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 | 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, 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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 17,784 | $1.14M | 0.05% | +2,977+20.1% | Added |
| Cullen/Frost Bankers, Inc. | 17,741 | $1.14M | 0.02% | −2,230−11.2% | Reduced |
| Chico Wealth RIA | 17,529 | $1.13M | 1.45% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,382 | $1.12M | 0.01% | +297+1.7% | Added |
| Carnegie Capital Asset Management, LLC | 17,307 | $1.11M | 0.04% | −1,030−5.6% | Reduced |
| Teamwork Financial Advisors, LLC | 16,864 | $1.08M | 0.20% | +1,368+8.8% | Added |
| Plante Moran Financial Advisors, LLC | 16,765 | $1.08M | 0.15% | −277−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,660 | $1.07M | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 16,531 | $1.07M | 0.02% | −480−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,531 | $1.07M | 0.02% | −480−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 16,320 | $1.05M | 0.01% | −66,886−80.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,256 | $1.04M | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 16,178 | $1.04M | 0.15% | −1,591−9.0% | Reduced |
| Kestra Advisory Services, LLC | 16,099 | $1.03M | 0.01% | −892−5.2% | Reduced |
| Boston Trust Walden Corp | 15,950 | $1.03M | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 15,931 | $1.02M | 1.30% | +15,931 | New |
| Monumental Financial Group Inc. | 15,907 | $1.02M | 0.73% | +1,148+7.8% | Added |
| Private Trust Co NA | 15,842 | $1.02M | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,604 | $1.00M | 0.00% | +1,312+9.2% | Added |
| Gotham Asset Management, LLC | 15,552 | $999.5K | 0.02% | +6,945+80.7% | Added |
| Hartford Investment Management Co | 15,397 | $989.6K | 0.03% | +2,193+16.6% | Added |
| Knowledge Leaders Capital, LLC | 15,270 | $981.4K | 1.30% | −448−2.9% | Reduced |
| Bank of Nova Scotia | 15,196 | $976.6K | 0.00% | −3,698−19.6% | Reduced |
| Securian Asset Management, Inc | 15,147 | $973.5K | 0.03% | −100−0.7% | Reduced |
| Sippican Capital Advisors | 14,920 | $958.9K | 0.92% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 14,880 | $956.3K | 0.17% | −1,130−7.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 15,031 | $956.0K | 0.91% | +670+4.7% | Added |
| Aigen Investment Management, LP | 14,750 | $948.0K | 0.13% | −71,441−82.9% | Reduced |
| Maryland State Retirement & Pension System | 14,515 | $932.9K | 0.02% | +660+4.8% | Added |
| Kentucky Retirement Systems | 14,459 | $929.0K | 0.03% | +84+0.6% | Added |
| Triangle Securities Wealth Management | 14,307 | $919.5K | 0.33% | +1,617+12.7% | Added |
| Davenport & Co LLC | 14,162 | $910.2K | 0.01% | +2,099+17.4% | Added |
| Proequities, Inc. | 13,875 | $894.6K | 0.07% | +50.0% | Added |
| Northwestern Mutual Wealth Management Co | 13,911 | $894.0K | 0.00% | +1,252+9.9% | Added |
| Prudential PLC | 13,812 | $887.7K | 0.01% | −2,261−14.1% | Reduced |
| Sawyer & Company, Inc | 14,134 | $886.0K | 0.48% | −49−0.3% | Reduced |
| Arbor Capital Management Inc | 14,077 | $882.7K | 0.72% | +152+1.1% | Added |
| Pacer Advisors, Inc. | 13,615 | $875.0K | 0.00% | −139,041−91.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,486 | $866.7K | 0.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 13,334 | $857.0K | 0.11% | +254+1.9% | Added |
| Tredje AP-fonden | 13,215 | $849.3K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 13,078 | $843.2K | 0.66% | −824−5.9% | Reduced |
| Nordea Investment Management AB | 13,136 | $841.9K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13,088 | $841.2K | 0.10% | −100−0.8% | Reduced |
| XTX Topco Ltd | 12,976 | $834.0K | 0.17% | +3,742+40.5% | Added |
| Edgestream Partners, L.P. | 12,950 | $832.3K | 0.09% | +9,855+318.4% | Added |
| SG Americas Securities, LLC | 12,951 | $832.0K | 0.01% | +7,653+144.5% | Added |
| Marshall Financial Group LLC | 12,881 | $827.9K | 0.30% | −11,700−47.6% | Reduced |
| Gateway Investment Advisers LLC | 12,534 | $805.6K | 0.01% | +7,103+130.8% | Added |
| Norinchukin Bank, The | 12,239 | $786.6K | 0.02% | +414+3.5% | Added |
| Alps Advisors Inc | 12,170 | $782.2K | 0.01% | −646−5.0% | Reduced |
| Silvercrest Asset Management Group LLC | 11,934 | $767.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,900 | $764.8K | 0.02% | +100+0.8% | Added |
| Altfest L J & Co Inc | 11,734 | $754.0K | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,510 | $740.0K | 0.04% | −4,300−27.2% | Reduced |
| Segall Bryant & Hamill, LLC | 11,372 | $730.0K | 0.01% | −1,035−8.3% | Reduced |
| International Assets Investment Management, LLC | 11,311 | $726.9K | 0.11% | +9+0.1% | Added |
| Sigma Planning Corp | 11,262 | $723.8K | 0.02% | +704+6.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,245 | $722.7K | 0.42% | +11,245 | New |
| Commerce Bank | 11,222 | $721.2K | 0.01% | −210−1.8% | Reduced |
| Vontobel Holding Ltd. | 11,139 | $715.9K | 0.01% | +3,244+41.1% | Added |
| Rafferty Asset Management, LLC | 11,059 | $710.8K | 0.00% | +802+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,834 | $696.0K | 0.04% | +5,709+111.4% | Added |
| Mercer Global Advisors Inc | 10,712 | $688.0K | 0.00% | +536+5.3% | Added |
| M&T Bank Corp | 10,698 | $686.9K | 0.00% | +759+7.6% | Added |
| Townsend & Associates, Inc | 10,509 | $684.0K | 0.27% | +4,266+68.3% | Added |
| Roundview Capital LLC | 10,518 | $676.0K | 0.07% | +12+0.1% | Added |
| Associated Banc-Corp | 10,234 | $657.7K | 0.03% | −250−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,218 | $656.7K | 0.00% | −363−3.4% | Reduced |
| Metis Global Partners, LLC | 10,153 | $652.5K | 0.04% | +285+2.9% | Added |
| Independent Advisor Alliance | 10,069 | $647.2K | 0.03% | +10,069 | New |
| Nicholas Hoffman & Company, LLC. | 9,985 | $641.7K | 0.06% | −692−6.5% | Reduced |
| Wealthfront Advisers LLC | 9,698 | $623.3K | 0.00% | −6,986−41.9% | Reduced |
| Tufton Capital Management | 9,477 | $609.1K | 0.13% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,445 | $607.0K | 0.01% | −70−0.7% | Reduced |
| MQS Management LLC | 9,405 | $604.5K | 0.39% | +3,678+64.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 9,375 | $602.5K | 0.19% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,248 | $594.4K | 0.01% | −12,250−57.0% | Reduced |
| Alberta Investment Management Corp | 9,200 | $591.3K | 0.01% | +9,200 | New |
| Annapolis Financial Services, LLC | 8,971 | $576.6K | 0.17% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 8,952 | $575.4K | 0.05% | +1,007+12.7% | Added |
| Rowland & Co Investment Counsel | 8,949 | $575.2K | 0.14% | +295+3.4% | Added |
| LVM Capital Management Ltd | 8,905 | $572.0K | 0.08% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,750 | $564.2K | 0.03% | −3,750−30.0% | Reduced |
| Denali Advisors LLC | 8,718 | $560.3K | 0.23% | −482−5.2% | Reduced |
| Regions Financial Corp | 8,550 | $550.0K | 0.00% | −60,552−87.6% | Reduced |
| New Mexico Educational Retirement Board | 8,450 | $543.0K | 0.03% | −300−3.4% | Reduced |
| Twinbeech Capital LP | 8,403 | $540.1K | 0.01% | −44,078−84.0% | Reduced |
| Contravisory Investment Management, Inc. | 8,323 | $534.9K | 0.15% | +121+1.5% | Added |
| Oak Thistle LLC | 8,308 | $534.0K | 0.32% | +8,308 | New |
| Cerity Partners LLC | 8,316 | $533.7K | 0.00% | +3,410+69.5% | Added |
| JustInvest LLC | 8,187 | $526.2K | 0.02% | −62−0.8% | Reduced |
| Metropolitan Life Insurance Co | 8,179 | $525.7K | 0.03% | −2,160−20.9% | Reduced |
| Ancora Advisors, LLC | 8,046 | $517.1K | 0.01% | −734−8.4% | Reduced |
| Toroso Investments, LLC | 7,887 | $507.0K | 0.02% | +460+6.2% | Added |
| Thrivent Financial for Lutherans | 7,850 | $505.0K | 0.00% | +19+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,729 | $497.0K | 0.00% | +2,909+60.4% | Added |
| Ropes Wealth Advisors LLC | 7,697 | $494.7K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,609 | $489.0K | 0.01% | +3,388+80.3% | Added |
| Valeo Financial Advisors, LLC | 7,488 | $481.2K | 0.02% | −826−9.9% | Reduced |