Security Name: BROWN-FORMAN CORP-CLASS A
Ticker: BF/A
Security Type: EQU
Exchange: US
CUSIP: 115637100

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.79B - 188 -
2024-09-30 $0.86B +9.3% 202 +7.4%
2024-12-31 $0.59B -31.8% 180 -10.9%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
POINCIANA ADVISORS GROUP, LLC $5.9M 156K 6.0%
GARDNER RUSSO & QUINN LLC $75.9M 2,014K 0.9%
KENNON-GREEN & COMPANY, LLC $1.0M 26K 0.9%
GRACE & WHITE INC /NY $4.1M 109K 0.8%
SCHULHOFF & CO INC $1.2M 31K 0.4%
MALAGA COVE CAPITAL, LLC $1.1M 29K 0.4%
HARVEY INVESTMENT CO LLC $3.2M 85K 0.4%
GLENVIEW TRUST CO $18.9M 501K 0.4%
MARKEL GROUP INC. $31.8M 843K 0.3%
GABELLI FUNDS LLC $35.0M 929K 0.3%
STEPHENS CONSULTING, LLC $0.9M 23K 0.2%
CATALYST FUNDS MANAGEMENT PTY LTD $0.9M 22K 0.2%
AMERICAN INVESTMENT SERVICES, INC. $1.3M 26K 0.2%
SONE CAPITAL MANAGEMENT, LLC $1.3M 33K 0.2%
KPP ADVISORY SERVICES LLC $0.6M 15K 0.1%
TCV TRUST & WEALTH MANAGEMENT, INC. $1.4M 37K 0.1%
STOCK YARDS BANK & TRUST CO $3.5M 91K 0.1%
SATHER FINANCIAL GROUP INC $1.7M 46K 0.1%
GAMCO INVESTORS, INC. ET AL $9.1M 240K 0.1%
SCULATI WEALTH MANAGEMENT, LLC $0.2M 4K 0.1%
PARTHENON LLC $0.6M 17K 0.1%
PRIVATE TRUST CO NA $0.7M 18K 0.1%
PLANTE MORAN FINANCIAL ADVISORS, LLC $0.5M 13K 0.0%
PERMIT CAPITAL, LLC $0.1M 2K 0.0%
COVESTOR LTD $0.1M 1K 0.0%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us