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 | 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, 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 |
|---|---|---|---|---|---|
| Stephens Inc | 36,197 | $2.07M | 0.04% | +2,713+8.1% | Added |
| Bartlett & Co. Wealth Management LLC | 35,901 | $2.07M | 0.03% | 00.0% | Unchanged |
| 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 |
| Nissay Asset Management Corp | 36,062 | $2.06M | 0.02% | +2,705+8.1% | Added |
| Private Advisor Group, LLC | 35,983 | $2.05M | 0.02% | −290−0.8% | Reduced |
| British Columbia Investment Management Corp | 35,687 | $2.04M | 0.02% | +7,478+26.5% | Added |
| Advisor Group Holdings, Inc. | 35,565 | $2.03M | 0.00% | −14,149−28.5% | Reduced |
| Jarislowsky, Fraser Ltd | 35,263 | $2.01M | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 33,961 | $1.94M | 0.11% | +5,127+17.8% | Added |
| Cetera Advisor Networks LLC | 33,805 | $1.93M | 0.01% | −5,237−13.4% | Reduced |
| Simmons Bank | 33,715 | $1.93M | 0.16% | 00.0% | Unchanged |
| McDonald Partners LLC | 33,648 | $1.92M | 0.57% | −249−0.7% | Reduced |
| Tran Capital Management, L.P. | 33,385 | $1.91M | 0.22% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 33,362 | $1.90M | 0.00% | +386+1.2% | Added |
| CI Private Wealth, LLC | 33,177 | $1.89M | 0.00% | +12,985+64.3% | Added |
| Heritage Investors Management Corp | 33,150 | $1.89M | 0.07% | −535−1.6% | Reduced |
| Truist Financial Corp | 32,433 | $1.85M | 0.00% | −998−3.0% | Reduced |
| Czech National Bank | 32,047 | $1.83M | 0.03% | +69+0.2% | Added |
| Utah Retirement Systems | 31,879 | $1.82M | 0.02% | +200+0.6% | Added |
| Glenmede Trust Co NA | 31,781 | $1.81M | 0.01% | +2,247+7.6% | Added |
| Fifth Third Bancorp | 30,322 | $1.73M | 0.01% | −1,221−3.9% | Reduced |
| Equitable Trust Co | 30,242 | $1.73M | 0.13% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,716 | $1.70M | 0.00% | +888+3.1% | Added |
| CIBC Asset Management Inc | 29,563 | $1.69M | 0.01% | −447−1.5% | Reduced |
| Bright Rock Capital Management, LLC | 29,500 | $1.68M | 0.38% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 29,138 | $1.66M | 0.02% | +8,390+40.4% | Added |
| GWM Advisors LLC | 28,407 | $1.61M | 0.02% | +2,872+11.2% | Added |
| Daymark Wealth Partners, LLC | 28,077 | $1.60M | 0.10% | +1,275+4.8% | Added |
| Legacy Trust | 28,057 | $1.60M | 0.42% | −21,972−43.9% | Reduced |
| Stephens Consulting, LLC | 27,995 | $1.60M | 0.54% | 00.0% | Unchanged |
| CIC Wealth, LLC | 27,961 | $1.60M | 0.51% | −3,083−9.9% | Reduced |
| State of Tennessee, Treasury Department | 27,738 | $1.58M | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 27,514 | $1.57M | 0.00% | −6,876−20.0% | Reduced |
| Captrust Financial Advisors | 27,241 | $1.56M | 0.01% | +1,767+6.9% | Added |
| CIBC World Markets Corp | 27,103 | $1.55M | 0.01% | −17,400−39.1% | Reduced |
| Elo Mutual Pension Insurance Co | 27,077 | $1.55M | 0.04% | +1,122+4.3% | Added |
| Carnegie Capital Asset Management, LLC | 26,535 | $1.52M | 0.05% | +3,925+17.4% | Added |
| New York Life Investment Management LLC | 26,436 | $1.51M | 0.02% | −193−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,960 | $1.48M | 0.02% | +535+2.1% | Added |
| Bragg Financial Advisors, Inc | 25,730 | $1.47M | 0.07% | −340−1.3% | Reduced |
| Privium Fund Management B.V. | 25,800 | $1.47M | 0.41% | +16,900+189.9% | Added |
| State of Alaska, Department of Revenue | 25,513 | $1.46M | 0.02% | −1,980−7.2% | Reduced |
| Daiwa Securities Group Inc. | 25,013 | $1.43M | 0.01% | +1,284+5.4% | Added |
| ICW Investment Advisors LLC | 24,799 | $1.42M | 0.69% | +137+0.6% | Added |
| Venture Visionary Partners LLC | 24,568 | $1.40M | 0.07% | +40.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,540 | $1.40M | 0.00% | −5,440−18.1% | Reduced |
| Mutual of America Capital Management LLC | 24,241 | $1.38M | 0.02% | −1,119−4.4% | Reduced |
| Panagora Asset Management Inc | 24,051 | $1.37M | 0.01% | −102−0.4% | Reduced |
| Townsend & Associates, Inc | 25,091 | $1.37M | 0.17% | −1,953−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,699 | $1.35M | 0.02% | +200+0.9% | Added |
| Oregon Public Employees Retirement Fund | 23,637 | $1.35M | 0.02% | −5,811−19.7% | Reduced |
| MPS Loria Financial Planners, LLC | 23,313 | $1.34M | 0.47% | −70.0% | Reduced |
| AE Wealth Management LLC | 23,558 | $1.34M | 0.01% | −11,764−33.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,274 | $1.33M | 0.00% | +1,662+7.7% | Added |
| Quantinno Capital Management LP | 23,142 | $1.32M | 0.05% | +14,023+153.8% | Added |
| L.M. Kohn & Company | 23,123 | $1.32M | 0.42% | −635−2.7% | Reduced |
| Kesler, Norman & Wride, LLC | 23,000 | $1.31M | 0.30% | +613+2.7% | Added |
| Ameritas Investment Partners, Inc. | 22,588 | $1.29M | 0.05% | +1,699+8.1% | Added |
| Bank of Nova Scotia | 22,229 | $1.27M | 0.00% | +2,221+11.1% | Added |
| Koshinski Asset Management, Inc. | 22,039 | $1.26M | 0.19% | +3,832+21.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $1.26M | 0.32% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 21,947 | $1.25M | 0.01% | −53−0.2% | Reduced |
| Mackenzie Financial Corp | 21,693 | $1.24M | 0.00% | −2,432−10.1% | Reduced |
| Creative Planning | 21,441 | $1.22M | 0.00% | +2,123+11.0% | Added |
| Canada Pension Plan Investment Board | 21,011 | $1.20M | 0.00% | −207,558−90.8% | Reduced |
| Tower Research Capital LLC (TRC) | 20,774 | $1.19M | 0.01% | +9,166+79.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,519 | $1.17M | 0.54% | −5,442−21.0% | Reduced |
| First Foundation Advisors | 20,423 | $1.17M | 0.05% | −357−1.7% | Reduced |
| Toth Financial Advisory Corp | 20,256 | $1.16M | 0.16% | −2,427−10.7% | Reduced |
| Boothbay Fund Management, LLC | 19,187 | $1.10M | 0.04% | −929−4.6% | Reduced |
| Palumbo Wealth Management LLC | 18,817 | $1.07M | 0.55% | +3,446+22.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,713 | $1.07M | 0.50% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 18,491 | $1.06M | 0.05% | −7,000−27.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 18,411 | $1.05M | 0.29% | −375−2.0% | Reduced |
| Diversified Trust Co | 18,048 | $1.03M | 0.03% | +5,535+44.2% | Added |
| JustInvest LLC | 17,881 | $1.02M | 0.03% | +4,273+31.4% | Added |
| Chico Wealth RIA | 17,529 | $1.00M | 1.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,084 | $975.5K | 0.01% | +17,084 | New |
| Tredje AP-fonden | 16,894 | $964.6K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,844 | $961.8K | 0.01% | +1,366+8.8% | Added |
| Entropy Technologies, LP | 16,586 | $947.1K | 0.18% | +16,586 | New |
| Sippican Capital Advisors | 16,370 | $934.7K | 0.73% | +1,450+9.7% | Added |
| MML Investors Services, LLC | 16,033 | $915.0K | 0.00% | +7,908+97.3% | Added |
| Boston Trust Walden Corp | 15,882 | $906.9K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,732 | $898.0K | 0.01% | −730−4.4% | Reduced |
| Private Trust Co NA | 15,685 | $895.6K | 0.11% | −155−1.0% | Reduced |
| Arbor Capital Management Inc | 15,888 | $886.1K | 0.67% | +1,613+11.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,507 | $885.5K | 0.05% | −743−4.6% | Reduced |
| Marks Group Wealth Management, Inc | 15,430 | $881.1K | 0.10% | +1,742+12.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,984 | $877.5K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 15,066 | $860.3K | 0.01% | −375−2.4% | Reduced |
| Crawford Investment Counsel Inc | 14,965 | $854.5K | 0.02% | −22−0.1% | Reduced |
| Pacer Advisors, Inc. | 14,755 | $842.5K | 0.00% | −10,295−41.1% | Reduced |
| Metis Global Partners, LLC | 14,707 | $839.8K | 0.03% | +1,748+13.5% | Added |
| Plante Moran Financial Advisors, LLC | 14,649 | $836.5K | 0.09% | −1,490−9.2% | 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 |
| Teacher Retirement System of Texas | 14,257 | $814.0K | 0.01% | −9,771−40.7% | Reduced |
| Rafferty Asset Management, LLC | 14,194 | $810.5K | 0.00% | +570+4.2% | Added |