Brown-Forman Ownership | Who Owns Brown-Forman?
Brown-Forman Ownership Summary
Brown-Forman is owned by 39.07% institutional investors, 1.98% insiders, and 58.95% retail investors. Vanguard group is the largest institutional shareholder, holding 6.59% of BF-B shares.
BF-B Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Brown-Forman | 39.07% | 1.98% | 58.95% |
Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
Industry | Beverages - Wineries & Distilleries Stocks | 37.11% | 12.06% | 50.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 31.36M | 6.59% | $1.35B |
Blackrock | 13.88M | 2.92% | $599.49M |
State street | 12.14M | 2.55% | $527.09M |
Fundsmith llp | 11.14M | 2.34% | $481.08M |
Van eck associates | 5.46M | 1.15% | $207.28M |
Champlain investment partners | 5.06M | 1.06% | $218.64M |
Geode capital management | 4.15M | 0.87% | $178.58M |
Wellington management group llp | 3.85M | 0.81% | $166.42M |
Charles schwab investment management | 3.85M | 0.81% | $166.07M |
Invesco | 3.64M | 0.76% | $157.05M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Rk asset management | 136.55K | 4.24% | $5.19M |
Black cypress capital management | 78.39K | 3.41% | $3.58M |
Absher wealth management | 533.60K | 3.24% | $23.05M |
Grace & white inc /ny | 436.70K | 3.10% | $16.59M |
Manitou investment management | 355.33K | 2.67% | $13.50M |
Savoir faire capital management | 135.43K | 2.27% | $5.85M |
Glenview trust | 2.42M | 2.11% | $104.64M |
Hahn capital management | 99.51K | 2.04% | $4.30M |
Fundsmith investment services | 3.61M | 2.01% | $155.87M |
Rbo | 259.44K | 2.00% | $11.21M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Charles schwab investment management | 3.85M | 0.03% | 2.44M |
Wellington management group llp | 3.85M | 0.03% | 2.33M |
Norges bank | 2.07M | 0.01% | 2.07M |
Glenview trust | 2.42M | 2.11% | 1.81M |
Goldman sachs group | 2.97M | 0.02% | 1.79M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Van eck associates | 5.46M | 0.27% | -3.37M |
Blackrock | 13.88M | 0.01% | -1.47M |
Franklin resources | 22.09K | 0.00% | -1.39M |
Principal financial group | 1.24M | 0.03% | -1.39M |
Janus henderson group | 33.20K | 0.00% | -1.07M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 2.07M | 0.01% | 2.07M | $89.52M |
Lazard asset management | 1.75M | 0.09% | 1.75M | $75.61M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 100.94K | 0.05% | 100.94K | $4.36M |
Hahn capital management | 99.51K | 2.04% | 99.51K | $4.30M |
Quantbot technologies lp | 88.77K | 0.19% | 88.77K | $3.83M |
Sold Out
Holder | Change |
---|---|
Opal wealth advisors | -1.00 |
Sjs investment consulting | -1.00 |
Whittier trust co of nevada | -4.00 |
Fairman group | -6.00 |
Annis gardner whiting capital advisors | -7.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 607 | 3.76% | 184,640,635 | 6.32% | 39 | 2.93% | 326 | 16.85% | 179 | -17.51% |
Jun 30, 2024 | 581 | -4.60% | 173,620,152 | 7.93% | 36 | 3.18% | 276 | 11.29% | 216 | -14.96% |
Mar 31, 2024 | 609 | -0.98% | 160,860,947 | 0.68% | 33 | 2.99% | 248 | -15.07% | 254 | 23.90% |
Dec 31, 2023 | 615 | - | 159,774,370 | 1.77% | 33 | 3.13% | 292 | 23.73% | 205 | -16.33% |
Sep 30, 2023 | 615 | -5.24% | 157,002,906 | 0.00% | 32 | 3.05% | 236 | -13.87% | 245 | 8.89% |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 30, 2023 | Holland Augusta Brown | - | Sell | $10.04K |
Jun 22, 2023 | Hawley Kirsten M | EVP, Chief Ppl/Places/Comm | Sell | $159.83K |
Mar 28, 2023 | Shepherd Jeremy J | EVP, Pres, USA & Canada | Sell | $29.88K |
Sep 09, 2021 | Hamel Matthew E | EVP, Gen Counsel and Secretary | Buy | $24.84K |
Sep 09, 2021 | Hamel Matthew E | EVP, Gen Counsel and Secretary | Buy | $24.98K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | - | - |
2023 Q2 | - | 2 |
BF-B Ownership FAQ
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