BROWN FORMAN CORP - Class A Common Stock (voting), $0.15 par value per share (BFA)

CUSIP: 115637100

Q3 2024 13F Holders as of 30 Sep 2024

Holder snapshot 7 signals
Share change
-14,484
Put/Call ratio
55%
SEC-reported price per share
$48.08
Number of holders
201
Value change
-$368,630
Number of buys
94
Open additional details 1 more signal available
Number of sells
59
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
168,493,333

Security key

115637100

Report period

Q3 2024

Institutions

201

Top holders

10

Ownership snapshot

Top reported holders of BFA - BROWN FORMAN CORP - Class A Common Stock (voting), $0.15 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Fundsmith LLP
Disclosed value leader
Fundsmith LLP
Comparable rows
15/15
Latest evidence
30 Jun 2024
13F Lead comparable stake: 3.8% Showing 1-6 of 15 holder rows.

Quick read

Fundsmith LLP leads the comparable SEC ownership view at 3.8%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Fundsmith LLP's linked filing trail.
Comparable ownership Top 5
Fundsmith LLP 3.8%
Champlain Investment Partners, LLC 1.7%
VAN ECK ASSOCIATES CORP 1.5%
WELLINGTON MANAGEMENT GROUP LLP 1.3%
CHARLES SCHWAB INVESTMENT MANAGEM... 1.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Fundsmith LLP
13F
Company
13F
3.8%
$481,082,656
11,138,751 shares
30 Jun 2024
Champlain Investment Partners, LLC
13F
Company
13F
1.7%
$218,639,441
5,062,270 shares
30 Jun 2024
VAN ECK ASSOCIATES CORP
13F
Company
13F
1.5%
$189,059,000
4,377,386 shares
30 Jun 2024
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
1.3%
$166,419,060
3,853,185 shares
30 Jun 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
1.3%
$166,066,849
3,845,030 shares
30 Jun 2024
FUNDSMITH INVESTMENT SERVICES LTD.
13F
Company
13F
1.2%
$155,868,607
3,608,905 shares
30 Jun 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
201
Shares
17,884,707
Rows available
201
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
185
Q3 2024 holders
201
Holder diff
16
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 value Q3 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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