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, Q1 2025
Institutional positions in Brown Forman Corp as of Mar 31, 2025. 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
- 644
- +11 vs. Q4 2024
- Shares held
- 198.3M
- +15.4M (+8.4%) vs. Q4 2024
- Total value
- $6.73B
- −$211.7M (−3.0%) vs. Q4 2024
- New holders
- 93
- 262 more added
- Sold out
- 82
- 204 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 628 | $21.0K | 0.01% | +628 | New |
| Bullock Wealth Management Group | 629 | $21.1K | 0.01% | −351−35.8% | Reduced |
| Chesapeake Asset Management LLC | 650 | $22.1K | 0.02% | −10−1.5% | Reduced |
| Salem Investment Counselors Inc | 750 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 757 | $25.7K | 0.00% | +333+78.5% | Added |
| BankPlus Trust Department | 798 | $27.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 721 | $27.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 810 | $27.5K | 0.00% | +810 | New |
| Centerpoint Advisors, LLC | 837 | $28.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 893 | $30.5K | 0.00% | +741+487.5% | Added |
| Parkside Financial Bank & Trust | 917 | $31.1K | 0.00% | +155+20.3% | Added |
| Old Point Trust & Financial Services N A | 937 | $31.8K | 0.01% | +937 | New |
| MCF Advisors LLC | 942 | $32.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 960 | $32.6K | 0.00% | −2−0.2% | Reduced |
| Umb Bank N A | 992 | $33.7K | 0.00% | −725−42.2% | Reduced |
| Oakworth Capital, Inc. | 1,022 | $34.7K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 1,076 | $36.5K | 0.01% | +1,076 | New |
| Raiffeisen Bank International AG | 1,174 | $40.1K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,217 | $41.3K | 0.02% | +500+69.7% | Added |
| Transamerica Financial Advisors, Inc. | 1,304 | $45.0K | 0.00% | +1,142+704.9% | Added |
| South State Corp. | 1,330 | $45.1K | 0.00% | +522+64.6% | Added |
| Bokf, NA | 1,475 | $50.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,480 | $50.2K | 0.01% | +176+13.5% | Added |
| Boit C F David | 1,539 | $52.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,720 | $58.4K | 0.00% | +158+10.1% | Added |
| Asset Planning,Inc | 1,750 | $59.4K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 1,751 | $59.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,756 | $59.6K | 0.00% | −1,536−46.7% | Reduced |
| Glen Eagle Advisors, LLC | 2,000 | $67.9K | 0.01% | −3,500−63.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,171 | $73.7K | 0.00% | +2,171 | New |
| Lindbrook Capital, LLC | 2,204 | $74.8K | 0.01% | +1,733+367.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,235 | $76.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,258 | $76.6K | 0.03% | +2+0.1% | Added |
| TCTC Holdings, LLC | 2,378 | $80.7K | 0.00% | +14+0.6% | Added |
| Barrett & Company, Inc. | 2,494 | $84.6K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,544 | $86.4K | 0.02% | +15+0.6% | Added |
| Accredited Wealth Management, LLC | 2,535 | $86.6K | 0.07% | +400+18.7% | Added |
| Massmutual Trust Co FSB | 2,585 | $87.7K | 0.00% | +2,121+457.1% | Added |
| Beacon Capital Management, LLC | 2,592 | $88.0K | 0.01% | +2,592 | New |
| Horizon Investments, LLC | 2,615 | $88.8K | 0.00% | +108+4.3% | Added |
| Allworth Financial LP | 2,590 | $89.6K | 0.00% | +1,050+68.2% | Added |
| SRS Capital Advisors, Inc. | 2,684 | $91.1K | 0.01% | −2,901−51.9% | Reduced |
| Huntington National Bank | 2,705 | $91.8K | 0.00% | +628+30.2% | Added |
| Quarry LP | 2,709 | $91.9K | 0.02% | +2,709 | New |
| EverSource Wealth Advisors, LLC | 2,744 | $93.1K | 0.01% | −1,478−35.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,750 | $93.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,376 | $106.2K | 0.00% | +755+28.8% | Added |
| Brown, Lisle/Cummings, Inc. | 3,142 | $106.6K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,224 | $109.4K | 0.01% | +535+19.9% | Added |
| Covestor Ltd | 3,277 | $111.0K | 0.07% | +1,794+121.0% | Added |
| Ostrum Asset Management | 3,271 | $111.0K | 0.01% | −87−2.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,400 | $115.4K | 0.01% | +3,400 | New |
| Jones Financial Companies LLLP | 3,643 | $125.4K | 0.00% | +788+27.6% | Added |
| Vestcor Inc | 3,848 | $131.0K | 0.00% | +28+0.7% | Added |
| Skopos Labs, Inc. | 3,898 | $132.3K | 0.03% | +3,062+366.3% | Added |
| Farther Finance Advisors, LLC | 4,550 | $152.4K | 0.00% | −4,261−48.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,652 | $157.9K | 0.01% | +4,652 | New |
| Cullen/Frost Bankers, Inc. | 4,788 | $162.5K | 0.00% | −58−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,146 | $174.7K | 0.00% | −450−8.0% | Reduced |
| Amica Retiree Medical Trust | 5,222 | $177.0K | 0.27% | +5,222 | New |
| Caldwell Trust Co | 5,455 | $185.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,560 | $188.7K | 0.03% | +4,696+543.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,791 | $196.5K | 0.00% | +8+0.1% | Added |
| Evelyn Partners Investment Management LLP | 5,803 | $197.0K | 0.01% | −7,772−57.3% | Reduced |
| Brown Brothers Harriman & Co | 5,842 | $198.3K | 0.00% | −7,124−54.9% | Reduced |
| Quest Partners LLC | 5,871 | $199.3K | 0.02% | +781+15.3% | Added |
| Aster Capital Management (DIFC) Ltd | 6,059 | $200.6K | 0.04% | +3,781+166.0% | Added |
| Sanders Morris Harris LLC | 5,964 | $202.4K | 0.03% | +5,964 | New |
| Associated Banc-Corp | 6,065 | $205.8K | 0.01% | +265+4.6% | Added |
| Boothbay Fund Management, LLC | 6,105 | $207.2K | 0.01% | +6,105 | New |
| Blair William & Co | 6,236 | $211.7K | 0.00% | +488+8.5% | Added |
| Great Lakes Advisors, LLC | 6,247 | $212.0K | 0.00% | −30,340−82.9% | Reduced |
| Unique Wealth Strategies, LLC | 6,276 | $213.0K | 0.10% | +6,276 | New |
| Parallel Advisors, LLC | 6,385 | $216.7K | 0.00% | +2,766+76.4% | Added |
| Kestra Advisory Services, LLC | 6,415 | $217.7K | 0.00% | −2,019−23.9% | Reduced |
| Azimuth Capital Investment Management LLC | 6,500 | $220.6K | 0.01% | +6,500 | New |
| Greenleaf Trust | 6,509 | $220.9K | 0.00% | +6,509 | New |
| Sequoia Financial Advisors, LLC | 6,663 | $226.1K | 0.00% | +6,663 | New |
| Stephens Inc | 6,676 | $226.6K | 0.00% | +6,676 | New |
| Citadel Investment Advisory, Inc. | 6,804 | $231.0K | 0.11% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,838 | $232.1K | 0.02% | +6,838 | New |
| Sapient Capital LLC | 6,805 | $232.5K | 0.00% | +1,136+20.0% | Added |
| Empirical Finance, LLC | 6,889 | $233.8K | 0.01% | +640+10.2% | Added |
| V-Square Quantitative Management LLC | 6,987 | $237.1K | 0.03% | +1,451+26.2% | Added |
| Hendershot Investments Inc. | 7,039 | $238.9K | 0.03% | +794+12.7% | Added |
| Assetmark, Inc | 7,090 | $240.6K | 0.00% | +3,027+74.5% | Added |
| Thrivent Financial for Lutherans | 7,138 | $242.0K | 0.00% | −20.0% | Reduced |
| Syon Capital LLC | 7,201 | $244.4K | 0.02% | +7,201 | New |
| Kennon-Green & Company, LLC | 7,226 | $245.3K | 0.20% | −14,192−66.3% | Reduced |
| Valeo Financial Advisors, LLC | 7,321 | $248.5K | 0.01% | +7,321 | New |
| Venturi Wealth Management, LLC | 7,458 | $253.1K | 0.01% | +1,836+32.7% | Added |
| GSG Advisors LLC | 7,432 | $253.6K | 0.08% | +93+1.3% | Added |
| AXA S.A. | 7,506 | $254.8K | 0.00% | −237−3.1% | Reduced |
| Vident Advisory, LLC | 7,507 | $254.8K | 0.00% | +7,507 | New |
| Tufton Capital Management | 7,575 | $257.1K | 0.05% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,600 | $257.9K | 0.12% | +7,600 | New |
| NEOS Investment Management LLC | 7,656 | $259.8K | 0.00% | +1,251+19.5% | Added |
| S-Bank Fund Management Ltd | 7,684 | $260.8K | 0.05% | +7,684 | New |
| Robeco Institutional Asset Management B.V. | 7,689 | $261.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,755 | $263.2K | 0.01% | +7,755 | New |