BF-B Institutional Ownership
Brown-Forman Corporation
1W: +1.5%
1M: +9.5%
3M: -2.6%
YTD: +11.9%
1Y: +5.5%
3Y: -44.2%
5Y: -54.3%
$28.51
-0.44 (-1.52%)
Pre-Market: $29.28 (+0.77, +2.70%)
Weekly Expected Move ±4.8%
$27
$28
$29
$31
$32
Credit Risk of going bust: lower than 66% of companies Debt: 15.4% of company value Bonds: $36.6M held by 67 funds, 65 bp over Treasuries → 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 $0.46 (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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.46 (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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BF-B
678
Institutional Holders
-29 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
99
New Positions
185
Increased
290
Reduced
75
Closed
0.62
Put/Call Ratio
Ownership Trends
Top Institutional Holders (776 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 14,597,902 | $416M | -74,426 | -0.5% | 2Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13,396,435 | $382M | +71,200 | +0.5% | 2Q | SEC ↗ |
| 3 | FMR LLC | 12,577,525 | $359M | -201,788 | -1.6% | 110Q | SEC ↗ |
| 4 | BlackRock, Inc. | 12,159,629 | $347M | +92,964 | +0.8% | 8Q | SEC ↗ |
| 5 | VAN ECK ASSOCIATES CORP | 12,095,293 | $345M | -263,238 | -2.1% | 15Q | SEC ↗ |
| 6 | STATE STREET CORP | 9,748,553 | $278M | -246,744 | -2.5% | 46Q | SEC ↗ |
| 7 | Invesco Ltd. | 8,559,478 | $244M | -411,580 | -4.6% | 87Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 7,395,364 | $211M | +985,934 | +15.4% | 15Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 7,048,225 | $201M | +2,319,804 | +49.1% | 102Q | SEC ↗ |
| 10 | ProShare Advisors LLC | 5,658,686 | $161M | -326,757 | -5.5% | 76Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5,501,201 | $157M | +46,590 | +0.9% | 92Q | SEC ↗ |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 3,530,345 | $101M | +37,566 | +1.1% | 4Q | SEC ↗ |
| 13 | MORGAN STANLEY | 3,470,795 | $99M | -502,655 | -12.7% | 60Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 2,829,659 | $81M | -100,897 | -3.4% | 76Q | SEC ↗ |
| 15 | EQUITY INVESTMENT CORP | 2,590,913 | $74M | +166,941 | +6.9% | 5Q | SEC ↗ |
| 16 | Black Creek Investment Management Inc. | 2,457,810 | $70M | -2,800,296 | -53.3% | 6Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 2,329,276 | $66M | -1,405,337 | -37.6% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 2,116,924 | $60M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,116,924 | $60M | +8,482 | +0.4% | 15Q | SEC ↗ |
| 20 | UBS Group AG | 2,105,843 | $60M | -930,359 | -30.6% | 47Q | SEC ↗ |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 2,045,650 | $58M | -292,357 | -12.5% | 20Q | SEC ↗ |
| 22 | Ruffer LLP | 1,931,956 | $55M | -799,920 | -29.3% | 2Q | SEC ↗ |
| 23 | Vest Financial, LLC | 1,688,989 | $48M | -159,789 | -8.6% | 23Q | SEC ↗ |
| 24 | Grantham, Mayo, Van Otterloo & Co. LLC | 1,666,644 | $48M | +226,994 | +15.8% | 5Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 1,585,516 | $45M | -108,752 | -6.4% | 110Q | SEC ↗ |
| 26 | J. Safra Sarasin Holding AG | 1,570,661 | $45M | -17,987 | -1.1% | 6Q | SEC ↗ |
| 27 | Pureheart Capital Pte Ltd. NEW | 1,442,248 | $41M | — | +0.0% | 1Q | SEC ↗ |
| 28 | FIL Ltd | 1,388,235 | $40M | +252,235 | +22.2% | 2Q | SEC ↗ |
| 29 | Lindsell Train Ltd | 1,379,324 | $39M | -196,725 | -12.5% | 34Q | SEC ↗ |
| 30 | NOMURA ASSET MANAGEMENT CO LTD | 1,297,920 | $37M | -66,507 | -4.9% | 91Q | SEC ↗ |
| 31 | NORGES BANK NEW | 1,293,650 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC NEW | 1,214,645 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 1,179,906 | $34M | +881,164 | +295.0% | 16Q | SEC ↗ |
| 34 | DEUTSCHE BANK AG | 1,164,991 | $33M | -624,373 | -34.9% | 52Q | SEC ↗ |
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,152,060 | $33M | -85,561 | -6.9% | 8Q | SEC ↗ |
| 36 | HRT FINANCIAL LP | 1,136,780 | $32M | +563,184 | +98.2% | 2Q | SEC ↗ |
| 37 | CANADA PENSION PLAN INVESTMENT BOARD | 1,104,010 | $31M | +1,054,800 | +2143.5% | 77Q | SEC ↗ |
| 38 | OLD REPUBLIC INTERNATIONAL CORP | 1,103,400 | $31M | — | +0.0% | 4Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 1,097,622 | $31M | -109,864 | -9.1% | 101Q | SEC ↗ |
| 40 | Point72 Asset Management, L.P. | 1,089,873 | $31M | -758,429 | -41.0% | 3Q | SEC ↗ |
| 41 | VANGUARD FIDUCIARY TRUST CO | 1,024,477 | $29M | -17,338 | -1.7% | 2Q | SEC ↗ |
| 42 | FIRST TRUST ADVISORS LP | 1,013,630 | $29M | +460,070 | +83.1% | 28Q | SEC ↗ |
| 43 | THOMPSON SIEGEL & WALMSLEY LLC | 1,008,726 | $29M | -50,919 | -4.8% | 4Q | SEC ↗ |
| 44 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT | 970,867 | $28M | -6,365 | -0.7% | 8Q | SEC ↗ |
| 45 | CITIGROUP INC | 949,845 | $27M | +308,737 | +48.2% | 65Q | SEC ↗ |
| 46 | D. E. Shaw & Co., Inc. | 909,566 | $26M | -600,743 | -39.8% | 10Q | SEC ↗ |
| 47 | Gotham Asset Management, LLC | 876,521 | $25M | +731,881 | +506.0% | 9Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 742,400 | $21M | -93,197 | -11.2% | 45Q | SEC ↗ |
| 49 | STATE OF WISCONSIN INVESTMENT BOARD | 685,755 | $20M | +244,710 | +55.5% | 15Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 649,703 | $19M | -877,542 | -57.5% | 103Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,116,924 | $60M |
| Pureheart Capital Pte Ltd. | 1,442,248 | $41M |
| NORGES BANK | 1,293,650 | $37M |
| MILLENNIUM MANAGEMENT LLC | 1,214,645 | $35M |
| TUDOR INVESTMENT CORP ET AL | 516,256 | $15M |
| Bronte Capital Management Pty Ltd. | 464,313 | $13M |
| FIDEURAM - INTESA SANPAOLO PRIVATE | 379,813 | $11M |
| Janney Montgomery Scott LLC | 345,901 | $10M |
| Jump Financial, LLC | 247,839 | $7M |
| Capula Management Ltd | 182,929 | $5M |
| CastleKnight Management LP | 148,000 | $4M |
| Hudson Bay Capital Management LP | 123,021 | $4M |
| Virtu Financial LLC | 116,744 | $3M |
| CREDIT INDUSTRIEL ET COMMERCIAL | 116,122 | $3M |
| MAVERICK CAPITAL LTD | 114,286 | $3M |
| Jupiter Topco LLC | 71,486 | $2M |
| AXQ CAPITAL, LP | 64,445 | $2M |
| Jain Global LLC | 55,133 | $2M |
| NOMURA HOLDINGS INC | 51,847 | $1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 48,330 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Caisse de depot et placement du Que | 1,818,793 | $52M |
| Alecta Tjanstepension Omsesidigt | 1,600,000 | $46M |
| ARGA Investment Management, LP | 1,395,997 | $40M |
| LONDON CO OF VIRGINIA | 1,181,778 | $34M |
| AEGON ASSET MANAGEMENT UK Plc | 732,913 | $21M |
| Ceredex Value Advisors LLC | 520,627 | $15M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 469,081 | $13M |
| LAZARD ASSET MANAGEMENT LLC | 352,133 | $10M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 295,743 | $8M |
| Holocene Advisors, LP | 277,358 | $8M |
| MATTERN CAPITAL MANAGEMENT, LLC | 265,715 | $8M |
| Sather Financial Group Inc | 248,407 | $7M |
| Aquatic Capital Management LLC | 226,682 | $6M |
| AVIVA PLC | 189,259 | $5M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 175,902 | $5M |
| Trexquant Investment LP | 164,470 | $5M |
| Kingsview Wealth Management, LLC | 158,893 | $5M |
| Weiss Asset Management LP | 152,783 | $4M |
| HAHN CAPITAL MANAGEMENT LLC | 149,205 | $4M |
| NATIXIS ADVISORS, LLC | 148,424 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | +2,319,804 | +49.1% | 7,048,225 |
| CANADA PENSION PLAN INVESTMENT BOAR | +1,054,800 | +2143.5% | 1,104,010 |
| GOLDMAN SACHS GROUP INC | +985,934 | +15.4% | 7,395,364 |
| Quantinno Capital Management LP | +881,164 | +295.0% | 1,179,906 |
| Gotham Asset Management, LLC | +731,881 | +506.0% | 876,521 |
| HRT FINANCIAL LP | +563,184 | +98.2% | 1,136,780 |
| CIBC WORLD MARKET INC. | +534,884 | +889.7% | 595,004 |
| FIRST TRUST ADVISORS LP | +460,070 | +83.1% | 1,013,630 |
| CIBC Bancorp USA Inc. | +453,184 | +422.7% | 560,393 |
| ExodusPoint Capital Management, LP | +331,706 | +449.9% | 405,434 |
| CITIGROUP INC | +308,737 | +48.2% | 949,845 |
| Corient Private Wealth LP | +273,938 | +1198.2% | 296,800 |
| FIL Ltd | +252,235 | +22.2% | 1,388,235 |
| STATE OF WISCONSIN INVESTMENT BOARD | +244,710 | +55.5% | 685,755 |
| Grantham, Mayo, Van Otterloo & Co. | +226,994 | +15.8% | 1,666,644 |
| SG Americas Securities, LLC | +174,838 | +125.4% | 314,211 |
| EQUITY INVESTMENT CORP | +166,941 | +6.9% | 2,590,913 |
| FRANKLIN RESOURCES INC | +149,144 | +264.7% | 205,498 |
| AMIRAL GESTION | +148,580 | +36.3% | 558,244 |
| HSBC HOLDINGS PLC | +140,002 | +61.7% | 366,835 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Black Creek Investment Management I | -2,800,296 | -53.3% | 2,457,810 |
| CITADEL ADVISORS LLC | -2,447,677 | -94.9% | 131,865 |
| BANK OF AMERICA CORP /DE | -1,405,337 | -37.6% | 2,329,276 |
| UBS Group AG | -930,359 | -30.6% | 2,105,843 |
| JPMORGAN CHASE & CO | -877,542 | -57.5% | 649,703 |
| Ruffer LLP | -799,920 | -29.3% | 1,931,956 |
| Point72 Asset Management, L.P. | -758,429 | -41.0% | 1,089,873 |
| DEUTSCHE BANK AG | -624,373 | -34.9% | 1,164,991 |
| D. E. Shaw & Co., Inc. | -600,743 | -39.8% | 909,566 |
| MORGAN STANLEY | -502,655 | -12.7% | 3,470,795 |
| Invesco Ltd. | -411,580 | -4.6% | 8,559,478 |
| NEW YORK STATE COMMON RETIREMENT FU | -352,905 | -86.8% | 53,620 |
| ProShare Advisors LLC | -326,757 | -5.5% | 5,658,686 |
| WELLINGTON MANAGEMENT GROUP LLP | -292,357 | -12.5% | 2,045,650 |
| VAN ECK ASSOCIATES CORP | -263,238 | -2.1% | 12,095,293 |
| STATE STREET CORP | -246,744 | -2.5% | 9,748,553 |
| FMR LLC | -201,788 | -1.6% | 12,577,525 |
| Lindsell Train Ltd | -196,725 | -12.5% | 1,379,324 |
| BARCLAYS PLC | -185,475 | -36.4% | 323,931 |
| UBS AM, a distinct business unit of | -181,653 | -26.3% | 510,006 |