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, Q3 2023
Institutional positions in Brown Forman Corp as of Sep 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
- 624
- −24 vs. Q2 2023
- Shares held
- 159.4M
- +2.75M (+1.8%) vs. Q2 2023
- Total value
- $9.20B
- −$1.25B (−12.0%) vs. Q2 2023
- New holders
- 43
- 192 more added
- Sold out
- 67
- 249 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $115 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $173 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 4 | $230 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $231 | 0.00% | −4−50.0% | Reduced |
| TFC Financial Management | 8 | $462 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $462 | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 10 | $576 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $577 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $635 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $635 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $635 | 0.00% | +7+175.0% | Added |
| Prestige Wealth Management Group LLC | 12 | $695 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $808 | 0.00% | +14 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.15K | 0.00% | +2+11.1% | Added |
| Hibernia Wealth Partners, LLC | 20 | $1.15K | 0.00% | +20 | New |
| Longfellow Investment Management Co LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21 | $1.19K | 0.00% | +21 | New |
| Abound Wealth Management | 22 | $1.27K | 0.00% | +1+4.8% | Added |
| M&R Capital Management Inc | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $2.00K | 0.00% | −1−2.5% | Reduced |
| First Horizon Advisors, Inc. | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.48K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $2.54K | 0.00% | −8−15.4% | Reduced |
| Carolinas Wealth Consulting LLC | 48 | $2.71K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $3.17K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 57 | $3.29K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $3.58K | 0.00% | −1−1.6% | Reduced |
| Steward Financial Group LLC | 92 | $4.00K | 0.00% | +92 | New |
| Colonial Trust Co | 72 | $4.62K | 0.00% | +34+89.5% | Added |
| Raleigh Capital Management Inc. | 87 | $5.00K | 0.00% | +1+1.2% | Added |
| Logan Capital Management Inc | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $5.54K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 99 | $5.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $5.77K | 0.00% | −58−36.7% | Reduced |
| Bangor Savings Bank | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $6.17K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 124 | $7.15K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 125 | $7.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $7.90K | 0.00% | +20+17.1% | Added |
| Smithfield Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 141 | $8.13K | 0.00% | +26+22.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 148 | $8.54K | 0.00% | −18−10.8% | Reduced |
| Central Bank & Trust Co | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $8.83K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 170 | $9.81K | 0.00% | −50−22.7% | Reduced |
| Ronald Blue Trust, Inc. | 160 | $10.0K | 0.00% | +75+88.2% | Added |
| Level Financial Advisors, Inc. | 175 | $10.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 187 | $11.0K | 0.00% | −287−60.5% | Reduced |
| Mendota Financial Group, LLC | 195 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $11.5K | 0.00% | +75+60.0% | Added |
| JJJ Advisors Inc. | 202 | $11.7K | 0.00% | −237−54.0% | Reduced |
| FNY Investment Advisers, LLC | 220 | $12.0K | 0.01% | −545−71.2% | Reduced |
| Glassman Wealth Services | 209 | $12.1K | 0.00% | −53−20.2% | Reduced |
| Ogorek Anthony Joseph | 227 | $13.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 215 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $15.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $17.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 308 | $17.8K | 0.00% | −117−27.5% | Reduced |
| First Manhattan Co | 312 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 323 | $18.6K | 0.00% | −8−2.4% | Reduced |
| Parkside Financial Bank & Trust | 355 | $20.5K | 0.00% | +26+7.9% | Added |
| Rosenberg Matthew Hamilton | 392 | $22.6K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 431 | $23.5K | 0.00% | +431 | New |
| Tradition Wealth Management, LLC | 441 | $25.0K | 0.00% | +2+0.5% | Added |
| Zions Bancorporation, N.A. | 435 | $25.1K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 447 | $25.8K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 455 | $26.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 472 | $27.3K | 0.00% | −144−23.4% | Reduced |
| Citizens National Bank Trust Department | 500 | $28.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 507 | $29.3K | 0.00% | +101+24.9% | Added |
| Quent Capital, LLC | 523 | $30.2K | 0.00% | +24+4.8% | Added |
| Massmutual Trust Co FSB | 541 | $31.2K | 0.00% | +118+27.9% | Added |
| Horizon Bancorp Inc | 554 | $32.0K | 0.02% | −223−28.7% | Reduced |
| First Personal Financial Services | 562 | $32.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 565 | $32.6K | 0.00% | +193+51.9% | Added |
| Permit Capital, LLC | 575 | $33.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $33.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 597 | $34.5K | 0.00% | −50−7.7% | Reduced |
| Allworth Financial LP | 630 | $36.3K | 0.00% | +88+16.2% | Added |
| Chesapeake Asset Management LLC | 650 | $37.5K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 668 | $38.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 689 | $39.7K | 0.00% | +689 | New |
| Laurel Wealth Advisors LLC | 717 | $41.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 750 | $43.3K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 750 | $43.3K | 0.03% | 00.0% | Unchanged |