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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 33,150 | $1.89M | 0.07% | −535−1.6% | Reduced |
| CI Private Wealth, LLC | 33,177 | $1.89M | 0.00% | +12,985+64.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 33,362 | $1.90M | 0.00% | +386+1.2% | Added |
| Tran Capital Management, L.P. | 33,385 | $1.91M | 0.22% | 00.0% | Unchanged |
| McDonald Partners LLC | 33,648 | $1.92M | 0.57% | −249−0.7% | Reduced |
| Simmons Bank | 33,715 | $1.93M | 0.16% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 33,805 | $1.93M | 0.01% | −5,237−13.4% | Reduced |
| J.W. Cole Advisors, Inc. | 33,961 | $1.94M | 0.11% | +5,127+17.8% | Added |
| Jarislowsky, Fraser Ltd | 35,263 | $2.01M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,565 | $2.03M | 0.00% | −14,149−28.5% | Reduced |
| British Columbia Investment Management Corp | 35,687 | $2.04M | 0.02% | +7,478+26.5% | Added |
| Private Advisor Group, LLC | 35,983 | $2.05M | 0.02% | −290−0.8% | Reduced |
| Nissay Asset Management Corp | 36,062 | $2.06M | 0.02% | +2,705+8.1% | Added |
| Brinker Capital Investments, LLC | 36,976 | $2.06M | 0.02% | −11,371−23.5% | Reduced |
| Orion Portfolio Solutions, LLC | 36,976 | $2.06M | 0.02% | −11,371−23.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 35,901 | $2.07M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 36,197 | $2.07M | 0.04% | +2,713+8.1% | Added |
| Bartlett & Co. LLC | 35,901 | $2.07M | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 36,626 | $2.09M | 0.87% | +251+0.7% | Added |
| Alaska Permanent Fund Corp | 36,699 | $2.10M | 0.03% | −49,119−57.2% | Reduced |
| Storebrand Asset Management AS | 36,831 | $2.10M | 0.01% | +813+2.3% | Added |
| Chickasaw Capital Management LLC | 37,407 | $2.14M | 0.11% | +2,088+5.9% | Added |
| CNH Partners LLC | 37,448 | $2.14M | 0.09% | +13,747+58.0% | Added |
| Texas Permanent School Fund | 37,782 | $2.16M | 0.02% | −25−0.1% | Reduced |
| Allianz Asset Management GmbH | 37,943 | $2.17M | 0.00% | −1,139−2.9% | Reduced |
| Great Lakes Advisors, LLC | 38,692 | $2.21M | 0.02% | +3,509+10.0% | Added |
| Assenagon Asset Management S.A. | 39,823 | $2.27M | 0.01% | −44,569−52.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,070 | $2.29M | 0.02% | +3,282+8.9% | Added |
| Retirement Systems of Alabama | 40,328 | $2.30M | 0.01% | −1,043−2.5% | Reduced |
| LRT Capital Management, LLC | 40,611 | $2.32M | 2.19% | +8,387+26.0% | Added |
| Xponance, Inc. | 40,698 | $2.32M | 0.03% | −38,984−48.9% | Reduced |
| Intech Investment Management LLC | 42,185 | $2.41M | 0.04% | −24,699−36.9% | Reduced |
| Aureus Asset Management, LLC | 42,891 | $2.45M | 0.18% | −3,240−7.0% | Reduced |
| Holocene Advisors, LP | 43,320 | $2.47M | 0.01% | +43,320 | New |
| Schulhoff & Co Inc | 44,124 | $2.52M | 1.20% | −770−1.7% | Reduced |
| William Allan, LLC | 44,682 | $2.55M | 1.83% | +5,255+13.3% | Added |
| Amalgamated Bank | 45,380 | $2.59M | 0.02% | −2,025−4.3% | Reduced |
| American Century Companies Inc | 45,521 | $2.60M | 0.00% | −930−2.0% | Reduced |
| Engineers Gate Manager LP | 45,655 | $2.61M | 0.07% | −13,940−23.4% | Reduced |
| Ally Financial Inc. | 45,900 | $2.62M | 0.34% | +10,000+27.9% | Added |
| Brown Brothers Harriman & Co | 46,361 | $2.65M | 0.02% | −4,129−8.2% | Reduced |
| Mariner, LLC | 47,859 | $2.73M | 0.01% | +3,518+7.9% | Added |
| Fruth Investment Management | 48,215 | $2.75M | 0.77% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 48,242 | $2.75M | 0.01% | −2,071−4.1% | Reduced |
| Comerica Bank | 48,504 | $2.77M | 0.01% | −10,112−17.3% | Reduced |
| Northeast Investment Management | 48,636 | $2.78M | 0.15% | −434−0.9% | Reduced |
| American International Group, Inc. | 49,261 | $2.81M | 0.01% | −1,189−2.4% | Reduced |
| State of Michigan Retirement System | 50,081 | $2.86M | 0.02% | −3,316−6.2% | Reduced |
| Garrison Asset Management, LLC | 50,268 | $2.87M | 1.58% | −292−0.6% | Reduced |
| MetLife Investment Management | 50,444 | $2.88M | 0.02% | −904−1.8% | Reduced |
| Peninsula Asset Management Inc | 51,066 | $2.92M | 1.70% | −335−0.7% | Reduced |
| Aviva PLC | 52,671 | $3.01M | 0.01% | +16,572+45.9% | Added |
| Ethic Inc. | 52,695 | $3.01M | 0.09% | +14,819+39.1% | Added |
| AQR Capital Management LLC | 53,149 | $3.03M | 0.01% | −28,865−35.2% | Reduced |
| Maven Securities LTD | 53,608 | $3.06M | 0.35% | +4,400+8.9% | Added |
| Williams Jones Wealth Management, LLC. | 53,710 | $3.07M | 0.04% | 00.0% | Unchanged |
| Ossiam | 53,908 | $3.08M | 0.05% | +18,644+52.9% | Added |
| National Bank of Canada | 54,486 | $3.10M | 0.01% | +3,670+7.2% | Added |
| DekaBank Deutsche Girozentrale | 54,898 | $3.13M | 0.01% | +5,191+10.4% | Added |
| Harvey Investment Co LLC | 56,042 | $3.20M | 0.39% | 00.0% | Unchanged |
| Northstar Group, Inc. | 56,331 | $3.22M | 0.70% | −1,862−3.2% | Reduced |
| Asset Advisors Investment Management, LLC | 56,411 | $3.22M | 0.39% | −5,095−8.3% | Reduced |
| Swedbank AB | 56,481 | $3.23M | 0.01% | 00.0% | Unchanged |
| Hendley & Co Inc | 57,112 | $3.26M | 1.27% | −128−0.2% | Reduced |
| Forsta Ap-Fonden | 57,800 | $3.30M | 0.03% | +11,200+24.0% | Added |
| LPL Financial LLC | 59,180 | $3.38M | 0.00% | −18,851−24.2% | Reduced |
| Prudential PLC | 59,276 | $3.38M | 0.04% | +2,819+5.0% | Added |
| Stratos Wealth Partners, LTD. | 60,136 | $3.43M | 0.06% | +557+0.9% | Added |
| IFM Investors Pty Ltd | 61,531 | $3.51M | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 63,038 | $3.60M | 0.02% | +1,437+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 64,371 | $3.68M | 0.17% | +582+0.9% | Added |
| PGGM Investments | 67,043 | $3.83M | 0.06% | −21,195−24.0% | Reduced |
| AXA S.A. | 67,242 | $3.84M | 0.01% | +670+1.0% | Added |
| Barlow Wealth Partners, Inc. | 69,040 | $3.94M | 0.56% | +69,040 | New |
| Pathstone Holdings, LLC | 71,783 | $4.10M | 0.02% | +71,783 | New |
| Covington Investment Advisors Inc. | 72,543 | $4.14M | 0.75% | −3,615−4.7% | Reduced |
| Cresset Asset Management, LLC | 73,258 | $4.20M | 0.03% | +7,451+11.3% | Added |
| Susquehanna International Group, LLP | 76,024 | $4.34M | 0.01% | +9,647+14.5% | Added |
| Oppenheimer & Co Inc | 76,778 | $4.38M | 0.08% | +325+0.4% | Added |
| Envestnet Asset Management Inc | 77,802 | $4.44M | 0.00% | +20,997+37.0% | Added |
| Public Employees Retirement System of Ohio | 78,285 | $4.47M | 0.02% | +2,170+2.9% | Added |
| Mizuho Markets Americas LLC | 80,265 | $4.58M | 0.14% | +32,469+67.9% | Added |
| Trexquant Investment LP | 80,639 | $4.60M | 0.10% | +80,639 | New |
| Royal London Asset Management Ltd | 80,855 | $4.62M | 0.01% | −81,690−50.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 81,253 | $4.64M | 0.01% | +7,763+10.6% | Added |
| Standard Life Aberdeen plc | 81,893 | $4.68M | 0.01% | +32,707+66.5% | Added |
| Nisa Investment Advisors, LLC | 85,180 | $4.86M | 0.03% | −3,478−3.9% | Reduced |
| GAM Holding AG | 85,539 | $4.88M | 0.36% | −139,900−62.1% | Reduced |
| Treasurer of the State of North Carolina | 86,538 | $4.94M | 0.02% | +994+1.2% | Added |
| Neuberger Berman Group LLC | 87,152 | $4.98M | 0.00% | +1,992+2.3% | Added |
| Arizona State Retirement System | 87,254 | $4.98M | 0.04% | −524−0.6% | Reduced |
| Ameriprise Financial Inc | 90,250 | $5.17M | 0.00% | −11,120−11.0% | Reduced |
| Raymond James & Associates | 94,864 | $5.42M | 0.00% | −1,682−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,636 | $5.58M | 0.07% | −32,100−24.7% | Reduced |
| Rathbone Brothers plc | 98,927 | $5.65M | 0.04% | +2,410+2.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 102,214 | $5.84M | 0.02% | −631−0.6% | Reduced |
| US Bancorp | 102,936 | $5.88M | 0.01% | +5,951+6.1% | Added |
| Marshall Wace, LLP | 103,097 | $5.89M | 0.01% | +70,757+218.8% | Added |
| Parthenon LLC | 104,556 | $5.97M | 0.83% | +104+0.1% | Added |
| Mattern Capital Management, LLC | 105,484 | $6.02M | 0.88% | +7,113+7.2% | Added |