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, Q2 2023
Institutional positions in Brown Forman Corp as of Jun 30, 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
- 655
- −6 vs. Q1 2023
- Shares held
- 157.2M
- +4.08M (+2.7%) vs. Q1 2023
- Total value
- $10.5B
- +$645.9M (+6.6%) vs. Q1 2023
- New holders
- 52
- 224 more added
- Sold out
- 58
- 229 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| Washington Trust Co | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4 | $267 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $268 | 0.00% | +4 | New |
| American National Bank | 8 | $534 | 0.00% | −285−97.3% | Reduced |
| Arlington Partners LLC | 8 | $534 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $535 | 0.00% | −10−55.6% | Reduced |
| Atlas Capital Advisors LLC | 10 | $667 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $668 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $668 | 0.00% | +5+100.0% | Added |
| North Star Investment Management Corp. | 11 | $735 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $735 | 0.00% | +11 | New |
| First Capital Advisors Group, LLC. | 12 | $801 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $804 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | +7+77.8% | Added |
| SJS Investment Consulting Inc. | 18 | $1.20K | 0.00% | +2+12.5% | Added |
| Longfellow Investment Management Co LLC | 20 | $1.35K | 0.00% | +9+81.8% | Added |
| Abound Wealth Management | 21 | $1.40K | 0.00% | +21 | New |
| M&R Capital Management Inc | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $1.94K | 0.00% | +1+3.6% | Added |
| Simplex Trading, LLC | 42 | $2.00K | 0.00% | +11+35.5% | Added |
| WR Wealth Planners, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $2.52K | 0.00% | +2+5.6% | Added |
| First Horizon Advisors, Inc. | 39 | $2.60K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 41 | $2.74K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.80K | 0.00% | −6−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Lowe Wealth Advisors, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $3.21K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $3.47K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $3.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $3.61K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 55 | $3.67K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 57 | $3.81K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 63 | $4.21K | 0.00% | +9+16.7% | Added |
| Ronald Blue Trust, Inc. | 85 | $5.00K | 0.00% | −122−58.9% | Reduced |
| Raleigh Capital Management Inc. | 86 | $5.77K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $6.01K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $6.41K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 99 | $6.61K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $6.68K | 0.00% | +30+42.9% | Added |
| AlphaMark Advisors, LLC | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $7.14K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 115 | $7.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 117 | $7.81K | 0.00% | −10−7.9% | Reduced |
| VisionPoint Advisory Group, LLC | 124 | $8.28K | 0.00% | +124 | New |
| GPS Wealth Strategies Group, LLC | 125 | $8.35K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $8.35K | 0.00% | +125 | New |
| Capital Advisors, Ltd. LLC | 137 | $9.00K | 0.00% | +137 | New |
| Smithfield Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $10.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 158 | $10.6K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 166 | $11.1K | 0.00% | −51,407−99.7% | Reduced |
| Level Financial Advisors, Inc. | 175 | $11.7K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 195 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $13.2K | 0.00% | −8−3.9% | Reduced |
| First Command Bank | 207 | $13.8K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 207 | $13.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 220 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 227 | $15.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 215 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $15.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 239 | $16.0K | 0.01% | −120−33.4% | Reduced |
| Pinnacle Bancorp, Inc. | 241 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 262 | $17.5K | 0.00% | +29+12.4% | Added |
| West Paces Advisors Inc. | 264 | $17.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $20.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 312 | $20.8K | 0.00% | −625−66.7% | Reduced |
| Parkside Financial Bank & Trust | 329 | $22.0K | 0.01% | −73−18.2% | Reduced |
| Global Retirement Partners, LLC | 331 | $22.1K | 0.00% | −21−6.0% | Reduced |
| Riverview Trust Co | 365 | $24.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 372 | $24.8K | 0.00% | −61−14.1% | Reduced |
| Rosenberg Matthew Hamilton | 392 | $26.2K | 0.01% | −968−71.2% | Reduced |
| Huntington National Bank | 406 | $27.1K | 0.00% | +107+35.8% | Added |
| Massmutual Trust Co FSB | 423 | $28.2K | 0.00% | +96+29.4% | Added |
| Lindbrook Capital, LLC | 425 | $28.4K | 0.00% | +152+55.7% | Added |
| Tradition Wealth Management, LLC | 439 | $29.0K | 0.00% | +1+0.2% | Added |
| Zions Bancorporation, N.A. | 435 | $29.0K | 0.00% | −69−13.7% | Reduced |
| JJJ Advisors Inc. | 439 | $29.3K | 0.01% | −129−22.7% | Reduced |
| Intrepid Capital Management Inc | 447 | $29.9K | 0.02% | +447 | New |
| Caldwell Trust Co | 455 | $30.4K | 0.00% | −1,730−79.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 474 | $32.0K | 0.00% | −406−46.1% | Reduced |
| Quent Capital, LLC | 499 | $33.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $33.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 531 | $35.5K | 0.01% | +170+47.1% | Added |
| Allworth Financial LP | 542 | $36.2K | 0.00% | −4,133−88.4% | Reduced |
| First Personal Financial Services | 562 | $37.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 566 | $37.8K | 0.03% | +566 | New |
| Permit Capital, LLC | 575 | $38.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $38.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 616 | $41.3K | 0.00% | +616 | New |