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 |
|---|---|---|---|---|---|
| Lagoda Investment Management, L.P. | 1,275 | $72.8K | 0.05% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,224 | $69.0K | 0.00% | −653−34.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,159 | $66.2K | 0.01% | −89−7.1% | Reduced |
| Umb Bank N A | 1,113 | $63.6K | 0.00% | −874−44.0% | Reduced |
| Baldwin Brothers Inc | 1,100 | $62.8K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,088 | $62.4K | 0.04% | +170+18.5% | Added |
| Colonial Trust Advisors | 1,083 | $61.8K | 0.01% | −12−1.1% | Reduced |
| Quadrant Capital Group LLC | 1,005 | $57.4K | 0.00% | −655−39.5% | Reduced |
| GAMMA Investing LLC | 1,025 | $56.3K | 0.02% | +1,025 | New |
| Principal Securities, Inc. | 966 | $55.2K | 0.00% | +966 | New |
| MCF Advisors LLC | 936 | $53.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 911 | $52.0K | 0.01% | +603+195.8% | Added |
| CVA Family Office, LLC | 906 | $51.7K | 0.01% | +906 | New |
| Penserra Capital Management LLC | 871 | $49.0K | 0.00% | −178−17.0% | Reduced |
| Loomis Sayles & Co L P | 823 | $47.0K | 0.00% | −136−14.2% | Reduced |
| South State Corp. | 808 | $46.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 750 | $42.8K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 750 | $42.8K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $40.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 699 | $40.0K | 0.03% | −160−18.6% | Reduced |
| Chesapeake Asset Management LLC | 650 | $37.1K | 0.03% | 00.0% | Unchanged |
| American National Bank | 648 | $37.0K | 0.01% | +644+16,100.0% | Added |
| Massmutual Trust Co FSB | 625 | $35.7K | 0.00% | +84+15.5% | Added |
| JNBA Financial Advisors | 597 | $34.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $33.1K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 562 | $32.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 554 | $32.0K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 550 | $31.4K | 0.01% | +550 | New |
| Rakuten Investment Management, Inc. | 543 | $31.1K | 0.00% | +543 | New |
| FNY Investment Advisers, LLC | 535 | $30.0K | 0.03% | +315+143.2% | Added |
| Huntington National Bank | 524 | $29.9K | 0.00% | +17+3.4% | Added |
| Citizens National Bank Trust Department | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $27.4K | 0.01% | +480 | New |
| Tradition Wealth Management, LLC | 447 | $26.0K | 0.00% | +6+1.4% | Added |
| Caldwell Trust Co | 455 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 446 | $23.1K | 0.00% | +15+3.5% | Added |
| Parkside Financial Bank & Trust | 396 | $22.6K | 0.00% | +41+11.5% | Added |
| Quent Capital, LLC | 376 | $21.5K | 0.00% | −147−28.1% | Reduced |
| TD Private Client Wealth LLC | 353 | $20.2K | 0.00% | −212−37.5% | Reduced |
| Mendota Financial Group, LLC | 317 | $18.1K | 0.01% | +122+62.6% | Added |
| First Manhattan Co | 312 | $17.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 304 | $17.4K | 0.00% | +204+204.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $17.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $17.1K | 0.01% | −7,718−96.3% | Reduced |
| Glassman Wealth Services | 278 | $15.9K | 0.00% | +69+33.0% | Added |
| Global Retirement Partners, LLC | 282 | $15.4K | 0.00% | −41−12.7% | Reduced |
| West Paces Advisors Inc. | 264 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 235 | $13.4K | 0.01% | +148+170.1% | Added |
| Permit Capital, LLC | 235 | $13.4K | 0.00% | −340−59.1% | Reduced |
| Key Financial Inc | 227 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $12.6K | 0.03% | +220 | New |
| Ogorek Anthony Joseph | 227 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 210 | $12.0K | 0.00% | +210 | New |
| JJJ Advisors Inc. | 202 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $11.4K | 0.01% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 187 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $10.8K | 0.00% | −8−4.0% | Reduced |
| HM Payson & Co | 187 | $10.7K | 0.00% | −502−72.9% | Reduced |
| Ronald Blue Trust, Inc. | 191 | $10.0K | 0.00% | +31+19.4% | Added |
| Level Financial Advisors, Inc. | 175 | $9.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $9.71K | 0.00% | +170 | New |
| Zions Bancorporation, N.A. | 169 | $9.65K | 0.00% | −266−61.1% | Reduced |
| Harbor Investment Advisory, LLC | 153 | $8.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 150 | $8.57K | 0.00% | −1,833−92.4% | Reduced |
| Smithfield Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 142 | $8.00K | 0.00% | +5+3.6% | Added |
| Valley National Advisers Inc | 145 | $8.00K | 0.00% | +145 | New |
| GPS Wealth Strategies Group, LLC | 125 | $7.14K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 124 | $7.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $6.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $5.83K | 0.00% | +102 | New |
| Cassady Schiller Wealth Management, LLC | 96 | $5.48K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $5.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 72 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 71 | $4.05K | 0.00% | −321−81.9% | Reduced |
| Manchester Capital Management LLC | 68 | $3.88K | 0.00% | +68 | New |
| MV Capital Management, Inc. | 63 | $3.60K | 0.00% | −74−54.0% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.25K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $3.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $3.08K | 0.00% | −8−12.9% | Reduced |
| Red Tortoise LLC | 54 | $3.08K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 61 | $3.00K | 0.00% | +22+56.4% | Added |
| Main Street Group, LTD | 50 | $2.85K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 48 | $2.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.51K | 0.00% | +44 | New |
| AdvisorNet Financial, Inc | 43 | $2.46K | 0.00% | +43 | New |
| Credential Qtrade Securities Inc. | 42 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $2.40K | 0.00% | +42 | New |
| First Horizon Advisors, Inc. | 33 | $1.88K | 0.00% | −6−15.4% | Reduced |
| Plato Investment Management Ltd | 26 | $1.48K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.31K | 0.00% | +23 | New |
| M&R Capital Management Inc | 23 | $1.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $1.31K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 21 | $1.20K | 0.00% | +1+5.0% | Added |
| Jamison Private Wealth Management, Inc. | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |