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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 11,836 | $675.9K | 0.22% | −72−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 11,865 | $677.5K | 0.00% | −69−0.6% | Reduced |
| Pinebridge Investments, L.P. | 11,879 | $678.1K | 0.01% | +5,157+76.7% | Added |
| Ostrum Asset Management | 12,141 | $693.3K | 0.06% | +10,401+597.8% | Added |
| United Asset Strategies, Inc. | 12,346 | $704.9K | 0.08% | +382+3.2% | Added |
| Hartford Investment Management Co | 12,348 | $705.1K | 0.03% | −180−1.4% | Reduced |
| Rodgers Brothers Inc. | 12,496 | $713.5K | 0.11% | +12,496 | New |
| Federation des caisses Desjardins du Quebec | 12,507 | $714.1K | 0.01% | −199−1.6% | Reduced |
| Arkadios Wealth Advisors | 12,913 | $737.3K | 0.06% | +25+0.2% | Added |
| Proequities, Inc. | 13,094 | $750.5K | 0.05% | +121+0.9% | Added |
| Nordea Investment Management AB | 13,136 | $753.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 13,388 | $764.5K | 0.02% | −52−0.4% | Reduced |
| Sawyer & Company, Inc | 13,609 | $777.0K | 0.34% | −450−3.2% | Reduced |
| Lecap Asset Management Ltd | 13,811 | $788.6K | 0.29% | +13,811 | New |
| Maryland State Retirement & Pension System | 14,036 | $801.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14,115 | $806.0K | 0.01% | +455+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 14,167 | $808.9K | 0.01% | +14,167 | New |
| Rafferty Asset Management, LLC | 14,194 | $810.5K | 0.00% | +570+4.2% | Added |
| Teacher Retirement System of Texas | 14,257 | $814.0K | 0.01% | −9,771−40.7% | Reduced |
| Kentucky Retirement Systems | 14,640 | $835.9K | 0.03% | +72+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 14,640 | $835.9K | 0.10% | +90+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 14,649 | $836.5K | 0.09% | −1,490−9.2% | Reduced |
| Metis Global Partners, LLC | 14,707 | $839.8K | 0.03% | +1,748+13.5% | Added |
| Pacer Advisors, Inc. | 14,755 | $842.5K | 0.00% | −10,295−41.1% | Reduced |
| Crawford Investment Counsel Inc | 14,965 | $854.5K | 0.02% | −22−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 15,066 | $860.3K | 0.01% | −375−2.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,984 | $877.5K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 15,430 | $881.1K | 0.10% | +1,742+12.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,507 | $885.5K | 0.05% | −743−4.6% | Reduced |
| Arbor Capital Management Inc | 15,888 | $886.1K | 0.67% | +1,613+11.3% | Added |
| Private Trust Co NA | 15,685 | $895.6K | 0.11% | −155−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,732 | $898.0K | 0.01% | −730−4.4% | Reduced |
| Boston Trust Walden Corp | 15,882 | $906.9K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,033 | $915.0K | 0.00% | +7,908+97.3% | Added |
| Sippican Capital Advisors | 16,370 | $934.7K | 0.73% | +1,450+9.7% | Added |
| Entropy Technologies, LP | 16,586 | $947.1K | 0.18% | +16,586 | New |
| Davenport & Co LLC | 16,844 | $961.8K | 0.01% | +1,366+8.8% | Added |
| Tredje AP-fonden | 16,894 | $964.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,084 | $975.5K | 0.01% | +17,084 | New |
| Chico Wealth RIA | 17,529 | $1.00M | 1.04% | 00.0% | Unchanged |
| JustInvest LLC | 17,881 | $1.02M | 0.03% | +4,273+31.4% | Added |
| Diversified Trust Co | 18,048 | $1.03M | 0.03% | +5,535+44.2% | Added |
| Cutter & CO Brokerage, Inc. | 18,411 | $1.05M | 0.29% | −375−2.0% | Reduced |
| Ingalls & Snyder LLC | 18,491 | $1.06M | 0.05% | −7,000−27.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,713 | $1.07M | 0.50% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 18,817 | $1.07M | 0.55% | +3,446+22.4% | Added |
| Boothbay Fund Management, LLC | 19,187 | $1.10M | 0.04% | −929−4.6% | Reduced |
| Toth Financial Advisory Corp | 20,256 | $1.16M | 0.16% | −2,427−10.7% | Reduced |
| First Foundation Advisors | 20,423 | $1.17M | 0.05% | −357−1.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,519 | $1.17M | 0.54% | −5,442−21.0% | Reduced |
| Tower Research Capital LLC (TRC) | 20,774 | $1.19M | 0.01% | +9,166+79.0% | Added |
| Canada Pension Plan Investment Board | 21,011 | $1.20M | 0.00% | −207,558−90.8% | Reduced |
| Creative Planning | 21,441 | $1.22M | 0.00% | +2,123+11.0% | Added |
| Mackenzie Financial Corp | 21,693 | $1.24M | 0.00% | −2,432−10.1% | Reduced |
| Bahl & Gaynor Inc | 21,947 | $1.25M | 0.01% | −53−0.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $1.26M | 0.32% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 22,039 | $1.26M | 0.19% | +3,832+21.0% | Added |
| Bank of Nova Scotia | 22,229 | $1.27M | 0.00% | +2,221+11.1% | Added |
| Ameritas Investment Partners, Inc. | 22,588 | $1.29M | 0.05% | +1,699+8.1% | Added |
| Kesler, Norman & Wride, LLC | 23,000 | $1.31M | 0.30% | +613+2.7% | Added |
| L.M. Kohn & Company | 23,123 | $1.32M | 0.42% | −635−2.7% | Reduced |
| Quantinno Capital Management LP | 23,142 | $1.32M | 0.05% | +14,023+153.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,274 | $1.33M | 0.00% | +1,662+7.7% | Added |
| AE Wealth Management LLC | 23,558 | $1.34M | 0.01% | −11,764−33.3% | Reduced |
| MPS Loria Financial Planners, LLC | 23,313 | $1.34M | 0.47% | −70.0% | Reduced |
| Oregon Public Employees Retirement Fund | 23,637 | $1.35M | 0.02% | −5,811−19.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,699 | $1.35M | 0.02% | +200+0.9% | Added |
| Townsend & Associates, Inc | 25,091 | $1.37M | 0.17% | −1,953−7.2% | Reduced |
| Panagora Asset Management Inc | 24,051 | $1.37M | 0.01% | −102−0.4% | Reduced |
| Mutual of America Capital Management LLC | 24,241 | $1.38M | 0.02% | −1,119−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,540 | $1.40M | 0.00% | −5,440−18.1% | Reduced |
| Venture Visionary Partners LLC | 24,568 | $1.40M | 0.07% | +40.0% | Added |
| ICW Investment Advisors LLC | 24,799 | $1.42M | 0.69% | +137+0.6% | Added |
| Daiwa Securities Group Inc. | 25,013 | $1.43M | 0.01% | +1,284+5.4% | Added |
| State of Alaska, Department of Revenue | 25,513 | $1.46M | 0.02% | −1,980−7.2% | Reduced |
| Privium Fund Management B.V. | 25,800 | $1.47M | 0.41% | +16,900+189.9% | Added |
| Bragg Financial Advisors, Inc | 25,730 | $1.47M | 0.07% | −340−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,960 | $1.48M | 0.02% | +535+2.1% | Added |
| New York Life Investment Management LLC | 26,436 | $1.51M | 0.02% | −193−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,535 | $1.52M | 0.05% | +3,925+17.4% | Added |
| Elo Mutual Pension Insurance Co | 27,077 | $1.55M | 0.04% | +1,122+4.3% | Added |
| CIBC World Markets Corp | 27,103 | $1.55M | 0.01% | −17,400−39.1% | Reduced |
| Captrust Financial Advisors | 27,241 | $1.56M | 0.01% | +1,767+6.9% | Added |
| Schroder Investment Management Group | 27,514 | $1.57M | 0.00% | −6,876−20.0% | Reduced |
| State of Tennessee, Treasury Department | 27,738 | $1.58M | 0.01% | 00.0% | Unchanged |
| CIC Wealth, LLC | 27,961 | $1.60M | 0.51% | −3,083−9.9% | Reduced |
| Stephens Consulting, LLC | 27,995 | $1.60M | 0.54% | 00.0% | Unchanged |
| Legacy Trust | 28,057 | $1.60M | 0.42% | −21,972−43.9% | Reduced |
| Daymark Wealth Partners, LLC | 28,077 | $1.60M | 0.10% | +1,275+4.8% | Added |
| GWM Advisors LLC | 28,407 | $1.61M | 0.02% | +2,872+11.2% | Added |
| SG Americas Securities, LLC | 29,138 | $1.66M | 0.02% | +8,390+40.4% | Added |
| Bright Rock Capital Management, LLC | 29,500 | $1.68M | 0.38% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 29,563 | $1.69M | 0.01% | −447−1.5% | Reduced |
| Natixis Advisors, L.P. | 29,716 | $1.70M | 0.00% | +888+3.1% | Added |
| Equitable Trust Co | 30,242 | $1.73M | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 30,322 | $1.73M | 0.01% | −1,221−3.9% | Reduced |
| Glenmede Trust Co NA | 31,781 | $1.81M | 0.01% | +2,247+7.6% | Added |
| Utah Retirement Systems | 31,879 | $1.82M | 0.02% | +200+0.6% | Added |
| Czech National Bank | 32,047 | $1.83M | 0.03% | +69+0.2% | Added |
| Truist Financial Corp | 32,433 | $1.85M | 0.00% | −998−3.0% | Reduced |