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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 636 | $27.5K | 0.00% | +25+4.1% | Added |
| Loomis Sayles & Co L P | 613 | $26.0K | 0.00% | +13+2.2% | Added |
| JNBA Financial Advisors | 597 | $25.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 580 | $25.1K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 562 | $24.3K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 524 | $23.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 530 | $22.9K | 0.00% | +405+324.0% | Added |
| Intelligent Financial Strategies | 512 | $22.4K | 0.01% | −5,567−91.6% | Reduced |
| Family Firm, Inc. | 502 | $21.7K | 0.00% | +502 | New |
| Citizens National Bank Trust Department | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 469 | $20.3K | 0.01% | +469 | New |
| Quent Capital, LLC | 443 | $19.1K | 0.00% | +26+6.2% | Added |
| Trust Co of Vermont | 404 | $17.4K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 400 | $17.0K | 0.00% | +400 | New |
| Global Retirement Partners, LLC | 394 | $17.0K | 0.00% | +81+25.9% | Added |
| Raleigh Capital Management Inc. | 365 | $15.8K | 0.01% | +243+199.2% | Added |
| Assetmark, Inc | 350 | $15.1K | 0.00% | +322+1,150.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 250 | $12.9K | 0.00% | −130−34.2% | Reduced |
| Ronald Blue Trust, Inc. | 238 | $12.3K | 0.00% | +56+30.8% | Added |
| West Paces Advisors Inc. | 264 | $11.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 255 | $11.0K | 0.00% | +118+86.1% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 247 | $10.7K | 0.00% | +210+567.6% | Added |
| Permit Capital, LLC | 235 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 221 | $9.54K | 0.00% | −168−43.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $9.50K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 212 | $9.16K | 0.00% | +22+11.6% | Added |
| Ogorek Anthony Joseph | 227 | $9.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 187 | $8.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 185 | $7.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 158 | $6.82K | 0.00% | −7−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 153 | $6.61K | 0.00% | −26−14.5% | Reduced |
| Johnson Financial Group, Inc. | 152 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 141 | $6.09K | 0.01% | +111+370.0% | Added |
| ORG Partners LLC | 142 | $6.02K | 0.00% | +112+373.3% | Added |
| Capital Analysts, LLC | 136 | $6.00K | 0.00% | −239−63.7% | Reduced |
| Capital Advisors, Ltd. LLC | 137 | $6.00K | 0.00% | −11−7.4% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $5.57K | 0.00% | +102+377.8% | Added |
| AdvisorNet Financial, Inc | 110 | $4.75K | 0.00% | +80+266.7% | Added |
| Sachetta, LLC | 105 | $4.67K | 0.00% | +3+2.9% | Added |
| Farmers & Merchants Investments Inc | 107 | $4.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 102 | $4.41K | 0.00% | +30+41.7% | Added |
| Sunbelt Securities, Inc. | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 98 | $4.23K | 0.00% | +98 | New |
| Cassady Schiller Wealth Management, LLC | 96 | $4.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 91 | $3.93K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 90 | $3.89K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 87 | $3.76K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $3.23K | 0.00% | +27+56.3% | Added |
| Smartleaf Asset Management LLC | 64 | $2.77K | 0.00% | −94−59.5% | Reduced |
| Geneos Wealth Management Inc. | 62 | $2.68K | 0.00% | +62 | New |
| JJJ Advisors Inc. | 58 | $2.51K | 0.00% | −119−67.2% | Reduced |
| Castleview Partners, LLC | 58 | $2.50K | 0.00% | +58 | New |
| Investors Research Corp | 57 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $2.33K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 53 | $2.00K | 0.00% | +1+1.9% | Added |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | +6+15.8% | Added |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 44 | $1.90K | 0.00% | +44 | New |
| Spire Wealth Management | 44 | $1.90K | 0.00% | +44 | New |
| Godsey & Gibb Associates | 38 | $1.64K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $1.17K | 0.00% | +3+12.5% | Added |
| Plato Investment Management Ltd | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 24 | $1.04K | 0.00% | +24 | New |
| Unique Wealth Strategies, LLC | 20 | $1.03K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 23 | $994 | 0.00% | −4−14.8% | Reduced |
| M&R Capital Management Inc | 23 | $993 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21 | $889 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 20 | $875 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $864 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 18 | $764 | 0.00% | +4+28.6% | Added |
| SJS Investment Consulting Inc. | 16 | $692 | 0.00% | −7−30.4% | Reduced |
| Central Trust Co | 11 | $476 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 8 | $346 | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 8 | $325 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $173 | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $86 | 0.00% | −726−99.7% | Reduced |
| Creekmur Asset Management LLC | 2 | $86 | 0.00% | +2 | New |
| Opal Wealth Advisors, LLC | 1 | $44 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $43 | 0.00% | −1−50.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| Red Tortoise LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −481,572−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −438,187−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −354,236−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −332,332−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −257,640−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −230,500−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −245,360−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −177,206−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −135,296−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −130,954−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −83,548−100.0% | Sold out |