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, Q3 2024
Institutional positions in Brown Forman Corp as of Sep 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
- 615
- +33 vs. Q2 2024
- Shares held
- 187.3M
- +27.7M (+17.4%) vs. Q2 2024
- Total value
- $9.19B
- +$2.30B (+33.4%) vs. Q2 2024
- New holders
- 88
- 244 more added
- Sold out
- 55
- 185 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 655 | $10.5B |
| Q1 2023 | 661 | $9.84B |
| Q4 2022 | 679 | $10.0B |
| Q3 2022 | 663 | $10.1B |
| Q2 2022 | 661 | $10.5B |
| Q1 2022 | 658 | $10.1B |
| Q4 2021 | 654 | $11.0B |
| Q3 2021 | 614 | $10.2B |
| Q2 2021 | 634 | $11.3B |
| Q1 2021 | 640 | $10.3B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 1 | $0 | 0.00% | −6,115−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| ORG Partners LLC | 0 | $45 | 0.00% | −142−100.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $50 | 0.00% | −15−93.8% | Reduced |
| American National Bank | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $98 | 0.00% | +1+100.0% | Added |
| Rakuten Securities, Inc. | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $297 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $344 | 0.00% | +7 | New |
| Voisard Asset Management Group, Inc. | 8 | $394 | 0.00% | +8 | New |
| Claris Advisors, LLC | 9 | $443 | 0.00% | +9 | New |
| Northwest Investment Counselors, LLC | 10 | $492 | 0.00% | +10 | New |
| NVWM, LLC | 10 | $492 | 0.00% | +10 | New |
| Central Trust Co | 11 | $542 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $738 | 0.00% | −8−34.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $984 | 0.00% | −7−25.9% | Reduced |
| Wolff Wiese Magana LLC | 20 | $984 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 20 | $997 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $1.00K | 0.00% | −19−43.2% | Reduced |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 24 | $1.18K | 0.00% | +24 | New |
| Plato Investment Management Ltd | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 26 | $1.28K | 0.00% | +26 | New |
| Principal Securities, Inc. | 33 | $1.62K | 0.00% | −748−95.8% | Reduced |
| Abound Wealth Management | 38 | $1.87K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 39 | $1.90K | 0.00% | +21+116.7% | Added |
| Ashton Thomas Securities, LLC | 47 | $2.31K | 0.00% | +47 | New |
| Main Street Group, LTD | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $2.80K | 0.00% | −128−69.2% | Reduced |
| Investors Research Corp | 57 | $2.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $2.85K | 0.00% | +14+31.8% | Added |
| Hantz Financial Services, Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 83 | $3.40K | 0.00% | +39+88.6% | Added |
| Carolinas Wealth Consulting LLC | 75 | $3.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Logan Capital Management Inc | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $4.67K | 0.00% | −63−39.9% | Reduced |
| Sachetta, LLC | 95 | $4.68K | 0.00% | −10−9.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 96 | $4.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 103 | $5.07K | 0.00% | −26−20.2% | Reduced |
| Farmers & Merchants Investments Inc | 107 | $5.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 109 | $5.36K | 0.00% | +109 | New |
| IFP Advisors, Inc | 118 | $5.81K | 0.00% | −137−53.7% | Reduced |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 152 | $7.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $8.31K | 0.00% | +67+65.7% | Added |
| Bruce G. Allen Investments, LLC | 189 | $9.30K | 0.01% | +48+34.0% | Added |
| Bell Investment Advisors, Inc | 190 | $9.35K | 0.00% | −22−10.4% | Reduced |
| Capital Advisors, Ltd. LLC | 205 | $10.0K | 0.00% | +68+49.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $10.8K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 229 | $11.0K | 0.00% | +2+0.9% | Added |
| CoreCap Advisors, LLC | 228 | $11.2K | 0.00% | +228 | New |
| Geneos Wealth Management Inc. | 233 | $11.5K | 0.00% | +171+275.8% | Added |
| Permit Capital, LLC | 235 | $11.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 244 | $11.8K | 0.00% | +180+281.3% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 249 | $12.3K | 0.00% | +62+33.2% | Added |
| West Paces Advisors Inc. | 264 | $13.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 315 | $15.5K | 0.00% | +68+27.5% | Added |
| AdvisorNet Financial, Inc | 325 | $16.0K | 0.00% | +215+195.5% | Added |
| Gulf International Bank (UK) Ltd | 330 | $16.0K | 0.00% | −894−73.0% | Reduced |
| Catalyst Capital Advisors LLC | 379 | $18.6K | 0.00% | +379 | New |
| Global Retirement Partners, LLC | 413 | $20.3K | 0.00% | +19+4.8% | Added |
| Quent Capital, LLC | 443 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 504 | $22.0K | 0.01% | +504 | New |
| Citizens National Bank Trust Department | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 507 | $25.0K | 0.01% | −17−3.2% | Reduced |
| Intelligent Financial Strategies | 512 | $25.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 517 | $25.4K | 0.02% | +517 | New |
| GPS Wealth Strategies Group, LLC | 530 | $26.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 551 | $27.1K | 0.00% | −490−47.1% | Reduced |
| First Personal Financial Services | 564 | $27.7K | 0.01% | +2+0.4% | Added |
| Atticus Wealth Management, LLC | 570 | $28.0K | 0.01% | −10−1.7% | Reduced |
| JNBA Financial Advisors | 597 | $29.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 624 | $31.0K | 0.00% | +11+1.8% | Added |
| Chesapeake Asset Management LLC | 650 | $32.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 657 | $32.3K | 0.00% | +436+197.3% | Added |
| S.A. Mason LLC | 692 | $34.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $35.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $37.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 780 | $38.4K | 0.01% | +415+113.7% | Added |
| South State Corp. | 808 | $39.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 860 | $42.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 857 | $42.2K | 0.01% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 886 | $43.6K | 0.00% | +250+39.3% | Added |
| MCF Advisors LLC | 928 | $45.8K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 939 | $46.4K | 0.03% | +939 | New |
| NBT Bank N A | 965 | $47.5K | 0.00% | +965 | New |
| Oakworth Capital, Inc. | 1,022 | $50.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,037 | $51.0K | 0.00% | +52+5.3% | Added |
| Skopos Labs, Inc. | 1,037 | $51.0K | 0.02% | +1,037 | New |