Brown-Forman Corporation· BF-A

🇺🇸 US · LargeBroad USNYSE

Consumer DefensiveBeverages - AlcoholicWebsite

Price: $28.86
Day: +2.63%
Mkt Cap: $13.23B
52W Range: $23.01 – $31.63
Volume: 137.2K
Beta: 0.33

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

Brown-Forman Corporation

BF-A|Consumer Defensive|Beverages - Alcoholic

Current price: $29

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$803.6K

Net share flow-25.9K

Purchases0 ($0)

Sales1 ($803.6K)

Top Notable Transactions

Insider

Type

Value

Date

McCallum Mark I

Sale

$2.9M

Sep 12

MORREAU JANE C

Sale

$1.1M

Jan 2

MORREAU JANE C

Sale

$986.3K

Jan 4

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership4.0%

13F share flow+3.6%

Investors holding214

+141 adding-96 reducing

105

New 36Inc 105Red 66Closed 30

Top Institutional Holders

Institution

Value

Change

LINDSELL TRAIN LTD

$69.3M

-3.8%

GARDNER RUSSO & QUINN LLC

$44.1M

+0.8%

BLACKROCK, INC.

$39.5M

+40.9%

GABELLI FUNDS LLC

$24.1M

+2.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting63

Total shares held2.4M

Share flow+9.8%

17 buying5 selling

Buying 17Unchanged 41Selling 5

Top Fund Holders

Fund

Weight

Change

WisdomTree Trust

465.6K

0.02%

Fidelity Rutland Square Trust II

244.0K

0.02%

+102.6K

FIDELITY CONCORD STREET TRUST

222.7K

0.08%

+5.4K

SCHWAB STRATEGIC TRUST

104.1K

0.03%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore BF-A on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BF-A Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+34

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for BF-A

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q1 2026

1 sale totaling $803.6K (25.9K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, BF-A

Top 8 highest-value recent insider trades

McCallum Mark I

Officer

Sell

44,577 shares at $65.61

Sep 12, 2019$2.92M

MORREAU JANE C

Officer

Sell

16,405 shares at $67.30

Jan 2, 2020$1.10M

MORREAU JANE C

Officer

Sell

12,524 shares at $78.75

Jan 4, 2021$986.29K

Whiting Lawson E

CEO

Sell

25,915 shares at $31.01

Feb 12, 2026$803.62K

Whiting Lawson E

CEO

Sell

23,641 shares at $31.00

Jul 23, 2025$732.87K

Hawley Kirsten M

Officer

Sell

7,873 shares at $74.65

Jul 1, 2021$587.69K

BOUSQUET CHAVANNE PATRICK

Director

Sell

6,250 shares at $80.00

Sep 9, 2020$500.00K

Whiting Lawson E

CEO

Sell

8,834 shares at $31.00

Dec 12, 2025$273.85K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for BF-A

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

4.0% institutional ownership

Slight accumulation: 141 adding vs 96 reducing

13F shares increased by 1.9%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+44 growing-174 shrinkingNet: -130

158

New (16)

Increased (28)

Reduced (16)

Closed (158)

Top Institutional Holders, BF-A

Largest 8 institutional positions by ownership percentage as of Q2 2026

LINDSELL TRAIN LTD

2.1M

$58.4M

Ownership

0.47%

-17.4%

MARKEL GROUP INC.

843.0K

$23.1M

Ownership

0.18%

No change

KESSLER INVESTMENT GROUP, LLC

218.1K

$6.0M

Ownership

0.05%

-31.2%

GRACE & WHITE INC /NY

110.4K

$3.0M

Ownership

0.02%

No change

HARVEY INVESTMENT CO LLC

85.5K

$2.3M

Ownership

0.02%

No change

ETHIC INC.

49.2K

$1.3M

Ownership

0.01%

-43.2%

TRUST CO OF VIRGINIA /VA

45.4K

$1.2M

Ownership

0.01%

No change

BOSTON TRUST WALDEN CORP

30.1K

$823.5K

Ownership

0.01%

-1.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 63 ETFs and mutual funds reporting

17 buying5 sellingNet: +12

Buying (17)

Unchanged (41)

Selling (5)

Very Bullish

Funds accumulating in Q2 2026

63 ETFs and mutual funds reporting

17 funds buying vs 5 selling

Top Fund Holders, BF-A

Largest 8 ETF and mutual fund positions by shares held as of latest filing

WisdomTree Trust

465.6K

Weight

0.02%

No change

Fidelity Rutland Square Trust II

244.0K

Weight

0.02%

Increased

FIDELITY CONCORD STREET TRUST

222.7K

Weight

0.08%

Increased

SCHWAB STRATEGIC TRUST

104.1K

Weight

0.03%

No change

iSHARES TRUST

83.6K

Weight

0.00%

Decreased

VANGUARD SCOTTSDALE FUNDS

38.3K

Weight

0.00%

Increased

SCHWAB CAPITAL TRUST

32.0K

Weight

0.07%

No change

VANGUARD WORLD FUND

25.4K

Weight

0.01%

No change

Brown-Forman Corporation· BF-A

Holdings Analysis

Insider Trading Activity

1.3Transaction History31Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings77Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History31Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings77Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights