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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,987 | $114.6K | 0.00% | −625−23.9% | Reduced |
| IFP Advisors, Inc | 1,983 | $114.4K | 0.01% | +14+0.7% | Added |
| Gulf International Bank (UK) Ltd | 1,877 | $108.0K | 0.00% | −83−4.2% | Reduced |
| Ostrum Asset Management | 1,740 | $100.4K | 0.01% | −12−0.7% | Reduced |
| Capital Analysts, LLC | 1,725 | $100.0K | 0.01% | +333+23.9% | Added |
| Credit Agricole S A | 1,720 | $99.2K | 0.00% | +1,720 | New |
| Centerpoint Advisors, LLC | 1,675 | $97.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,660 | $95.8K | 0.01% | +155+10.3% | Added |
| Boit C F David | 1,539 | $87.5K | 0.06% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,430 | $82.5K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,425 | $82.0K | 0.00% | −383−21.2% | Reduced |
| Lagoda Investment Management, L.P. | 1,275 | $73.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,248 | $72.0K | 0.01% | −20−1.6% | Reduced |
| Signaturefd, LLC | 1,243 | $71.7K | 0.00% | +89+7.7% | Added |
| Federated Hermes, Inc. | 1,225 | $70.7K | 0.00% | +1,225 | New |
| Baldwin Brothers Inc | 1,100 | $63.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,095 | $63.2K | 0.01% | +3+0.3% | 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 |
| Loomis Sayles & Co L P | 959 | $55.0K | 0.00% | +78+8.9% | Added |
| MCF Advisors LLC | 936 | $54.2K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 918 | $53.1K | 0.04% | −6−0.6% | Reduced |
| Covestor Ltd | 859 | $50.0K | 0.04% | +117+15.8% | Added |
| South State Corp. | 808 | $46.6K | 0.00% | 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 |
| Laurel Wealth Advisors LLC | 717 | $41.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 689 | $39.7K | 0.00% | +689 | New |
| Cary Street Partner Investment Advisory LLC | 668 | $38.5K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $37.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 630 | $36.3K | 0.00% | +88+16.2% | Added |
| JNBA Financial Advisors | 597 | $34.5K | 0.00% | −50−7.7% | Reduced |
| Atticus Wealth Management, LLC | 580 | $33.5K | 0.01% | 00.0% | Unchanged |
| Permit Capital, LLC | 575 | $33.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 565 | $32.6K | 0.00% | +193+51.9% | Added |
| First Personal Financial Services | 562 | $32.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 554 | $32.0K | 0.02% | −223−28.7% | Reduced |
| Massmutual Trust Co FSB | 541 | $31.2K | 0.00% | +118+27.9% | Added |
| Quent Capital, LLC | 523 | $30.2K | 0.00% | +24+4.8% | Added |
| Huntington National Bank | 507 | $29.3K | 0.00% | +101+24.9% | Added |
| Citizens National Bank Trust Department | 500 | $28.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 472 | $27.3K | 0.00% | −144−23.4% | Reduced |
| Caldwell Trust Co | 455 | $26.2K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 447 | $25.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 435 | $25.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 441 | $25.0K | 0.00% | +2+0.5% | Added |
| Ofi Invest Asset Management | 431 | $23.5K | 0.00% | +431 | New |
| Rosenberg Matthew Hamilton | 392 | $22.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 355 | $20.5K | 0.00% | +26+7.9% | Added |
| Global Retirement Partners, LLC | 323 | $18.6K | 0.00% | −8−2.4% | Reduced |
| First Manhattan Co | 312 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 308 | $17.8K | 0.00% | −117−27.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $17.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $13.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 227 | $13.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 215 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 209 | $12.1K | 0.00% | −53−20.2% | Reduced |
| FNY Investment Advisers, LLC | 220 | $12.0K | 0.01% | −545−71.2% | Reduced |
| JJJ Advisors Inc. | 202 | $11.7K | 0.00% | −237−54.0% | Reduced |
| Pittenger & Anderson Inc | 200 | $11.5K | 0.00% | +75+60.0% | Added |
| Bell Investment Advisors, Inc | 198 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 195 | $11.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 187 | $11.0K | 0.00% | −287−60.5% | Reduced |
| Level Financial Advisors, Inc. | 175 | $10.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 160 | $10.0K | 0.00% | +75+88.2% | Added |
| Compass Wealth Management LLC | 170 | $9.81K | 0.00% | −50−22.7% | Reduced |
| Harbor Investment Advisory, LLC | 153 | $8.83K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 148 | $8.54K | 0.00% | −18−10.8% | Reduced |
| Sutton Wealth Advisors Inc. | 141 | $8.13K | 0.00% | +26+22.6% | Added |
| Smithfield Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $7.90K | 0.00% | +20+17.1% | Added |
| GPS Wealth Strategies Group, LLC | 125 | $7.21K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 124 | $7.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $6.17K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 104 | $6.00K | 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 |
| Earnest Partners LLC | 99 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $5.54K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 87 | $5.00K | 0.00% | +1+1.2% | Added |
| Colonial Trust Co | 72 | $4.62K | 0.00% | +34+89.5% | Added |
| Steward Financial Group LLC | 92 | $4.00K | 0.00% | +92 | New |
| Versant Capital Management, Inc | 62 | $3.58K | 0.00% | −1−1.6% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.29K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.29K | 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 |
| Red Tortoise LLC | 54 | $3.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $2.71K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $2.54K | 0.00% | −8−15.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.48K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $2.25K | 0.00% | 00.0% | Unchanged |