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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 14,167 | $808.9K | 0.01% | +14,167 | New |
| Cullen/Frost Bankers, Inc. | 14,115 | $806.0K | 0.01% | +455+3.3% | Added |
| Maryland State Retirement & Pension System | 14,036 | $801.5K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 13,811 | $788.6K | 0.29% | +13,811 | New |
| Sawyer & Company, Inc | 13,609 | $777.0K | 0.34% | −450−3.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,388 | $764.5K | 0.02% | −52−0.4% | Reduced |
| Nordea Investment Management AB | 13,136 | $753.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13,094 | $750.5K | 0.05% | +121+0.9% | Added |
| Arkadios Wealth Advisors | 12,913 | $737.3K | 0.06% | +25+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 12,507 | $714.1K | 0.01% | −199−1.6% | Reduced |
| Rodgers Brothers Inc. | 12,496 | $713.5K | 0.11% | +12,496 | New |
| Hartford Investment Management Co | 12,348 | $705.1K | 0.03% | −180−1.4% | Reduced |
| United Asset Strategies, Inc. | 12,346 | $704.9K | 0.08% | +382+3.2% | Added |
| Ostrum Asset Management | 12,141 | $693.3K | 0.06% | +10,401+597.8% | Added |
| Pinebridge Investments, L.P. | 11,879 | $678.1K | 0.01% | +5,157+76.7% | Added |
| Silvercrest Asset Management Group LLC | 11,865 | $677.5K | 0.00% | −69−0.6% | Reduced |
| Marshall Financial Group LLC | 11,836 | $675.9K | 0.22% | −72−0.6% | Reduced |
| Altfest L J & Co Inc | 11,734 | $670.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,720 | $669.0K | 0.00% | −2,661−18.5% | Reduced |
| Kestra Advisory Services, LLC | 11,627 | $663.9K | 0.01% | −1,370−10.5% | Reduced |
| Ballentine Partners, LLC | 11,615 | $663.2K | 0.01% | +7,062+155.1% | Added |
| International Assets Investment Management, LLC | 11,600 | $662.3K | 0.08% | +11+0.1% | Added |
| Commerce Bank | 11,547 | $659.3K | 0.00% | −404−3.4% | Reduced |
| Securian Asset Management, Inc | 11,530 | $658.4K | 0.02% | −1,532−11.7% | Reduced |
| Prospera Financial Services Inc | 11,478 | $655.4K | 0.02% | +4,659+68.3% | Added |
| Private Client Services, LLC | 11,320 | $646.4K | 0.53% | +11,320 | New |
| Dupree Financial Group, LLC | 11,315 | $646.1K | 0.32% | +11,315 | New |
| Edmond de Rothschild Holding S.A. | 11,192 | $639.1K | 0.01% | −238−2.1% | Reduced |
| Blackhawk Capital Partners LLC. | 11,182 | $638.5K | 0.43% | +11,182 | New |
| Louisiana State Employees Retirement System | 11,100 | $633.8K | 0.01% | −200−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,089 | $633.0K | 0.01% | +6,022+118.8% | Added |
| Coastline Trust Co | 10,957 | $625.6K | 0.08% | −4,501−29.1% | Reduced |
| Advisors Capital Management, LLC | 10,698 | $611.0K | 0.01% | −267−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,673 | $609.4K | 0.08% | +10,673 | New |
| Intelligent Financial Strategies | 10,625 | $609.0K | 0.43% | −1,395−11.6% | Reduced |
| Alps Advisors Inc | 10,453 | $596.9K | 0.00% | +51+0.5% | Added |
| M&T Bank Corp | 10,423 | $595.1K | 0.00% | +162+1.6% | Added |
| Gateway Investment Advisers LLC | 10,372 | $592.3K | 0.01% | −2,008−16.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,156 | $579.9K | 0.03% | +127+1.3% | Added |
| Mercer Global Advisors Inc | 10,002 | $571.0K | 0.00% | −17−0.2% | Reduced |
| Nomura Holdings Inc | 9,997 | $570.8K | 0.01% | +6,095+156.2% | Added |
| Crossmark Global Holdings, Inc. | 9,889 | $564.0K | 0.01% | +7+0.1% | Added |
| New Mexico Educational Retirement Board | 9,550 | $545.0K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 9,540 | $544.7K | 0.04% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 9,500 | $542.5K | 0.01% | +9,500 | New |
| Northwestern Mutual Wealth Management Co | 9,413 | $537.5K | 0.00% | +163+1.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 9,330 | $532.7K | 0.14% | −45−0.5% | Reduced |
| Alberta Investment Management Corp | 9,200 | $525.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,019 | $515.0K | 0.00% | −349−3.7% | Reduced |
| Tufton Capital Management | 9,000 | $513.9K | 0.11% | −477−5.0% | Reduced |
| Annapolis Financial Services, LLC | 8,971 | $512.2K | 0.13% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 8,905 | $508.0K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,750 | $501.5K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 8,524 | $486.7K | 0.11% | −575−6.3% | Reduced |
| Balyasny Asset Management LLC | 8,383 | $478.7K | 0.00% | −939,454−99.1% | Reduced |
| Lido Advisors, LLC | 8,192 | $469.6K | 0.00% | +13+0.2% | Added |
| Lake Street Financial LLC | 8,129 | $464.2K | 0.07% | +8,129 | New |
| Adviser Investments LLC | 8,104 | $462.7K | 0.01% | +8,104 | New |
| Ancora Advisors, LLC | 8,076 | $461.1K | 0.01% | +125+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,834 | $447.3K | 0.02% | +851+12.2% | Added |
| Retirement Guys Formula LLC | 7,819 | $446.5K | 0.24% | +390+5.2% | Added |
| Independent Advisor Alliance | 7,781 | $444.3K | 0.02% | −2,640−25.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,689 | $439.0K | 0.00% | −15,509−66.9% | Reduced |
| Monograph Wealth Advisors, LLC | 7,590 | $435.0K | 0.08% | +90+1.2% | Added |
| KPP Advisory Services LLC | 7,610 | $434.5K | 0.38% | −7,939−51.1% | Reduced |
| Thrivent Financial for Lutherans | 7,608 | $434.0K | 0.00% | −83−1.1% | Reduced |
| Metropolitan Life Insurance Co | 7,447 | $425.2K | 0.02% | −122−1.6% | Reduced |
| Blair William & Co | 7,386 | $421.7K | 0.00% | +702+10.5% | Added |
| Saybrook Capital | 7,375 | $421.0K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 7,368 | $420.7K | 0.01% | +3,627+97.0% | Added |
| American Investment Services, Inc. | 7,256 | $414.3K | 0.08% | +25+0.3% | Added |
| Hendershot Investments Inc. | 7,251 | $414.0K | 0.06% | +1,551+27.2% | Added |
| Triangle Securities Wealth Management | 7,248 | $413.9K | 0.13% | −6,830−48.5% | Reduced |
| Investment Management Corp of Ontario | 7,234 | $413.1K | 0.01% | +7,234 | New |
| MAI Capital Management | 7,218 | $412.2K | 0.01% | +527+7.9% | Added |
| Teamwork Financial Advisors, LLC | 7,131 | $407.3K | 0.07% | −16,162−69.4% | Reduced |
| Joel Isaacson & Co., LLC | 7,125 | $406.8K | 0.02% | 00.0% | Unchanged |
| GSG Advisors LLC | 7,165 | $399.6K | 0.15% | +7,165 | New |
| Citadel Investment Advisory, Inc. | 6,804 | $389.0K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,812 | $389.0K | 0.02% | +6,812 | New |
| CWM, LLC | 6,702 | $383.0K | 0.00% | −499−6.9% | Reduced |
| Ieq Capital, LLC | 6,694 | $382.2K | 0.01% | +1,874+38.9% | Added |
| United Capital Financial Advisers, LLC | 6,693 | $382.2K | 0.00% | +6,693 | New |
| Sequoia Financial Advisors, LLC | 6,593 | $376.5K | 0.00% | +2,256+52.0% | Added |
| Millennium Management LLC | 6,555 | $374.3K | 0.00% | −140,496−95.5% | Reduced |
| Norinchukin Bank, The | 6,529 | $372.8K | 0.01% | −696−9.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,519 | $372.2K | 0.03% | +15+0.2% | Added |
| First City Capital Management, Inc. | 6,499 | $371.1K | 0.22% | −604−8.5% | Reduced |
| BEAM Asset Management, LLC | 6,460 | $368.9K | 0.23% | +8+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 6,280 | $358.6K | 0.00% | −383−5.7% | Reduced |
| EP Wealth Advisors, LLC | 6,264 | $357.7K | 0.00% | +137+2.2% | Added |
| Associated Banc-Corp | 6,218 | $355.0K | 0.01% | −250−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 6,079 | $348.4K | 0.03% | +770+14.5% | Added |
| Empirical Finance, LLC | 6,100 | $348.3K | 0.02% | −230−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 6,026 | $344.1K | 0.01% | +144+2.4% | Added |
| Agf Management Ltd | 5,993 | $342.2K | 0.00% | −174−2.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,985 | $341.7K | 0.00% | +203+3.5% | Added |
| Global X Japan Co., Ltd. | 5,951 | $339.8K | 0.19% | +5,951 | New |
| Two Sigma Investments, LP | 5,900 | $336.9K | 0.00% | +5,900 | New |
| Trust Point Inc. | 5,876 | $335.5K | 0.03% | +5,876 | New |