Brown Forman Corp (BF.A) shareholders
BF.ANYSEBeveragesFiscal year ends April 30Also trades as BF.B
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 2, 2026Score 18/3024% below fair value
$28.75+0.22 (+0.77%)
Close on Oct 29, 2026Market cap $13.19BP/E 18.5Yield 3.18%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
19M
Shares held, 13F filers
Institutional holders
211
42 new, 34 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $1.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wolf Pen Branch GP, LLC Joint filing with Wolf Pen Branch, LP (60.30%) | 101,601,480 | 60.30% | 13D (active) amendment | Jun 3, 2026 |
| Brown-Forman Corporation | 31,531,532 | 21.40% | 13D (active) amendment | Oct 6, 2024 |
| Abigail P. Johnson Joint filing with FMR LLC (7.50%) | 22,753,132 | 7.50% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 16,213,828 | 5.58% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BF.A | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lindsell Train Ltd | 2,134,789 | – | $58.41M | −450,433 | 2.22% |
| Vanguard Portfolio Management LLC | 1,987,801 | – | $54.39M | +8,592 | 0.00% |
| BlackRock, Inc. | 1,624,856 | – | $44.46M | +152,077 | 0.00% |
| Gardner Russo & Quinn LLC | 1,597,815 | – | $43.72M | −50,063 | 0.49% |
| Vanguard Capital Management LLC | 1,355,696 | – | $37.09M | −59,774 | 0.00% |
| Geode Capital Management, LLC | 907,216 | – | $24.84M | +135,242 | 0.00% |
| Gabelli Funds LLC | 901,100 | – | $24.65M | – | 0.16% |
| Markel Group Inc. | 843,000 | – | $23.06M | – | 0.18% |
| Dimensional Fund Advisors LP | 646,521 | – | $17.70M | +151,459 | 0.00% |
| Bank of New York Mellon Corp | 607,448 | – | $16.62M | +27,096 | 0.00% |
| Glenview Trust co | 503,341 | – | $13.77M | −619 | 0.19% |
| Morgan Stanley | 349,154 | – | $9.55M | +10,139 | 0.00% |
| Slotnik Capital, LLC | 333,689 | – | $9.13M | New | 2.36% |
| Norges Bank | 288,879 | – | $7.90M | New | 0.00% |
| Quantinno Capital Management LP | 276,955 | – | $7.58M | +103,223 | 0.01% |
| PNC Financial Services Group, Inc. | 276,464 | – | $7.56M | −797 | 0.00% |
| Kessler Investment Group, LLC | 218,128 | – | $5.97M | −98,758 | 2.55% |
| State Street Corp | 206,800 | – | $5.70M | +65,567 | 0.00% |
| Gamco Investors, Inc. Et Al | 202,148 | – | $5.53M | −3,700 | 0.05% |
| Cerity Partners LLC | 169,792 | – | $4.65M | −4,323 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 211 | 19M | 42 / 73 | 55 / 34 | 2M | 1M |
| Q1 2026 | 209 | 18M | 36 / 69 | 65 / 27 | 5M | 2M |
| Q4 2025 | 204 | 18M | 31 / 53 | 78 / 24 | 1M | 2M |
| Q3 2025 | 203 | 18M | 37 / 67 | 57 / 28 | 2M | 1M |
| Q2 2025 | 196 | 18M | 24 / 74 | 57 / 34 | 1M | 2M |
| Q1 2025 | 207 | 19M | 30 / 69 | 61 / 24 | 2M | 1M |
| Q4 2024 | 205 | 18M | 30 / 62 | 65 / 26 | 1M | 1M |
| Q3 2024 | 204 | 18M | 29 / 69 | 50 / 10 | 2M | 1M |
| Q2 2024 | 186 | 18M | 24 / 55 | 58 / 27 | 1M | 1M |
| Q1 2024 | 189 | 18M | 16 / 42 | 77 / 17 | 0M | 0M |
| Q4 2023 | 192 | 18M | 25 / 56 | 59 / 14 | 1M | 0M |
| Q3 2023 | 185 | 18M | 11 / 48 | 63 / 22 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
140 funds held BF.A in Q2 2026, 70% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BF.A | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,278,959 | – | $34.99M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 970,430 | – | $26.55M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 611,550 | – | $16.73M | 0.02% | Jun 30, 2026 |
| The Gabelli Asset Fund | 555,100 | – | $15.19M | 0.91% | Jun 30, 2026 |
| WisdomTree U.S. Midcap Dividend Fund | 380,133 | – | $10.40M | 0.26% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 246,899 | – | $7.21M | 0.01% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 194,912 | – | $5.33M | 0.01% | Jun 30, 2026 |
| The Gabelli Equity Income Fund | 177,000 | – | $4.84M | 1.06% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 162,761 | – | $4.76M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 159,580 | – | $4.66M | 0.03% | Jul 31, 2026 |
| iShares Core Dividend Growth ETF | 147,922 | – | $4.32M | 0.01% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 127,249 | – | $3.40M | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 118,147 | – | $3.16M | 0.00% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 116,771 | – | $3.12M | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 114,217 | – | $3.34M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Lawson E. Whiting | President & CEO, Director | 26,919 | Jul 24, 2026 |
| Christina M. Graven | EVP, Chief Strategy | 2,469 | Jul 24, 2026 |
| Crystal L. Peterson | EVP, Chief Incl/Global Comm | 2,495 | Jul 24, 2026 |
| Yiannis Pafilis | EVP, Pres., EU, Africa, Asia | 780 | Jul 24, 2026 |
| Diane F. Nguyen | EVP, Chief Ppl & Comm | 1,559 | Jul 24, 2026 |
| Michael Andrew Masick | EVP/Pres., Americas | 1,542 | Jul 24, 2026 |
| Timothy M. Nall | EVP, Chief Supp/Tech | 16,975 | Jul 24, 2026 |
| James W. Peters | EVP, Chief Financial Officer | – | Jul 24, 2026 |
| Angela S. Enyard | SVP, Chief Accounting Officer | 1,204 | Jul 24, 2026 |
| Jeremy J. Shepherd | EVP, Chief Marketing | 5,467 | Jul 24, 2026 |
| Michael E. Carr Jr | EVP, General Counsel,Secretary | 1,286 | Jul 24, 2026 |
| Leanne D. Cunningham | EVP, Chief Financial Officer | 7,415 | Jul 25, 2025 |
| Michael Todman | Director | – | Jul 24, 2026 |
| Jan Singer | Director | – | Jul 24, 2026 |
| Michael J. Roney | Director | – | Jul 24, 2026 |
| Elizabeth M. Brown | Director | 700,883 | Jul 24, 2026 |
| Elizabeth A. Smith | Director | – | Jul 24, 2026 |
| Campbell P. Brown | Director | 2,766,768 | Jul 24, 2026 |
| Mark A. Clouse | Director | – | Jul 24, 2026 |
| Marshall Farrer | Director | 29,072 | Jul 24, 2026 |
| Tracy L. Skeans | Director | – | Jul 24, 2026 |
| William Austin Musselman Jr | Director | 10,671,819 | Jul 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy M. Nall EVP, Chief Supp/Tech | May 27, 2026 | Award | +3,010 | – | – | 4,115 |
| Timothy M. Nall EVP, Chief Supp/Tech | May 27, 2026 | Tax withholding | −1,065 | $26.72 | $28.46K | 3,050 |
| Marshall Farrer Director | May 27, 2026 | Tax withholding | −2,176 | $26.72 | $58.14K | 4,577 |
| Marshall Farrer Director | May 27, 2026 | Award | +4,518 | – | – | 6,753 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | May 27, 2026 | Award | +272 | – | – | 272 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | May 27, 2026 | Tax withholding | −177 | $25.94 | $4.59K | 508 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | May 27, 2026 | Award | +508 | – | – | 685 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | May 27, 2026 | Tax withholding | −95 | $26.72 | $2.54K | 177 |
| Michael Andrew Masick EVP/Pres., Americas | May 27, 2026 | Tax withholding | −276 | $25.94 | $7.16K | 1,264 |
| Michael Andrew Masick EVP/Pres., Americas | May 27, 2026 | Award | +611 | – | – | 1,540 |
| Crystal L. Peterson EVP, Chief Incl/Global Comm | May 27, 2026 | Tax withholding | −616 | $26.72 | $16.46K | 1,101 |
| Crystal L. Peterson EVP, Chief Incl/Global Comm | May 27, 2026 | Award | +1,367 | – | – | 1,717 |
| Michael E. Carr Jr EVP, General Counsel,Secretary | May 27, 2026 | Award | +611 | – | – | 860 |
| Michael E. Carr Jr EVP, General Counsel,Secretary | May 27, 2026 | Tax withholding | −245 | $25.94 | $6.36K | 615 |
| Diane F. Nguyen EVP, Chief Ppl & Comm | May 27, 2026 | Tax withholding | −597 | $25.94 | $15.49K | 1,039 |
| Diane F. Nguyen EVP, Chief Ppl & Comm | May 27, 2026 | Award | +1,346 | – | – | 1,636 |
| Lawson E. Whiting President & CEO, Director | May 27, 2026 | Tax withholding | −16,494 | $26.72 | $440.72K | 26,913 |
| Lawson E. Whiting President & CEO, Director | May 27, 2026 | Award | +36,389 | – | – | 43,407 |
| Christina M. Graven EVP, Chief Strategy | May 27, 2026 | Award | +1,346 | – | – | 2,469 |
| Christina M. Graven EVP, Chief Strategy | May 27, 2026 | Tax withholding | −607 | $25.94 | $15.75K | 1,862 |
| Jeremy J. Shepherd EVP, Chief Marketing | May 27, 2026 | Tax withholding | −1,357 | $26.72 | $36.26K | 2,210 |
| Jeremy J. Shepherd EVP, Chief Marketing | May 27, 2026 | Award | +3,010 | – | – | 3,567 |
| Angela S. Enyard SVP, Chief Accounting Officer | Apr 30, 2026 | Tax withholding | −307 | $25.77 | $7.91K | 1,204 |
| Angela S. Enyard SVP, Chief Accounting Officer | Apr 30, 2026 | Option exercise | +884 | – | – | 1,511 |
| Lawson E. Whiting President & CEO, Director | Feb 12, 2026 | Sale(10b5-1 plan) | −25,915 | $31.01 | $803.62K | 7,018 |
| Lawson E. Whiting President & CEO, Director | Dec 12, 2025 | Sale(10b5-1 plan) | −8,834 | $31.00 | $273.85K | 32,933 |
| Lawson E. Whiting President & CEO, Director | Dec 4, 2025 | Sale(10b5-1 plan) | −4,785 | $31.00 | $148.34K | 2 |
| Lawson E. Whiting President & CEO, Director | Dec 4, 2025 | Sale(10b5-1 plan) | −7,746 | $31.01 | $240.20K | 41,767 |
| Marshall Farrer Director | Oct 8, 2025 | Gift | −2,720 | – | – | 19,017 |
| Marshall Farrer Director | Oct 8, 2025 | Gift | +1,360 | – | – | 1,360 |
| Marshall Farrer Director | Oct 8, 2025 | Gift | +1,360 | – | – | 1,360 |
| Lawson E. Whiting President & CEO, Director | Jul 23, 2025 | Sale(10b5-1 plan) | −23,641 | $31.00 | $732.87K | 4,787 |
| William Austin Musselman Jr Director | Jul 15, 2025 | Other | +379,650 | – | – | 379,650 |
| William Austin Musselman Jr Director | Jul 15, 2025 | Other | −379,650 | – | – | 770,974 |
| Campbell P. Brown Director | Jul 9, 2025 | Gift | −390,000 | – | – | 180,863 |
| Campbell P. Brown Director | Jul 9, 2025 | Gift | +390,000 | – | – | 390,000 |
| Crystal L. Peterson EVP, Chief Incl/Global Comm | Jun 2, 2025 | Award | +546 | – | – | 546 |
| Crystal L. Peterson EVP, Chief Incl/Global Comm | Jun 2, 2025 | Tax withholding | −196 | $34.61 | $6.78K | 350 |
| Christina M. Graven EVP, Chief Strategy | Jun 2, 2025 | Tax withholding | −198 | $34.84 | $6.90K | 1,123 |
| Christina M. Graven EVP, Chief Strategy | Jun 2, 2025 | Award | +552 | – | – | 1,321 |
| Michael E. Carr Jr EVP, General Counsel,Secretary | Jun 2, 2025 | Tax withholding | −84 | $34.84 | $2.93K | 249 |
| Michael E. Carr Jr EVP, General Counsel,Secretary | Jun 2, 2025 | Award | +225 | – | – | 333 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | Jun 2, 2025 | Tax withholding | −65 | $34.84 | $2.26K | 177 |
| Yiannis Pafilis EVP, Pres., EU, Africa, Asia | Jun 2, 2025 | Award | +164 | – | – | 242 |
| Diane F. Nguyen EVP, Chief Ppl & Comm | Jun 2, 2025 | Award | +552 | – | – | 552 |
| Diane F. Nguyen EVP, Chief Ppl & Comm | Jun 2, 2025 | Tax withholding | −262 | $34.84 | $9.13K | 290 |
| Angela S. Enyard SVP, Chief Accounting Officer | Jun 2, 2025 | Tax withholding | −58 | $34.84 | $2.02K | 627 |
| Angela S. Enyard SVP, Chief Accounting Officer | Jun 2, 2025 | Award | +114 | – | – | 685 |
| Marshall Farrer EVP, Chief Strategic Growth, Director | Jun 2, 2025 | Tax withholding | −430 | $34.61 | $14.88K | 2,235 |
| Marshall Farrer EVP, Chief Strategic Growth, Director | Jun 2, 2025 | Award | +1,092 | – | – | 2,665 |
| Lawson E. Whiting President & CEO, Director | Jun 2, 2025 | Tax withholding | −5,989 | $34.61 | $207.28K | 49,513 |
| Lawson E. Whiting President & CEO, Director | Jun 2, 2025 | Award | +13,004 | – | – | 55,502 |
| Michael Andrew Masick EVP/Pres., Americas | Jun 2, 2025 | Tax withholding | −88 | $34.84 | $3.07K | 884 |
| Michael Andrew Masick EVP/Pres., Americas | Jun 2, 2025 | Award | +286 | – | – | 972 |
| Timothy M. Nall EVP, Chief Supp/Tech | Jun 2, 2025 | Award | +1,016 | – | – | 1,415 |
| Timothy M. Nall EVP, Chief Supp/Tech | Jun 2, 2025 | Tax withholding | −310 | $34.61 | $10.73K | 1,105 |
| Leanne D. Cunningham EVP, Chief Financial Officer | Jun 2, 2025 | Tax withholding | −724 | $34.61 | $25.06K | 2,825 |
| Leanne D. Cunningham EVP, Chief Financial Officer | Jun 2, 2025 | Award | +2,427 | – | – | 3,549 |
| Jeremy J. Shepherd EVP, Chief Marketing | Jun 2, 2025 | Tax withholding | −363 | $34.61 | $12.56K | 557 |
| Jeremy J. Shepherd EVP, Chief Marketing | Jun 2, 2025 | Award | +920 | – | – | 920 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
4.4
At 0M shares a day
Change since last report
+2.8%
From 1M shares
Short volume, 20 days
69.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Brown Forman's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,819 shares on Sep 22, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lawson E. Whiting Officer | Dec 4, 2025 | 4,785 | $148.19K | Dec 4, 2025 | Acquired as equity compensation {RSU/PBRSU} |
| Lawson E. Whiting Officer | Dec 4, 2025 | 42,495 | $1.32M | Dec 4, 2025 | Acquired as equity compensation {RSU/PBRSU} |
| Lawson E. Whiting Officer | Jul 23, 2025 | 28,426 | $881.21K | Jul 23, 2025 | acquired as equity compensation {SSARS} |
| Kirsten M. Hawley Officer | Jun 22, 2023 | 2,402 | $159.83K | Jun 22, 2023 | SAR Exercise |