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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 774 | $40.0K | 0.01% | −3,055−79.8% | Reduced |
| S.A. Mason LLC | 775 | $40.0K | 0.02% | +25+3.3% | Added |
| Huntington National Bank | 782 | $40.4K | 0.00% | +258+49.2% | Added |
| South State Corp. | 808 | $41.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 850 | $43.9K | 0.00% | −116−12.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $46.5K | 0.01% | +900 | New |
| Quarry LP | 905 | $46.7K | 0.02% | +905 | New |
| MCF Advisors LLC | 936 | $48.5K | 0.00% | 00.0% | Unchanged |
| Tobam | 990 | $51.0K | 0.00% | −310−23.8% | Reduced |
| New Republic Capital, LLC | 999 | $51.8K | 0.03% | −89−8.2% | Reduced |
| Umb Bank N A | 1,048 | $54.1K | 0.00% | −65−5.8% | Reduced |
| Baldwin Brothers Inc | 1,100 | $56.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,121 | $58.0K | 0.04% | +422+60.4% | Added |
| Signaturefd, LLC | 1,157 | $59.7K | 0.00% | −741−39.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,263 | $60.4K | 0.00% | +104+9.0% | Added |
| Gulf International Bank (UK) Ltd | 1,224 | $63.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,280 | $66.1K | 0.00% | −600−31.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,330 | $69.0K | 0.00% | −9,759−88.0% | Reduced |
| Bullock Wealth Management Group | 1,396 | $71.2K | 0.05% | +1,396 | New |
| Boit C F David | 1,539 | $72.8K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,425 | $73.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,430 | $73.8K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,499 | $77.4K | 0.00% | −257−14.6% | Reduced |
| Centerpoint Advisors, LLC | 1,675 | $86.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,710 | $88.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,787 | $92.0K | 0.01% | −600−25.1% | Reduced |
| Parallel Advisors, LLC | 1,809 | $93.4K | 0.00% | −320−15.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $116.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,332 | $120.4K | 0.00% | +9+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,428 | $125.3K | 0.01% | +2,428 | New |
| Barrett & Company, Inc. | 2,494 | $128.7K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,086 | $134.1K | 0.01% | +2,086 | New |
| Horizon Investments, LLC | 2,665 | $137.6K | 0.00% | +90+3.5% | Added |
| Farther Finance Advisors, LLC | 2,912 | $148.6K | 0.01% | −404−12.2% | Reduced |
| Global Trust Asset Management, LLC | 2,930 | $151.3K | 0.06% | −185−5.9% | Reduced |
| Gleason Group, Inc. | 3,015 | $155.6K | 0.03% | +11+0.4% | Added |
| Palisades Hudson Asset Management, L.P. | 3,610 | $186.0K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,882 | $200.4K | 0.00% | −1,052−21.3% | Reduced |
| Strategy Asset Managers LLC | 4,038 | $208.5K | 0.04% | +4,038 | New |
| Keystone Financial Group | 4,040 | $208.5K | 0.03% | +4,040 | New |
| Moody Lynn & Lieberson, LLC | 4,050 | $209.1K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,202 | $216.9K | 0.01% | −176−4.0% | Reduced |
| V-Square Quantitative Management LLC | 4,216 | $217.6K | 0.04% | +700+19.9% | Added |
| Westbourne Investment Advisors, Inc. | 4,217 | $218.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,273 | $220.6K | 0.01% | +697+19.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,386 | $220.7K | 0.09% | +1,111+26.0% | Added |
| Berkshire Asset Management LLC | 4,301 | $222.0K | 0.01% | −350−7.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,307 | $222.3K | 0.00% | −94−2.1% | Reduced |
| FourThought Financial Partners, LLC | 4,351 | $224.6K | 0.03% | +227+5.5% | Added |
| Tiemann Investment Advisors, LLC | 4,366 | $225.4K | 0.10% | +405+10.2% | Added |
| Vantage Consulting Group Inc | 4,368 | $225.5K | 0.14% | +116+2.7% | Added |
| Man Group plc | 4,393 | $226.8K | 0.00% | −861−16.4% | Reduced |
| Dupree Financial Group, LLC | 4,398 | $227.0K | 0.10% | −6,917−61.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,489 | $231.7K | 0.01% | −65−1.4% | Reduced |
| Jefferies Financial Group Inc. | 4,500 | $232.3K | 0.00% | +4,500 | New |
| SeaCrest Wealth Management, LLC | 4,530 | $233.8K | 0.03% | −455−9.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,530 | $233.8K | 0.14% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,541 | $234.4K | 0.00% | −3,842−45.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,553 | $235.0K | 0.00% | −1,473−24.4% | Reduced |
| Systematic Portfolios LLC | 4,788 | $247.2K | 0.85% | +4,788 | New |
| Empowered Funds, LLC | 4,833 | $249.5K | 0.00% | +1,154+31.4% | Added |
| Essex Financial Services, Inc. | 4,846 | $250.2K | 0.02% | −8−0.2% | Reduced |
| Sound Financial Strategies Group, LLC | 4,860 | $250.9K | 0.21% | −154−3.1% | Reduced |
| Greatmark Investment Partners, Inc. | 4,875 | $251.6K | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,912 | $253.5K | 0.00% | −275−5.3% | Reduced |
| Investment Management Corp of Ontario | 4,934 | $254.7K | 0.01% | −2,300−31.8% | Reduced |
| Monograph Wealth Advisors, LLC | 5,000 | $259.2K | 0.04% | −2,590−34.1% | Reduced |
| Owen LaRue, LLC | 5,037 | $260.0K | 0.16% | −11−0.2% | Reduced |
| Ci Investments Inc. | 5,073 | $262.0K | 0.00% | +1,065+26.6% | Added |
| Miracle Mile Advisors, LLC | 5,076 | $262.0K | 0.01% | +21+0.4% | Added |
| Siemens Fonds Invest GmbH | 5,110 | $263.8K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 5,217 | $270.4K | 0.01% | +246+4.9% | Added |
| Kennon-Green & Company, LLC | 5,387 | $278.1K | 0.26% | +563+11.7% | Added |
| Argent Trust Co | 5,424 | $280.0K | 0.01% | −420−7.2% | Reduced |
| Caldwell Trust Co | 5,455 | $281.6K | 0.03% | +5,000+1,098.9% | Added |
| Ballentine Partners, LLC | 5,470 | $282.4K | 0.01% | −6,145−52.9% | Reduced |
| Glen Eagle Advisors, LLC | 5,500 | $283.9K | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,614 | $286.4K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,572 | $287.6K | 0.00% | +362+6.9% | Added |
| Pearl River Capital, LLC | 5,617 | $289.9K | 0.05% | +5,617 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $290.4K | 0.02% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 5,643 | $291.3K | 0.31% | +5,643 | New |
| Resonant Capital Advisors, LLC | 5,647 | $292.7K | 0.03% | −432−7.1% | Reduced |
| Teamwork Financial Advisors, LLC | 5,674 | $292.9K | 0.05% | −1,457−20.4% | Reduced |
| Sapient Capital LLC | 5,669 | $293.9K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,701 | $294.3K | 0.02% | +1,220+27.2% | Added |
| Ieq Capital, LLC | 5,710 | $294.7K | 0.00% | −984−14.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,738 | $296.2K | 0.01% | −53−0.9% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $296.3K | 0.02% | −30−0.5% | Reduced |
| Vestcor Inc | 5,745 | $297.0K | 0.01% | −43−0.7% | Reduced |
| Agf Management Ltd | 5,819 | $300.4K | 0.00% | −174−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,824 | $300.6K | 0.00% | 00.0% | Unchanged |
| Davis R M Inc | 5,850 | $302.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,862 | $302.6K | 0.00% | −402−6.4% | Reduced |
| Quantinno Capital Management LP | 5,860 | $303.0K | 0.01% | −17,282−74.7% | Reduced |
| Toroso Investments, LLC | 5,885 | $303.8K | 0.01% | +335+6.0% | Added |
| Rakuten Investment Management, Inc. | 5,950 | $307.1K | 0.00% | +5,407+995.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,967 | $308.0K | 0.02% | −552−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,040 | $311.8K | 0.00% | +55+0.9% | Added |
| First City Capital Management, Inc. | 6,105 | $315.1K | 0.17% | −394−6.1% | Reduced |