BF-A Institutional Ownership
Brown-Forman Corporation
1W: +1.5%
1M: +9.9%
3M: -1.4%
YTD: +14.3%
1Y: +9.4%
3Y: -44.0%
5Y: -50.0%
$29.20
-0.61 (-2.05%)
Pre-Market: $28.68 (-0.52, -1.78%)
Weekly Expected Move ±4.7%
$27
$29
$30
$32
$33
Credit Risk of going bust: lower than 66% of companies Debt: 15.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.47 (down 98%), Brown-Forman Corporation would be worth roughly what it owes.
Total debt $2.44B against a stock market value of $13.40B.
Distance to default 6.91 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $1.40B (short-term plus half of long-term), stock volatility 37.2%; Altman Z 4.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.47 (down 98%), Brown-Forman Corporation would be worth roughly what it owes.
Total debt $2.44B against a stock market value of $13.40B.
Distance to default 6.91 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $1.40B (short-term plus half of long-term), stock volatility 37.2%; Altman Z 4.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BF-A
247
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$521M
Total Invested
41
New Positions
74
Increased
89
Reduced
34
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (269 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Lindsell Train Ltd | 2,134,789 | $62M | -450,433 | -17.4% | 67Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,987,801 | $58M | +8,592 | +0.4% | 2Q | SEC ↗ |
| 3 | BlackRock, Inc. | 1,624,856 | $47M | +152,077 | +10.3% | 8Q | SEC ↗ |
| 4 | GARDNER RUSSO & QUINN LLC | 1,597,815 | $47M | -50,063 | -3.0% | 110Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,355,696 | $40M | -59,774 | -4.2% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 907,216 | $26M | +135,242 | +17.5% | 45Q | SEC ↗ |
| 7 | GABELLI FUNDS LLC | 901,100 | $26M | — | +0.0% | 66Q | SEC ↗ |
| 8 | Markel Group Inc. | 843,000 | $25M | — | +0.0% | 75Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 646,521 | $19M | +151,459 | +30.6% | 81Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 607,448 | $18M | +27,096 | +4.7% | 69Q | SEC ↗ |
| 11 | Glenview Trust Co | 503,341 | $15M | -619 | -0.1% | 39Q | SEC ↗ |
| 12 | MORGAN STANLEY | 349,154 | $10M | +10,139 | +3.0% | 60Q | SEC ↗ |
| 13 | Slotnik Capital, LLC NEW | 333,689 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORGES BANK NEW | 288,879 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Quantinno Capital Management LP | 276,955 | $8M | +103,223 | +59.4% | 9Q | SEC ↗ |
| 16 | PNC Financial Services Group, Inc. | 276,464 | $8M | -797 | -0.3% | 15Q | SEC ↗ |
| 17 | Kessler Investment Group, LLC | 218,128 | $6M | -98,758 | -31.2% | 4Q | SEC ↗ |
| 18 | STATE STREET CORP | 206,800 | $6M | +65,567 | +46.4% | 45Q | SEC ↗ |
| 19 | GAMCO INVESTORS, INC. ET AL | 202,148 | $6M | -3,700 | -1.8% | 16Q | SEC ↗ |
| 20 | Cerity Partners LLC | 169,792 | $5M | -4,323 | -2.5% | 13Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 166,350 | $5M | +22,125 | +15.3% | 47Q | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 150,002 | $4M | +5,765 | +4.0% | 45Q | SEC ↗ |
| 23 | GRACE & WHITE INC /NY | 110,355 | $3M | — | +0.0% | 25Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 103,520 | $3M | +45,279 | +77.7% | 8Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 102,784 | $3M | +25,199 | +32.5% | 15Q | SEC ↗ |
| 26 | Bronte Capital Management Pty Ltd. | 95,365 | $3M | -4,989 | -5.0% | 2Q | SEC ↗ |
| 27 | UBS AM, a distinct business unit of UB | 92,861 | $3M | +51,959 | +127.0% | 3Q | SEC ↗ |
| 28 | STOCK YARDS BANK & TRUST CO | 89,584 | $3M | — | +0.0% | 100Q | SEC ↗ |
| 29 | HARVEY INVESTMENT CO LLC | 85,524 | $2M | — | +0.0% | 99Q | SEC ↗ |
| 30 | Swiss National Bank | 84,500 | $2M | -15,500 | -15.5% | 2Q | SEC ↗ |
| 31 | FIRST TRUST ADVISORS LP NEW | 81,679 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Nuveen, LLC | 77,361 | $2M | +414 | +0.5% | 6Q | SEC ↗ |
| 33 | BROWN ADVISORY INC | 74,013 | $2M | -18 | -0.0% | 65Q | SEC ↗ |
| 34 | UBS Group AG | 71,553 | $2M | +20,155 | +39.2% | 47Q | SEC ↗ |
| 35 | HRT FINANCIAL LP NEW | 71,262 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Pitcairn Wealth Advisors LLC | 68,534 | $2M | +1,074 | +1.6% | 3Q | SEC ↗ |
| 37 | KING LUTHER CAPITAL MANAGEMENT CORP | 66,500 | $2M | — | +0.0% | 20Q | SEC ↗ |
| 38 | VANGUARD ASSET MANAGEMENT, Ltd | 59,805 | $2M | -8,231 | -12.1% | 2Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 58,978 | $2M | +2,156 | +3.8% | 7Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 58,076 | $2M | -4,800 | -7.6% | 86Q | SEC ↗ |
| 41 | Mariner, LLC | 55,359 | $2M | +761 | +1.4% | 22Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 55,245 | $2M | +38,833 | +236.6% | 33Q | SEC ↗ |
| 43 | Ethic Inc. | 49,237 | $1M | -37,400 | -43.2% | 21Q | SEC ↗ |
| 44 | CALIFORNIA STATE TEACHERS RETIREMENT S | 48,121 | $1M | +6,416 | +15.4% | 45Q | SEC ↗ |
| 45 | BANK OF AMERICA CORP /DE | 46,741 | $1M | -1,325 | -2.8% | 15Q | SEC ↗ |
| 46 | Pathstone Holdings, LLC | 46,415 | $1M | -5,382 | -10.4% | 11Q | SEC ↗ |
| 47 | TCV Trust & Wealth Management, Inc. | 45,400 | $1M | — | +0.0% | 64Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 44,875 | $1M | -3,335 | -6.9% | 43Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 44,570 | $1M | -2,415 | -5.1% | 45Q | SEC ↗ |
| 50 | OCCUDO QUANTITATIVE STRATEGIES LP | 44,350 | $1M | +31,011 | +232.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Slotnik Capital, LLC | 333,689 | $10M |
| NORGES BANK | 288,879 | $8M |
| FIRST TRUST ADVISORS LP | 81,679 | $2M |
| HRT FINANCIAL LP | 71,262 | $2M |
| AMERIPRISE FINANCIAL INC | 31,488 | $919K |
| JANUS HENDERSON GROUP PLC | 24,400 | $712K |
| Frec Markets, Inc. | 16,460 | $481K |
| Jupiter Topco LLC | 14,700 | $429K |
| MARSHALL WACE, LLP | 12,565 | $367K |
| Squarepoint Ops LLC | 12,482 | $364K |
| OSSIAM | 12,322 | $360K |
| TOBAM | 12,298 | $359K |
| Pictet Asset Management Holding SA | 9,281 | $271K |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,929 | $261K |
| Caprock Group, LLC | 8,900 | $260K |
| Creative Planning | 8,605 | $251K |
| Focus Partners Wealth | 8,562 | $250K |
| Machina Capital S.A.S. | 8,311 | $243K |
| J.W. COLE ADVISORS, INC. | 7,998 | $234K |
| J. Safra Sarasin Holding AG | 7,500 | $219K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 102,990 | $3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 68,458 | $2M |
| Sone Capital Management, LLC | 63,991 | $2M |
| POINCIANA ADVISORS GROUP, LLC | 52,325 | $2M |
| Maxi Investments CY Ltd | 50,496 | $1M |
| JANE STREET GROUP, LLC | 38,367 | $1M |
| SEI INVESTMENTS CO | 30,434 | $889K |
| MIRABELLA FINANCIAL SERVICES LLP | 22,277 | $650K |
| New Republic Capital, LLC | 14,824 | $433K |
| Sather Financial Group Inc | 13,364 | $390K |
| Alpine Fox Capital LLC | 13,000 | $380K |
| TWO SIGMA SECURITIES, LLC | 12,916 | $377K |
| Jain Global LLC | 12,502 | $365K |
| Edgestream Partners, L.P. | 11,813 | $345K |
| VICTORY CAPITAL MANAGEMENT INC | 11,607 | $339K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 10,552 | $308K |
| Virtu Financial LLC | 9,271 | $271K |
| Empowered Funds, LLC | 9,205 | $269K |
| First Growth Capital LLC | 8,725 | $255K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,259 | $241K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lindsell Train Ltd | -450,433 | -17.4% | 2,134,789 |
| Kessler Investment Group, LLC | -98,758 | -31.2% | 218,128 |
| VANGUARD CAPITAL MANAGEMENT LLC | -59,774 | -4.2% | 1,355,696 |
| GARDNER RUSSO & QUINN LLC | -50,063 | -3.0% | 1,597,815 |
| Ethic Inc. | -37,400 | -43.2% | 49,237 |
| XTX Topco Ltd | -22,333 | -54.6% | 18,583 |
| Swiss National Bank | -15,500 | -15.5% | 84,500 |
| VANGUARD ASSET MANAGEMENT, Ltd | -8,231 | -12.1% | 59,805 |
| Town & Country Bank & Trust CO dba | -7,037 | -42.1% | 9,659 |
| Legal & General Group Plc | -5,459 | -11.8% | 40,692 |
| Pathstone Holdings, LLC | -5,382 | -10.4% | 46,415 |
| Bronte Capital Management Pty Ltd. | -4,989 | -5.0% | 95,365 |
| RENAISSANCE TECHNOLOGIES LLC | -4,800 | -7.6% | 58,076 |
| Cerity Partners LLC | -4,323 | -2.5% | 169,792 |
| GAMCO INVESTORS, INC. ET AL | -3,700 | -1.8% | 202,148 |
| CWM, LLC | -3,662 | -49.6% | 3,723 |
| CITIGROUP INC | -3,419 | -42.4% | 4,649 |
| JPMORGAN CHASE & CO | -3,335 | -6.9% | 44,875 |
| Farther Finance Advisors, LLC | -2,917 | -96.1% | 119 |
| Versant Capital Management, Inc | -2,789 | -62.9% | 1,644 |