Titelia

Fund shareholders of Brown-Forman Corp

ISIN US1156371007 · United States · LEI 549300873K3LXF7ARU34

Fund shareholders
132
Of which ETFs
40 92 other funds
Value held
179.8M $

Other securities from the same issuer : Brown-Forman Corp (US1156372096)

FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,327,17035.6M $0.00 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 971,65026M $0.02 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 618,57016.6M $0.03 %as of Mar 31, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 555,10014.9M $0.95 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 383,66910.3M $0.28 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 240,5976.3M $0.01 %as of Apr 30, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 177,0004.7M $1.07 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 165,4864.4M $0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 161,9294.3M $0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 140,6943.7M $0.01 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 118,1473.5M $0.00 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 105,1192.8M $0.00 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 99,2172.7M $0.00 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 99,1892.9M $0.00 %as of Feb 28, 2026 ↗
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 89,2372.3M $0.16 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 86,0002.3M $0.06 %as of Mar 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 76,0002M $0.11 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 75,4182M $0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 74,0842M $0.14 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 72,6502.1M $0.00 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 68,7352M $0.00 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,9781.8M $0.00 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 62,2871.7M $0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 57,7991.5M $0.01 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 38,8591M $0.00 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,6881M $0.00 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,596988K $0.00 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 37,036992.2K $0.00 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 35,081939.8K $0.00 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 30,916812.5K $0.00 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,652805.5K $0.00 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 30,607820K $0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29,324770.6K $0.04 %as of Apr 30, 2026 ↗
iShares U.S. Consumer Staples ETF iShares Trust 29,100764.7K $0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,444747K $0.00 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 24,442642.3K $0.00 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,655542.8K $0.02 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20,348545.1K $0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 20,064537.5K $0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,054500.7K $0.08 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 18,670500.2K $0.00 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,851469.1K $0.02 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 17,256453.5K $0.00 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 15,245400.6K $0.00 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,315383.5K $0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 11,535338.7K $0.00 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 11,081291.2K $0.00 %as of Apr 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 10,740287.7K $0.17 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,289270.4K $0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,430247.8K $0.04 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 9,251247.8K $0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,608226.2K $0.00 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 8,113213.2K $0.03 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 8,090212.6K $0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,722202.9K $0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 7,675201.7K $0.00 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 7,033184.8K $0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 6,946186.1K $0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Consumer Staples Sector Fund JNL Series Trust 6,881184.3K $0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,782199.1K $0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 6,126164.1K $0.02 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 6,064162.5K $0.12 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,521162.1K $0.03 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,738126.9K $0.03 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,208112.7K $0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,115120.8K $0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,936105.4K $0.06 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,789101.5K $0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,48091.5K $0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 3,46892.9K $0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,29488.2K $0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,15084.4K $0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 2,98780K $0.02 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,98278.4K $0.00 %as of Apr 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,65071K $0.14 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,61270K $0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,48765.4K $0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 2,31860.9K $0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,20064.6K $0.00 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 2,18058.4K $0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,17758.3K $0.01 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 2,09656.2K $0.01 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,96352.6K $0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,90450K $0.02 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,89050.6K $0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 1,82253.5K $0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,74346.7K $0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,67845K $0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,66348.8K $0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,59546.8K $0.01 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,58146.4K $0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,53641.1K $0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,47539.5K $0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,39137.3K $0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 1,38337.1K $0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,32934.9K $0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 1,24536.6K $0.00 %as of Feb 28, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 1,17231.4K $0.01 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,16334.1K $0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,04628K $0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 1.07 %as of Mar 31, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 0.95 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 0.28 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 0.17 %as of Mar 31, 2026 ↗
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 0.16 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 0.14 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 0.14 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 0.12 %as of Mar 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 0.11 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 0.08 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2132+46,696,040+7.2 %
2026Q1128-156,247,096+1.3 %
2025Q4143+16,163,961+1.9 %
2025Q3142+136,048,773+1.0 %
2025Q2129+45,990,324+6.1 %
2025Q1125+35,644,515+2.1 %
2024Q4122-165,528,038-16.2 %
2024Q3138-116,597,600+2.3 %
2024Q2149-16,446,252-0.4 %
2024Q1150+76,471,553+1.4 %
2023Q41436,381,596

Institutional managers

202 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Lindsell Train Ltd2,585,22269.3M $as of Mar 31, 2026
GARDNER RUSSO & QUINN LLC1,647,87844.1M $as of Mar 31, 2026
BlackRock, Inc.1,472,77939.5M $as of Mar 31, 2026
GABELLI FUNDS LLC901,10024.1M $as of Mar 31, 2026
Markel Group Inc.843,00022.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC771,97420.7M $as of Mar 31, 2026
Bank of New York Mellon Corp580,35215.5M $as of Mar 31, 2026
Glenview Trust Co503,96013.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP495,06213.3M $as of Mar 31, 2026
MORGAN STANLEY339,0159.1M $as of Mar 31, 2026
Kessler Investment Group, LLC316,8868.5M $as of Mar 31, 2026
PNC FINANCIAL SERVICES GROUP, INC.277,2617.4M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL205,8485.5M $as of Mar 31, 2026
Cerity Partners LLC174,1154.7M $as of Mar 31, 2026
Quantinno Capital Management LP173,7324.7M $as of Mar 31, 2026
Baird Financial Group, Inc.144,2373.9M $as of Mar 31, 2026
NORTHERN TRUST CORP144,2253.9M $as of Mar 31, 2026
STATE STREET CORP141,2333.8M $as of Mar 31, 2026
GRACE & WHITE INC /NY110,3553M $as of Mar 31, 2026
Bronte Capital Management Pty Ltd.100,3542.7M $as of Mar 31, 2026
Swiss National Bank100,0002.7M $as of Mar 31, 2026
STOCK YARDS BANK & TRUST CO89,5842.4M $as of Mar 31, 2026
Ethic Inc.86,6372.3M $as of Mar 31, 2026
HARVEY INVESTMENT CO LLC85,5242.3K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC77,5852.1M $as of Mar 31, 2026

Declared shareholders of Brown-Forman Corp

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Wolf Pen Branch, LP and 1 other60.30 %101,601,480as of Jun 3, 2026 · SCHEDULE 13D

Funds holding the debt of Brown-Forman Corp

61 funds declare 93 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND321.4M $as of Mar 31, 2026
Permanent Portfolio117.4M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND115.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND215.2M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF37.4M $as of Feb 28, 2026
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND16.1M $as of Apr 30, 2026
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND16M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.5M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF14.3M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF43.1M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF13.1M $as of Mar 31, 2026
Invesco BulletShares 2033 Corporate Bond ETF12.5M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND22.4M $as of Feb 28, 2026
iShares iBonds Dec 2033 Term Corporate ETF12.2M $as of Apr 30, 2026
Avantis Core Fixed Income ETF12M $as of Feb 28, 2026
Versatile Bond Portfolio11.5M $as of Apr 30, 2026
iShares Core Universal USD Bond ETF31.4M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.3M $as of Mar 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND1953.4K $as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND2829.2K $as of Mar 31, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF3814K $as of Feb 28, 2026
iShares U.S. Long Credit Bond Index Fund2813.6K $as of Apr 30, 2026
EQ/Core Bond Index Portfolio1791.8K $as of Mar 31, 2026
Nuveen Bond Index Fund3568.3K $as of Mar 31, 2026
Avantis Core Fixed Income Fund1512.8K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Brown-Forman Corp". https://titelia.com/en/stocks/brown-forman-corp-US1156371007