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 | 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, 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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 2,507 | $95.2K | 0.00% | +20+0.8% | Added |
| Barrett & Company, Inc. | 2,494 | $94.7K | 0.04% | −1,580−38.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,621 | $94.3K | 0.00% | −2,273−46.4% | Reduced |
| TCTC Holdings, LLC | 2,364 | $89.8K | 0.00% | +11+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 2,278 | $86.5K | 0.03% | −461−16.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $84.0K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 2,135 | $81.4K | 0.07% | +2,135 | New |
| Huntington National Bank | 2,077 | $78.9K | 0.00% | +1,040+100.3% | Added |
| Ameriflex Group, Inc. | 2,256 | $74.5K | 0.03% | +2,256 | New |
| Walleye Capital LLC | 1,900 | $72.2K | 0.00% | −1,697−47.2% | Reduced |
| Coastline Trust Co | 1,751 | $66.5K | 0.01% | −436−19.9% | Reduced |
| Asset Planning,Inc | 1,750 | $66.5K | 0.05% | +1,750 | New |
| Umb Bank N A | 1,717 | $65.2K | 0.00% | +1,166+211.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,673 | $63.5K | 0.00% | +12+0.7% | Added |
| Signaturefd, LLC | 1,583 | $60.1K | 0.00% | −1,021−39.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,562 | $59.3K | 0.00% | −21−1.3% | Reduced |
| Boit C F David | 1,539 | $58.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,483 | $56.0K | 0.04% | −402−21.3% | Reduced |
| Allworth Financial LP | 1,540 | $50.9K | 0.00% | +4+0.3% | Added |
| Bokf, NA | 1,475 | $49.9K | 0.00% | −9−0.6% | Reduced |
| CVA Family Office, LLC | 1,304 | $49.5K | 0.01% | −447−25.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,229 | $46.7K | 0.05% | +1,229 | New |
| Raiffeisen Bank International AG | 1,174 | $44.6K | 0.00% | +1,174 | New |
| TD Private Client Wealth LLC | 1,119 | $42.5K | 0.00% | −417−27.1% | Reduced |
| Mather Group, LLC. | 1,061 | $40.3K | 0.00% | +22+2.1% | Added |
| Oakworth Capital, Inc. | 1,022 | $38.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 980 | $37.2K | 0.02% | −67−6.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 980 | $37.2K | 0.00% | +980 | New |
| NBT Bank N A | 965 | $36.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 962 | $36.5K | 0.00% | −818−46.0% | Reduced |
| MCF Advisors LLC | 942 | $36.0K | 0.00% | +14+1.5% | Added |
| Global Trust Asset Management, LLC | 931 | $35.4K | 0.01% | −255−21.5% | Reduced |
| Versant Capital Management, Inc | 864 | $32.8K | 0.01% | +810+1,500.0% | Added |
| Centerpoint Advisors, LLC | 837 | $32.0K | 0.01% | −838−50.0% | Reduced |
| Skopos Labs, Inc. | 836 | $31.8K | 0.01% | −201−19.4% | Reduced |
| South State Corp. | 808 | $30.7K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 798 | $30.3K | 0.01% | +798 | New |
| Parkside Financial Bank & Trust | 762 | $28.9K | 0.00% | −95−11.1% | Reduced |
| Leonteq Securities AG | 759 | $28.8K | 0.00% | +759 | New |
| Salem Investment Counselors Inc | 750 | $28.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 721 | $27.4K | 0.00% | +688+2,084.8% | Added |
| Laurel Wealth Advisors LLC | 717 | $27.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 717 | $27.2K | 0.01% | +25+3.6% | Added |
| Chesapeake Asset Management LLC | 660 | $25.1K | 0.02% | +10+1.5% | Added |
| Bank of Jackson Hole Trust | 640 | $24.3K | 0.02% | +640 | New |
| Riverview Trust Co | 633 | $24.0K | 0.02% | +633 | New |
| Quadrant Capital Group LLC | 609 | $23.1K | 0.00% | −788−56.4% | Reduced |
| JNBA Financial Advisors | 597 | $22.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 570 | $21.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 530 | $20.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 515 | $19.6K | 0.01% | +515 | New |
| Hemington Wealth Management | 504 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 500 | $18.0K | 0.00% | +461+1,182.1% | Added |
| Lindbrook Capital, LLC | 471 | $17.9K | 0.00% | −415−46.8% | Reduced |
| Massmutual Trust Co FSB | 464 | $17.6K | 0.00% | −193−29.4% | Reduced |
| Quent Capital, LLC | 424 | $16.1K | 0.00% | −19−4.3% | Reduced |
| Global Retirement Partners, LLC | 413 | $15.7K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 378 | $14.4K | 0.00% | +378 | New |
| Hopwood Financial Services, Inc. | 328 | $12.5K | 0.01% | +328 | New |
| Kentucky Trust Co | 317 | $12.0K | 0.01% | +317 | New |
| Gulf International Bank (UK) Ltd | 330 | $12.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 395 | $11.9K | 0.00% | +395 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $11.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 264 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 256 | $9.72K | 0.00% | +87+51.5% | Added |
| Raleigh Capital Management Inc. | 255 | $9.69K | 0.00% | −525−67.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 245 | $9.31K | 0.02% | +25+11.4% | Added |
| CoreCap Advisors, LLC | 238 | $9.05K | 0.00% | +10+4.4% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Permit Capital, LLC | 235 | $8.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 212 | $8.05K | 0.00% | −21−9.0% | Reduced |
| Ogorek Anthony Joseph | 230 | $8.00K | 0.00% | +1+0.4% | Added |
| First Horizon Advisors, Inc. | 194 | $7.37K | 0.00% | −121−38.4% | Reduced |
| IFP Advisors, Inc | 188 | $7.14K | 0.00% | +70+59.3% | Added |
| HM Payson & Co | 187 | $7.10K | 0.00% | −62−24.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 162 | $7.00K | 0.00% | +83+105.1% | Added |
| Newbridge Financial Services Group, Inc. | 176 | $6.68K | 0.00% | +176 | New |
| Putney Financial Group LLC | 175 | $6.65K | 0.01% | +175 | New |
| Bell Investment Advisors, Inc | 167 | $6.34K | 0.00% | −23−12.1% | Reduced |
| Capital Advisors, Ltd. LLC | 164 | $6.00K | 0.00% | −41−20.0% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 141 | $5.32K | 0.00% | −103−42.2% | Reduced |
| Johnson Financial Group, Inc. | 152 | $5.02K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 113 | $4.29K | 0.00% | +17+17.7% | Added |
| Caldwell Sutter Capital, Inc. | 109 | $4.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $4.06K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 107 | $4.00K | 0.00% | +107 | New |
| Bruce G. Allen Investments, LLC | 103 | $3.91K | 0.00% | −86−45.5% | Reduced |
| Sunbelt Securities, Inc. | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 98 | $3.72K | 0.00% | +98 | New |
| Sachetta, LLC | 96 | $3.65K | 0.00% | +1+1.1% | Added |
| MV Capital Management, Inc. | 96 | $3.65K | 0.00% | +81+540.0% | Added |
| Carolinas Wealth Consulting LLC | 95 | $3.63K | 0.00% | +20+26.7% | Added |
| Logan Capital Management Inc | 90 | $3.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 90 | $3.42K | 0.00% | +90 | New |
| Spire Wealth Management | 77 | $2.92K | 0.00% | +19+32.8% | Added |
| Proequities, Inc. | 88 | $2.91K | 0.00% | −6,400−98.6% | Reduced |
| Continuum Advisory, LLC | 74 | $2.81K | 0.00% | −9−10.8% | Reduced |