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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 1,084 | $548.0K | 0.01% | +182+20.2% | Added |
| 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 |
| Echo Street Capital Management LLC | 1,053 | $532.0K | 0.00% | +1,053 | New |
| Diversified Trust Co | 1,025 | $518.0K | 0.02% | +100+10.8% | Added |
| Balasa Dinverno & Foltz LLC | 979 | $494.0K | 0.03% | −192−16.4% | Reduced |
| People's United Financial, Inc. | 918 | $464.0K | 0.01% | −452−33.0% | Reduced |
| Victory Capital Management Inc | 913 | $461.0K | 0.00% | −25−2.7% | Reduced |
| LMR Partners LLP | 910 | $460.0K | 0.01% | +910 | New |
| Congress Asset Management Co | 900 | $455.0K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 900 | $455.0K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 885 | $447.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cladis Investment Advisory, LLC | 880 | $444.5K | 0.36% | +880 | New |
| Eukles Asset Management | 863 | $436.0K | 0.21% | −87−9.2% | Reduced |
| Prudential Financial Inc | 843 | $426.0K | 0.00% | −173−17.0% | 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 |
| JGP Wealth Management, LLC | 794 | $399.0K | 0.07% | −30−3.6% | Reduced |
| HighTower Advisors, LLC | 773 | $392.0K | 0.00% | +360+87.2% | Added |
| Cetera Advisors LLC | 759 | $383.0K | 0.01% | +266+54.0% | Added |
| Sigma Planning Corp | 744 | $376.0K | 0.01% | +122+19.6% | Added |
| Bayesian Capital Management, LP | 735 | $371.0K | 0.12% | +735 | New |
| Umb Bank N A | 732 | $370.0K | 0.00% | +732 | New |
| Peregrine Asset Advisers, Inc. | 722 | $365.0K | 0.15% | +222+44.4% | Added |
| Aigen Investment Management, LP | 691 | $355.0K | 0.02% | −4,957−87.8% | Reduced |
| 1620 Investment Advisors, Inc. | 700 | $354.0K | 0.40% | +700 | New |
| Maryland State Retirement & Pension System | 680 | $343.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Koss-Olinger Consulting, LLC | 655 | $331.0K | 0.05% | +108+19.7% | Added |
| International Assets Investment Management, LLC | 647 | $327.0K | 0.06% | −28−4.1% | Reduced |
| Titus Wealth Management | 635 | $321.0K | 0.14% | +140+28.3% | Added |
| Dynamic Advisor Solutions LLC | 631 | $319.0K | 0.02% | −90−12.5% | Reduced |
| Oak Thistle LLC | 610 | $308.0K | 0.24% | +610 | New |
| Mission Wealth Management, LP | 605 | $306.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sovereign Financial Group, Inc. | 600 | $303.0K | 0.12% | −10−1.6% | Reduced |
| Blair William & Co | 590 | $298.0K | 0.00% | +75+14.6% | Added |
| First National Bank Sioux Falls | 565 | $285.0K | 0.30% | +20+3.7% | Added |
| Advisors Asset Management, Inc. | 564 | $284.9K | 0.00% | −281−33.3% | Reduced |
| Mercer Global Advisors Inc | 561 | $283.0K | 0.00% | +111+24.7% | Added |
| US Bancorp | 555 | $280.0K | 0.00% | +80+16.8% | Added |
| Pictet Asset Management SA | 550 | $278.0K | 0.00% | −2,290−80.6% | Reduced |
| Kestra Private Wealth Services, LLC | 539 | $272.0K | 0.01% | −431−44.4% | Reduced |
| Kestra Advisory Services, LLC | 529 | $267.0K | 0.00% | −134−20.2% | 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 |
| Profund Advisors LLC | 502 | $254.0K | 0.01% | −16−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 500 | $253.0K | 0.01% | +500 | New |
| Sweet Financial Partners, LLC | 500 | $253.0K | 0.11% | +500 | New |
| SignalPoint Asset Management, LLC | 499 | $252.0K | 0.08% | −18−3.5% | Reduced |
| Oakworth Capital, Inc. | 500 | $252.0K | 0.02% | 00.0% | Unchanged |
| Fosun International Ltd | 500 | $251.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 494 | $250.0K | 0.01% | +494 | New |
| Assetmark, Inc | 493 | $249.0K | 0.00% | +356+259.9% | Added |
| Kingsview Wealth Management, LLC | 487 | $246.0K | 0.01% | +10+2.1% | Added |
| Grimes & Company, Inc. | 499 | $244.0K | 0.01% | +100+25.1% | Added |
| JustInvest LLC | 461 | $233.0K | 0.01% | −111−19.4% | Reduced |
| Pinnacle Private Wealth, LLC | 438 | $221.0K | 0.07% | +438 | New |
| Simon Quick Advisors, LLC | 425 | $215.0K | 0.06% | +400+1,600.0% | Added |
| Allworth Financial LP | 424 | $214.0K | 0.00% | +2+0.5% | Added |
| Sage Private Wealth Group, LLC | 421 | $212.0K | 0.26% | +96+29.5% | Added |
| Roberts Glore & Co Inc | 405 | $205.0K | 0.05% | +405 | 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 |
| Walleye Capital LLC | 397 | $201.0K | 0.01% | +397 | New |
| 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 |
| Steward Partners Investment Advisory, LLC | 371 | $187.0K | 0.00% | +107+40.5% | Added |
| Alpha Paradigm Partners, LLC | 361 | $182.0K | 0.07% | −65−15.3% | Reduced |
| Point72 Asset Management, L.P. | 351 | $177.0K | 0.00% | +351 | New |
| Quent Capital, LLC | 316 | $160.0K | 0.03% | +316 | New |
| NEXT Financial Group, Inc | 311 | $157.0K | 0.01% | −15−4.6% | Reduced |
| AdvisorShares Investments LLC | 295 | $149.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 290 | $146.0K | 0.01% | +48+19.8% | Added |
| Financial Enhancement Group LLC | 275 | $139.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 250 | $125.0K | 0.00% | −255−50.5% | Reduced |
| Captrust Financial Advisors | 248 | $125.0K | 0.00% | −60−19.5% | Reduced |
| Huntington National Bank | 233 | $118.0K | 0.00% | −50−17.7% | Reduced |
| CoreCap Advisors, LLC | 226 | $114.0K | 0.01% | +226 | New |
| Van Eck Associates Corp | 221 | $112.0K | 0.00% | −658−74.9% | Reduced |
| Signaturefd, LLC | 216 | $109.0K | 0.00% | +119+122.7% | Added |
| Spire Wealth Management | 208 | $105.0K | 0.00% | −238−53.4% | Reduced |
| Parallel Advisors, LLC | 208 | $105.0K | 0.00% | +23+12.4% | Added |
| Aquatic Capital Management LLC | 200 | $101.0K | 0.19% | +200 | New |
| TSFG, LLC | 191 | $96.0K | 0.03% | +128+203.2% | Added |
| Storebrand Asset Management AS | 190 | $96.0K | 0.00% | −62−24.6% | Reduced |
| First Command Bank | 171 | $87.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 173 | $87.0K | 0.00% | +40+30.1% | Added |
| Gladius Capital Management LP | 158 | $80.0K | 0.03% | +158 | New |
| First Command Financial Services, Inc. | 153 | $77.0K | 0.01% | −18−10.5% | Reduced |
| Endurance Wealth Management, Inc. | 150 | $76.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 105 | $53.0K | 0.03% | −85−44.7% | Reduced |
| Kelly Financial Services LLC | 102 | $51.5K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $50.0K | 0.00% | +100 | New |