Security Snapshot

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

CUSIP: 115637209

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

594

Shares (Excl. Options)

199.21MFull value: 199,205,965 · shares · 30 Jun 2026

Price

$26.65

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-2,581,559
Value change
-$69,230,645
Number of holders
594
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
290,438,919
SEC-reported price per share
$26.20
Insider filing price
$26.20
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BFB - BROWN FORMAN CORP - CLASS B COMMON STOCK is tracked under CUSIP 115637209.
  • 594 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 577 to 594 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $5.35BFull value: $5,351,732,834 · USD · 31 Mar 2026
    to
    $5.31BFull value: $5,311,056,219 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 594 institutions filings for Q2 2026.

Open SEC evidence

Security key

115637209

13F reference period

Q2 2026

13F holders

594

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BFB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 4.4% -48% $376,861,923 -$379,646,268 12,779,312 -50% FMR LLC 31 Mar 2026
As of 30 Jun 2026, 594 institutional investors reported holding
199.21MFull value: 199,205,965 · shares · 30 Jun 2026
shares of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB). This represents 69% of the company’s total
290.44MFull value: 290,438,919 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
48%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 5% 14,597,902 -0.51% 0.01% $389,034,088
VANGUARD PORTFOLIO MANAGEMENT LLC 4.6% 13,396,435 +0.53% 0.02% $357,014,993
FMR LLC 4.3% 12,577,525 -1.6% 0.01% $335,191,023
BlackRock, Inc. 4.2% 12,159,629 +0.77% 0% $324,054,112
VAN ECK ASSOCIATES CORP 4.2% 12,095,293 -2.1% 0.2% $322,339,559
STATE STREET CORP 3.4% 9,748,553 -2.5% 0.01% $262,071,331
Invesco Ltd. 2.9% 8,559,478 -4.6% 0.02% $228,110,097
GOLDMAN SACHS GROUP INC 2.5% 7,395,364 +15% 0.02% $197,086,473
DIMENSIONAL FUND ADVISORS LP 2.4% 7,048,225 +49% 0.03% $187,864,828
ProShare Advisors LLC 1.9% 5,658,686 -5.5% 0.22% $150,803,981
GEODE CAPITAL MANAGEMENT, LLC 1.9% 5,501,201 +0.85% 0.01% $146,381,688
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.2% 3,530,345 +1.1% 0.03% $94,083,695
MORGAN STANLEY 1.2% 3,470,795 -13% 0% $92,496,733
Bank of New York Mellon Corp 0.97% 2,829,659 -3.4% 0.01% $75,410,429
EQUITY INVESTMENT CORP 0.89% 2,590,913 +6.9% 1.3% $69,047,821
Black Creek Investment Management Inc. 0.85% 2,457,810 -53% 3.7% $65,500,636
BANK OF AMERICA CORP /DE/ 0.8% 2,329,276 -38% 0% $62,075,218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.73% 2,116,924 +0.4% 0.01% $56,416,025
UBS Group AG 0.73% 2,105,843 -31% 0.01% $56,120,716
WELLINGTON MANAGEMENT GROUP LLP 0.7% 2,045,650 -13% 0.01% $54,516,572
Ruffer LLP 0.67% 1,931,956 -29% 1.8% $51,428,246
Vest Financial, LLC 0.58% 1,688,989 -8.6% 0.47% $45,011,557
Grantham, Mayo, Van Otterloo & Co. LLC 0.57% 1,666,644 +16% 0.1% $44,416,063
NORTHERN TRUST CORP 0.55% 1,585,516 -6.4% 0% $42,254,001
Pureheart Capital Pte Ltd. 0.5% 1,442,248 17% $38,435,909

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 16,353,600 $429,270,895 +$23,886,848 $26.20 159
2026 Q2 199,205,965 $5,311,056,219 -$69,230,645 $26.65 594
2026 Q1 202,321,784 $5,351,732,834 -$420,010,686 $26.44 577
2025 Q4 219,268,263 $5,716,510,982 +$115,552,953 $26.06 633
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
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