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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 6,819 | $393.3K | 0.02% | −59−0.9% | Reduced |
| Citadel Investment Advisory, Inc. | 6,804 | $393.0K | 0.26% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 6,722 | $387.8K | 0.00% | −7,443−52.5% | Reduced |
| MAI Capital Management | 6,691 | $386.0K | 0.01% | −140−2.0% | Reduced |
| Blair William & Co | 6,684 | $385.6K | 0.00% | −375−5.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,663 | $384.4K | 0.01% | −805−10.8% | Reduced |
| Jump Financial, LLC | 6,640 | $383.1K | 0.01% | −15,760−70.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,504 | $375.2K | 0.03% | −62−0.9% | Reduced |
| Associated Banc-Corp | 6,468 | $373.1K | 0.01% | −3,766−36.8% | Reduced |
| BEAM Asset Management, LLC | 6,452 | $372.2K | 0.26% | +20.0% | Added |
| Gleason Group, Inc. | 6,399 | $369.1K | 0.10% | +20+0.3% | Added |
| Inceptionr LLC | 6,392 | $368.8K | 0.21% | +6,392 | New |
| DoubleLine ETF Adviser LP | 6,336 | $365.5K | 0.13% | +6,336 | New |
| Empirical Finance, LLC | 6,330 | $365.2K | 0.03% | +607+10.6% | Added |
| Agf Management Ltd | 6,167 | $355.8K | 0.00% | +6,167 | New |
| Siemens Fonds Invest GmbH | 6,159 | $355.3K | 0.04% | +1,904+44.7% | Added |
| EP Wealth Advisors, LLC | 6,127 | $353.5K | 0.01% | −84,825−93.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,988 | $346.6K | 0.00% | +389+6.9% | Added |
| Argent Trust Co | 5,887 | $339.6K | 0.02% | +415+7.6% | Added |
| Resources Investment Advisors, LLC. | 5,882 | $339.3K | 0.01% | −1,545−20.8% | Reduced |
| Vestcor Inc | 5,870 | $339.0K | 0.01% | −1,425−19.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,824 | $336.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,782 | $333.6K | 0.00% | +86+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,775 | $333.2K | 0.01% | +7+0.1% | Added |
| ORG Partners LLC | 5,774 | $333.1K | 0.10% | −756−11.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $331.1K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,700 | $328.8K | 0.06% | −37−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $324.5K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,555 | $320.5K | 0.04% | −362−6.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,500 | $317.3K | 0.07% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,470 | $315.6K | 0.26% | −149−2.7% | Reduced |
| CAPROCK Group, Inc. | 5,405 | $313.1K | 0.02% | +97+1.8% | Added |
| Apeiron RIA LLC | 5,339 | $308.0K | 0.11% | +232+4.5% | Added |
| Resonant Capital Advisors, LLC | 5,309 | $307.4K | 0.03% | +249+4.9% | Added |
| Cetera Investment Advisers | 5,275 | $304.3K | 0.00% | +60+1.2% | Added |
| Scotia Capital Inc. | 5,187 | $299.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,067 | $292.0K | 0.01% | −2,178−30.1% | Reduced |
| Miracle Mile Advisors, LLC | 5,055 | $291.6K | 0.01% | 00.0% | Unchanged |
| Owen LaRue, LLC | 5,048 | $291.2K | 0.32% | +101+2.0% | Added |
| Squarepoint Ops LLC | 4,967 | $286.5K | 0.00% | −163,455−97.1% | Reduced |
| Modera Wealth Management, LLC | 4,934 | $284.6K | 0.01% | +151+3.2% | Added |
| Harbor Capital Advisors, Inc. | 4,893 | $282.3K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,875 | $281.2K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,840 | $279.2K | 0.00% | −743−13.3% | Reduced |
| Essex Financial Services, Inc. | 4,837 | $279.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,820 | $278.1K | 0.01% | +270+5.9% | Added |
| Berkshire Asset Management LLC | 4,676 | $269.8K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,664 | $269.1K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,558 | $262.9K | 0.01% | +1,511+49.6% | Added |
| Smith Shellnut Wilson LLC | 4,556 | $262.8K | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,553 | $262.6K | 0.01% | +1,417+45.2% | Added |
| Kennon-Green & Company, LLC | 4,537 | $261.7K | 0.26% | +670+17.3% | Added |
| FourThought Financial Partners, LLC | 4,531 | $261.4K | 0.04% | −222−4.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,530 | $261.3K | 0.18% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,474 | $258.1K | 0.00% | +4,474 | New |
| Foundations Investment Advisors, LLC | 4,469 | $257.8K | 0.01% | −169−3.6% | Reduced |
| Revisor Wealth Management LLC | 4,386 | $253.0K | 0.21% | +435+11.0% | Added |
| Sequoia Financial Advisors, LLC | 4,337 | $250.2K | 0.00% | −763−15.0% | Reduced |
| Weik Capital Management | 4,337 | $250.2K | 0.12% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,327 | $249.6K | 0.01% | +4,327 | New |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $246.6K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,267 | $246.0K | 0.00% | +129+3.1% | Added |
| Westbourne Investment Advisors, Inc. | 4,217 | $243.0K | 0.11% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,190 | $241.7K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,147 | $239.2K | 0.01% | −69−1.6% | Reduced |
| Mirabella Financial Services LLP | 4,126 | $238.0K | 0.03% | +4,126 | New |
| Schwartz Investment Counsel Inc | 4,125 | $238.0K | 0.01% | −1,300−24.0% | Reduced |
| Thoroughbred Financial Services, LLC | 4,113 | $237.0K | 0.02% | +4,113 | New |
| Moody Lynn & Lieberson, LLC | 4,050 | $233.6K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,036 | $232.8K | 0.12% | +4,036 | New |
| Tiemann Investment Advisors, LLC | 4,030 | $232.5K | 0.12% | +4+0.1% | Added |
| Oppenheimer Asset Management Inc. | 4,018 | $231.8K | 0.00% | −52−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,927 | $227.0K | 0.00% | −2,740−41.1% | Reduced |
| Nomura Holdings Inc | 3,902 | $225.1K | 0.00% | −14,448−78.7% | Reduced |
| SeaCrest Wealth Management, LLC | 3,881 | $223.9K | 0.03% | +3,881 | New |
| 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 |
| Strategy Asset Managers LLC | 3,818 | $220.3K | 0.06% | −100−2.6% | Reduced |
| TRUE Private Wealth Advisors | 3,799 | $219.2K | 0.03% | +3,799 | New |
| Eagle Ridge Investment Management | 3,750 | $216.3K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 3,741 | $215.8K | 0.01% | −417−10.0% | Reduced |
| D.A. Davidson & Co. | 3,726 | $215.0K | 0.00% | −4−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,610 | $208.0K | 0.11% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,516 | $202.8K | 0.09% | +2,950+521.2% | Added |
| Advisory Services Network, LLC | 3,512 | $202.6K | 0.01% | +8+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,484 | $201.0K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,262 | $188.2K | 0.02% | +773+31.1% | Added |
| Farther Finance Advisors, LLC | 3,187 | $183.9K | 0.03% | −14−0.4% | Reduced |
| Global Trust Asset Management, LLC | 3,115 | $179.7K | 0.09% | −266−7.9% | Reduced |
| Banque Cantonale Vaudoise | 3,088 | $179.0K | 0.01% | −8,222−72.7% | Reduced |
| Tobam | 2,863 | $165.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,686 | $155.0K | 0.02% | +2,686 | New |
| Horizon Investments, LLC | 2,532 | $146.1K | 0.00% | +35+1.4% | Added |
| Barrett & Company, Inc. | 2,494 | $143.9K | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,457 | $139.6K | 0.00% | +340+16.1% | Added |
| NBC Securities, Inc. | 2,387 | $137.0K | 0.02% | +2,387 | New |
| TCTC Holdings, LLC | 2,315 | $133.5K | 0.01% | +8+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $129.0K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,200 | $126.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,168 | $125.1K | 0.00% | +186+9.4% | Added |