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Security record · archived quarter

BF-B

Brown-Forman Corporation · Consumer Defensive · Beverages - Wineries & Distilleries

29.41 -2.6% mkt cap $13.61B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
142Tracked holders
-6Δ holders
140.12MShares held
$3.71BReported value
+5New positions
−12Exits
Falling Conviction score 30/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.1% · share flow -8.6% · net new positions -4.9% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 14.67M n/a $387.94M 0.0% n/c 1 SEC ↗
2 Fidelity (FMR) ✦ 12.78M -50.2% $337.89M 0.0% ▼ Trim 4 SEC ↗ ×6
3 BlackRock ✦ (passive) 12.07M -16.9% $319.04M 0.0% ▼ Trim 4 SEC ↗ ×20
4 State Street Global Advisors ✦ (passive) 10.00M -11.3% $266.57M 0.0% ▼ Trim 6 SEC ↗
5 Invesco Ltd. 8.97M +37.0% $237.19M 0.0% ▲ Add 2 SEC ↗ ×6
6 Goldman Sachs Group ✦ 6.41M +27.6% $169.47M 0.0% ▲ Add 3 SEC ↗ ×4
7 ProShare Advisors LLC 5.99M +5.5% $158.26M 0.2% ▲ Add 2 SEC ↗
8 Geode Capital Management ✦ (passive) 5.45M +1.2% $144.00M 0.0% ▲ Add 8 SEC ↗ ×2
9 Dimensional Fund Advisors Lp 4.73M +127.7% $125.03M 0.0% ▲ Add 2 SEC ↗ ×5
10 Morgan Stanley ✦ 3.97M -26.5% $105.06M 0.0% ▼ Trim 3 SEC ↗ ×11
11 Bank Of America Corp /De/ 3.73M +29.6% $98.74M 0.0% ▲ Add 2 SEC ↗ ×5
12 Massachusetts Financial Services Co… 3.49M +49.2% $92.35M 0.0% ▲ Add 2 SEC ↗ ×3
13 UBS Group AG 3.04M -32.0% $80.28M 0.0% ▼ Trim 2 SEC ↗ ×4
14 Bank of New York Mellon Corp 2.93M -1.2% $77.48M 0.0% ▼ Trim 2 SEC ↗ ×15
15 Citadel Advisors ✦ 2.58M +631.4% $68.20M 0.0% ▲ Add 7 SEC ↗ ×2
16 Wellington Management ✦ 2.34M -7.6% $61.82M 0.0% ▼ Trim 8 SEC ↗ ×4
17 Charles Schwab Investment… 2.11M -58.4% $55.75M 0.0% ▼ Trim 2 SEC ↗ ×2
18 Point72 Asset Management ✦ 1.85M +451.9% $48.87M 0.1% ▲ Add 2 SEC ↗
19 Caisse De Depot Et Placement Du… 1.82M New $48.09M 0.1% New 1 SEC ↗
20 Deutsche Bank Ag\ 1.79M +14.0% $47.31M 0.0% ▲ Add 2 SEC ↗ ×5
21 Northern Trust Corp 1.69M -16.7% $44.80M 0.0% ▼ Trim 2 SEC ↗ ×6
22 JPMorgan Chase ✦ 1.53M +14.0% $40.79M 0.0% ▲ Add 3 SEC ↗ ×14
23 D. E. Shaw & Co. ✦ 1.51M -52.8% $39.93M 0.0% ▼ Trim 8 SEC ↗ ×2
24 Grantham, Mayo, Van Otterloo & Co.… 1.44M +7.5% $38.06M 0.1% ▲ Add 2 SEC ↗
25 Nomura Asset Management Co Ltd 1.36M +0.5% $36.08M 0.1% ▲ Add 2 SEC ↗
26 Wells Fargo & Company/Mn 1.21M -53.2% $31.93M 0.0% ▼ Trim 2 SEC ↗ ×5
27 FIL Ltd 1.14M New $30.04M 0.0% New 1 SEC ↗
28 Baird Financial Group, Inc. 835.60K +195.0% $22.09M 0.0% ▲ Add 2 SEC ↗ ×3
29 Victory Capital Management Inc 705.90K +9.5% $18.66M 0.0% ▲ Add 2 SEC ↗
30 UBS AM, a distinct business unit of… 691.66K -69.7% $18.29M 0.0% ▼ Trim 2 SEC ↗ ×9
31 Cerity Partners LLC 659.36K +8.8% $17.43M 0.0% ▲ Add 2 SEC ↗ ×3
32 Citigroup Inc 641.11K -64.0% $16.95M 0.0% ▼ Trim 2 SEC ↗ ×3
33 Envestnet Asset Management Inc 620.11K +10.1% $16.40M 0.0% ▲ Add 2 SEC ↗
34 Hrt Financial Lp 573.60K New $15.16M 0.0% New 1 SEC ↗
35 Raymond James Financial Inc 572.46K +30.5% $15.14M 0.0% ▲ Add 2 SEC ↗ ×2
36 First Trust Advisors Lp 553.56K +11.3% $14.64M 0.0% ▲ Add 2 SEC ↗
37 Pnc Financial Services Group, Inc. 521.91K -5.5% $13.80M 0.0% ▼ Trim 2 SEC ↗ ×6
38 Barclays Plc 509.41K +12.1% $13.47M 0.0% ▲ Add 2 SEC ↗ ×3
39 Markel Group ✦ 474.19K 0.0% $12.54M 0.1% Held 8 SEC ↗ ×2
40 Royal Bank Of Canada 473.51K -3.6% $12.52M 0.0% ▼ Trim 2 SEC ↗ ×7
41 Arrowstreet Capital ✦ 469.08K +1025.5% $12.40M 0.0% ▲ Add 2 SEC ↗
42 Nuveen, LLC 457.29K +17.2% $12.09M 0.0% ▲ Add 2 SEC ↗ ×3
43 Legal & General Group Plc 454.34K -49.3% $12.01M 0.0% ▼ Trim 2 SEC ↗ ×3
44 Rhumbline Advisers 444.55K +1.7% $11.75M 0.0% ▲ Add 2 SEC ↗
45 State Of Wisconsin Investment Board 441.05K +25.8% $11.66M 0.0% ▲ Add 2 SEC ↗
46 New York State Common Retirement… 406.52K +440.8% $10.75M 0.0% ▲ Add 2 SEC ↗
47 Stifel Financial Corp 401.33K +10.7% $10.61M 0.0% ▲ Add 2 SEC ↗ ×3
48 Mitsubishi UFJ Asset Management… 396.36K -25.9% $10.48M 0.0% ▼ Trim 2 SEC ↗
49 Swiss National Bank 349.82K -29.5% $9.25M 0.0% ▼ Trim 2 SEC ↗
50 Mariner, LLC 315.88K -2.4% $8.35M 0.0% ▼ Trim 2 SEC ↗
51 T. Rowe Price ✦ 307.24K -1.3% $8.12M 0.0% ▼ Trim 8 SEC ↗ ×2
52 Quantinno Capital Management LP 298.74K +1.3% $7.90M 0.0% ▲ Add 2 SEC ↗
53 Bnp Paribas Financial Markets 293.98K -19.8% $7.77M 0.0% ▼ Trim 2 SEC ↗
54 Bank Of Montreal /Can/ 292.83K -6.0% $7.74M 0.0% ▼ Trim 2 SEC ↗ ×8
55 Marshall Wace ✦ 286.21K +749.3% $7.57M 0.0% ▲ Add 8 SEC ↗ ×2
56 Holocene Advisors, LP 277.36K +1338.3% $7.33M 0.0% ▲ Add 2 SEC ↗
57 Susquehanna International Group, Llp 265.11K +379.0% $7.01M 0.0% ▲ Add 2 SEC ↗
58 American Century Companies Inc 255.33K +166.9% $6.75M 0.0% ▲ Add 2 SEC ↗
59 Principal Financial Group Inc 246.73K +4.6% $6.52M 0.0% ▲ Add 2 SEC ↗ ×2
60 Hsbc Holdings Plc 226.83K -65.6% $6.00M 0.0% ▼ Trim 2 SEC ↗ ×5
61 California State Teachers… 213.82K -36.4% $5.65M 0.0% ▼ Trim 2 SEC ↗
62 Creative Planning 207.38K +63.6% $5.48M 0.0% ▲ Add 2 SEC ↗ ×2
63 AQR Capital Management ✦ 181.26K -30.6% $4.79M 0.0% ▼ Trim 8 SEC ↗ ×6
64 Sumitomo Mitsui Trust Group, Inc. 177.87K -65.6% $4.70M 0.0% ▼ Trim 2 SEC ↗
65 State Board Of Administration Of… 177.33K -7.7% $4.69M 0.0% ▼ Trim 2 SEC ↗
66 Ameriprise Financial Inc 157.22K +33.2% $4.16M 0.0% ▲ Add 2 SEC ↗ ×2
67 Manufacturers Life Insurance… 157.07K -4.3% $4.15M 0.0% ▼ Trim 2 SEC ↗
68 Adage Capital Partners ✦ 152.43K -4.1% $4.03M 0.0% ▼ Trim 8 SEC ↗
69 Alliancebernstein L.P. 149.52K -28.0% $3.90M 0.0% ▼ Trim 2 SEC ↗
70 Gotham Asset Management ✦ 144.64K -32.9% $3.82M 0.0% ▼ Trim 8 SEC ↗
71 LPL Financial LLC 142.88K -3.5% $3.78M 0.0% ▼ Trim 2 SEC ↗
72 PFA Pension, Forsikringsaktieselskab 138.97K +0.3% $3.67M 0.0% ▲ Add 2 SEC ↗
73 Man Group plc 128.74K +1526.9% $3.40M 0.0% ▲ Add 2 SEC ↗
74 Swedbank AB 125.40K +1373.3% $3.32M 0.0% ▲ Add 2 SEC ↗
75 Brown Advisory Inc 113.67K +4.6% $3.01M 0.0% ▲ Add 2 SEC ↗
76 HighTower Advisors, LLC 112.26K +5.0% $2.97M 0.0% ▲ Add 2 SEC ↗
77 CIBC Bancorp USA Inc. 107.21K n/a $2.83M 0.0% n/c 1 SEC ↗ ×3
78 Amundi 103.76K -84.3% $2.74M 0.0% ▼ Trim 2 SEC ↗
79 Neuberger Berman Group LLC 99.34K -19.6% $2.63M 0.0% ▼ Trim 2 SEC ↗ ×2
80 Osaic Holdings, Inc. 93.98K +89.5% $2.48M 0.0% ▲ Add 2 SEC ↗ ×4
81 Prudential Financial Inc 87.58K -4.0% $2.45M 0.0% ▼ Trim 2 SEC ↗ ×2
82 Two Sigma Investments ✦ 91.44K +17.8% $2.42M 0.0% ▲ Add 3 SEC ↗
83 Chevy Chase Trust Holdings, LLC 86.84K -5.6% $2.30M 0.0% ▼ Trim 2 SEC ↗ ×2
84 Mirae Asset Global Investments Co.… 85.95K +28.3% $2.27M 0.0% ▲ Add 2 SEC ↗ ×2
85 Universal- Beteiligungs- und… 82.33K -45.0% $2.21M 0.0% ▼ Trim 2 SEC ↗
86 Janus Henderson Group Plc 81.49K -5.4% $2.15M 0.0% ▼ Trim 2 SEC ↗
87 National Bank Of Canada /Fi/ 73.75K +35.1% $1.95M 0.0% ▲ Add 2 SEC ↗ ×3
88 Fifth Third Bancorp 68.88K +96.7% $1.82M 0.0% ▲ Add 2 SEC ↗
89 Cibc World Market Inc. 60.12K +45.2% $1.59M 0.0% ▲ Add 2 SEC ↗
90 Franklin Resources Inc 56.35K -11.1% $1.49M 0.0% ▼ Trim 2 SEC ↗ ×7
91 Us Bancorp \De\ 54.48K +29.7% $1.44M 0.0% ▲ Add 2 SEC ↗ ×3
92 Mercer Global Advisors Inc /Adv 51.78K +30.9% $1.37M 0.0% ▲ Add 2 SEC ↗
93 Canada Pension Plan Investment Board 49.21K +203.6% $1.30M 0.0% ▲ Add 2 SEC ↗
94 Zurcher Kantonalbank (Zurich… 46.23K -59.8% $1.22M 0.0% ▼ Trim 2 SEC ↗
95 Russell Investments Group, Ltd. 45.74K -73.4% $1.21M 0.0% ▼ Trim 2 SEC ↗ ×7
96 Capstone Investment Advisors, Llc 43.68K New $1.15M 0.0% New 1 SEC ↗
97 CIBC Asset Management Inc 43.13K -13.9% $1.14M 0.0% ▼ Trim 2 SEC ↗
98 Pictet Asset Management Holding SA 41.59K -50.5% $1.10M 0.0% ▼ Trim 2 SEC ↗
99 Cetera Investment Advisers 39.42K -5.4% $1.04M 0.0% ▼ Trim 2 SEC ↗
100 Sei Investments Co 38.81K -51.8% $1.03M 0.0% ▼ Trim 2 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Norges Bank $43.99M was 0.0%
Lazard Asset Management Llc $9.18M was 0.0%
Aviva Plc $4.93M was 0.0%
Mitsubishi UFJ Trust &… $4.46M was 0.0%
Korea Investment CORP $2.16M was 0.0%
Royal London Asset Management… $1.98M was 0.0%
Balyasny Asset Management L.P. $657,103 was 0.0%
Credit Agricole S A $465,979 was 0.0%
Millennium Management $461,757 was 0.0%
Nordea Investment Management… $338,190 was 0.0%
Bank Of Nova Scotia $321,815 was 0.0%
Allianz Asset Management GmbH $208,949 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.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API