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	51.56%	13.97%	34.47%
Industry	Beverages - Wineries & Distilleries Stocks	44.61%	14.31%	41.07%

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
Champlain investment partners	5.06M	1.06%	$218.64M
Van eck associates	4.38M	0.92%	$189.06M
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
Grace & white inc /ny	423.32K	3.43%	$18.28M
Black cypress capital management	78.39K	3.41%	$3.58M
Absher wealth management	533.60K	3.24%	$23.05M
Manitou investment management	283.68K	2.74%	$12.25M
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
Tandem investment advisors	1.14M	1.97%	$49.41M

Top Buyers

Holder	Shares	% Assets	Change
Van eck associates	4.38M	0.27%	4.23M
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

Top Sellers

Holder	Shares	% Assets	Change
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
Apg asset management	-	-	-952.11K

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
Manitou investment management	283.68K	2.74%	283.68K	$12.25M
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

Sold Out

Holder	Change
Opal wealth advisors	-1.00
Whittier trust co of nevada	-4.00
Annis gardner whiting capital advisors	-7.00
Financial network wealth advisors	-8.00
Abound wealth management	-9.00

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

Who Owns Brown-Forman?

Brown-Forman shareholders are primarily institutional investors at 39.07%, followed by 1.98% insiders and 58.95% retail investors. The average institutional ownership in Brown-Forman's industry, Beverages - Wineries & Distilleries Stocks , is 44.61%, which Brown-Forman falls below.

Who owns the most shares of Brown-Forman?

Brown-Forman’s largest shareholders are Vanguard group (31.36M shares, 6.59%), Blackrock (13.88M shares, 2.92%), and State street (12.14M shares, 2.55%). Together, they hold 12.07% of Brown-Forman’s total shares outstanding.

Does Blackrock own Brown-Forman?

Yes, BlackRock owns 2.92% of Brown-Forman, totaling 13.88M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 599.49M$. In the last quarter, BlackRock decreased its holdings by -1.468M shares, a -9.56% change.

Who is Brown-Forman’s biggest shareholder by percentage of total assets invested?

Grace & white inc /ny is Brown-Forman’s biggest shareholder by percentage of total assets invested, with 3.43% of its assets in 423.32K Brown-Forman shares, valued at 18.28M$.

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