Security Snapshot

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

CUSIP: 115637209

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

586

Shares (Excl. Options)

198,986,239

Price

$26.65

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-2,425,036
Value change
-$65,091,465
Number of holders
586
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
290,438,919
SEC-reported price per share
$28.90
Insider filing price
$28.90
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

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

Change

  • Holder count moved from 575 to 586 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $5,351,707,317 to $5,305,202,330.

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 586 institutions filings for Q2 2026.

Open SEC evidence

Security key

115637209

Latest holder period

Q2 2026

13F holders

586

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, 586 institutional investors reported holding 198,986,239 shares of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB). This represents 69% of the company’s total 290,438,919 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
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 198,986,239 $5,305,202,330 -$65,091,465 $26.65 586
2026 Q1 202,320,805 $5,351,707,317 -$419,420,795 $26.44 575
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
2020 Q2 149,358,843 $9,491,646,400 -$191,395,361 $63.66 584
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