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 | 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, 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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 15,191 | $747.4K | 0.00% | +4,315+39.7% | Added |
| Lido Advisors, LLC | 15,013 | $738.6K | 0.01% | +1,940+14.8% | Added |
| Sippican Capital Advisors | 14,919 | $734.0K | 0.51% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 14,880 | $732.1K | 0.00% | +5,562+59.7% | Added |
| Metis Global Partners, LLC | 14,752 | $725.8K | 0.02% | +1,023+7.5% | Added |
| Schonfeld Strategic Advisors LLC | 14,709 | $723.7K | 0.01% | −72,342−83.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14,741 | $722.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 14,466 | $711.7K | 0.01% | −200−1.4% | Reduced |
| Private Trust Co NA | 14,426 | $709.8K | 0.07% | −15−0.1% | Reduced |
| Alpha Family Trust | 14,400 | $708.5K | 0.40% | +14,400 | New |
| Penobscot Investment Management Company, Inc. | 14,333 | $705.2K | 0.06% | +920+6.9% | Added |
| Ossiam | 14,271 | $702.1K | 0.01% | −170−1.2% | Reduced |
| Brown Brothers Harriman & Co | 14,159 | $696.6K | 0.00% | −10,056−41.5% | Reduced |
| Rafferty Asset Management, LLC | 14,150 | $696.2K | 0.00% | −228−1.6% | Reduced |
| Balyasny Asset Management LLC | 14,096 | $693.5K | 0.00% | +9,079+181.0% | Added |
| Compagnie Lombard Odier SCmA | 14,000 | $688.8K | 0.01% | −4,000−22.2% | Reduced |
| Marshall Financial Group LLC | 13,853 | $681.6K | 0.16% | +68+0.5% | Added |
| NorthRock Partners, LLC | 13,772 | $680.4K | 0.02% | +13,772 | New |
| Teachers Retirement System of the State of Kentucky | 13,702 | $674.0K | 0.01% | −1,105−7.5% | Reduced |
| Financial Advisory Corp | 13,690 | $674.0K | 0.25% | +13,690 | New |
| Plante Moran Financial Advisors, LLC | 13,514 | $664.9K | 0.06% | −133−1.0% | Reduced |
| Clearstead Advisors, LLC | 13,385 | $658.5K | 0.01% | −55−0.4% | Reduced |
| Sawyer & Company, Inc | 13,247 | $652.0K | 0.24% | −55−0.4% | Reduced |
| Sanctuary Advisors, LLC | 15,748 | $651.5K | 0.00% | +1,378+9.6% | Added |
| Nicholson Wealth Management Group, LLC | 13,156 | $647.3K | 0.53% | +13,156 | New |
| Northwestern Mutual Wealth Management Co | 12,898 | $634.6K | 0.00% | +1,951+17.8% | Added |
| Rodgers Brothers Inc. | 12,821 | $630.8K | 0.08% | −175−1.3% | Reduced |
| Kentucky Retirement Systems | 12,771 | $628.3K | 0.02% | −719−5.3% | Reduced |
| Arkadios Wealth Advisors | 12,740 | $626.8K | 0.04% | −432−3.3% | Reduced |
| Independent Advisor Alliance | 12,575 | $618.7K | 0.02% | +1,232+10.9% | Added |
| LMR Partners LLP | 12,443 | $612.2K | 0.01% | +12,443 | New |
| M&T Bank Corp | 12,426 | $611.3K | 0.00% | +3,098+33.2% | Added |
| Nicholas Hoffman & Company, LLC. | 12,112 | $595.9K | 0.03% | +2,438+25.2% | Added |
| L.M. Kohn & Company | 12,066 | $593.6K | 0.15% | −145−1.2% | Reduced |
| Aigen Investment Management, LP | 11,894 | $585.2K | 0.11% | −44,593−78.9% | Reduced |
| Mizuho Securities USA LLC | 11,887 | $584.8K | 0.01% | −1,914−13.9% | Reduced |
| Silvercrest Asset Management Group LLC | 11,865 | $583.8K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 11,766 | $579.0K | 0.08% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,725 | $576.2K | 0.00% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 11,698 | $575.5K | 0.12% | +547+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,596 | $571.0K | 0.00% | +901+8.4% | Added |
| Private Client Services, LLC | 11,398 | $560.8K | 0.30% | +26+0.2% | Added |
| Insigneo Advisory Services, LLC | 11,336 | $557.7K | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,313 | $556.6K | 0.02% | −132−1.2% | Reduced |
| Coldstream Capital Management Inc | 11,333 | $550.8K | 0.01% | +3,977+54.1% | Added |
| Toroso Investments, LLC | 11,183 | $550.2K | 0.01% | −7,886−41.4% | Reduced |
| Credit Agricole S A | 11,158 | $549.0K | 0.00% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 10,956 | $539.0K | 0.02% | +1,254+12.9% | Added |
| Advisors Capital Management, LLC | 10,837 | $533.0K | 0.01% | +330+3.1% | Added |
| Rakuten Investment Management, Inc. | 11,009 | $532.2K | 0.00% | +3,023+37.9% | Added |
| Colony Group, LLC | 10,775 | $530.1K | 0.00% | +10,775 | New |
| Omers Administration Corp | 10,639 | $523.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,481 | $515.7K | 0.02% | −359−3.3% | Reduced |
| Louisiana State Employees Retirement System | 10,300 | $506.8K | 0.01% | +200+2.0% | Added |
| Gen-Wealth Partners Inc | 11,126 | $505.6K | 0.22% | +969+9.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,121 | $497.9K | 0.01% | +3,483+52.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,038 | $494.0K | 0.01% | +10,038 | New |
| Securian Asset Management, Inc | 10,034 | $493.7K | 0.01% | −258−2.5% | Reduced |
| DoubleLine ETF Adviser LP | 9,998 | $491.9K | 0.12% | +2,833+39.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 9,946 | $489.3K | 0.18% | +9,946 | New |
| Mercer Global Advisors Inc | 10,033 | $489.1K | 0.00% | −542−5.1% | Reduced |
| Ancora Advisors, LLC | 9,905 | $487.3K | 0.01% | +1,671+20.3% | Added |
| Maryland State Retirement & Pension System | 9,842 | $484.2K | 0.01% | −4,194−29.9% | Reduced |
| SlateStone Wealth, LLC | 9,798 | $482.0K | 0.04% | +50+0.5% | Added |
| Sigma Planning Corp | 9,768 | $480.6K | 0.01% | −724−6.9% | Reduced |
| Global X Japan Co., Ltd. | 9,650 | $474.8K | 0.06% | +1,060+12.3% | Added |
| Keybank National Association | 9,507 | $467.7K | 0.00% | +1,346+16.5% | Added |
| Crossmark Global Holdings, Inc. | 9,360 | $461.0K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 9,067 | $446.1K | 0.05% | +9,067 | New |
| CWM, LLC | 8,818 | $434.0K | 0.00% | +2,039+30.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,819 | $433.9K | 0.00% | +537+6.5% | Added |
| Kestra Advisory Services, LLC | 8,812 | $433.6K | 0.00% | −2,947−25.1% | Reduced |
| Howland Capital Management LLC | 8,750 | $432.4K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,750 | $431.0K | 0.01% | −500−5.4% | Reduced |
| Kesler, Norman & Wride, LLC | 8,507 | $418.6K | 0.08% | −6,331−42.7% | Reduced |
| Scientech Research LLC | 8,369 | $411.8K | 0.08% | −1,629−16.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,306 | $408.7K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 8,160 | $401.5K | 0.00% | +1,600+24.4% | Added |
| Prospera Financial Services Inc | 8,099 | $398.4K | 0.01% | −3,271−28.8% | Reduced |
| Adviser Investments LLC | 8,053 | $396.2K | 0.00% | +356+4.6% | Added |
| LVM Capital Management Ltd | 8,905 | $385.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,726 | $380.1K | 0.05% | +7,726 | New |
| Norinchukin Bank, The | 7,726 | $380.1K | 0.01% | +1,287+20.0% | Added |
| Tower Research Capital LLC (TRC) | 7,705 | $379.1K | 0.01% | −80,118−91.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,689 | $378.3K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 7,575 | $372.7K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,500 | $369.0K | 0.00% | −3,121−29.4% | Reduced |
| American Investment Services, Inc. | 7,349 | $361.6K | 0.06% | +35+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 7,369 | $361.5K | 0.03% | +1,334+22.1% | Added |
| MAI Capital Management | 7,293 | $358.8K | 0.00% | +172+2.4% | Added |
| GSG Advisors LLC | 7,339 | $357.7K | 0.12% | +108+1.5% | Added |
| Larson Financial Group LLC | 7,227 | $355.6K | 0.02% | +5,003+225.0% | Added |
| Thrivent Financial for Lutherans | 7,193 | $354.0K | 0.00% | −30−0.4% | Reduced |
| Quest Partners LLC | 7,168 | $352.7K | 0.03% | +2,879+67.1% | Added |
| Joel Isaacson & Co., LLC | 7,125 | $350.6K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 7,102 | $349.4K | 0.02% | −137−1.9% | Reduced |
| Keystone Financial Group | 7,070 | $347.8K | 0.04% | +880+14.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,997 | $344.3K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 6,972 | $343.0K | 0.00% | +40+0.6% | Added |
| CAPROCK Group, Inc. | 6,888 | $340.5K | 0.01% | +6,888 | New |