Brown Forman BF-B Institutional Ownership

NYSE BF-B

$28.17 +0.07 (+0.25%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

596 Institutions

Increased 283 47.5%

Unchanged 103 17.3%

Reduced 210 35.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

42.73%

▼-0.99 pp QoQ

Shares Held by Institutions

199.26Mn

of 466.34Mn outstanding

▼-1.44% QoQ

Shares Outstanding

466.34Mn

267.07Mn held outside 13F filers

Institutional Investors

596

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

-2.90Mn

distributed since last quarter

Value of Holdings

$5.60Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Brown Forman Corp (NYSE:BF-B) appeared in the 13F filings of 595 institutional investors for the quarter ended June 30, 2026.

Collectively, these holders controlled 42.73% of Brown Forman's outstanding shares in Q2 2026, down from 43.72% in Q1 2026.
Total shares held in Brown Forman fell 1.44% versus Q1 2026, while the number of holders fell 7.32% versus Q2 2025.
Of the 595 holders of BF-B in Q2 2026, 283 added to their positions, 209 reduced their stakes and 103 left their positions unchanged.
Altogether, institutional holders owned 199.26Mn BF-B shares at the end of Q2 2026, down 2.9Mn from the prior quarter and up 12.03Mn from a year earlier.
As of June 30, 2026, the biggest holder of Brown Forman was Vanguard Capital Management LLC with 14.6Mn shares, or 3.13% of shares outstanding.
Holders that added the most shares of Brown Forman in Q2 2026 were Dimensional Fund Advisors LP (+2.32Mn shares), Canada Pension Plan Investment Board (+1.05Mn shares), Goldman Sachs Group Inc (+985.93K shares), Quantinno Capital Management LP (+881.16K shares) and Gotham Asset Management, LLC (+731.88K shares).
Holders that trimmed the most shares of Brown Forman in Q2 2026 while keeping a position were Black Creek Investment Management Inc. (-2.8Mn shares), Citadel Advisors LLC (-2.45Mn shares), Bank of America Corp (-1.41Mn shares), UBS Group AG (-930.36K shares) and JPMorgan Chase & Co (-877.54K shares).
Per Business Quant, the top 10 investors in BF-B for the quarter ended June 30, 2026 were Vanguard Capital Management LLC (14.6Mn shares), Vanguard Portfolio Management LLC (13.4Mn shares), FMR LLC (12.58Mn shares), BlackRock, Inc. (12.16Mn shares), Van Eck Associates Corp (12.1Mn shares), State Street Corp (9.75Mn shares), Invesco Ltd. (8.56Mn shares), Goldman Sachs Group Inc (7.4Mn shares), Dimensional Fund Advisors LP (7.05Mn shares) and ProShare Advisors LLC (5.66Mn shares).

Form 13F Holdings

597 Institutional Holders

Report period 30 Jun, 2026

Total shares held 199.26Mn

Of outstanding 42.73%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	14,597,902	3.13%	▼74,426	-0.51%	$389.03Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	13,396,435	2.87%	▲71,200	+0.53%	$357.01Mn
3	FMR LLC	0000315066	12,577,525	2.70%	▼201,788	-1.58%	$335.19Mn
4	BlackRock, Inc.	0002012383	12,159,629	2.61%	▲92,964	+0.77%	$324.05Mn
5	VAN ECK ASSOCIATES CORP	0000869178	12,095,293	2.59%	▼263,238	-2.13%	$322.34Mn
6	State Street Corp	0000093751	9,748,553	2.09%	▼246,744	-2.47%	$262.07Mn
7	Invesco Ltd.	0000914208	8,559,478	1.84%	▼411,580	-4.59%	$228.11Mn
8	Goldman Sachs Group Inc	0000886982	7,395,364	1.59%	▲985,934	+15.38%	$197.09Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	7,048,225	1.51%	▲2,319,804	+49.06%	$187.86Mn
10	ProShare Advisors LLC	0001357955	5,658,686	1.21%	▼326,757	-5.46%	$150.80Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,501,201	1.18%	▲46,590	+0.85%	$146.38Mn
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	3,530,345	0.76%	▲37,566	+1.08%	$94.08Mn
13	Morgan Stanley	0000895421	3,470,795	0.74%	▼502,655	-12.65%	$92.50Mn
14	Bank of New York Mellon Corp	0001390777	2,829,659	0.61%	▼100,897	-3.44%	$75.41Mn
15	EQUITY INVESTMENT CORP	0001685771	2,590,913	0.56%	▲166,941	+6.89%	$69.05Mn
16	Black Creek Investment Management Inc.	0001528593	2,457,810	0.53%	▼2,800,296	-53.26%	$65.50Mn
17	Bank Of America Corp /De/	0000070858	2,329,276	0.50%	▼1,405,337	-37.63%	$62.08Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,116,924	0.45%	▲8,482	+0.40%	$56.42Mn
19	UBS Group AG	0001610520	2,105,843	0.45%	▼930,359	-30.64%	$56.12Mn
20	WELLINGTON MANAGEMENT GROUP LLP	0000902219	2,045,650	0.44%	▼292,357	-12.50%	$54.52Mn

Showing 1 to 20 of 597 holders