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 $

This issuer has other securities : 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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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