BF-B Institutional Ownership & Shareholders

BROWN-FORMAN CORP-CLASS B (BF-B) is currently held by 581 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.31B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of BF-B tracked by InsiderSet, reporting ownership valued at approximately $389.03M in its June 30, 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 $419.11M, representing an estimated gain of +7.73% 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

581

Total Reported Value

$5.31B

Largest Holder

Vanguard Capital Management Llc

Largest Position

$389.03M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

51

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Vanguard Capital Management Llc0.01%14,597,902$389,034,088$419,105,766+$30,071,678+7.73%
Vanguard Portfolio Management Llc0.02%13,396,435$357,014,993$384,611,649+$27,596,656+7.73%
Fmr Llc0.01%12,577,525$335,191,023$361,100,743+$25,909,720+7.73%
Blackrock, Inc.0.00%12,159,629$324,054,112$349,102,949+$25,048,837+7.73%
Van Eck Associates Corp0.20%12,095,293$322,339,559$347,255,862+$24,916,303+7.73%
State Street Corp0.01%9,748,553$262,071,331$279,880,957+$17,809,626+6.80%
Invesco Ltd.0.02%8,559,478$228,110,097$245,742,613+$17,632,516+7.73%
Goldman Sachs Group Inc0.02%7,395,364$197,086,473$212,320,900+$15,234,427+7.73%
Dimensional Fund Advisors Lp0.03%7,048,225$187,864,828$202,354,540+$14,489,712+7.71%
Proshare Advisors Llc0.24%6,291,269$164,831,248$180,622,333+$15,791,085+9.58%
Geode Capital Management, Llc0.01%5,501,201$146,381,688$157,939,481+$11,557,793+7.90%
Massachusetts Financial Services Co0.03%3,530,345$94,083,695$101,356,205+$7,272,510+7.73%
Morgan Stanley0.00%3,470,795$92,496,733$99,646,524+$7,149,791+7.73%
Bank Of New York Mellon Corp0.01%2,829,659$75,410,429$81,239,510+$5,829,081+7.73%
Equity Investment Corp1.32%2,590,913$69,047,821$74,385,112+$5,337,291+7.73%
Black Creek Investment Management Inc.3.68%2,457,810$65,500,636$70,563,725+$5,063,089+7.73%
Bank Of America Corp0.00%2,329,276$62,075,218$66,873,514+$4,798,296+7.73%
Charles Schwab Investment Management Inc0.01%2,116,924$56,416,025$60,776,888+$4,360,863+7.73%
Ubs Group Ag0.01%2,105,843$56,120,716$60,458,753+$4,338,037+7.73%
Wellington Management Group Llp0.01%2,045,650$54,516,572$58,730,612+$4,214,040+7.73%
Ruffer Llp1.82%1,931,956$51,428,246$55,466,457+$4,038,211+7.85%
Vest Financial, Llc0.51%1,855,468$48,613,261$53,270,486+$4,657,225+9.58%
Grantham, Mayo, Van Otterloo & Co. Llc0.10%1,666,644$44,416,063$47,849,349+$3,433,286+7.73%
Northern Trust Corp0.00%1,585,516$42,254,001$45,520,164+$3,266,163+7.73%
Pureheart Capital Pte Ltd.17.34%1,442,248$38,435,909$41,406,940+$2,971,031+7.73%
Fil Ltd0.03%1,388,235$36,996,463$39,856,227+$2,859,764+7.73%
J. Safra Sarasin Holding Ag0.52%1,389,204$36,730,551$39,884,047+$3,153,496+8.59%
Lindsell TrainMichael Lindsell, Nick Train1.48%1,327,624$34,783,749$38,116,085+$3,332,336+9.58%
Nomura Asset Management Co Ltd0.07%1,297,920$34,589,568$37,263,283+$2,673,715+7.73%
Norges Bank0.00%1,293,650$34,475,773$37,140,692+$2,664,919+7.73%
Millennium Management Llc0.02%1,214,645$32,370,289$34,872,458+$2,502,169+7.73%
Quantinno Capital Management Lp0.04%1,179,906$31,444,515$33,875,101+$2,430,586+7.73%
Deutsche Bank Ag\0.01%1,164,991$31,047,009$33,446,892+$2,399,883+7.73%
Hrt Financial Lp0.06%1,136,780$30,295,000$32,636,954+$2,341,954+7.73%
Canada Pension Plan Investment Board0.02%1,104,010$29,421,867$31,696,127+$2,274,260+7.73%
Wells Fargo & Company/Mn0.01%1,097,622$29,251,642$31,512,728+$2,261,086+7.73%
Point72 Asset Management, L.P.0.04%1,089,873$29,045,115$31,290,254+$2,245,139+7.73%
Vanguard Fiduciary Trust Co0.01%1,024,477$27,302,312$29,412,735+$2,110,423+7.73%
Confluence Investment Management Llc0.46%1,038,997$27,221,720$29,829,604+$2,607,884+9.58%
Principal Financial Group Inc0.01%1,031,951$27,037,486$29,627,313+$2,589,827+9.58%
First Trust Advisors Lp0.02%1,013,630$27,013,239$29,101,317+$2,088,078+7.73%
Thompson Siegel & Walmsley Llc0.48%1,008,726$26,883,000$28,960,523+$2,077,523+7.73%
Eubel Brady & Suttman Asset Management Inc3.07%970,867$25,874,000$27,873,592+$1,999,592+7.73%
Citigroup Inc0.01%949,845$25,313,369$27,270,050+$1,956,681+7.73%
D. E. Shaw & Co., Inc.0.01%909,566$24,239,934$26,113,640+$1,873,706+7.73%
Gotham Asset Management, Llc0.05%876,521$23,359,285$25,164,918+$1,805,633+7.73%
Baird Financial Group, Inc.0.03%742,400$19,784,960$21,314,304+$1,529,344+7.73%
Jpmorgan Chase & Co0.00%649,703$18,370,992$18,652,973+$281,981+1.53%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%691,659$18,287,463$19,857,530+$1,570,067+8.59%
State Of Wisconsin Investment Board0.04%685,755$18,275,371$19,688,026+$1,412,655+7.73%
Showing 50 of 581

Frequently asked questions about BF-B

  • Who are the largest institutional holders of BF-B?

    The largest institutional holders of BF-B reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Fmr Llc, Blackrock, Inc., and Van Eck Associates Corp. InsiderSet ranks institutional holders by their latest reported BF-B position.

  • What is BF-B institutional ownership?

    This page tracks BF-B positions reported by institutional investment managers through SEC Form 13F. BROWN-FORMAN CORP-CLASS B (BF-B) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BF-B?

    InsiderSet currently tracks 581 institutional managers reporting BF-B holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BF-B shareholders.

  • How much BF-B stock do institutions own?

    Institutional investment managers disclosed approximately $5.31B in BF-B holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BF-B institutional ownership last updated?

    The latest BF-B institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional BF-B holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BF-B position after the reporting date.

  • Are institutions buying or selling BF-B?

    Institutional buying and selling can be analyzed by comparing BF-B positions across consecutive 13F reporting periods. InsiderSet's BF-B Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BF-B ownership changes.

  • How has BF-B institutional ownership changed over time?

    InsiderSet tracks BF-B institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.