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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 3,279 | $219.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,201 | $213.8K | 0.05% | −1,940−37.7% | Reduced |
| Eastern Bank | 3,154 | $210.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,136 | $209.5K | 0.00% | +3,136 | New |
| Alhambra Investment Partners LLC | 3,125 | $208.7K | 0.14% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,113 | $207.9K | 0.02% | −209−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,047 | $203.5K | 0.01% | −4,441−59.3% | Reduced |
| Woodward Financial Advisors, Inc. | 3,027 | $202.1K | 0.15% | +3,027 | New |
| Tobam | 2,863 | $191.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,612 | $174.4K | 0.00% | −1,390−34.7% | Reduced |
| Horizon Investments, LLC | 2,497 | $166.8K | 0.00% | +218+9.6% | Added |
| Barrett & Company, Inc. | 2,494 | $166.5K | 0.10% | −1,260−33.6% | Reduced |
| Desjardins Global Asset Management Inc. | 2,489 | $166.1K | 0.02% | +744+42.6% | Added |
| ING Groep NV | 2,427 | $162.1K | 0.00% | −36,271−93.7% | Reduced |
| TCTC Holdings, LLC | 2,307 | $154.1K | 0.01% | +7+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 2,291 | $153.0K | 0.14% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $149.0K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,200 | $146.9K | 0.00% | +2,200 | New |
| Leonteq Securities AG | 2,142 | $143.0K | 0.01% | +8+0.4% | Added |
| TD Waterhouse Canada Inc. | 2,117 | $141.4K | 0.00% | −638−23.2% | Reduced |
| Parallel Advisors, LLC | 1,982 | $132.4K | 0.00% | +1+0.1% | Added |
| Gulf International Bank (UK) Ltd | 1,960 | $130.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,884 | $126.0K | 0.00% | −162,038−98.9% | Reduced |
| Acadian Asset Management LLC | 1,808 | $120.0K | 0.00% | −14−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,761 | $117.6K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,752 | $117.0K | 0.01% | +2+0.1% | Added |
| Centerpoint Advisors, LLC | 1,675 | $112.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,969 | $109.5K | 0.01% | −2,807−58.8% | Reduced |
| Boit C F David | 1,539 | $102.8K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,505 | $100.5K | 0.01% | +39+2.7% | Added |
| Dakota Community Bank & Trust NA | 1,500 | $100.2K | 0.59% | +1,500 | New |
| Bokf, NA | 1,475 | $98.5K | 0.00% | −92−5.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,430 | $95.5K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,392 | $93.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,275 | $85.1K | 0.06% | −600−32.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,268 | $84.7K | 0.01% | +5+0.4% | Added |
| Sentry Investment Management LLC | 1,205 | $80.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,203 | $79.0K | 0.00% | +1,177+4,526.9% | Added |
| Signaturefd, LLC | 1,154 | $77.1K | 0.00% | −289−20.0% | Reduced |
| State of Wyoming | 1,107 | $73.9K | 0.02% | +1,107 | New |
| Baldwin Brothers Inc | 1,100 | $73.5K | 0.01% | +94+9.3% | Added |
| Colonial Trust Advisors | 1,092 | $72.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 936 | $62.7K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 924 | $61.9K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 881 | $59.0K | 0.00% | +373+73.4% | Added |
| South State Corp. | 808 | $54.0K | 0.00% | −156−16.2% | Reduced |
| Horizon Bancorp Inc | 777 | $52.0K | 0.03% | −1,389−64.1% | Reduced |
| FNY Investment Advisers, LLC | 765 | $51.0K | 0.06% | +60+8.5% | Added |
| Oakworth Capital, Inc. | 750 | $50.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 742 | $50.0K | 0.04% | −720−49.2% | Reduced |
| S.A. Mason LLC | 750 | $48.2K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $47.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 668 | $44.6K | 0.00% | −32−4.6% | Reduced |
| Chesapeake Asset Management LLC | 650 | $43.4K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 647 | $43.2K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 641 | $42.8K | 0.00% | −73−10.2% | Reduced |
| Johnson Financial Group, Inc. | 616 | $41.3K | 0.00% | +616 | New |
| Atticus Wealth Management, LLC | 580 | $38.7K | 0.01% | 00.0% | Unchanged |
| Permit Capital, LLC | 575 | $38.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 566 | $37.8K | 0.03% | +566 | New |
| First Personal Financial Services | 562 | $37.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 542 | $36.2K | 0.00% | −4,133−88.4% | Reduced |
| CVA Family Office, LLC | 531 | $35.5K | 0.01% | +170+47.1% | Added |
| Citizens National Bank Trust Department | 500 | $33.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 499 | $33.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 474 | $32.0K | 0.00% | −406−46.1% | Reduced |
| Caldwell Trust Co | 455 | $30.4K | 0.00% | −1,730−79.2% | Reduced |
| Intrepid Capital Management Inc | 447 | $29.9K | 0.02% | +447 | New |
| JJJ Advisors Inc. | 439 | $29.3K | 0.01% | −129−22.7% | Reduced |
| Zions Bancorporation, N.A. | 435 | $29.0K | 0.00% | −69−13.7% | Reduced |
| Tradition Wealth Management, LLC | 439 | $29.0K | 0.00% | +1+0.2% | Added |
| Lindbrook Capital, LLC | 425 | $28.4K | 0.00% | +152+55.7% | Added |
| Massmutual Trust Co FSB | 423 | $28.2K | 0.00% | +96+29.4% | Added |
| Huntington National Bank | 406 | $27.1K | 0.00% | +107+35.8% | Added |
| Rosenberg Matthew Hamilton | 392 | $26.2K | 0.01% | −968−71.2% | Reduced |
| TD Private Client Wealth LLC | 372 | $24.8K | 0.00% | −61−14.1% | Reduced |
| Riverview Trust Co | 365 | $24.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 331 | $22.1K | 0.00% | −21−6.0% | Reduced |
| Parkside Financial Bank & Trust | 329 | $22.0K | 0.01% | −73−18.2% | Reduced |
| First Manhattan Co | 312 | $20.8K | 0.00% | −625−66.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $20.2K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $17.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 262 | $17.5K | 0.00% | +29+12.4% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $16.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 239 | $16.0K | 0.01% | −120−33.4% | Reduced |
| Key Financial Inc | 227 | $15.2K | 0.01% | 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 |
| Compass Wealth Management LLC | 220 | $14.7K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 207 | $13.8K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 207 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $13.2K | 0.00% | −8−3.9% | Reduced |
| Mendota Financial Group, LLC | 195 | $13.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 175 | $11.7K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 166 | $11.1K | 0.00% | −51,407−99.7% | Reduced |
| Trust Co of Vermont | 158 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $10.2K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |