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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Brown Forman Corp as of Dec 31, 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
617
0 vs. Q3 2023
Shares held
159.6M
+331.7K (+0.2%) vs. Q3 2023
Total value
$9.11B
−$82.2M (−0.9%) vs. Q3 2023
New holders
73
219 more added
Sold out
73
206 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 617 institutions
Q1 2021: 640 institutionsQ2 2021: 634 institutionsQ3 2021: 614 institutionsQ4 2021: 654 institutionsQ1 2022: 658 institutionsQ2 2022: 661 institutionsQ3 2022: 663 institutionsQ4 2022: 679 institutionsQ1 2023: 661 institutionsQ2 2023: 655 institutionsQ3 2023: 624 institutionsQ4 2023: 617 institutionsQ1 2024: 615 institutionsQ2 2024: 588 institutionsQ3 2024: 615 institutionsQ4 2024: 639 institutionsQ1 2025: 644 institutionsQ2 2025: 641 institutionsQ3 2025: 628 institutionsQ4 2025: 643 institutionsQ1 2026: 582 institutionsQ2 2026: 597 institutions
Value heldQ4 2023: $9.11B
Q1 2021: $10.3BQ2 2021: $11.3BQ3 2021: $10.2BQ4 2021: $11.0BQ1 2022: $10.1BQ2 2022: $10.5BQ3 2022: $10.1BQ4 2022: $10.0BQ1 2023: $9.84BQ2 2023: $10.5BQ3 2023: $9.20BQ4 2023: $9.11BQ1 2024: $8.39BQ2 2024: $7.50BQ3 2024: $9.19BQ4 2024: $7.02BQ1 2025: $6.73BQ2 2025: $5.31BQ3 2025: $5.82BQ4 2025: $5.72BQ1 2026: $5.35BQ2 2026: $5.31B
Institutions holding BF.B and their total value by quarter
QuarterHoldersValue
Q2 2026597$5.31B
Q1 2026582$5.35B
Q4 2025643$5.72B
Q3 2025628$5.82B
Q2 2025641$5.31B
Q1 2025644$6.73B
Q4 2024639$7.02B
Q3 2024615$9.19B
Q2 2024588$7.50B
Q1 2024615$8.39B
Q4 2023617$9.11B
Q3 2023624$9.20B
Q2 2023655$10.5B
Q1 2023661$9.84B
Q4 2022679$10.0B
Q3 2022663$10.1B
Q2 2022661$10.5B
Q1 2022658$10.1B
Q4 2021654$11.0B
Q3 2021614$10.2B
Q2 2021634$11.3B
Q1 2021640$10.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2023.

Institutions holding BF.B in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Siegel & Walmsley LLC6$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0New
WestEnd Advisors, LLC3$1710.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc4$2280.00%00.0%Unchanged
Rakuten Securities, Inc.4$2280.00%+4New
Tennessee Valley Asset Management Partners4$2330.00%+4New
Fairman Group, LLC6$3440.00%+6New
Spire Wealth Management10$5460.00%+10New
Larson Financial Group LLC10$5710.00%00.0%Unchanged
Atlas Capital Advisors LLC10$5710.00%00.0%Unchanged
Gradient Investments LLC11$6280.00%00.0%Unchanged
Dunhill Financial, LLC12$6620.00%+12New
Assetmark, Inc12$6850.00%+12New
Prestige Wealth Management Group LLC12$6880.00%00.0%Unchanged
Wolff Wiese Magana LLC15$8570.00%+15New
Avion Wealth18$1.00K0.00%+2+12.5%Added
Abound Wealth Management20$1.14K0.00%−2−9.1%Reduced
Longfellow Investment Management Co LLC20$1.16K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.21$1.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.20K0.00%+1+5.0%Added
M&R Capital Management Inc23$1.31K0.00%00.0%Unchanged
Geneos Wealth Management Inc.23$1.31K0.00%+23New
DiNuzzo Private Wealth, Inc.23$1.31K0.00%+23New
Plato Investment Management Ltd26$1.48K0.00%+26New
First Horizon Advisors, Inc.33$1.88K0.00%−6−15.4%Reduced
Credential Qtrade Securities Inc.42$2.40K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC42$2.40K0.00%+42New
AdvisorNet Financial, Inc43$2.46K0.00%+43New
Fortitude Family Office, LLC44$2.51K0.00%+44New
Carolinas Wealth Consulting LLC48$2.77K0.00%00.0%Unchanged
Main Street Group, LTD50$2.85K0.00%+50New
Hantz Financial Services, Inc.52$3.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC61$3.00K0.00%+22+56.4%Added
Versant Capital Management, Inc54$3.08K0.00%−8−12.9%Reduced
Red Tortoise LLC54$3.08K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC55$3.14K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$3.25K0.00%00.0%Unchanged
Investors Research Corp57$3.25K0.00%00.0%Unchanged
MV Capital Management, Inc.63$3.60K0.00%−74−54.0%Reduced
Manchester Capital Management LLC68$3.88K0.00%+68New
Rosenberg Matthew Hamilton71$4.05K0.00%−321−81.9%Reduced
Colonial Trust Co72$4.13K0.00%00.0%Unchanged
Logan Capital Management Inc90$5.14K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC96$5.48K0.00%00.0%Unchanged
Sachetta, LLC102$5.83K0.00%+102New
Farmers & Merchants Investments Inc107$6.11K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC124$7.08K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC125$7.14K0.00%00.0%Unchanged
Smithfield Trust Co150$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC142$8.00K0.00%+5+3.6%Added
Valley National Advisers Inc145$8.00K0.00%+145New
IFP Advisors, Inc150$8.57K0.00%−1,833−92.4%Reduced
Harbor Investment Advisory, LLC153$8.74K0.00%00.0%Unchanged
Zions Bancorporation, N.A.169$9.65K0.00%−266−61.1%Reduced
Rothschild Investment LLC170$9.71K0.00%+170New
Level Financial Advisors, Inc.175$9.99K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.191$10.0K0.00%+31+19.4%Added
HM Payson & Co187$10.7K0.00%−502−72.9%Reduced
Bell Investment Advisors, Inc190$10.8K0.00%−8−4.0%Reduced
Benjamin F. Edwards & Company, Inc.187$11.0K0.00%00.0%Unchanged
Pittenger & Anderson Inc200$11.4K0.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.200$11.4K0.01%+200New
JJJ Advisors Inc.202$11.5K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC210$12.0K0.00%+210New
Ogorek Anthony Joseph227$12.0K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC220$12.6K0.03%+220New
Key Financial Inc227$13.0K0.00%00.0%Unchanged
Permit Capital, LLC235$13.4K0.00%−340−59.1%Reduced
Raleigh Capital Management Inc.235$13.4K0.01%+148+170.1%Added
Hazlett, Burt & Watson, Inc.250$14.0K0.01%00.0%Unchanged
West Paces Advisors Inc.264$15.1K0.00%00.0%Unchanged
Global Retirement Partners, LLC282$15.4K0.00%−41−12.7%Reduced
Glassman Wealth Services278$15.9K0.00%+69+33.0%Added
Denali Advisors LLC300$17.1K0.01%−7,718−96.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt302$17.2K0.00%00.0%Unchanged
Trust Co of Vermont304$17.4K0.00%+204+204.0%Added
First Manhattan Co312$17.8K0.00%00.0%Unchanged
Mendota Financial Group, LLC317$18.1K0.01%+122+62.6%Added
TD Private Client Wealth LLC353$20.2K0.00%−212−37.5%Reduced
Quent Capital, LLC376$21.5K0.00%−147−28.1%Reduced
Parkside Financial Bank & Trust396$22.6K0.00%+41+11.5%Added
Ofi Invest Asset Management446$23.1K0.00%+15+3.5%Added
Caldwell Trust Co455$26.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC447$26.0K0.00%+6+1.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA480$27.4K0.01%+480New
Citizens National Bank Trust Department500$28.6K0.01%00.0%Unchanged
Huntington National Bank524$29.9K0.00%+17+3.4%Added
FNY Investment Advisers, LLC535$30.0K0.03%+315+143.2%Added
Rakuten Investment Management, Inc.543$31.1K0.00%+543New
Security National Bank550$31.4K0.01%+550New
Horizon Bancorp Inc554$32.0K0.02%00.0%Unchanged
First Personal Financial Services562$32.1K0.01%00.0%Unchanged
Atticus Wealth Management, LLC580$33.1K0.01%00.0%Unchanged
JNBA Financial Advisors597$34.1K0.00%00.0%Unchanged
Massmutual Trust Co FSB625$35.7K0.00%+84+15.5%Added
American National Bank648$37.0K0.01%+644+16,100.0%Added
Chesapeake Asset Management LLC650$37.1K0.03%00.0%Unchanged
Covestor Ltd699$40.0K0.03%−160−18.6%Reduced
Laurel Wealth Advisors LLC717$40.9K0.01%00.0%Unchanged
Oakworth Capital, Inc.750$42.8K0.00%00.0%Unchanged