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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 330 | $1.53B |
| Q1 2026 | 370 | $1.80B |
| Q4 2025 | 348 | $1.47B |
| Q3 2025 | 357 | $1.67B |
| Q2 2025 | 348 | $1.48B |
| Q1 2025 | 328 | $1.75B |
| Q4 2024 | 347 | $2.23B |
| Q3 2024 | 332 | $2.04B |
| Q2 2024 | 325 | $2.17B |
| Q1 2024 | 326 | $2.22B |
| Q4 2023 | 342 | $2.57B |
| Q3 2023 | 324 | $3.04B |
| Q2 2023 | 297 | $2.43B |
| Q1 2023 | 304 | $2.66B |
| Q4 2022 | 318 | $2.69B |
| Q3 2022 | 299 | $2.75B |
| Q2 2022 | 316 | $2.59B |
| Q1 2022 | 325 | $2.99B |
| Q4 2021 | 382 | $3.86B |
| Q3 2021 | 376 | $4.13B |
| Q2 2021 | 454 | $9.09B |
| Q1 2021 | 413 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 225 | $230.0K | 0.04% | +219+3,650.0% | Added |
| Storebrand Asset Management AS | 228 | $232.7K | 0.00% | +228 | New |
| Western Wealth Management, LLC | 230 | $233.0K | 0.02% | +230 | New |
| Baird Financial Group, Inc. | 234 | $239.0K | 0.00% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 241 | $246.0K | 0.05% | −36−13.0% | Reduced |
| Marcum Wealth, LLC | 243 | $248.0K | 0.04% | 00.0% | Unchanged |
| Stonnington Group, LLC | 260 | $251.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 248 | $253.0K | 0.00% | −44−15.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 249 | $254.0K | 0.00% | −631−71.7% | Reduced |
| Sequoia Financial Advisors, LLC | 251 | $256.0K | 0.01% | −19−7.0% | Reduced |
| Patriot Investment Management Inc. | 251 | $256.0K | 0.02% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 255 | $260.0K | 0.09% | 00.0% | Unchanged |
| IBM Retirement Fund | 265 | $271.0K | 0.02% | −42−13.7% | Reduced |
| NEXT Financial Group, Inc | 266 | $272.0K | 0.02% | +8+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 267 | $272.2K | 0.00% | +208+352.5% | Added |
| Janney Montgomery Scott LLC | 271 | $277.0K | 0.00% | +20+8.0% | Added |
| Truist Financial Corp | 273 | $278.0K | 0.00% | −7−2.5% | Reduced |
| Paradigm Financial Advisors, LLC | 275 | $281.0K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 275 | $281.0K | 0.01% | +275 | New |
| Caxton Associates LP | 279 | $285.0K | 0.04% | +279 | New |
| Huntington National Bank | 283 | $289.0K | 0.00% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 285 | $291.0K | 0.09% | +29+11.3% | Added |
| Wetherby Asset Management Inc | 289 | $295.0K | 0.02% | +7+2.5% | Added |
| First Citizens Bank & Trust Co | 290 | $296.0K | 0.01% | +36+14.2% | Added |
| Granite Investment Advisors, LLC | 297 | $303.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 300 | $306.0K | 0.00% | −8,400−96.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 300 | $306.0K | 0.02% | +300 | New |
| Banque Cantonale Vaudoise | 300 | $306.0K | 0.01% | +300 | New |
| Alps Advisors Inc | 307 | $313.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 309 | $315.0K | 0.05% | −151−32.8% | Reduced |
| HighTower Advisors, LLC | 311 | $317.0K | 0.00% | −29−8.5% | Reduced |
| Kingsview Wealth Management, LLC | 329 | $318.0K | 0.02% | +329 | New |
| Balyasny Asset Management LLC | 315 | $322.0K | 0.00% | +315 | New |
| Shell Asset Management Co | 316 | $323.0K | 0.01% | −682−68.3% | Reduced |
| Johnson Investment Counsel Inc | 316 | $323.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 320 | $327.0K | 0.01% | −446−58.2% | Reduced |
| AE Wealth Management LLC | 321 | $328.0K | 0.00% | +66+25.9% | Added |
| World Asset Management Inc | 322 | $329.0K | 0.03% | −6−1.8% | Reduced |
| Kestra Advisory Services, LLC | 323 | $330.0K | 0.00% | −30−8.5% | Reduced |
| Spire Wealth Management | 326 | $333.0K | 0.01% | +200+158.7% | Added |
| Sage Private Wealth Group, LLC | 330 | $337.0K | 0.46% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $342.0K | 0.09% | +41+13.9% | Added |
| First Republic Investment Management, Inc. | 343 | $350.0K | 0.00% | +35+11.4% | Added |
| Captrust Financial Advisors | 344 | $351.0K | 0.00% | +5+1.5% | Added |
| Keybank National Association | 345 | $352.0K | 0.00% | −79−18.6% | Reduced |
| Menard Financial Group LLC | 347 | $354.0K | 0.34% | +84+31.9% | Added |
| Flputnam Investment Management Co | 350 | $357.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 353 | $360.0K | 0.00% | −7−1.9% | Reduced |
| Sigma Planning Corp | 357 | $364.0K | 0.01% | +29+8.8% | Added |
| McKinley Capital Management LLC /Delaware | 359 | $366.0K | 0.03% | +16+4.7% | Added |
| Cigna Investments Inc | 369 | $376.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 375 | $383.0K | 0.04% | +375 | New |
| Versor Investments LP | 376 | $384.0K | 0.01% | +126+50.4% | Added |
| Roberts Glore & Co Inc | 378 | $386.0K | 0.12% | −16−4.1% | Reduced |
| Wolverine Asset Management LLC | 380 | $387.0K | 0.00% | +308+427.8% | Added |
| Cetera Advisors LLC | 382 | $390.0K | 0.01% | +58+17.9% | Added |
| XR Securities LLC | 392 | $400.0K | 0.33% | −25−6.0% | Reduced |
| Hollencrest Capital Management | 393 | $401.0K | 0.04% | +393 | New |
| Grimes & Company, Inc. | 399 | $407.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $408.0K | 0.01% | 00.0% | Unchanged |
| LGL Partners, LLC | 400 | $408.0K | 0.24% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 400 | $408.0K | 0.31% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 404 | $412.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 406 | $414.0K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 406 | $414.0K | 0.09% | +406 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 419 | $428.0K | 0.00% | −65−13.4% | Reduced |
| Neville Rodie & Shaw Inc | 425 | $434.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 425 | $434.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 426 | $435.0K | 0.16% | −749−63.7% | Reduced |
| Daiwa Securities Group Inc. | 436 | $445.0K | 0.00% | +436 | New |
| Strategic Wealth Partners, Ltd. | 443 | $452.0K | 0.15% | +443 | New |
| Rockefeller Capital Management L.P. | 444 | $453.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 448 | $457.0K | 0.00% | −241−35.0% | Reduced |
| Echo Street Capital Management LLC | 451 | $460.0K | 0.00% | +451 | New |
| CIBC Asset Management Inc | 452 | $461.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 460 | $470.0K | 0.01% | +460 | New |
| Strategy Asset Managers LLC | 467 | $477.0K | 0.10% | −4−0.8% | Reduced |
| Martingale Asset Management L P | 470 | $481.0K | 0.01% | −40−7.8% | Reduced |
| Acadian Asset Management LLC | 474 | $483.0K | 0.00% | +203+74.9% | Added |
| Lazard Asset Management LLC | 483 | $492.0K | 0.00% | +453+1,510.0% | Added |
| US Bancorp | 494 | $504.0K | 0.00% | +23+4.9% | Added |
| Gotham Asset Management, LLC | 498 | $508.0K | 0.02% | +498 | New |
| Patton Albertson Miller Group, LLC | 500 | $510.0K | 0.12% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $510.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 501 | $511.0K | 0.01% | +159+46.5% | Added |
| Allianz Asset Management GmbH | 507 | $518.0K | 0.00% | −1,107−68.6% | Reduced |
| Los Angeles Capital Management LLC | 510 | $521.0K | 0.00% | −2,528−83.2% | Reduced |
| Shelton Capital Management | 514 | $525.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 518 | $529.0K | 0.08% | −75−12.6% | Reduced |
| Exchange Traded Concepts, LLC | 528 | $539.0K | 0.02% | +92+21.1% | Added |
| IFP Advisors, Inc | 537 | $547.0K | 0.01% | −23−4.1% | Reduced |
| Candriam Luxembourg S.C.A. | 540 | $551.0K | 0.00% | +540 | New |
| First National Bank Sioux Falls | 545 | $556.0K | 0.85% | 00.0% | Unchanged |
| Nordea Investment Management AB | 545 | $556.0K | 0.00% | +545 | New |
| DuPont Capital Management Corp | 546 | $557.0K | 0.01% | −672−55.2% | Reduced |
| Algert Global LLC | 547 | $558.0K | 0.19% | +547 | New |
| Profund Advisors LLC | 564 | $576.0K | 0.02% | −12−2.1% | Reduced |
| Smith Asset Management Group LP | 565 | $577.0K | 0.03% | −5−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 590 | $602.0K | 0.01% | +590 | New |
| Commerce Bank | 604 | $617.0K | 0.00% | +2+0.3% | Added |