Comparable stake leader
Wolf Pen Branch, LP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000014693.
Comparable stake leader
Wolf Pen Branch, LP
Disclosed value leader
Wolf Pen Branch, LP
Comparable rows
50/50
Latest evidence
03 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Wolf Pen Branch, LP |
13D/G
|
60%
|
$2,745,271,990
101,601,480 shares
|
$0 | 03 Jun 2026 |
| FMR LLC |
13D/G
13F
Company
|
4.4%
|
$376,861,923
12,779,312 shares
|
-$379,646,268 | 31 Mar 2026 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
4.3%
|
$326,759,000
12,358,531 shares
|
— | 31 Mar 2026 |
| ProShare Advisors LLC |
13F
Company
|
2.1%
|
$158,255,114
5,985,443 shares
|
— | 31 Mar 2026 |
| Black Creek Investment Management Inc. |
13F
Company
|
1.8%
|
$139,024,323
5,258,106 shares
|
— | 31 Mar 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
1.2%
|
$92,349,077
3,492,779 shares
|
— | 31 Mar 2026 |
| Ruffer LLP |
13F
Company
|
0.94%
|
$72,435,476
2,731,876 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.89%
|
$68,203,091
2,579,542 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$2,198,888.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 25,915 | $0 | $803,624 | -$803,624 |
| 6-9 | 0 | 21,365 | $0 | $662,392 | -$662,392 |
| 9-12 | 0 | 23,641 | $0 | $732,871 | -$732,871 |
Reporting owners
Showing 1-20 of 37 reporting-owner rows connected to BROWN FORMAN CORP. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| William Austin Mussleman Jr. | Director | $290,558,680 | Mixed | 15 Jul 2025 | ||
| George Garvin Brown IV | Director | $114,930,206 | Mixed | 16 Dec 2020 | ||
| Stuart R. Brown | Director | $90,279,788 | Mixed | 02 Jul 2024 | ||
| Campbell P. Brown | Director | $75,580,377 | Mixed | 24 Jul 2025 | ||
| Augusta Brown Holland | Director | $48,169,617 | Mixed | 11 Jul 2023 | ||
| Matthew E. Hamel | Former EVP and General Counsel | $11,805,992 | Mixed | 30 Apr 2024 | ||
| Lawson E. Whiting | President & CEO, Director | $5,863,861 | -$2,198,888 | -27% | Mixed | 27 May 2026 |
| Jane Cecil Morreau | EVP, Chief Financial Officer | $2,678,286 | Mixed | 01 Jun 2021 | ||
| Michael J. Roney | Director | $1,685,348 | Mixed | 24 Jul 2025 | ||
| Leanne D. Cunningham | EVP, Chief Financial Officer | $1,595,804 | Mixed | 24 Jul 2025 | ||
| John D. Cook | Director | $1,353,142 | Mixed | 28 Jul 2022 | ||
| Marshall B. Farrer | Director | $1,309,190 | Mixed | 27 May 2026 | ||
| Michael Todman | Director | $1,253,806 | Mixed | 24 Jul 2025 | ||
| Kirsten M. Hawley | EVP, Chief Ppl/Places/Comm | $1,103,623 | Mixed | 25 Jul 2024 | ||
| Tracy L. Skeans | Director | $1,066,969 | Mixed | 24 Jul 2025 | ||
| Jeremy J. Shepherd | EVP, Chief Marketing | $548,146 | Mixed | 27 May 2026 | ||
| Thomas Hinrichs | EVP/Pres., Emerging Intl | $543,069 | Mixed | 03 Jun 2024 | ||
| Matias Bentel | EVP, Chief Brands Officer | $540,949 | Mixed | 25 Jul 2024 | ||
| Timothy M. Nall | EVP, Chief Supp/Tech | $535,394 | Mixed | 27 May 2026 | ||
| Elizabeth A. Smith | Director | $433,166 | Mixed | 24 Jul 2025 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael A. Masick | BF-A | Class B Common | Tax liability | -17.9% | -276 | 1,264 | 27 May 2026 | Direct | ||
| Michael A. Masick | BF-A | Class B Common | Award | 65.8% | 611 | 1,540 | 27 May 2026 | Direct | ||
| Michael E. Carr Jr. | BF-A | Class B Common | Tax liability | -28.5% | -245 | 615 | 27 May 2026 | Direct | ||
| Michael E. Carr Jr. | BF-A | Class B Common | Award | 245.4% | 611 | 860 | 27 May 2026 | Direct | ||
| Christina M. Graven | BF-A | Class B Common | Tax liability | -24.6% | -607 | 1,862 | 27 May 2026 | Direct | ||
| Christina M. Graven | BF-A | Class B Common | Award | 119.9% | 1,346 | 2,469 | 27 May 2026 | Direct | ||
| Diane F. Nguyen | BF-A | Class B Common | Tax liability | -36.5% | -597 | 1,039 | 27 May 2026 | Direct | ||
| Diane F. Nguyen | BF-A | Class B Common | Award | 464.1% | 1,346 | 1,636 | 27 May 2026 | Direct | ||
| Marshall B. Farrer | BF-A | Class A Common | Tax liability | -32.2% | -2,176 | 4,577 | 27 May 2026 | Direct | ||
| Marshall B. Farrer | BF-A | Class A Common | Award | 202.2% | 4,518 | 6,753 | 27 May 2026 | Direct | ||
| Yiannis Pafilis | BF-A | Class B Common | Tax liability | -25.8% | -177 | 508 | 27 May 2026 | Direct | ||
| Yiannis Pafilis | BF-A | Class B Common | Award | 287% | 508 | 685 | 27 May 2026 | Direct | ||
| Yiannis Pafilis | BF-A | Class A Common | Tax liability | -34.9% | -95 | 177 | 27 May 2026 | Direct | ||
| Yiannis Pafilis | BF-A | Class A Common | Award | 272 | 272 | 27 May 2026 | Direct | |||
| Crystal L. Peterson | BF-A | Class A Common | Tax liability | -35.9% | -616 | 1,101 | 27 May 2026 | Direct | ||
| Crystal L. Peterson | BF-A | Class A Common | Award | 390.6% | 1,367 | 1,717 | 27 May 2026 | Direct | ||
| Jeremy J. Shepherd | BF-A | Class A Common | Tax liability | -38% | -1,357 | 2,210 | 27 May 2026 | Direct | ||
| Jeremy J. Shepherd | BF-A | Class A Common | Award | 540.4% | 3,010 | 3,567 | 27 May 2026 | Direct | ||
| Lawson E. Whiting | BF-A | Class A Common | Tax liability | -38% | -16,494 | 26,913 | 27 May 2026 | Direct | ||
| Lawson E. Whiting | BF-A | Class A Common | Award | 518.5% | 36,389 | 43,407 | 27 May 2026 | Direct | ||
| Timothy M. Nall | BF-A | Class A Common | Tax liability | -25.9% | -1,065 | 3,050 | 27 May 2026 | Direct | ||
| Timothy M. Nall | BF-A | Class A Common | Award | 272.4% | 3,010 | 4,115 | 27 May 2026 | Direct | ||
| Angela S. Enyard | BF-A | Class B Common | Tax liability | -20.3% | -307 | 1,204 | 30 Apr 2026 | Direct | ||
| Angela S. Enyard | BF-A | Class B Common | Options Exercise | 141% | 884 | 1,511 | 30 Apr 2026 | Direct | ||
| Angela S. Enyard | BF-A | Restricted Stock Units | Options Exercise | -100% | -884 | 0 | 30 Apr 2026 | Direct | ||
| James W. Peters | BF-A | Stock Appreciation Right | Award | 8,992 | 8,992 | 23 Apr 2026 | Direct | |||
| Lawson E. Whiting | BF-A | Class A Common | Sale | -78.7% | $803,624 | $31.01 | -25,915 | 7,018 | 12 Feb 2026 | Direct |
| Lawson E. Whiting | BF-A | Class A Common | Sale | -21.2% | $273,854 | $31.00 | -8,834 | 32,933 | 12 Dec 2025 | Direct |
| Lawson E. Whiting | BF-A | Class B Common | Sale | -100% | $148,335 | $31.00 | -4,785 | 2 | 04 Dec 2025 | Direct |
| Lawson E. Whiting | BF-A | Class A Common | Sale | -15.6% | $240,203 | $31.01 | -7,746 | 41,767 | 04 Dec 2025 | Direct |
| Marshall B. Farrer | BF-A | Class B Common | Gift | 1,360 | 1,360 | 08 Oct 2025 | Child-2 Trust | |||
| Marshall B. Farrer | BF-A | Class B Common | Gift | 1,360 | 1,360 | 08 Oct 2025 | Child-1 Trust | |||
| Marshall B. Farrer | BF-A | Class B Common | Gift | -12.5% | -2,720 | 19,017 | 08 Oct 2025 | Direct | ||
| Marshall B. Farrer | BF-A | Stock Appreciation Right | Award | 5,586 | 5,586 | 24 Jul 2025 | Direct | |||
| Lawson E. Whiting | BF-A | Stock Appreciation Right | Award | 288,238 | 288,238 | 24 Jul 2025 | Direct | |||
| Michael E. Carr Jr. | BF-A | Stock Appreciation Right | Award | 31,463 | 31,463 | 24 Jul 2025 | Direct | |||
| Leanne D. Cunningham | BF-A | Stock Appreciation Right | Award | 75,105 | 75,105 | 24 Jul 2025 | Direct | |||
| Christina M. Graven | BF-A | Stock Appreciation Right | Award | 22,532 | 22,532 | 24 Jul 2025 | Direct | |||
| Michael A. Masick | BF-A | Stock Appreciation Right | Award | 28,418 | 28,418 | 24 Jul 2025 | Direct | |||
| Timothy M. Nall | BF-A | Stock Appreciation Right | Award | 28,418 | 28,418 | 24 Jul 2025 | Direct | |||
| Diane F. Nguyen | BF-A | Stock Appreciation Right | Award | 28,418 | 28,418 | 24 Jul 2025 | Direct | |||
| Yiannis Pafilis | BF-A | Stock Appreciation Right | Award | 31,317 | 31,317 | 24 Jul 2025 | Direct | |||
| Crystal L. Peterson | BF-A | Stock Appreciation Right | Award | 10,150 | 10,150 | 24 Jul 2025 | Direct | |||
| Jeremy J. Shepherd | BF-A | Stock Appreciation Right | Award | 28,418 | 28,418 | 24 Jul 2025 | Direct | |||
| Angela S. Enyard | BF-A | Stock Appreciation Right | Award | 7,564 | 7,564 | 24 Jul 2025 | Direct | |||
| Michael A. Todman | BF-A | Deferred Stock Units | Award | 16.8% | 5,015 | 34,864 | 24 Jul 2025 | Direct | ||
| Elizabeth A. Smith | BF-A | Deferred Stock Units | Award | 73.7% | 7,603 | 17,915 | 24 Jul 2025 | Direct | ||
| Campbell P. Brown | BF-A | Deferred Stock Units | Award | 18.7% | 5,015 | 31,837 | 24 Jul 2025 | Direct | ||
| Elizabeth M. Brown | BF-A | Deferred Stock Units | Award | 145% | 7,603 | 12,845 | 24 Jul 2025 | Direct | ||
| Mark A. Clouse | BF-A | Deferred Stock Units | Award | 80% | 7,603 | 17,109 | 24 Jul 2025 | Direct |