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, Q1 2024
Institutional positions in Brown Forman Corp as of Mar 31, 2024. 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
- 615
- +2 vs. Q4 2023
- Shares held
- 162.6M
- +3.03M (+1.9%) vs. Q4 2023
- Total value
- $8.39B
- −$713.9M (−7.8%) vs. Q4 2023
- New holders
- 69
- 183 more added
- Sold out
- 67
- 255 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 2 | $103 | 0.00% | −1−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $363 | 0.00% | +7 | New |
| Abound Wealth Management | 9 | $465 | 0.00% | −11−55.0% | Reduced |
| Atlas Capital Advisors LLC | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 11 | $568 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $623 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $716 | 0.00% | +2+16.7% | Added |
| SRS Capital Advisors, Inc. | 19 | $981 | 0.00% | +19 | New |
| Longfellow Investment Management Co LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.19K | 0.00% | +2+9.5% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $1.24K | 0.00% | +1+4.3% | Added |
| Plato Investment Management Ltd | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $1.39K | 0.00% | −41−60.3% | Reduced |
| MV Capital Management, Inc. | 27 | $1.39K | 0.00% | −36−57.1% | Reduced |
| Assetmark, Inc | 28 | $1.45K | 0.00% | +16+133.3% | Added |
| ORG Partners LLC | 30 | $1.53K | 0.00% | −2,451−98.8% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.55K | 0.00% | −13−30.2% | Reduced |
| Bruce G. Allen Investments, LLC | 30 | $1.55K | 0.00% | −12−28.6% | Reduced |
| WR Wealth Planners, LLC | 30 | $1.55K | 0.00% | +30 | New |
| First Horizon Advisors, Inc. | 37 | $1.91K | 0.00% | +4+12.1% | Added |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | −832−95.5% | Reduced |
| GW&K Investment Management, LLC | 38 | $2.00K | 0.00% | −23−37.7% | Reduced |
| Credential Qtrade Securities Inc. | 42 | $2.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $2.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $2.84K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 95 | $4.00K | 0.00% | −50−34.5% | Reduced |
| Colonial Trust Co | 72 | $4.15K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 87 | $4.49K | 0.00% | −37−29.8% | Reduced |
| Logan Capital Management Inc | 90 | $4.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 91 | $4.70K | 0.00% | −733,474−100.0% | Reduced |
| LRI Investments, LLC | 91 | $4.70K | 0.00% | +91 | New |
| Cassady Schiller Wealth Management, LLC | 96 | $4.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $5.16K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 107 | $5.52K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $5.83K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 122 | $6.32K | 0.00% | −113−48.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 125 | $6.45K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 140 | $7.00K | 0.00% | −395−73.8% | Reduced |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 137 | $7.07K | 0.00% | −13−8.7% | Reduced |
| Johnson Financial Group, Inc. | 152 | $7.88K | 0.00% | −4,775−96.9% | Reduced |
| Capital Advisors, Ltd. LLC | 148 | $8.00K | 0.00% | +6+4.2% | Added |
| Smartleaf Asset Management LLC | 158 | $8.22K | 0.00% | +158 | New |
| Zions Bancorporation, N.A. | 165 | $8.52K | 0.00% | −4−2.4% | Reduced |
| Clearstead Advisors, LLC | 178 | $8.74K | 0.00% | +178 | New |
| JJJ Advisors Inc. | 177 | $9.14K | 0.00% | −25−12.4% | Reduced |
| Harbor Investment Advisory, LLC | 179 | $9.24K | 0.00% | +26+17.0% | Added |
| Ronald Blue Trust, Inc. | 182 | $9.39K | 0.00% | −9−4.7% | Reduced |
| Raffa Wealth Management, LLC | 185 | $9.55K | 0.00% | +128+224.6% | Added |
| HM Payson & Co | 187 | $9.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $9.81K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 195 | $10.1K | 0.01% | −122−38.5% | Reduced |
| Ogorek Anthony Joseph | 227 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $11.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $11.7K | 0.00% | +227 | New |
| Key Financial Inc | 227 | $11.7K | 0.00% | 00.0% | Unchanged |
| Permit Capital, LLC | 235 | $12.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $13.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $15.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 312 | $16.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 313 | $16.2K | 0.00% | +31+11.0% | Added |
| Parkside Financial Bank & Trust | 327 | $16.9K | 0.00% | −69−17.4% | Reduced |
| Mercer Global Advisors Inc | 10,109 | $17.0K | 0.00% | +107+1.1% | Added |
| TD Private Client Wealth LLC | 333 | $17.2K | 0.00% | −20−5.7% | Reduced |
| Rothschild Investment LLC | 355 | $18.3K | 0.00% | +185+108.8% | Added |
| Capital Analysts, LLC | 375 | $19.0K | 0.00% | −1,392−78.8% | Reduced |
| Massmutual Trust Co FSB | 389 | $20.1K | 0.00% | −236−37.8% | Reduced |
| Trust Co of Vermont | 404 | $20.9K | 0.00% | +100+32.9% | Added |
| Quent Capital, LLC | 417 | $21.6K | 0.00% | +41+10.9% | Added |
| Mather Group, LLC. | 380 | $21.7K | 0.00% | +380 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $24.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $25.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 502 | $25.9K | 0.01% | −523−51.0% | Reduced |
| Horizon Bancorp Inc | 524 | $27.0K | 0.01% | −30−5.4% | Reduced |
| First Personal Financial Services | 562 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $29.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 597 | $30.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 600 | $31.0K | 0.00% | −223−27.1% | Reduced |
| CVA Family Office, LLC | 610 | $31.5K | 0.01% | −296−32.7% | Reduced |
| Lindbrook Capital, LLC | 611 | $31.5K | 0.00% | −300−32.9% | Reduced |
| Quadrant Capital Group LLC | 641 | $33.1K | 0.00% | −364−36.2% | Reduced |
| Chesapeake Asset Management LLC | 650 | $33.6K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $37.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 728 | $37.6K | 0.00% | +80+12.3% | Added |
| Oakworth Capital, Inc. | 750 | $38.7K | 0.00% | 00.0% | Unchanged |