced |
| Miracle Mile Advisors, LLC | 5,055 | $324.9K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,079 | $326.4K | 0.03% | +245+5.1% | Added |
| Farther Finance Advisors, LLC | 5,141 | $330.4K | 0.10% | −287−5.3% | Reduced |
| Scotia Capital Inc. | 5,187 | $333.4K | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 5,348 | $336.7K | 0.04% | +2,674+100.0% | Added |
| CAPROCK Group, Inc. | 5,238 | $337.7K | 0.03% | +1,312+33.4% | Added |
| FourThought Financial Partners, LLC | 5,277 | $339.2K | 0.05% | −1,345−20.3% | Reduced |
| Manchester Capital Management LLC | 5,409 | $347.6K | 0.05% | +549+11.3% | Added |
| Schwartz Investment Counsel Inc | 5,425 | $348.7K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,497 | $353.3K | 0.01% | −616−10.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,500 | $353.5K | 0.09% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,544 | $356.3K | 0.07% | +5,544 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,577 | $358.4K | 0.00% | +1,013+22.2% | Added |
| ABLE Financial Group, LLC | 5,611 | $360.6K | 0.24% | +5,611 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $361.5K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,740 | $368.9K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,749 | $369.5K | 0.01% | +18+0.3% | Added |
| Hendershot Investments Inc. | 5,812 | $373.5K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,824 | $374.3K | 0.01% | +1,021+21.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,929 | $381.1K | 0.03% | +1,061+21.8% | Added |
| Meridian Wealth Management, LLC | 6,073 | $390.3K | 0.03% | +100+1.7% | Added |
| Magnetar Financial LLC | 6,178 | $397.1K | 0.01% | +919+17.5% | Added |
| StrategIQ Financial Group, LLC | 6,307 | $405.4K | 0.05% | −385−5.8% | Reduced |
| Gleason Group, Inc. | 6,361 | $408.8K | 0.12% | +797+14.3% | Added |
| BEAM Asset Management, LLC | 6,443 | $414.1K | 0.42% | +7+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,507 | $418.0K | 0.03% | −45−0.7% | Reduced |
| Advisor Partners II, LLC | 6,514 | $418.7K | 0.02% | −321−4.7% | Reduced |
| Citadel Investment Advisory, Inc. | 6,804 | $437.0K | 0.30% | 00.0% | Unchanged |
| MAI Capital Management | 6,801 | $437.1K | 0.01% | +22+0.3% | Added |
| Ieq Capital, LLC | 6,900 | $443.5K | 0.01% | +322+4.9% | Added |
| Retirement Guys Formula LLC | 6,934 | $445.7K | 0.32% | +285+4.3% | Added |
| Edmond de Rothschild Holding S.A. | 6,977 | $448.4K | 0.01% | +1,250+21.8% | Added |
| CWM, LLC | 6,989 | $449.0K | 0.00% | +1,703+32.2% | Added |
| Prospera Financial Services Inc | 7,066 | $454.1K | 0.02% | −1,868−20.9% | Reduced |
| Blair William & Co | 7,089 | $455.6K | 0.00% | −246−3.4% | Reduced |
| Fiera Capital Corp | 7,100 | $456.3K | 0.00% | +7,100 | New |
| Joel Isaacson & Co., LLC | 7,125 | $457.9K | 0.03% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,128 | $464.0K | 0.27% | +540+8.2% | Added |
| Vestcor Inc | 7,351 | $472.0K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 7,187 | $472.0K | 0.10% | 00.0% | Unchanged |
| Saybrook Capital | 7,375 | $474.0K | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 7,458 | $479.3K | 0.04% | −7,758−51.0% | Reduced |
| Valeo Financial Advisors, LLC | 7,488 | $481.2K | 0.02% | −826−9.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,609 | $489.0K | 0.01% | +3,388+80.3% | Added |
| Ropes Wealth Advisors LLC | 7,697 | $494.7K | 0.09% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 7,729 | $497.0K | 0.00% | +2,909+60.4% | Added |
| Thrivent Financial for Lutherans | 7,850 | $505.0K | 0.00% | +19+0.2% | Added |
| Toroso Investments, LLC | 7,887 | $507.0K | 0.02% | +460+6.2% | Added |
| Ancora Advisors, LLC | 8,046 | $517.1K | 0.01% | −734−8.4% | Reduced |
| Metropolitan Life Insurance Co | 8,179 | $525.7K | 0.03% | −2,160−20.9% | Reduced |
| JustInvest LLC | 8,187 | $526.2K | 0.02% | −62−0.8% | Reduced |
| Cerity Partners LLC | 8,316 | $533.7K | 0.00% | +3,410+69.5% | Added |
| Oak Thistle LLC | 8,308 | $534.0K | 0.32% | +8,308 | New |
| Contravisory Investment Management, Inc. | 8,323 | $534.9K | 0.15% | +121+1.5% | Added |
| Twinbeech Capital LP | 8,403 | $540.1K | 0.01% | −44,078−84.0% | Reduced |
| New Mexico Educational Retirement Board | 8,450 | $543.0K | 0.03% | −300−3.4% | Reduced |
| Regions Financial Corp | 8,550 | $550.0K | 0.00% | −60,552−87.6% | Reduced |
| Denali Advisors LLC | 8,718 | $560.3K | 0.23% | −482−5.2% | Reduced |
| Howland Capital Management LLC | 8,750 | $564.2K | 0.03% | −3,750−30.0% | Reduced |
| LVM Capital Management Ltd | 8,905 | $572.0K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 8,949 | $575.2K | 0.14% | +295+3.4% | Added |
| Axxcess Wealth Management, LLC | 8,952 | $575.4K | 0.05% | +1,007+12.7% | Added |
| Annapolis Financial Services, LLC | 8,971 | $576.6K | 0.17% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,200 | $591.3K | 0.01% | +9,200 | New |
| CIBC World Markets Corp | 9,248 | $594.4K | 0.01% | −12,250−57.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 9,375 | $602.5K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 9,405 | $604.5K | 0.39% | +3,678+64.2% | Added |
| Crossmark Global Holdings, Inc. | 9,445 | $607.0K | 0.01% | −70−0.7% | Reduced |
| Tufton Capital Management | 9,477 | $609.1K | 0.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 9,698 | $623.3K | 0.00% | −6,986−41.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,985 | $641.7K | 0.06% | −692−6.5% | Reduced |
| Independent Advisor Alliance | 10,069 | $647.2K | 0.03% | +10,069 | New |
| Metis Global Partners, LLC | 10,153 | $652.5K | 0.04% | +285+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 10,218 | $656.7K | 0.00% | −363−3.4% | Reduced |
| Associated Banc-Corp | 10,234 | $657.7K | 0.03% | −250−2.4% | Reduced |
| Roundview Capital LLC | 10,518 | $676.0K | 0.07% | +12+0.1% | Added |
| Townsend & Associates, Inc | 10,509 | $684.0K | 0.27% | +4,266+68.3% | Added |
| M&T Bank Corp | 10,698 | $686.9K | 0.00% | +759+7.6% | Added |
| Mercer Global Advisors Inc | 10,712 | $688.0K | 0.00% | +536+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,834 | $696.0K | 0.04% | +5,709+111.4% | Added |
| Rafferty Asset Management, LLC | 11,059 | $710.8K | 0.00% | +802+7.8% | Added |