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Livermore
Livermore
ZHEN

Boston Beer Co Inc

SAM
Exchange
NYSE
Industry
Malt Beverages
SEC CIK
0000949870

No open-market purchases or sales by Boston Beer Co Inc insiders were filed in the last 90 days; 330 institutions reported holding it in 13F filings for Q2 2026, worth $1.53B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Boston Beer Co Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
454
+41 vs. Q1 2021
Shares held
9.02M
+231.8K (+2.6%) vs. Q1 2021
Total value
$9.09B
−$1.50B (−14.2%) vs. Q1 2021
New holders
98
139 more added
Sold out
57
125 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 454 institutions
Q1 2021: 413 institutionsQ2 2021: 454 institutionsQ3 2021: 376 institutionsQ4 2021: 382 institutionsQ1 2022: 325 institutionsQ2 2022: 316 institutionsQ3 2022: 299 institutionsQ4 2022: 318 institutionsQ1 2023: 304 institutionsQ2 2023: 297 institutionsQ3 2023: 324 institutionsQ4 2023: 342 institutionsQ1 2024: 326 institutionsQ2 2024: 325 institutionsQ3 2024: 332 institutionsQ4 2024: 347 institutionsQ1 2025: 328 institutionsQ2 2025: 348 institutionsQ3 2025: 357 institutionsQ4 2025: 348 institutionsQ1 2026: 370 institutionsQ2 2026: 330 institutions
Value heldQ2 2021: $9.09B
Q1 2021: $10.6BQ2 2021: $9.09BQ3 2021: $4.13BQ4 2021: $3.86BQ1 2022: $2.99BQ2 2022: $2.59BQ3 2022: $2.75BQ4 2022: $2.69BQ1 2023: $2.66BQ2 2023: $2.43BQ3 2023: $3.04BQ4 2023: $2.57BQ1 2024: $2.22BQ2 2024: $2.17BQ3 2024: $2.04BQ4 2024: $2.23BQ1 2025: $1.75BQ2 2025: $1.48BQ3 2025: $1.67BQ4 2025: $1.47BQ1 2026: $1.80BQ2 2026: $1.53B
Institutions holding SAM and their total value by quarter
QuarterHoldersValue
Q2 2026330$1.53B
Q1 2026370$1.80B
Q4 2025348$1.47B
Q3 2025357$1.67B
Q2 2025348$1.48B
Q1 2025328$1.75B
Q4 2024347$2.23B
Q3 2024332$2.04B
Q2 2024325$2.17B
Q1 2024326$2.22B
Q4 2023342$2.57B
Q3 2023324$3.04B
Q2 2023297$2.43B
Q1 2023304$2.66B
Q4 2022318$2.69B
Q3 2022299$2.75B
Q2 2022316$2.59B
Q1 2022325$2.99B
Q4 2021382$3.86B
Q3 2021376$4.13B
Q2 2021454$9.09B
Q1 2021413$10.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2021.

Institutions holding SAM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC104,122$1020.00%+104,020+101,980.4%Added
Enterprise Financial Services Corp1$1.00K0.00%00.0%Unchanged
Washington Trust Co1$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc1$1.00K0.00%00.0%Unchanged
Standard Family Office LLC1$1.00K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc1$1.00K0.00%+1New
Raffa Wealth Management, LLC1$1.02K0.00%−2−66.7%Reduced
Parkside Financial Bank & Trust2$2.00K0.00%−1−33.3%Reduced
Gradient Investments LLC2$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC3$3.00K0.00%00.0%Unchanged
Concord Wealth Partners3$3.00K0.00%00.0%Unchanged
Better Money Decisions, LLC3$3.00K0.00%00.0%Unchanged
Smithfield Trust Co4$4.00K0.00%−155−97.5%Reduced
Lindbrook Capital, LLC4$4.00K0.00%−8−66.7%Reduced
Financial Avengers, Inc.4$4.00K0.00%00.0%Unchanged
Earnest Partners LLC5$5.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.6$6.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC10$7.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC7$7.00K0.00%00.0%Unchanged
Savior LLC7$7.00K0.01%00.0%Unchanged
TD Private Client Wealth LLC7$7.15K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.8$8.00K0.00%−10−55.6%Reduced
Sugarloaf Wealth Management, LLC8$8.00K0.00%+8New
Prestige Wealth Management Group LLC8$8.00K0.00%+8New
CWM, LLC10$10.0K0.00%00.0%Unchanged
Lake Point Wealth Management10$10.0K0.00%+10New
Berman Capital Advisors, LLC13$13.0K0.00%+1+8.3%Added
Harvest Fund Management Co., Ltd15$14.0K0.00%00.0%Unchanged
Activest Wealth Management15$15.0K0.01%+6+66.7%Added
Coastal Capital Group, Inc.18$18.0K0.00%00.0%Unchanged
Fortis Advisors, LLC19$19.0K0.01%+19New
Meeder Asset Management Inc20$20.0K0.00%00.0%Unchanged
Northern Oak Wealth Management Inc20$20.0K0.00%+20New
Carmichael Hill & Associates, Inc.20$20.0K0.01%+20New
Healthcare of Ontario Pension Plan Trust Fund21$21.0K0.00%00.0%Unchanged
Accel Wealth Management24$24.0K0.02%00.0%Unchanged
Simon Quick Advisors, LLC25$25.0K0.01%00.0%Unchanged
NVWM, LLC25$26.0K0.01%00.0%Unchanged
Asset Dedication, LLC25$26.0K0.00%+25New
BBVA USA27$28.0K0.00%+27New
Exos Asset Management LLC27$28.0K0.01%+27New
Semmax Financial Advisors Inc.28$29.0K0.01%00.0%Unchanged
Proequities, Inc.29$30.0K0.00%−21−42.0%Reduced
First Manhattan Co33$33.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC32$33.0K0.00%+22+220.0%Added
Bartlett & Co. Wealth Management LLC33$33.7K0.00%00.0%Unchanged
Bartlett & Co. LLC33$34.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.33$34.0K0.01%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)35$36.0K0.02%00.0%Unchanged
Valley National Advisers Inc38$39.0K0.01%+4+11.8%Added
TSFG, LLC38$39.0K0.02%+38New
Carroll Financial Associates, Inc.41$41.0K0.00%−12−22.6%Reduced
JJJ Advisors Inc.50$51.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.50$51.0K0.01%+50New
West Branch Capital LLC50$51.0K0.03%+50New
Leonteq Securities AG50$51.0K0.00%+50New
Old North State Trust, LLC55$56.0K0.04%00.0%Unchanged
Cullen/Frost Bankers, Inc.60$61.0K0.00%00.0%Unchanged
Sageworth Trust Co60$61.0K0.00%+60New
Harbour Investments, Inc.63$65.0K0.00%+20+46.5%Added
Canada Pension Plan Investment Board66$67.0K0.00%−128−66.0%Reduced
Focused Wealth Management, Inc66$67.0K0.01%+66New
Skandinaviska Enskilda Banken AB (publ)67$68.0K0.00%+67New
C M Bidwell & Associates Ltd69$70.0K0.05%00.0%Unchanged
HM Payson & Co70$71.0K0.00%−30−30.0%Reduced
Quadrant Capital Group LLC72$73.0K0.01%+40+125.0%Added
Signaturefd, LLC84$86.0K0.00%−8−8.7%Reduced
Steward Partners Investment Advisory, LLC88$90.0K0.00%+40+83.3%Added
Eagle Bay Advisors LLC88$90.0K0.07%+88New
Harbor Investment Advisory, LLC90$92.0K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC98$100.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$102.0K0.01%00.0%Unchanged
Gulf International Bank (UK) Ltd105$107.0K0.00%+105New
Dark Forest Capital Management LP138$141.0K0.06%+138New
Geneos Wealth Management Inc.151$144.0K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.150$153.0K0.02%00.0%Unchanged
FORA Capital, LLC155$158.0K0.03%−502−76.4%Reduced
American Portfolios Advisors157$160.3K0.01%+7+4.7%Added
First Command Bank171$174.0K0.02%00.0%Unchanged
First Command Financial Services, Inc.171$174.0K0.02%00.0%Unchanged
Exencial Wealth Advisors, LLC199$203.0K0.01%+199New
Budros, Ruhlin & Roe, Inc.200$204.0K0.02%−45−18.4%Reduced
Investors Financial Group, LLC200$204.0K0.11%00.0%Unchanged
Roman Butler Fullerton & Co200$204.0K0.10%+200New
Livforsakringsbolaget Skandia, Omsesidigt200$204.0K0.01%+200New
Centiva Capital, LP200$204.0K0.02%+200New
PDT Partners, LLC201$205.0K0.01%+201New
Crossmark Global Holdings, Inc.202$206.0K0.00%−40−16.5%Reduced
Interchange Capital Partners, LLC202$206.0K0.32%00.0%Unchanged
Standard Life Aberdeen plc202$206.0K0.00%+202New
Sandy Spring Bank203$208.0K0.01%00.0%Unchanged
Hunting Hill Global Capital, LLC209$213.0K0.07%+209New
Umb Bank N A210$214.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd210$214.0K0.05%+210New
XTX Topco Ltd211$215.0K0.07%−140−39.9%Reduced
Iridian Asset Management LLC212$216.0K0.00%+212New
Arvest Bank Trust Division216$220.0K0.01%+216New
Parallel Advisors, LLC217$222.0K0.01%−11−4.8%Reduced
Redpoint Investment Management Pty Ltd218$223.0K0.02%+218New