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
- −25 vs. Q2 2023
- Shares held
- 159.4M
- +2.74M (+1.8%) vs. Q2 2023
- Total value
- $9.20B
- −$1.25B (−12.0%) vs. Q2 2023
- New holders
- 43
- 192 more added
- Sold out
- 68
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,140,278 | $65.8M | 0.02% | −20,550−1.8% | Reduced |
| Wellington Management Group LLP | 1,167,476 | $67.4M | 0.01% | +95,976+9.0% | Added |
| UBS Asset Management Americas Inc | 1,214,450 | $70.1M | 0.03% | +50,954+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,321,072 | $76.2M | 0.02% | +166,389+14.4% | Added |
| London Co of Virginia | 1,388,014 | $80.1M | 0.48% | +21,362+1.6% | Added |
| Bank of New York Mellon Corp | 1,417,263 | $81.8M | 0.02% | −22,960−1.6% | Reduced |
| Franklin Resources Inc | 1,433,728 | $82.7M | 0.04% | −746,323−34.2% | Reduced |
| Goldman Sachs Group Inc | 1,606,612 | $92.7M | 0.02% | +98,459+6.5% | Added |
| Legal & General Group Plc | 1,887,377 | $108.9M | 0.04% | −22,330−1.2% | Reduced |
| Norges Bank | 2,016,910 | $116.4M | 0.02% | −18,451−0.9% | Reduced |
| Citadel Advisors LLC | 2,116,316 | $122.1M | 0.13% | +1,942,378+1,116.7% | Added |
| Northern Trust Corp | 2,211,579 | $127.6M | 0.02% | +110,387+5.3% | Added |
| Morgan Stanley | 2,310,053 | $133.3M | 0.01% | −181,273−7.3% | Reduced |
| Champlain Investment Partners, LLC | 2,393,935 | $138.1M | 0.90% | +29,470+1.2% | Added |
| Macquarie Group Ltd | 2,457,740 | $141.8M | 0.18% | +506,874+26.0% | Added |
| Wells Fargo & Company | 2,523,064 | $145.6M | 0.05% | +1,767+0.1% | Added |
| ProShare Advisors LLC | 2,627,719 | $151.6M | 0.47% | −64,547−2.4% | Reduced |
| Invesco Ltd. | 3,388,850 | $195.5M | 0.05% | −125,977−3.6% | Reduced |
| Geode Capital Management, LLC | 4,006,243 | $230.5M | 0.03% | +41,368+1.0% | Added |
| Fundsmith Investment Services Ltd. | 4,014,256 | $231.6M | 3.61% | 00.0% | Unchanged |
| State Street Corp | 10,970,991 | $635.1M | 0.04% | +307,923+2.9% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 12,086,171 | $697.3M | 3.17% | −109,346−0.9% | Reduced |
| BlackRock Inc. | 15,475,849 | $892.8M | 0.03% | +14,268+0.1% | Added |
| Vanguard Group Inc | 31,438,767 | $1.81B | 0.04% | +4,453,103+16.5% | Added |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −391,120−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −197,338−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −59,529−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −52,894−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −44,474−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −44,347−100.0% | Sold out |
| ML & R Wealth Management LLC | 0 | $0 | 0.00% | −40,372−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −33,642−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −32,322−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −30,060−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −27,164−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −26,102−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −24,888−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −24,414−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −21,528−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −18,538−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,247−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,035−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −12,986−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −11,727−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,811−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −6,329−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| KFG Wealth Management, LLC | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Physicians Financial Services, Inc. | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Woodward Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |