Titelia

Fund shareholders of Brown-Forman Corp

ISIN US1156372096 · United States · LEI 549300873K3LXF7ARU34

Fund shareholders
451
Of which ETFs
148 303 other funds
Value held
≈ 2.6B $ 2.6B $ · 302.3K €

Other securities from the same issuer : Brown-Forman Corp (US1156371007)

451 funds hold this company: 450 declare it in a regulatory filing, and this table serves those page by page; 1 more is read from the report its fund publishes, and is not in it.

FundSharesValueWeight in fund
VanEck Morningstar Wide Moat ETF VanEck ETF Trust 11,495,783303.9M $2.62 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 8,911,106235.6M $0.01 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 6,965,149179.5M $0.20 %as of Apr 30, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 6,452,893170.6M $0.10 %as of Mar 31, 2026
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 5,944,098171.5M $1.43 %as of Feb 28, 2026
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 4,341,010114.8M $0.01 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,109,647108.7M $0.18 %as of Mar 31, 2026
MFS Mid Cap Value Fund MFS SERIES TRUST XI 2,558,03767.6M $0.42 %as of Mar 31, 2026
Fidelity 500 Index Fund Fidelity Concord Street Trust 2,240,97664.7M $0.01 %as of Feb 28, 2026
iShares Core S&P 500 ETF iShares Trust 2,197,99558.1M $0.01 %as of Mar 31, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,142,47561.8M $0.03 %as of Feb 28, 2026
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,791,98647.4M $0.19 %as of Mar 31, 2026
State Street(R) Consumer Staples Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,786,00147.2M $0.31 %as of Mar 31, 2026
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 1,705,35943.9M $1.30 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 1,619,45642.8M $0.21 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,260,26432.5M $0.21 %as of Apr 30, 2026
Fidelity Growth and Income Portfolio Fidelity Securities Fund 1,219,90031.4M $0.21 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,179,71630.4M $0.22 %as of Apr 30, 2026
GMO U.S. Quality ETF GMO ETF Trust 1,144,88333M $0.95 %as of Feb 28, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,030,64226.6M $0.02 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 965,24325.5M $0.01 %as of Mar 31, 2026
iShares Core Dividend Growth ETF iShares Trust 954,53524.6M $0.06 %as of Apr 30, 2026
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 731,60221.1M $0.21 %as of Feb 28, 2026
JNL/Morningstar Wide Moat Index Fund JNL Series Trust 699,42518.5M $2.60 %as of Mar 31, 2026
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 690,76117.8M $0.18 %as of Apr 30, 2026
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 636,46716.8M $0.45 %as of Mar 31, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 630,93916.3M $0.02 %as of Apr 30, 2026
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 628,50718.1M $0.13 %as of Feb 28, 2026
DWS CROCI(R) Equity Dividend Fund DEUTSCHE DWS INVESTMENT TRUST 566,05016.3M $2.00 %as of Feb 28, 2026
iShares Russell Mid-Cap ETF iShares Trust 546,75314.5M $0.03 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 530,50713.7M $0.03 %as of Apr 30, 2026
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 503,10014.5M $0.18 %as of Feb 28, 2026
WisdomTree U.S. Value Fund WisdomTree Trust 442,34511.7M $0.45 %as of Mar 31, 2026
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 438,81212.7M $0.18 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 436,88112.6M $0.01 %as of Feb 28, 2026
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 402,60010.6M $0.19 %as of Mar 31, 2026
Baird Mid Cap Growth Fund Baird Funds Inc 397,26710.5M $1.45 %as of Mar 31, 2026
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 384,0139.9M $0.01 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 359,4209.5M $0.01 %as of Mar 31, 2026
iShares Russell 1000 Value ETF iShares Trust 336,5008.9M $0.01 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 330,1068.5M $0.02 %as of Apr 30, 2026
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 323,4008.3M $1.03 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 317,4529.2M $0.01 %as of Feb 28, 2026
iShares S&P 500 Value ETF iShares Trust 301,6038M $0.02 %as of Mar 31, 2026
JNL/MFS Mid Cap Value Fund JNL Series Trust 297,1947.9M $0.42 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Consumer Staples ETF Invesco Exchange-Traded Fund Trust 284,4897.3M $3.06 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 247,6847.1M $0.01 %as of Feb 28, 2026
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 243,2797M $0.01 %as of Feb 28, 2026
Morningstar U.S. Equity Fund Morningstar Funds Trust 240,3976.2M $0.33 %as of Apr 30, 2026
EIC Value Fund FundVantage Trust 239,7506.2M $1.66 %as of Apr 30, 2026
NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS 237,8946.1M $1.68 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 231,8706M $0.02 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 231,0106.1M $0.01 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 229,2915.9M $0.04 %as of Apr 30, 2026
First Trust Consumer Staples AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 226,4585.8M $2.39 %as of Apr 30, 2026
VIP Growth and Income Portfolio Variable Insurance Products Fund III 222,4985.9M $0.22 %as of Mar 31, 2026
VictoryShares Dividend Accelerator ETF Victory Portfolios II 217,2855.7M $2.60 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 213,4375.5M $0.01 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 206,1415.5M $0.02 %as of Mar 31, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 205,8635.4M $0.04 %as of Mar 31, 2026
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 202,1785.8M $0.02 %as of Feb 28, 2026
Gateway Fund Gateway Trust 200,7255.3M $0.08 %as of Mar 31, 2026
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 188,8695M $0.69 %as of Mar 31, 2026
S&P 500 Index Master Portfolio Master Investment Portfolio 171,8964.5M $0.01 %as of Mar 31, 2026
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 156,6504M $0.28 %as of Apr 30, 2026
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 152,3003.9M $0.60 %as of Apr 30, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 149,2673.8M $0.16 %as of Apr 30, 2026
iShares Core S&P U.S. Value ETF iShares Trust 148,6553.9M $0.02 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 144,2963.8M $0.01 %as of Mar 31, 2026
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 143,6883.8M $0.01 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 141,7903.7M $0.01 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 141,7634.1M $0.04 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 135,7693.9M $0.01 %as of Feb 28, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 134,3613.5M $0.18 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 134,1233.5M $0.01 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 130,4143.4M $0.02 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 126,6593.3M $0.01 %as of Apr 30, 2026
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 122,0303.5M $0.02 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 118,5243.1M $0.15 %as of Apr 30, 2026
GMO Small Cap Quality Fund GMO TRUST 113,8143.3M $0.48 %as of Feb 28, 2026
Select Consumer Staples Portfolio Fidelity Select Portfolios 113,7003.3M $0.28 %as of Feb 28, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 112,9173M $0.36 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 112,4882.9M $0.00 %as of Apr 30, 2026
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 111,5743M $0.01 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 109,3002.9M $0.55 %as of Mar 31, 2026
iShares Russell 1000 ETF iShares Trust 104,8612.8M $0.01 %as of Mar 31, 2026
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 102,9872.7M $0.20 %as of Apr 30, 2026
iShares MSCI USA Equal Weighted ETF iShares, Inc. 102,2062.9M $0.19 %as of Feb 28, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 100,9862.6M $0.02 %as of Apr 30, 2026
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 98,4752.6M $0.69 %as of Mar 31, 2026
iShares U.S. Consumer Staples ETF iShares Trust 96,0552.5M $0.18 %as of Apr 30, 2026
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 94,1692.5M $0.42 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 93,2612.4M $0.28 %as of Apr 30, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 91,1282.4M $0.01 %as of Mar 31, 2026
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 89,1782.6M $2.60 %as of Feb 28, 2026
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 89,1072.4M $0.01 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 88,2222.3M $0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 85,7222.5M $0.01 %as of Feb 28, 2026
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 84,9812.2M $0.70 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 80,6892.1M $0.01 %as of Apr 30, 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
VanEck Morningstar Wide Moat Value ETF VanEck ETF Trust 4.45 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Consumer Staples ETF Invesco Exchange-Traded Fund Trust 3.06 %as of Apr 30, 2026
VanEck Morningstar Wide Moat ETF VanEck ETF Trust 2.62 %as of Mar 31, 2026
VanEck Morningstar Wide Moat Fund VanEck Funds 2.61 %as of Mar 31, 2026
JNL/Morningstar Wide Moat Index Fund JNL Series Trust 2.60 %as of Mar 31, 2026
VictoryShares Dividend Accelerator ETF Victory Portfolios II 2.60 %as of Mar 31, 2026
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 2.60 %as of Feb 28, 2026
Hillman Value Fund ALPS SERIES TRUST 2.53 %as of Mar 31, 2026
First Trust Consumer Staples AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2.39 %as of Apr 30, 2026
DWS CROCI(R) Equity Dividend Fund DEUTSCHE DWS INVESTMENT TRUST 2.00 %as of Feb 28, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2444+1595,665,121+7.5 %
2026Q1429-3688,973,727+1.2 %
2025Q4465+187,891,571+9.7 %
2025Q3464+1680,137,645-0.2 %
2025Q2448+780,311,725+1.5 %
2025Q1441-1979,144,038-6.2 %
2024Q4460-484,384,722+5.8 %
2024Q3464-679,727,758+10.5 %
2024Q2470+172,145,423+6.0 %
2024Q1469-3368,039,574+1.6 %
2023Q450266,991,777

Institutional managers

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

ManagerSharesValue
FMR LLC12,779,313337.9M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP12,358,531326.8K $as of Mar 31, 2026
BlackRock, Inc.12,066,665319M $as of Mar 31, 2026
STATE STREET CORP9,995,297266.6M $as of Mar 31, 2026
Invesco Ltd.8,971,058237.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC6,409,430169.5M $as of Mar 31, 2026
ProShare Advisors LLC5,985,443158.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,454,611144M $as of Mar 31, 2026
Black Creek Investment Management Inc.5,258,106139M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,728,421125M $as of Mar 31, 2026
MORGAN STANLEY3,973,450105.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,734,61398.7M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,492,77992.3M $as of Mar 31, 2026
UBS Group AG3,036,20280.3M $as of Mar 31, 2026
Bank of New York Mellon Corp2,930,55677.5M $as of Mar 31, 2026
Ruffer LLP2,731,87672.4M $as of Mar 31, 2026
CITADEL ADVISORS LLC2,579,54268.2M $as of Mar 31, 2026
EQUITY INVESTMENT CORP2,423,97264.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,338,00761.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,108,44255.7M $as of Mar 31, 2026
Vest Financial, LLC1,848,77848.9M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,848,30248.9M $as of Mar 31, 2026
Caisse de depot et placement du Quebec1,818,79348.1M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,789,36447.3M $as of Mar 31, 2026
NORTHERN TRUST CORP1,694,26844.8M $as of Mar 31, 2026

Declared shareholders of Brown-Forman Corp

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

ShareholderDeclared stakeShares
Vanguard Capital Management 5.58 %16,213,828as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other4.40 %12,779,312as of Mar 31, 2026 · SCHEDULE 13G

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-US1156372096