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 €

This issuer has other securities : Brown-Forman Corp (US1156371007)

451 funds hold this company. This table lists the 450 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

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

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. 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
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 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-US1156372096