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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 27,275 | $1.82M | 0.01% | +1,758+6.9% | Added |
| BNC Wealth Management, LLC | 27,515 | $1.84M | 0.98% | +22,947+502.3% | Added |
| British Columbia Investment Management Corp | 27,947 | $1.87M | 0.02% | +494+1.8% | Added |
| Stephens Consulting, LLC | 27,995 | $1.87M | 0.74% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,153 | $1.88M | 0.01% | −840−2.9% | Reduced |
| State of Tennessee, Treasury Department | 28,212 | $1.88M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 28,244 | $1.89M | 0.01% | +1,246+4.6% | Added |
| State of Alaska, Department of Revenue | 28,423 | $1.90M | 0.02% | +1,333+4.9% | Added |
| Winton Group Ltd | 29,166 | $1.95M | 0.16% | +29,166 | New |
| J.W. Cole Advisors, Inc. | 29,334 | $1.96M | 0.14% | +10.0% | Added |
| Bright Rock Capital Management, LLC | 29,500 | $1.97M | 0.46% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 29,956 | $2.00M | 0.00% | +9,011+43.0% | Added |
| CIBC Asset Management Inc | 30,047 | $2.01M | 0.01% | −268−0.9% | Reduced |
| Veritable, L.P. | 30,060 | $2.01M | 0.03% | −91−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 30,237 | $2.02M | 0.15% | +3,006+11.0% | Added |
| Equitable Trust Co | 30,242 | $2.02M | 0.15% | 00.0% | Unchanged |
| CIC Wealth, LLC | 31,248 | $2.09M | 0.72% | +10.0% | Added |
| Utah Retirement Systems | 31,579 | $2.11M | 0.03% | −1,100−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,898 | $2.13M | 0.02% | +897+2.9% | Added |
| Nissay Asset Management Corp | 32,200 | $2.15M | 0.02% | −1,492−4.4% | Reduced |
| Gotham Asset Management, LLC | 32,322 | $2.16M | 0.05% | +16,770+107.8% | Added |
| Tran Capital Management, L.P. | 33,385 | $2.23M | 0.26% | 00.0% | Unchanged |
| Atria Investments LLC | 33,642 | $2.25M | 0.04% | +2,002+6.3% | Added |
| Fifth Third Bancorp | 33,773 | $2.26M | 0.01% | −1,578−4.5% | Reduced |
| LRT Capital Management, LLC | 34,021 | $2.26M | 1.66% | +7,490+28.2% | Added |
| Simmons Bank | 33,860 | $2.26M | 0.19% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 33,915 | $2.27M | 0.09% | −1,297−3.7% | Reduced |
| McDonald Partners LLC | 34,272 | $2.29M | 0.70% | +26+0.1% | Added |
| Great Lakes Advisors, LLC | 35,013 | $2.34M | 0.02% | +413+1.2% | Added |
| Pathstone Family Office, LLC | 34,995 | $2.34M | 0.03% | +1,123+3.3% | Added |
| Chickasaw Capital Management LLC | 35,421 | $2.37M | 0.13% | −325−0.9% | Reduced |
| Truist Financial Corp | 35,483 | $2.37M | 0.00% | −1,508−4.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,853 | $2.39M | 0.01% | +177+0.5% | Added |
| Ally Financial Inc. | 35,900 | $2.40M | 0.34% | +900+2.6% | Added |
| Storebrand Asset Management AS | 36,018 | $2.41M | 0.01% | +15,064+71.9% | Added |
| Bartlett & Co. LLC | 36,041 | $2.41M | 0.04% | +19,510+118.0% | Added |
| Bartlett & Co. Wealth Management LLC | 36,041 | $2.41M | 0.04% | +19,510+118.0% | Added |
| Verition Fund Management LLC | 36,625 | $2.45M | 0.04% | −1,994−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 36,748 | $2.45M | 0.03% | −2,718−6.9% | Reduced |
| Jarislowsky, Fraser Ltd | 37,212 | $2.49M | 0.01% | −3,798−9.3% | Reduced |
| Atlas Brown,Inc. | 37,486 | $2.50M | 1.10% | +1,971+5.5% | Added |
| Cetera Advisor Networks LLC | 38,115 | $2.55M | 0.02% | +1,002+2.7% | Added |
| Texas Permanent School Fund | 38,355 | $2.56M | 0.02% | +229+0.6% | Added |
| Advisor Group Holdings, Inc. | 38,489 | $2.57M | 0.00% | +4,977+14.9% | Added |
| Private Advisor Group, LLC | 38,438 | $2.57M | 0.02% | −2,619−6.4% | Reduced |
| Glenmede Trust Co NA | 40,184 | $2.58M | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 38,900 | $2.60M | 0.07% | +8,400+27.5% | Added |
| SG Americas Securities, LLC | 39,459 | $2.63M | 0.02% | +26,508+204.7% | Added |
| ML & R Wealth Management LLC | 40,372 | $2.70M | 0.59% | +40,372 | New |
| William Allan, LLC | 40,606 | $2.71M | 2.08% | +1,736+4.5% | Added |
| Schroder Investment Management Group | 40,886 | $2.73M | 0.00% | −260,254−86.4% | Reduced |
| Xponance, Inc. | 41,221 | $2.75M | 0.04% | +3,923+10.5% | Added |
| Retirement Systems of Alabama | 41,571 | $2.78M | 0.01% | −12,481−23.1% | Reduced |
| Legacy Trust | 42,111 | $2.81M | 0.77% | +1,499+3.7% | Added |
| D L Carlson Investment Group Inc | 42,393 | $2.83M | 0.54% | −246−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 42,559 | $2.84M | 0.01% | −26,202−38.1% | Reduced |
| Russell Investments Group, Ltd. | 42,820 | $2.86M | 0.01% | −18,178−29.8% | Reduced |
| Teza Capital Management LLC | 44,347 | $2.96M | 0.48% | +44,347 | New |
| Richard Bernstein Advisors LLC | 44,474 | $2.97M | 0.06% | +44,474 | New |
| Ossiam | 45,468 | $3.04M | 0.05% | −951,976−95.4% | Reduced |
| Swiss Life Asset Management Ltd | 45,474 | $3.04M | 0.04% | −2,467−5.1% | Reduced |
| American Century Companies Inc | 45,552 | $3.04M | 0.00% | −4,827−9.6% | Reduced |
| Schulhoff & Co Inc | 47,377 | $3.16M | 1.47% | −1,117−2.3% | Reduced |
| Amalgamated Bank | 48,422 | $3.23M | 0.03% | −3,321−6.4% | Reduced |
| Fruth Investment Management | 48,915 | $3.27M | 0.93% | −300−0.6% | Reduced |
| Maven Securities LTD | 49,208 | $3.29M | 0.47% | −15,391−23.8% | Reduced |
| Northeast Investment Management | 50,160 | $3.35M | 0.19% | +865+1.8% | Added |
| Standard Life Aberdeen plc | 51,239 | $3.42M | 0.01% | −88,312−63.3% | Reduced |
| Garrison Asset Management, LLC | 51,275 | $3.42M | 2.05% | −99−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 51,380 | $3.43M | 0.02% | −230.0% | Reduced |
| American International Group, Inc. | 51,541 | $3.44M | 0.02% | +1,158+2.3% | Added |
| Brinker Capital Investments, LLC | 51,949 | $3.47M | 0.04% | −3,838−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 51,949 | $3.47M | 0.04% | −3,838−6.9% | Reduced |
| Peninsula Asset Management Inc | 52,071 | $3.48M | 2.05% | −2,308−4.2% | Reduced |
| Aureus Asset Management, LLC | 52,251 | $3.49M | 0.26% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 52,378 | $3.50M | 0.00% | −13,480−20.5% | Reduced |
| MetLife Investment Management | 52,518 | $3.51M | 0.03% | +1,010+2.0% | Added |
| Voloridge Investment Management, LLC | 52,894 | $3.53M | 0.02% | −134,322−71.7% | Reduced |
| DekaBank Deutsche Girozentrale | 53,567 | $3.57M | 0.01% | +1,725+3.3% | Added |
| Brown Brothers Harriman & Co | 54,174 | $3.62M | 0.03% | −17,519−24.4% | Reduced |
| State of Michigan Retirement System | 54,297 | $3.63M | 0.02% | −2,900−5.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 54,360 | $3.63M | 0.05% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 55,000 | $3.67M | 0.04% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 55,800 | $3.73M | 0.04% | −700−1.2% | Reduced |
| Harvey Investment Co LLC | 56,042 | $3.74M | 0.49% | −2,200−3.8% | Reduced |
| Swedbank AB | 56,481 | $3.77M | 0.01% | 00.0% | Unchanged |
| Hendley & Co Inc | 56,764 | $3.79M | 1.57% | +1,291+2.3% | Added |
| Stratos Wealth Partners, LTD. | 56,879 | $3.80M | 0.09% | +3,117+5.8% | Added |
| Northstar Group, Inc. | 58,257 | $3.89M | 0.91% | −368−0.6% | Reduced |
| Hudson Bay Capital Management LP | 59,529 | $3.98M | 0.04% | +59,529 | New |
| IFM Investors Pty Ltd | 61,619 | $4.11M | 0.05% | +10,264+20.0% | Added |
| Asset Advisors Investment Management, LLC | 62,256 | $4.16M | 0.53% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 63,425 | $4.25M | 0.03% | +59,805+1,652.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 64,084 | $4.28M | 0.21% | +1,052+1.7% | Added |
| Allianz Asset Management GmbH | 65,617 | $4.38M | 0.01% | +27,627+72.7% | Added |
| AXA S.A. | 67,611 | $4.52M | 0.02% | +1,266+1.9% | Added |
| Royal London Asset Management Ltd | 70,422 | $4.70M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 72,861 | $4.87M | 0.01% | +9,518+15.0% | Added |
| Oppenheimer & Co Inc | 76,452 | $5.11M | 0.10% | +2,136+2.9% | Added |
| Public Employees Retirement System of Ohio | 84,380 | $5.63M | 0.02% | −8,051−8.7% | Reduced |