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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 14,096 | $693.5K | 0.00% | +9,079+181.0% | Added |
| Rafferty Asset Management, LLC | 14,150 | $696.2K | 0.00% | −228−1.6% | Reduced |
| Brown Brothers Harriman & Co | 14,159 | $696.6K | 0.00% | −10,056−41.5% | Reduced |
| Ossiam | 14,271 | $702.1K | 0.01% | −170−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,333 | $705.2K | 0.06% | +920+6.9% | Added |
| Alpha Family Trust | 14,400 | $708.5K | 0.40% | +14,400 | New |
| Private Trust Co NA | 14,426 | $709.8K | 0.07% | −15−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 14,466 | $711.7K | 0.01% | −200−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14,741 | $722.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,709 | $723.7K | 0.01% | −72,342−83.1% | Reduced |
| Metis Global Partners, LLC | 14,752 | $725.8K | 0.02% | +1,023+7.5% | Added |
| Wealthfront Advisers LLC | 14,880 | $732.1K | 0.00% | +5,562+59.7% | Added |
| Sippican Capital Advisors | 14,919 | $734.0K | 0.51% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,013 | $738.6K | 0.01% | +1,940+14.8% | Added |
| Bank of Nova Scotia | 15,191 | $747.4K | 0.00% | +4,315+39.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,194 | $747.5K | 0.21% | +1,516+11.1% | Added |
| ING Groep NV | 15,218 | $748.7K | 0.00% | +15,218 | New |
| Oak Thistle LLC | 15,593 | $767.2K | 0.25% | +15,593 | New |
| Gateway Investment Advisers LLC | 15,693 | $772.1K | 0.01% | −139−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,707 | $772.8K | 0.01% | +310+2.0% | Added |
| Tran Capital Management, L.P. | 15,825 | $778.6K | 0.08% | −4,250−21.2% | Reduced |
| Cetera Investment Advisers | 15,890 | $781.8K | 0.00% | −1,801−10.2% | Reduced |
| CFS Investment Advisory Services, LLC | 16,080 | $791.0K | 0.07% | −693−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 16,177 | $795.9K | 0.02% | −1,445−8.2% | Reduced |
| Knollwood Investment Advisory, LLC | 16,850 | $829.0K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,895 | $831.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,991 | $836.0K | 0.03% | −1,500−8.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 17,102 | $841.4K | 0.19% | −899−5.0% | Reduced |
| Toth Financial Advisory Corp | 17,147 | $843.6K | 0.10% | −1,045−5.7% | Reduced |
| First Foundation Advisors | 17,451 | $858.6K | 0.03% | −15−0.1% | Reduced |
| Chico Wealth RIA | 17,529 | $862.4K | 0.74% | 00.0% | Unchanged |
| Commerce Bank | 17,578 | $864.8K | 0.01% | +6,383+57.0% | Added |
| Nebula Research & Development LLC | 17,960 | $883.6K | 0.11% | +17,960 | New |
| Davenport & Co LLC | 18,183 | $894.6K | 0.01% | +1,685+10.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,494 | $909.9K | 0.35% | −69−0.4% | Reduced |
| Crawford Investment Counsel Inc | 19,151 | $942.2K | 0.02% | +4,219+28.3% | Added |
| Marks Group Wealth Management, Inc | 19,278 | $948.5K | 0.09% | +1,360+7.6% | Added |
| Bahl & Gaynor Inc | 19,500 | $959.4K | 0.00% | +1,125+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 19,636 | $966.1K | 0.00% | −133−0.7% | Reduced |
| Howard Capital Management Inc. | 19,751 | $971.7K | 0.02% | +19,751 | New |
| Atria Wealth Solutions, Inc. | 19,729 | $974.7K | 0.01% | +1,469+8.0% | Added |
| Panagora Asset Management Inc | 20,099 | $988.9K | 0.00% | −47−0.2% | Reduced |
| Mackenzie Financial Corp | 20,436 | $1.01M | 0.00% | −1,412−6.5% | Reduced |
| ISAM Funds (UK) Ltd | 20,679 | $1.02M | 0.58% | +20,679 | New |
| Lombard Odier Asset Management (Switzerland) SA | 21,250 | $1.05M | 0.09% | +2,100+11.0% | Added |
| Canada Pension Plan Investment Board | 21,302 | $1.05M | 0.00% | +17,491+459.0% | Added |
| Jarislowsky, Fraser Ltd | 21,569 | $1.06M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 21,729 | $1.07M | 0.00% | −448−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 21,996 | $1.08M | 0.04% | −3,484−13.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $1.08M | 0.23% | 00.0% | Unchanged |
| Franklin Resources Inc | 22,320 | $1.09M | 0.00% | +233+1.1% | Added |
| Daiwa Securities Group Inc. | 22,266 | $1.09M | 0.01% | −3,943−15.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,260 | $1.10M | 0.01% | +561+2.6% | Added |
| Kennon-Green & Company, LLC | 22,267 | $1.10M | 0.91% | +5,106+29.8% | Added |
| Captrust Financial Advisors | 22,296 | $1.10M | 0.00% | −611−2.7% | Reduced |
| Glenmede Trust Co NA | 22,300 | $1.10M | 0.01% | −4,903−18.0% | Reduced |
| Mutual of America Capital Management LLC | 22,595 | $1.11M | 0.01% | −30.0% | Reduced |
| CIC Wealth, LLC | 23,048 | $1.13M | 0.29% | −1,986−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 23,262 | $1.14M | 0.02% | +5,104+28.1% | Added |
| State of Alaska, Department of Revenue | 23,313 | $1.15M | 0.01% | −1,255−5.1% | Reduced |
| Pacer Advisors, Inc. | 23,345 | $1.15M | 0.00% | −394−1.7% | Reduced |
| MPS Loria Financial Planners, LLC | 23,313 | $1.15M | 0.34% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,426 | $1.15M | 0.01% | +252+1.1% | Added |
| State of Tennessee, Treasury Department | 23,862 | $1.17M | 0.00% | −887−3.6% | Reduced |
| Rowland & Co Investment Counsel | 24,574 | $1.21M | 0.25% | +1,975+8.7% | Added |
| Venture Visionary Partners LLC | 24,580 | $1.21M | 0.05% | +50.0% | Added |
| Diversified Trust Co | 24,635 | $1.21M | 0.03% | +90.0% | Added |
| HRT Financial LP | 24,980 | $1.23M | 0.01% | +24,980 | New |
| Trust Co of Vermont | 24,984 | $1.23M | 0.06% | +24,580+6,084.2% | Added |
| Allianz Asset Management GmbH | 25,210 | $1.24M | 0.00% | −14,182−36.0% | Reduced |
| Fifth Third Bancorp | 25,706 | $1.26M | 0.00% | −1,651−6.0% | Reduced |
| Xponance, Inc. | 25,723 | $1.27M | 0.01% | +794+3.2% | Added |
| J. Stern & Co. LLP | 25,747 | $1.27M | 0.13% | +25,747 | New |
| Independence Bank of Kentucky | 26,072 | $1.28M | 0.28% | +400+1.6% | Added |
| Nissay Asset Management Corp | 26,154 | $1.29M | 0.01% | +995+4.0% | Added |
| Daymark Wealth Partners, LLC | 26,263 | $1.29M | 0.05% | −22−0.1% | Reduced |
| New York Life Investment Management LLC | 26,361 | $1.30M | 0.01% | +2,272+9.4% | Added |
| Simmons Bank | 26,569 | $1.31M | 0.09% | −2,075−7.2% | Reduced |
| Asset Advisors Investment Management, LLC | 26,612 | $1.31M | 0.14% | −4,588−14.7% | Reduced |
| ICW Investment Advisors LLC | 26,852 | $1.32M | 0.55% | +1,028+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,430 | $1.33M | 0.01% | +8,196+42.6% | Added |
| Equitable Trust Co | 27,079 | $1.33M | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 27,311 | $1.34M | 0.09% | −4,640−14.5% | Reduced |
| McDonald Partners LLC | 27,387 | $1.35M | 0.34% | −4,408−13.9% | Reduced |
| Heritage Investors Management Corp | 27,480 | $1.35M | 0.05% | −4,458−14.0% | Reduced |
| Avantax Advisory Services, Inc. | 27,966 | $1.38M | 0.01% | +4,174+17.5% | Added |
| Stephens Consulting, LLC | 27,995 | $1.38M | 0.35% | 00.0% | Unchanged |
| Utah Retirement Systems | 28,479 | $1.40M | 0.02% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 28,920 | $1.41M | 0.14% | +1,691+6.2% | Added |
| Northeast Investment Management | 29,206 | $1.44M | 0.06% | −8,294−22.1% | Reduced |
| J.W. Cole Advisors, Inc. | 29,282 | $1.44M | 0.06% | −2,630−8.2% | Reduced |
| Private Advisor Group, LLC | 29,566 | $1.45M | 0.01% | +1,229+4.3% | Added |
| Edgestream Partners, L.P. | 29,772 | $1.46M | 0.06% | −54,262−64.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 30,260 | $1.49M | 0.63% | +3,700+13.9% | Added |
| British Columbia Investment Management Corp | 30,386 | $1.49M | 0.01% | −4,483−12.9% | Reduced |
| CI Private Wealth, LLC | 30,486 | $1.50M | 0.00% | +3,227+11.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,625 | $1.51M | 0.00% | −113−0.4% | Reduced |
| Ostrum Asset Management | 31,078 | $1.53M | 0.13% | +378+1.2% | Added |
| United Capital Financial Advisers, LLC | 31,325 | $1.54M | 0.01% | +16,047+105.0% | Added |
| Williams Jones Wealth Management, LLC. | 31,327 | $1.54M | 0.02% | −134−0.4% | Reduced |