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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| O'Dell Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sageworth Trust Co of South Dakota | 5 | $2.00K | 0.00% | −35−87.5% | Reduced |
| Earnest Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | +5 | New |
| TCWP LLC | 7 | $2.00K | 0.00% | +7 | New |
| AlphaMark Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Ritter Daniher Financial Advisory, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $4.00K | 0.00% | −2−16.7% | Reduced |
| Lake Point Wealth Management | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $4.00K | 0.00% | +4+66.7% | Added |
| AdvisorNet Financial, Inc | 10 | $4.00K | 0.00% | +10 | New |
| NVWM, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Quent Capital, LLC | 13 | $5.00K | 0.00% | −303−95.9% | Reduced |
| Parkside Financial Bank & Trust | 13 | $5.00K | 0.00% | +1+8.3% | Added |
| Lindbrook Capital, LLC | 12 | $5.00K | 0.00% | +9+300.0% | Added |
| Activest Wealth Management | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $9.00K | 0.01% | +11+84.6% | Added |
| CWM, LLC | 22 | $9.00K | 0.00% | +14+175.0% | Added |
| Storebrand Asset Management AS | 24 | $9.32K | 0.00% | −166−87.4% | Reduced |
| Simon Quick Advisors, LLC | 25 | $10.0K | 0.00% | −400−94.1% | Reduced |
| Nauset Wealth Management. LLC | 26 | $10.0K | 0.01% | +26 | New |
| Valley National Advisers Inc | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 28 | $11.0K | 0.00% | +8+40.0% | Added |
| American Portfolios Advisors | 30 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 33 | $12.8K | 0.00% | +33 | New |
| Rockbridge Investment Management, LCC | 33 | $12.9K | 0.00% | +33 | New |
| Blue Bell Private Wealth Management, LLC | 33 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 33 | $13.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 33 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 33 | $13.0K | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 51 | $20.0K | 0.00% | +51 | New |
| Washington Trust Co | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $21.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $27.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 72 | $28.0K | 0.00% | +45+166.7% | Added |
| FinTrust Capital Advisors, LLC | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 82 | $31.0K | 0.00% | +11+15.5% | Added |
| Money Concepts Capital Corp | 86 | $33.0K | 0.00% | +86 | New |
| IFP Advisors, Inc | 141 | $35.0K | 0.00% | +73+107.4% | Added |
| Addison Advisors LLC | 94 | $37.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 102 | $39.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 110 | $42.0K | 0.00% | +10+10.0% | Added |
| Endurance Wealth Management, Inc. | 150 | $58.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $58.0K | 0.00% | +80+114.3% | Added |
| First Command Bank | 153 | $59.0K | 0.01% | −18−10.5% | Reduced |
| First Command Financial Services, Inc. | 153 | $59.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $61.0K | 0.01% | +156 | New |
| Geneos Wealth Management Inc. | 162 | $62.0K | 0.00% | −11−6.4% | Reduced |
| Gladius Capital Management LP | 161 | $63.0K | 0.02% | +3+1.9% | Added |
| Amundi | 164 | $63.0K | 0.00% | +164 | New |
| TSFG, LLC | 186 | $72.0K | 0.03% | −5−2.6% | Reduced |
| Parallel Advisors, LLC | 195 | $75.0K | 0.00% | −13−6.3% | Reduced |
| Prospera Financial Services Inc | 192 | $75.0K | 0.00% | +192 | New |
| Captrust Financial Advisors | 205 | $80.0K | 0.00% | −43−17.3% | Reduced |
| Spire Wealth Management | 208 | $81.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 215 | $84.0K | 0.04% | +200+1,333.3% | Added |
| Signaturefd, LLC | 227 | $88.0K | 0.00% | +11+5.1% | Added |
| Huntington National Bank | 233 | $91.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 256 | $99.0K | 0.00% | +35+15.8% | Added |
| Macquarie Group Ltd | 256 | $99.0K | 0.00% | +171+201.2% | Added |
| Financial Enhancement Group LLC | 275 | $107.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 284 | $110.0K | 0.00% | −6−2.1% | Reduced |
| Leonteq Securities AG | 284 | $110.3K | 0.00% | +218+330.3% | Added |
| AdvisorShares Investments LLC | 295 | $115.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $149.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 383 | $149.0K | 0.00% | +12+3.2% | Added |
| Allworth Financial LP | 401 | $156.0K | 0.00% | −23−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 405 | $157.0K | 0.00% | −1,020−71.6% | Reduced |
| US Bancorp | 411 | $160.0K | 0.00% | −144−25.9% | Reduced |
| Sage Private Wealth Group, LLC | 438 | $170.0K | 0.17% | +17+4.0% | Added |