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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 248 | $125.0K | 0.00% | −60−19.5% | Reduced |
| Financial Enhancement Group LLC | 275 | $139.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 290 | $146.0K | 0.01% | +48+19.8% | Added |
| AdvisorShares Investments LLC | 295 | $149.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 311 | $157.0K | 0.01% | −15−4.6% | Reduced |
| Quent Capital, LLC | 316 | $160.0K | 0.03% | +316 | New |
| Point72 Asset Management, L.P. | 351 | $177.0K | 0.00% | +351 | New |
| Alpha Paradigm Partners, LLC | 361 | $182.0K | 0.07% | −65−15.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 371 | $187.0K | 0.00% | +107+40.5% | Added |
| Marshall Wace, LLP | 381 | $193.0K | 0.00% | −23,250−98.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $193.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 397 | $201.0K | 0.01% | +397 | New |
| Neville Rodie & Shaw Inc | 400 | $202.0K | 0.01% | 00.0% | Unchanged |
| LGL Partners, LLC | 400 | $202.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 400 | $202.0K | 0.14% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 399 | $202.0K | 0.10% | +399 | New |
| Roberts Glore & Co Inc | 405 | $205.0K | 0.05% | +405 | New |
| Sage Private Wealth Group, LLC | 421 | $212.0K | 0.26% | +96+29.5% | Added |
| Allworth Financial LP | 424 | $214.0K | 0.00% | +2+0.5% | Added |
| Simon Quick Advisors, LLC | 425 | $215.0K | 0.06% | +400+1,600.0% | Added |
| Pinnacle Private Wealth, LLC | 438 | $221.0K | 0.07% | +438 | New |
| JustInvest LLC | 461 | $233.0K | 0.01% | −111−19.4% | Reduced |
| Grimes & Company, Inc. | 499 | $244.0K | 0.01% | +100+25.1% | Added |
| Kingsview Wealth Management, LLC | 487 | $246.0K | 0.01% | +10+2.1% | Added |
| Assetmark, Inc | 493 | $249.0K | 0.00% | +356+259.9% | Added |
| First Citizens Bank & Trust Co | 494 | $250.0K | 0.01% | +494 | New |
| Fosun International Ltd | 500 | $251.0K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 499 | $252.0K | 0.08% | −18−3.5% | Reduced |
| Oakworth Capital, Inc. | 500 | $252.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 500 | $253.0K | 0.01% | +500 | New |
| Sweet Financial Partners, LLC | 500 | $253.0K | 0.11% | +500 | New |
| Profund Advisors LLC | 502 | $254.0K | 0.01% | −16−3.1% | Reduced |
| Shelton Capital Management | 514 | $260.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 514 | $260.0K | 0.00% | +18+3.6% | Added |
| Kestra Advisory Services, LLC | 529 | $267.0K | 0.00% | −134−20.2% | Reduced |
| Kestra Private Wealth Services, LLC | 539 | $272.0K | 0.01% | −431−44.4% | Reduced |
| Pictet Asset Management SA | 550 | $278.0K | 0.00% | −2,290−80.6% | Reduced |
| US Bancorp | 555 | $280.0K | 0.00% | +80+16.8% | Added |
| Mercer Global Advisors Inc | 561 | $283.0K | 0.00% | +111+24.7% | Added |
| Advisors Asset Management, Inc. | 564 | $284.9K | 0.00% | −281−33.3% | Reduced |
| First National Bank Sioux Falls | 565 | $285.0K | 0.30% | +20+3.7% | Added |
| Blair William & Co | 590 | $298.0K | 0.00% | +75+14.6% | Added |
| Sovereign Financial Group, Inc. | 600 | $303.0K | 0.12% | −10−1.6% | Reduced |
| Neuberger Berman Group LLC | 609 | $305.0K | 0.00% | +171+39.0% | Added |
| Pacific Global Investment Management CO | 603 | $305.0K | 0.06% | +168+38.6% | Added |
| Mission Wealth Management, LP | 605 | $306.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 610 | $308.0K | 0.24% | +610 | New |
| Dynamic Advisor Solutions LLC | 631 | $319.0K | 0.02% | −90−12.5% | Reduced |
| Titus Wealth Management | 635 | $321.0K | 0.14% | +140+28.3% | Added |
| International Assets Investment Management, LLC | 647 | $327.0K | 0.06% | −28−4.1% | Reduced |
| Koss-Olinger Consulting, LLC | 655 | $331.0K | 0.05% | +108+19.7% | Added |
| Deutsche Bank AG | 667 | $337.0K | 0.00% | −24,618−97.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 668 | $337.0K | 0.08% | −1,359−67.0% | Reduced |
| Maryland State Retirement & Pension System | 680 | $343.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 700 | $354.0K | 0.40% | +700 | New |
| Aigen Investment Management, LP | 691 | $355.0K | 0.02% | −4,957−87.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 722 | $365.0K | 0.15% | +222+44.4% | Added |
| Umb Bank N A | 732 | $370.0K | 0.00% | +732 | New |
| Bayesian Capital Management, LP | 735 | $371.0K | 0.12% | +735 | New |
| Sigma Planning Corp | 744 | $376.0K | 0.01% | +122+19.6% | Added |
| Cetera Advisors LLC | 759 | $383.0K | 0.01% | +266+54.0% | Added |
| HighTower Advisors, LLC | 773 | $392.0K | 0.00% | +360+87.2% | Added |
| JGP Wealth Management, LLC | 794 | $399.0K | 0.07% | −30−3.6% | Reduced |
| Alberta Investment Management Corp | 800 | $404.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 800 | $404.0K | 0.00% | +800 | New |
| Prudential Financial Inc | 843 | $426.0K | 0.00% | −173−17.0% | Reduced |
| Eukles Asset Management | 863 | $436.0K | 0.21% | −87−9.2% | Reduced |
| Cladis Investment Advisory, LLC | 880 | $444.5K | 0.36% | +880 | New |
| Exchange Traded Concepts, LLC | 883 | $446.0K | 0.01% | +15+1.7% | Added |
| ProShare Advisors LLC | 882 | $446.0K | 0.00% | +195+28.4% | Added |
| Securian Asset Management, Inc | 885 | $447.0K | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 900 | $455.0K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 900 | $455.0K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 910 | $460.0K | 0.01% | +910 | New |
| Victory Capital Management Inc | 913 | $461.0K | 0.00% | −25−2.7% | Reduced |
| People's United Financial, Inc. | 918 | $464.0K | 0.01% | −452−33.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 979 | $494.0K | 0.03% | −192−16.4% | Reduced |
| Diversified Trust Co | 1,025 | $518.0K | 0.02% | +100+10.8% | Added |
| Echo Street Capital Management LLC | 1,053 | $532.0K | 0.00% | +1,053 | New |
| Texas Yale Capital Corp. | 1,082 | $547.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,082 | $547.0K | 0.00% | +37+3.5% | Added |
| Greenleaf Trust | 1,084 | $548.0K | 0.01% | +182+20.2% | Added |
| HSBC Holdings PLC | 1,090 | $553.0K | 0.00% | −6,777−86.1% | Reduced |
| Exencial Wealth Advisors, LLC | 1,100 | $556.0K | 0.03% | +525+91.3% | Added |
| Pine Haven Investment Counsel, Inc | 1,115 | $563.0K | 0.53% | +1,115 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,148 | $580.0K | 0.00% | −403−26.0% | Reduced |
| Blueshift Asset Management, LLC | 1,160 | $586.0K | 0.05% | +330+39.8% | Added |
| XR Securities LLC | 1,188 | $600.0K | 0.07% | −889−42.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,425 | $600.0K | 0.00% | −50−3.4% | Reduced |
| Camelot Portfolios, LLC | 1,190 | $601.0K | 0.24% | −20−1.7% | Reduced |
| Caldwell Trust Co | 1,200 | $606.1K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,245 | $629.0K | 0.12% | +732+142.7% | Added |
| Creative Planning | 1,258 | $635.0K | 0.00% | −1,914−60.3% | Reduced |
| Pacer Advisors, Inc. | 1,262 | $637.0K | 0.01% | −28−2.2% | Reduced |
| Federated Hermes, Inc. | 1,262 | $638.0K | 0.00% | −56−4.2% | Reduced |
| Commerce Bank | 1,277 | $645.0K | 0.00% | +47+3.8% | Added |
| Triumph Capital Management | 1,302 | $658.0K | 0.29% | +232+21.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,308 | $660.0K | 0.00% | +1,308 | New |
| AlphaCrest Capital Management LLC | 1,326 | $670.0K | 0.02% | +1,326 | New |
| HGK Asset Management Inc | 1,338 | $676.0K | 0.21% | +1,338 | New |