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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 137 | $9.00K | 0.00% | +137 | New |
| GPS Wealth Strategies Group, LLC | 125 | $8.35K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $8.35K | 0.00% | +125 | New |
| VisionPoint Advisory Group, LLC | 124 | $8.28K | 0.00% | +124 | New |
| MV Capital Management, Inc. | 117 | $7.81K | 0.00% | −10−7.9% | Reduced |
| Sutton Wealth Advisors Inc. | 115 | $7.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $7.14K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 104 | $7.00K | 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 |
| Earnest Partners LLC | 99 | $6.61K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $6.41K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $6.01K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 86 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 85 | $5.00K | 0.00% | −122−58.9% | Reduced |
| Versant Capital Management, Inc | 63 | $4.21K | 0.00% | +9+16.7% | Added |
| Raffa Wealth Management, LLC | 57 | $3.81K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 55 | $3.67K | 0.00% | +55 | New |
| Red Tortoise LLC | 54 | $3.61K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $3.54K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $3.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $3.21K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $3.00K | 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 |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.87K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.80K | 0.00% | −6−12.5% | Reduced |
| Horan Securities, Inc. | 41 | $2.74K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $2.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $2.52K | 0.00% | +2+5.6% | Added |
| Grove Bank & Trust | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42 | $2.00K | 0.00% | +11+35.5% | Added |
| Disciplined Investments, LLC | 29 | $1.94K | 0.00% | +1+3.6% | Added |
| M&R Capital Management Inc | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $1.40K | 0.00% | +21 | New |
| Longfellow Investment Management Co LLC | 20 | $1.35K | 0.00% | +9+81.8% | Added |
| SJS Investment Consulting Inc. | 18 | $1.20K | 0.00% | +2+12.5% | Added |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | +7+77.8% | Added |
| Prestige Wealth Management Group LLC | 12 | $804 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12 | $801 | 0.00% | +12 | New |
| North Star Investment Management Corp. | 11 | $735 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $735 | 0.00% | +11 | New |
| Larson Financial Group LLC | 10 | $668 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $668 | 0.00% | +5+100.0% | Added |
| Atlas Capital Advisors LLC | 10 | $667 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $535 | 0.00% | −10−55.6% | Reduced |
| American National Bank | 8 | $534 | 0.00% | −285−97.3% | Reduced |
| Arlington Partners LLC | 8 | $534 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $268 | 0.00% | +4 | New |
| Whittier Trust Co of Nevada Inc | 4 | $267 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −131,597−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −47,946−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −40,801−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,130−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,121−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −24,468−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,472−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −20,441−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,273−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,320−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −15,907−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −15,270−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,976−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,403−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,178−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |