Brown-Forman Ownership | Who Owns Brown-Forman?
Brown-Forman Ownership Summary
Brown-Forman is owned by 38.94% institutional investors, 2.19% insiders, and 58.87% retail investors. Vanguard group is the largest institutional shareholder, holding 6.27% of BF-B shares.
BF-B Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brown-Forman | 38.94% | 2.19% | 58.87% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Beverages - Wineries & Distilleries Stocks | 24.46% | 12.96% | 62.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 29.62M | 6.27% | $1.12B |
| Blackrock funding, inc. /de | 14.66M | 3.10% | $556.93M |
| Blackrock | 13.88M | 2.92% | $599.49M |
| State street | 12.42M | 2.63% | $474.59M |
| Fundsmith llp | 9.64M | 2.04% | $366.05M |
| Van eck associates | 5.46M | 1.15% | $207.28M |
| Invesco | 4.74M | 1.00% | $179.87M |
| Geode capital management | 4.29M | 0.91% | $162.68M |
| Charles schwab investment management | 3.86M | 0.82% | $146.45M |
| Proshare advisors | 3.85M | 0.82% | $146.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 136.55K | 4.24% | $5.19M |
| Black cypress capital management | 109.52K | 3.61% | $4.16M |
| Grace & white inc /ny | 436.70K | 3.10% | $16.59M |
| Hahn capital management | 182.23K | 3.03% | $6.92M |
| Manitou investment management | 355.33K | 2.67% | $13.50M |
| Eubel brady & suttman asset management | 522.37K | 2.62% | $19.84M |
| Absher wealth management | 478.66K | 2.38% | $18.18M |
| Hillman capital management | 146.17K | 2.06% | $5.55M |
| Savoir faire capital management | 112.98K | 1.85% | $3.42M |
| William allan | 78.41K | 1.83% | $2.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.32M | 0.01% | 2.32M |
| Madison investment advisors | 1.61M | 0.69% | 1.61M |
| Man group | 1.34M | 0.13% | 1.28M |
| Point72 asset management | 979.75K | 0.08% | 979.75K |
| Ubs group | 1.27M | 0.01% | 934.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 5.46M | 0.27% | -3.37M |
| State street | 12.42M | 0.02% | -1.89M |
| Millennium management | 866.15K | 0.02% | -1.80M |
| Goldman sachs group | 2.48M | 0.01% | -1.73M |
| Champlain investment partners | 3.32M | 0.80% | -1.64M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.32M | 0.01% | 2.32M | $88.12M |
| Madison investment advisors | 1.61M | 0.69% | 1.61M | $61.19M |
| Point72 asset management | 979.75K | 0.08% | 979.75K | $37.21M |
| Raymond james financial | 562.76K | 0.01% | 562.76K | $21.37M |
| Sprucegrove investment management | 249.80K | 0.68% | 249.80K | $9.49M |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Opal wealth advisors | -1.00 |
| Creekmur asset management | -2.00 |
| Fairman group | -6.00 |
| Voisard asset management group | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 622 | 1.47% | 184,035,871 | -0.64% | 38 | 2.54% | 299 | -9.39% | 227 | 26.11% |
| 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% |
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 |
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