Inst. Holders
50 funds
BF
BF5A
BROWN FORMAN CORP
—
20 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on BF5A right now — valuation, ownership and activity at a glance.
Inst. Value
$446.6M
Inst. Activity
20 buys / 3 sells
SEC Reports
1
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
646,521 shares ($17.7M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Quantinno Capital Management LP — ADD
276,955 shares ($7.6M)
Three major passive index funds (BlackRock, State Street, Fidelity) increased their positions in Brown-Forman during 202
INST-CLUSTER — Impact 3/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Institutional ownership
Which big funds own BF5A (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $446.6M total value (16,316,257 shares) as of 2026-Q2. Top holders: Lindsell, VANGUARD, BlackRock,. Net buying activity: 20 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Lindsell Train Ltd | 2,134,789 | $58.4M | 13.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,987,801 | $54.4M | 12.2% | — |
| BlackRock, Inc. | 1,624,856 | $44.5M | 10.0% | ADD +38.1% |
| GARDNER RUSSO & QUINN LLC | 1,597,815 | $43.7M | 9.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,355,696 | $37.1M | 8.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 907,216 | $24.8M | 5.6% | — |
| GABELLI FUNDS LLC | 901,100 | $24.7M | 5.5% | — |
| MARKEL GROUP INC. | 843,000 | $23.1M | 5.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 646,521 | $17.7M | 4.0% | ADD +30.6% |
| Bank of New York Mellon Corp | 607,448 | $16.6M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | 495,062 | 646,521 | +30.6% | $17.7M |
| Quantinno Capital Management LP | ADD | 173,732 | 276,955 | +59.4% | $7.6M |
| STATE STREET CORP | ADD | 141,233 | 206,800 | +46.4% | $5.7M |
| GOLDMAN SACHS GROUP INC | ADD | 77,585 | 102,784 | +32.5% | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 40,902 | 92,861 | +127.0% | $2.5M |
| UBS Group AG | ADD | 51,398 | 71,553 | +39.2% | $2.0M |
| HighTower Advisors, LLC | DOUBLED | 16,412 | 55,245 | +236.6% | $1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 17,179 | 25,366 | +47.7% | $694.0K |
| Lido Advisors, LLC | ADD | 11,628 | 22,427 | +92.9% | $618.8K |
| Schonfeld Strategic Advisors LLC | ADD | 16,586 | 21,595 | +30.2% | $590.8K |
All BF5A filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026