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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, Q3 2021

Institutional positions in Boston Beer Co Inc as of Sep 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
376
−72 vs. Q2 2021
Shares held
8.11M
−902.5K (−10.0%) vs. Q2 2021
Total value
$4.13B
−$4.95B (−54.5%) vs. Q2 2021
New holders
59
126 more added
Sold out
131
117 more reduced

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 376 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 heldQ3 2021: $4.13B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2021.

Institutions holding SAM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Holdings, LLC141$71.9K0.03%+141New
Assetmark, Inc137$70.0K0.00%+137New
Geneos Wealth Management Inc.133$67.0K0.00%−18−11.9%Reduced
American Portfolios Advisors130$66.3K0.00%−27−17.2%Reduced
Schroder Investment Management Group106$54.0K0.00%−13,843−99.2%Reduced
O'Shaughnessy Asset Management, LLC105$54.0K0.00%+7+7.1%Added
Gulf International Bank (UK) Ltd105$53.0K0.00%00.0%Unchanged
Kelly Financial Services LLC102$52.0K0.03%−104,020−99.9%Reduced
Signaturefd, LLC97$49.0K0.00%+13+15.5%Added
FinTrust Capital Advisors, LLC80$41.0K0.01%+80New
Harbor Investment Advisory, LLC70$36.0K0.00%−20−22.2%Reduced
HM Payson & Co70$36.0K0.00%00.0%Unchanged
IFP Advisors, Inc65$34.0K0.00%−472−87.9%Reduced
Skandinaviska Enskilda Banken AB (publ)67$34.0K0.00%00.0%Unchanged
Harbour Investments, Inc.64$33.0K0.00%+1+1.6%Added
TSFG, LLC63$32.0K0.01%+25+65.8%Added
Salem Investment Counselors Inc60$31.0K0.00%−40−40.0%Reduced
Cullen/Frost Bankers, Inc.60$31.0K0.00%00.0%Unchanged
Sageworth Trust Co60$31.0K0.00%00.0%Unchanged
Washington Trust Co56$29.0K0.00%+55+5,500.0%Added
Old North State Trust, LLC55$28.0K0.02%00.0%Unchanged
Leonteq Securities AG50$25.5K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.50$25.0K0.00%00.0%Unchanged
West Branch Capital LLC50$25.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co50$25.0K0.00%+50New
Mine & Arao Wealth Creation & Management, LLC.50$25.0K0.01%+50New
Carroll Financial Associates, Inc.42$21.0K0.00%+1+2.4%Added
Valley National Advisers Inc37$19.0K0.00%−1−2.6%Reduced
Bartlett & Co. LLC33$17.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.33$17.0K0.00%00.0%Unchanged
Kowal Investment Group, LLC33$17.0K0.01%+33New
Bartlett & Co. Wealth Management LLC33$16.8K0.00%00.0%Unchanged
First Manhattan Co33$16.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.30$15.0K0.01%+10+50.0%Added
Newbridge Financial Services Group, Inc.30$15.0K0.01%+28+1,400.0%Added
Semmax Financial Advisors Inc.28$14.0K0.00%00.0%Unchanged
BBVA USA27$14.0K0.00%00.0%Unchanged
JJJ Advisors Inc.25$13.0K0.00%−25−50.0%Reduced
Asset Dedication, LLC25$13.0K0.00%00.0%Unchanged
JNBA Financial Advisors25$13.0K0.00%+25New
Simon Quick Advisors, LLC25$12.0K0.00%00.0%Unchanged
Accel Wealth Management24$12.0K0.01%00.0%Unchanged
Meeder Asset Management Inc23$12.0K0.00%+3+15.0%Added
Achmea Investment Management B.V.22$12.0K0.00%+22New
Healthcare of Ontario Pension Plan Trust Fund21$11.0K0.00%00.0%Unchanged
Northern Oak Wealth Management Inc20$10.0K0.00%00.0%Unchanged
Fortis Advisors, LLC19$10.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC19$10.0K0.00%+19New
Coastal Capital Group, Inc.18$9.00K0.00%00.0%Unchanged
Activest Wealth Management15$8.00K0.01%00.0%Unchanged
Gemmer Asset Management LLC12$6.00K0.00%+5+71.4%Added
Fieldpoint Private Securities, LLC12$6.00K0.00%+2+20.0%Added
Jacobi Capital Management LLC10$5.00K0.00%−22−68.8%Reduced
Lake Point Wealth Management10$5.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.9$5.00K0.00%+1+12.5%Added
Prestige Wealth Management Group LLC9$5.00K0.00%+1+12.5%Added
Berman Capital Advisors, LLC9$4.00K0.00%−4−30.8%Reduced
Lindbrook Capital, LLC8$4.00K0.00%+4+100.0%Added
AlphaMark Advisors, LLC7$4.00K0.00%+7New
Tarbox Family Office, Inc.6$3.00K0.00%00.0%Unchanged
Earnest Partners LLC5$3.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management6$3.00K0.00%+6New
Smithfield Trust Co4$2.00K0.00%00.0%Unchanged
Financial Avengers, Inc.4$2.00K0.00%00.0%Unchanged
Concord Wealth Partners3$2.00K0.00%00.0%Unchanged
O'Dell Group, LLC3$2.00K0.00%+3New
Truvestments Capital LLC4$2.00K0.00%+4New
Bellwether Advisors, LLC5$2.00K0.00%+5New
Bell Investment Advisors, Inc4$2.00K0.00%+4New
Better Money Decisions, LLC1$1.00K0.00%−2−66.7%Reduced
Parkside Financial Bank & Trust2$1.00K0.00%00.0%Unchanged
Gradient Investments LLC2$1.00K0.00%00.0%Unchanged
Ci Investments Inc.1$1.00K0.00%+1New
Glassman Wealth Services1$1.00K0.00%+1New
Raffa Wealth Management, LLC1$5100.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$00.00%+1New
Proequities, Inc.0$00.00%−29−100.0%Sold out
Atreides Management, LP0$00.00%−172,628−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−83,090−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−70,000−100.0%Sold out
Stamina Capital Management LP0$00.00%−24,187−100.0%Sold out
AMS Capital Ltda0$00.00%−18,000−100.0%Sold out
Scout Investments, Inc.0$00.00%−17,274−100.0%Sold out
Anomaly Capital Management, LP0$00.00%−13,516−100.0%Sold out
Hitchwood Capital Management LP0$00.00%−11,967−100.0%Sold out
Stony Point Capital LLC0$00.00%−10,056−100.0%Sold out
Jennison Associates LLC0$00.00%−8,436−100.0%Sold out
Atom Investors LP0$00.00%−7,625−100.0%Sold out
Dorsey Wright & Associates0$00.00%−6,685−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−5,300−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−5,285−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−4,860−100.0%Sold out
Navellier & Associates Inc0$00.00%−4,694−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−3,771−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−3,640−100.0%Sold out
Madison Asset Management, LLC0$00.00%−3,579−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−3,500−100.0%Sold out
York Capital Management Global Advisors, LLC0$00.00%−3,455−100.0%Sold out
Contrarius Investment Management Ltd0$00.00%−3,425−100.0%Sold out
Quest Investment Management LLC0$00.00%−3,331−100.0%Sold out