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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, 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
Boston Trust Walden Corp5,125$2.59M0.02%+5,125New
Weiss Multi-Strategy Advisers LLC5,076$2.56M0.06%+5,076New
Manatuck Hill Partners, LLC5,000$2.53M0.96%+5,000New
LPL Financial LLC4,872$2.46M0.00%−880−15.3%Reduced
Great West Life Assurance Co4,753$2.40M0.00%−1,647−25.7%Reduced
Voya Investment Management LLC4,616$2.33M0.00%+774+20.1%Added
CIBC World Markets Corp4,600$2.32M0.01%+4,600New
MetLife Investment Management4,550$2.30M0.02%+40+0.9%Added
Schonfeld Strategic Advisors LLC4,525$2.29M0.02%+2,425+115.5%Added
Parallax Volatility Advisers, L.P.4,355$2.20M0.03%+2,819+183.5%Added
Guggenheim Capital LLC4,338$2.19M0.01%−1,734−28.6%Reduced
Quantbot Technologies LP4,336$2.19M0.18%+1,118+34.7%Added
Caption Management, LLC4,200$2.12M0.13%+4,200New
Venator Management LLC3,931$1.99M0.54%+3,931New
Yousif Capital Management, LLC3,803$1.92M0.02%+3,803New
HRT Financial LP3,789$1.91M0.01%+3,789New
Janus Henderson Group PLC3,778$1.91M0.00%−4,558−54.7%Reduced
SG Americas Securities, LLC3,773$1.91M0.01%−588−13.5%Reduced
Advisor Group Holdings, Inc.3,602$1.82M0.00%−188−5.0%Reduced
Treasurer of the State of North Carolina3,377$1.71M0.01%+20+0.6%Added
Phoenix Holdings Ltd.3,379$1.70M0.03%+27+0.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,112$1.57M0.02%+11+0.4%Added
Oregon Public Employees Retirement Fund3,072$1.55M0.02%−1,160−27.4%Reduced
The PNC Financial Services Group, Inc.2,866$1.45M0.00%+89+3.2%Added
APG Asset Management N.V.3,200$1.42M0.00%−32,646−91.1%Reduced
Comerica Bank3,137$1.37M0.01%−38−1.2%Reduced
Cubist Systematic Strategies, LLC2,697$1.36M0.01%−37,067−93.2%Reduced
PEAK6 Investments LLC2,664$1.34M0.04%−25,241−90.5%Reduced
Liberty One Investment Management, LLC2,563$1.29M0.19%+1,488+138.4%Added
Envestnet Asset Management Inc2,539$1.28M0.00%+732+40.5%Added
Clearline Capital LP2,535$1.28M0.17%+2,535New
Ameritas Investment Partners, Inc.2,487$1.26M0.04%00.0%Unchanged
Illinois Municipal Retirement Fund2,487$1.26M0.04%+595+31.4%Added
Arizona State Retirement System2,472$1.25M0.01%−81−3.2%Reduced
Louisiana State Employees Retirement System2,400$1.21M0.03%00.0%Unchanged
Paloma Partners Management Co2,390$1.21M0.04%+2,390New
McCollum Christoferson Group LLC2,372$1.20M0.27%−3,348−58.5%Reduced
State of Michigan Retirement System2,352$1.19M0.01%−100−4.1%Reduced
Founders Capital Management, LLC2,335$1.18M0.25%+2,335New
AQR Capital Management LLC2,316$1.17M0.00%−10,645−82.1%Reduced
Cetera Advisor Networks LLC2,277$1.15M0.01%+942+70.6%Added
Chilton Investment Co LLC2,139$1.08M0.02%+2,139New
Metropolitan Life Insurance Co2,113$1.07M0.01%−40−1.9%Reduced
Dynamic Technology Lab Private Ltd2,090$1.06M0.12%+2,090New
Bank Hapoalim BM2,083$1.05M0.11%−1,209−36.7%Reduced
Franklin Resources Inc2,083$1.05M0.00%−653−23.9%Reduced
Squarepoint Ops LLC2,020$1.02M0.00%−22,294−91.7%Reduced
USS Investment Management Ltd2,009$1.01M0.01%00.0%Unchanged
Employees Retirement System of Texas2,000$1.01M0.01%00.0%Unchanged
Empirical Capital Management, LLC2,000$1.01M1.00%+2,000New
Xponance, Inc.1,983$1.00M0.02%−44−2.2%Reduced
Bank of Montreal1,895$980.0K0.00%−1,199−38.8%Reduced
New Mexico Educational Retirement Board1,900$960.0K0.03%00.0%Unchanged
Cardinal Capital Management1,884$952.0K0.19%+77+4.3%Added
Teacher Retirement System of Texas1,807$913.0K0.00%+336+22.8%Added
Gabelli Funds LLC1,800$909.0K0.01%00.0%Unchanged
Toroso Investments, LLC1,790$904.0K0.03%+1,139+175.0%Added
Two Sigma Securities, LLC1,763$890.0K0.17%−221−11.1%Reduced
Advisory Services Network, LLC1,760$889.0K0.03%−184−9.5%Reduced
Peapack Gladstone Financial Corp1,716$867.0K0.02%−5−0.3%Reduced
South Dakota Investment Council1,697$857.0K0.01%00.0%Unchanged
Algert Global LLC1,694$856.0K0.11%−757−30.9%Reduced
Utah Retirement Systems1,681$849.0K0.01%00.0%Unchanged
First Trust Advisors LP1,635$826.0K0.00%−4,608−73.8%Reduced
Tower Research Capital LLC (TRC)1,597$807.0K0.01%+1,122+236.2%Added
Trust Co of Vermont1,580$798.0K0.05%00.0%Unchanged
Schechter Investment Advisors, LLC1,573$795.0K0.07%+1,573New
Duality Advisers, LP1,571$794.0K0.09%−4,354−73.5%Reduced
Trexquant Investment LP1,559$787.0K0.05%+865+124.6%Added
Northwestern Mutual Investment Management Company, LLC1,556$786.0K0.02%+5+0.3%Added
Fifth Third Bancorp1,518$767.0K0.00%−21−1.4%Reduced
State of Tennessee, Treasury Department1,503$759.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.1,503$759.0K0.00%−1−0.1%Reduced
NJ State Employees Deferred Compensation Plan1,500$758.0K0.10%00.0%Unchanged
Seeyond1,483$749.0K0.07%00.0%Unchanged
Commonwealth Equity Services, LLC1,458$736.0K0.00%−1,570−51.8%Reduced
Oppenheimer Asset Management Inc.1,448$731.0K0.01%+1,448New
Northwestern Mutual Wealth Management Co1,444$729.0K0.00%−311−17.7%Reduced
Teachers Retirement System of the State of Kentucky1,401$708.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado1,380$697.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue1,362$687.0K0.01%−115−7.8%Reduced
TD Waterhouse Canada Inc.1,326$686.0K0.01%+1,326New
HGK Asset Management Inc1,338$676.0K0.21%+1,338New
AlphaCrest Capital Management LLC1,326$670.0K0.02%+1,326New
Allspring Global Investments Holdings, LLC1,308$660.0K0.00%+1,308New
Triumph Capital Management1,302$658.0K0.29%+232+21.7%Added
Commerce Bank1,277$645.0K0.00%+47+3.8%Added
Federated Hermes, Inc.1,262$638.0K0.00%−56−4.2%Reduced
Pacer Advisors, Inc.1,262$637.0K0.01%−28−2.2%Reduced
Creative Planning1,258$635.0K0.00%−1,914−60.3%Reduced
Formidable Asset Management, LLC1,245$629.0K0.12%+732+142.7%Added
Caldwell Trust Co1,200$606.1K0.07%00.0%Unchanged
Camelot Portfolios, LLC1,190$601.0K0.24%−20−1.7%Reduced
XR Securities LLC1,188$600.0K0.07%−889−42.8%Reduced
Nisa Investment Advisors, LLC1,425$600.0K0.00%−50−3.4%Reduced
Blueshift Asset Management, LLC1,160$586.0K0.05%+330+39.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,148$580.0K0.00%−403−26.0%Reduced
Pine Haven Investment Counsel, Inc1,115$563.0K0.53%+1,115New
Exencial Wealth Advisors, LLC1,100$556.0K0.03%+525+91.3%Added
HSBC Holdings PLC1,090$553.0K0.00%−6,777−86.1%Reduced