BROWN FORMAN CORP CL B

BROWN FORMAN CORP CL B is a security (CUSIP 115637209) tracked across SEC portfolio filings. 616 institutional managers reported $4.6B on Form 13F as of 2026-06-30; 45 registered fund positions totaling $408.2M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 616 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$789.5M30,295,444
FMR LLCBOSTON, MA$337.9M12,779,313
BlackRock, Inc.New York, NY$319.0M12,066,665
STATE STREET CORPBOSTON, MA$266.6M9,995,297
GOLDMAN SACHS GROUP INCNEW YORK, NY$169.5M6,409,430
ProShare Advisors LLCBETHESDA, MD$158.3M5,985,443
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$144.0M5,454,611
Black Creek Investment Management Inc.Toronto, A6$139.0M5,258,106
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$125.0M4,728,421
MORGAN STANLEYNEW YORK, NY$105.1M3,973,450
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$98.7M3,734,613
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Boston, MA$94.1M3,530,345
UBS Group AGZurich, V8$80.3M3,036,202
CITADEL ADVISORS LLCMIAMI, FL$76.3M2,579,542
Bank of New York Mellon CorpNEW YORK, NY$75.4M2,829,659

Top fund holders (N-PORT)

Showing 15 of 45 fund positions by value.

FundRegistrantValue% of fund
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust$179.5M20.43%
MFS Mid Cap Value FundMFS SERIES TRUST XI$67.6M42.30%
State Street(R) SPDR(R) S&P 500(R) ETF TrustState Street(R) SPDR(R) S&P 500(R) ETF Trust$53.2M0.82%
Fidelity Series Large Cap Stock FundFidelity Hastings Street Trust$47.4M19.10%
Fidelity Equity Dividend Income FundFidelity Financial Trust$20.6M25.45%
Master Advantage Large Cap Core PortfolioMaster Large Cap Series LLC$14.7M33.52%
Fidelity Advisor Capital Development FundFidelity Destiny Portfolios$10.6M18.66%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$3.8M0.65%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$3.7M1.24%
Large Cap Index Master PortfolioMaster Investment Portfolio$2.4M0.66%
Nuveen Nasdaq 100 Dynamic Overwrite FundNuveen NASDAQ 100 Dynamic Overwrite Fund$1.3M9.37%
VANGUARD S&P 500 VALUE INDEX FUNDVANGUARD ADMIRAL FUNDS$1.0M1.52%
EQUITY INDEX PORTFOLIOVANGUARD VARIABLE INSURANCE FUNDS$1.0M0.81%
Master Advantage U.S. Total Market LLCMaster Advantage U.S. Total Market LLC$815K22.34%
Guggenheim Enhanced Equity Income FundGuggenheim Enhanced Equity Income Fund$792K18.89%

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