# 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

- Issuer: BROWN FORMAN CORP
- Class: CL B
- CUSIP: 115637209
- Asset category: EC
- 13F holders: 616
- 13F value: $4.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 45
- N-PORT value: $408.2M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 616 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $789.5M | 30,295,444 |
| FMR LLC | BOSTON, MA | $337.9M | 12,779,313 |
| BlackRock, Inc. | New York, NY | $319.0M | 12,066,665 |
| STATE STREET CORP | BOSTON, MA | $266.6M | 9,995,297 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $169.5M | 6,409,430 |
| ProShare Advisors LLC | BETHESDA, MD | $158.3M | 5,985,443 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $144.0M | 5,454,611 |
| [Black Creek Investment Management Inc.](https://search.stillhousedata.com/firm/161344) | Toronto, A6 | $139.0M | 5,258,106 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $125.0M | 4,728,421 |
| MORGAN STANLEY | NEW YORK, NY | $105.1M | 3,973,450 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $98.7M | 3,734,613 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](https://search.stillhousedata.com/firm/110045) | Boston, MA | $94.1M | 3,530,345 |
| UBS Group AG | Zurich, V8 | $80.3M | 3,036,202 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $76.3M | 2,579,542 |
| Bank of New York Mellon Corp | NEW YORK, NY | $75.4M | 2,829,659 |

## Top fund holders (N-PORT)

_Showing 15 of 45 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Invesco S&P 500 Equal Weight ETF](https://search.stillhousedata.com/fund/S000060812) | Invesco Exchange-Traded Fund Trust | $179.5M | 20.43% |
| [MFS Mid Cap Value Fund](https://search.stillhousedata.com/fund/S000002499) | MFS SERIES TRUST XI | $67.6M | 42.30% |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | State Street(R) SPDR(R) S&P 500(R) ETF Trust | $53.2M | 0.82% |
| [Fidelity Series Large Cap Stock Fund](https://search.stillhousedata.com/fund/S000039214) | Fidelity Hastings Street Trust | $47.4M | 19.10% |
| [Fidelity Equity Dividend Income Fund](https://search.stillhousedata.com/fund/S000006970) | Fidelity Financial Trust | $20.6M | 25.45% |
| [Master Advantage Large Cap Core Portfolio](https://search.stillhousedata.com/fund/S000001970) | Master Large Cap Series LLC | $14.7M | 33.52% |
| [Fidelity Advisor Capital Development Fund](https://search.stillhousedata.com/fund/S000006056) | Fidelity Destiny Portfolios | $10.6M | 18.66% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $3.8M | 0.65% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $3.7M | 1.24% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $2.4M | 0.66% |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Nuveen NASDAQ 100 Dynamic Overwrite Fund | $1.3M | 9.37% |
| [VANGUARD S&P 500 VALUE INDEX FUND](https://search.stillhousedata.com/fund/S000030013) | VANGUARD ADMIRAL FUNDS | $1.0M | 1.52% |
| [EQUITY INDEX PORTFOLIO](https://search.stillhousedata.com/fund/S000004400) | VANGUARD VARIABLE INSURANCE FUNDS | $1.0M | 0.81% |
| [Master Advantage U.S. Total Market LLC](https://search.stillhousedata.com/fund/S000002322) | Master Advantage U.S. Total Market LLC | $815K | 22.34% |
| Guggenheim Enhanced Equity Income Fund | Guggenheim Enhanced Equity Income Fund | $792K | 18.89% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/115637209.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.