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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 7,245 | $484.0K | 0.01% | +2,872+65.7% | Added |
| Confluence Wealth Services, Inc. | 7,225 | $482.5K | 0.10% | +2,814+63.8% | Added |
| American Investment Services, Inc. | 7,209 | $481.4K | 0.10% | +22+0.3% | Added |
| First City Capital Management, Inc. | 7,128 | $476.0K | 0.28% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,125 | $475.8K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,122 | $475.6K | 0.01% | +7,122 | New |
| CWM, LLC | 7,095 | $474.0K | 0.00% | +106+1.5% | Added |
| Edmond de Rothschild Holding S.A. | 7,097 | $473.9K | 0.01% | +120+1.7% | Added |
| Pitcairn Co | 7,067 | $471.9K | 0.04% | −391−5.2% | Reduced |
| Blair William & Co | 7,059 | $471.4K | 0.00% | −30−0.4% | Reduced |
| Wealthfront Advisers LLC | 6,958 | $464.7K | 0.00% | −2,740−28.3% | Reduced |
| Prospera Financial Services Inc | 6,878 | $459.3K | 0.02% | −188−2.7% | Reduced |
| MAI Capital Management | 6,831 | $456.2K | 0.01% | +30+0.4% | Added |
| ABLE Financial Group, LLC | 6,799 | $454.0K | 0.23% | +1,188+21.2% | Added |
| Citadel Investment Advisory, Inc. | 6,804 | $454.0K | 0.29% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 6,687 | $446.5K | 0.02% | +173+2.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,667 | $445.0K | 0.00% | −1,062−13.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,566 | $438.0K | 0.03% | +59+0.9% | Added |
| ORG Partners LLC | 6,530 | $436.0K | 0.07% | +6,530 | New |
| BEAM Asset Management, LLC | 6,450 | $430.7K | 0.30% | +7+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,431 | $429.5K | 0.03% | +502+8.5% | Added |
| MML Investors Services, LLC | 6,406 | $428.0K | 0.00% | +2,124+49.6% | Added |
| Gleason Group, Inc. | 6,379 | $426.0K | 0.11% | +18+0.3% | Added |
| Meridian Wealth Management, LLC | 6,329 | $422.7K | 0.04% | +256+4.2% | Added |
| CNH Partners LLC | 6,173 | $412.0K | 0.02% | +6,173 | New |
| Vontobel Holding Ltd. | 6,121 | $408.8K | 0.00% | −5,018−45.0% | Reduced |
| EP Wealth Advisors, LLC | 90,952 | $397.8K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,917 | $395.1K | 0.05% | −390−6.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,824 | $388.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,768 | $385.2K | 0.01% | +19+0.3% | Added |
| Woodmont Investment Counsel LLC | 5,740 | $383.3K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,737 | $383.1K | 0.06% | −75−1.3% | Reduced |
| Empirical Finance, LLC | 5,723 | $382.2K | 0.03% | +644+12.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,696 | $380.4K | 0.00% | +119+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $375.6K | 0.03% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,619 | $375.2K | 0.27% | +5,619 | New |
| Atria Wealth Solutions, Inc. | 5,599 | $375.0K | 0.01% | +916+19.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,583 | $372.8K | 0.01% | +1,210+27.7% | Added |
| Palumbo Wealth Management LLC | 5,530 | $369.3K | 0.23% | +5,530 | New |
| Glen Eagle Advisors, LLC | 5,500 | $367.3K | 0.08% | 00.0% | Unchanged |
| Argent Trust Co | 5,472 | $365.4K | 0.02% | +643+13.3% | Added |
| Schwartz Investment Counsel Inc | 5,425 | $362.3K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 5,180 | $361.3K | 0.38% | +5,180 | New |
| CAPROCK Group, Inc. | 5,308 | $355.6K | 0.03% | +70+1.3% | Added |
| Cetera Investment Advisers | 5,215 | $348.3K | 0.00% | +167+3.3% | Added |
| Scotia Capital Inc. | 5,187 | $346.4K | 0.00% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 5,185 | $346.3K | 0.20% | +5,185 | New |
| Apeiron RIA LLC | 5,107 | $341.0K | 0.12% | +229+4.7% | Added |
| Sequoia Financial Advisors, LLC | 5,100 | $340.6K | 0.01% | −397−7.2% | Reduced |
| Resonant Capital Advisors, LLC | 5,060 | $338.9K | 0.04% | +96+1.9% | Added |
| Miracle Mile Advisors, LLC | 5,055 | $337.6K | 0.01% | 00.0% | Unchanged |
| Owen LaRue, LLC | 4,947 | $330.6K | 0.35% | 00.0% | Unchanged |
| GTS Securities LLC | 4,934 | $329.5K | 0.01% | +4,934 | New |
| Harbor Capital Advisors, Inc. | 4,893 | $326.8K | 0.07% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,875 | $325.6K | 0.05% | +250+5.4% | Added |
| Essex Financial Services, Inc. | 4,837 | $323.0K | 0.04% | −60−1.2% | Reduced |
| Modera Wealth Management, LLC | 4,783 | $319.4K | 0.01% | +4,783 | New |
| FourThought Financial Partners, LLC | 4,753 | $317.4K | 0.04% | −524−9.9% | Reduced |
| Berkshire Asset Management LLC | 4,676 | $312.3K | 0.02% | +61+1.3% | Added |
| SevenBridge Financial Group, LLC | 4,664 | $311.5K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,638 | $309.7K | 0.01% | −27−0.6% | Reduced |
| Smith Shellnut Wilson LLC | 4,556 | $304.3K | 0.17% | −37−0.8% | Reduced |
| Ieq Capital, LLC | 4,550 | $303.8K | 0.01% | −2,350−34.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,530 | $302.5K | 0.20% | 00.0% | Unchanged |
| Weik Capital Management | 4,337 | $289.6K | 0.14% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $285.5K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,255 | $282.8K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,217 | $282.0K | 0.13% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,216 | $281.6K | 0.01% | −60−1.4% | Reduced |
| Independence Bank of Kentucky | 4,190 | $279.8K | 0.11% | 00.0% | Unchanged |
| Balentine LLC | 4,158 | $277.7K | 0.01% | +1,951+88.4% | Added |
| Ci Investments Inc. | 4,138 | $276.0K | 0.00% | +118+2.9% | Added |
| Oppenheimer Asset Management Inc. | 4,070 | $271.8K | 0.00% | −6−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,050 | $270.5K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,026 | $268.9K | 0.14% | +5+0.1% | Added |
| Revisor Wealth Management LLC | 3,951 | $263.8K | 0.24% | −260−6.2% | Reduced |
| Strategy Asset Managers LLC | 3,918 | $261.6K | 0.06% | +50+1.3% | Added |
| Lumature Wealth Partners, LLC | 3,890 | $259.8K | 0.15% | −20−0.5% | Reduced |
| Quantamental Technologies LLC | 3,874 | $258.7K | 0.11% | +3,874 | New |
| Privium Fund Management B.V. | 3,900 | $258.6K | 0.07% | +3,900 | New |
| Kennon-Green & Company, LLC | 3,867 | $258.2K | 0.24% | +240+6.6% | Added |
| Vantage Consulting Group Inc | 3,794 | $253.4K | 0.15% | −342−8.3% | Reduced |
| Syntax Advisors, LLC | 3,794 | $253.4K | 0.20% | −342−8.3% | Reduced |
| Eagle Ridge Investment Management | 3,750 | $250.4K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,746 | $250.1K | 0.00% | +3,746 | New |
| D.A. Davidson & Co. | 3,730 | $249.1K | 0.00% | −59−1.6% | Reduced |
| Regions Financial Corp | 3,718 | $248.3K | 0.00% | −4,832−56.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,610 | $241.0K | 0.13% | 00.0% | Unchanged |
| US Asset Management LLC | 3,515 | $235.0K | 0.25% | −436−11.0% | Reduced |
| Meritage Group LP | 3,524 | $235.0K | 0.01% | −91−2.5% | Reduced |
| Advisory Services Network, LLC | 3,504 | $234.0K | 0.01% | −24−0.7% | Reduced |
| AM Squared Ltd | 3,500 | $233.7K | 0.27% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,484 | $232.7K | 0.04% | 00.0% | Unchanged |
| Truadvice, LLC | 3,254 | $229.1K | 0.08% | −423−11.5% | Reduced |
| Global Trust Asset Management, LLC | 3,381 | $225.8K | 0.10% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 3,362 | $225.0K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,370 | $225.0K | 0.05% | +3,370 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 3,346 | $223.4K | 0.26% | −11,685−77.7% | Reduced |
| Douglas Lane & Associates, LLC | 3,345 | $223.4K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,289 | $220.0K | 0.03% | +3,289 | New |