BROWN-FORMAN CORP-CLASS B (BF-B) Institutional Ownership Changes & 13F Activity

BROWN-FORMAN CORP-CLASS B (BF-B). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Lindsell Train, Gardner Russo & Quinn, Hillman Value Fund, Sequoia Financial Advisors, and Fundsmith.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024FundsmithSell-193,92611,458,780$591,502,224
Q1 2024Gardner Russo & QuinnSell-32,551904,932$46,712,592
Q4 2023FundsmithSell-433,46511,652,706$665,369,513
Q4 2023Gardner Russo & QuinnSell-22,965937,483$53,530,275
Q4 2023Sequoia Financial AdvisorsBuy2,2566,593$376,466
Q3 2023FundsmithSell-109,34612,086,171$697,251,205
Q3 2023Gardner Russo & QuinnSell-6,576960,448$55,408,247
Q3 2023Sequoia Financial AdvisorsSell-7634,337$250,209
Q2 2023Renaissance Technologies LLCBuy112,353197,338$13,178
Q2 2023FundsmithSell-34,53112,195,517$814,416,625
Q2 2023Gardner Russo & QuinnSell-24,696967,024$64,577,841
Q2 2023Sequoia Financial AdvisorsSell-3975,100$340,582
Q2 2023Meritage GroupSell-913,524$235
Q1 2023Renaissance Technologies LLCSell-89,13884,985$5,462
Q1 2023FundsmithBuy83,25212,230,048$786,025,185
Q1 2023Fundsmith Investment ServicesBuy72,5924,014,256$257,996,233
Q1 2023Gardner Russo & QuinnSell-6,862991,720$63,737,861
Q1 2023Sequoia Financial AdvisorsSell-6165,497$353,289
Q1 2023Meritage GroupBuy163,615$232
Q4 2022Renaissance Technologies LLCSell-320,415174,123$11,436
Q4 2022FundsmithSell-79,54412,146,796$797,801,561
Q4 2022Meritage GroupSell-42,9373,599$236
Q4 2022Gardner Russo & QuinnSell-34,316998,582$65,586,862
Q4 2022Sequoia Financial AdvisorsBuy1,9736,113$401,498
Q3 2022Renaissance Technologies LLCBuy41,700494,538$32,921
Q3 2022Gardner Russo & QuinnSell-13,8031,032,898$68,760
Q3 2022FundsmithBuy13,20912,226,340$813,907
Q3 2022Sequoia Financial AdvisorsBuy5334,140$276
Q2 2022FundsmithBuy429,12712,213,131$856,873
Q2 2022Fundsmith Investment ServicesBuy107,2623,941,664$276,547

Frequently asked questions about BF-B activity

  • Which institutional owners are buying BF-B?

    Institutional owners buying BF-B include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BF-B activity?

    "Buy" means an investor increased their reported position in BF-B compared to the prior reporting period. This reflects growing exposure to BROWN-FORMAN CORP-CLASS B (BF-B) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BF-B increasing?

    Institutional interest in BF-B can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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