BF.B · Company research
Brown-Forman Corporation Class B (BF.B): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
46records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5564920 | 208815000 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129785 | 3464378000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sankala Group LLC | 2113426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 331000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Parvin Asset Management, LLC | 2056764 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27650 | 736873000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87746 | 2338432000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RBO & CO LLC | 1162827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 407498 | 10859813000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Douglass Winthrop Advisors, LLC | 1308527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178823 | 4765633000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75357 | 2008255000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13566 | 361534000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72 | 2000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6825 | 181886000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4964866 | 132088361000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 19988000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OVERSEA-CHINESE BANKING Corp Ltd | 1291318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30970 | 825350000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19840 | 528736000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2160539 | 57578364000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1759 | 47000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31026 | 826843000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1079397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650 | 17322000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BANYAN CAPITAL MANAGEMENT, INC. | 846600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186621 | 4973449000 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TOBAM | 1527488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129021 | 3438000 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1073 | 28595000 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172050 | 4585133000 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53620 | 1428973000 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 862469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8550 | 228000 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20709 | 551895000 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11312 | 301465000 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| WENDELL DAVID ASSOCIATES INC | 878228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27150 | 724000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29132 | 783066000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Provenance Wealth Advisors, LLC | 2081584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 560000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27692 | 738000 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159307 | 4246000 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62876 | 1675645000 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11122 | 296389000 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37959 | 1011607000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fifth Third Wealth Advisors LLC | 1899030 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12435 | 331393000 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 13805000 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9273 | 247125000 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 267000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18544 | 494198000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 837 | 22312000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UNION SAVINGS BANK | 1985855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 1651000 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10605 | 283000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1147496 | 30580761000 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116477 | 3079641000 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 521000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.