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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 13,908 | $720.9K | 0.01% | +8,110+139.9% | Added |
| MQS Management LLC | 14,097 | $727.7K | 0.42% | +14,097 | New |
| Plante Moran Financial Advisors, LLC | 14,254 | $735.8K | 0.08% | −395−2.7% | Reduced |
| Crawford Investment Counsel Inc | 14,342 | $740.3K | 0.01% | −623−4.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,343 | $740.4K | 0.08% | −297−2.0% | Reduced |
| Metis Global Partners, LLC | 14,729 | $760.3K | 0.03% | +22+0.1% | Added |
| Occudo Quantitative Strategies LP | 14,818 | $764.9K | 0.13% | −90,780−86.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,807 | $765.0K | 0.01% | −925−5.9% | Reduced |
| Sippican Capital Advisors | 14,920 | $770.2K | 0.60% | −1,450−8.9% | Reduced |
| Gamco Investors, Inc. Et Al | 15,066 | $777.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,984 | $785.6K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 15,396 | $797.2K | 0.00% | +2,260+17.2% | Added |
| Oregon Public Employees Retirement Fund | 15,497 | $800.0K | 0.02% | −8,140−34.4% | Reduced |
| Private Trust Co NA | 15,649 | $807.8K | 0.09% | −36−0.2% | Reduced |
| Boston Trust Walden Corp | 15,882 | $819.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,917 | $821.7K | 0.01% | −44,219−73.5% | Reduced |
| Davenport & Co LLC | 16,095 | $830.8K | 0.01% | −749−4.4% | Reduced |
| HRT Financial LP | 16,177 | $835.0K | 0.01% | +16,177 | New |
| JustInvest LLC | 16,791 | $866.8K | 0.02% | −1,090−6.1% | Reduced |
| Tredje AP-fonden | 16,894 | $872.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16,827 | $875.5K | 0.01% | +4,320+34.5% | Added |
| Marks Group Wealth Management, Inc | 16,994 | $877.2K | 0.09% | +1,564+10.1% | Added |
| Two Sigma Investments, LP | 17,013 | $878.2K | 0.00% | +11,113+188.4% | Added |
| Diversified Trust Co | 17,215 | $888.6K | 0.03% | −833−4.6% | Reduced |
| Chico Wealth RIA | 17,529 | $904.8K | 0.86% | 00.0% | Unchanged |
| Centiva Capital, LP | 17,930 | $925.5K | 0.05% | +17,930 | New |
| Cutter & CO Brokerage, Inc. | 18,412 | $950.4K | 0.23% | +10.0% | Added |
| Ingalls & Snyder LLC | 18,491 | $955.0K | 0.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,663 | $963.4K | 0.41% | −50−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 18,755 | $968.1K | 0.02% | −2,019−9.7% | Reduced |
| First Foundation Advisors | 18,758 | $968.3K | 0.04% | −1,665−8.2% | Reduced |
| Creative Planning | 18,821 | $971.5K | 0.00% | −2,620−12.2% | Reduced |
| Avantax Advisory Services, Inc. | 19,237 | $993.0K | 0.01% | +2,153+12.6% | Added |
| Bahl & Gaynor Inc | 19,375 | $1.00M | 0.01% | −2,572−11.7% | Reduced |
| Toth Financial Advisory Corp | 19,430 | $1.00M | 0.13% | −826−4.1% | Reduced |
| Mackenzie Financial Corp | 19,883 | $1.03M | 0.00% | −1,810−8.3% | Reduced |
| Tran Capital Management, L.P. | 20,075 | $1.04M | 0.12% | −13,310−39.9% | Reduced |
| UniSuper Management Pty Ltd | 20,603 | $1.06M | 0.01% | +17,197+504.9% | Added |
| Boothbay Fund Management, LLC | 20,896 | $1.08M | 0.03% | +1,709+8.9% | Added |
| Kesler, Norman & Wride, LLC | 21,616 | $1.12M | 0.24% | −1,384−6.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $1.14M | 0.27% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,076 | $1.14M | 0.01% | −1,623−6.8% | Reduced |
| Independence Bank of Kentucky | 22,260 | $1.15M | 0.34% | +18,120+437.7% | Added |
| Semanteon Capital Management, LP | 22,313 | $1.15M | 0.74% | +22,313 | New |
| Ameritas Investment Partners, Inc. | 22,374 | $1.15M | 0.04% | −214−0.9% | Reduced |
| Bank of Nova Scotia | 22,754 | $1.17M | 0.00% | +525+2.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,183 | $1.20M | 0.47% | +2,664+13.0% | Added |
| Captrust Financial Advisors | 23,252 | $1.20M | 0.00% | −3,989−14.6% | Reduced |
| MPS Loria Financial Planners, LLC | 23,313 | $1.21M | 0.41% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 23,722 | $1.22M | 0.01% | −519−2.1% | Reduced |
| Panagora Asset Management Inc | 24,051 | $1.24M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 24,078 | $1.24M | 0.01% | −1,435−5.6% | Reduced |
| Venture Visionary Partners LLC | 24,571 | $1.27M | 0.06% | +30.0% | Added |
| New York Life Investment Management LLC | 25,199 | $1.30M | 0.01% | −1,237−4.7% | Reduced |
| Elo Mutual Pension Insurance Co | 25,388 | $1.31M | 0.03% | −1,689−6.2% | Reduced |
| Bragg Financial Advisors, Inc | 25,580 | $1.32M | 0.06% | −150−0.6% | Reduced |
| Privium Fund Management B.V. | 25,800 | $1.33M | 0.36% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 26,967 | $1.33M | 0.16% | +1,876+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,047 | $1.34M | 0.02% | +87+0.3% | Added |
| Aigen Investment Management, LP | 26,054 | $1.34M | 0.29% | +26,054 | New |
| ICW Investment Advisors LLC | 26,082 | $1.35M | 0.60% | +1,283+5.2% | Added |
| Daiwa Securities Group Inc. | 26,364 | $1.36M | 0.01% | +1,351+5.4% | Added |
| State of Tennessee, Treasury Department | 26,377 | $1.36M | 0.01% | −1,361−4.9% | Reduced |
| Schroder Investment Management Group | 26,770 | $1.38M | 0.00% | −744−2.7% | Reduced |
| Private Advisor Group, LLC | 26,834 | $1.39M | 0.01% | −9,149−25.4% | Reduced |
| GWM Advisors LLC | 27,370 | $1.41M | 0.01% | −1,037−3.7% | Reduced |
| CIC Wealth, LLC | 27,380 | $1.41M | 0.41% | −581−2.1% | Reduced |
| Canada Pension Plan Investment Board | 27,556 | $1.42M | 0.00% | +6,545+31.2% | Added |
| Fifth Third Bancorp | 27,717 | $1.43M | 0.01% | −2,605−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 27,946 | $1.44M | 0.08% | −131−0.5% | Reduced |
| Stephens Consulting, LLC | 27,995 | $1.45M | 0.44% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 28,334 | $1.46M | 0.30% | +14,523+105.2% | Added |
| Bellwether Advisors, LLC | 28,349 | $1.46M | 0.32% | +28,349 | New |
| Glenmede Trust Co NA | 28,377 | $1.46M | 0.01% | −3,404−10.7% | Reduced |
| Simmons Bank | 28,658 | $1.48M | 0.11% | −5,057−15.0% | Reduced |
| Intech Investment Management LLC | 28,684 | $1.48M | 0.02% | −13,501−32.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,106 | $1.50M | 0.00% | +4,566+18.6% | Added |
| Bright Rock Capital Management, LLC | 29,500 | $1.52M | 0.32% | 00.0% | Unchanged |
| Omers Administration Corp | 29,700 | $1.53M | 0.02% | +29,700 | New |
| CIBC Asset Management Inc | 30,028 | $1.55M | 0.01% | +465+1.6% | Added |
| Equitable Trust Co | 30,242 | $1.56M | 0.11% | 00.0% | Unchanged |
| Magnetar Financial LLC | 30,341 | $1.57M | 0.04% | +30,341 | New |
| Advisor Group Holdings, Inc. | 30,911 | $1.60M | 0.00% | −4,654−13.1% | Reduced |
| Entropy Technologies, LP | 31,309 | $1.62M | 0.17% | +14,723+88.8% | Added |
| Palumbo Wealth Management LLC | 31,354 | $1.62M | 0.72% | +12,537+66.6% | Added |
| Utah Retirement Systems | 31,779 | $1.64M | 0.02% | −100−0.3% | Reduced |
| Czech National Bank | 31,812 | $1.64M | 0.02% | −235−0.7% | Reduced |
| Aureus Asset Management, LLC | 31,951 | $1.65M | 0.11% | −10,940−25.5% | Reduced |
| Engineers Gate Manager LP | 32,230 | $1.66M | 0.04% | −13,425−29.4% | Reduced |
| Truist Financial Corp | 32,382 | $1.67M | 0.00% | −51−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 32,645 | $1.69M | 0.15% | +32,645 | New |
| Allianz Asset Management GmbH | 32,818 | $1.69M | 0.00% | −5,125−13.5% | Reduced |
| Brown Brothers Harriman & Co | 32,928 | $1.70M | 0.01% | −13,433−29.0% | Reduced |
| Ostrum Asset Management | 33,085 | $1.71M | 0.13% | +20,944+172.5% | Added |
| Heritage Investors Management Corp | 33,083 | $1.71M | 0.06% | −67−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,128 | $1.71M | 0.05% | +6,593+24.8% | Added |
| Chickasaw Capital Management LLC | 33,192 | $1.71M | 0.08% | −4,215−11.3% | Reduced |
| McDonald Partners LLC | 33,370 | $1.72M | 0.47% | −278−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 33,443 | $1.73M | 0.01% | −1,820−5.2% | Reduced |
| Brinker Capital Investments, LLC | 33,820 | $1.75M | 0.02% | −3,156−8.5% | Reduced |