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
- 656
- −5 vs. Q1 2023
- Shares held
- 157.2M
- +4.09M (+2.7%) vs. Q1 2023
- Total value
- $10.5B
- +$646.1M (+6.6%) vs. Q1 2023
- New holders
- 53
- 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 | 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, 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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 42,393 | $2.83M | 0.54% | −246−0.6% | Reduced |
| Legacy Trust | 42,111 | $2.81M | 0.77% | +1,499+3.7% | Added |
| Retirement Systems of Alabama | 41,571 | $2.78M | 0.01% | −12,481−23.1% | Reduced |
| Xponance, Inc. | 41,221 | $2.75M | 0.04% | +3,923+10.5% | Added |
| Schroder Investment Management Group | 40,886 | $2.73M | 0.00% | −260,254−86.4% | Reduced |
| William Allan, LLC | 40,606 | $2.71M | 2.08% | +1,736+4.5% | Added |
| ML & R Wealth Management LLC | 40,372 | $2.70M | 0.59% | +40,372 | New |
| SG Americas Securities, LLC | 39,459 | $2.63M | 0.02% | +26,508+204.7% | Added |
| Andra AP-fonden | 38,900 | $2.60M | 0.07% | +8,400+27.5% | Added |
| Glenmede Trust Co NA | 40,184 | $2.58M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 38,438 | $2.57M | 0.02% | −2,619−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 38,489 | $2.57M | 0.00% | +4,977+14.9% | Added |
| Texas Permanent School Fund | 38,355 | $2.56M | 0.02% | +229+0.6% | Added |
| Cetera Advisor Networks LLC | 38,115 | $2.55M | 0.02% | +1,002+2.7% | Added |
| Atlas Brown,Inc. | 37,486 | $2.50M | 1.10% | +1,971+5.5% | Added |
| Jarislowsky, Fraser Ltd | 37,212 | $2.49M | 0.01% | −3,798−9.3% | Reduced |
| Oregon Public Employees Retirement Fund | 36,748 | $2.45M | 0.03% | −2,718−6.9% | Reduced |
| Verition Fund Management LLC | 36,625 | $2.45M | 0.04% | −1,994−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 36,041 | $2.41M | 0.04% | +19,510+118.0% | Added |
| Bartlett & Co. LLC | 36,041 | $2.41M | 0.04% | +19,510+118.0% | Added |
| Storebrand Asset Management AS | 36,018 | $2.41M | 0.01% | +15,064+71.9% | Added |
| Ally Financial Inc. | 35,900 | $2.40M | 0.34% | +900+2.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,853 | $2.39M | 0.01% | +177+0.5% | Added |
| Truist Financial Corp | 35,483 | $2.37M | 0.00% | −1,508−4.1% | Reduced |
| Chickasaw Capital Management LLC | 35,421 | $2.37M | 0.13% | −325−0.9% | Reduced |
| Pathstone Family Office, LLC | 34,995 | $2.34M | 0.03% | +1,123+3.3% | Added |
| Great Lakes Advisors, LLC | 35,013 | $2.34M | 0.02% | +413+1.2% | Added |
| McDonald Partners LLC | 34,272 | $2.29M | 0.70% | +26+0.1% | Added |
| Heritage Investors Management Corp | 33,915 | $2.27M | 0.09% | −1,297−3.7% | Reduced |
| Simmons Bank | 33,860 | $2.26M | 0.19% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 34,021 | $2.26M | 1.66% | +7,490+28.2% | Added |
| Fifth Third Bancorp | 33,773 | $2.26M | 0.01% | −1,578−4.5% | Reduced |
| Atria Investments LLC | 33,642 | $2.25M | 0.04% | +2,002+6.3% | Added |
| Tran Capital Management, L.P. | 33,385 | $2.23M | 0.26% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 32,322 | $2.16M | 0.05% | +16,770+107.8% | Added |
| Nissay Asset Management Corp | 32,200 | $2.15M | 0.02% | −1,492−4.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,898 | $2.13M | 0.02% | +897+2.9% | Added |
| Utah Retirement Systems | 31,579 | $2.11M | 0.03% | −1,100−3.4% | Reduced |
| CIC Wealth, LLC | 31,248 | $2.09M | 0.72% | +10.0% | Added |
| Equitable Trust Co | 30,242 | $2.02M | 0.15% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 30,237 | $2.02M | 0.15% | +3,006+11.0% | Added |
| Veritable, L.P. | 30,060 | $2.01M | 0.03% | −91−0.3% | Reduced |
| CIBC Asset Management Inc | 30,047 | $2.01M | 0.01% | −268−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,956 | $2.00M | 0.00% | +9,011+43.0% | Added |
| Bright Rock Capital Management, LLC | 29,500 | $1.97M | 0.46% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 29,334 | $1.96M | 0.14% | +10.0% | Added |
| Winton Group Ltd | 29,166 | $1.95M | 0.16% | +29,166 | New |
| State of Alaska, Department of Revenue | 28,423 | $1.90M | 0.02% | +1,333+4.9% | Added |
| Natixis Advisors, L.P. | 28,244 | $1.89M | 0.01% | +1,246+4.6% | Added |
| State of Tennessee, Treasury Department | 28,212 | $1.88M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,153 | $1.88M | 0.01% | −840−2.9% | Reduced |
| Stephens Consulting, LLC | 27,995 | $1.87M | 0.74% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 27,947 | $1.87M | 0.02% | +494+1.8% | Added |
| BNC Wealth Management, LLC | 27,515 | $1.84M | 0.98% | +22,947+502.3% | Added |
| AE Wealth Management LLC | 27,275 | $1.82M | 0.01% | +1,758+6.9% | Added |
| Schonfeld Strategic Advisors LLC | 27,164 | $1.81M | 0.02% | −4,618−14.5% | Reduced |
| GWM Advisors LLC | 27,036 | $1.81M | 0.02% | −2,161−7.4% | Reduced |
| Bragg Financial Advisors, Inc | 26,672 | $1.78M | 0.10% | +497+1.9% | Added |
| Pacer Advisors, Inc. | 26,644 | $1.78M | 0.01% | +13,029+95.7% | Added |
| New York Life Investment Management LLC | 26,452 | $1.77M | 0.02% | +32+0.1% | Added |
| 1832 Asset Management L.P. | 26,217 | $1.75M | 0.00% | −1,416−5.1% | Reduced |
| Achmea Investment Management B.V. | 26,102 | $1.74M | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 26,061 | $1.74M | 0.02% | +151+0.6% | Added |
| Stephens Inc | 26,008 | $1.74M | 0.03% | +178+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,567 | $1.71M | 0.03% | −28−0.1% | Reduced |
| Ingalls & Snyder LLC | 25,491 | $1.70M | 0.08% | −375−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 24,929 | $1.67M | 0.05% | +4,820+24.0% | Added |
| Ameritas Investment Partners, Inc. | 24,912 | $1.66M | 0.06% | −1,830−6.8% | Reduced |
| Natixis | 24,888 | $1.66M | 0.01% | −173,818−87.5% | Reduced |
| Venture Visionary Partners LLC | 24,561 | $1.64M | 0.10% | +20.0% | Added |
| Pinnacle Wealth Management, LLC | 24,414 | $1.63M | 1.65% | +24,414 | New |
| Panagora Asset Management Inc | 24,153 | $1.61M | 0.01% | +104+0.4% | Added |
| Element Capital Management LLC | 24,011 | $1.60M | 0.11% | +1,290+5.7% | Added |
| Mackenzie Financial Corp | 23,921 | $1.60M | 0.00% | −1,174−4.7% | Reduced |
| L.M. Kohn & Company | 23,757 | $1.59M | 0.60% | −186−0.8% | Reduced |
| ICW Investment Advisors LLC | 23,742 | $1.59M | 0.85% | +656+2.8% | Added |
| Teacher Retirement System of Texas | 23,441 | $1.56M | 0.01% | −11,030−32.0% | Reduced |
| MPS Loria Financial Planners, LLC | 23,320 | $1.56M | 0.59% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23,303 | $1.56M | 0.23% | −209−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 23,271 | $1.55M | 0.38% | +2,071+9.8% | Added |
| Ethic Inc. | 23,161 | $1.55M | 0.06% | −32−0.1% | Reduced |
| Jump Financial, LLC | 22,400 | $1.50M | 0.06% | +22,400 | New |
| Bahl & Gaynor Inc | 22,173 | $1.48M | 0.01% | −2,136−8.8% | Reduced |
| Davis R M Inc | 22,012 | $1.47M | 0.04% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $1.47M | 0.41% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 21,803 | $1.46M | 0.67% | +10,558+93.9% | Added |
| Czech National Bank | 21,651 | $1.45M | 0.03% | +116+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 21,624 | $1.44M | 0.02% | +495+2.3% | Added |
| Daiwa Securities Group Inc. | 21,535 | $1.44M | 0.01% | −103−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 21,528 | $1.44M | 0.18% | +21,528 | New |
| CIBC World Markets Corp | 21,433 | $1.43M | 0.01% | +12,185+131.8% | Added |
| Koshinski Asset Management, Inc. | 20,942 | $1.40M | 0.15% | −4,960−19.1% | Reduced |
| First Foundation Advisors | 20,913 | $1.40M | 0.06% | −26−0.1% | Reduced |
| United Asset Strategies, Inc. | 20,805 | $1.39M | 0.17% | +2,131+11.4% | Added |
| CI Private Wealth, LLC | 20,598 | $1.38M | 0.00% | −1,084−5.0% | Reduced |
| Pensionfund Sabic | 20,000 | $1.34M | 0.45% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,845 | $1.32M | 0.00% | +972+5.2% | Added |
| Banque Pictet & Cie SA | 18,951 | $1.27M | 0.01% | +18,951 | New |
| Creative Planning | 18,917 | $1.26M | 0.00% | +1,127+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 18,797 | $1.26M | 0.05% | +1,490+8.6% | Added |