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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
Roberts Glore & Co Inc378$386.0K0.12%−16−4.1%Reduced
Versor Investments LP376$384.0K0.01%+126+50.4%Added
Jump Financial, LLC375$383.0K0.04%+375New
Cigna Investments Inc369$376.0K0.03%00.0%Unchanged
McKinley Capital Management LLC /Delaware359$366.0K0.03%+16+4.7%Added
Sigma Planning Corp357$364.0K0.01%+29+8.8%Added
Brinker Capital Investments, LLC353$360.0K0.00%−7−1.9%Reduced
Flputnam Investment Management Co350$357.0K0.01%00.0%Unchanged
Menard Financial Group LLC347$354.0K0.34%+84+31.9%Added
Keybank National Association345$352.0K0.00%−79−18.6%Reduced
Captrust Financial Advisors344$351.0K0.00%+5+1.5%Added
First Republic Investment Management, Inc.343$350.0K0.00%+35+11.4%Added
GPS Wealth Strategies Group, LLC335$342.0K0.09%+41+13.9%Added
Sage Private Wealth Group, LLC330$337.0K0.46%00.0%Unchanged
Spire Wealth Management326$333.0K0.01%+200+158.7%Added
Kestra Advisory Services, LLC323$330.0K0.00%−30−8.5%Reduced
World Asset Management Inc322$329.0K0.03%−6−1.8%Reduced
AE Wealth Management LLC321$328.0K0.00%+66+25.9%Added
Tudor Investment Corp Et Al320$327.0K0.01%−446−58.2%Reduced
Shell Asset Management Co316$323.0K0.01%−682−68.3%Reduced
Johnson Investment Counsel Inc316$323.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC315$322.0K0.00%+315New
Kingsview Wealth Management, LLC329$318.0K0.02%+329New
HighTower Advisors, LLC311$317.0K0.00%−29−8.5%Reduced
Silvant Capital Management LLC309$315.0K0.05%−151−32.8%Reduced
Alps Advisors Inc307$313.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP300$306.0K0.00%−8,400−96.6%Reduced
Prime Capital Investment Advisors, LLC300$306.0K0.02%+300New
Banque Cantonale Vaudoise300$306.0K0.01%+300New
Granite Investment Advisors, LLC297$303.0K0.05%00.0%Unchanged
First Citizens Bank & Trust Co290$296.0K0.01%+36+14.2%Added
Wetherby Asset Management Inc289$295.0K0.02%+7+2.5%Added
Bruderman Asset Management, LLC285$291.0K0.09%+29+11.3%Added
Huntington National Bank283$289.0K0.00%00.0%Unchanged
Caxton Associates LP279$285.0K0.04%+279New
Paradigm Financial Advisors, LLC275$281.0K0.06%00.0%Unchanged
Boothbay Fund Management, LLC275$281.0K0.01%+275New
Truist Financial Corp273$278.0K0.00%−7−2.5%Reduced
Janney Montgomery Scott LLC271$277.0K0.00%+20+8.0%Added
Federation des caisses Desjardins du Quebec267$272.2K0.00%+208+352.5%Added
NEXT Financial Group, Inc266$272.0K0.02%+8+3.1%Added
IBM Retirement Fund265$271.0K0.02%−42−13.7%Reduced
MinichMacGregor Wealth Management, LLC255$260.0K0.09%00.0%Unchanged
Sequoia Financial Advisors, LLC251$256.0K0.01%−19−7.0%Reduced
Patriot Investment Management Inc.251$256.0K0.02%00.0%Unchanged
Robeco Institutional Asset Management B.V.249$254.0K0.00%−631−71.7%Reduced
MML Investors Services, LLC248$253.0K0.00%−44−15.1%Reduced
Stonnington Group, LLC260$251.0K0.06%00.0%Unchanged
Marcum Wealth, LLC243$248.0K0.04%00.0%Unchanged
Pacific Global Investment Management CO241$246.0K0.05%−36−13.0%Reduced
Baird Financial Group, Inc.234$239.0K0.00%00.0%Unchanged
Western Wealth Management, LLC230$233.0K0.02%+230New
Storebrand Asset Management AS228$232.7K0.00%+228New
International Assets Investment Management, LLC225$230.0K0.04%+219+3,650.0%Added
Redpoint Investment Management Pty Ltd218$223.0K0.02%+218New
Parallel Advisors, LLC217$222.0K0.01%−11−4.8%Reduced
Arvest Bank Trust Division216$220.0K0.01%+216New
Iridian Asset Management LLC212$216.0K0.00%+212New
XTX Topco Ltd211$215.0K0.07%−140−39.9%Reduced
Umb Bank N A210$214.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd210$214.0K0.05%+210New
Hunting Hill Global Capital, LLC209$213.0K0.07%+209New
Sandy Spring Bank203$208.0K0.01%00.0%Unchanged
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
PDT Partners, LLC201$205.0K0.01%+201New
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
Exencial Wealth Advisors, LLC199$203.0K0.01%+199New
First Command Bank171$174.0K0.02%00.0%Unchanged
First Command Financial Services, Inc.171$174.0K0.02%00.0%Unchanged
American Portfolios Advisors157$160.3K0.01%+7+4.7%Added
FORA Capital, LLC155$158.0K0.03%−502−76.4%Reduced
Endurance Wealth Management, Inc.150$153.0K0.02%00.0%Unchanged
Geneos Wealth Management Inc.151$144.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP138$141.0K0.06%+138New
Gulf International Bank (UK) Ltd105$107.0K0.00%+105New
Salem Investment Counselors Inc100$102.0K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC98$100.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC90$92.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC88$90.0K0.00%+40+83.3%Added
Eagle Bay Advisors LLC88$90.0K0.07%+88New
Signaturefd, LLC84$86.0K0.00%−8−8.7%Reduced
Quadrant Capital Group LLC72$73.0K0.01%+40+125.0%Added
HM Payson & Co70$71.0K0.00%−30−30.0%Reduced
C M Bidwell & Associates Ltd69$70.0K0.05%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)67$68.0K0.00%+67New
Canada Pension Plan Investment Board66$67.0K0.00%−128−66.0%Reduced
Focused Wealth Management, Inc66$67.0K0.01%+66New
Harbour Investments, Inc.63$65.0K0.00%+20+46.5%Added
Cullen/Frost Bankers, Inc.60$61.0K0.00%00.0%Unchanged
Sageworth Trust Co60$61.0K0.00%+60New
Old North State Trust, LLC55$56.0K0.04%00.0%Unchanged
Leonteq Securities AG50$51.0K0.00%+50New
JJJ Advisors Inc.50$51.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.50$51.0K0.01%+50New