Brown-Forman Corporation· BF-B

🇺🇸 US · LargeSP500NYSE

Consumer DefensiveBeverages - Wineries & DistilleriesWebsite

Price: $27.58
Day: -2.96%
Mkt Cap: $12.86B
52W Range: $22.61 – $31.92
Volume: 1.27M
Beta: 0.34

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Brown-Forman Corporation

BF-B|Consumer Defensive|Beverages - Wineries & Distilleries

Current price: $28

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, Q2 2026

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

Ownership43.1%

13F share flow+0.1%

Investors holding598

+374 adding-298 reducing

279

209

New 95Inc 279Red 209Closed 89

Top Institutional Holders

Institution

Value

Change

VANGUARD CAPITAL MANAGEMENT LLC

$389.0M

-0.5%

FMR LLC

$335.2M

-1.6%

BLACKROCK, INC.

$324.1M

+0.8%

VAN ECK ASSOCIATES CORP

$322.3M

-2.1%

ETF & Mutual Fund Activity, Q2 2026

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

Funds reporting176

Total shares held62.6M

Share flow+1.3%

40 buying35 selling

101

Buying 40Unchanged 101Selling 35

Top Fund Holders

Fund

Weight

Change

BAIRD FUNDS INC

317.4K

0.02%

-79.9K

Guardian Variable Products Trust

56.9K

0.44%

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

54.5K

0.00%

PACIFIC SELECT FUND

27.5K

0.00%

-1.1K

See the complete picture

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

Explore BF-B on stockoscope.com→

Generated August 18, 2026

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

Smart Money Sentiment

BF-B Smart Money Sentiment Score

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

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+14

Fund Flow

10% weight

Overall Smart Money sentiment of 3.1/5 (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 17, 2026.

Insider Trading Activity

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

Insider Activity for BF-B

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-B

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-B

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q2 2026

43.1% institutional ownership

Slight accumulation: 374 adding vs 298 reducing

13F shares decreased by 0.6%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+374 growing-298 shrinkingNet: +76

279

209

New (95)

Increased (279)

Reduced (209)

Closed (89)

Top Institutional Holders, BF-B

Largest 8 institutional positions by ownership percentage as of Q2 2026

VANGUARD CAPITAL MANAGEMENT LLC

14.6M

$389.0M

Ownership

3.13%

-0.5%

FMR LLC

12.6M

$335.2M

Ownership

2.70%

-1.6%

BLACKROCK, INC.

12.2M

$324.1M

Ownership

2.61%

+0.8%

VAN ECK ASSOCIATES CORP

12.1M

$322.3M

Ownership

2.59%

-2.1%

STATE STREET CORP

9.7M

$262.1M

Ownership

2.09%

-2.5%

INVESCO LTD.

8.6M

$228.1M

Ownership

1.84%

-4.6%

GOLDMAN SACHS GROUP INC

7.4M

$197.1M

Ownership

1.59%

+15.4%

DIMENSIONAL FUND ADVISORS LP

7.0M

$187.9M

Ownership

1.51%

+49.1%

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: 176 ETFs and mutual funds reporting

40 buying35 sellingNet: +5

101

Buying (40)

Unchanged (101)

Selling (35)

Neutral

Mixed fund activity in Q2 2026

176 ETFs and mutual funds reporting

40 buying vs 35 selling (balanced)

Top Fund Holders, BF-B

Largest 7 ETF and mutual fund positions by shares held as of latest filing

BAIRD FUNDS INC

317.4K

Weight

0.02%

Decreased

Guardian Variable Products Trust

56.9K

Weight

0.44%

No change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

54.5K

Weight

0.00%

No change

PACIFIC SELECT FUND

27.5K

Weight

0.00%

Decreased

NORTHERN LIGHTS FUND TRUST III

19.9K

Weight

12.82%

No change

Principal Exchange-Traded Funds

12.2K

Weight

0.04%

Decreased

Absolute Shares Trust

10.0K

Weight

2.70%

Increased

Brown-Forman Corporation· BF-B

Holdings Analysis

Insider Trading Activity

1.3Transaction History31Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings143Most 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 Holdings143Most 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