Brown Forman Corp. 13F holders
599 funds reported a position in Brown Forman Corp. in their 13F for the quarter ended 30 June 2026, together 199.5 million shares worth $5.32 billion. Against the quarter before, 72 opened a position, 186 added, 215 trimmed and 75 sold out; together they sold a net 3.7 million shares. The largest holders: Vanguard Capital Management LLC, Vanguard Portfolio Management LLC and FMR LLC.
Funds holding599+14 on Q1 2026
Shares they held199.5Mworth $5.32 billion
Net sold on the quarter3.7M sharesabout $98.6 million at the funds' values
Funds buying to selling258 to 290opened or added, to cut or sold
Opened 72Added 186Held 121Trimmed 215Sold out 75
What each fund did in BF.B against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BF.B in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 280 reported a position in Brown Forman Corp.: 23 opened one, 101 added, 69 trimmed and 34 sold out, a net 5.2 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Brown Forman Corp. in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 12.6 million shares worth $335.2 million, 0.0% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 253,344 shares, about $6.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 12,577,525 | $335.2 million | 0.0% | -201,788 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 5,754,545 | $150.5 million | 0.0% | +253,344 | added | 30 September 2026 | 13F |
| Norges Bank | 1,293,650 | $34.5 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Millennium Management | 1,214,645 | $32.4 million | 0.0% | +1,214,645 | new | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 1,089,873 | $29.0 million | 0.0% | -758,429 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 131,865 | $3.5 million | 0.0% | -2,447,677 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 90,543 | $2.4 million | 0.0% | -900 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 90,524 | $2.4 million | 0.0% | +72,123 | added | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 14,597,902 | 7.32% | $389.0 million | 0.01% | -74,426 | 13F |
| Vanguard Portfolio Management LLC | 13,396,435 | 6.72% | $357.0 million | 0.02% | +71,200 | 13F |
| FMR LLC | 12,577,525 | 6.30% | $335.2 million | 0.01% | -201,788 | 13F |
| BlackRock, Inc. | 12,159,629 | 6.10% | $324.1 million | 0.01% | +92,964 | 13F |
| Van Eck Associates Corp. | 12,095,293 | 6.06% | $322.3 million | 0.20% | -263,238 | 13F |
| State Street Corp. | 9,748,553 | 4.89% | $262.1 million | 0.01% | -246,744 | 13F |
| Invesco Ltd. | 8,559,478 | 4.29% | $228.1 million | 0.02% | -411,580 | 13F |
| Goldman Sachs Group Inc. | 7,395,364 | 3.71% | $197.1 million | 0.02% | +985,934 | 13F |
| Dimensional Fund Advisors LP | 7,048,225 | 3.53% | $187.9 million | 0.03% | +2,319,804 | 13F |
| ProShare Advisors LLC | 5,658,686 | 2.84% | $150.8 million | 0.22% | -326,757 | 13F |
| Geode Capital Management, LLC | 5,501,201 | 2.76% | $146.4 million | 0.01% | +46,590 | 13F |
| Massachusetts Financial Services Co. | 3,530,345 | 1.77% | $94.1 million | 0.03% | +37,566 | 13F |
| Morgan Stanley | 3,470,795 | 1.74% | $92.5 million | 0.01% | -502,655 | 13F |
| Bank of New York Mellon Corp | 2,829,659 | 1.42% | $75.4 million | 0.01% | -100,897 | 13F |
| Equity Investment Corp. | 2,590,913 | 1.30% | $69.0 million | 1.32% | +166,941 | 13F |
| Black Creek Investment Management Inc. | 2,457,810 | 1.23% | $65.5 million | 3.68% | -2,800,296 | 13F |
| Bank of America Corp. | 2,329,276 | 1.17% | $62.1 million | 0.00% | -1,405,337 | 13F |
| Charles Schwab Investment Management Inc. | 2,116,924 | 1.06% | $56.4 million | 0.01% | +8,482 | 13F |
| UBS Group AG | 2,105,843 | 1.06% | $56.1 million | 0.01% | -930,359 | 13F |
| Wellington Management Group LLP | 2,045,650 | 1.03% | $54.5 million | 0.01% | -292,357 | 13F |
| Ruffer LLP | 1,931,956 | 0.97% | $51.4 million | 1.82% | -799,920 | 13F |
| Vest Financial, LLC | 1,688,989 | 0.85% | $45.0 million | 0.47% | -159,789 | 13F |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,666,644 | 0.84% | $44.4 million | 0.10% | +226,994 | 13F |
| Northern Trust Corp. | 1,585,516 | 0.79% | $42.3 million | 0.01% | -108,752 | 13F |
| Pureheart Capital Pte Ltd. | 1,442,248 | 0.72% | $38.4 million | 17.34% | new | 13F |
| FIL Ltd | 1,388,235 | 0.70% | $37.0 million | 0.03% | +252,235 | 13F |
| J. Safra Sarasin Holding AG | 1,570,661 | 0.79% | $36.8 million | 0.53% | -17,987 | 13F |
| Lindsell Train Ltd | 1,379,324 | 0.69% | $36.8 million | 1.40% | -196,725 | 13F |
| Nomura Asset Management Co. Ltd | 1,297,920 | 0.65% | $34.6 million | 0.07% | -66,507 | 13F |
| Norges Bank | 1,293,650 | 0.65% | $34.5 million | 0.00% | 13F | |
| Millennium Management LLC | 1,214,645 | 0.61% | $32.4 million | 0.02% | new | 13F |
| Quantinno Capital Management LP | 1,179,906 | 0.59% | $31.4 million | 0.04% | +881,164 | 13F |
| Deutsche Bank AG | 1,164,991 | 0.58% | $31.0 million | 0.01% | -624,373 | 13F |
| Confluence Investment Management LLC | 1,152,060 | 0.58% | $30.7 million | 0.48% | -85,561 | 13F |
| HRT Financial LP | 1,136,780 | 0.57% | $30.3 million | 0.06% | +563,184 | 13F |
| Old Republic International Corp. | 1,103,400 | 0.55% | $29.5 million | 1.11% | no change | 13F |
| Canada Pension Plan Investment Board | 1,104,010 | 0.55% | $29.4 million | 0.02% | +1,054,800 | 13F |
| Wells Fargo & Company | 1,097,622 | 0.55% | $29.3 million | 0.01% | -109,864 | 13F |
| Point72 Asset Management, L.P. | 1,089,873 | 0.55% | $29.0 million | 0.05% | -758,429 | 13F |
| Vanguard Fiduciary Trust Co. | 1,024,477 | 0.51% | $27.3 million | 0.01% | -17,338 | 13F |
| First Trust Advisors LP | 1,013,630 | 0.51% | $27.0 million | 0.02% | +460,070 | 13F |
| Thompson Siegel & Walmsley LLC | 1,008,726 | 0.51% | $26.9 million | 0.48% | -50,919 | 13F |
| Eubel Brady & Suttman Asset Management Inc | 970,867 | 0.49% | $25.9 million | 3.29% | -6,365 | 13F |
| Citigroup Inc. | 949,845 | 0.48% | $25.3 million | 0.01% | +308,737 | 13F |
| D. E. Shaw & Co., Inc. | 909,566 | 0.46% | $24.2 million | 0.02% | -600,743 | 13F |
| Gotham Asset Management, LLC | 876,521 | 0.44% | $23.4 million | 0.05% | +731,881 | 13F |
| Baird Financial Group, Inc. | 742,400 | 0.37% | $19.8 million | 0.03% | -93,197 | 13F |
| JPMorgan Chase & Co. | 649,703 | 0.33% | $18.4 million | 0.00% | -877,542 | 13F |
| State of Wisconsin Investment Board | 685,755 | 0.34% | $18.3 million | 0.04% | +244,710 | 13F |
| Envestnet Asset Management Inc. | 648,252 | 0.32% | $17.3 million | 0.00% | +28,146 | 13F |
The 50 largest of the 599 funds that reported a position in BF.B in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BF.B
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 103,100 | $2.7 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 84,400 | $2.2 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 3 June 2026 | 13D/A | Wolf Pen Branch, LP and 1 other | 101.6 million | 60.3% | 3 June 2026 | EDGAR | |
| 6 May 2026 | 13G/A | FMR LLC and 3 others | 12.8 million | 4.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 16.2 million | 5.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | FMR LLC and 3 others | 25.7 million | 8.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
No share in Brown Forman Corp. failed to deliver at settlement on any day in the SEC's last three half-month files.