Brown-Forman Ownership 2024 | Who Owns Brown-Forman Now?
Institutional Ownership
36.47%
Insider Ownership
1.98%
Retail Ownership
61.55%
Institutional Holders
572.00
Brown-Forman Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.59% | 0.03% | 31,361,487 | -58,921 | -0.19% | 1,354,502,623 | Jun 30, 2024 |
| BLACKROCK INC. | 2.92% | 0.01% | 13,880,181 | -1,467,541 | -9.56% | 599,485,024 | Jun 30, 2024 |
| STATE STREET CORP | 2.55% | 0.02% | 12,143,984 | 865,815 | 7.68% | 527,090,002,000 | Jun 30, 2024 |
| FUNDSMITH LLP | 2.34% | 1.96% | 11,138,751 | -320,029 | -2.79% | 481,082,656 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.06% | 1.34% | 5,062,270 | 1,419,920 | 38.98% | 218,639,441 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.92% | 0.27% | 4,377,386 | 4,230,776 | 2885.73% | 189,059,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.87% | 0.02% | 4,146,142 | -39,623 | -0.95% | 178,581,083 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.81% | 0.03% | 3,853,185 | 2,331,892 | 153.28% | 166,419,060 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.81% | 0.03% | 3,845,030 | 2,441,244 | 173.90% | 166,066,849 | Jun 30, 2024 |
| INVESCO LTD. | 0.76% | 0.03% | 3,636,178 | 649,606 | 21.75% | 157,046,528 | Jun 30, 2024 |
| FUNDSMITH INVESTMENT SERVICES LTD. | 0.76% | 2.01% | 3,608,905 | -405,351 | -10.10% | 155,868,607 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.76% | 0.42% | 3,603,922 | 464,153 | 14.78% | 155,653,392 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.62% | 0.02% | 2,970,903 | 1,787,985 | 151.15% | 128,313,309 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.59% | 0.03% | 2,822,300 | 167,475 | 6.31% | 121,895,113 | Jun 30, 2024 |
| MORGAN STANLEY | 0.57% | 0.01% | 2,734,002 | 550 | 0.02% | 118,081,647 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.56% | 0.13% | 2,674,392 | 99,764 | 3.87% | 115,507,235 | Jun 30, 2024 |
| GLENVIEW TRUST CO | 0.51% | 2.11% | 2,422,808 | 1,808,234 | 294.23% | 104,641,077 | Jun 30, 2024 |
| NORGES BANK | 0.44% | 0.01% | 2,072,777 | 2,072,777 | 100.00% | 89,523,239 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.40% | 0.02% | 1,889,243 | -442,273 | -18.97% | 81,596,804 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.40% | 0.01% | 1,888,715 | -128,371 | -6.36% | 81,573,601,000 | Jun 30, 2024 |
Brown-Forman's largest institutional shareholder is VANGUARD GROUP INC, holding 6.59% of the company's total share outstanding, currently valued at $1.35B. The top 10 institutional shareholders own together 19.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GRACE & WHITE INC /NY | 0.09% | 3.43% | 423,323 | 55,525 | 15.10% | 18,283,320 | Jun 30, 2024 |
| BLACK CYPRESS CAPITAL MANAGEMENT, LLC | 0.02% | 3.41% | 78,385 | 78,385 | 100.00% | 3,575,484 | Jun 30, 2024 |
| ABSHER WEALTH MANAGEMENT, LLC | 0.11% | 3.24% | 533,596 | 127,982 | 31.55% | 23,046,002 | Jun 30, 2024 |
| MANITOU INVESTMENT MANAGEMENT LTD. | 0.06% | 2.74% | 283,675 | 283,675 | 100.00% | 12,251,923 | Jun 30, 2024 |
| SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. | 0.03% | 2.27% | 135,429 | 56,948 | 72.56% | 5,849,179 | Jun 30, 2024 |
| GLENVIEW TRUST CO | 0.51% | 2.11% | 2,422,808 | 1,808,234 | 294.23% | 104,641,077 | Jun 30, 2024 |
| HAHN CAPITAL MANAGEMENT LLC | 0.02% | 2.04% | 99,512 | 99,512 | 100.00% | 4,297,923 | Jun 30, 2024 |
| FUNDSMITH INVESTMENT SERVICES LTD. | 0.76% | 2.01% | 3,608,905 | -405,351 | -10.10% | 155,868,607 | Jun 30, 2024 |
| RBO & CO LLC | 0.05% | 2.00% | 259,443 | 52,346 | 25.28% | 11,205,329 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.24% | 1.97% | 1,143,962 | 15,325 | 1.36% | 49,408,000 | Jun 30, 2024 |
| FUNDSMITH LLP | 2.34% | 1.96% | 11,138,751 | -320,029 | -2.79% | 481,082,656 | Jun 30, 2024 |
| WILLIAM ALLAN CORP | 0.01% | 1.80% | 62,456 | 19,167 | 44.28% | 2,697,000 | Jun 30, 2024 |
| LRT CAPITAL MANAGEMENT, LLC | 0.01% | 1.45% | 35,669 | -7,675 | -17.71% | 1,540,544 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.06% | 1.34% | 5,062,270 | 1,419,920 | 38.98% | 218,639,441 | Jun 30, 2024 |
| PENINSULA ASSET MANAGEMENT INC | 0.01% | 1.16% | 49,006 | -1,153 | -2.30% | 2,116,569 | Jun 30, 2024 |
| SATHER FINANCIAL GROUP INC | 0.07% | 1.02% | 341,810 | 19,268 | 5.97% | 14,762,774 | Jun 30, 2024 |
| CBOE VEST FINANCIAL, LLC | 0.19% | 0.94% | 903,698 | 223,185 | 32.80% | 39,030,717 | Jun 30, 2024 |
| HENDLEY & CO INC | 0.01% | 0.87% | 56,070 | -669 | -1.18% | 2,422,000 | Jun 30, 2024 |
| SCHULHOFF & CO INC | 0.01% | 0.84% | 43,021 | -734 | -1.68% | 1,858,076 | Jun 30, 2024 |
| BATH SAVINGS TRUST CO | 0.04% | 0.83% | 180,295 | 5,258 | 3.00% | 7,786,942 | Jun 30, 2024 |
The largest Brown-Forman shareholder by % of total assets is GRACE & WHITE INC /NY. The company owns 423.32K shares of Brown-Forman (BF-B), representing 3.43% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 0.92% | 0.27% | 4,377,386 | 4,230,776 | 2885.73% | 189,059,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.81% | 0.03% | 3,845,030 | 2,441,244 | 173.90% | 166,066,849 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.81% | 0.03% | 3,853,185 | 2,331,892 | 153.28% | 166,419,060 | Jun 30, 2024 |
| NORGES BANK | 0.44% | 0.01% | 2,072,777 | 2,072,777 | 100.00% | 89,523,239 | Jun 30, 2024 |
| GLENVIEW TRUST CO | 0.51% | 2.11% | 2,422,808 | 1,808,234 | 294.23% | 104,641,077 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.62% | 0.02% | 2,970,903 | 1,787,985 | 151.15% | 128,313,309 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.37% | 0.09% | 1,750,750 | 1,750,750 | 100.00% | 75,614,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.06% | 1.34% | 5,062,270 | 1,419,920 | 38.98% | 218,639,441 | Jun 30, 2024 |
| STATE STREET CORP | 2.55% | 0.02% | 12,143,984 | 865,815 | 7.68% | 527,090,002,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.76% | 0.03% | 3,636,178 | 649,606 | 21.75% | 157,046,528 | Jun 30, 2024 |
| MADISON ASSET MANAGEMENT, LLC | 0.29% | 0.74% | 1,377,048 | 638,129 | 86.36% | 59,474,685 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.10% | 0.17% | 473,554 | 473,554 | 100.00% | 20,452,797 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.76% | 0.42% | 3,603,922 | 464,153 | 14.78% | 155,653,392 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.10% | 0.08% | 497,562 | 398,253 | 401.02% | 21,489,703 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.36% | 0.01% | 1,714,325 | 353,608 | 25.99% | 74,041,706 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.15% | 0.01% | 711,247 | 337,599 | 90.35% | 30,718,000 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.10% | 0.04% | 463,354 | 330,637 | 249.13% | 20,012,000 | Jun 30, 2024 |
| MANITOU INVESTMENT MANAGEMENT LTD. | 0.06% | 2.74% | 283,675 | 283,675 | 100.00% | 12,251,923 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.06% | 0.02% | 285,053 | 235,817 | 478.95% | 12,311,439 | Jun 30, 2024 |
| FMR LLC | 0.24% | 0.00% | 1,144,706 | 232,714 | 25.52% | 49,439,853 | Jun 30, 2024 |
As of Jun 30 2024, Brown-Forman's largest institutional buyer is VAN ECK ASSOCIATES CORP. The company purchased 4.23M stocks of BF-B, valued at $189.06M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 2.92% | 0.01% | 13,880,181 | -1,467,541 | -9.56% | 599,485,024 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.00% | 0.00% | 22,087 | -1,394,677 | -98.44% | 953,937 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.26% | 0.03% | 1,240,764 | -1,387,704 | -52.80% | 53,588,635,000 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.01% | 0.00% | 33,203 | -1,074,359 | -97.00% | 1,435,864 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | - | - | - | -481,572 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.40% | 0.02% | 1,889,243 | -442,273 | -18.97% | 81,596,804 | Jun 30, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | - | - | - | -438,187 | -100.00% | - | Jun 30, 2024 |
| KBC GROUP NV | 0.10% | 0.06% | 476,372 | -428,970 | -47.38% | 20,574,000 | Jun 30, 2024 |
| FUNDSMITH INVESTMENT SERVICES LTD. | 0.76% | 2.01% | 3,608,905 | -405,351 | -10.10% | 155,868,607 | Jun 30, 2024 |
| SWISS NATIONAL BANK | 0.11% | 0.02% | 536,618 | -381,200 | -41.53% | 23,176,531,000 | Jun 30, 2024 |
| GALVIN, GAUSTAD & STEIN, LLC | - | - | - | -354,236 | -100.00% | - | Jun 30, 2024 |
| FUNDSMITH LLP | 2.34% | 1.96% | 11,138,751 | -320,029 | -2.79% | 481,082,656 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.09% | 0.01% | 439,301 | -262,699 | -37.42% | 18,973,410 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -257,640 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | - | - | - | -245,360 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.16% | 0.02% | 779,007 | -238,728 | -23.46% | 33,645,298 | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -230,500 | -100.00% | - | Jun 30, 2024 |
| OSSIAM | 0.00% | 0.01% | 14,441 | -191,579 | -92.99% | 623,707 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.07% | 0.02% | 309,334 | -178,432 | -36.58% | 13,360,135 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -177,206 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Brown-Forman's biggest institutional seller is BLACKROCK INC.. The company sold -1.47M shares of BF-B, valued at $599.49M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.44% | 0.01% | 2,072,777 | 2,072,777 | 100.00% | 89,523,239 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.37% | 0.09% | 1,750,750 | 1,750,750 | 100.00% | 75,614,000 | Jun 30, 2024 |
| MANITOU INVESTMENT MANAGEMENT LTD. | 0.06% | 2.74% | 283,675 | 283,675 | 100.00% | 12,251,923 | Jun 30, 2024 |
| M&G PLC | 0.04% | 0.03% | 202,306 | 202,306 | 100.00% | 8,699,158 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.05% | 100,936 | 100,936 | 100.00% | 4,359,000 | Jun 30, 2024 |
| HAHN CAPITAL MANAGEMENT LLC | 0.02% | 2.04% | 99,512 | 99,512 | 100.00% | 4,297,923 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.02% | 0.19% | 88,765 | 88,765 | 100.00% | 3,833,760 | Jun 30, 2024 |
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 0.02% | 0.44% | 85,400 | 85,400 | 100.00% | 3,688,426 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.02% | 0.17% | 84,034 | 84,034 | 100.00% | 3,629,428 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.02% | 82,652 | 82,652 | 100.00% | 3,570,000 | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | 0.02% | 0.05% | 80,764 | 80,764 | 100.00% | 3,488,197 | Jun 30, 2024 |
| BLACK CYPRESS CAPITAL MANAGEMENT, LLC | 0.02% | 3.41% | 78,385 | 78,385 | 100.00% | 3,575,484 | Jun 30, 2024 |
| HAMEL ASSOCIATES, INC. | 0.01% | 0.75% | 55,187 | 55,187 | 100.00% | 2,383,527 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.01% | 45,688 | 45,688 | 100.00% | 1,973,265 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.01% | 0.02% | 42,371 | 42,371 | 100.00% | 1,830,003 | Jun 30, 2024 |
| INFUSIVE ASSET MANAGEMENT INC. | 0.01% | 0.59% | 34,084 | 34,084 | 100.00% | 1,472,088 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.07% | 29,302 | 29,302 | 100.00% | 1,265,553 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.01% | 0.00% | 26,762 | 26,762 | 100.00% | 1,155,851 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.01% | 0.03% | 26,645 | 26,645 | 100.00% | 1,150,798 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 22,177 | 22,177 | 100.00% | 957,825 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | 0.00% | 0.08% | 19,150 | 19,150 | 100.00% | 827,089 | Jun 30, 2024 |
| COMPAGNIE LOMBARD ODIER SCMA | 0.00% | 0.01% | 18,000 | 18,000 | 100.00% | 777,420 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.08% | 16,850 | 16,850 | 100.00% | 727,752 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.06% | 16,773 | 16,773 | 100.00% | 724,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 15,470 | 15,470 | 100.00% | 668,147 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.00% | 0.01% | 13,801 | 13,801 | 100.00% | 596,065 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.11% | 13,736 | 13,736 | 100.00% | 593,258 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.18% | 13,678 | 13,678 | 100.00% | 590,648 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.01% | 12,933 | 12,933 | 100.00% | 558,576 | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | 0.00% | 0.06% | 12,000 | 12,000 | 100.00% | 518,000 | Jun 30, 2024 |
| LAFAYETTE INVESTMENTS, INC. | 0.00% | 0.11% | 11,151 | 11,151 | 100.00% | 481,612 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.02% | 10,679 | 10,679 | 100.00% | 461,240 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.00% | 0.14% | 8,825 | 8,825 | 100.00% | 381,152 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.15% | 8,400 | 8,400 | 100.00% | 362,796 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.00% | 0.02% | 8,194 | 8,194 | 100.00% | 353,887 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 0.00% | 8,161 | 8,161 | 100.00% | 352,472 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 7,796 | 7,796 | 100.00% | 336,702 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 6,638 | 6,638 | 100.00% | 286,695 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 6,037 | 6,037 | 100.00% | 260,738 | Jun 30, 2024 |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.00% | 0.02% | 6,035 | 6,035 | 100.00% | 260,667 | Jun 30, 2024 |
| CX INSTITUTIONAL | 0.00% | 0.01% | 5,222 | 5,222 | 100.00% | 225,540 | Jun 30, 2024 |
| SANDERS MORRIS HARRIS LLC | 0.00% | 0.03% | 4,864 | 4,864 | 100.00% | 210,076 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 3,657 | 3,657 | 100.00% | 157,946 | Jun 30, 2024 |
| BROWN, LISLE/CUMMINGS, INC. | 0.00% | 0.04% | 3,142 | 3,142 | 100.00% | 135,703 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.05% | 2,100 | 2,100 | 100.00% | 90,699 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 1,022 | 1,022 | 100.00% | 44,140 | Jun 30, 2024 |
| SENTRY INVESTMENT MANAGEMENT LLC | 0.00% | 0.02% | 860 | 860 | 100.00% | 37,000 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 827 | 827 | 100.00% | 35,705 | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | 0.00% | 0.00% | 750 | 750 | 100.00% | 32,556 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 704 | 704 | 100.00% | 30,406 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 502 | 502 | 100.00% | 21,681 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 98 | 98 | 100.00% | 4,233 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 64 | 64 | 100.00% | 2,775 | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | 0.00% | 58 | 58 | 100.00% | 2,505 | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 44 | 44 | 100.00% | 1,900 | Jun 30, 2024 |
| GODSEY & GIBB, INC | - | 0.00% | 38 | 38 | 100.00% | 1,642 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 24 | 24 | 100.00% | 1,037 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 20 | 20 | 100.00% | 1,032 | Jun 30, 2024 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | - | 0.00% | 8 | 8 | 100.00% | 346 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 8 | 8 | 100.00% | 325 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | 2 | 2 | 100.00% | 86 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | - | 1 | 1 | 100.00% | 44 | Jun 30, 2024 |
Brown-Forman's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.07M shares, valued at $89.52M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NATIONAL PENSION SERVICE | - | - | - | -481,572 | -100.00% | - | Jun 30, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | - | - | - | -438,187 | -100.00% | - | Jun 30, 2024 |
| GALVIN, GAUSTAD & STEIN, LLC | - | - | - | -354,236 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -257,640 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | - | - | - | -245,360 | -100.00% | - | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -230,500 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -177,206 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -135,296 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -83,548 | -100.00% | - | Jun 30, 2024 |
| HIGHLAND PEAK CAPITAL, LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| FORSTA AP-FONDEN | - | - | - | -58,900 | -100.00% | - | Jun 30, 2024 |
| AQR ARBITRAGE LLC | - | - | - | -52,084 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -48,514 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -44,073 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -41,804 | -100.00% | - | Jun 30, 2024 |
| PGGM INVESTMENTS | - | - | - | -34,561 | -100.00% | - | Jun 30, 2024 |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | - | - | - | -33,128 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -32,645 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -32,230 | -100.00% | - | Jun 30, 2024 |
| PALUMBO WEALTH MANAGEMENT LLC | - | - | - | -31,354 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -30,341 | -100.00% | - | Jun 30, 2024 |
| BELLWETHER ADVISORS, LLC | - | - | - | -28,349 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -22,313 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -20,896 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -17,930 | -100.00% | - | Jun 30, 2024 |
| TREDJE AP-FONDEN | - | - | - | -16,894 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -16,177 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -14,097 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -12,616 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -11,455 | -100.00% | - | Jun 30, 2024 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -10,364 | -100.00% | - | Jun 30, 2024 |
| BLACKHAWK CAPITAL PARTNERS LLC. | - | - | - | -10,364 | -100.00% | - | Jun 30, 2024 |
| NBT BANK N A /NY | - | - | - | -9,940 | -100.00% | - | Jun 30, 2024 |
| WARATAH CAPITAL ADVISORS LTD. | - | - | - | -9,780 | -100.00% | - | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | - | - | - | -9,364 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -9,200 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -8,103 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -7,792 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -7,688 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -7,631 | -100.00% | - | Jun 30, 2024 |
| SAYBROOK CAPITAL /NC | - | - | - | -7,375 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -7,292 | -100.00% | - | Jun 30, 2024 |
| MIRADOR CAPITAL PARTNERS LP | - | - | - | -6,487 | -100.00% | - | Jun 30, 2024 |
| BEAM WEALTH ADVISORS, INC. | - | - | - | -6,469 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -6,205 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -6,195 | -100.00% | - | Jun 30, 2024 |
| B. METZLER SEEL. SOHN & CO. AG | - | - | - | -5,824 | -100.00% | - | Jun 30, 2024 |
| AGF MANAGEMENT LTD | - | - | - | -5,819 | -100.00% | - | Jun 30, 2024 |
| TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -5,674 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -5,643 | -100.00% | - | Jun 30, 2024 |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. | - | - | - | -5,386 | -100.00% | - | Jun 30, 2024 |
| OWEN LARUE, LLC | - | - | - | -5,037 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | - | - | - | -4,934 | -100.00% | - | Jun 30, 2024 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | - | - | - | -4,860 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -4,788 | -100.00% | - | Jun 30, 2024 |
| SEACREST WEALTH MANAGEMENT, LLC | - | - | - | -4,530 | -100.00% | - | Jun 30, 2024 |
| RIDGECREST WEALTH PARTNERS, LLC | - | - | - | -4,530 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | - | - | - | -4,489 | -100.00% | - | Jun 30, 2024 |
| DUPREE FINANCIAL GROUP, LLC | - | - | - | -4,398 | -100.00% | - | Jun 30, 2024 |
| TIEMANN INVESTMENT ADVISORS, LLC | - | - | - | -4,366 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -4,351 | -100.00% | - | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | - | - | - | -4,301 | -100.00% | - | Jun 30, 2024 |
| WESTBOURNE INVESTMENT ADVISORS, INC. | - | - | - | -4,217 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
| MOODY LYNN & LIEBERSON, LLC | - | - | - | -4,050 | -100.00% | - | Jun 30, 2024 |
| MODERA WEALTH MANAGEMENT, LLC | - | - | - | -3,882 | -100.00% | - | Jun 30, 2024 |
| PALISADES HUDSON ASSET MANAGEMENT, L.P. | - | - | - | -3,610 | -100.00% | - | Jun 30, 2024 |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | - | - | - | -2,086 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -1,330 | -100.00% | - | Jun 30, 2024 |
| NEW REPUBLIC CAPITAL, LLC | - | - | - | -999 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -990 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -905 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -774 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -312 | -100.00% | - | Jun 30, 2024 |
| KEY FINANCIAL INC | - | - | - | -227 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -227 | -100.00% | - | Jun 30, 2024 |
| MENDOTA FINANCIAL GROUP, LLC | - | - | - | -195 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -91 | -100.00% | - | Jun 30, 2024 |
| RED TORTOISE LLC | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -9 | -100.00% | - | Jun 30, 2024 | |
| WHITTIER TRUST CO OF NEVADA INC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Brown-Forman's largest sold out institutional shareholder by shares sold is NATIONAL PENSION SERVICE, sold -0.48M shares, valued at -, as of undefined.
Brown-Forman Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 1.54% | 10,153 | - | - | Mar 31, 2021 |
| TAX-MANAGED GROWTH PORTFOLIO | 1.11% | 420,049 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.94% | -17,733 | 1,224 | -6.46% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.41% | 214,810 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.37% | 130,392 | 28,600 | 28.10% | Mar 31, 2024 |
| Infusive US Trust | 0.30% | 1,433 | -346 | -19.45% | Mar 31, 2022 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.30% | 35,266 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.28% | 20,178 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.27% | 311,266 | -34,675 | -10.02% | Mar 28, 2024 |
| PIONEER SERIES TRUST XII | 0.25% | 182,069 | - | - | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.24% | 219,696 | 172,424 | 364.75% | Mar 31, 2022 |
| GABELLI ASSET FUND | 0.24% | 85,450 | - | - | Dec 29, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.21% | 6,192 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.15% | 74,059 | - | - | Mar 28, 2024 |
| SYNTAX ETF TRUST | 0.14% | 4,368 | 116 | 2.73% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.11% | 1,130,102 | -20,609 | -1.79% | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.11% | 226 | -4,454 | -95.17% | Jan 31, 2021 |
| Reality Shares ETF Trust | 0.09% | 17,608 | 4,175 | 31.08% | Oct 30, 2020 |
| MASTER ADVANTAGE SMID CAP LLC | 0.08% | 10,266 | 9,469 | 1188.08% | Dec 31, 2020 |
| Pioneer Series Trust III | 0.08% | 22,550 | - | - | Feb 29, 2024 |
| Impact Shares Trust I | 0.07% | 783 | 13 | 1.69% | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.07% | 4,387 | 1,682 | 62.18% | Jan 31, 2024 |
| OSI ETF Trust | 0.07% | 12,659 | - | - | Mar 31, 2022 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 11,818 | 791 | 7.17% | Sep 30, 2021 |
| VIRTUS EQUITY TRUST | 0.07% | 553,389 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.06% | 26,300,364 | -199,314 | -0.75% | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.06% | 503,600 | - | - | Jan 31, 2024 |
| MADISON FUNDS | 0.06% | 332,059 | 221,893 | 201.42% | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.06% | 8,871 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.06% | 2,198,868 | -49,531 | -2.20% | Mar 31, 2024 |
| Index Funds | 0.06% | 469 | -16 | -3.30% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.05% | 346,563 | - | - | Aug 31, 2023 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.05% | 1,325,118 | 18,751 | 1.44% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.05% | 4,712 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.05% | 1,384,650 | -43,413 | -3.04% | Mar 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.04% | 49,300 | - | - | Dec 29, 2023 |
| TrimTabs ETF Trust | 0.04% | 25,540 | - | - | Jan 31, 2024 |
| MP63 FUND INC | 0.04% | 670 | - | - | May 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.03% | 33,458 | - | - | Feb 29, 2024 |
| SELECT SECTOR SPDR TRUST | 0.03% | 1,216,945 | -76,834 | -5.94% | Mar 31, 2024 |
| ULTRA SERIES FUND | 0.02% | 43,637 | -1,102 | -2.46% | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.02% | 8,928 | 179 | 2.05% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 1,961,524 | 308,977 | 18.70% | Jan 31, 2024 |
| Northern Lights Variable Trust | 0.02% | 22,555 | - | - | Mar 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.02% | 54,623 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,794 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.02% | 103,304 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.02% | 1,047,320 | 622 | 0.06% | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.02% | 13,330 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.02% | 50 | 41 | 455.56% | May 31, 2022 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.02% | 6,618 | -552 | -7.70% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 41,901 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 41,500 | 16,100 | 63.39% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 583,562 | 17,145 | 3.03% | Jan 31, 2024 |
| Brown Advisory Funds | 0.01% | 507,447 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,786,188 | 51,755 | 1.89% | Feb 29, 2024 |
| SSGA FUNDS | 0.01% | 5,827 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.01% | 3,137,337 | 305,032 | 10.77% | Feb 29, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.01% | 3,501 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,066 | - | - | Mar 28, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 43,662 | -15,448 | -26.13% | Feb 29, 2024 |
| Goldman Sachs ETF Trust II | 0.01% | 10,303 | 27 | 0.26% | Feb 29, 2024 |
| Emles Trust | 0.01% | 998 | -250 | -20.03% | Sep 30, 2022 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 9,359 | -1,101 | -10.53% | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.01% | 22,200 | - | - | Mar 28, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.01% | 225,000 | - | - | Feb 29, 2024 |
| Virtus ETF Trust II | 0.01% | 10,481 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,400 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 35,392 | - | - | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 12,500 | - | - | Dec 29, 2023 |
| FIDELITY COVINGTON TRUST | 0.01% | 136,700 | -5,985 | -4.19% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 25,653 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 15,000 | - | - | Mar 28, 2024 |
| Cavanal Hill Funds | 0.01% | 12,876 | - | - | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 13,680 | - | - | Mar 31, 2024 |
| Exchange Listed Funds Trust | 0.01% | 6,970 | - | - | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 28,470 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.01% | 131,510 | -227 | -0.17% | Mar 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.01% | 129,207 | 974 | 0.76% | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.01% | 1,225 | - | - | Jan 31, 2024 |
| RYDEX SERIES FUNDS | 0.01% | 23,031 | -804 | -3.37% | Dec 31, 2023 |
| BlackRock ETF Trust | 0.01% | 4,768 | 4,417 | 1258.40% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 63,936 | -554 | -0.86% | Mar 31, 2024 |
| DEUTSCHE DWS ASSET ALLOCATION TRUST | 0.01% | 600 | - | - | Feb 29, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 225,322 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,870 | -249 | -7.98% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 248,024 | -100,658 | -28.87% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 37,500 | -500 | -1.32% | Mar 31, 2024 |
| IVY FUNDS | 0.00% | 1,537,309 | 14,741 | 0.97% | Mar 28, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.00% | 32,616 | - | - | Feb 29, 2024 |
| Gateway Trust | 0.00% | 8,858 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 18,693 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 3,410 | 1,150 | 50.88% | Dec 31, 2023 |
| VANGUARD WORLD FUND | 0.00% | 960,830 | -38,123 | -3.82% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 4,300 | -156 | -3.50% | Dec 31, 2023 |
| JANUS INVESTMENT FUND | 0.00% | 1,075,705 | 275,131 | 34.37% | Dec 31, 2023 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 49,875 | -1,853 | -3.58% | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 285,665 | - | - | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 49,053 | -8,812 | -15.23% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.00% | 781 | - | - | Dec 31, 2023 |
Brown-Forman's largest mutual fund holder by % of total assets is "DSS AMERICAFIRST QUANTITATIVE FUNDS", owning 10.15K shares, compromising 1.54% of its total assets.
Brown-Forman Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 572 | -5.77% |
| 31 Mar, 24 | 607 | -1.14% |
| 31 Dec, 23 | 614 | - |
| 30 Sep, 23 | 614 | -5.25% |
| 30 Jun, 23 | 648 | -0.61% |
| 31 Mar, 23 | 652 | -3.41% |
| 31 Dec, 22 | 675 | 3.37% |
| 30 Sep, 22 | 653 | - |
| 30 Jun, 22 | 653 | -0.15% |
| 31 Mar, 22 | 654 | 0.46% |
| 31 Dec, 21 | 651 | 6.55% |
| 30 Sep, 21 | 611 | -3.32% |
| 30 Jun, 21 | 632 | -1.40% |
| 31 Mar, 21 | 641 | 1.42% |
| 31 Dec, 20 | 632 | 1.44% |
| 30 Sep, 20 | 623 | 4.71% |
| 30 Jun, 20 | 595 | 2.23% |
| 31 Mar, 20 | 582 | -0.85% |
| 31 Dec, 19 | 587 | 5.01% |
| 30 Sep, 19 | 559 | 1.27% |
| 30 Jun, 19 | 552 | 3.56% |
| 31 Mar, 19 | 533 | 5.96% |
| 31 Dec, 18 | 503 | -1.76% |
| 30 Sep, 18 | 512 | 0.59% |
| 30 Jun, 18 | 509 | -2.12% |
| 31 Mar, 18 | 520 | 4.84% |
| 31 Dec, 17 | 496 | 10.47% |
| 30 Sep, 17 | 449 | -1.75% |
| 30 Jun, 17 | 457 | 1.33% |
| 31 Mar, 17 | 451 | 0.45% |
| 31 Dec, 16 | 449 | -0.88% |
| 30 Sep, 16 | 453 | -1.09% |
| 30 Jun, 16 | 458 | 2.92% |
| 31 Mar, 16 | 445 | -1.33% |
| 31 Dec, 15 | 451 | 6.37% |
| 30 Sep, 15 | 424 | 1.68% |
| 30 Jun, 15 | 417 | 3.99% |
| 31 Mar, 15 | 401 | -4.30% |
| 31 Dec, 14 | 419 | 7.44% |
| 30 Sep, 14 | 390 | -3.70% |
| 30 Jun, 14 | 405 | 2.02% |
| 31 Mar, 14 | 397 | 7.01% |
| 31 Dec, 13 | 371 | 0.82% |
| 30 Sep, 13 | 368 | 3.08% |
| 30 Jun, 13 | 357 | 142.86% |
| 31 Mar, 13 | 147 | -6.96% |
| 31 Dec, 12 | 158 | 3.95% |
| 30 Sep, 12 | 152 | 5.56% |
| 30 Jun, 12 | 144 | 2.86% |
| 31 Mar, 12 | 140 | 6.06% |
| 31 Dec, 11 | 132 | 12.82% |
| 30 Sep, 11 | 117 | -4.10% |
| 30 Jun, 11 | 122 | 8.93% |
| 31 Mar, 11 | 112 | 12.00% |
| 31 Dec, 10 | 100 | 6.38% |
| 30 Sep, 10 | 94 | 4.44% |
| 30 Jun, 10 | 90 | -1.10% |
| 31 Mar, 10 | 91 | 10.98% |
| 31 Dec, 09 | 82 | -5.75% |
| 30 Sep, 09 | 87 | -6.45% |
| 30 Jun, 09 | 93 | 14.81% |
| 31 Mar, 09 | 81 | -18.18% |
| 31 Dec, 08 | 99 | 23.75% |
| 30 Sep, 08 | 80 | 9.59% |
| 30 Jun, 08 | 73 | - |
| 31 Mar, 08 | 73 | 1.39% |
| 31 Dec, 07 | 72 | 14.29% |
| 30 Sep, 07 | 63 | -3.08% |
| 30 Jun, 07 | 65 | -1.52% |
| 31 Mar, 07 | 66 | -2.94% |
| 31 Dec, 06 | 68 | 11.48% |
| 30 Sep, 06 | 61 | -8.96% |
| 30 Jun, 06 | 67 | 6.35% |
| 31 Mar, 06 | 63 | 12.50% |
| 31 Dec, 05 | 56 | -1.75% |
| 30 Sep, 05 | 57 | - |
| 30 Jun, 05 | 57 | 16.33% |
| 31 Mar, 05 | 49 | 13.95% |
| 31 Dec, 04 | 43 | -10.42% |
| 30 Sep, 04 | 48 | 11.63% |
| 30 Jun, 04 | 43 | -12.24% |
| 31 Mar, 04 | 49 | 28.95% |
| 31 Dec, 03 | 38 | 11.76% |
| 30 Sep, 03 | 34 | 21.43% |
| 30 Jun, 03 | 28 | -9.68% |
| 31 Mar, 03 | 31 | - |
| 31 Dec, 02 | 31 | -3.13% |
| 30 Sep, 02 | 32 | 3.23% |
| 30 Jun, 02 | 31 | 3.33% |
| 31 Mar, 02 | 30 | 36.36% |
| 31 Dec, 01 | 22 | 4.76% |
| 30 Sep, 01 | 21 | -8.70% |
| 30 Jun, 01 | 23 | -4.17% |
| 31 Mar, 01 | 24 | 14.29% |
| 31 Dec, 00 | 21 | - |
| 30 Sep, 00 | 21 | -16.00% |
| 30 Jun, 00 | 25 | 19.05% |
| 31 Mar, 00 | 21 | 16.67% |
| 31 Dec, 99 | 18 | -18.18% |
| 30 Sep, 99 | 22 | -12.00% |
| 30 Jun, 99 | 25 | 8.70% |
| 31 Mar, 99 | 23 | 2200.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 572 institutions are holding Brown-Forman's shares, representing a decrease of -5.77% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 173,462,483 | 7.85% |
| 31 Mar, 24 | 160,839,810 | 0.68% |
| 31 Dec, 23 | 159,753,851 | 1.77% |
| 30 Sep, 23 | 156,976,945 | -0.00% |
| 30 Jun, 23 | 156,980,980 | 2.71% |
| 31 Mar, 23 | 152,841,236 | 0.46% |
| 31 Dec, 22 | 152,134,020 | 0.30% |
| 30 Sep, 22 | 151,675,053 | 0.88% |
| 30 Jun, 22 | 150,348,857 | -1.37% |
| 31 Mar, 22 | 152,433,129 | 0.69% |
| 31 Dec, 21 | 151,391,810 | -0.21% |
| 30 Sep, 21 | 151,713,730 | 0.14% |
| 30 Jun, 21 | 151,507,007 | 1.37% |
| 31 Mar, 21 | 149,456,444 | -1.69% |
| 31 Dec, 20 | 152,029,921 | 1.92% |
| 30 Sep, 20 | 149,158,953 | -0.03% |
| 30 Jun, 20 | 149,205,108 | -2.02% |
| 31 Mar, 20 | 152,275,006 | 0.40% |
| 31 Dec, 19 | 151,673,236 | 0.95% |
| 30 Sep, 19 | 150,241,507 | 2.66% |
| 30 Jun, 19 | 146,353,273 | 3.86% |
| 31 Mar, 19 | 140,910,419 | 7.47% |
| 31 Dec, 18 | 131,118,868 | -1.63% |
| 30 Sep, 18 | 133,294,654 | -4.50% |
| 30 Jun, 18 | 139,578,021 | 5.06% |
| 31 Mar, 18 | 132,861,275 | 36.22% |
| 31 Dec, 17 | 97,535,882 | 2.06% |
| 30 Sep, 17 | 95,568,965 | 0.64% |
| 30 Jun, 17 | 94,963,066 | -4.58% |
| 31 Mar, 17 | 99,517,188 | -1.87% |
| 31 Dec, 16 | 101,412,265 | -0.37% |
| 30 Sep, 16 | 101,792,872 | 88.27% |
| 30 Jun, 16 | 54,066,503 | -5.21% |
| 31 Mar, 16 | 57,038,374 | 0.41% |
| 31 Dec, 15 | 56,805,562 | -17.69% |
| 30 Sep, 15 | 69,010,464 | 13.04% |
| 30 Jun, 15 | 61,051,554 | -3.01% |
| 31 Mar, 15 | 62,946,915 | -3.59% |
| 31 Dec, 14 | 65,290,407 | 0.51% |
| 30 Sep, 14 | 64,958,513 | -2.65% |
| 30 Jun, 14 | 66,725,245 | -1.51% |
| 31 Mar, 14 | 67,751,385 | 1.62% |
| 31 Dec, 13 | 66,669,368 | -1.03% |
| 30 Sep, 13 | 67,365,649 | 2.46% |
| 30 Jun, 13 | 65,746,466 | 194.56% |
| 31 Mar, 13 | 22,320,344 | 12.15% |
| 31 Dec, 12 | 19,902,708 | 9.16% |
| 30 Sep, 12 | 18,232,256 | 3.18% |
| 30 Jun, 12 | 17,670,997 | 6.85% |
| 31 Mar, 12 | 16,538,696 | -17.68% |
| 31 Dec, 11 | 20,091,340 | 11.87% |
| 30 Sep, 11 | 17,959,830 | 4.72% |
| 30 Jun, 11 | 17,150,309 | -2.36% |
| 31 Mar, 11 | 17,565,475 | 43.96% |
| 31 Dec, 10 | 12,201,401 | -1.73% |
| 30 Sep, 10 | 12,416,012 | -6.55% |
| 30 Jun, 10 | 13,286,400 | 7.62% |
| 31 Mar, 10 | 12,345,575 | -2.07% |
| 31 Dec, 09 | 12,606,660 | -3.50% |
| 30 Sep, 09 | 13,064,373 | 14.43% |
| 30 Jun, 09 | 11,416,772 | 5.25% |
| 31 Mar, 09 | 10,847,135 | -19.40% |
| 31 Dec, 08 | 13,458,694 | 94.48% |
| 30 Sep, 08 | 6,920,227 | 46.05% |
| 30 Jun, 08 | 4,738,249 | -2.86% |
| 31 Mar, 08 | 4,877,640 | -5.33% |
| 31 Dec, 07 | 5,152,467 | -10.33% |
| 30 Sep, 07 | 5,745,768 | -43.70% |
| 30 Jun, 07 | 10,204,802 | 40.12% |
| 31 Mar, 07 | 7,283,099 | 9.63% |
| 31 Dec, 06 | 6,643,368 | -11.20% |
| 30 Sep, 06 | 7,481,433 | 9.06% |
| 30 Jun, 06 | 6,859,967 | 55.86% |
| 31 Mar, 06 | 4,401,286 | 10.82% |
| 31 Dec, 05 | 3,971,668 | -28.09% |
| 30 Sep, 05 | 5,523,115 | 14.67% |
| 30 Jun, 05 | 4,816,478 | -16.53% |
| 31 Mar, 05 | 5,770,001 | 53.56% |
| 31 Dec, 04 | 3,757,527 | -0.12% |
| 30 Sep, 04 | 3,762,184 | -3.15% |
| 30 Jun, 04 | 3,884,545 | 1.63% |
| 31 Mar, 04 | 3,822,055 | 71.34% |
| 31 Dec, 03 | 2,230,642 | -34.43% |
| 30 Sep, 03 | 3,402,127 | 5.41% |
| 30 Jun, 03 | 3,227,600 | -21.67% |
| 31 Mar, 03 | 4,120,328 | 4.66% |
| 31 Dec, 02 | 3,936,698 | 161.27% |
| 30 Sep, 02 | 1,506,767 | -57.76% |
| 30 Jun, 02 | 3,566,738 | -4.67% |
| 31 Mar, 02 | 3,741,532 | 19.84% |
| 31 Dec, 01 | 3,122,078 | -4.21% |
| 30 Sep, 01 | 3,259,301 | -28.40% |
| 30 Jun, 01 | 4,552,250 | 27.66% |
| 31 Mar, 01 | 3,565,885 | -1.62% |
| 31 Dec, 00 | 3,624,463 | -12.26% |
| 30 Sep, 00 | 4,131,081 | -1.75% |
| 30 Jun, 00 | 4,204,519 | -1.60% |
| 31 Mar, 00 | 4,272,972 | 80.96% |
| 31 Dec, 99 | 2,361,314 | -58.28% |
| 30 Sep, 99 | 5,660,265 | -18.91% |
| 30 Jun, 99 | 6,980,145 | 11.44% |
| 31 Mar, 99 | 6,263,562 | 110936.38% |
| 31 Dec, 98 | 5,641 | - |
Brown-Forman (BF-B) has 173.46M shares outstanding as of 30 Jun 24, up 7.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 36.47% | 3.18% |
| 31 Mar, 24 | 33.87% | 2.99% |
| 31 Dec, 23 | 33.65% | 3.14% |
| 30 Sep, 23 | 32.76% | 3.05% |
| 30 Jun, 23 | 32.75% | 3.22% |
| 31 Mar, 23 | 31.89% | 3.16% |
| 31 Dec, 22 | 31.75% | 3.17% |
| 30 Sep, 22 | 31.66% | 3.21% |
| 30 Jun, 22 | 31.38% | 3.10% |
| 31 Mar, 22 | 31.82% | 3.18% |
| 31 Dec, 21 | 31.61% | 3.15% |
| 30 Sep, 21 | 31.68% | 3.16% |
| 30 Jun, 21 | 31.64% | 3.24% |
| 31 Mar, 21 | 31.23% | 3.10% |
| 31 Dec, 20 | 31.77% | 3.27% |
| 30 Sep, 20 | 31.17% | 3.20% |
| 30 Jun, 20 | 31.19% | 3.07% |
| 31 Mar, 20 | 31.87% | 3.16% |
| 31 Dec, 19 | 31.74% | 3.21% |
| 30 Sep, 19 | 31.45% | 3.35% |
| 30 Jun, 19 | 30.66% | 3.52% |
| 31 Mar, 19 | 29.52% | 3.91% |
| 31 Dec, 18 | 27.47% | 3.57% |
| 30 Sep, 18 | 27.74% | 3.29% |
| 30 Jun, 18 | 29.02% | 3.80% |
| 31 Mar, 18 | 27.62% | 6.70% |
| 31 Dec, 17 | 20.30% | 5.13% |
| 30 Sep, 17 | 19.90% | 5.09% |
| 30 Jun, 17 | 19.78% | 4.69% |
| 31 Mar, 17 | 20.53% | 4.61% |
| 31 Dec, 16 | 21.10% | 4.82% |
| 30 Sep, 16 | 20.93% | 17.28% |
| 30 Jun, 16 | 11.01% | 8.71% |
| 31 Mar, 16 | 11.24% | 8.81% |
| 31 Dec, 15 | 11.29% | 6.17% |
| 30 Sep, 15 | 13.53% | 9.74% |
| 30 Jun, 15 | 11.78% | 8.18% |
| 31 Mar, 15 | 12.00% | 7.84% |
| 31 Dec, 14 | 12.37% | 8.24% |
| 30 Sep, 14 | 12.25% | 7.84% |
| 30 Jun, 14 | 12.50% | 7.76% |
| 31 Mar, 14 | 12.70% | 8.11% |
| 31 Dec, 13 | 12.51% | 7.86% |
| 30 Sep, 13 | 12.62% | 8.33% |
| 30 Jun, 13 | 12.31% | 70.42% |
| 31 Mar, 13 | 4.18% | 30.05% |
| 31 Dec, 12 | 3.73% | 31.90% |
| 30 Sep, 12 | 3.42% | 31.10% |
| 30 Jun, 12 | 3.32% | 34.87% |
| 31 Mar, 12 | 3.08% | 21.64% |
| 31 Dec, 11 | 3.77% | 33.75% |
| 30 Sep, 11 | 3.34% | 33.54% |
| 30 Jun, 11 | 3.16% | 30.51% |
| 31 Mar, 11 | 3.22% | 63.95% |
| 31 Dec, 10 | 2.24% | 43.41% |
| 30 Sep, 10 | 2.27% | 38.90% |
| 30 Jun, 10 | 2.42% | 47.91% |
| 31 Mar, 10 | 2.25% | 42.80% |
| 31 Dec, 09 | 2.29% | 41.34% |
| 30 Sep, 09 | 2.35% | 56.85% |
| 30 Jun, 09 | 2.04% | 55.09% |
| 31 Mar, 09 | 1.92% | 33.82% |
| 31 Dec, 08 | 2.38% | 158.89% |
| 30 Sep, 08 | 1.22% | 174.02% |
| 30 Jun, 08 | 0.84% | 112.47% |
| 31 Mar, 08 | 0.86% | 107.86% |
| 31 Dec, 07 | 0.89% | 90.56% |
| 30 Sep, 07 | 0.99% | 31.84% |
| 30 Jun, 07 | 1.77% | 111.12% |
| 31 Mar, 07 | 1.26% | 94.92% |
| 31 Dec, 06 | 1.15% | 68.31% |
| 30 Sep, 06 | 1.30% | 91.18% |
| 30 Jun, 06 | 1.19% | 203.53% |
| 31 Mar, 06 | 0.77% | 159.08% |
| 31 Dec, 05 | 0.69% | 74.40% |
| 30 Sep, 05 | 0.97% | 136.01% |
| 30 Jun, 05 | 0.84% | 82.37% |
| 31 Mar, 05 | 1.01% | 233.34% |
| 31 Dec, 04 | 0.66% | 151.46% |
| 30 Sep, 04 | 0.66% | 142.17% |
| 30 Jun, 04 | 0.68% | 149.22% |
| 31 Mar, 04 | 0.68% | 443.75% |
| 31 Dec, 03 | 0.39% | 108.12% |
| 30 Sep, 03 | 0.60% | 181.29% |
| 30 Jun, 03 | 0.58% | 160.27% |
| 31 Mar, 03 | 0.60% | 160.08% |
| 31 Dec, 02 | 0.61% | 1119.12% |
| 30 Sep, 02 | 0.23% | 74.96% |
| 30 Jun, 02 | 0.56% | 162.71% |
| 31 Mar, 02 | 0.59% | 245.84% |
| 31 Dec, 01 | 0.49% | 189.33% |
| 30 Sep, 01 | 0.51% | 101.86% |
| 30 Jun, 01 | 0.71% | 228.13% |
| 31 Mar, 01 | 0.56% | 175.46% |
| 31 Dec, 00 | 0.56% | 135.92% |
| 30 Sep, 00 | 0.64% | 151.08% |
| 30 Jun, 00 | 0.65% | 145.67% |
| 31 Mar, 00 | 0.67% | 495.08% |
| 31 Dec, 99 | 0.37% | 47.34% |
| 30 Sep, 99 | 0.88% | 74.61% |
| 30 Jun, 99 | 1.09% | 114.58% |
| 31 Mar, 99 | 0.97% | 123301811.11% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, Brown-Forman is held by 36.47% institutional shareholders, representing a 3.18% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 272 | 10.57% |
| 31 Mar, 24 | 246 | -15.75% |
| 31 Dec, 23 | 292 | 24.26% |
| 30 Sep, 23 | 235 | -13.92% |
| 30 Jun, 23 | 273 | 2.63% |
| 31 Mar, 23 | 266 | -19.15% |
| 31 Dec, 22 | 329 | 10.40% |
| 30 Sep, 22 | 298 | 1.71% |
| 30 Jun, 22 | 293 | 2.09% |
| 31 Mar, 22 | 287 | -10.03% |
| 31 Dec, 21 | 319 | 17.28% |
| 30 Sep, 21 | 272 | 6.25% |
| 30 Jun, 21 | 256 | -0.78% |
| 31 Mar, 21 | 258 | -9.79% |
| 31 Dec, 20 | 286 | 11.28% |
| 30 Sep, 20 | 257 | 1.98% |
| 30 Jun, 20 | 252 | 0.80% |
| 31 Mar, 20 | 250 | -4.58% |
| 31 Dec, 19 | 262 | -4.03% |
| 30 Sep, 19 | 273 | 3.80% |
| 30 Jun, 19 | 263 | -0.75% |
| 31 Mar, 19 | 265 | 23.83% |
| 31 Dec, 18 | 214 | 8.63% |
| 30 Sep, 18 | 197 | -18.26% |
| 30 Jun, 18 | 241 | -50.00% |
| 31 Mar, 18 | 482 | 111.40% |
| 31 Dec, 17 | 228 | 12.87% |
| 30 Sep, 17 | 202 | 5.76% |
| 30 Jun, 17 | 191 | -3.05% |
| 31 Mar, 17 | 197 | 12.57% |
| 31 Dec, 16 | 175 | -58.13% |
| 30 Sep, 16 | 418 | 129.67% |
| 30 Jun, 16 | 182 | 2.25% |
| 31 Mar, 16 | 178 | -2.20% |
| 31 Dec, 15 | 182 | 18.18% |
| 30 Sep, 15 | 154 | -10.98% |
| 30 Jun, 15 | 173 | -3.89% |
| 31 Mar, 15 | 180 | -1.64% |
| 31 Dec, 14 | 183 | 22.00% |
| 30 Sep, 14 | 150 | -9.64% |
| 30 Jun, 14 | 166 | -15.74% |
| 31 Mar, 14 | 197 | 34.93% |
| 31 Dec, 13 | 146 | -18.44% |
| 30 Sep, 13 | 179 | -30.89% |
| 30 Jun, 13 | 259 | 254.79% |
| 31 Mar, 13 | 73 | -20.65% |
| 31 Dec, 12 | 92 | -35.66% |
| 30 Sep, 12 | 143 | 110.29% |
| 30 Jun, 12 | 68 | -4.23% |
| 31 Mar, 12 | 71 | -6.58% |
| 31 Dec, 11 | 76 | 22.58% |
| 30 Sep, 11 | 62 | -3.13% |
| 30 Jun, 11 | 64 | 1.59% |
| 31 Mar, 11 | 63 | 26.00% |
| 31 Dec, 10 | 50 | -1.96% |
| 30 Sep, 10 | 51 | - |
| 30 Jun, 10 | 51 | 8.51% |
| 31 Mar, 10 | 47 | 4.44% |
| 31 Dec, 09 | 45 | -8.16% |
| 30 Sep, 09 | 49 | -5.77% |
| 30 Jun, 09 | 52 | 1.96% |
| 31 Mar, 09 | 51 | -44.57% |
| 31 Dec, 08 | 92 | 130.00% |
| 30 Sep, 08 | 40 | 5.26% |
| 30 Jun, 08 | 38 | -9.52% |
| 31 Mar, 08 | 42 | -14.29% |
| 31 Dec, 07 | 49 | 28.95% |
| 30 Sep, 07 | 38 | 8.57% |
| 30 Jun, 07 | 35 | 6.06% |
| 31 Mar, 07 | 33 | -8.33% |
| 31 Dec, 06 | 36 | 24.14% |
| 30 Sep, 06 | 29 | -12.12% |
| 30 Jun, 06 | 33 | 10.00% |
| 31 Mar, 06 | 30 | - |
| 31 Dec, 05 | 30 | -6.25% |
| 30 Sep, 05 | 32 | 14.29% |
| 30 Jun, 05 | 28 | 33.33% |
| 31 Mar, 05 | 21 | -22.22% |
| 31 Dec, 04 | 27 | -6.90% |
| 30 Sep, 04 | 29 | 38.10% |
| 30 Jun, 04 | 21 | -52.27% |
| 31 Mar, 04 | 44 | 144.44% |
| 31 Dec, 03 | 18 | 5.88% |
| 30 Sep, 03 | 17 | 6.25% |
| 30 Jun, 03 | 16 | 45.45% |
| 31 Mar, 03 | 11 | -38.89% |
| 31 Dec, 02 | 18 | 20.00% |
| 30 Sep, 02 | 15 | 15.38% |
| 30 Jun, 02 | 13 | -38.10% |
| 31 Mar, 02 | 21 | 61.54% |
| 31 Dec, 01 | 13 | 62.50% |
| 30 Sep, 01 | 8 | -20.00% |
| 30 Jun, 01 | 10 | - |
| 31 Mar, 01 | 10 | 25.00% |
| 31 Dec, 00 | 8 | -20.00% |
| 30 Sep, 00 | 10 | -33.33% |
| 30 Jun, 00 | 15 | 36.36% |
| 31 Mar, 00 | 11 | 22.22% |
| 31 Dec, 99 | 9 | 12.50% |
| 30 Sep, 99 | 8 | -42.86% |
| 30 Jun, 99 | 14 | -36.36% |
| 31 Mar, 99 | 22 | 2100.00% |
| 31 Dec, 98 | 1 | - |
272 institutional shareholders have increased their position in BF-B stock as of 30 Jun 24 compared to 246 in the previous quarter (a 10.57% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 212 | -16.54% |
| 31 Mar, 24 | 254 | 24.51% |
| 31 Dec, 23 | 204 | -16.73% |
| 30 Sep, 23 | 245 | 8.89% |
| 30 Jun, 23 | 225 | -6.64% |
| 31 Mar, 23 | 241 | 9.05% |
| 31 Dec, 22 | 221 | 5.74% |
| 30 Sep, 22 | 209 | -5.43% |
| 30 Jun, 22 | 221 | -2.64% |
| 31 Mar, 22 | 227 | 11.82% |
| 31 Dec, 21 | 203 | 2.01% |
| 30 Sep, 21 | 199 | -12.33% |
| 30 Jun, 21 | 227 | -8.47% |
| 31 Mar, 21 | 248 | 15.89% |
| 31 Dec, 20 | 214 | -7.76% |
| 30 Sep, 20 | 232 | -1.28% |
| 30 Jun, 20 | 235 | 5.38% |
| 31 Mar, 20 | 223 | 9.85% |
| 31 Dec, 19 | 203 | 24.54% |
| 30 Sep, 19 | 163 | -7.91% |
| 30 Jun, 19 | 177 | 9.94% |
| 31 Mar, 19 | 161 | -11.54% |
| 31 Dec, 18 | 182 | -12.92% |
| 30 Sep, 18 | 209 | 35.71% |
| 30 Jun, 18 | 154 | 381.25% |
| 31 Mar, 18 | 32 | -79.35% |
| 31 Dec, 17 | 155 | 4.03% |
| 30 Sep, 17 | 149 | -15.34% |
| 30 Jun, 17 | 176 | 9.32% |
| 31 Mar, 17 | 161 | -16.15% |
| 31 Dec, 16 | 192 | 585.71% |
| 30 Sep, 16 | 28 | -83.33% |
| 30 Jun, 16 | 168 | -6.15% |
| 31 Mar, 16 | 179 | -3.24% |
| 31 Dec, 15 | 185 | 1.65% |
| 30 Sep, 15 | 182 | 15.92% |
| 30 Jun, 15 | 157 | 5.37% |
| 31 Mar, 15 | 149 | -6.88% |
| 31 Dec, 14 | 160 | -1.23% |
| 30 Sep, 14 | 162 | 4.52% |
| 30 Jun, 14 | 155 | 26.02% |
| 31 Mar, 14 | 123 | -19.61% |
| 31 Dec, 13 | 153 | 24.39% |
| 30 Sep, 13 | 123 | 92.19% |
| 30 Jun, 13 | 64 | 12.28% |
| 31 Mar, 13 | 57 | 23.91% |
| 31 Dec, 12 | 46 | 475.00% |
| 30 Sep, 12 | 8 | -85.45% |
| 30 Jun, 12 | 55 | 10.00% |
| 31 Mar, 12 | 50 | 38.89% |
| 31 Dec, 11 | 36 | - |
| 30 Sep, 11 | 36 | -10.00% |
| 30 Jun, 11 | 40 | 25.00% |
| 31 Mar, 11 | 32 | -13.51% |
| 31 Dec, 10 | 37 | 15.63% |
| 30 Sep, 10 | 32 | 10.34% |
| 30 Jun, 10 | 29 | -3.33% |
| 31 Mar, 10 | 30 | 3.45% |
| 31 Dec, 09 | 29 | 7.41% |
| 30 Sep, 09 | 27 | -10.00% |
| 30 Jun, 09 | 30 | 50.00% |
| 31 Mar, 09 | 20 | 185.71% |
| 31 Dec, 08 | 7 | -73.08% |
| 30 Sep, 08 | 26 | 18.18% |
| 30 Jun, 08 | 22 | - |
| 31 Mar, 08 | 22 | 37.50% |
| 31 Dec, 07 | 16 | -15.79% |
| 30 Sep, 07 | 19 | -9.52% |
| 30 Jun, 07 | 21 | - |
| 31 Mar, 07 | 21 | - |
| 31 Dec, 06 | 21 | 5.00% |
| 30 Sep, 06 | 20 | 5.26% |
| 30 Jun, 06 | 19 | - |
| 31 Mar, 06 | 19 | - |
| 31 Dec, 05 | 19 | 18.75% |
| 30 Sep, 05 | 16 | -15.79% |
| 30 Jun, 05 | 19 | 5.56% |
| 31 Mar, 05 | 18 | 80.00% |
| 31 Dec, 04 | 10 | -16.67% |
| 30 Sep, 04 | 12 | - |
| 30 Jun, 04 | 12 | 200.00% |
| 31 Mar, 04 | 4 | -73.33% |
| 31 Dec, 03 | 15 | 15.38% |
| 30 Sep, 03 | 13 | 85.71% |
| 30 Jun, 03 | 7 | -50.00% |
| 31 Mar, 03 | 14 | 250.00% |
| 31 Dec, 02 | 4 | -55.56% |
| 30 Sep, 02 | 9 | -10.00% |
| 30 Jun, 02 | 10 | 150.00% |
| 31 Mar, 02 | 4 | -33.33% |
| 31 Dec, 01 | 6 | -14.29% |
| 30 Sep, 01 | 7 | 75.00% |
| 30 Jun, 01 | 4 | -42.86% |
| 31 Mar, 01 | 7 | -12.50% |
| 31 Dec, 00 | 8 | 33.33% |
| 30 Sep, 00 | 6 | -14.29% |
| 30 Jun, 00 | 7 | 40.00% |
| 31 Mar, 00 | 5 | -16.67% |
| 31 Dec, 99 | 6 | -33.33% |
| 30 Sep, 99 | 9 | 125.00% |
| 30 Jun, 99 | 4 | 300.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
212 institutional shareholders have reduced their position in BF-B stock as of 30 Jun 24 compared to 254 in the previous quarter (a -16.54% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 572 | -5.77% | 173,462,483 | 7.85% | 36.47% | 3.18% | 272 | 10.57% | 212 | -16.54% |
| 31 Mar, 24 | 607 | -1.14% | 160,839,810 | 0.68% | 33.87% | 2.99% | 246 | -15.75% | 254 | 24.51% |
| 31 Dec, 23 | 614 | - | 159,753,851 | 1.77% | 33.65% | 3.14% | 292 | 24.26% | 204 | -16.73% |
| 30 Sep, 23 | 614 | -5.25% | 156,976,945 | -0.00% | 32.76% | 3.05% | 235 | -13.92% | 245 | 8.89% |
| 30 Jun, 23 | 648 | -0.61% | 156,980,980 | 2.71% | 32.75% | 3.22% | 273 | 2.63% | 225 | -6.64% |
| 31 Mar, 23 | 652 | -3.41% | 152,841,236 | 0.46% | 31.89% | 3.16% | 266 | -19.15% | 241 | 9.05% |
| 31 Dec, 22 | 675 | 3.37% | 152,134,020 | 0.30% | 31.75% | 3.17% | 329 | 10.40% | 221 | 5.74% |
| 30 Sep, 22 | 653 | - | 151,675,053 | 0.88% | 31.66% | 3.21% | 298 | 1.71% | 209 | -5.43% |
| 30 Jun, 22 | 653 | -0.15% | 150,348,857 | -1.37% | 31.38% | 3.10% | 293 | 2.09% | 221 | -2.64% |
| 31 Mar, 22 | 654 | 0.46% | 152,433,129 | 0.69% | 31.82% | 3.18% | 287 | -10.03% | 227 | 11.82% |
| 31 Dec, 21 | 651 | 6.55% | 151,391,810 | -0.21% | 31.61% | 3.15% | 319 | 17.28% | 203 | 2.01% |
| 30 Sep, 21 | 611 | -3.32% | 151,713,730 | 0.14% | 31.68% | 3.16% | 272 | 6.25% | 199 | -12.33% |
| 30 Jun, 21 | 632 | -1.40% | 151,507,007 | 1.37% | 31.64% | 3.24% | 256 | -0.78% | 227 | -8.47% |
| 31 Mar, 21 | 641 | 1.42% | 149,456,444 | -1.69% | 31.23% | 3.10% | 258 | -9.79% | 248 | 15.89% |
| 31 Dec, 20 | 632 | 1.44% | 152,029,921 | 1.92% | 31.77% | 3.27% | 286 | 11.28% | 214 | -7.76% |
| 30 Sep, 20 | 623 | 4.71% | 149,158,953 | -0.03% | 31.17% | 3.20% | 257 | 1.98% | 232 | -1.28% |
| 30 Jun, 20 | 595 | 2.23% | 149,205,108 | -2.02% | 31.19% | 3.07% | 252 | 0.80% | 235 | 5.38% |
| 31 Mar, 20 | 582 | -0.85% | 152,275,006 | 0.40% | 31.87% | 3.16% | 250 | -4.58% | 223 | 9.85% |
| 31 Dec, 19 | 587 | 5.01% | 151,673,236 | 0.95% | 31.74% | 3.21% | 262 | -4.03% | 203 | 24.54% |
| 30 Sep, 19 | 559 | 1.27% | 150,241,507 | 2.66% | 31.45% | 3.35% | 273 | 3.80% | 163 | -7.91% |
| 30 Jun, 19 | 552 | 3.56% | 146,353,273 | 3.86% | 30.66% | 3.52% | 263 | -0.75% | 177 | 9.94% |
| 31 Mar, 19 | 533 | 5.96% | 140,910,419 | 7.47% | 29.52% | 3.91% | 265 | 23.83% | 161 | -11.54% |
| 31 Dec, 18 | 503 | -1.76% | 131,118,868 | -1.63% | 27.47% | 3.57% | 214 | 8.63% | 182 | -12.92% |
| 30 Sep, 18 | 512 | 0.59% | 133,294,654 | -4.50% | 27.74% | 3.29% | 197 | -18.26% | 209 | 35.71% |
| 30 Jun, 18 | 509 | -2.12% | 139,578,021 | 5.06% | 29.02% | 3.80% | 241 | -50.00% | 154 | 381.25% |
| 31 Mar, 18 | 520 | 4.84% | 132,861,275 | 36.22% | 27.62% | 6.70% | 482 | 111.40% | 32 | -79.35% |
| 31 Dec, 17 | 496 | 10.47% | 97,535,882 | 2.06% | 20.30% | 5.13% | 228 | 12.87% | 155 | 4.03% |
| 30 Sep, 17 | 449 | -1.75% | 95,568,965 | 0.64% | 19.90% | 5.09% | 202 | 5.76% | 149 | -15.34% |
| 30 Jun, 17 | 457 | 1.33% | 94,963,066 | -4.58% | 19.78% | 4.69% | 191 | -3.05% | 176 | 9.32% |
| 31 Mar, 17 | 451 | 0.45% | 99,517,188 | -1.87% | 20.53% | 4.61% | 197 | 12.57% | 161 | -16.15% |
| 31 Dec, 16 | 449 | -0.88% | 101,412,265 | -0.37% | 21.10% | 4.82% | 175 | -58.13% | 192 | 585.71% |
| 30 Sep, 16 | 453 | -1.09% | 101,792,872 | 88.27% | 20.93% | 17.28% | 418 | 129.67% | 28 | -83.33% |
| 30 Jun, 16 | 458 | 2.92% | 54,066,503 | -5.21% | 11.01% | 8.71% | 182 | 2.25% | 168 | -6.15% |
| 31 Mar, 16 | 445 | -1.33% | 57,038,374 | 0.41% | 11.24% | 8.81% | 178 | -2.20% | 179 | -3.24% |
| 31 Dec, 15 | 451 | 6.37% | 56,805,562 | -17.69% | 11.29% | 6.17% | 182 | 18.18% | 185 | 1.65% |
| 30 Sep, 15 | 424 | 1.68% | 69,010,464 | 13.04% | 13.53% | 9.74% | 154 | -10.98% | 182 | 15.92% |
| 30 Jun, 15 | 417 | 3.99% | 61,051,554 | -3.01% | 11.78% | 8.18% | 173 | -3.89% | 157 | 5.37% |
| 31 Mar, 15 | 401 | -4.30% | 62,946,915 | -3.59% | 12.00% | 7.84% | 180 | -1.64% | 149 | -6.88% |
| 31 Dec, 14 | 419 | 7.44% | 65,290,407 | 0.51% | 12.37% | 8.24% | 183 | 22.00% | 160 | -1.23% |
| 30 Sep, 14 | 390 | -3.70% | 64,958,513 | -2.65% | 12.25% | 7.84% | 150 | -9.64% | 162 | 4.52% |
| 30 Jun, 14 | 405 | 2.02% | 66,725,245 | -1.51% | 12.50% | 7.76% | 166 | -15.74% | 155 | 26.02% |
| 31 Mar, 14 | 397 | 7.01% | 67,751,385 | 1.62% | 12.70% | 8.11% | 197 | 34.93% | 123 | -19.61% |
| 31 Dec, 13 | 371 | 0.82% | 66,669,368 | -1.03% | 12.51% | 7.86% | 146 | -18.44% | 153 | 24.39% |
| 30 Sep, 13 | 368 | 3.08% | 67,365,649 | 2.46% | 12.62% | 8.33% | 179 | -30.89% | 123 | 92.19% |
| 30 Jun, 13 | 357 | 142.86% | 65,746,466 | 194.56% | 12.31% | 70.42% | 259 | 254.79% | 64 | 12.28% |
| 31 Mar, 13 | 147 | -6.96% | 22,320,344 | 12.15% | 4.18% | 30.05% | 73 | -20.65% | 57 | 23.91% |
| 31 Dec, 12 | 158 | 3.95% | 19,902,708 | 9.16% | 3.73% | 31.90% | 92 | -35.66% | 46 | 475.00% |
| 30 Sep, 12 | 152 | 5.56% | 18,232,256 | 3.18% | 3.42% | 31.10% | 143 | 110.29% | 8 | -85.45% |
| 30 Jun, 12 | 144 | 2.86% | 17,670,997 | 6.85% | 3.32% | 34.87% | 68 | -4.23% | 55 | 10.00% |
| 31 Mar, 12 | 140 | 6.06% | 16,538,696 | -17.68% | 3.08% | 21.64% | 71 | -6.58% | 50 | 38.89% |
| 31 Dec, 11 | 132 | 12.82% | 20,091,340 | 11.87% | 3.77% | 33.75% | 76 | 22.58% | 36 | - |
| 30 Sep, 11 | 117 | -4.10% | 17,959,830 | 4.72% | 3.34% | 33.54% | 62 | -3.13% | 36 | -10.00% |
| 30 Jun, 11 | 122 | 8.93% | 17,150,309 | -2.36% | 3.16% | 30.51% | 64 | 1.59% | 40 | 25.00% |
| 31 Mar, 11 | 112 | 12.00% | 17,565,475 | 43.96% | 3.22% | 63.95% | 63 | 26.00% | 32 | -13.51% |
| 31 Dec, 10 | 100 | 6.38% | 12,201,401 | -1.73% | 2.24% | 43.41% | 50 | -1.96% | 37 | 15.63% |
| 30 Sep, 10 | 94 | 4.44% | 12,416,012 | -6.55% | 2.27% | 38.90% | 51 | - | 32 | 10.34% |
| 30 Jun, 10 | 90 | -1.10% | 13,286,400 | 7.62% | 2.42% | 47.91% | 51 | 8.51% | 29 | -3.33% |
| 31 Mar, 10 | 91 | 10.98% | 12,345,575 | -2.07% | 2.25% | 42.80% | 47 | 4.44% | 30 | 3.45% |
| 31 Dec, 09 | 82 | -5.75% | 12,606,660 | -3.50% | 2.29% | 41.34% | 45 | -8.16% | 29 | 7.41% |
| 30 Sep, 09 | 87 | -6.45% | 13,064,373 | 14.43% | 2.35% | 56.85% | 49 | -5.77% | 27 | -10.00% |
| 30 Jun, 09 | 93 | 14.81% | 11,416,772 | 5.25% | 2.04% | 55.09% | 52 | 1.96% | 30 | 50.00% |
| 31 Mar, 09 | 81 | -18.18% | 10,847,135 | -19.40% | 1.92% | 33.82% | 51 | -44.57% | 20 | 185.71% |
| 31 Dec, 08 | 99 | 23.75% | 13,458,694 | 94.48% | 2.38% | 158.89% | 92 | 130.00% | 7 | -73.08% |
| 30 Sep, 08 | 80 | 9.59% | 6,920,227 | 46.05% | 1.22% | 174.02% | 40 | 5.26% | 26 | 18.18% |
| 30 Jun, 08 | 73 | - | 4,738,249 | -2.86% | 0.84% | 112.47% | 38 | -9.52% | 22 | - |
| 31 Mar, 08 | 73 | 1.39% | 4,877,640 | -5.33% | 0.86% | 107.86% | 42 | -14.29% | 22 | 37.50% |
| 31 Dec, 07 | 72 | 14.29% | 5,152,467 | -10.33% | 0.89% | 90.56% | 49 | 28.95% | 16 | -15.79% |
| 30 Sep, 07 | 63 | -3.08% | 5,745,768 | -43.70% | 0.99% | 31.84% | 38 | 8.57% | 19 | -9.52% |
| 30 Jun, 07 | 65 | -1.52% | 10,204,802 | 40.12% | 1.77% | 111.12% | 35 | 6.06% | 21 | - |
| 31 Mar, 07 | 66 | -2.94% | 7,283,099 | 9.63% | 1.26% | 94.92% | 33 | -8.33% | 21 | - |
| 31 Dec, 06 | 68 | 11.48% | 6,643,368 | -11.20% | 1.15% | 68.31% | 36 | 24.14% | 21 | 5.00% |
| 30 Sep, 06 | 61 | -8.96% | 7,481,433 | 9.06% | 1.30% | 91.18% | 29 | -12.12% | 20 | 5.26% |
| 30 Jun, 06 | 67 | 6.35% | 6,859,967 | 55.86% | 1.19% | 203.53% | 33 | 10.00% | 19 | - |
| 31 Mar, 06 | 63 | 12.50% | 4,401,286 | 10.82% | 0.77% | 159.08% | 30 | - | 19 | - |
| 31 Dec, 05 | 56 | -1.75% | 3,971,668 | -28.09% | 0.69% | 74.40% | 30 | -6.25% | 19 | 18.75% |
| 30 Sep, 05 | 57 | - | 5,523,115 | 14.67% | 0.97% | 136.01% | 32 | 14.29% | 16 | -15.79% |
| 30 Jun, 05 | 57 | 16.33% | 4,816,478 | -16.53% | 0.84% | 82.37% | 28 | 33.33% | 19 | 5.56% |
| 31 Mar, 05 | 49 | 13.95% | 5,770,001 | 53.56% | 1.01% | 233.34% | 21 | -22.22% | 18 | 80.00% |
| 31 Dec, 04 | 43 | -10.42% | 3,757,527 | -0.12% | 0.66% | 151.46% | 27 | -6.90% | 10 | -16.67% |
| 30 Sep, 04 | 48 | 11.63% | 3,762,184 | -3.15% | 0.66% | 142.17% | 29 | 38.10% | 12 | - |
| 30 Jun, 04 | 43 | -12.24% | 3,884,545 | 1.63% | 0.68% | 149.22% | 21 | -52.27% | 12 | 200.00% |
| 31 Mar, 04 | 49 | 28.95% | 3,822,055 | 71.34% | 0.68% | 443.75% | 44 | 144.44% | 4 | -73.33% |
| 31 Dec, 03 | 38 | 11.76% | 2,230,642 | -34.43% | 0.39% | 108.12% | 18 | 5.88% | 15 | 15.38% |
| 30 Sep, 03 | 34 | 21.43% | 3,402,127 | 5.41% | 0.60% | 181.29% | 17 | 6.25% | 13 | 85.71% |
| 30 Jun, 03 | 28 | -9.68% | 3,227,600 | -21.67% | 0.58% | 160.27% | 16 | 45.45% | 7 | -50.00% |
| 31 Mar, 03 | 31 | - | 4,120,328 | 4.66% | 0.60% | 160.08% | 11 | -38.89% | 14 | 250.00% |
| 31 Dec, 02 | 31 | -3.13% | 3,936,698 | 161.27% | 0.61% | 1119.12% | 18 | 20.00% | 4 | -55.56% |
| 30 Sep, 02 | 32 | 3.23% | 1,506,767 | -57.76% | 0.23% | 74.96% | 15 | 15.38% | 9 | -10.00% |
| 30 Jun, 02 | 31 | 3.33% | 3,566,738 | -4.67% | 0.56% | 162.71% | 13 | -38.10% | 10 | 150.00% |
| 31 Mar, 02 | 30 | 36.36% | 3,741,532 | 19.84% | 0.59% | 245.84% | 21 | 61.54% | 4 | -33.33% |
| 31 Dec, 01 | 22 | 4.76% | 3,122,078 | -4.21% | 0.49% | 189.33% | 13 | 62.50% | 6 | -14.29% |
| 30 Sep, 01 | 21 | -8.70% | 3,259,301 | -28.40% | 0.51% | 101.86% | 8 | -20.00% | 7 | 75.00% |
| 30 Jun, 01 | 23 | -4.17% | 4,552,250 | 27.66% | 0.71% | 228.13% | 10 | - | 4 | -42.86% |
| 31 Mar, 01 | 24 | 14.29% | 3,565,885 | -1.62% | 0.56% | 175.46% | 10 | 25.00% | 7 | -12.50% |
| 31 Dec, 00 | 21 | - | 3,624,463 | -12.26% | 0.56% | 135.92% | 8 | -20.00% | 8 | 33.33% |
| 30 Sep, 00 | 21 | -16.00% | 4,131,081 | -1.75% | 0.64% | 151.08% | 10 | -33.33% | 6 | -14.29% |
| 30 Jun, 00 | 25 | 19.05% | 4,204,519 | -1.60% | 0.65% | 145.67% | 15 | 36.36% | 7 | 40.00% |
| 31 Mar, 00 | 21 | 16.67% | 4,272,972 | 80.96% | 0.67% | 495.08% | 11 | 22.22% | 5 | -16.67% |
| 31 Dec, 99 | 18 | -18.18% | 2,361,314 | -58.28% | 0.37% | 47.34% | 9 | 12.50% | 6 | -33.33% |
| 30 Sep, 99 | 22 | -12.00% | 5,660,265 | -18.91% | 0.88% | 74.61% | 8 | -42.86% | 9 | 125.00% |
| 30 Jun, 99 | 25 | 8.70% | 6,980,145 | 11.44% | 1.09% | 114.58% | 14 | -36.36% | 4 | 300.00% |
| 31 Mar, 99 | 23 | 2200.00% | 6,263,562 | 110936.38% | 0.97% | 123301811.11% | 22 | 2100.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 5,641 | - | 0.00% | - | 1 | - | - | - |
Brown-Forman Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Brown-Forman's stock was made by Brown Stuart R on Jan 09 2024, selling 2,020 shares at - per share (valued at -).
Brown-Forman Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | 2 | 2 | 100.00% |
| Q3 2023 | 20 | 3 | 666.67% |
| Q2 2023 | 16 | 24 | 66.67% |
| Q1 2023 | 8 | 10 | 80.00% |
| Q4 2022 | 4 | 3 | 133.33% |
| Q3 2022 | 2 | 3 | 66.67% |
| Q2 2022 | - | 3 | - |
| Q1 2022 | 3 | 5 | 60.00% |
| Q4 2021 | 6 | 4 | 150.00% |
| Q3 2021 | 28 | 10 | 280.00% |
| Q2 2021 | 15 | 21 | 71.43% |
| Q1 2021 | 7 | 11 | 63.64% |
| Q4 2020 | 5 | 11 | 45.45% |
| Q3 2020 | 25 | 9 | 277.78% |
| Q2 2020 | 24 | 35 | 68.57% |
| Q1 2020 | 7 | 16 | 43.75% |
| Q4 2019 | 4 | 2 | 200.00% |
| Q3 2019 | 25 | 11 | 227.27% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Brown-Forman's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 6 | 2 | 300.00% |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | 2 | 3 | 66.67% |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 5 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 2 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Brown-Forman's stocks.
BF-B Ownership FAQ
Who Owns Brown-Forman?
Brown-Forman is owned by institutional shareholders (36.47%), insiders (1.98%), and public (61.55%). The largest institutional shareholder of Brown-Forman is VANGUARD GROUP INC (6.59% of total shares) and the top mutual fund owner is DSS AMERICAFIRST QUANTITATIVE FUNDS (1.54% of total shares).
Who are the major institutional shareholders of Brown-Forman?
Brown-Forman's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FUNDSMITH LLP, and CHAMPLAIN INVESTMENT PARTNERS, LLC. The top five shareholders own together 15.47% of the company's share outstanding.
How many Brown-Forman shareholders are there?
As of Jun 2024, there are 572 institutional shareholders of Brown-Forman.
What percentage of Brown-Forman is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 31.36M shares of Brown-Forman, representing 6.59% of the company's total shares outstanding, valued at $1.35B (as of Jun 2024).
What percentage of Brown-Forman is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 13.88M shares of Brown-Forman (BF-B), compromising 2.92% of the company, valued at $599.49M.
What percentage of Brown-Forman is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Brown-Forman. The company owns 12.14M of the company's shares outstanding (worth $527.09B).