BF-B
Brown-Forman Corporation · Consumer Defensive · Beverages - Wineries & Distilleries
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +20.8% ·
net new positions -7.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 169.72K | $4.48M | n/a | −1 |
| Q2 2026 | 135 | -3 | 139.22M | $3.71B | +10 | −14 |
| Q1 2026 | 142 | -6 | 140.12M | $3.71B | +5 | −12 |
| Q4 2025 | 148 | +2 | 170.59M | $4.45B | +3 | n/a |
| Q3 2025 | 21 | 0 | 104.90M | $2.84B | +1 | −2 |
| Q2 2025 | 19 | 0 | 84.81M | $2.28B | n/a | n/a |
| Q1 2025 | 16 | -1 | 27.34M | $930.22M | +1 | −2 |
| Q4 2024 | 17 | +2 | 26.57M | $1.01B | +2 | n/a |
| Q3 2024 | 14 | -1 | 14.56M | $715.82M | +1 | −2 |
| Q2 2024 | 15 | n/a | 12.05M | $520.04M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 4.21M | +1.6% | $206.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 3.90M | +1.2% | $191.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Millennium Management ✦ | 2.66M | +6392.3% | $131.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 2.10M | +1.3% | $103.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 681.33K | +10.0% | $33.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Markel Group ✦ | 474.19K | 0.0% | $23.33M | 0.2% | Held | 2 | SEC ↗ ×2 |
| 7 | Adage Capital Partners ✦ | 172.83K | +0.6% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 149.99K | -47.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Gotham Asset Management ✦ | 92.21K | +14.2% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 89.78K | -29.7% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | GAMCO Investors ✦ | 14.47K | -1.4% | $711,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 7.50K | -29.4% | $369,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 4.59K | -90.9% | $225,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 1.76K | New | $86,838 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $86,838 | 0.0% |
Exited
| Arrowstreet Capital | $3.03M | was 0.0% |
| Two Sigma Investments | $1.48M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 575 holders, 200.75M shares, $4.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.