| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 7.5% | $616,154,812 | 22,753,132 | FMR LLC | 30 Sep 2025 |
As of 30 Sep 2025, 610 institutional investors reported holding 214,669,753 shares of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB). This represents 71% of the company’s total 303,375,092 outstanding shares.
The largest institutional shareholders of BROWN FORMAN CORP - CLASS B COMMON STOCK (BFB) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10% | 30,690,257 | -1.9% | 0.01% | $831,092,160 |
| FMR LLC | 7.5% | 22,753,132 | +122% | 0.03% | $616,154,812 |
| BlackRock, Inc. | 4.8% | 14,604,627 | -0.77% | 0.01% | $395,493,312 |
| STATE STREET CORP | 3.8% | 11,560,603 | -3.5% | 0.01% | $315,627,261 |
| Invesco Ltd. | 2.3% | 7,052,157 | +0.16% | 0.03% | $190,972,412 |
| BANK OF AMERICA CORP /DE/ | 2.1% | 6,404,018 | -1.5% | 0.01% | $173,420,800 |
| VAN ECK ASSOCIATES CORP | 2% | 6,104,566 | +478% | 0.15% | $165,312,000 |
| MORGAN STANLEY | 2% | 5,930,891 | -0.43% | 0.01% | $160,608,562 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 5,490,549 | +0.35% | 0.01% | $148,167,457 |
| ProShare Advisors LLC | 1.8% | 5,409,112 | +17% | 0.31% | $146,478,753 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6% | 4,851,218 | +18% | 0.02% | $131,371,258 |
| Black Creek Investment Management Inc. | 1.5% | 4,573,642 | +24% | 5.8% | $123,854,225 |
| UBS Group AG | 1.2% | 3,514,317 | +104% | 0.02% | $95,167,705 |
| EQUITY INVESTMENT CORP | 1.1% | 3,411,338 | +1.9% | 1.9% | $92,379,026 |
| WELLS FARGO & COMPANY/MN | 0.99% | 3,006,388 | +3.6% | 0.02% | $81,412,976 |
| GOLDMAN SACHS GROUP INC | 0.93% | 2,808,684 | +22% | 0.01% | $76,059,172 |
| D. E. Shaw & Co., Inc. | 0.87% | 2,636,290 | +364% | 0.06% | $71,390,733 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.83% | 2,527,483 | -3% | 0.01% | $68,444,239 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.8% | 2,440,699 | 0.02% | $66,094,129 | |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 0.76% | 2,305,338 | -6% | 0.01% | $62,428,553 |
| NORTHERN TRUST CORP | 0.68% | 2,063,427 | -0.98% | 0.01% | $55,877,603 |
| Bank of New York Mellon Corp | 0.65% | 1,982,711 | +2.3% | 0.01% | $53,691,802 |
| DIMENSIONAL FUND ADVISORS LP | 0.61% | 1,861,941 | -1.4% | 0.01% | $50,420,676 |
| DEUTSCHE BANK AG\ | 0.61% | 1,853,921 | +45% | 0.02% | $50,204,181 |
| Vest Financial, LLC | 0.58% | 1,760,263 | +14% | 0.62% | $47,667,922 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,984,997 | $208,337,610 | +$511,780 | $26.06 | 94 |
| 2025 Q3 | 214,669,753 | $5,815,339,160 | +$489,563,232 | $27.08 | 610 |
| 2025 Q2 | 196,789,376 | $5,301,753,869 | -$124,723,239 | $26.91 | 629 |
| 2025 Q1 | 195,764,339 | $6,645,941,649 | +$399,479,218 | $33.94 | 628 |
| 2024 Q4 | 184,567,490 | $7,009,115,389 | -$108,786,124 | $37.98 | 618 |
| 2024 Q3 | 184,450,684 | $9,067,119,960 | +$531,999,414 | $49.20 | 602 |
| 2024 Q2 | 173,669,631 | $7,500,097,109 | +$527,084,817 | $43.19 | 579 |
| 2024 Q1 | 158,040,869 | $8,153,871,327 | +$2,123,628 | $51.62 | 597 |
| 2023 Q4 | 435,636 | $24,874,750 | -$2,371,538 | $57.10 | 8 |
| 2023 Q3 | 157,125,994 | $9,065,345,047 | +$104,908,411 | $57.69 | 604 |
| 2023 Q2 | 154,869,765 | $10,333,479,623 | +$112,009,047 | $66.78 | 633 |
| 2023 Q1 | 152,825,659 | $9,817,522,707 | +$80,045,077 | $64.27 | 640 |
| 2022 Q4 | 151,314,195 | $9,940,224,819 | +$9,375,841 | $65.68 | 660 |
| 2022 Q3 | 150,529,045 | $10,025,624,956 | +$160,640,723 | $66.57 | 629 |
| 2022 Q2 | 147,233,181 | $10,266,834,672 | -$2,707,881 | $70.16 | 632 |
| 2022 Q1 | 150,702,493 | $10,094,388,783 | -$66,828,855 | $67.02 | 632 |
| 2021 Q4 | 151,501,356 | $11,020,316,297 | -$14,725,070 | $72.86 | 631 |
| 2021 Q3 | 149,923,749 | $10,029,814,797 | -$35,811,057 | $67.01 | 596 |
| 2021 Q2 | 151,707,703 | $11,339,860,532 | +$158,422,269 | $74.94 | 619 |
| 2021 Q1 | 149,518,627 | $10,291,041,277 | -$143,746,065 | $68.97 | 627 |
| 2020 Q4 | 151,375,302 | $11,984,399,769 | +$192,774,383 | $79.43 | 612 |
| 2020 Q3 | 148,756,172 | $11,174,629,075 | -$649,701 | $75.32 | 606 |
| 2020 Q2 | 145,249,167 | $9,230,445,689 | -$175,860,542 | $63.66 | 573 |
| 2020 Q1 | 149,190,011 | $8,284,289,026 | -$29,222,320 | $55.51 | 554 |
| 2019 Q4 | 151,371,792 | $10,218,588,322 | +$59,099,243 | $67.60 | 576 |
| 2019 Q3 | 150,381,477 | $9,429,659,042 | +$258,886,076 | $62.78 | 546 |
| 2019 Q2 | 143,828,495 | $7,959,546,216 | +$626,690,838 | $55.43 | 535 |
| 2019 Q1 | 140,502,775 | $7,405,775,161 | +$486,426,094 | $52.78 | 521 |
| 2018 Q4 | 128,521,507 | $6,105,680,492 | -$82,069,942 | $47.58 | 489 |
| 2018 Q3 | 129,144,652 | $6,514,645,851 | -$309,940,014 | $50.55 | 491 |
| 2018 Q2 | 139,455,534 | $6,825,494,389 | +$360,708,654 | $49.01 | 497 |
| 2018 Q1 | 130,323,414 | $7,071,101,947 | +$1,887,593,808 | $54.40 | 498 |
| 2017 Q4 | 97,651,417 | $6,688,758,940 | +$144,072,137 | $68.67 | 483 |
| 2017 Q3 | 95,173,901 | $5,167,848,864 | +$52,762,177 | $54.30 | 439 |
| 2017 Q2 | 94,332,566 | $4,584,835,500 | -$206,851,196 | $48.60 | 436 |
| 2017 Q1 | 99,016,074 | $4,572,310,499 | +$423,484,625 | $46.18 | 436 |
| 2016 Q4 | 101,323,911 | $4,551,963,351 | -$54,481,808 | $44.92 | 431 |
| 2016 Q3 | 101,758,724 | $4,824,554,687 | +$2,228,195,129 | $47.44 | 435 |
| 2016 Q2 | 53,934,586 | $5,379,469,429 | -$27,923,422 | $99.76 | 447 |
| 2016 Q1 | 53,908,164 | $5,306,515,572 | -$241,131,534 | $98.47 | 432 |
| 2015 Q4 | 56,589,542 | $5,617,835,708 | -$125,337,217 | $99.28 | 441 |
| 2015 Q3 | 57,480,787 | $5,569,340,511 | -$306,987,523 | $96.90 | 412 |
| 2015 Q2 | 59,399,469 | $5,952,300,298 | -$181,532,642 | $100.18 | 403 |
| 2015 Q1 | 62,886,520 | $5,681,772,206 | -$167,099,197 | $90.35 | 391 |
| 2014 Q4 | 64,959,075 | $5,707,992,930 | -$40,242,850 | $87.84 | 409 |
| 2014 Q3 | 64,961,095 | $5,860,621,781 | -$156,191,823 | $90.22 | 388 |
| 2014 Q2 | 66,720,279 | $6,282,699,503 | -$93,910,902 | $94.17 | 393 |
| 2014 Q1 | 67,703,116 | $6,071,809,527 | +$48,467,387 | $89.69 | 384 |