Who Owns Brown Forman Stock?
NYSE: BF.BConsumer DefensiveBeverages - Wineries & DistilleriesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 70.77%
- Held by insiders
- 2.80%
- Institutional holders
- 822
- Institutions 70.8%
- Insiders 2.8%
- Public and other 26.4%
Who owns Brown Forman stock?
Institutional investors own about 70.8% of Brown Forman's shares, spread across 822 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.80% of BF.B.
The largest institutional holders are Vanguard Capital Management LLC (5.03%), Vanguard Portfolio Management LLC (4.61%) and FMR, LLC (4.33%). Together, the top 10 institutions control 35.6% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their BF.B positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BF.B
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 14.60M | 5.03% | -0.5% |
| Vanguard Portfolio Management LLC | 13.40M | 4.61% | +0.5% |
| FMR, LLC | 12.58M | 4.33% | -1.6% |
| Blackrock Inc. | 12.16M | 4.19% | +0.8% |
| Van Eck Associates Corporation | 12.10M | 4.17% | -2.1% |
| State Street Corporation | 9.75M | 3.36% | -2.5% |
| Invesco Ltd. | 8.56M | 2.95% | -4.6% |
| Goldman Sachs Group Inc | 7.40M | 2.55% | +15.4% |
| Dimensional Fund Advisors LP | 7.05M | 2.43% | +49.1% |
| ProShare Advisors, LLC | 5.66M | 1.95% | -5.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BF.B
| Fund | Shares | % Held |
|---|---|---|
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | 10.51M | 3.62% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 8.87M | 3.05% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 7.13M | 2.46% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 6.31M | 2.17% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | 6.23M | 2.15% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 4.36M | 1.50% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 4.01M | 1.38% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | 2.53M | 0.87% |
| iShares Trust-iShares Core S&P 500 ETF | 2.24M | 0.77% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 2.19M | 0.75% |
Frequently asked questions
Who is the largest shareholder of Brown Forman?
Vanguard Capital Management LLC is the largest institutional shareholder of BF.B, owning 5.03% of shares outstanding (14.60M shares) as of its latest 13F filing.
What percentage of Brown Forman is owned by institutions?
Institutions own about 70.8% of BF.B shares and 72.8% of the public float.
How much of Brown Forman do insiders own?
Insiders, such as officers and directors, own about 2.80% of BF.B shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.