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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, Q2 2024

Institutional positions in Brown Forman Corp as of Jun 30, 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
588
−21 vs. Q1 2024
Shares held
173.6M
+11.5M (+7.1%) vs. Q1 2024
Total value
$7.50B
−$867.2M (−10.4%) vs. Q1 2024
New holders
73
208 more added
Sold out
94
219 more reduced

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 588 institutions
Q1 2021: 640 institutionsQ2 2021: 634 institutionsQ3 2021: 614 institutionsQ4 2021: 654 institutionsQ1 2022: 658 institutionsQ2 2022: 661 institutionsQ3 2022: 663 institutionsQ4 2022: 679 institutionsQ1 2023: 661 institutionsQ2 2023: 655 institutionsQ3 2023: 624 institutionsQ4 2023: 617 institutionsQ1 2024: 615 institutionsQ2 2024: 588 institutionsQ3 2024: 615 institutionsQ4 2024: 639 institutionsQ1 2025: 644 institutionsQ2 2025: 641 institutionsQ3 2025: 628 institutionsQ4 2025: 643 institutionsQ1 2026: 582 institutionsQ2 2026: 597 institutions
Value heldQ2 2024: $7.50B
Q1 2021: $10.3BQ2 2021: $11.3BQ3 2021: $10.2BQ4 2021: $11.0BQ1 2022: $10.1BQ2 2022: $10.5BQ3 2022: $10.1BQ4 2022: $10.0BQ1 2023: $9.84BQ2 2023: $10.5BQ3 2023: $9.20BQ4 2023: $9.11BQ1 2024: $8.39BQ2 2024: $7.50BQ3 2024: $9.19BQ4 2024: $7.02BQ1 2025: $6.73BQ2 2025: $5.31BQ3 2025: $5.82BQ4 2025: $5.72BQ1 2026: $5.35BQ2 2026: $5.31B
Institutions holding BF.B and their total value by quarter
QuarterHoldersValue
Q2 2026597$5.31B
Q1 2026582$5.35B
Q4 2025643$5.72B
Q3 2025628$5.82B
Q2 2025641$5.31B
Q1 2025644$6.73B
Q4 2024639$7.02B
Q3 2024615$9.19B
Q2 2024588$7.50B
Q1 2024615$8.39B
Q4 2023617$9.11B
Q3 2023624$9.20B
Q2 2023655$10.5B
Q1 2023661$9.84B
Q4 2022679$10.0B
Q3 2022663$10.1B
Q2 2022661$10.5B
Q1 2022658$10.1B
Q4 2021654$11.0B
Q3 2021614$10.2B
Q2 2021634$11.3B
Q1 2021640$10.3B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2024.

Institutions holding BF.B in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth22$00.00%+22New
Dogwood Wealth Management LLC0$10.00%0Unchanged
WestEnd Advisors, LLC1$430.00%−1−50.0%Reduced
Opal Wealth Advisors, LLC1$440.00%+1New
American National Bank2$860.00%−726−99.7%Reduced
Creekmur Asset Management LLC2$860.00%+2New
Rakuten Securities, Inc.4$1730.00%00.0%Unchanged
Fairman Group, LLC6$2600.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC7$3030.00%00.0%Unchanged
Financial Network Wealth Advisors LLC8$3250.00%+8New
Institutional & Family Asset Management, LLC8$3460.00%+8New
Central Trust Co11$4760.00%00.0%Unchanged
SJS Investment Consulting Inc.16$6920.00%−7−30.4%Reduced
Dunhill Financial, LLC18$7640.00%+4+28.6%Added
Wolff Wiese Magana LLC20$8640.00%+20New
Longfellow Investment Management Co LLC20$8750.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.21$8890.00%00.0%Unchanged
M&R Capital Management Inc23$9930.00%00.0%Unchanged
MV Capital Management, Inc.23$9940.00%−4−14.8%Reduced
Unique Wealth Strategies, LLC20$1.03K0.00%+20New
Ashton Thomas Private Wealth, LLC24$1.04K0.00%+24New
Plato Investment Management Ltd26$1.12K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$1.17K0.00%+3+12.5%Added
Godsey & Gibb Associates38$1.64K0.00%+38New
Continuum Advisory, LLC44$1.90K0.00%+44New
Spire Wealth Management44$1.90K0.00%+44New
Hantz Financial Services, Inc.53$2.00K0.00%+1+1.9%Added
GW&K Investment Management, LLC44$2.00K0.00%+6+15.8%Added
Penserra Capital Management LLC39$2.00K0.00%00.0%Unchanged
Main Street Group, LTD50$2.11K0.00%00.0%Unchanged
Versant Capital Management, Inc54$2.33K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC55$2.38K0.00%00.0%Unchanged
Investors Research Corp57$2.46K0.00%00.0%Unchanged
Castleview Partners, LLC58$2.50K0.00%+58New
JJJ Advisors Inc.58$2.51K0.00%−119−67.2%Reduced
Geneos Wealth Management Inc.62$2.68K0.00%+62New
Smartleaf Asset Management LLC64$2.77K0.00%−94−59.5%Reduced
Carolinas Wealth Consulting LLC75$3.23K0.00%+27+56.3%Added
VisionPoint Advisory Group, LLC87$3.76K0.00%00.0%Unchanged
Logan Capital Management Inc90$3.89K0.00%00.0%Unchanged
LRI Investments, LLC91$3.93K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC96$4.15K0.00%00.0%Unchanged
Fairway Wealth LLC98$4.23K0.00%+98New
Sunbelt Securities, Inc.100$4.32K0.00%00.0%Unchanged
Colonial Trust Co102$4.41K0.00%+30+41.7%Added
Farmers & Merchants Investments Inc107$4.62K0.00%00.0%Unchanged
Sachetta, LLC105$4.67K0.00%+3+2.9%Added
AdvisorNet Financial, Inc110$4.75K0.00%+80+266.7%Added
Manchester Capital Management LLC129$5.57K0.00%+102+377.8%Added
Capital Analysts, LLC136$6.00K0.00%−239−63.7%Reduced
Capital Advisors, Ltd. LLC137$6.00K0.00%−11−7.4%Reduced
Smithfield Trust Co150$6.00K0.00%00.0%Unchanged
ORG Partners LLC142$6.02K0.00%+112+373.3%Added
Bruce G. Allen Investments, LLC141$6.09K0.01%+111+370.0%Added
Johnson Financial Group, Inc.152$6.60K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC153$6.61K0.00%−26−14.5%Reduced
Zions Bancorporation, N.A.158$6.82K0.00%−7−4.2%Reduced
Raffa Wealth Management, LLC185$7.99K0.00%00.0%Unchanged
HM Payson & Co187$8.08K0.00%00.0%Unchanged
Ogorek Anthony Joseph227$9.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc212$9.16K0.00%+22+11.6%Added
Mowery & Schoenfeld Wealth Management, LLC220$9.50K0.01%00.0%Unchanged
Massmutual Trust Co FSB221$9.54K0.00%−168−43.2%Reduced
Permit Capital, LLC235$10.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.247$10.7K0.00%+210+567.6%Added
Hazlett, Burt & Watson, Inc.250$11.0K0.01%00.0%Unchanged
IFP Advisors, Inc255$11.0K0.00%+118+86.1%Added
West Paces Advisors Inc.264$11.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.238$12.3K0.00%+56+30.8%Added
Mather Group, LLC.250$12.9K0.00%−130−34.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt302$13.0K0.00%00.0%Unchanged
Assetmark, Inc350$15.1K0.00%+322+1,150.0%Added
Raleigh Capital Management Inc.365$15.8K0.01%+243+199.2%Added
Global Retirement Partners, LLC394$17.0K0.00%+81+25.9%Added
Beach Investment Counsel Inc400$17.0K0.00%+400New
Trust Co of Vermont404$17.4K0.00%00.0%Unchanged
Quent Capital, LLC443$19.1K0.00%+26+6.2%Added
Cypress Capital, LLC469$20.3K0.01%+469New
Citizens National Bank Trust Department500$21.6K0.00%00.0%Unchanged
Family Firm, Inc.502$21.7K0.00%+502New
Intelligent Financial Strategies512$22.4K0.01%−5,567−91.6%Reduced
GPS Wealth Strategies Group, LLC530$22.9K0.00%+405+324.0%Added
Horizon Bancorp Inc524$23.0K0.01%00.0%Unchanged
First Personal Financial Services562$24.3K0.01%00.0%Unchanged
Atticus Wealth Management, LLC580$25.1K0.01%00.0%Unchanged
JNBA Financial Advisors597$25.8K0.00%00.0%Unchanged
Loomis Sayles & Co L P613$26.0K0.00%+13+2.2%Added
Lindbrook Capital, LLC636$27.5K0.00%+25+4.1%Added
Chesapeake Asset Management LLC650$28.1K0.03%00.0%Unchanged
S.A. Mason LLC692$29.9K0.02%−83−10.7%Reduced
Qube Research & Technologies Ltd704$30.4K0.00%+704New
Laurel Wealth Advisors LLC717$31.0K0.01%00.0%Unchanged
Salem Investment Counselors Inc750$32.6K0.00%+750New
Principal Securities, Inc.781$33.7K0.00%−69−8.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich716$34.4K0.00%−564−44.1%Reduced
South State Corp.808$34.9K0.00%00.0%Unchanged
Jones Financial Companies LLLP827$35.7K0.00%+827New
Parkside Financial Bank & Trust856$37.0K0.01%+529+161.8%Added
Sentry Investment Management LLC860$37.0K0.02%+860New
MCF Advisors LLC928$40.3K0.00%−8−0.9%Reduced