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 |
|---|---|---|---|---|---|
| South State Corp. | 808 | $46.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 859 | $50.0K | 0.04% | +117+15.8% | Added |
| New Republic Capital, LLC | 918 | $53.1K | 0.04% | −6−0.6% | Reduced |
| MCF Advisors LLC | 936 | $54.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 959 | $55.0K | 0.00% | +78+8.9% | Added |
| Sentry Investment Management LLC | 1,048 | $60.0K | 0.03% | −157−13.0% | Reduced |
| Penserra Capital Management LLC | 1,049 | $60.0K | 0.00% | −154−12.8% | Reduced |
| Colonial Trust Advisors | 1,095 | $63.2K | 0.01% | +3+0.3% | Added |
| Baldwin Brothers Inc | 1,100 | $63.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,225 | $70.7K | 0.00% | +1,225 | New |
| Signaturefd, LLC | 1,243 | $71.7K | 0.00% | +89+7.7% | Added |
| EverSource Wealth Advisors, LLC | 1,248 | $72.0K | 0.01% | −20−1.6% | Reduced |
| Lagoda Investment Management, L.P. | 1,275 | $73.6K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,425 | $82.0K | 0.00% | −383−21.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,430 | $82.5K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 1,539 | $87.5K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,660 | $95.8K | 0.01% | +155+10.3% | Added |
| Centerpoint Advisors, LLC | 1,675 | $97.0K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 1,720 | $99.2K | 0.00% | +1,720 | New |
| Capital Analysts, LLC | 1,725 | $100.0K | 0.01% | +333+23.9% | Added |
| Ostrum Asset Management | 1,740 | $100.4K | 0.01% | −12−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 1,877 | $108.0K | 0.00% | −83−4.2% | Reduced |
| IFP Advisors, Inc | 1,983 | $114.4K | 0.01% | +14+0.7% | Added |
| Umb Bank N A | 1,987 | $114.6K | 0.00% | −625−23.9% | Reduced |
| Parallel Advisors, LLC | 2,168 | $125.1K | 0.00% | +186+9.4% | Added |
| UniSuper Management Pty Ltd | 2,200 | $126.9K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $129.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,315 | $133.5K | 0.01% | +8+0.3% | Added |
| NBC Securities, Inc. | 2,387 | $137.0K | 0.02% | +2,387 | New |
| TD Waterhouse Canada Inc. | 2,457 | $139.6K | 0.00% | +340+16.1% | Added |
| Barrett & Company, Inc. | 2,494 | $143.9K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,532 | $146.1K | 0.00% | +35+1.4% | Added |
| Kapitalo Investimentos Ltda | 2,686 | $155.0K | 0.02% | +2,686 | New |
| Tobam | 2,863 | $165.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,088 | $179.0K | 0.01% | −8,222−72.7% | Reduced |
| Global Trust Asset Management, LLC | 3,115 | $179.7K | 0.09% | −266−7.9% | Reduced |
| Farther Finance Advisors, LLC | 3,187 | $183.9K | 0.03% | −14−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 3,262 | $188.2K | 0.02% | +773+31.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,484 | $201.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,512 | $202.6K | 0.01% | +8+0.2% | Added |
| V-Square Quantitative Management LLC | 3,516 | $202.8K | 0.09% | +2,950+521.2% | Added |
| Palisades Hudson Asset Management, L.P. | 3,610 | $208.0K | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,726 | $215.0K | 0.00% | −4−0.1% | Reduced |
| Balentine LLC | 3,741 | $215.8K | 0.01% | −417−10.0% | Reduced |
| Eagle Ridge Investment Management | 3,750 | $216.3K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,799 | $219.2K | 0.03% | +3,799 | New |
| Strategy Asset Managers LLC | 3,818 | $220.3K | 0.06% | −100−2.6% | Reduced |
| Vantage Consulting Group Inc | 3,827 | $220.8K | 0.15% | +33+0.9% | Added |
| Syntax Advisors, LLC | 3,827 | $220.8K | 0.19% | +33+0.9% | Added |
| SeaCrest Wealth Management, LLC | 3,881 | $223.9K | 0.03% | +3,881 | New |
| Nomura Holdings Inc | 3,902 | $225.1K | 0.00% | −14,448−78.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,927 | $227.0K | 0.00% | −2,740−41.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,018 | $231.8K | 0.00% | −52−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 4,030 | $232.5K | 0.12% | +4+0.1% | Added |
| Nebula Research & Development LLC | 4,036 | $232.8K | 0.12% | +4,036 | New |
| Moody Lynn & Lieberson, LLC | 4,050 | $233.6K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,113 | $237.0K | 0.02% | +4,113 | New |
| Schwartz Investment Counsel Inc | 4,125 | $238.0K | 0.01% | −1,300−24.0% | Reduced |
| Mirabella Financial Services LLP | 4,126 | $238.0K | 0.03% | +4,126 | New |
| Perigon Wealth Management, LLC | 4,147 | $239.2K | 0.01% | −69−1.6% | Reduced |
| Independence Bank of Kentucky | 4,190 | $241.7K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,217 | $243.0K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,267 | $246.0K | 0.00% | +129+3.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $246.6K | 0.11% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,327 | $249.6K | 0.01% | +4,327 | New |
| Weik Capital Management | 4,337 | $250.2K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,337 | $250.2K | 0.00% | −763−15.0% | Reduced |
| Revisor Wealth Management LLC | 4,386 | $253.0K | 0.21% | +435+11.0% | Added |
| Foundations Investment Advisors, LLC | 4,469 | $257.8K | 0.01% | −169−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,474 | $258.1K | 0.00% | +4,474 | New |
| Ridgecrest Wealth Partners, LLC | 4,530 | $261.3K | 0.18% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,531 | $261.4K | 0.04% | −222−4.7% | Reduced |
| Kennon-Green & Company, LLC | 4,537 | $261.7K | 0.26% | +670+17.3% | Added |
| Ballentine Partners, LLC | 4,553 | $262.6K | 0.01% | +1,417+45.2% | Added |
| Smith Shellnut Wilson LLC | 4,556 | $262.8K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,558 | $262.9K | 0.01% | +1,511+49.6% | Added |
| SevenBridge Financial Group, LLC | 4,664 | $269.1K | 0.07% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,676 | $269.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,820 | $278.1K | 0.01% | +270+5.9% | Added |
| Essex Financial Services, Inc. | 4,837 | $279.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,840 | $279.2K | 0.00% | −743−13.3% | Reduced |
| Greatmark Investment Partners, Inc. | 4,875 | $281.2K | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,893 | $282.3K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,934 | $284.6K | 0.01% | +151+3.2% | Added |
| Squarepoint Ops LLC | 4,967 | $286.5K | 0.00% | −163,455−97.1% | Reduced |
| Owen LaRue, LLC | 5,048 | $291.2K | 0.32% | +101+2.0% | Added |
| Miracle Mile Advisors, LLC | 5,055 | $291.6K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,067 | $292.0K | 0.01% | −2,178−30.1% | Reduced |
| Scotia Capital Inc. | 5,187 | $299.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,275 | $304.3K | 0.00% | +60+1.2% | Added |
| Resonant Capital Advisors, LLC | 5,309 | $307.4K | 0.03% | +249+4.9% | Added |
| Apeiron RIA LLC | 5,339 | $308.0K | 0.11% | +232+4.5% | Added |
| CAPROCK Group, Inc. | 5,405 | $313.1K | 0.02% | +97+1.8% | Added |
| Sound Financial Strategies Group, LLC | 5,470 | $315.6K | 0.26% | −149−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 5,500 | $317.3K | 0.07% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,555 | $320.5K | 0.04% | −362−6.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $324.5K | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,700 | $328.8K | 0.06% | −37−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $331.1K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 5,774 | $333.1K | 0.10% | −756−11.6% | Reduced |