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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,661 | $81.7K | 0.00% | −1,071−39.2% | Reduced |
| Baldwin Brothers Inc | 1,560 | $76.8K | 0.01% | +407+35.3% | Added |
| EverSource Wealth Advisors, LLC | 1,538 | $75.7K | 0.00% | +276+21.9% | Added |
| TD Private Client Wealth LLC | 1,536 | $75.6K | 0.00% | +268+21.1% | Added |
| Allworth Financial LP | 1,536 | $75.6K | 0.00% | −283−15.6% | Reduced |
| NBC Securities, Inc. | 1,537 | $75.0K | 0.01% | −250−14.0% | Reduced |
| Boit C F David | 1,539 | $74.4K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 1,484 | $70.6K | 0.00% | +1,484 | New |
| Carmichael Hill & Associates, Inc. | 1,430 | $70.4K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,397 | $68.7K | 0.00% | +385+38.0% | Added |
| Ronald Blue Trust, Inc. | 1,583 | $68.4K | 0.00% | +1,345+565.1% | Added |
| Global Trust Asset Management, LLC | 1,186 | $58.4K | 0.02% | −742−38.5% | Reduced |
| Paloma Partners Management Co | 1,086 | $53.4K | 0.00% | −25,559−95.9% | Reduced |
| Mather Group, LLC. | 1,039 | $51.1K | 0.00% | +789+315.6% | Added |
| Bullock Wealth Management Group | 1,047 | $51.0K | 0.03% | −94−8.2% | Reduced |
| Skopos Labs, Inc. | 1,037 | $51.0K | 0.02% | +1,037 | New |
| Huntington National Bank | 1,037 | $51.0K | 0.00% | +52+5.3% | Added |
| Oakworth Capital, Inc. | 1,022 | $50.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 965 | $47.5K | 0.00% | +965 | New |
| New Republic Capital, LLC | 939 | $46.4K | 0.03% | +939 | New |
| MCF Advisors LLC | 928 | $45.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 886 | $43.6K | 0.00% | +250+39.3% | Added |
| Parkside Financial Bank & Trust | 857 | $42.2K | 0.01% | +1+0.1% | Added |
| Sentry Investment Management LLC | 860 | $42.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 808 | $39.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 780 | $38.4K | 0.01% | +415+113.7% | Added |
| Salem Investment Counselors Inc | 750 | $37.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 717 | $35.3K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 692 | $34.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 657 | $32.3K | 0.00% | +436+197.3% | Added |
| Chesapeake Asset Management LLC | 650 | $32.0K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 624 | $31.0K | 0.00% | +11+1.8% | Added |
| JNBA Financial Advisors | 597 | $29.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 570 | $28.0K | 0.01% | −10−1.7% | Reduced |
| First Personal Financial Services | 564 | $27.7K | 0.01% | +2+0.4% | Added |
| Umb Bank N A | 551 | $27.1K | 0.00% | −490−47.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 530 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 517 | $25.4K | 0.02% | +517 | New |
| Intelligent Financial Strategies | 512 | $25.3K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 507 | $25.0K | 0.01% | −17−3.2% | Reduced |
| Citizens National Bank Trust Department | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 504 | $22.0K | 0.01% | +504 | New |
| Quent Capital, LLC | 443 | $21.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 413 | $20.3K | 0.00% | +19+4.8% | Added |
| Catalyst Capital Advisors LLC | 379 | $18.6K | 0.00% | +379 | New |
| Gulf International Bank (UK) Ltd | 330 | $16.0K | 0.00% | −894−73.0% | Reduced |
| AdvisorNet Financial, Inc | 325 | $16.0K | 0.00% | +215+195.5% | Added |
| First Horizon Advisors, Inc. | 315 | $15.5K | 0.00% | +68+27.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $14.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 249 | $12.3K | 0.00% | +62+33.2% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 244 | $11.8K | 0.00% | +180+281.3% | Added |
| Permit Capital, LLC | 235 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 233 | $11.5K | 0.00% | +171+275.8% | Added |
| CoreCap Advisors, LLC | 228 | $11.2K | 0.00% | +228 | New |
| Ogorek Anthony Joseph | 229 | $11.0K | 0.00% | +2+0.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $10.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 205 | $10.0K | 0.00% | +68+49.6% | Added |
| Bell Investment Advisors, Inc | 190 | $9.35K | 0.00% | −22−10.4% | Reduced |
| Bruce G. Allen Investments, LLC | 189 | $9.30K | 0.01% | +48+34.0% | Added |
| Colonial Trust Co | 169 | $8.31K | 0.00% | +67+65.7% | Added |
| Johnson Financial Group, Inc. | 152 | $7.51K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $5.81K | 0.00% | −137−53.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 109 | $5.36K | 0.00% | +109 | New |
| Farmers & Merchants Investments Inc | 107 | $5.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 103 | $5.07K | 0.00% | −26−20.2% | Reduced |
| Sunbelt Securities, Inc. | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $4.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 95 | $4.68K | 0.00% | −10−9.5% | Reduced |
| Zions Bancorporation, N.A. | 95 | $4.67K | 0.00% | −63−39.9% | Reduced |
| Logan Capital Management Inc | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Carolinas Wealth Consulting LLC | 75 | $3.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 83 | $3.40K | 0.00% | +39+88.6% | Added |
| Hantz Financial Services, Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $2.85K | 0.00% | +14+31.8% | Added |
| Raffa Wealth Management, LLC | 57 | $2.80K | 0.00% | −128−69.2% | Reduced |
| Investors Research Corp | 57 | $2.80K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $2.66K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 47 | $2.31K | 0.00% | +47 | New |
| Dunhill Financial, LLC | 39 | $1.90K | 0.00% | +21+116.7% | Added |
| Abound Wealth Management | 38 | $1.87K | 0.00% | +38 | New |
| Principal Securities, Inc. | 33 | $1.62K | 0.00% | −748−95.8% | Reduced |
| GHP Investment Advisors, Inc. | 26 | $1.28K | 0.00% | +26 | New |
| Plato Investment Management Ltd | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 24 | $1.18K | 0.00% | +24 | New |
| M&R Capital Management Inc | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 21 | $1.01K | 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 |
| Longfellow Investment Management Co LLC | 20 | $997 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $984 | 0.00% | −7−25.9% | Reduced |
| Wolff Wiese Magana LLC | 20 | $984 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $738 | 0.00% | −8−34.8% | Reduced |