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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenleaf Trust | 6,886 | $297.4K | 0.00% | +6,886 | New |
| Assenagon Asset Management S.A. | 6,871 | $296.8K | 0.00% | −3,576−34.2% | Reduced |
| Hendershot Investments Inc. | 6,860 | $296.3K | 0.04% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,804 | $294.0K | 0.17% | 00.0% | Unchanged |
| CWM, LLC | 6,779 | $293.0K | 0.00% | +205+3.1% | Added |
| Resources Investment Advisors, LLC. | 6,669 | $288.0K | 0.00% | +2,116+46.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,638 | $286.7K | 0.01% | +6,638 | New |
| Public Sector Pension Investment Board | 6,560 | $283.3K | 0.00% | +6,560 | New |
| KPP Advisory Services LLC | 6,542 | $282.5K | 0.08% | −600−8.4% | Reduced |
| Quantinno Capital Management LP | 6,537 | $282.4K | 0.01% | +677+11.6% | Added |
| Norinchukin Bank, The | 6,439 | $278.1K | 0.01% | +66+1.0% | Added |
| Buckingham Strategic Wealth, LLC | 6,319 | $272.9K | 0.00% | +201+3.3% | Added |
| Keystone Financial Group | 6,190 | $267.4K | 0.10% | +2,150+53.2% | Added |
| Empirical Finance, LLC | 6,179 | $266.9K | 0.02% | −152−2.4% | Reduced |
| Acadian Asset Management LLC | 6,116 | $263.0K | 0.00% | +4,691+329.2% | Added |
| Strategy Asset Managers LLC | 3,918 | $261.6K | 0.06% | −120−3.0% | Reduced |
| Laurion Capital Management LP | 6,037 | $260.7K | 0.01% | +6,037 | New |
| Kingswood Wealth Advisors, LLC | 6,035 | $260.7K | 0.02% | +6,035 | New |
| Resonant Capital Advisors, LLC | 5,854 | $254.1K | 0.02% | +207+3.7% | Added |
| Davis R M Inc | 5,850 | $252.7K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 5,800 | $250.5K | 0.01% | −418−6.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,774 | $249.4K | 0.02% | −193−3.2% | Reduced |
| Woodmont Investment Counsel LLC | 5,740 | $247.9K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,705 | $247.6K | 0.01% | +36+0.6% | Added |
| Vestcor Inc | 5,727 | $247.0K | 0.01% | −18−0.3% | Reduced |
| First City Capital Management, Inc. | 5,699 | $246.1K | 0.14% | −406−6.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,697 | $246.1K | 0.01% | −41−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $242.9K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 5,601 | $241.9K | 0.01% | +177+3.3% | Added |
| Glen Eagle Advisors, LLC | 5,500 | $237.5K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,603 | $235.7K | 0.00% | −11−0.2% | Reduced |
| Caldwell Trust Co | 5,455 | $235.6K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,402 | $233.3K | 0.04% | +1,186+28.1% | Added |
| Occudo Quantitative Strategies LP | 5,371 | $232.0K | 0.04% | −9,447−63.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,346 | $230.9K | 0.00% | −694−11.5% | Reduced |
| Vantage Consulting Group Inc | 5,336 | $230.5K | 0.17% | +968+22.2% | Added |
| Pearl River Capital, LLC | 5,320 | $229.8K | 0.04% | −297−5.3% | Reduced |
| Ci Investments Inc. | 5,270 | $228.0K | 0.00% | +197+3.9% | Added |
| Ballentine Partners, LLC | 5,265 | $227.4K | 0.00% | −205−3.7% | Reduced |
| Oppenheimer Asset Management Inc. | 5,262 | $227.3K | 0.00% | +955+22.2% | Added |
| CX Institutional | 5,222 | $225.5K | 0.01% | +5,222 | New |
| Essex Financial Services, Inc. | 5,085 | $225.5K | 0.02% | +239+4.9% | Added |
| Lake Street Advisors Group, LLC | 5,172 | $224.5K | 0.01% | −45−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 5,110 | $220.7K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,055 | $218.3K | 0.01% | −21−0.4% | Reduced |
| Monograph Wealth Advisors, LLC | 5,000 | $217.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,017 | $216.7K | 0.00% | +476+10.5% | Added |
| Scotia Capital Inc. | 4,951 | $213.8K | 0.00% | +39+0.8% | Added |
| Perigon Wealth Management, LLC | 4,904 | $211.8K | 0.01% | +702+16.7% | Added |
| Revisor Wealth Management LLC | 4,882 | $210.9K | 0.15% | −2,523−34.1% | Reduced |
| Greatmark Investment Partners, Inc. | 4,875 | $210.6K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,864 | $210.1K | 0.03% | +4,864 | New |
| Quest Partners LLC | 4,289 | $185.2K | 0.03% | −6,730−61.1% | Reduced |
| Canada Pension Plan Investment Board | 3,811 | $164.6K | 0.00% | −23,745−86.2% | Reduced |
| Venturi Wealth Management, LLC | 3,657 | $157.9K | 0.01% | +3,657 | New |
| Brown, Lisle/Cummings, Inc. | 3,142 | $135.7K | 0.04% | +3,142 | New |
| Gleason Group, Inc. | 3,028 | $130.8K | 0.03% | +13+0.4% | Added |
| Signaturefd, LLC | 2,831 | $122.3K | 0.00% | +1,674+144.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,732 | $118.0K | 0.01% | +304+12.5% | Added |
| Horizon Investments, LLC | 2,669 | $115.3K | 0.00% | +4+0.2% | Added |
| Barrett & Company, Inc. | 2,494 | $107.7K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,342 | $101.1K | 0.00% | +10+0.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $97.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,224 | $96.1K | 0.01% | +2,224 | New |
| Parallel Advisors, LLC | 2,161 | $93.3K | 0.00% | +352+19.5% | Added |
| nVerses Capital, LLC | 2,100 | $90.7K | 0.05% | +2,100 | New |
| Global Trust Asset Management, LLC | 1,928 | $83.3K | 0.03% | −1,002−34.2% | Reduced |
| Allworth Financial LP | 1,819 | $79.1K | 0.00% | +320+21.3% | Added |
| NBC Securities, Inc. | 1,787 | $77.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,710 | $73.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,675 | $72.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,609 | $69.5K | 0.01% | +1,590+8,368.4% | Added |
| Boit C F David | 1,539 | $66.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,486 | $64.2K | 0.01% | +984+196.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,430 | $61.8K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,262 | $57.0K | 0.00% | −1−0.1% | Reduced |
| Covestor Ltd | 1,264 | $55.0K | 0.04% | +143+12.8% | Added |
| TD Private Client Wealth LLC | 1,268 | $54.8K | 0.00% | +935+280.8% | Added |
| CVA Family Office, LLC | 1,235 | $53.3K | 0.01% | +625+102.5% | Added |
| Gulf International Bank (UK) Ltd | 1,224 | $52.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,153 | $49.8K | 0.00% | +53+4.8% | Added |
| Bullock Wealth Management Group | 1,141 | $48.1K | 0.03% | −255−18.3% | Reduced |
| Umb Bank N A | 1,041 | $45.0K | 0.00% | −7−0.7% | Reduced |
| Oakworth Capital, Inc. | 1,022 | $44.1K | 0.00% | +272+36.3% | Added |
| Walleye Capital LLC | 1,022 | $44.1K | 0.00% | +1,022 | New |
| Quadrant Capital Group LLC | 1,012 | $43.7K | 0.00% | +371+57.9% | Added |
| Huntington National Bank | 985 | $42.5K | 0.00% | +203+26.0% | Added |
| Rothschild Investment LLC | 980 | $42.3K | 0.00% | +625+176.1% | Added |
| MCF Advisors LLC | 928 | $40.3K | 0.00% | −8−0.9% | Reduced |
| Sentry Investment Management LLC | 860 | $37.0K | 0.02% | +860 | New |
| Parkside Financial Bank & Trust | 856 | $37.0K | 0.01% | +529+161.8% | Added |
| Jones Financial Companies LLLP | 827 | $35.7K | 0.00% | +827 | New |
| South State Corp. | 808 | $34.9K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 716 | $34.4K | 0.00% | −564−44.1% | Reduced |
| Principal Securities, Inc. | 781 | $33.7K | 0.00% | −69−8.1% | Reduced |
| Salem Investment Counselors Inc | 750 | $32.6K | 0.00% | +750 | New |
| Laurel Wealth Advisors LLC | 717 | $31.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 704 | $30.4K | 0.00% | +704 | New |
| S.A. Mason LLC | 692 | $29.9K | 0.02% | −83−10.7% | Reduced |
| Chesapeake Asset Management LLC | 650 | $28.1K | 0.03% | 00.0% | Unchanged |