Filing Research | BF-A - BROWN FORMAN CORP Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Lindsell Train Ltd	Shares	2.1MSH	$58.4M
2	Kessler Investment Group, LLC	Shares	218.1KSH	$6.0M
3	GRACE & WHITE INC /NY	Shares	110.4KSH	$3.0M
4	TCV Trust & Wealth Management, Inc.	Shares	45.4KSH	$1.2M
5	Boston Trust Walden Corp	Shares	30.1KSH	$823.5K
6	Atlas Brown,Inc.	Shares	20.4KSH	$556.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	20.1KSH	$550.2K
8	PARTHENON LLC	Shares	18.2KSH	$498.0K
9	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	14.2KSH	$391.2K
10	Sippican Capital Advisors	Shares	11.3KSH	$308.9K
11	BARLOW WEALTH PARTNERS, LLC	Shares	10.8KSH	$283.9K
12	KPP Advisory Services LLC	Shares	10.0KSH	$273.4K
13	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	9.7KSH	$264.3K
14	J.W. COLE ADVISORS, INC.	Shares	8.0KSH	$218.8K
15	GAMMA Investing LLC	Shares	6.3KSH	$173.0K
16	Independence Bank of Kentucky	Shares	5.8KSH	$159.5K
17	Crewe Advisors LLC	Shares	4.6KSH	$125.4K
18	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$56.6K
19	Versant Capital Management, Inc	Shares	1.6KSH	$45.0K
20	EASTERN BANK	Shares	1.5KSH	$42.1K
21	LANARK FINANCIAL, INC.	Shares	661SH	$18.1K
22	JNBA Financial Advisors	Shares	591SH	$16.2K
23	Gleason Group, Inc.	Shares	557SH	$15.2K
24	ELEVATION WEALTH PARTNERS, LLC	Shares	537SH	$14.7K
25	Financial Perspectives, Inc	Shares	500SH	$13.7K
26	MassMutual Private Wealth & Trust, FSB	Shares	185SH	$5.1K
27	AdvisorNet Financial, Inc	Shares	171SH	$4.7K
28	Golden State Wealth Management, LLC	Shares	120SH	$3.3K
29	Farther Finance Advisors, LLC	Shares	119SH	$3.3K
30	HARVEY INVESTMENT CO LLC	Shares	85.5KSH	$2.3K
31	SJS Investment Consulting Inc.	Shares	67SH	$1.8K
32	Fortitude Family Office, LLC	Shares	63SH	$1.7K
33	Activest Wealth Management	Shares	40SH	$1.1K
34	Creative Capital Management Investments LLC	Shares	29SH	$793
35	DiNuzzo Private Wealth, Inc.	Shares	23SH	$630
36	IFP Advisors, Inc	Shares	21SH	$575
37	True Wealth Design, LLC	Shares	8SH	$219
38	LRI Investments, LLC	Shares	7SH	$192
39	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$28
40	Hughes Financial Services, LLC	Shares	1SH	$27
41	FNY Investment Advisers, LLC	Shares	20SH	$0

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+12.7K	+$352.6K	$550.2K
2	J.W. COLE ADVISORS, INC. new	Shares	+8.0K	+$218.8K	$218.8K
3	GRACE & WHITE INC /NY unchanged	Shares	0	+$62.9K	$3.0M
4	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$34.5K	$391.2K
5	TCV Trust & Wealth Management, Inc. unchanged	Shares	0	+$25.9K	$1.2M
6	ELEVATION WEALTH PARTNERS, LLC new	Shares	+537	+$14.7K	$14.7K
7	Atlas Brown,Inc. unchanged	Shares	0	+$11.6K	$556.8K
8	PARTHENON LLC unchanged	Shares	0	+$10.4K	$498.0K
9	Boston Trust Walden Corp trimmed	Shares	-300	+$9.1K	$823.5K
10	Sippican Capital Advisors unchanged	Shares	0	+$6.4K	$308.9K
11	KPP Advisory Services LLC unchanged	Shares	0	+$5.7K	$273.4K
12	EverSource Wealth Advisors, LLC added	Shares	+95	+$3.7K	$56.6K
13	Independence Bank of Kentucky unchanged	Shares	0	+$3.3K	$159.5K
14	Crewe Advisors LLC unchanged	Shares	0	+$2.8K	$125.4K
15	SJS Investment Consulting Inc. added	Shares	+62	+$1.7K	$1.8K
16	Activest Wealth Management added	Shares	+38	+$1.0K	$1.1K
17	Fortitude Family Office, LLC added	Shares	+37	+$1.0K	$1.7K
18	EASTERN BANK unchanged	Shares	0	+$877	$42.1K
19	Creative Capital Management Investments LLC new	Shares	+29	+$793	$793
20	GAMMA Investing LLC trimmed	Shares	-112	+$603	$173.0K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+13	+$454	$5.1K
22	LANARK FINANCIAL, INC. unchanged	Shares	0	+$376	$18.1K
23	JNBA Financial Advisors unchanged	Shares	0	+$337	$16.2K
24	DiNuzzo Private Wealth, Inc. added	Shares	+11	+$308	$630
25	Financial Perspectives, Inc unchanged	Shares	0	+$285	$13.7K
26	True Wealth Design, LLC new	Shares	+8	+$219	$219
27	LRI Investments, LLC new	Shares	+7	+$192	$192
28	Golden State Wealth Management, LLC unchanged	Shares	0	+$68	$3.3K
29	HARVEY INVESTMENT CO LLC unchanged	Shares	0	+$49	$2.3K
30	Hughes Financial Services, LLC new	Shares	+1	+$27	$27
31	FNY Investment Advisers, LLC trimmed	Shares	-40	-$1	$0
32	CX Institutional exited	Shares	-94	-$3	$0
33	Vermillion Wealth Management, Inc. exited	Shares	-4	-$107	$0
34	AdvisorNet Financial, Inc trimmed	Shares	-19	-$411	$4.7K
35	Wealth Enhancement Trust Services, Inc. exited	Shares	-46	-$1.2K	$0
36	IFP Advisors, Inc trimmed	Shares	-118	-$3.1K	$575
37	Gleason Group, Inc. trimmed	Shares	-895	-$23.7K	$15.2K
38	BARLOW WEALTH PARTNERS, LLC unchanged	Shares	0	-$36.3K	$283.9K
39	Versant Capital Management, Inc trimmed	Shares	-2.8K	-$73.8K	$45.0K
40	Farther Finance Advisors, LLC trimmed	Shares	-2.9K	-$78.3K	$3.3K
41	Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed	Shares	-7.0K	-$183.0K	$264.3K
42	First Growth Capital LLC exited	Shares	-8.7K	-$234.4K	$0
43	Kessler Investment Group, LLC trimmed	Shares	-98.8K	-$2.5M	$6.0M
44	Lindsell Train Ltd trimmed	Shares	-450.4K	-$10.9M	$58.4M