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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,263 | $60.4K | 0.00% | +104+9.0% | Added |
| Signaturefd, LLC | 1,157 | $59.7K | 0.00% | −741−39.0% | Reduced |
| Covestor Ltd | 1,121 | $58.0K | 0.04% | +422+60.4% | Added |
| Baldwin Brothers Inc | 1,100 | $56.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,048 | $54.1K | 0.00% | −65−5.8% | Reduced |
| New Republic Capital, LLC | 999 | $51.8K | 0.03% | −89−8.2% | Reduced |
| Tobam | 990 | $51.0K | 0.00% | −310−23.8% | Reduced |
| MCF Advisors LLC | 936 | $48.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 905 | $46.7K | 0.02% | +905 | New |
| Catalyst Funds Management Pty Ltd | 900 | $46.5K | 0.01% | +900 | New |
| Principal Securities, Inc. | 850 | $43.9K | 0.00% | −116−12.0% | Reduced |
| South State Corp. | 808 | $41.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 782 | $40.4K | 0.00% | +258+49.2% | Added |
| S.A. Mason LLC | 775 | $40.0K | 0.02% | +25+3.3% | Added |
| Headlands Technologies LLC | 774 | $40.0K | 0.01% | −3,055−79.8% | Reduced |
| Oakworth Capital, Inc. | 750 | $38.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 728 | $37.6K | 0.00% | +80+12.3% | Added |
| Laurel Wealth Advisors LLC | 717 | $37.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $33.6K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 641 | $33.1K | 0.00% | −364−36.2% | Reduced |
| Lindbrook Capital, LLC | 611 | $31.5K | 0.00% | −300−32.9% | Reduced |
| CVA Family Office, LLC | 610 | $31.5K | 0.01% | −296−32.7% | Reduced |
| Loomis Sayles & Co L P | 600 | $31.0K | 0.00% | −223−27.1% | Reduced |
| JNBA Financial Advisors | 597 | $30.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $29.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 562 | $29.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 524 | $27.0K | 0.01% | −30−5.4% | Reduced |
| GAMMA Investing LLC | 502 | $25.9K | 0.01% | −523−51.0% | Reduced |
| Citizens National Bank Trust Department | 500 | $25.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $24.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 380 | $21.7K | 0.00% | +380 | New |
| Quent Capital, LLC | 417 | $21.6K | 0.00% | +41+10.9% | Added |
| Trust Co of Vermont | 404 | $20.9K | 0.00% | +100+32.9% | Added |
| Massmutual Trust Co FSB | 389 | $20.1K | 0.00% | −236−37.8% | Reduced |
| Capital Analysts, LLC | 375 | $19.0K | 0.00% | −1,392−78.8% | Reduced |
| Rothschild Investment LLC | 355 | $18.3K | 0.00% | +185+108.8% | Added |
| TD Private Client Wealth LLC | 333 | $17.2K | 0.00% | −20−5.7% | Reduced |
| Mercer Global Advisors Inc | 10,109 | $17.0K | 0.00% | +107+1.1% | Added |
| Parkside Financial Bank & Trust | 327 | $16.9K | 0.00% | −69−17.4% | Reduced |
| Global Retirement Partners, LLC | 313 | $16.2K | 0.00% | +31+11.0% | Added |
| First Manhattan Co | 312 | $16.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $15.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Permit Capital, LLC | 235 | $12.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $11.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $11.7K | 0.00% | +227 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $11.4K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 227 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 195 | $10.1K | 0.01% | −122−38.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $9.81K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 187 | $9.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 185 | $9.55K | 0.00% | +128+224.6% | Added |
| Ronald Blue Trust, Inc. | 182 | $9.39K | 0.00% | −9−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 179 | $9.24K | 0.00% | +26+17.0% | Added |
| JJJ Advisors Inc. | 177 | $9.14K | 0.00% | −25−12.4% | Reduced |
| Clearstead Advisors, LLC | 178 | $8.74K | 0.00% | +178 | New |
| Zions Bancorporation, N.A. | 165 | $8.52K | 0.00% | −4−2.4% | Reduced |
| Smartleaf Asset Management LLC | 158 | $8.22K | 0.00% | +158 | New |
| Capital Advisors, Ltd. LLC | 148 | $8.00K | 0.00% | +6+4.2% | Added |
| Johnson Financial Group, Inc. | 152 | $7.88K | 0.00% | −4,775−96.9% | Reduced |
| IFP Advisors, Inc | 137 | $7.07K | 0.00% | −13−8.7% | Reduced |
| FNY Investment Advisers, LLC | 140 | $7.00K | 0.00% | −395−73.8% | Reduced |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 125 | $6.45K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 122 | $6.32K | 0.00% | −113−48.1% | Reduced |
| Sachetta, LLC | 102 | $5.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $5.52K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $5.16K | 0.00% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 96 | $4.96K | 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 |
| Logan Capital Management Inc | 90 | $4.65K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 87 | $4.49K | 0.00% | −37−29.8% | Reduced |
| Colonial Trust Co | 72 | $4.15K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 95 | $4.00K | 0.00% | −50−34.5% | Reduced |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $2.84K | 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 |
| Main Street Group, LTD | 50 | $2.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.27K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.17K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 37 | $1.91K | 0.00% | +4+12.1% | Added |
| 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 |
| ORG Partners LLC | 30 | $1.53K | 0.00% | −2,451−98.8% | Reduced |
| Assetmark, Inc | 28 | $1.45K | 0.00% | +16+133.3% | Added |
| 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 |
| Plato Investment Management Ltd | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.24K | 0.00% | +1+4.3% | Added |
| SJS Investment Consulting Inc. | 23 | $1.19K | 0.00% | +2+9.5% | Added |
| M&R Capital Management Inc | 23 | $1.19K | 0.00% | 00.0% | Unchanged |