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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 1,047 | $51.0K | 0.03% | −94−8.2% | Reduced |
| Mather Group, LLC. | 1,039 | $51.1K | 0.00% | +789+315.6% | Added |
| Paloma Partners Management Co | 1,086 | $53.4K | 0.00% | −25,559−95.9% | Reduced |
| Global Trust Asset Management, LLC | 1,186 | $58.4K | 0.02% | −742−38.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,583 | $68.4K | 0.00% | +1,345+565.1% | Added |
| Quadrant Capital Group LLC | 1,397 | $68.7K | 0.00% | +385+38.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,430 | $70.4K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 1,484 | $70.6K | 0.00% | +1,484 | New |
| Boit C F David | 1,539 | $74.4K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,537 | $75.0K | 0.01% | −250−14.0% | Reduced |
| Allworth Financial LP | 1,536 | $75.6K | 0.00% | −283−15.6% | Reduced |
| TD Private Client Wealth LLC | 1,536 | $75.6K | 0.00% | +268+21.1% | Added |
| EverSource Wealth Advisors, LLC | 1,538 | $75.7K | 0.00% | +276+21.9% | Added |
| Baldwin Brothers Inc | 1,560 | $76.8K | 0.01% | +407+35.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,661 | $81.7K | 0.00% | −1,071−39.2% | Reduced |
| Centerpoint Advisors, LLC | 1,675 | $82.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,751 | $86.1K | 0.01% | +516+41.8% | Added |
| Assetmark, Inc | 1,765 | $86.8K | 0.00% | +1,415+404.3% | Added |
| Citadel Advisors LLC | 1,765 | $86.8K | 0.00% | +1,765 | New |
| Rothschild Investment LLC | 1,780 | $87.6K | 0.01% | +800+81.6% | Added |
| Covestor Ltd | 1,885 | $93.0K | 0.06% | +621+49.1% | Added |
| Quarry LP | 1,931 | $95.0K | 0.03% | +1,931 | New |
| Coastline Trust Co | 2,187 | $107.6K | 0.01% | +2,187 | New |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $110.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,236 | $110.0K | 0.01% | +627+39.0% | Added |
| TCTC Holdings, LLC | 2,353 | $115.8K | 0.00% | +11+0.5% | Added |
| Horizon Investments, LLC | 2,487 | $122.4K | 0.00% | −182−6.8% | Reduced |
| Gleason Group, Inc. | 2,518 | $123.9K | 0.02% | −510−16.8% | Reduced |
| Signaturefd, LLC | 2,604 | $128.1K | 0.00% | −227−8.0% | Reduced |
| Jones Financial Companies LLLP | 2,705 | $130.8K | 0.00% | +1,878+227.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,739 | $134.8K | 0.03% | +2,739 | New |
| Brown, Lisle/Cummings, Inc. | 3,142 | $154.6K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,342 | $164.4K | 0.02% | +1,856+124.9% | Added |
| Capstone Investment Advisors, LLC | 3,509 | $172.6K | 0.00% | +3,509 | New |
| Natixis | 3,564 | $175.3K | 0.00% | +3,564 | New |
| Walleye Capital LLC | 3,597 | $177.0K | 0.00% | +2,575+252.0% | Added |
| Bryn Mawr Trust Co | 3,806 | $187.3K | 0.00% | +3,806 | New |
| Parallel Advisors, LLC | 3,836 | $188.7K | 0.00% | +1,675+77.5% | Added |
| Vestcor Inc | 3,836 | $189.0K | 0.01% | −1,891−33.0% | Reduced |
| Barrett & Company, Inc. | 4,074 | $198.7K | 0.09% | +1,580+63.4% | Added |
| Argent Trust Co | 4,114 | $202.4K | 0.01% | −1,487−26.5% | Reduced |
| Dark Forest Capital Management LP | 4,157 | $204.5K | 0.03% | +4,157 | New |
| Sound Financial Strategies Group, LLC | 4,177 | $205.5K | 0.17% | +4,177 | New |
| Virtu Financial LLC | 4,185 | $206.0K | 0.01% | −6,855−62.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,217 | $207.0K | 0.07% | +4,217 | New |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $210.3K | 0.07% | +4,275 | New |
| SeaCrest Wealth Management, LLC | 4,374 | $215.2K | 0.02% | +4,374 | New |
| Concurrent Investment Advisors, LLC | 4,397 | $216.3K | 0.01% | +4,397 | New |
| Ambassador Advisors, LLC | 4,420 | $217.5K | 0.04% | +4,420 | New |
| Foundations Investment Advisors, LLC | 4,439 | $218.4K | 0.00% | +4,439 | New |
| Azimuth Capital Investment Management LLC | 4,500 | $221.4K | 0.01% | +4,500 | New |
| Ground Swell Capital, LLC | 4,511 | $221.9K | 0.32% | +4,511 | New |
| Ridgecrest Wealth Partners, LLC | 4,530 | $222.9K | 0.12% | +4,530 | New |
| BSW Wealth Partners | 4,566 | $224.6K | 0.03% | +4,566 | New |
| O'Shaughnessy Asset Management, LLC | 4,629 | $225.4K | 0.00% | +4,629 | New |
| D. E. Shaw & Co., Inc. | 4,587 | $225.7K | 0.00% | −45,849−90.9% | Reduced |
| Summit Trail Advisors, LLC | 4,581 | $226.4K | 0.01% | +4,581 | New |
| Siemens Fonds Invest GmbH | 4,652 | $228.9K | 0.02% | −458−9.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,790 | $235.7K | 0.00% | −4,332−47.5% | Reduced |
| Sanders Morris Harris LLC | 4,864 | $239.3K | 0.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,875 | $239.8K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,894 | $240.8K | 0.00% | −709−12.7% | Reduced |
| Wolverine Trading, LLC | 4,984 | $240.9K | 0.01% | +4,984 | New |
| Squarepoint Ops LLC | 4,936 | $242.9K | 0.00% | −24,795−83.4% | Reduced |
| NEOS Investment Management LLC | 5,167 | $254.2K | 0.01% | +5,167 | New |
| Barr E S & Co | 5,200 | $255.8K | 0.02% | +5,200 | New |
| Frank, Rimerman Advisors LLC | 5,215 | $256.6K | 0.02% | +5,215 | New |
| Miracle Mile Advisors, LLC | 5,228 | $257.2K | 0.01% | +173+3.4% | Added |
| CWA Asset Management Group, LLC | 5,239 | $257.8K | 0.01% | +5,239 | New |
| Sequoia Financial Advisors, LLC | 5,296 | $260.6K | 0.00% | +5,296 | New |
| Johnson Investment Counsel Inc | 5,303 | $260.9K | 0.00% | +5,303 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,428 | $267.1K | 0.02% | −346−6.0% | Reduced |
| Revisor Wealth Management LLC | 5,434 | $267.4K | 0.17% | +552+11.3% | Added |
| Caldwell Trust Co | 5,455 | $268.4K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 5,494 | $270.3K | 0.05% | +1,576+40.2% | Added |
| Glen Eagle Advisors, LLC | 5,500 | $270.6K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,522 | $271.7K | 0.00% | −1,147−17.2% | Reduced |
| GTS Securities LLC | 5,585 | $274.8K | 0.01% | +5,585 | New |
| CX Institutional | 5,612 | $276.1K | 0.01% | +390+7.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,625 | $276.8K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,625 | $276.8K | 0.01% | +5,625 | New |
| Venturi Wealth Management, LLC | 5,642 | $277.6K | 0.01% | +1,985+54.3% | Added |
| Perigon Wealth Management, LLC | 5,650 | $278.0K | 0.01% | +746+15.2% | Added |
| First City Capital Management, Inc. | 5,694 | $280.1K | 0.14% | −5−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,715 | $281.4K | 0.00% | +369+6.9% | Added |
| Sapient Capital LLC | 5,705 | $281.9K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,740 | $282.4K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 5,740 | $282.4K | 0.00% | +5,740 | New |
| Associated Banc-Corp | 5,800 | $285.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,810 | $285.9K | 0.01% | +113+2.0% | Added |
| Greenleaf Trust | 5,812 | $285.9K | 0.00% | −1,074−15.6% | Reduced |
| Davis R M Inc | 5,850 | $287.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,856 | $288.0K | 0.00% | +586+11.1% | Added |
| Cable Hill Partners, LLC | 5,838 | $288.5K | 0.03% | +5,838 | New |
| Headlands Technologies LLC | 5,875 | $289.1K | 0.03% | +5,875 | New |
| V-Square Quantitative Management LLC | 5,978 | $294.1K | 0.04% | +576+10.7% | Added |
| Resonant Capital Advisors, LLC | 5,971 | $294.9K | 0.02% | +117+2.0% | Added |
| Oppenheimer Asset Management Inc. | 6,019 | $296.1K | 0.00% | +757+14.4% | Added |
| Investment Management Corp of Ontario | 6,034 | $296.9K | 0.01% | +6,034 | New |
| KPP Advisory Services LLC | 6,090 | $299.6K | 0.07% | −452−6.9% | Reduced |