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.
| 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 | 655 | $10.5B |
| Q1 2023 | 661 | $9.84B |
| Q4 2022 | 679 | $10.0B |
| Q3 2022 | 663 | $10.1B |
| Q2 2022 | 661 | $10.5B |
| Q1 2022 | 658 | $10.1B |
| Q4 2021 | 654 | $11.0B |
| Q3 2021 | 614 | $10.2B |
| Q2 2021 | 634 | $11.3B |
| Q1 2021 | 640 | $10.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| S.A. Mason LLC | 750 | $42.8K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 808 | $46.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 823 | $47.0K | 0.00% | −136−14.2% | Reduced |
| Penserra Capital Management LLC | 871 | $49.0K | 0.00% | −178−17.0% | Reduced |
| CVA Family Office, LLC | 906 | $51.7K | 0.01% | +906 | New |
| Lindbrook Capital, LLC | 911 | $52.0K | 0.01% | +603+195.8% | Added |
| MCF Advisors LLC | 936 | $53.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 966 | $55.2K | 0.00% | +966 | New |
| GAMMA Investing LLC | 1,025 | $56.3K | 0.02% | +1,025 | New |
| Quadrant Capital Group LLC | 1,005 | $57.4K | 0.00% | −655−39.5% | Reduced |
| Colonial Trust Advisors | 1,083 | $61.8K | 0.01% | −12−1.1% | Reduced |
| New Republic Capital, LLC | 1,088 | $62.4K | 0.04% | +170+18.5% | Added |
| Baldwin Brothers Inc | 1,100 | $62.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,113 | $63.6K | 0.00% | −874−44.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,159 | $66.2K | 0.01% | −89−7.1% | Reduced |
| Gulf International Bank (UK) Ltd | 1,224 | $69.0K | 0.00% | −653−34.8% | Reduced |
| Lagoda Investment Management, L.P. | 1,275 | $72.8K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,300 | $74.0K | 0.01% | −1,563−54.6% | Reduced |
| Acadian Asset Management LLC | 1,425 | $81.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,430 | $81.7K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 1,539 | $85.8K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 1,525 | $87.1K | 0.00% | +1,525 | New |
| Centerpoint Advisors, LLC | 1,675 | $96.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,710 | $97.6K | 0.02% | +1,560+1,040.0% | Added |
| Allworth Financial LP | 1,756 | $100.3K | 0.00% | +1,126+178.7% | Added |
| Capital Analysts, LLC | 1,767 | $101.0K | 0.01% | +42+2.4% | Added |
| Public Sector Pension Investment Board | 1,820 | $103.9K | 0.00% | −17,759−90.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,880 | $107.3K | 0.00% | −2,047−52.1% | Reduced |
| Signaturefd, LLC | 1,898 | $108.4K | 0.00% | +655+52.7% | Added |
| Walleye Trading LLC | 2,070 | $118.2K | 0.00% | −8,471−80.4% | Reduced |
| Parallel Advisors, LLC | 2,129 | $121.6K | 0.00% | −39−1.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $128.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,323 | $132.6K | 0.00% | +8+0.3% | Added |
| NBC Securities, Inc. | 2,387 | $136.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,481 | $141.7K | 0.02% | −3,293−57.0% | Reduced |
| Barrett & Company, Inc. | 2,494 | $142.4K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,575 | $147.0K | 0.00% | +43+1.7% | Added |
| TD Waterhouse Canada Inc. | 2,780 | $155.3K | 0.00% | +323+13.1% | Added |
| Gleason Group, Inc. | 3,004 | $171.5K | 0.04% | −3,395−53.1% | Reduced |
| Global Trust Asset Management, LLC | 3,115 | $177.9K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,149 | $179.8K | 0.00% | −363−10.3% | Reduced |
| Desjardins Global Asset Management Inc. | 3,307 | $188.8K | 0.02% | +45+1.4% | Added |
| Farther Finance Advisors, LLC | 3,316 | $189.3K | 0.01% | +129+4.0% | Added |
| UniSuper Management Pty Ltd | 3,406 | $194.5K | 0.00% | +1,206+54.8% | Added |
| V-Square Quantitative Management LLC | 3,516 | $200.8K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,576 | $204.2K | 0.01% | +3,576 | New |
| O'Shaughnessy Asset Management, LLC | 3,594 | $205.2K | 0.00% | −1,246−25.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,610 | $206.0K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 3,620 | $207.0K | 0.20% | +3,620 | New |
| Focus Financial Network Inc | 3,623 | $207.6K | 0.01% | +3,623 | New |
| Aptus Capital Advisors, LLC | 3,673 | $209.7K | 0.01% | +3,673 | New |
| Empowered Funds, LLC | 3,679 | $210.1K | 0.01% | +3,679 | New |
| Chilton Investment Co LLC | 3,703 | $211.4K | 0.01% | +3,703 | New |
| AJOVista, LLC | 3,730 | $213.0K | 0.27% | +3,730 | New |
| Thoroughbred Financial Services, LLC | 3,754 | $214.0K | 0.02% | −359−8.7% | Reduced |
| Eagle Ridge Investment Management | 3,750 | $214.1K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,767 | $215.1K | 0.00% | +41+1.1% | Added |
| Weik Capital Management | 3,812 | $217.7K | 0.10% | −525−12.1% | Reduced |
| Headlands Technologies LLC | 3,829 | $218.6K | 0.07% | +3,829 | New |
| Greenleaf Trust | 3,865 | $220.7K | 0.00% | +3,865 | New |
| Tiemann Investment Advisors, LLC | 3,961 | $226.2K | 0.11% | −69−1.7% | Reduced |
| Ci Investments Inc. | 4,008 | $229.0K | 0.00% | −259−6.1% | Reduced |
| CAPROCK Group, Inc. | 3,997 | $229.2K | 0.01% | −1,408−26.0% | Reduced |
| Candriam Luxembourg S.C.A. | 4,044 | $230.9K | 0.00% | +4,044 | New |
| Moody Lynn & Lieberson, LLC | 4,050 | $231.3K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,124 | $235.5K | 0.03% | −407−9.0% | Reduced |
| Schwartz Investment Counsel Inc | 4,125 | $235.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,140 | $236.4K | 0.08% | −50−1.2% | Reduced |
| FDx Advisors, Inc. | 4,166 | $238.0K | 0.02% | +4,166 | New |
| Westbourne Investment Advisors, Inc. | 4,217 | $241.0K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,252 | $242.8K | 0.16% | +425+11.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $244.1K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,378 | $250.0K | 0.01% | +231+5.6% | Added |
| Oppenheimer Asset Management Inc. | 4,401 | $251.3K | 0.00% | +383+9.5% | Added |
| Fulton Bank, N.A. | 4,402 | $251.4K | 0.01% | +75+1.7% | Added |
| CWA Asset Management Group, LLC | 4,481 | $255.9K | 0.02% | +4,481 | New |
| Ridgecrest Wealth Partners, LLC | 4,530 | $258.7K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,554 | $259.7K | 0.01% | +85+1.9% | Added |
| Berkshire Asset Management LLC | 4,651 | $265.6K | 0.02% | −25−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 4,664 | $266.3K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 4,667 | $266.5K | 0.01% | +4,667 | New |
| Virtu Financial LLC | 4,678 | $267.0K | 0.02% | +4,678 | New |
| SeaCrest Wealth Management, LLC | 4,985 | $274.6K | 0.03% | +1,104+28.4% | Added |
| Kennon-Green & Company, LLC | 4,824 | $275.5K | 0.28% | +287+6.3% | Added |
| Essex Financial Services, Inc. | 4,854 | $277.2K | 0.03% | +17+0.4% | Added |
| Greatmark Investment Partners, Inc. | 4,875 | $278.4K | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,884 | $278.9K | 0.05% | −9−0.2% | Reduced |
| Johnson Financial Group, Inc. | 4,927 | $281.4K | 0.02% | +4,455+943.9% | Added |
| Modera Wealth Management, LLC | 4,934 | $281.7K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,971 | $284.9K | 0.01% | +4,971 | New |
| Sound Financial Strategies Group, LLC | 5,014 | $286.3K | 0.24% | −456−8.3% | Reduced |
| Owen LaRue, LLC | 5,048 | $288.2K | 0.27% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,055 | $288.6K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,110 | $291.8K | 0.02% | −1,049−17.0% | Reduced |
| Verition Fund Management LLC | 5,149 | $294.0K | 0.00% | −17,271−77.0% | Reduced |
| Credit Agricole S A | 5,177 | $295.6K | 0.01% | +3,457+201.0% | Added |
| Scotia Capital Inc. | 5,187 | $296.2K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,210 | $297.5K | 0.00% | −2,682−34.0% | Reduced |
| Man Group plc | 5,254 | $300.0K | 0.00% | – | – |
| Ellevest, Inc. | 5,414 | $309.1K | 0.02% | +5,414 | New |