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Brown-Forman Corp (BF/A)

CUSIP: 115637100 | NYSE | Consumer Defensive · Beverages - Wineries & Distilleries | Large Cap | 661 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AWolf Pen Branch, LP101,601,48060.3%New 5%+ stakeJun 3, 2026No 13F filer matched
13D/AWolf Pen Branch, LP101,601,480
60.3% of class · Jun 3, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Lindsell Train Ltd1,941,817
2.2% of portfolio›$52.1M
Markel Group Inc.843,000
0.2% of portfolio›$22.6M
Dimensional Fund Advisors LP790,246
0.0% of portfolio›$21.2M
Bank of New York Mellon Corp606,226
0.0% of portfolio›$16.3M
Glenview Trust Co502,991
0.2% of portfolio›$13.5M
Grace & White Inc110,355
0.5% of portfolio›$3.0M
Harvey Investment Co LLC85,524
0.0% of portfolio›$2.3K
King Luther Capital Management Corp66,500
0.0% of portfolio›$1.8M
Rudd Co d/b/a Styre Wealth64,101
1.8% of portfolio›$1.9M
Ethic Inc.46,938
0.0% of portfolio›$1.3M
TCV Trust & Wealth Management, Inc.45,400
0.1% of portfolio›$1.2M
State of New Jersey Common Pension Fund D40,500
0.0% of portfolio›$1.1M
Boston Trust Walden Corp32,400
0.0% of portfolio›$869.3K
Williams Jones Wealth Management, Llc.32,300
0.0% of portfolio›$866.6K
Commonwealth Equity Services, LLC29,367
0.0% of portfolio›$787.9K
US Bancorp \de\21,544
0.0% of portfolio›$578.0K
Kennon-Green & Company, LLC21,135
0.4% of portfolio›$567.1K
Atlas Brown,Inc.20,351
0.1% of portfolio›$546.0K
Daymark Wealth Partners, LLC20,134
0.0% of portfolio›$540.2K
HUB Investment Partners, LLC18,566
0.0% of portfolio›$498.1K
Parthenon LLC18,200
0.1% of portfolio›$488.3K
Private Trust Co NA18,047
0.0% of portfolio›$484.2K
Lido Advisors, LLC14,325
0.0% of portfolio›$384.3K
Cherokee Insurance Co12,000
0.1% of portfolio›$322.0K
Arizona State Retirement System10,915
0.0% of portfolio›$292.8K
Barlow Wealth Partners, LLC10,769
0.0% of portfolio›$289.7K
Tobam10,432
0.0% of portfolio›$280
Sippican Capital Advisors10,142
0.2% of portfolio›$272.1K
KPP Advisory Services LLC10,028
0.0% of portfolio›$269.1K
Wealth Enhancement Advisory Services, LLC9,580
0.0% of portfolio›$259.3K
Keybank National Association9,255
0.0% of portfolio›$248.3K
Creative Planning9,249
0.0% of portfolio›$248.1K
Gamma Investing LLC8,748
0.0% of portfolio›$234.7K
Pictet Asset Management Holding SA8,076
0.0% of portfolio›$216.7K
J.W. Cole Advisors, Inc.7,985
0.0% of portfolio›$214.2K
Legacy Financial Independent Advisors LLC7,683
0.1% of portfolio›$206.1K
Boit C F David6,160
0.1% of portfolio›$165.3K
Independence Bank of Kentucky5,828
0.0% of portfolio›$156.4K
Citigroup Inc4,174
0.0% of portfolio›$112.0K
EverSource Wealth Advisors, LLC2,130
0.0% of portfolio›$57.1K
Barrett & Company, Inc.2,110
0.0% of portfolio›$56.6K
Fifth Third Bancorp2,099
0.0% of portfolio›$56.3K
Nisa Investment Advisors, LLC2,037
0.0% of portfolio›$55.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,595
0.0% of portfolio›$42.8K
Eastern Bank1,540
0.0% of portfolio›$41.3K
Sterling Capital Management LLC1,228
0.0% of portfolio›$32.9K
Versant Capital Management, Inc1,106
0.0% of portfolio›$29.7K
Trust Co of Vermont900
0.0% of portfolio›$24.1K
Lanark Financial, Inc.661
0.0% of portfolio›$17.7K
Jnba Financial Advisors591
0.0% of portfolio›$15.9K
Strs Ohio590
0.0% of portfolio›$15.8K
Gleason Group, Inc.561
0.0% of portfolio›$15.1K
Financial Perspectives, Inc500
0.0% of portfolio›$13.4K
Larson Financial Group LLC488
0.0% of portfolio›$13.1K
Elevation Wealth Partners, LLC460
0.0% of portfolio›$12.3K
Root Financial Partners, LLC435
0.0% of portfolio›$11.7K
Assetmark, Inc334
0.0% of portfolio›$9.0K
Caldwell Trust Co305
0.0% of portfolio›$8.2K
MassMutual Private Wealth & Trust, FSB266
0.0% of portfolio›$7.1K
AlphaCore Capital LLC254
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC225
0.0% of portfolio›$6.0K
Essential Partners LLC189
0.0% of portfolio›$5.1K
Bokf, NA174
0.0% of portfolio›$4.7K
Private Wealth Management Group, LLC145
0.0% of portfolio›$3.9K
Golden State Wealth Management, LLC120
0.0% of portfolio›$3.2K
SJS Investment Consulting Inc.87
0.0% of portfolio›$2.3K
Fortitude Family Office, LLC69
0.0% of portfolio›$1.9K
Manchester Capital Management LLC56
0.0% of portfolio›$1.5K
Parallel Advisors, LLC55
0.0% of portfolio›$1.5K
Activest Wealth Management49
0.0% of portfolio›$1.3K
Pinnacle Wealth Planning Services, Inc.47
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC42
0.0% of portfolio›$1.1K
Parkside Financial Bank & Trust39
0.0% of portfolio›$1.0K
Birch Financial Group, LLC36
0.0% of portfolio›$969
Provenance Wealth Advisors, LLC24
0.0% of portfolio›$644
Bay Harbor Wealth Management, LLC24
0.0% of portfolio›$649
DiNuzzo Private Wealth, Inc.22
0.0% of portfolio›$591
FNY Investment Advisers, LLC20
0.0% of portfolio›$0
Buck Wealth Strategies, LLC18
0.0% of portfolio›$483
James T. Borello RIA17
0.0% of portfolio›$456
Ascentis Wealth Management, LLC16
0.0% of portfolio›$429
IFP Advisors, Inc14
0.0% of portfolio›$376
MV Capital Management, Inc.12
0.0% of portfolio›$322
Elyxium Wealth, LLC8
0.0% of portfolio›$215
True Wealth Design, LLC8
0.0% of portfolio›$215
DecisionPoint Financial, LLC4
0.0% of portfolio›$107
Monetary Solutions, Ltd2
0.0% of portfolio›$54
Maryland Capital Advisors Inc.1
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Lindsell Train Ltd
1,941,817$52.1M2.2%ValueVery LowLondon, United Kingdom2026-11-02
Markel Group Inc.
843,000$22.6M0.2%CoreVery LowGlen Allen, VA2026-10-30
Dimensional Fund Advisors LP
790,246$21.2M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
606,226$16.3M0.0%CoreLowNew York, NY2026-11-05
Glenview Trust Co
502,991$13.5M0.2%GrowthVery LowLouisville, KY2026-10-28
Grace & White Inc
110,355$3.0M0.5%Deep ValueVery LowNy, NY2026-10-23
Harvey Investment Co LLC
85,524$2.3K0.0%CoreVery LowLouisville, KY2026-10-20
King Luther Capital Management Corp
66,500$1.8M0.0%CoreLowFort Worth, TX2026-11-05
Rudd Co d/b/a Styre Wealth
64,101$1.9M1.8%ValueN/AFort Worth, TX2026-10-29
Ethic Inc.
46,938$1.3M0.0%CoreLowNew York, NY2026-11-03
TCV Trust & Wealth Management, Inc.
45,400$1.2M0.1%CoreVery LowRichmond, VA2026-10-16
State of New Jersey Common Pension Fund D
40,500$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Boston Trust Walden Corp
32,400$869.3K0.0%CoreLowBoston, MA2026-10-30
Williams Jones Wealth Management, Llc.
32,300$866.6K0.0%GrowthLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
29,367$787.9K0.0%ETFLowWaltham, MA2026-11-02
US Bancorp \de\
21,544$578.0K0.0%IndexLowMinneapolis, MN2026-11-05
Kennon-Green & Company, LLC
21,135$567.1K0.4%ValueLowNew Albany, OH2026-10-05
Atlas Brown,Inc.
20,351$546.0K0.1%GrowthLowLouisville, KY2026-10-09
Daymark Wealth Partners, LLC
20,134$540.2K0.0%CoreLowCincinnati, OH2026-11-04
HUB Investment Partners, LLC
18,566$498.1K0.0%GrowthLowAustin, TX2026-11-03
Parthenon LLC
18,200$488.3K0.1%CoreVery LowLouisville, KY2026-10-22
Private Trust Co NA
18,047$484.2K0.0%CoreLowCleveland, OH2026-10-20
Lido Advisors, LLC
14,325$384.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Cherokee Insurance Co
12,000$322.0K0.1%ValueVery LowSterling Heights, MI2026-11-05
Arizona State Retirement System
10,915$292.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Barlow Wealth Partners, LLC
10,769$289.7K0.0%CoreMediumLouisville, KY2026-10-15
Tobam
10,432$2800.0%ValueHighParis, India2026-11-03
Sippican Capital Advisors
10,142$272.1K0.2%ValueLowBoston, MA2026-10-23
KPP Advisory Services LLC
10,028$269.1K0.0%GrowthMediumLouisville, KY2026-10-26
Wealth Enhancement Advisory Services, LLC
9,580$259.3K0.0%CoreLowPlymouth, MN2026-10-13
Keybank National Association
9,255$248.3K0.0%CoreLowBrooklyn, OH2026-11-04
Creative Planning
9,249$248.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Gamma Investing LLC
8,748$234.7K0.0%IndexVery LowFoster City, CA2026-10-08
Pictet Asset Management Holding SA
8,076$216.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
J.W. Cole Advisors, Inc.
7,985$214.2K0.0%IndexLowTampa, FL2026-11-05
Legacy Financial Independent Advisors LLC
7,683$206.1K0.1%CoreN/ALouisville, KY2026-11-02
Boit C F David
6,160$165.3K0.1%CoreVery LowBoston, MA2026-10-29
Independence Bank of Kentucky
5,828$156.4K0.0%GrowthLowOwensboro, KY2026-10-26
Citigroup Inc
4,174$112.0K0.0%CoreMediumNew York, NY2026-11-04
EverSource Wealth Advisors, LLC
2,130$57.1K0.0%CoreMediumBirmingham, AL2026-11-04
Barrett & Company, Inc.
2,110$56.6K0.0%ETFLowProvidence, RI2026-10-22
Fifth Third Bancorp
2,099$56.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Nisa Investment Advisors, LLC
2,037$55.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,595$42.8K0.0%GrowthVery LowBoston, MA2026-10-23
Eastern Bank
1,540$41.3K0.0%GrowthMediumBoston, MA2026-10-05
Sterling Capital Management LLC
1,228$32.9K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
1,106$29.7K0.0%GARPLowPhoenix, AZ2026-10-02
Trust Co of Vermont
900$24.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Lanark Financial, Inc.
661$17.7K0.0%CoreMediumBirmingham, AL2026-10-26
Jnba Financial Advisors
591$15.9K0.0%ETFMediumBloomington, MN2026-11-03
Strs Ohio
590$15.8K0.0%CoreMediumColumbus, OH2026-10-30
Gleason Group, Inc.
561$15.1K0.0%ETFVery LowProspect, KY2026-10-15
Financial Perspectives, Inc
500$13.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Larson Financial Group LLC
488$13.1K0.0%GrowthLowSt Louis, MO2026-11-05
Elevation Wealth Partners, LLC
460$12.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
435$11.7K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
334$9.0K0.0%ETFLowConcord, CA2026-10-21
Caldwell Trust Co
305$8.2K0.0%GrowthLowVenice, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
266$7.1K0.0%CoreLowSpringfield, MA2026-10-05
AlphaCore Capital LLC
254$6.9K0.0%ETFLowLa Jolla, CA2026-11-04
Farther Finance Advisors, LLC
225$6.0K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
189$5.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bokf, NA
174$4.7K0.0%CoreLowTulsa, OK2026-10-27
Private Wealth Management Group, LLC
145$3.9K0.0%ETFLowPrinceton, NJ2026-10-19
Golden State Wealth Management, LLC
120$3.2K0.0%ETFMediumSanta Ana, CA2026-11-02
SJS Investment Consulting Inc.
87$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
69$1.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Manchester Capital Management LLC
56$1.5K0.0%CoreLowManchester, VT2026-10-22
Parallel Advisors, LLC
55$1.5K0.0%IndexLowSan Francisco, CA2026-11-03
Activest Wealth Management
49$1.3K0.0%ETFLowAventura, FL2026-10-15
Pinnacle Wealth Planning Services, Inc.
47$1.3K0.0%GARPLowMansfield, OH2026-10-27
Creative Capital Management Investments LLC
42$1.1K0.0%ETFLowSan Diego, CA2026-10-28
Parkside Financial Bank & Trust
39$1.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Birch Financial Group, LLC
36$9690.0%CoreLowKeene, NH2026-10-27
Provenance Wealth Advisors, LLC
24$6440.0%ETFLowFort Lauderdale, FL2026-10-30
Bay Harbor Wealth Management, LLC
24$6490.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
22$5910.0%ETFLowBeaver, PA2026-10-16
FNY Investment Advisers, LLC
20$00.0%GrowthVery HighNew York, NY2026-10-16
Buck Wealth Strategies, LLC
18$4830.0%ValueMediumDenver, CO2026-10-28
James T. Borello RIA
17$4560.0%ETFVery LowEast Dundee, IL2026-10-16
Ascentis Wealth Management, LLC
16$4290.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
14$3760.0%GrowthLowTampa, FL2026-10-16
MV Capital Management, Inc.
12$3220.0%ETFLowBethesda, MD2026-10-29
Elyxium Wealth, LLC
8$2150.0%GrowthVery LowBeverly Hills, CA2026-10-27
True Wealth Design, LLC
8$2150.0%ETFMediumAkron, OH2026-10-13
DecisionPoint Financial, LLC
4$1070.0%ETFVery LowMesa, AZ2026-10-27
Monetary Solutions, Ltd
2$540.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
1$270.0%ETFVery LowChester, MD2026-10-15