Skip to main content

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, Q4 2021

Institutional positions in Boston Beer Co Inc as of Dec 31, 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
382
+11 vs. Q3 2021
Shares held
7.64M
−458.8K (−5.7%) vs. Q3 2021
Total value
$3.86B
−$266.4M (−6.5%) vs. Q3 2021
New holders
80
104 more added
Sold out
69
133 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 382 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 heldQ4 2021: $3.86B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2021.

Institutions holding SAM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$00.00%00.0%Unchanged
Raffa Wealth Management, LLC1$5050.00%00.0%Unchanged
TD Private Client Wealth LLC1$5050.00%+1New
Sutton Wealth Advisors Inc.1$5050.00%+1New
Toronto Dominion Bank1$1.00K0.00%−1,280−99.9%Reduced
Ci Investments Inc.1$1.00K0.00%00.0%Unchanged
Glassman Wealth Services2$1.00K0.00%+1+100.0%Added
Atwood & Palmer Inc2$1.00K0.00%+2New
JFS Wealth Advisors, LLC2$1.00K0.00%+2New
Zions Bancorporation, N.A.2$1.00K0.00%+2New
Cassady Schiller Wealth Management, LLC1$1.00K0.00%+1New
Rise Advisors, LLC3$1.51K0.00%+3New
Lindbrook Capital, LLC3$2.00K0.00%−5−62.5%Reduced
Smithfield Trust Co4$2.00K0.00%00.0%Unchanged
O'Dell Group, LLC3$2.00K0.00%00.0%Unchanged
Truvestments Capital LLC4$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC4$2.00K0.00%+4New
TCI Wealth Advisors, Inc.5$3.00K0.00%−4−44.4%Reduced
Prestige Wealth Management Group LLC5$3.00K0.00%−4−44.4%Reduced
Earnest Partners LLC5$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.6$3.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC7$3.00K0.00%+2+40.0%Added
Gradient Investments LLC6$3.00K0.00%+4+200.0%Added
Bessemer Group Inc6$3.00K0.00%+6New
Motley Fool Asset Management LLC6$3.00K0.00%+6New
EverSource Wealth Advisors, LLC5$3.00K0.00%+5New
Tilia Fiduciary Partners, Inc.5$3.00K0.00%+5New
Gemmer Asset Management LLC7$4.00K0.00%−5−41.7%Reduced
AlphaMark Advisors, LLC7$4.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB7$4.00K0.00%+7New
CWM, LLC8$4.00K0.00%+8New
Ritter Daniher Financial Advisory, LLC8$4.00K0.00%+8New
Lake Point Wealth Management10$5.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC12$6.00K0.00%00.0%Unchanged
Sageworth Trust Co13$7.00K0.00%−47−78.3%Reduced
Bell Investment Advisors, Inc13$7.00K0.00%+9+225.0%Added
Parkside Financial Bank & Trust12$7.00K0.00%+10+500.0%Added
Covestor Ltd13$7.00K0.01%+13New
Newbridge Financial Services Group, Inc.15$8.00K0.00%−15−50.0%Reduced
Activest Wealth Management15$8.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.18$9.00K0.00%00.0%Unchanged
Signet Financial Management, LLC18$9.00K0.00%+18New
JJJ Advisors Inc.20$10.0K0.00%−5−20.0%Reduced
Northern Oak Wealth Management Inc20$10.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC19$10.0K0.00%00.0%Unchanged
Fortis Advisors, LLC19$10.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund21$11.0K0.00%00.0%Unchanged
Accel Wealth Management24$12.0K0.01%00.0%Unchanged
Outfitter Financial LLC25$13.0K0.01%+25New
Semmax Financial Advisors Inc.28$14.0K0.01%00.0%Unchanged
Meeder Asset Management Inc27$14.0K0.00%+4+17.4%Added
Valley National Advisers Inc29$15.0K0.00%−8−21.6%Reduced
Carmichael Hill & Associates, Inc.30$15.0K0.01%00.0%Unchanged
American Portfolios Advisors30$15.2K0.00%−100−76.9%Reduced
First Manhattan Co33$16.0K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC30$16.0K0.00%+30New
Sandy Spring Bank33$17.0K0.00%−170−83.7%Reduced
Harbour Investments, Inc.33$17.0K0.00%−31−48.4%Reduced
Graves-Light Private Wealth Management, Inc.33$17.0K0.00%00.0%Unchanged
Cambridge Trust Co33$17.0K0.00%+33New
Blue Bell Private Wealth Management, LLC33$17.0K0.00%+33New
Sageworth Trust Co of South Dakota40$20.0K0.03%+40New
SRS Capital Advisors, Inc.50$25.0K0.00%00.0%Unchanged
West Branch Capital LLC50$25.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.50$25.0K0.01%00.0%Unchanged
FNY Investment Advisers, LLC50$25.0K0.01%+50New
Snowden Capital Advisors LLC53$26.0K0.00%+53New
Washington Trust Co55$28.0K0.00%−1−1.8%Reduced
Old North State Trust, LLC55$28.0K0.02%00.0%Unchanged
Concord Wealth Partners55$28.0K0.01%+52+1,733.3%Added
Logan Capital Management Inc58$29.0K0.00%−890−93.9%Reduced
Salem Investment Counselors Inc60$30.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC60$30.0K0.00%+60New
Leonteq Securities AG66$33.3K0.00%+16+32.0%Added
HM Payson & Co70$35.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC70$35.0K0.00%00.0%Unchanged
IFP Advisors, Inc68$35.0K0.00%+3+4.6%Added
Quadrant Capital Group LLC71$36.0K0.00%−86−54.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main73$37.6K0.00%−1,581−95.6%Reduced
FinTrust Capital Advisors, LLC80$40.0K0.01%00.0%Unchanged
Macquarie Group Ltd85$43.0K0.00%−775−90.1%Reduced
Addison Advisors LLC94$47.0K0.03%+94New
Simplex Trading, LLC100$50.0K0.00%+100New
Kelly Financial Services LLC102$51.5K0.02%00.0%Unchanged
Eagle Bay Advisors LLC105$53.0K0.03%−85−44.7%Reduced
Endurance Wealth Management, Inc.150$76.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.153$77.0K0.01%−18−10.5%Reduced
Gladius Capital Management LP158$80.0K0.03%+158New
First Command Bank171$87.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.173$87.0K0.00%+40+30.1%Added
Storebrand Asset Management AS190$96.0K0.00%−62−24.6%Reduced
TSFG, LLC191$96.0K0.03%+128+203.2%Added
Aquatic Capital Management LLC200$101.0K0.19%+200New
Spire Wealth Management208$105.0K0.00%−238−53.4%Reduced
Parallel Advisors, LLC208$105.0K0.00%+23+12.4%Added
Signaturefd, LLC216$109.0K0.00%+119+122.7%Added
Van Eck Associates Corp221$112.0K0.00%−658−74.9%Reduced
CoreCap Advisors, LLC226$114.0K0.01%+226New
Huntington National Bank233$118.0K0.00%−50−17.7%Reduced
DekaBank Deutsche Girozentrale250$125.0K0.00%−255−50.5%Reduced