BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / CLASS B COMMON STOCK
Symbol
BFB on NYSE
Shares outstanding
294,862,548
Price per share
$27.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
218,647,191
Total reported value
$5,700,316,351
% of total 13F portfolios
0.01%
Share change
+4,574,705
Value change
+$117,383,730
Number of holders
617
Price from insider filings
$27.57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 8.7% +15% $668,518,267 +$75,571,655 25,653,042 +13% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 617 institutional investors reported holding 218,647,191 shares of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB). This represents 74% of the company’s total 294,862,548 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 30,295,444 -1.3% 0.01% $789,499,270
FMR LLC 8.7% 25,653,042 +13% 0.03% $668,518,266
BlackRock, Inc. 4.9% 14,512,009 -0.63% 0.01% $378,182,962
VAN ECK ASSOCIATES CORP 4% 11,694,296 +92% 0.25% $304,753,000
STATE STREET CORP 3.8% 11,272,768 -2.5% 0.01% $296,330,560
Invesco Ltd. 2.2% 6,547,891 -7.2% 0.03% $170,638,047
ProShare Advisors LLC 1.9% 5,676,331 +4.9% 0.26% $147,925,185
MORGAN STANLEY 1.8% 5,402,888 -8.9% 0.01% $140,799,317
GEODE CAPITAL MANAGEMENT, LLC 1.8% 5,390,455 -1.8% 0.01% $140,002,171
Black Creek Investment Management Inc. 1.7% 5,087,952 +11% 6.6% $132,592,029
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 5,061,695 +4.3% 0.02% $131,907,973
GOLDMAN SACHS GROUP INC 1.7% 5,023,765 +79% 0.02% $130,919,329
UBS Group AG 1.5% 4,467,613 +27% 0.02% $116,425,994
D. E. Shaw & Co., Inc. 1.1% 3,202,558 +21% 0.06% $83,458,661
Bank of New York Mellon Corp 1% 2,967,104 +50% 0.01% $77,322,740
BANK OF AMERICA CORP /DE/ 0.98% 2,881,371 -55% 0.01% $75,088,542
EQUITY INVESTMENT CORP 0.94% 2,784,396 -18% 1.5% $72,561,347
WELLS FARGO & COMPANY/MN 0.87% 2,579,803 -14% 0.01% $67,229,675
WELLINGTON MANAGEMENT GROUP LLP 0.86% 2,530,933 +0.14% 0.01% $65,956,113
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.79% 2,340,772 -4.1% 0.02% $61,000,519
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.77% 2,280,022 -1.1% 0.01% $59,417,373
DIMENSIONAL FUND ADVISORS LP 0.7% 2,076,629 +12% 0.01% $54,122,563
NORTHERN TRUST CORP 0.69% 2,032,927 -1.5% 0.01% $52,978,077
CITIGROUP INC 0.6% 1,782,870 +7.6% 0.03% $46,461,591
Vest Financial, LLC 0.6% 1,756,041 -0.24% 0.58% $45,762,428

Institutional Holders of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 218,647,191 $5,700,316,351 +$117,383,730 $26.06 617
2025 Q3 214,670,965 $5,815,371,980 +$489,903,751 $27.08 614
2025 Q2 196,789,376 $5,301,753,869 -$124,723,459 $26.91 629
2025 Q1 195,857,992 $6,649,144,886 +$399,385,311 $33.94 630
2024 Q4 184,646,644 $7,011,775,237 -$187,516,899 $37.98 625
2024 Q3 186,608,058 $9,173,256,490 +$638,515,222 $49.20 604
2024 Q2 173,482,416 $7,492,016,473 +$450,554,117 $43.19 580
2024 Q1 162,102,471 $8,363,182,810 +$104,857,482 $51.62 601
2023 Q4 159,608,787 $9,108,317,522 +$1,687,250 $57.10 612
2023 Q3 159,324,491 $9,192,176,155 +$107,338,408 $57.69 617
2023 Q2 157,102,064 $10,482,550,654 +$262,179,616 $66.78 646
2023 Q1 153,045,424 $9,831,646,781 +$85,570,920 $64.27 650
2022 Q4 152,402,284 $10,011,689,914 +$24,553,451 $65.68 669
2022 Q3 152,103,783 $10,130,454,480 +$118,672,960 $66.57 645
2022 Q2 150,427,958 $10,553,855,779 +$44,660,222 $70.16 643
2022 Q1 150,824,849 $10,102,588,304 -$61,071,917 $67.02 641
2021 Q4 151,578,052 $11,025,878,418 +$985,044 $72.86 639
2021 Q3 151,953,261 $10,165,814,719 -$20,904,062 $67.01 599
2021 Q2 151,798,453 $11,346,666,027 +$157,780,291 $74.94 619
2021 Q1 149,617,351 $10,297,850,132 -$144,031,101 $68.97 628
2020 Q4 152,201,045 $12,049,916,692 +$197,476,524 $79.43 622
2020 Q3 149,505,537 $11,231,069,773 -$1,178,680 $75.32 616
2020 Q2 149,358,843 $9,491,646,400 -$191,395,361 $63.66 584
2020 Q1 152,317,105 $8,457,915,382 -$43,421,266 $55.51 564
2019 Q4 151,828,600 $10,249,497,136 +$71,064,891 $67.60 583
2019 Q3 150,450,910 $9,434,016,078 +$260,447,323 $62.78 550
2019 Q2 146,557,633 $8,110,820,360 +$520,089,366 $55.43 542
2019 Q1 141,110,235 $7,437,835,333 +$510,882,000 $52.78 526
2018 Q4 131,313,634 $6,238,528,900 -$112,134,620 $47.58 496
2018 Q3 133,400,711 $6,729,788,762 -$307,989,437 $50.55 503
2018 Q2 139,685,053 $6,836,742,716 +$260,831,238 $49.01 503
2018 Q1 132,366,587 $7,182,243,669 +$1,904,936,606 $54.40 505
2017 Q4 97,738,138 $6,694,707,842 +$142,625,739 $68.67 487
2017 Q3 95,805,791 $5,202,151,521 +$51,735,747 $54.30 445
2017 Q2 94,996,421 $4,617,098,238 -$193,871,462 $48.60 442
2017 Q1 99,257,517 $4,583,459,615 +$424,382,859 $46.18 440
2016 Q4 101,484,781 $4,559,187,351 -$48,396,551 $44.92 435
2016 Q3 101,835,434 $4,828,195,687 +$2,225,527,364 $47.44 439
2016 Q2 54,006,285 $5,386,621,429 -$26,544,028 $99.76 449
2016 Q1 54,053,905 $5,320,865,572 -$248,696,130 $98.47 436
2015 Q4 56,800,073 $5,638,728,708 -$137,966,211 $99.28 443
2015 Q3 57,570,321 $5,578,016,511 -$338,171,784 $96.90 413
2015 Q2 61,050,727 $6,117,722,298 -$184,203,676 $100.18 406
2015 Q1 62,944,502 $5,687,009,724 -$171,062,647 $90.35 392
2014 Q4 64,960,889 $5,708,151,930 -$25,312,609 $87.84 410
2014 Q3 64,963,008 $5,860,792,781 -$154,830,738 $90.22 389
2014 Q2 66,726,150 $6,283,251,183 -$94,497,412 $94.17 395
2014 Q1 67,710,873 $6,072,504,527 +$31,687,831 $89.69 386