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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 16,462 | $950.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 16,250 | $937.5K | 0.06% | +355+2.2% | Added |
| Plante Moran Financial Advisors, LLC | 16,139 | $931.1K | 0.11% | −597−3.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,984 | $924.5K | 0.01% | −72−0.4% | Reduced |
| Boston Trust Walden Corp | 15,882 | $916.2K | 0.01% | −68−0.4% | Reduced |
| Private Trust Co NA | 15,840 | $913.8K | 0.12% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 15,549 | $897.0K | 0.30% | +15,549 | New |
| Davenport & Co LLC | 15,478 | $892.9K | 0.01% | +878+6.0% | Added |
| Coastline Trust Co | 15,458 | $891.8K | 0.13% | −600−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 15,441 | $890.8K | 0.01% | −375−2.4% | Reduced |
| Seven Eight Capital, LP | 15,385 | $887.6K | 0.10% | +6,108+65.8% | Added |
| Palumbo Wealth Management LLC | 15,371 | $886.7K | 0.49% | +9,841+178.0% | Added |
| Crawford Investment Counsel Inc | 14,987 | $864.6K | 0.02% | −365−2.4% | Reduced |
| Machina Capital S.A.S. | 14,959 | $863.0K | 0.48% | +14,959 | New |
| Sippican Capital Advisors | 14,920 | $860.7K | 0.79% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,568 | $840.4K | 0.03% | −138−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,550 | $839.4K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,381 | $830.0K | 0.00% | −1,164−7.5% | Reduced |
| Triangle Securities Wealth Management | 14,078 | $812.2K | 0.29% | +246+1.8% | Added |
| Sawyer & Company, Inc | 14,059 | $811.0K | 0.38% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,036 | $809.7K | 0.02% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 14,275 | $797.1K | 0.71% | +51+0.4% | Added |
| Old Mission Capital LLC | 13,757 | $793.6K | 0.03% | +13,757 | New |
| Gsa Capital Partners LLP | 13,750 | $793.0K | 0.07% | −2,615−16.0% | Reduced |
| Marks Group Wealth Management, Inc | 13,688 | $789.7K | 0.10% | +277+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 13,660 | $788.0K | 0.01% | −4,000−22.7% | Reduced |
| Rafferty Asset Management, LLC | 13,624 | $786.0K | 0.00% | +1,318+10.7% | Added |
| JustInvest LLC | 13,608 | $785.0K | 0.02% | +4,880+55.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,440 | $775.4K | 0.03% | +10.0% | Added |
| Nordea Investment Management AB | 13,136 | $763.2K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,062 | $753.5K | 0.02% | −1,885−12.6% | Reduced |
| Proequities, Inc. | 12,973 | $751.1K | 0.06% | −815−5.9% | Reduced |
| Kestra Advisory Services, LLC | 12,997 | $749.8K | 0.01% | +2,367+22.3% | Added |
| Metis Global Partners, LLC | 12,959 | $747.6K | 0.04% | +1,132+9.6% | Added |
| Arkadios Wealth Advisors | 12,888 | $743.5K | 0.07% | −200−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,706 | $733.0K | 0.01% | −906−6.7% | Reduced |
| Hartford Investment Management Co | 12,528 | $722.7K | 0.03% | −332−2.6% | Reduced |
| Diversified Trust Co | 12,513 | $721.9K | 0.03% | +7+0.1% | Added |
| Gateway Investment Advisers LLC | 12,380 | $714.2K | 0.01% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 12,210 | $704.4K | 0.01% | +12,210 | New |
| Banque Pictet & Cie SA | 12,087 | $697.3K | 0.01% | −6,864−36.2% | Reduced |
| Intelligent Financial Strategies | 12,020 | $695.9K | 0.52% | −750−5.9% | Reduced |
| United Asset Strategies, Inc. | 11,964 | $690.2K | 0.09% | −8,841−42.5% | Reduced |
| Commerce Bank | 11,951 | $689.5K | 0.01% | +71+0.6% | Added |
| Silvercrest Asset Management Group LLC | 11,934 | $688.5K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 11,908 | $687.0K | 0.25% | −459−3.7% | Reduced |
| Altfest L J & Co Inc | 11,734 | $677.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,608 | $669.7K | 0.02% | −480−4.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,430 | $659.4K | 0.01% | +4,333+61.1% | Added |
| International Assets Investment Management, LLC | 11,589 | $656.4K | 0.09% | +8+0.1% | Added |
| Louisiana State Employees Retirement System | 11,300 | $651.9K | 0.01% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 11,252 | $649.1K | 0.01% | −120−1.1% | Reduced |
| Advisors Capital Management, LLC | 10,965 | $633.0K | 0.02% | +37+0.3% | Added |
| Sigma Planning Corp | 10,952 | $631.8K | 0.02% | −72−0.7% | Reduced |
| Walleye Trading LLC | 10,541 | $608.1K | 0.01% | +10,541 | New |
| Independent Advisor Alliance | 10,421 | $601.2K | 0.03% | +294+2.9% | Added |
| MQS Management LLC | 10,417 | $601.0K | 0.37% | +10,417 | New |
| Alps Advisors Inc | 10,402 | $600.1K | 0.00% | −1,511−12.7% | Reduced |
| M&T Bank Corp | 10,261 | $591.3K | 0.00% | −413−3.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,029 | $578.6K | 0.04% | +22+0.2% | Added |
| Mercer Global Advisors Inc | 10,019 | $578.0K | 0.00% | −1,083−9.8% | Reduced |
| Crossmark Global Holdings, Inc. | 9,882 | $559.0K | 0.01% | +394+4.2% | Added |
| New Mexico Educational Retirement Board | 9,550 | $551.0K | 0.02% | +700+7.9% | Added |
| NBT Bank N A | 9,540 | $550.4K | 0.05% | +9,540 | New |
| Stevens Capital Management LP | 9,513 | $549.0K | 0.16% | +6,143+182.3% | Added |
| Toroso Investments, LLC | 9,506 | $548.4K | 0.02% | +779+8.9% | Added |
| Tufton Capital Management | 9,477 | $546.7K | 0.12% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 9,375 | $540.8K | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,368 | $540.4K | 0.00% | −313,022−97.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,250 | $533.6K | 0.00% | −5,138−35.7% | Reduced |
| Alberta Investment Management Corp | 9,200 | $530.7K | 0.01% | −80,320−89.7% | Reduced |
| Quantinno Capital Management LP | 9,119 | $526.0K | 0.02% | +589+6.9% | Added |
| Rowland & Co Investment Counsel | 9,099 | $524.9K | 0.13% | −250−2.7% | Reduced |
| Advisor Partners II, LLC | 9,083 | $524.0K | 0.02% | +2,396+35.8% | Added |
| D. E. Shaw & Co., Inc. | 9,053 | $522.3K | 0.00% | −95,058−91.3% | Reduced |
| Annapolis Financial Services, LLC | 8,971 | $517.5K | 0.15% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 8,905 | $514.0K | 0.07% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 8,900 | $513.4K | 0.15% | +5,000+128.2% | Added |
| Howland Capital Management LLC | 8,750 | $506.6K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,754 | $505.0K | 0.04% | +8,754 | New |
| Confluence Wealth Services, Inc. | 8,616 | $497.1K | 0.10% | +1,391+19.3% | Added |
| Lido Advisors, LLC | 8,179 | $471.9K | 0.01% | +23+0.3% | Added |
| MML Investors Services, LLC | 8,125 | $469.0K | 0.00% | +1,719+26.8% | Added |
| Denali Advisors LLC | 8,018 | $462.6K | 0.16% | −1,500−15.8% | Reduced |
| Ancora Advisors, LLC | 7,951 | $458.7K | 0.01% | −95−1.2% | Reduced |
| Wealthfront Advisers LLC | 7,892 | $455.3K | 0.00% | +934+13.4% | Added |
| Ropes Wealth Advisors LLC | 7,697 | $444.0K | 0.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,691 | $444.0K | 0.00% | −96−1.2% | Reduced |
| Fiera Capital Corp | 7,600 | $438.4K | 0.00% | +200+2.7% | Added |
| Metropolitan Life Insurance Co | 7,569 | $436.7K | 0.02% | −400−5.0% | Reduced |
| Monograph Wealth Advisors, LLC | 7,500 | $434.2K | 0.09% | +7,500 | New |
| Retirement Guys Formula LLC | 7,429 | $428.6K | 0.30% | −105−1.4% | Reduced |
| Pitcairn Co | 7,419 | $428.0K | 0.04% | +352+5.0% | Added |
| Saybrook Capital | 7,375 | $425.0K | 0.13% | 00.0% | Unchanged |
| American Investment Services, Inc. | 7,231 | $417.2K | 0.09% | +22+0.3% | Added |
| Norinchukin Bank, The | 7,225 | $416.8K | 0.01% | −8,681−54.6% | Reduced |
| CWM, LLC | 7,201 | $415.0K | 0.00% | +106+1.5% | Added |
| Joel Isaacson & Co., LLC | 7,125 | $411.0K | 0.03% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,103 | $409.8K | 0.26% | −25−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,983 | $402.8K | 0.03% | +552+8.6% | Added |