BROWN-FORMAN CORP-CLASS B (BF-B) Institutional Shareholders

BROWN-FORMAN CORP-CLASS B (BF-B) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.83B in BF-B holdings during the latest filing period.

Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of BF-B tracked by InsiderSet, reporting ownership valued at approximately $387.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $421.54M, representing an estimated gain of +8.66% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed BF-B value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Fmr Llc, and several other long-term asset managers with concentrated positions in BROWN-FORMAN CORP-CLASS B (BF-B).

This page ranks the largest institutional BF-B shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

567

Total Reported Value

$4.83B

Largest Holder

Vanguard Capital Management Llc

Largest Position

$387.94M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

53

Funds Exiting Positions

1

Page 1 of 12
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Vanguard Capital Management Llc0.01%14,672,328$387,936,352$421,535,983+$33,599,631+8.66%
Vanguard Portfolio Management Llc0.02%13,325,235$352,319,213$382,834,002+$30,514,789+8.66%
Fmr Llc0.02%12,779,313$337,885,019$367,149,662+$29,264,643+8.66%
Blackrock, Inc.0.01%12,066,665$319,042,609$346,675,285+$27,632,676+8.66%
State Street Corp0.01%9,995,297$266,565,888$287,164,883+$20,598,995+7.73%
Invesco Ltd.0.04%8,971,058$237,194,780$257,738,496+$20,543,716+8.66%
Goldman Sachs Group Inc0.02%6,409,430$169,465,349$184,142,924+$14,677,575+8.66%
Proshare Advisors Llc0.23%5,985,443$158,255,114$171,961,777+$13,706,663+8.66%
Geode Capital Management, Llc0.01%5,454,611$144,001,621$156,710,974+$12,709,353+8.83%
Black Creek Investment Management Inc.7.46%5,258,106$139,024,323$151,065,385+$12,041,062+8.66%
Dimensional Fund Advisors Lp0.03%4,728,421$125,027,630$135,847,535+$10,819,905+8.65%
Morgan Stanley0.01%3,973,450$105,058,080$114,157,219+$9,099,139+8.66%
Bank Of America Corp0.01%3,734,613$98,743,170$107,295,431+$8,552,261+8.66%
Massachusetts Financial Services Co0.03%3,530,345$94,083,695$101,426,812+$7,343,117+7.80%
Ubs Group Ag0.01%3,036,202$80,277,181$87,230,083+$6,952,902+8.66%
Bank Of New York Mellon Corp0.01%2,930,556$77,483,908$84,194,874+$6,710,966+8.66%
Citadel Advisors Llc0.05%2,579,542$68,203,091$74,110,242+$5,907,151+8.66%
Equity Investment Corp1.26%2,423,972$64,089,809$69,640,716+$5,550,907+8.66%
Wellington Management Group Llp0.01%2,338,007$61,816,905$67,170,941+$5,354,036+8.66%
Charles Schwab Investment Management Inc0.01%2,108,442$55,747,218$60,575,539+$4,828,321+8.66%
Ruffer Llp1.82%1,931,956$51,428,246$55,505,096+$4,076,850+7.93%
Point72 Asset Management, L.P.0.08%1,848,302$48,869,105$53,101,716+$4,232,611+8.66%
Caisse De Depot Et Placement Du Quebec0.08%1,818,793$48,088,887$52,253,923+$4,165,036+8.66%
Deutsche Bank Ag\0.02%1,789,364$47,310,783$51,408,428+$4,097,645+8.66%
Vest Financial, Llc0.47%1,688,989$45,011,557$48,524,654+$3,513,097+7.80%
Northern Trust Corp0.01%1,694,268$44,796,446$48,676,320+$3,879,874+8.66%
D. E. Shaw & Co., Inc.0.03%1,510,309$39,932,570$43,391,178+$3,458,608+8.66%
Grantham, Mayo, Van Otterloo & Co. Llc0.10%1,439,650$38,064,346$41,361,145+$3,296,799+8.66%
J. Safra Sarasin Holding Ag0.53%1,570,661$36,759,892$45,125,091+$8,365,199+22.76%
Lindsell TrainMichael Lindsell, Nick Train1.40%1,379,324$36,758,985$39,627,979+$2,868,994+7.80%
Nomura Asset Management Co Ltd0.09%1,364,427$36,075,450$39,199,988+$3,124,538+8.66%
Wells Fargo & Company/Mn0.01%1,207,486$31,925,907$34,691,073+$2,765,166+8.66%
Confluence Investment Management Llc0.48%1,152,060$30,702,392$33,098,684+$2,396,292+7.80%
Fil Ltd0.02%1,136,000$30,035,840$32,637,280+$2,601,440+8.66%
Vanguard Fiduciary Trust Co0.01%1,041,815$27,545,589$29,931,345+$2,385,756+8.66%
Citigroup Inc0.01%949,845$25,313,369$27,289,047+$1,975,678+7.80%
Storebrand Asset Management As0.01%378,074$25,069,996$10,862,066-$14,207,930-56.67%
Baird Financial Group, Inc.0.03%835,597$22,093,184$24,006,702+$1,913,518+8.66%
Kentucky Farm Bureau Mutual Insurance Co0.89%368,500$20,812,540$10,587,005-$10,225,535-49.13%
Victory Capital Management Inc0.01%705,897$18,663,917$20,280,421+$1,616,504+8.66%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%691,659$18,287,463$19,871,363+$1,583,900+8.66%
Gardner Russo & QuinnThomas Russo0.21%659,694$17,442,308$18,953,009+$1,510,701+8.66%
Cerity Partners Llc0.02%659,356$17,433,372$18,943,298+$1,509,926+8.66%
Envestnet Asset Management Inc0.00%648,252$17,275,926$18,624,280+$1,348,354+7.80%
Raymond James Financial Inc0.00%572,458$15,135,782$16,446,718+$1,310,936+8.66%
Amiral Gestion8.20%558,244$14,759,971$16,038,350+$1,278,379+8.66%
First Trust Advisors Lp0.01%553,560$14,636,126$15,903,779+$1,267,653+8.66%
Barclays Plc0.00%509,406$13,468,695$14,635,234+$1,166,539+8.66%
Markel Group Inc.0.10%474,187$12,637,084$13,623,393+$986,309+7.80%
Royal Bank Of Canada0.00%473,512$12,520,000$13,604,000+$1,084,000+8.66%

Frequently asked questions about BF-B

  • Who owns the most BF-B stock?

    The largest holders of BF-B are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BROWN-FORMAN CORP-CLASS B (BF-B).

  • Is BF-B widely held by superinvestors?

    Many widely followed stocks like BF-B appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BF-B is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.