BROWN FORMAN CORP (BFB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
551
Reporting holders
$5.3B
Reported value
0.6%
Held as options
+14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $389.0M | 14,597,902 | 0.01% | 2q | -0.5%-$2.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $357.0M | 13,396,435 | 0.02% | 2q | +0.5%+$1.9M |
| FMR LLC | $335.2M | 12,577,525 | 0.01% | 31q | -1.6%-$5.4M |
| BlackRock, Inc. | $324.1M | 12,159,629 | 0.00% | 8q | +0.8%+$2.5M |
| VAN ECK ASSOCIATES CORP | $322.3M | 12,095,293 | 0.20% | 27q | -2.1%-$7.0M |
| STATE STREET CORP | $262.1M | 9,748,553 | 0.01% | 31q | -2.5%-$6.6M |
| Invesco Ltd. | $228.1M | 8,559,478 | 0.02% | 31q | -4.6%-$11.0M |
| GOLDMAN SACHS GROUP INC | $197.1M | 7,395,364 | 0.02% | 31q | +15.4%+$26.3M |
| DIMENSIONAL FUND ADVISORS LP | $187.9M | 7,048,225 | 0.03% | 31q | +49.1%+$61.8M |
| ProShare Advisors LLC | $150.8M | 5,658,686 | 0.22% | 31q | -5.5%-$8.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $146.4M | 5,501,201 | 0.01% | 31q | +0.9%+$1.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $94.1M | 3,530,345 | 0.03% | 4q | +1.1%+$1.0M |
| MORGAN STANLEY | $92.5M | 3,470,795 | 0.00% | 35q | -12.7%-$13.4M |
| Bank of New York Mellon Corp | $75.4M | 2,829,659 | 0.01% | 31q | -3.4%-$2.7M |
| EQUITY INVESTMENT CORP | $69.0M | 2,590,913 | 1.32% | 5q | +6.9%+$4.4M |
| Black Creek Investment Management Inc. | $65.5M | 2,457,810 | 3.68% | 6q | -53.3%-$74.6M |
| BANK OF AMERICA CORP /DE/ | $62.1M | 2,329,276 | 0.00% | 31q | -37.6%-$37.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.4M | 2,116,924 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $56.4M | 2,116,924 | 0.01% | new | NEW |
| UBS Group AG | $56.1M | 2,105,843 | 0.01% | 31q | -30.6%-$24.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $54.5M | 2,045,650 | 0.01% | 20q | -12.5%-$7.8M |
| Ruffer LLP | $51.4M | 1,931,956 | 1.82% | 2q | -29.3%-$21.3M |
| Vest Financial, LLC | $45.0M | 1,688,989 | 0.47% | 23q | -8.6%-$4.3M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $44.4M | 1,666,644 | 0.10% | 5q | +15.8%+$6.0M |
| NORTHERN TRUST CORP | $42.3M | 1,585,516 | 0.00% | 31q | -6.4%-$2.9M |
| Pureheart Capital Pte Ltd. | $38.4M | 1,442,248 | 17.21% | new | NEW |
| FIL Ltd | $37.0M | 1,388,235 | 0.03% | 2q | +22.2%+$6.7M |
| J. Safra Sarasin Holding AG | $36.8M | 1,570,661 | 0.53% | 6q | -1.1%-$421.0K |
| Lindsell Train Ltd | $36.8M | 1,379,324 | 1.40% | 31q | -12.5%-$5.2M |
| NOMURA ASSET MANAGEMENT CO LTD | $34.6M | 1,297,920 | 0.07% | 16q | -4.9%-$1.8M |
| NORGES BANK | $34.5M | 1,293,650 | 0.00% | 32q | -23.4%-$10.5M |
| MILLENNIUM MANAGEMENT LLC | $32.4M | 1,214,645 | 0.01% | 26q | HELD |
| Quantinno Capital Management LP | $31.4M | 1,179,906 | 0.04% | 16q | +295.0%+$23.5M |
| DEUTSCHE BANK AG\ | $31.0M | 1,164,991 | 0.01% | 34q | -34.9%-$16.6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $30.7M | 1,152,060 | 0.48% | 8q | -6.9%-$2.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $29.4M | 1,104,010 | 0.02% | 31q | +2143.5%+$28.1M |
| WELLS FARGO & COMPANY/MN | $29.3M | 1,097,622 | 0.00% | 31q | -54.5%-$35.1M |
| Point72 Asset Management, L.P. | $29.0M | 1,089,873 | 0.03% | 3q | -41.0%-$20.2M |
| VANGUARD FIDUCIARY TRUST CO | $27.3M | 1,024,477 | 0.01% | 2q | -1.7%-$462.1K |
| FIRST TRUST ADVISORS LP | $27.0M | 1,013,630 | 0.02% | 28q | +83.1%+$12.3M |
| Glenview Trust Co | $26.7M | 896,063 | 0.20% | 31q | +88.2%+$12.5M |
| CITIGROUP INC | $25.3M | 949,845 | 0.01% | 31q | +48.2%+$8.2M |
| D. E. Shaw & Co., Inc. | $24.2M | 909,566 | 0.01% | 10q | -39.8%-$16.0M |
| Gotham Asset Management, LLC | $23.4M | 876,521 | 0.05% | 9q | +506.0%+$19.5M |
| Baird Financial Group, Inc. | $19.8M | 742,400 | 0.03% | 31q | -11.2%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.6M | 86,038 | 0.00% | 31q | -67.5%-$38.7M |
| JPMORGAN CHASE & CO | $18.4M | 649,703 | 0.00% | 31q | -57.5%-$24.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $18.3M | 685,755 | 0.04% | 31q | +55.5%+$6.5M |
| ENVESTNET ASSET MANAGEMENT INC | $17.3M | 648,252 | 0.00% | 31q | +4.5%+$750.1K |
| Cerity Partners LLC | $17.2M | 647,224 | 0.02% | 17q | -1.8%-$323.3K |
| GARDNER RUSSO & QUINN LLC | $17.0M | 639,282 | 0.19% | 31q | -3.1%-$544.0K |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 635,391 | 0.00% | 7q | +11.0%+$1.7M |
| VICTORY CAPITAL MANAGEMENT INC | $16.7M | 627,953 | 0.01% | 31q | -11.0%-$2.1M |
| Corient Private Wealth LP | $16.3M | 612,124 | 0.01% | 15q | +2577.5%+$15.7M |
| CIBC WORLD MARKET INC. | $15.9M | 595,004 | 0.03% | 7q | +889.7%+$14.3M |
| Nuveen, LLC | $15.3M | 575,622 | 0.00% | 6q | +25.9%+$3.2M |
| ROYAL BANK OF CANADA | $15.0M | 562,416 | 0.00% | 31q | +18.8%+$2.4M |
| CIBC Bancorp USA Inc. | $14.9M | 560,393 | 0.02% | 3q | +422.7%+$12.1M |
| TUDOR INVESTMENT CORP ET AL | $14.2M | 516,256 | 0.02% | 7q | HELD |
| PNC Financial Services Group, Inc. | $13.7M | 514,691 | 0.01% | 31q | -1.4%-$192.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.6M | 510,006 | 0.00% | 31q | -26.3%-$4.8M |
| Markel Group Inc. | $12.6M | 474,187 | 0.10% | 31q | HELD |
| Bronte Capital Management Pty Ltd. | $12.4M | 464,313 | 1.33% | new | NEW |
| RHUMBLINE ADVISERS | $12.3M | 459,849 | 0.01% | 31q | +3.4%+$407.8K |
| Legal & General Group Plc | $12.2M | 456,229 | 0.00% | 31q | HELD |
| GRACE & WHITE INC /NY | $11.8M | 442,148 | 1.86% | 25q | HELD |
| RBO & CO LLC | $10.9M | 407,498 | 1.73% | 31q | -4.0%-$447.0K |
| ExodusPoint Capital Management, LP | $10.8M | 405,434 | 0.07% | 2q | +449.9%+$8.8M |
| STIFEL FINANCIAL CORP | $10.6M | 396,887 | 0.01% | 31q | -1.1%-$118.4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $10.5M | 392,698 | 0.01% | 31q | -0.9%-$97.7K |
| BNP PARIBAS FINANCIAL MARKETS | $10.1M | 380,309 | 0.00% | 15q | +29.4%+$2.3M |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $10.1M | 379,813 | 0.30% | new | NEW |
| HSBC HOLDINGS PLC | $9.9M | 366,835 | 0.00% | 31q | +61.7%+$3.8M |
| Vanguard Global Advisers, LLC | $9.3M | 349,553 | 0.00% | 2q | -3.1%-$294.8K |
| Swiss National Bank | $8.9M | 334,918 | 0.00% | 31q | -4.3%-$397.1K |
| ICICI Prudential Asset Management Co Ltd | $8.6M | 324,500 | 0.95% | 9q | -10.5%-$1.0M |
| BARCLAYS PLC | $8.6M | 323,931 | 0.00% | 31q | -36.4%-$4.9M |
| CITADEL ADVISORS LLC | $8.5M | 131,865 | 0.00% | 31q | -94.9%-$158.0M |
| JANE STREET GROUP, LLC | $7.6M | options only | 0.00% | 22q | OPTIONS |
| Moran Wealth Management, LLC | $7.6M | 286,003 | 0.21% | 5q | +6.8%+$484.6K |
| Creative Planning | $7.6M | 285,804 | 0.00% | 31q | +37.8%+$2.1M |
| Mariner, LLC | $7.3M | 273,871 | 0.01% | 22q | -13.3%-$1.1M |
| Morningstar Investment Management LLC | $7.0M | 266,577 | 0.43% | 4q | HELD |
| GATEWAY INVESTMENT ADVISERS LLC | $7.0M | 262,902 | 0.07% | 4q | +29.0%+$1.6M |
| Philip James Wealth Mangement, LLC | $6.9M | 259,241 | 0.78% | 6q | +46.9%+$2.2M |
| AMERICAN CENTURY COMPANIES INC | $6.7M | 251,621 | 0.00% | 31q | -1.5%-$98.9K |
| AMERIPRISE FINANCIAL INC | $6.7M | 250,145 | 0.00% | 31q | -20.4%-$1.7M |
| BANK OF MONTREAL /CAN/ | $6.6M | 249,417 | 0.00% | 31q | -14.8%-$1.2M |
| Jump Financial, LLC | $6.6M | 247,839 | 0.05% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 238,779 | 0.00% | 31q | +31.7%+$1.5M |
| PRINCIPAL FINANCIAL GROUP INC | $6.0M | 225,675 | 0.00% | 31q | -8.5%-$561.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5.9M | 223,068 | 0.01% | 31q | +25.8%+$1.2M |
| YOUSIF CAPITAL MANAGEMENT, LLC | $5.5M | 207,814 | 0.06% | 19q | -3.2%-$181.2K |
| FRANKLIN RESOURCES INC | $5.5M | 205,498 | 0.00% | 31q | +264.7%+$4.0M |
| BANYAN CAPITAL MANAGEMENT, INC. | $5.0M | 186,621 | 2.16% | 5q | -4.9%-$257.5K |
| GUGGENHEIM CAPITAL LLC | $4.9M | 185,466 | 0.03% | 31q | -21.9%-$1.4M |
| HighTower Advisors, LLC | $4.9M | 185,168 | 0.00% | 31q | +64.9%+$1.9M |
| Capula Management Ltd | $4.9M | 182,929 | 0.02% | new | NEW |
| APG Asset Management N.V. | $4.9M | 208,323 | 0.01% | 7q | +38.3%+$1.3M |
| Douglass Winthrop Advisors, LLC | $4.8M | 178,823 | 0.08% | 31q | -1.2%-$56.6K |
Showing the largest 100 of 598 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 551 | $5.3B | 195,801,090 | 84 | 165 | 189 | 0.6% |
| Q1 2026 | 537 | $5.0B | 186,226,049 | 63 | 159 | 218 | 0.9% |
| Q4 2025 | 581 | $5.3B | 202,491,697 | 65 | 179 | 218 | 1.1% |
| Q3 2025 | 564 | $5.6B | 204,450,339 | 71 | 190 | 205 | 0.8% |
| Q2 2025 | 573 | $5.2B | 191,450,204 | 81 | 211 | 180 | 1.5% |
| Q1 2025 | 577 | $6.4B | 186,449,859 | 74 | 220 | 172 | 1.3% |
| Q4 2024 | 567 | $6.5B | 170,678,959 | 73 | 158 | 195 | 0.5% |
| Q3 2024 | 542 | $8.4B | 169,855,994 | 73 | 211 | 142 | 0.4% |
| Q2 2024 | 521 | $7.1B | 162,846,998 | 61 | 174 | 185 | 0.4% |
| Q1 2024 | 542 | $8.4B | 163,001,559 | 58 | 149 | 202 | 0.2% |
| Q4 2023 | 537 | $9.0B | 157,649,516 | 42 | 174 | 168 | 0.1% |
| Q3 2023 | 534 | $8.9B | 154,482,807 | 35 | 137 | 200 | 0.2% |
| Q2 2023 | 548 | $10.1B | 150,975,540 | 40 | 164 | 175 | 0.0% |
| Q1 2023 | 548 | $9.3B | 144,892,647 | 45 | 157 | 191 | 0.0% |
| Q4 2022 | 516 | $8.7B | 132,568,666 | 55 | 170 | 149 | 0.1% |
| Q3 2022 | 655 | $10.2B | 152,385,277 | 52 | 214 | 192 | 0.1% |
| Q2 2022 | 653 | $10.6B | 150,583,656 | 50 | 208 | 205 | 0.0% |
| Q1 2022 | 653 | $10.1B | 151,131,702 | 60 | 200 | 209 | 0.1% |
| Q4 2021 | 651 | $11.1B | 152,136,138 | 63 | 197 | 186 | 0.1% |
| Q3 2021 | 611 | $10.2B | 151,976,944 | 44 | 201 | 186 | 0.1% |
| Q2 2021 | 634 | $11.4B | 152,127,811 | 56 | 167 | 201 | 0.1% |
| Q1 2021 | 638 | $10.3B | 149,708,466 | 55 | 185 | 234 | 0.1% |
| Q4 2020 | 631 | $12.1B | 152,758,357 | 40 | 202 | 196 | 0.2% |
| Q3 2020 | 624 | $11.2B | 149,558,626 | 59 | 169 | 215 | 0.1% |
| Q2 2020 | 597 | $9.5B | 149,924,882 | 64 | 166 | 222 | 0.1% |
| Q1 2020 | 581 | $8.6B | 155,338,260 | 63 | 169 | 204 | 0.1% |
| Q4 2019 | 590 | $10.5B | 155,876,192 | 51 | 158 | 188 | 0.1% |
| Q3 2019 | 558 | $9.5B | 151,055,710 | 58 | 188 | 158 | 0.3% |
| Q2 2019 | 553 | $8.2B | 147,249,593 | 66 | 178 | 165 | 0.2% |
| Q1 2019 | 538 | $7.5B | 141,435,017 | 58 | 184 | 144 | 0.0% |
| Q4 2018 | 508 | $6.4B | 135,777,879 | 6 | 9 | 8 | 0.0% |