BROWN FORMAN CORP shareholder history

Current and past BROWN FORMAN CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.00%Q1 2012Q3 202346
Veritable, L.P. 43430.04%0.05%0.10%Q4 2012Q2 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.01%Q1 2013Q3 202343
HUNTINGTON NATIONAL BANK 3670.00%0.00%0.00%Q2 2012Q3 202343
PRIVATE TRUST CO NA 43430.16%0.29%0.45%Q1 2013Q3 202343
TRUST CO OF VIRGINIA /VA 42420.24%0.31%0.44%Q2 2013Q3 202342
SCHULHOFF & CO INC 42420.87%1.17%1.67%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.02%0.02%0.03%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Permit Capital, LLC 42420.05%0.15%0.46%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.02%Q2 2013Q3 202342
Markel Corporation 42420.59%0.89%1.26%Q2 2013Q3 202342
Gardner Russo & Gardner 42421.49%1.94%2.66%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.20%0.36%0.58%Q2 2013Q3 202342
Lindsell Train 42421.88%3.47%6.36%Q2 2013Q3 202342
Renaissance Technologies 42420.01%0.01%0.02%Q2 2013Q3 202342
COMMUNITY TRUST & INVESTMENT CO 42420.03%0.05%0.08%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42420.78%1.19%1.96%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.71%1.02%1.34%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.52%21.92%61.26%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.09%0.39%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.09%0.33%0.65%Q2 2013Q3 202342
PITCAIRN CO 42420.07%13.37%20.98%Q2 2013Q3 202342
PARTHENON LLC 42420.15%0.26%0.42%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.20%0.42%0.82%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.32%0.50%0.69%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.01%0.02%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 3470.00%0.00%0.00%Q2 2013Q3 202341
BlackRock Inc. 3470.00%0.00%0.00%Q2 2013Q3 202341
HOWLAND CAPITAL MANAGEMENT LLC 21200.05%0.07%0.09%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.03%0.06%0.08%Q2 2013Q2 202341
Tower Research Capital LLC (TRC) 1630.00%0.00%0.02%Q2 2013Q3 202339
TCI Wealth Advisors, Inc. 26130.00%0.10%0.23%Q4 2012Q1 202339
BARCLAYS PLC 2660.00%0.00%0.00%Q2 2013Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
ALTFEST L J & CO INC 3620.06%0.14%0.33%Q4 2013Q3 202338
NORTHERN TRUST CORP 3610.00%0.00%0.00%Q2 2013Q3 202337
AMERIPRISE FINANCIAL INC 25120.00%0.00%0.00%Q2 2013Q2 202337
Sippican Capital Advisors 37370.56%0.83%1.15%Q3 2014Q3 202337
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2110.00%0.00%0.00%Q1 2014Q3 202337
Regent Investment Management LLC 37370.12%0.18%0.26%Q4 2013Q4 202237
BESSEMER GROUP INC 27100.00%0.02%0.05%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Kessler Investment Group, LLC 22140.00%1.20%2.95%Q2 2014Q2 202336
Glenview Trust Co 2810.27%0.65%1.30%Q4 2008Q3 202336
LPL Financial LLC 35350.00%0.00%0.01%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.05%0.14%0.32%Q1 2015Q3 202335
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3410.00%0.01%0.01%Q3 2013Q3 202335
Barrett Asset Management, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.03%0.06%Q2 2015Q3 202334
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 34340.00%0.01%0.01%Q2 2015Q3 202334
ALLIANCEBERNSTEIN L.P. 34340.00%0.00%0.00%Q2 2015Q3 202334
GEODE CAPITAL MANAGEMENT, LLC 34340.00%0.00%0.00%Q2 2015Q3 202334
VANGUARD GROUP INC 34340.00%0.00%0.01%Q2 2015Q3 202334
BBR PARTNERS, LLC 343410.43%32.60%66.99%Q2 2013Q3 202134
RHUMBLINE ADVISERS 34340.00%0.01%0.02%Q2 2015Q3 202334
VOYA INVESTMENT MANAGEMENT LLC 34340.00%0.00%0.00%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.07%1.63%Q2 2015Q3 202334
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.01%0.03%Q2 2013Q2 202133
Legal & General Group Plc 33330.00%0.00%0.00%Q3 2015Q3 202333
TORONTO DOMINION BANK 2580.00%0.00%0.00%Q1 2013Q2 202133
AMERICAN INTERNATIONAL GROUP, INC. 2490.00%0.00%0.00%Q2 2015Q3 202333
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32320.00%0.00%0.01%Q3 2015Q2 202332
Advisory Services Network, LLC 2750.00%0.01%0.02%Q3 2015Q3 202332
PRINCIPAL FINANCIAL GROUP INC 22100.00%0.00%0.00%Q3 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
ARGI Investment Services, LLC 2840.03%0.16%0.44%Q4 2014Q4 202232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2014Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3010.00%0.00%0.01%Q2 2014Q1 202231
Bartlett & Co. LLC 2620.00%0.01%0.02%Q2 2013Q4 202331
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 31310.00%0.01%0.07%Q1 2016Q3 202331
Aperio Group, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
Creative Planning 1850.00%0.00%0.00%Q1 2014Q3 202331
CITIGROUP INC 2310.00%0.00%0.00%Q3 2013Q3 202330
NORTHEAST INVESTMENT MANAGEMENT 1220.01%0.02%0.03%Q1 2014Q3 202229
CIBC Private Wealth Group, LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
JARISLOWSKY, FRASER Ltd 28280.01%0.02%0.04%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.02%0.03%Q1 2016Q4 202228
HSBC HOLDINGS PLC 1750.00%0.00%0.00%Q1 2012Q1 202328
MASSMUTUAL TRUST CO FSB/ADV 28280.00%0.00%0.00%Q1 2017Q4 202328
UBS ASSET MANAGEMENT AMERICAS INC 2030.00%0.00%0.01%Q2 2015Q2 202328
Citadel Advisors 1410.00%0.00%0.00%Q3 2015Q3 202328
BNP PARIBAS FINANCIAL MARKETS 2310.00%0.00%0.01%Q2 2015Q3 202327
METROPOLITAN LIFE INSURANCE CO/NY 27270.00%0.00%0.00%Q2 2015Q4 202127
Russell Investments Group, Ltd. 1980.00%0.00%0.00%Q4 2016Q3 202327
BANK OF MONTREAL /CAN/ 2320.00%0.00%0.00%Q1 2016Q3 202327
STATE OF WISCONSIN INVESTMENT BOARD 27270.00%0.00%0.01%Q2 2015Q4 202127
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
FRANKLIN RESOURCES INC 2110.00%0.00%0.00%Q4 2014Q3 202325
MCF Advisors LLC 1870.02%0.03%0.04%Q2 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
HighTower Advisors, LLC 2220.00%0.00%0.02%Q2 2013Q3 202324
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14100.00%0.00%0.00%Q3 2017Q3 202324
AMALGAMATED BANK 1210.00%0.01%0.01%Q2 2016Q3 202324
HL FINANCIAL SERVICES LLC 24240.16%0.25%0.44%Q2 2013Q1 201924
AlphaMark Advisors, LLC 1950.01%0.01%0.02%Q3 2017Q3 202324
Invesco Ltd. 1520.00%0.00%0.00%Q2 2013Q3 202324
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q3 202223
Argent Trust Co 23230.04%0.18%0.36%Q4 2014Q2 202023
Treasurer of the State of North Carolina 23230.01%0.01%0.01%Q1 2018Q3 202323
Glassman Wealth Services 22220.00%0.00%0.00%Q2 2018Q3 202322
GREAT WEST LIFE ASSURANCE CO /CAN/ 1660.00%0.00%0.00%Q1 2018Q3 202322
GRANDFIELD & DODD, LLC 610.02%0.03%0.04%Q1 2014Q2 202122
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
Douglass Winthrop Advisors, LLC 20200.02%0.02%0.03%Q4 2018Q3 202320
FIRST QUADRANT LLC/CA 1180.01%0.07%0.21%Q3 2016Q4 202119
M&T BANK CORP 1320.00%0.00%0.00%Q3 2016Q3 202319
Raymond James Financial Services Advisors, Inc. 1180.00%0.00%0.01%Q2 2018Q3 202319
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Ellevest, Inc. 18180.00%0.01%0.02%Q4 2018Q1 202318
NISA INVESTMENT ADVISORS, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 17170.00%0.00%0.01%Q3 2019Q3 202317
M&R CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q4 2019Q4 202317
OSSIAM 1070.00%0.01%0.03%Q2 2019Q3 202317
EASTERN BANK 17170.01%0.03%0.06%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.05%0.06%Q1 2018Q1 202217
Utah Retirement Systems 16160.01%0.01%0.02%Q2 2015Q1 201916
TIAA CREF INVESTMENT MANAGEMENT LLC 16160.00%0.01%0.01%Q2 2015Q1 201916
QS Investors, LLC 1420.00%0.00%0.00%Q1 2017Q1 202116
IFP Advisors, Inc 610.00%0.02%0.06%Q4 2015Q4 202216
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q1 2014Q3 202116
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Gleason Group, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
TRUST CO OF VERMONT 910.00%0.00%0.01%Q2 2019Q3 202316
WADE G W & INC 1010.01%0.02%0.04%Q4 2015Q3 202216
FNY Investment Advisers, LLC 1510.00%0.02%0.15%Q2 2018Q2 202216
PANAGORA ASSET MANAGEMENT INC 1420.00%0.00%0.00%Q4 2017Q3 202316
Capital Analysts, LLC 1510.01%0.01%0.01%Q3 2013Q3 202316
TEACHERS ADVISORS, LLC 16160.00%0.00%0.01%Q2 2015Q1 201916
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15150.00%0.00%0.00%Q2 2015Q4 201815
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.01%0.01%Q1 2018Q3 202115
SEI INVESTMENTS CO 830.00%0.00%0.00%Q3 2016Q3 202315
Transamerica Financial Advisors, Inc. 610.00%0.01%0.01%Q4 2014Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
SUNTRUST BANKS INC 1410.00%0.00%0.00%Q2 2013Q4 201715
CANADA PENSION PLAN INVESTMENT BOARD 15150.00%0.01%0.02%Q3 2015Q1 201915
TOTH FINANCIAL ADVISORY CORP 15150.28%0.45%0.57%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.01%0.02%0.02%Q2 2013Q4 201615
ExodusPoint Capital Management, LP 15150.00%0.00%0.01%Q1 2020Q3 202315
Lido Advisors, LLC 810.00%0.06%0.17%Q1 2016Q3 202315
Parallel Advisors, LLC 1410.00%0.00%0.00%Q4 2018Q3 202315
MEEDER ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2019Q3 202214
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.00%0.00%Q3 2016Q4 201914
GRACE & WHITE INC /NY 14141.05%1.29%1.71%Q2 2020Q3 202314
Parkside Financial Bank & Trust 14140.00%0.00%0.00%Q2 2020Q3 202314
Janney Montgomery Scott LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
MSI Financial Services Inc 14140.00%0.00%0.01%Q2 2013Q3 201614
OPPENHEIMER & CO INC 760.01%0.01%0.01%Q2 2015Q1 201913
Independence Bank of Kentucky 13130.00%0.01%0.01%Q4 2018Q4 202113
Virtu KCG Holdings LLC 13130.01%0.01%0.02%Q3 2013Q3 201613
Echo Street Capital Management LLC 13130.02%0.14%0.36%Q2 2019Q2 202213
Graypoint LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
NORGES BANK 13130.00%0.00%0.00%Q4 2019Q4 202213
Caprock Group, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Mariner, LLC 1120.00%0.00%0.01%Q1 2019Q3 202313
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.01%0.02%Q1 2020Q3 202313
WESBANCO BANK INC 710.01%0.01%0.02%Q4 2017Q3 202213
BlackRock Fund Advisors 760.00%0.00%0.01%Q2 2013Q4 201613
DekaBank Deutsche Girozentrale 13130.00%0.00%0.00%Q1 2020Q1 202313
Proficio Capital Partners LLC 13130.00%0.02%0.03%Q2 2016Q2 201913
Sather Financial Group Inc 12120.07%0.13%0.24%Q4 2020Q3 202312
CENTRAL BANK & TRUST CO 12120.01%0.01%0.02%Q2 2013Q1 201612
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.03%0.04%0.06%Q4 2018Q3 202112
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
CIGNA INVESTMENTS INC /NEW 750.03%0.07%0.15%Q4 2016Q2 202012
SG Americas Securities, LLC 510.00%0.00%0.00%Q3 2017Q4 202212
BlackRock Institutional Trust Company, N.A. 12120.00%0.00%0.00%Q1 2014Q4 201612
QUADRANT CAPITAL GROUP LLC 1110.00%0.00%0.00%Q2 2020Q2 202312
Kestra Advisory Services, LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
RITHOLTZ WEALTH MANAGEMENT 11110.01%0.01%0.02%Q4 2020Q2 202311
Illinois Municipal Retirement Fund 11110.01%0.02%0.04%Q3 2020Q1 202311
Maryland State Retirement & Pension System 11110.01%0.01%0.02%Q1 2021Q3 202311
XPONANCE, INC. 650.00%0.01%0.01%Q2 2020Q3 202311
HOWE & RUSLING INC 11110.00%0.01%0.02%Q1 2020Q3 202211
Advisors Capital Management, LLC 920.04%0.05%0.07%Q4 2020Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.01%Q1 2021Q3 202311
Blume Capital Management, Inc. 10100.00%0.00%0.01%Q4 2015Q1 201810
Steward Partners Investment Advisory, LLC 420.00%0.00%0.00%Q4 2017Q4 202210
JNBA Financial Advisors 10100.00%0.01%0.01%Q2 2021Q3 202310
Landmark Financial Advisors, LLC 10100.18%0.21%0.24%Q3 2018Q4 202010
CHILTON INVESTMENT CO INC. 820.01%0.01%0.02%Q3 2014Q4 202210
Ethic Inc. 10100.03%0.04%0.07%Q2 2021Q3 202310
SOA Wealth Advisors, LLC. 10100.00%0.00%0.00%Q4 2020Q1 202310
D. E. Shaw & Co., Inc. 10100.00%0.00%0.00%Q1 2020Q2 202210
MetLife Investment Management, LLC 730.00%0.00%0.00%Q3 2018Q3 202310
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Qube Research & Technologies Ltd 520.00%0.01%0.02%Q1 2020Q1 20239
Cresset Asset Management, LLC 310.00%0.00%0.01%Q3 2019Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
K2 PRINCIPAL FUND, L.P. 990.10%0.28%0.61%Q4 2017Q4 20199
REGIONS FINANCIAL CORP 630.00%0.00%0.00%Q4 2014Q1 20199
J.P. Morgan Private Wealth Advisors LLC 710.00%0.00%0.00%Q3 2016Q1 20199
Stone Ridge Asset Management LLC 990.01%0.02%0.03%Q4 2017Q4 20199
First Personal Financial Services 990.07%0.15%0.21%Q4 2014Q4 20169
Clean Yield Group 720.00%0.00%0.00%Q3 2020Q4 20229
Sageworth Trust Co 990.00%0.00%0.01%Q2 2018Q2 20209
Malaga Cove Capital, LLC 990.22%0.40%0.53%Q3 2021Q3 20239
Valeo Financial Advisors, LLC 990.00%0.00%0.00%Q1 2019Q1 20219
Boit C F David 540.16%0.19%0.23%Q2 2021Q3 20239
AMUNDI ASSET MANAGEMENT US, INC. 990.00%0.00%0.00%Q1 2019Q1 20219
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.01%0.01%0.01%Q4 2017Q4 20199
OptiFour Integrated Wealth Management, LLC 990.20%0.38%0.57%Q4 2017Q4 20199
KING LUTHER CAPITAL MANAGEMENT CORP 990.00%0.01%0.02%Q3 2021Q3 20239
ENVESTNET ASSET MANAGEMENT INC 720.00%0.00%0.00%Q2 2013Q4 20159
Gladstone Institutional Advisory LLC 990.01%0.04%0.14%Q2 2021Q2 20239
Circle Wealth Management, LLC 810.03%0.05%0.06%Q1 2020Q2 20239
Bredin Investment LLC 990.67%0.84%0.98%Q4 2017Q4 20199
STRS OHIO 410.00%0.01%0.01%Q2 2018Q1 20238
Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AE Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Stephens Consulting, LLC 880.55%1.05%1.43%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
CSS LLC/IL 620.00%0.05%0.14%Q1 2018Q3 20208
CI INVESTMENTS INC. 710.00%0.00%0.00%Q3 2020Q1 20238
Sculati Wealth Management, LLC 310.10%0.12%0.15%Q4 2020Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q4 2019Q4 20228
Neuberger Berman Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BDO Wealth Advisors, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
J.W. COLE ADVISORS, INC. 880.02%0.02%0.02%Q4 2021Q3 20238
LOS ANGELES CAPITAL MANAGEMENT LLC 620.00%0.01%0.02%Q3 2020Q3 20238
PineBridge Investments, L.P. 620.00%0.01%0.06%Q1 2016Q1 20228
FourThought Financial, LLC 880.00%0.01%0.03%Q4 2020Q3 20228
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Covestor Ltd 880.00%0.04%0.10%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.01%0.02%Q4 2019Q3 20218
EverSource Wealth Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
ALPS ADVISORS INC 440.00%0.00%0.01%Q4 2020Q2 20238
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q2 2020Q2 20237
Brinker Capital Investments, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
CVA Family Office, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 770.00%0.00%0.01%Q4 2020Q2 20227
MAI Capital Management 770.00%0.00%0.00%Q4 2021Q2 20237
BlackRock Group LTD 770.00%0.00%0.00%Q2 2015Q4 20167
Rodgers Brothers Inc. 770.06%0.08%0.08%Q1 2022Q3 20237
Gradient Investments LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Jefferies Group LLC 320.00%0.00%0.00%Q3 2017Q4 20197
SHAPIRO ROBERT N 770.02%0.02%0.02%Q2 2013Q4 20147
State of Alaska, Department of Revenue 770.01%0.01%0.01%Q4 2017Q2 20197
Vanguard Personalized Indexing Management, LLC 610.01%0.02%0.04%Q4 2021Q3 20237
Balentine LLC 770.00%0.01%0.01%Q1 2022Q3 20237
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.00%0.00%0.00%Q2 2021Q1 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.02%0.02%Q4 2021Q2 20237
Williams Jones Wealth Management, LLC. 770.02%0.05%0.07%Q1 2022Q3 20237
Cubist Systematic Strategies, LLC 310.00%0.00%0.01%Q3 2019Q2 20227
BlackRock Investment Management, LLC 770.00%0.00%0.00%Q2 2015Q4 20167
BOOTHBAY FUND MANAGEMENT, LLC 660.05%0.14%0.19%Q3 2019Q4 20206
TUDOR INVESTMENT CORP ET AL 310.01%0.01%0.02%Q2 2020Q1 20226
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q4 2020Q1 20226
USS Investment Management Ltd 660.01%0.02%0.03%Q1 2022Q2 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
FEDERATED HERMES, INC. 510.00%0.00%0.00%Q2 2017Q4 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.00%0.00%Q3 2017Q3 20236
BAHL & GAYNOR INC 210.00%0.00%0.00%Q2 2015Q2 20216
OppenheimerFunds, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BLACKROCK ADVISORS LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
McAdams Wright Ragen, Inc. 660.04%0.04%0.04%Q2 2013Q3 20146
Israel Discount Bank of New York 660.34%0.40%0.50%Q3 2017Q4 20186
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Heritage Wealth Advisors 320.00%0.00%0.00%Q3 2020Q4 20215
Concert Wealth Management Inc. 550.06%0.08%0.12%Q4 2014Q4 20155
FIRST MANHATTAN CO. LLC. 320.00%0.00%0.00%Q4 2016Q1 20235
AMERICAN CENTURY COMPANIES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Paloma Partners Management Co 210.00%0.01%0.02%Q3 2019Q1 20215
RMB Capital Management, LLC 550.03%0.11%0.19%Q3 2019Q3 20205
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q3 2019Q3 20235
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2020Q2 20235
JANUS HENDERSON INVESTORS US LLC 550.00%0.01%0.01%Q3 2015Q3 20165
BARRETT & COMPANY, INC. 550.05%0.06%0.07%Q3 2022Q3 20235
FIRST FOUNDATION ADVISORS 550.02%0.02%0.02%Q4 2018Q4 20195
Evercore Wealth Management, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Dynamic Technology Lab Private Ltd 210.03%0.05%0.06%Q1 2016Q2 20205
NOMURA HOLDINGS INC 320.00%0.00%0.00%Q2 2020Q1 20225
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
MURPHY CAPITAL MANAGEMENT INC 310.03%0.04%0.06%Q2 2013Q2 20165
WealthPLAN Partners, LLC 210.00%0.01%0.01%Q1 2015Q3 20165
LEVIN CAPITAL STRATEGIES, L.P. 550.00%0.00%0.01%Q4 2014Q4 20155
Walleye Trading LLC 410.00%0.00%0.00%Q1 2016Q2 20175
RUSSELL FRANK CO/ 440.00%0.00%0.00%Q2 2015Q1 20164
Perigon Wealth Management, LLC 310.02%0.04%0.05%Q3 2017Q4 20204
Farther Finance Advisors, LLC 440.03%0.06%0.10%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Kennon-Green & Company, LLC 442.41%2.63%2.79%Q4 2022Q3 20234
SevenBridge Financial Group, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
New Republic Capital, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
IFC Holdings Incorporated/FL 440.10%0.10%0.11%Q1 2014Q4 20144
ACADIAN ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q1 2022Q4 20224
HARBOR CAPITAL ADVISORS, INC. 440.01%0.01%0.02%Q1 2023Q4 20234
Cerity Partners LLC 220.01%0.03%0.05%Q1 2021Q3 20234
OCCUDO QUANTITATIVE STRATEGIES LP 310.02%0.05%0.12%Q2 2022Q3 20234
American Investment Services, Inc. 440.33%0.35%0.36%Q4 2022Q3 20234
HRT FINANCIAL LP 310.01%0.01%0.02%Q2 2020Q4 20214
Ameritas Investment Company, LLC 310.01%0.01%0.01%Q3 2019Q1 20214
DAYMARK WEALTH PARTNERS, LLC 440.10%0.18%0.28%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Allspring Global Investments Holdings, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
NATIXIS 440.00%0.00%0.00%Q3 2022Q2 20234
Mariner Wealth Advisors-Cincinnati, LLC 440.01%0.02%0.02%Q4 2017Q3 20184
Man Group plc 210.00%0.00%0.00%Q2 2018Q2 20224
Versant Capital Management, Inc 220.00%0.00%0.00%Q2 2016Q3 20234
Vectors Research Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Advisor Group, Inc. 440.00%0.00%0.00%Q4 2018Q3 20194
Twin Tree Management, LP 110.00%0.00%0.00%Q1 2020Q1 20213
Riverview Trust Co 330.01%0.01%0.01%Q4 2022Q2 20233
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q4 2020Q1 20223
WP Advisors, LLC 210.02%0.02%0.02%Q2 2018Q1 20193
Engineers Gate Manager LP 110.01%0.01%0.02%Q3 2018Q2 20223
Hudson Bay Capital Management LP 330.02%0.02%0.02%Q1 2020Q3 20203
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.08%0.10%0.11%Q1 2023Q3 20233
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2019Q3 20213
Well Done, LLC 330.10%0.10%0.10%Q4 2015Q2 20163
APPLETON PARTNERS INC/MA 330.21%0.21%0.21%Q3 2013Q1 20143
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
Stearns Financial Services Group 330.00%0.00%0.00%Q1 2020Q3 20203
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST NEW YORK SECURITIES LLC /NY 210.00%0.01%0.02%Q3 2014Q3 20153
MONETARY MANAGEMENT GROUP INC 330.01%0.02%0.02%Q4 2014Q2 20153
MARINO, STRAM & ASSOCIATES LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
BARINGS LLC 330.00%0.00%0.00%Q2 2019Q4 20193
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q1 2013Q3 20133
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Summit Trail Advisors, LLC 210.00%0.01%0.02%Q4 2017Q3 20223
AMP Capital Investors Ltd 330.00%0.00%0.01%Q4 2020Q2 20213
Gyon Technologies Capital Management, LP 110.10%0.48%1.15%Q1 2020Q3 20223
CYPRESS ASSET MANAGEMENT INC/TX 110.04%0.04%0.06%Q4 2013Q4 20203
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
ARROW FINANCIAL CORP 220.01%0.01%0.01%Q2 2013Q3 20132
BOURGEON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 220.09%0.15%0.20%Q3 2020Q4 20202
Machina Capital S.A.S. 110.04%0.12%0.20%Q1 2023Q3 20232
Wood Investment Counsel LLC 220.04%0.04%0.04%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.16%0.18%0.20%Q1 2022Q2 20222
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Parkwood LLC 220.03%0.04%0.04%Q4 2016Q1 20172
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
AVIVA PLC 220.01%0.01%0.01%Q3 2020Q4 20202
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q2 20202
MYCIO WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
EP Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Edgestream Partners, L.P. 220.03%0.04%0.06%Q2 2023Q3 20232
Schonfeld Strategic Advisors LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Haverford Trust Co 110.01%0.01%0.01%Q2 2013Q4 20132
Allianz Asset Management GmbH 220.00%0.00%0.00%Q1 2022Q2 20222
Ergoteles LLC 220.04%0.07%0.10%Q3 2021Q4 20212
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q4 2014Q1 20152
EXCHANGE TRADED CONCEPTS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
GLOBEFLEX CAPITAL L P 220.01%0.01%0.02%Q3 2022Q4 20222
Campbell & CO Investment Adviser LLC 220.29%0.99%1.70%Q3 2015Q4 20152
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Squarepoint Ops LLC 110.01%0.01%0.01%Q2 2018Q4 20202
JANUS HENDERSON GROUP PLC 220.00%0.00%0.01%Q1 2018Q2 20182
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Atwater Malick LLC 110.07%0.07%0.07%Q3 2019Q3 20191
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Absolute Return Capital, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
American Portfolios Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Aristides Capital LLC 110.60%0.60%0.60%Q3 2020Q3 20201
Elite Wealth Management, Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
Kore Private Wealth LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Retirement Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q2 2017Q2 20171
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q4 2022Q4 20221
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LVM CAPITAL MANAGEMENT LTD/MI 110.04%0.04%0.04%Q1 2021Q1 20211
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2019Q3 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
ROYAL LONDON ASSET MANAGEMENT LTD 110.02%0.02%0.02%Q1 2021Q1 20211
MUFG Securities EMEA plc 110.00%0.00%0.00%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q1 2017Q1 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Tibra Equities Europe Ltd 110.07%0.07%0.07%Q3 2018Q3 20181
Trexquant Investment LP 110.03%0.03%0.03%Q4 2020Q4 20201
FNY Partners Fund LP 110.01%0.01%0.01%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2020Q4 20201
HIGHLAND CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
QCM Cayman, Ltd. 110.10%0.10%0.10%Q4 2014Q4 20141
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2022Q1 20221
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2017Q2 20171
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Realta Investment Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
Private Capital Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.36%0.36%0.36%Q3 2020Q3 20201
Verition Fund Management LLC 110.08%0.08%0.08%Q2 2015Q2 20151
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TRADITION CAPITAL MANAGEMENT LLC 110.41%0.41%0.41%Q2 2017Q2 20171
Virtue Capital Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 110.15%0.15%0.15%Q4 2017Q4 20171
R. W. Roge & Company, Inc. 110.26%0.26%0.26%Q4 2019Q4 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
Lehman & Derafelo Financial Resources LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q2 2018Q2 20181
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q4 20171
SCHWARTZ INVESTMENT COUNSEL INC 110.07%0.07%0.07%Q2 2022Q2 20221
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q3 2016Q3 20161
Private Ocean, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CPWM, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2019Q2 20191
Fiduciary Trust Co International of Pennsylvania 110.02%0.02%0.02%Q2 2018Q2 20181
Virtu Financial LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Advisors Preferred, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Latitude Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PRW Wealth Management LLC 110.16%0.16%0.16%Q4 2018Q4 20181
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ancora Advisors LLC 110.05%0.05%0.05%Q4 2019Q4 20191
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.01%0.01%0.01%Q4 2021Q4 20211
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q4 2013Q4 20131
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own BROWN FORMAN CORP or have owned BROWN FORMAN CORP in the past.