BROWN FORMAN CORP (BFB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $27.2M | 1,038,997 | 0.46% | 9q | -9.8%-$3.0M |
| Atlas Brown,Inc. | $751.0K | 28,665 | 0.20% | 32q | HELD |
| Venture Visionary Partners LLC | $618.1K | 23,591 | 0.02% | 28q | HELD |
| GAMMA Investing LLC | $384.4K | 14,670 | 0.01% | 12q | HELD |
| Versant Capital Management, Inc | $188.6K | 7,197 | 0.02% | 32q | +8.1%+$14.1K |
| AMERICAN NATIONAL BANK & TRUST | $121.5K | 4,637 | 0.01% | 17q | -58.3%-$169.9K |
| TOTH FINANCIAL ADVISORY CORP | $120.1K | 4,583 | 0.01% | 32q | +52.6%+$41.4K |
| Farther Finance Advisors, LLC | $53.2K | 2,030 | 0.00% | 16q | -57.6%-$72.3K |
| Bullock Wealth Management Group | $17.1K | 660 | 0.01% | 11q | +0.8% |
| MassMutual Private Wealth & Trust, FSB | $14.8K | 563 | 0.00% | 32q | +5.6% |
| GK Wealth Management LLC | $12.3K | 469 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $11.1K | 423 | 0.00% | 5q | +1108.6%+$10.2K |
| CoreCap Advisors, LLC | $9.2K | 352 | 0.00% | 9q | +425.4%+$7.5K |
| Trust Co | $7.2K | 275 | 0.00% | 4q | -33.7%-$3.7K |
| GoalVest Advisory LLC | $6.7K | 255 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $3.3K | 126 | 0.00% | 3q | HELD |
| Investors Research Corp | $1.5K | 57 | 0.00% | 18q | HELD |
| Grove Bank & Trust | $1.2K | 46 | 0.00% | 8q | HELD |
| Planning Strategies Inc. | $52 | 2 | 0.00% | 2q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-21 | 2026-09-17 | Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $29.5M | 1,127,598 | 2 | 6 | 4 | 0.0% |
| Q2 2026 | 600 | $5.7B | 213,096,491 | 92 | 183 | 198 | 0.7% |
| Q1 2026 | 581 | $5.4B | 203,802,727 | 67 | 174 | 229 | 0.8% |
| Q4 2025 | 640 | $5.8B | 219,748,176 | 69 | 194 | 237 | 1.0% |
| Q3 2025 | 629 | $5.9B | 216,141,022 | 76 | 203 | 231 | 0.8% |
| Q2 2025 | 641 | $5.4B | 197,842,300 | 86 | 230 | 204 | 1.5% |
| Q1 2025 | 648 | $6.8B | 198,799,939 | 82 | 245 | 192 | 1.2% |
| Q4 2024 | 640 | $7.1B | 184,922,053 | 79 | 176 | 222 | 0.5% |
| Q3 2024 | 615 | $9.3B | 188,755,485 | 83 | 229 | 164 | 0.4% |
| Q2 2024 | 588 | $7.6B | 174,732,249 | 67 | 192 | 204 | 0.3% |
| Q1 2024 | 614 | $8.7B | 169,055,284 | 62 | 165 | 235 | 0.2% |
| Q4 2023 | 617 | $9.3B | 163,157,721 | 47 | 198 | 193 | 0.1% |
| Q3 2023 | 620 | $9.2B | 159,476,537 | 37 | 159 | 232 | 0.2% |
| Q2 2023 | 651 | $10.5B | 157,223,208 | 49 | 196 | 207 | 0.0% |
| Q1 2023 | 657 | $9.9B | 153,587,376 | 49 | 191 | 226 | 0.0% |
| Q4 2022 | 675 | $10.0B | 152,773,886 | 66 | 215 | 212 | 0.1% |
| Q3 2022 | 656 | $10.2B | 152,388,304 | 52 | 214 | 192 | 0.1% |
| Q2 2022 | 654 | $10.6B | 150,586,683 | 50 | 208 | 205 | 0.0% |
| Q1 2022 | 654 | $10.1B | 151,134,729 | 60 | 200 | 209 | 0.1% |
| Q4 2021 | 652 | $11.1B | 152,139,165 | 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% |