Security Snapshot

BROWN FORMAN CORP - Class A Common Stock (voting), $0.15 par value per share (BFA) Institutional Ownership

CUSIP: 115637100

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

209

Shares (Excl. Options)

19,100,719

Price

$27.36

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+799,570
Value change
+$22,085,530
Number of holders
209
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
168,493,333
SEC-reported price per share
$29.21
Insider filing price
$29.21
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BFA - BROWN FORMAN CORP - Class A Common Stock (voting), $0.15 par value per share is tracked under CUSIP 115637100.
  • 209 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 209 to 209 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $492,221,403 to $522,763,668.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 209 institutions filings for Q2 2026.

Open SEC evidence

Security key

115637100

Latest holder period

Q2 2026

13F holders

209

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BFA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Wolf Pen Branch, LP 60% $2,745,271,990 101,601,480 Wolf Pen Branch, LP 03 Jun 2026

As of 30 Jun 2026, 209 institutional investors reported holding 19,100,719 shares of BROWN FORMAN CORP - Class A Common Stock (voting), $0.15 par value per share (BFA). This represents 11% of the company’s total 168,493,333 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
9.5%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Lindsell Train Ltd 1.3% 2,134,789 -17% 2.2% $58,407,827
VANGUARD PORTFOLIO MANAGEMENT LLC 1.2% 1,987,801 +0.43% 0% $54,386,235
BlackRock, Inc. 0.96% 1,624,856 +10% 0% $44,456,067
GARDNER RUSSO & QUINN LLC 0.95% 1,597,815 -3% 0.49% $43,716,215
VANGUARD CAPITAL MANAGEMENT LLC 0.8% 1,355,696 -4.2% 0% $37,091,843
GEODE CAPITAL MANAGEMENT, LLC 0.54% 907,216 +18% 0% $24,837,644
GABELLI FUNDS LLC 0.53% 901,100 0% 0.16% $24,654,096
Markel Group Inc. 0.5% 843,000 0% 0.18% $23,064,480
DIMENSIONAL FUND ADVISORS LP 0.38% 646,521 +31% 0% $17,696,266
Bank of New York Mellon Corp 0.36% 607,448 +4.7% 0% $16,619,774
Glenview Trust Co 0.3% 503,341 -0.12% 0.19% $13,771,410
MORGAN STANLEY 0.21% 349,154 +3% 0% $9,552,910
Slotnik Capital, LLC 0.2% 333,689 2.5% $9,129,731
NORGES BANK 0.17% 288,879 0% $7,903,729
Quantinno Capital Management LP 0.16% 276,955 +59% 0.01% $7,577,490
PNC Financial Services Group, Inc. 0.16% 276,464 -0.29% 0% $7,564,055
Kessler Investment Group, LLC 0.13% 218,128 -31% 2.5% $5,967,982
STATE STREET CORP 0.12% 206,800 +46% 0% $5,702,655
GAMCO INVESTORS, INC. ET AL 0.12% 202,148 -1.8% 0.05% $5,530,769
Cerity Partners LLC 0.1% 169,792 -2.5% 0.01% $4,645,501
NORTHERN TRUST CORP 0.1% 166,350 +15% 0% $4,551,337
Baird Financial Group, Inc. 0.09% 150,002 +4% 0.01% $4,104,054
GRACE & WHITE INC /NY 0.07% 110,355 0% 0.48% $3,019,313
AQR CAPITAL MANAGEMENT LLC 0.06% 103,520 +78% 0% $2,832,307
GOLDMAN SACHS GROUP INC 0.06% 102,784 +32% 0% $2,812,170

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 19,100,719 $522,763,668 +$22,085,530 $27.36 209
2026 Q1 18,375,988 $492,221,403 +$3,911,741 $26.79 209
2025 Q4 18,027,583 $474,394,683 -$9,956,264 $26.31 202
2025 Q3 18,347,895 $493,810,629 +$10,244,769 $26.91 197
2025 Q2 17,982,313 $494,221,941 -$26,971,670 $27.47 192
2025 Q1 18,888,375 $632,290,416 +$36,608,777 $33.47 203
2024 Q4 17,798,846 $670,829,188 -$12,071,796 $37.69 203
2024 Q3 17,884,707 $859,904,095 -$368,630 $48.08 201
2024 Q2 17,887,505 $786,628,789 +$1,629,476 $44.13 185
2024 Q1 17,792,972 $942,425,727 -$10,147,535 $52.95 186
2023 Q4 18,022,677 $1,073,870,877 +$2,632,030 $59.59 191
2023 Q3 17,953,215 $1,042,289,354 +$11,780,419 $58.10 181
2023 Q2 17,705,991 $1,205,278,469 +$100,356,812 $68.07 194
2023 Q1 16,233,794 $1,058,316,344 -$18,609,108 $65.19 197
2022 Q4 16,725,012 $1,099,748,960 -$9,072,931 $65.76 213
2022 Q3 16,900,997 $1,141,744,597 +$63,113,989 $67.56 202
2022 Q2 15,868,239 $1,073,788,589 +$33,867,726 $67.64 205
2022 Q1 15,549,844 $975,817,389 -$168,545,289 $62.74 196
2021 Q4 18,229,420 $1,235,751,327 -$138,128,027 $67.79 199
2021 Q3 20,425,611 $1,280,261,925 -$13,213,309 $62.67 186
2021 Q2 20,629,032 $1,454,411,954 -$15,480,157 $70.50 190
2021 Q1 20,856,754 $1,328,194,664 -$25,358,738 $63.67 183
2020 Q4 21,253,534 $1,561,494,174 +$49,856,838 $73.47 196
2020 Q3 20,574,247 $1,413,127,315 +$18,236,911 $68.68 184
2020 Q2 20,305,149 $1,169,106,859 -$5,978,413 $57.57 173
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