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, Q4 2024
Institutional positions in Brown Forman Corp as of Dec 31, 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
- 639
- +35 vs. Q3 2024
- Shares held
- 184.9M
- −1.66M (−0.9%) vs. Q3 2024
- Total value
- $7.02B
- −$2.13B (−23.3%) vs. Q3 2024
- New holders
- 125
- 194 more added
- Sold out
- 90
- 234 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 16,407 | $623.1K | 0.02% | +16,407 | New |
| Occudo Quantitative Strategies LP | 16,412 | $623.3K | 0.11% | +16,412 | New |
| Knollwood Investment Advisory, LLC | 16,850 | $640.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,895 | $642.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,991 | $645.0K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,082 | $648.8K | 0.03% | +17,082 | New |
| Mizuho Securities USA LLC | 17,261 | $655.6K | 0.01% | +5,374+45.2% | Added |
| First Foundation Advisors | 17,378 | $660.0K | 0.02% | −73−0.4% | Reduced |
| Chico Wealth RIA | 17,540 | $666.2K | 0.58% | +11+0.1% | Added |
| Caisse des Depots Et Consignations | 17,600 | $668.4K | 0.03% | +17,600 | New |
| Oxford Asset Management LLP | 17,772 | $675.0K | 0.30% | +17,772 | New |
| Toth Financial Advisory Corp | 18,117 | $688.1K | 0.08% | +970+5.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,221 | $692.0K | 0.05% | −3,029−14.3% | Reduced |
| Diversified Trust Co | 18,229 | $692.3K | 0.02% | −6,406−26.0% | Reduced |
| Glenmede Trust Co NA | 18,344 | $696.7K | 0.00% | −3,956−17.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,419 | $699.6K | 0.27% | −75−0.4% | Reduced |
| Bahl & Gaynor Inc | 18,500 | $702.6K | 0.00% | −1,000−5.1% | Reduced |
| Truist Financial Corp | 18,776 | $713.1K | 0.00% | −16,068−46.1% | Reduced |
| Captrust Financial Advisors | 18,791 | $713.7K | 0.00% | −3,505−15.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,020 | $722.4K | 0.00% | +19,020 | New |
| Atria Wealth Solutions, Inc. | 19,085 | $729.1K | 0.01% | −644−3.3% | Reduced |
| Elo Mutual Pension Insurance Co | 19,769 | $750.8K | 0.02% | +3,592+22.2% | Added |
| Howard Capital Management Inc. | 19,868 | $754.6K | 0.01% | +117+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 19,936 | $757.2K | 0.00% | +300+1.5% | Added |
| Asset Advisors Investment Management, LLC | 20,100 | $763.4K | 0.08% | −6,512−24.5% | Reduced |
| State of Alaska, Department of Revenue | 20,765 | $788.0K | 0.01% | −2,548−10.9% | Reduced |
| Intech Investment Management LLC | 21,061 | $799.9K | 0.01% | −39,921−65.5% | Reduced |
| Kennon-Green & Company, LLC | 21,418 | $813.5K | 0.70% | −849−3.8% | Reduced |
| Fifth Third Bancorp | 21,468 | $815.4K | 0.00% | −4,238−16.5% | Reduced |
| Franklin Resources Inc | 21,535 | $817.9K | 0.00% | −785−3.5% | Reduced |
| Jarislowsky, Fraser Ltd | 21,569 | $819.2K | 0.00% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 21,640 | $821.9K | 0.08% | +21,640 | New |
| Bragg Financial Advisors, Inc | 21,696 | $824.0K | 0.03% | −300−1.4% | Reduced |
| Marks Group Wealth Management, Inc | 21,808 | $828.3K | 0.08% | +2,530+13.1% | Added |
| Mutual of America Capital Management LLC | 21,829 | $829.1K | 0.01% | −766−3.4% | Reduced |
| Blackhawk Capital Partners LLC. | 21,960 | $834.0K | 0.43% | +21,960 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 22,000 | $835.6K | 0.19% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,132 | $840.6K | 0.02% | +22,132 | New |
| XTX Topco Ltd | 22,192 | $842.9K | 0.07% | +22,192 | New |
| Scientech Research LLC | 22,395 | $850.6K | 0.24% | +14,026+167.6% | Added |
| State of Tennessee, Treasury Department | 22,594 | $858.1K | 0.00% | −1,268−5.3% | Reduced |
| Public Sector Pension Investment Board | 22,717 | $862.8K | 0.00% | +14,557+178.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,730 | $863.3K | 0.01% | +470+2.1% | Added |
| Gsa Capital Partners LLP | 23,030 | $875.0K | 0.06% | +23,030 | New |
| MPS Loria Financial Planners, LLC | 23,313 | $890.7K | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 23,579 | $895.0K | 0.03% | +23,579 | New |
| Stratos Wealth Partners, LTD. | 23,753 | $902.2K | 0.01% | +491+2.1% | Added |
| New York Life Investment Management LLC | 23,893 | $907.5K | 0.01% | −2,468−9.4% | Reduced |
| Daiwa Securities Group Inc. | 23,991 | $911.0K | 0.00% | +1,725+7.7% | Added |
| Bank of Nova Scotia | 24,311 | $923.3K | 0.00% | +9,120+60.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 24,352 | $924.9K | 0.54% | −5,908−19.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,479 | $929.7K | 0.01% | +24,479 | New |
| Steward Partners Investment Advisory, LLC | 24,491 | $930.2K | 0.01% | +1,065+4.5% | Added |
| Simmons Bank | 24,494 | $930.3K | 0.07% | −2,075−7.8% | Reduced |
| Venture Visionary Partners LLC | 24,583 | $933.7K | 0.04% | +30.0% | Added |
| KBC Group NV | 24,656 | $937.0K | 0.00% | −35,501−59.0% | Reduced |
| Trust Co of Vermont | 24,680 | $937.3K | 0.05% | −304−1.2% | Reduced |
| Empire Financial Management Company, LLC | 24,783 | $941.3K | 0.29% | +24,783 | New |
| Xponance, Inc. | 25,012 | $950.0K | 0.01% | −711−2.8% | Reduced |
| Private Advisor Group, LLC | 25,069 | $952.1K | 0.01% | −4,497−15.2% | Reduced |
| Allianz Asset Management GmbH | 25,082 | $952.6K | 0.00% | −128−0.5% | Reduced |
| McDonald Partners LLC | 25,108 | $953.6K | 0.24% | −2,279−8.3% | Reduced |
| CI Private Wealth, LLC | 25,419 | $965.7K | 0.00% | −5,067−16.6% | Reduced |
| ICW Investment Advisors LLC | 25,721 | $976.9K | 0.41% | −1,131−4.2% | Reduced |
| Rowland & Co Investment Counsel | 26,044 | $989.2K | 0.21% | +1,470+6.0% | Added |
| Townsend & Associates, Inc | 29,437 | $995.0K | 0.10% | +517+1.8% | Added |
| Daymark Wealth Partners, LLC | 26,282 | $998.2K | 0.04% | +19+0.1% | Added |
| Nissay Asset Management Corp | 25,797 | $1.00M | 0.01% | −357−1.4% | Reduced |
| Equitable Trust Co | 27,079 | $1.03M | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 27,311 | $1.04M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 27,765 | $1.05M | 0.01% | −5,384−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 27,765 | $1.05M | 0.01% | −5,384−16.2% | Reduced |
| JustInvest LLC | 27,855 | $1.06M | 0.02% | −5,530−16.6% | Reduced |
| Stephens Consulting, LLC | 27,995 | $1.06M | 0.27% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 28,176 | $1.07M | 0.03% | +696+2.5% | Added |
| Farringdon Capital, Ltd. | 28,296 | $1.07M | 0.44% | +28,296 | New |
| Utah Retirement Systems | 28,479 | $1.08M | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 28,480 | $1.08M | 0.01% | +28,480 | New |
| J.W. Cole Advisors, Inc. | 28,603 | $1.09M | 0.04% | −679−2.3% | Reduced |
| Canada Pension Plan Investment Board | 28,736 | $1.09M | 0.00% | +7,434+34.9% | Added |
| Independence Bank of Kentucky | 28,959 | $1.10M | 0.17% | +2,887+11.1% | Added |
| Mackenzie Financial Corp | 29,100 | $1.11M | 0.00% | +8,664+42.4% | Added |
| Versor Investments LP | 29,245 | $1.11M | 0.19% | +29,245 | New |
| Worldquant Millennium Advisors LLC | 29,744 | $1.13M | 0.01% | −160,964−84.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,829 | $1.13M | 0.18% | +29,829 | New |
| Exchange Traded Concepts, LLC | 30,152 | $1.15M | 0.02% | +23,489+352.5% | Added |
| Parallax Volatility Advisers, L.P. | 30,500 | $1.16M | 0.03% | +30,500 | New |
| Cetera Investment Advisers | 30,715 | $1.17M | 0.00% | +14,825+93.3% | Added |
| Schroder Investment Management Group | 31,049 | $1.17M | 0.00% | −15,083−32.7% | Reduced |
| Manning & Napier Advisors LLC | 30,948 | $1.18M | 0.01% | −4,751−13.3% | Reduced |
| Ossiam | 31,002 | $1.18M | 0.02% | +16,731+117.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,096 | $1.18M | 0.00% | +471+1.5% | Added |
| Two Sigma Investments, LP | 31,143 | $1.18M | 0.00% | +31,143 | New |
| Williams Jones Wealth Management, LLC. | 31,326 | $1.19M | 0.01% | −10.0% | Reduced |
| Premier Path Wealth Partners, LLC | 31,428 | $1.19M | 0.18% | +31,428 | New |
| Lecap Asset Management Ltd | 31,779 | $1.21M | 0.33% | +31,779 | New |
| Storebrand Asset Management AS | 32,512 | $1.23M | 0.00% | +712+2.2% | Added |
| Avantax Advisory Services, Inc. | 32,604 | $1.24M | 0.01% | +4,638+16.6% | Added |
| Chickasaw Capital Management LLC | 32,680 | $1.24M | 0.05% | −75−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,685 | $1.24M | 0.00% | +10,956+50.4% | Added |