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 | 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, 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 |
|---|---|---|---|---|---|
| MAI Capital Management | 7,101 | $366.6K | 0.00% | −117−1.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,997 | $361.2K | 0.09% | −2,333−25.0% | Reduced |
| Hendershot Investments Inc. | 6,860 | $354.1K | 0.05% | −391−5.4% | Reduced |
| Inceptionr LLC | 6,854 | $353.8K | 0.09% | +6,854 | New |
| Citadel Investment Advisory, Inc. | 6,804 | $351.0K | 0.20% | 00.0% | Unchanged |
| CWM, LLC | 6,574 | $339.0K | 0.00% | −128−1.9% | Reduced |
| Mirador Capital Partners LP | 6,487 | $334.9K | 0.06% | +6,487 | New |
| BEAM Asset Management, LLC | 6,469 | $333.9K | 0.20% | +9+0.1% | Added |
| Norinchukin Bank, The | 6,373 | $329.0K | 0.01% | −156−2.4% | Reduced |
| Empirical Finance, LLC | 6,331 | $326.8K | 0.02% | +231+3.8% | Added |
| Associated Banc-Corp | 6,218 | $321.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,205 | $320.3K | 0.03% | +6,205 | New |
| Balentine LLC | 6,195 | $319.8K | 0.01% | −1,173−15.9% | Reduced |
| Intelligent Financial Strategies | 6,079 | $316.0K | 0.20% | −4,546−42.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,118 | $315.8K | 0.00% | −162−2.6% | Reduced |
| First City Capital Management, Inc. | 6,105 | $315.1K | 0.17% | −394−6.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,040 | $311.8K | 0.00% | +55+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,967 | $308.0K | 0.02% | −552−8.5% | Reduced |
| Rakuten Investment Management, Inc. | 5,950 | $307.1K | 0.00% | +5,407+995.8% | Added |
| Toroso Investments, LLC | 5,885 | $303.8K | 0.01% | +335+6.0% | Added |
| Quantinno Capital Management LP | 5,860 | $303.0K | 0.01% | −17,282−74.7% | Reduced |
| EP Wealth Advisors, LLC | 5,862 | $302.6K | 0.00% | −402−6.4% | Reduced |
| Davis R M Inc | 5,850 | $302.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,824 | $300.6K | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 5,819 | $300.4K | 0.00% | −174−2.9% | Reduced |
| Vestcor Inc | 5,745 | $297.0K | 0.01% | −43−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $296.3K | 0.02% | −30−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,738 | $296.2K | 0.01% | −53−0.9% | Reduced |
| Ieq Capital, LLC | 5,710 | $294.7K | 0.00% | −984−14.7% | Reduced |
| CWA Asset Management Group, LLC | 5,701 | $294.3K | 0.02% | +1,220+27.2% | Added |
| Sapient Capital LLC | 5,669 | $293.9K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,674 | $292.9K | 0.05% | −1,457−20.4% | Reduced |
| Resonant Capital Advisors, LLC | 5,647 | $292.7K | 0.03% | −432−7.1% | Reduced |
| Oxford Asset Management LLP | 5,643 | $291.3K | 0.31% | +5,643 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $290.4K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,617 | $289.9K | 0.05% | +5,617 | New |
| Wealthfront Advisers LLC | 5,572 | $287.6K | 0.00% | +362+6.9% | Added |
| CIBC Private Wealth Group, LLC | 5,614 | $286.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,500 | $283.9K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,470 | $282.4K | 0.01% | −6,145−52.9% | Reduced |
| Caldwell Trust Co | 5,455 | $281.6K | 0.03% | +5,000+1,098.9% | Added |
| Argent Trust Co | 5,424 | $280.0K | 0.01% | −420−7.2% | Reduced |
| Kennon-Green & Company, LLC | 5,387 | $278.1K | 0.26% | +563+11.7% | Added |
| Lake Street Advisors Group, LLC | 5,217 | $270.4K | 0.01% | +246+4.9% | Added |
| Siemens Fonds Invest GmbH | 5,110 | $263.8K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,076 | $262.0K | 0.01% | +21+0.4% | Added |
| Ci Investments Inc. | 5,073 | $262.0K | 0.00% | +1,065+26.6% | Added |
| Owen LaRue, LLC | 5,037 | $260.0K | 0.16% | −11−0.2% | Reduced |
| Monograph Wealth Advisors, LLC | 5,000 | $259.2K | 0.04% | −2,590−34.1% | Reduced |
| Investment Management Corp of Ontario | 4,934 | $254.7K | 0.01% | −2,300−31.8% | Reduced |
| Scotia Capital Inc. | 4,912 | $253.5K | 0.00% | −275−5.3% | Reduced |
| Greatmark Investment Partners, Inc. | 4,875 | $251.6K | 0.04% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 4,860 | $250.9K | 0.21% | −154−3.1% | Reduced |
| Essex Financial Services, Inc. | 4,846 | $250.2K | 0.02% | −8−0.2% | Reduced |
| Empowered Funds, LLC | 4,833 | $249.5K | 0.00% | +1,154+31.4% | Added |
| Systematic Portfolios LLC | 4,788 | $247.2K | 0.85% | +4,788 | New |
| Resources Investment Advisors, LLC. | 4,553 | $235.0K | 0.00% | −1,473−24.4% | Reduced |
| Balyasny Asset Management LLC | 4,541 | $234.4K | 0.00% | −3,842−45.8% | Reduced |
| 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 |
| Jefferies Financial Group Inc. | 4,500 | $232.3K | 0.00% | +4,500 | New |
| Foundations Investment Advisors, LLC | 4,489 | $231.7K | 0.01% | −65−1.4% | Reduced |
| Dupree Financial Group, LLC | 4,398 | $227.0K | 0.10% | −6,917−61.1% | Reduced |
| Man Group plc | 4,393 | $226.8K | 0.00% | −861−16.4% | Reduced |
| Vantage Consulting Group Inc | 4,368 | $225.5K | 0.14% | +116+2.7% | Added |
| Tiemann Investment Advisors, LLC | 4,366 | $225.4K | 0.10% | +405+10.2% | Added |
| FourThought Financial Partners, LLC | 4,351 | $224.6K | 0.03% | +227+5.5% | Added |
| Oppenheimer Asset Management Inc. | 4,307 | $222.3K | 0.00% | −94−2.1% | Reduced |
| Berkshire Asset Management LLC | 4,301 | $222.0K | 0.01% | −350−7.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,386 | $220.7K | 0.09% | +1,111+26.0% | Added |
| Coldstream Capital Management Inc | 4,273 | $220.6K | 0.01% | +697+19.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,217 | $218.0K | 0.08% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,216 | $217.6K | 0.04% | +700+19.9% | Added |
| Perigon Wealth Management, LLC | 4,202 | $216.9K | 0.01% | −176−4.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,050 | $209.1K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 4,040 | $208.5K | 0.03% | +4,040 | New |
| Strategy Asset Managers LLC | 4,038 | $208.5K | 0.04% | +4,038 | New |
| Modera Wealth Management, LLC | 3,882 | $200.4K | 0.00% | −1,052−21.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,610 | $186.0K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 3,015 | $155.6K | 0.03% | +11+0.4% | Added |
| Global Trust Asset Management, LLC | 2,930 | $151.3K | 0.06% | −185−5.9% | Reduced |
| Farther Finance Advisors, LLC | 2,912 | $148.6K | 0.01% | −404−12.2% | Reduced |
| Horizon Investments, LLC | 2,665 | $137.6K | 0.00% | +90+3.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,086 | $134.1K | 0.01% | +2,086 | New |
| Barrett & Company, Inc. | 2,494 | $128.7K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,428 | $125.3K | 0.01% | +2,428 | New |
| TCTC Holdings, LLC | 2,332 | $120.4K | 0.00% | +9+0.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $116.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,809 | $93.4K | 0.00% | −320−15.0% | Reduced |
| NBC Securities, Inc. | 1,787 | $92.0K | 0.01% | −600−25.1% | Reduced |
| Central Bank & Trust Co | 1,710 | $88.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,675 | $86.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,499 | $77.4K | 0.00% | −257−14.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,430 | $73.8K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,425 | $73.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 1,539 | $72.8K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,396 | $71.2K | 0.05% | +1,396 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,330 | $69.0K | 0.00% | −9,759−88.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,280 | $66.1K | 0.00% | −600−31.9% | Reduced |
| Gulf International Bank (UK) Ltd | 1,224 | $63.0K | 0.00% | 00.0% | Unchanged |