BFB — Brown Forman Corp Cl B Institutional Holders · Q3 2026
Who owns Brown Forman Corp Cl B (BFB)? 22 institutions reported holding $29.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($27.2M), Atlas Brown,Inc. ($751,031), Venture Visionary Partners LLC ($618,107).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $27.2M | 1.0M | Trimmed |
| 2 | Atlas Brown,Inc. | $751,031 | 28,665 | Trimmed |
| 3 | Venture Visionary Partners LLC | $618,107 | 23,591 | Added |
| 4 | GAMMA Investing LLC | $384,354 | 14,670 | Trimmed |
| 5 | Versant Capital Management, Inc | $188,561 | 7,197 | Added |
| 6 | AMERICAN NATIONAL BANK & TRUST | $121,489 | 4,637 | Trimmed |
| 7 | TOTH FINANCIAL ADVISORY CORP | $120,079 | 4,583 | Added |
| 8 | Farther Finance Advisors, LLC | $53,189 | 2,030 | Trimmed |
| 9 | Bullock Wealth Management Group | $17,148 | 660 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $14,751 | 563 | Added |
| 11 | GK Wealth Management LLC | $12,284 | 469 | New |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $11,083 | 423 | Added |
| 13 | CoreCap Advisors, LLC | $9,222 | 352 | Added |
| 14 | Trust Co | $7,205 | 275 | Trimmed |
| 15 | GoalVest Advisory LLC | $6,681 | 255 | New |
| 16 | Central Pacific Bank - Trust Division | $3,301 | 126 | Hold |
| 17 | Investors Research Corp | $1,493 | 57 | Hold |
| 18 | Grove Bank & Trust | $1,205 | 46 | Hold |
| 19 | Planning Strategies Inc. | $52 | 2 | Hold |
| 20 | CX Institutional | $0 | 0 | Exited |
| 21 | Peoples Bank/KS | $0 | 0 | Exited |
| 22 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30