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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, Q1 2022

Institutional positions in Boston Beer Co Inc as of Mar 31, 2022. 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
325
−54 vs. Q4 2021
Shares held
7.69M
+48.4K (+0.6%) vs. Q4 2021
Total value
$2.99B
−$872.2M (−22.6%) vs. Q4 2021
New holders
38
134 more added
Sold out
92
85 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 325 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 heldQ1 2022: $2.99B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2021.

Institutions holding SAM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc1,401,797$544.6M0.05%+77,782+5.9%Added
Vanguard Group Inc869,805$337.9M0.01%+10,709+1.2%Added
FMR LLC817,735$317.7M0.03%+387,177+89.9%Added
BlackRock Inc.783,547$304.4M0.01%−14,853−1.9%Reduced
Champlain Investment Partners, LLC275,607$107.1M0.55%+24,617+9.8%Added
State Street Corp251,852$97.8M0.00%+10,704+4.4%Added
Manufacturers Life Insurance Company, The210,755$81.9M0.05%−7,807−3.6%Reduced
Durable Capital Partners LP142,550$55.4M0.49%−151,986−51.6%Reduced
Morgan Stanley138,564$53.8M0.01%+10,679+8.4%Added
Epoch Investment Partners, Inc.138,498$53.8M0.26%+99,074+251.3%Added
Fisher Asset Management, LLC132,646$51.5M0.03%+15,359+13.1%Added
Bank of New York Mellon Corp129,807$50.4M0.01%+6,637+5.4%Added
Geode Capital Management, LLC119,045$46.2M0.01%+3,346+2.9%Added
Voloridge Investment Management, LLC107,439$41.7M0.24%+10,045+10.3%Added
Loomis Sayles & Co L P100,032$38.9M0.05%+100,032New
American Century Companies Inc93,998$36.5M0.02%+1,697+1.8%Added
Wellington Management Group LLP92,524$35.9M0.01%+50,384+119.6%Added
TD Asset Management Inc80,674$31.3M0.03%+2,509+3.2%Added
Goldman Sachs Group Inc74,707$29.0M0.01%−32,162−30.1%Reduced
Jarislowsky, Fraser Ltd73,596$28.6M0.15%+73,596New
Northern Trust Corp72,209$28.1M0.00%−821−1.1%Reduced
Dimensional Fund Advisors LP69,345$26.9M0.01%+5,488+8.6%Added
Charles Schwab Investment Management Inc65,362$25.4M0.01%+5,583+9.3%Added
Susquehanna International Group, LLP61,891$24.0M0.04%+11,947+23.9%Added
Federated Hermes, Inc.51,168$19.9M0.04%+49,906+3,954.5%Added
Davenport & Co LLC45,487$17.6M0.12%+17,024+59.8%Added
Ameriprise Financial Inc40,539$15.7M0.00%+23,197+133.8%Added
Norges Bank39,703$15.4M0.00%+3,712+10.3%Added
Citadel Advisors LLC39,480$15.3M0.02%−20,912−34.6%Reduced
Nuveen Asset Management, LLC34,276$13.6M0.00%+122+0.4%Added
D. E. Shaw & Co., Inc.33,717$13.1M0.02%+11,097+49.1%Added
Parametric Portfolio Associates LLC33,698$13.1M0.01%−55−0.2%Reduced
Principal Financial Group Inc31,924$12.4M0.01%−349−1.1%Reduced
Jacobs Levy Equity Management, Inc31,350$12.2M0.08%+21,548+219.8%Added
Retirement Systems of Alabama29,416$11.4M0.04%+23+0.1%Added
Armistice Capital, LLC27,000$10.5M0.30%−21,000−43.8%Reduced
Rhumbline Advisers25,990$10.1M0.01%+16+0.1%Added
QV Investors Inc.24,290$9.44M0.67%+24,290New
Kornitzer Capital Management Inc23,847$9.26M0.15%−2,701−10.2%Reduced
Southernsun Asset Management, LLC22,990$8.93M0.96%+11,696+103.6%Added
UBS Group AG22,829$8.87M0.00%−92,933−80.3%Reduced
Clearline Capital LP22,553$8.76M1.19%+20,018+789.7%Added
Wells Fargo & Company21,929$8.52M0.00%+2,532+13.1%Added
Bridgewater Associates, LP21,890$8.50M0.03%+1,830+9.1%Added
Swiss National Bank21,700$8.43M0.00%+1,500+7.4%Added
Invesco Ltd.21,525$8.36M0.00%+5,471+34.1%Added
Balyasny Asset Management LLC21,129$8.21M0.04%+7,106+50.7%Added
Legal & General Group Plc19,531$7.59M0.00%−80.0%Reduced
Envestnet Asset Management Inc19,511$7.58M0.00%+16,972+668.5%Added
Barclays PLC19,493$7.57M0.01%+11,157+133.8%Added
Man Group plc17,747$6.89M0.02%−19,656−52.6%Reduced
Citigroup Inc16,954$6.59M0.01%+3,282+24.0%Added
Two Sigma Investments, LP16,892$6.56M0.02%−71,336−80.9%Reduced
JPMorgan Chase & Co16,610$6.45M0.00%+333+2.0%Added
American International Group, Inc.15,982$6.21M0.03%+30+0.2%Added
Raymond James & Associates15,719$6.11M0.01%+1,469+10.3%Added
Royal Bank of Canada15,175$5.89M0.00%−2,959−16.3%Reduced
Jane Street Group, LLC14,679$5.70M0.01%−29,149−66.5%Reduced
Edgemoor Investment Advisors, Inc.14,600$5.67M0.60%+40+0.3%Added
Alliancebernstein L.P.14,298$5.55M0.00%+10+0.1%Added
Bank of America Corp13,291$5.16M0.00%+1,743+15.1%Added
State Board of Administration of Florida Retirement System12,777$4.96M0.01%+90+0.7%Added
Holocene Advisors, LP12,440$4.83M0.03%+3,271+35.7%Added
California State Teachers Retirement System11,839$4.60M0.01%−1,022−7.9%Reduced
New York State Teachers Retirement System11,645$4.52M0.01%00.0%Unchanged
New York State Common Retirement Fund11,084$4.31M0.00%−57−0.5%Reduced
UBS Asset Management Americas Inc10,285$4.00M0.00%+1,057+11.5%Added
SEI Investments Co9,651$3.75M0.01%+1,043+12.1%Added
Credit Suisse AG9,061$3.52M0.00%+401+4.6%Added
Thrivent Financial for Lutherans8,614$3.35M0.01%−3,509−28.9%Reduced
Mutual of America Capital Management LLC8,443$3.28M0.03%+161+1.9%Added
Two Sigma Advisers, LP8,200$3.19M0.01%−17,900−68.6%Reduced
Profit Investment Management, LLC7,954$3.09M1.91%+1,298+19.5%Added
Gamco Investors, Inc. Et Al7,688$2.99M0.03%+203+2.7%Added
Russell Investments Group, Ltd.7,237$2.81M0.00%−1,670−18.7%Reduced
Amalgamated Bank7,009$2.72M0.02%−10.0%Reduced
Amalgamated Financial Corp.7,009$2.72M0.02%+7,009New
Eaton Vance Management6,718$2.61M0.00%+50+0.7%Added
Texas Permanent School Fund6,655$2.58M0.04%−143−2.1%Reduced
State of New Jersey Common Pension Fund D6,603$2.56M0.01%+560+9.3%Added
MetLife Investment Management6,488$2.52M0.02%+1,938+42.6%Added
Asset Management Group, Inc.6,331$2.46M0.51%00.0%Unchanged
Bank of Montreal6,080$2.41M0.00%+4,185+220.8%Added
SG Americas Securities, LLC6,060$2.35M0.02%+2,287+60.6%Added
Nomura Asset Management Co Ltd5,961$2.32M0.01%+484+8.8%Added
Advisor Group Holdings, Inc.3,850$2.25M0.00%+248+6.9%Added
Great West Life Assurance Co5,241$2.10M0.00%+488+10.3%Added
Boston Trust Walden Corp5,170$2.01M0.02%+45+0.9%Added
Public Employees Retirement System of Ohio5,089$1.98M0.01%−109−2.1%Reduced
LPL Financial LLC5,037$1.96M0.00%+165+3.4%Added
Employees Retirement System of Texas5,000$1.94M0.02%+3,000+150.0%Added
Raymond James Financial Services Advisors, Inc.4,825$1.87M0.00%−1,058−18.0%Reduced
BNP Paribas Arbitrage, SA4,762$1.85M0.00%−24,283−83.6%Reduced
Voya Investment Management LLC4,527$1.76M0.00%−89−1.9%Reduced
Guggenheim Capital LLC4,391$1.71M0.01%+53+1.2%Added
CIBC World Markets Corp3,950$1.53M0.01%−650−14.1%Reduced
Teachers Retirement System of the State of Kentucky3,833$1.49M0.01%+2,432+173.6%Added
Yousif Capital Management, LLC3,813$1.48M0.02%+10+0.3%Added
Simmons Bank3,707$1.44M0.11%+3,707New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,440$1.34M0.01%+328+10.5%Added