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, Q2 2022
Institutional positions in Boston Beer Co Inc as of Jun 30, 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
- 316
- −3 vs. Q1 2022
- Shares held
- 8.56M
- +916.5K (+12.0%) vs. Q1 2022
- Total value
- $2.59B
- −$375.5M (−12.6%) vs. Q1 2022
- New holders
- 49
- 108 more added
- Sold out
- 52
- 82 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 668 | $202.0K | 0.00% | −2−0.3% | Reduced |
| Gagnon Securities LLC | 665 | $201.0K | 0.04% | +665 | New |
| Deutsche Bank AG | 654 | $198.0K | 0.00% | −102−13.5% | Reduced |
| Captrust Financial Advisors | 571 | $173.0K | 0.00% | +366+178.5% | Added |
| Oakworth Capital, Inc. | 500 | $152.0K | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 479 | $151.0K | 0.00% | +479 | New |
| Fifth Third Bancorp | 494 | $149.0K | 0.00% | −460−48.2% | Reduced |
| Howe & Rusling Inc | 475 | $144.0K | 0.02% | +475 | New |
| US Bancorp | 461 | $140.0K | 0.00% | +50+12.2% | Added |
| Capital Impact Advisors, LLC | 455 | $138.0K | 0.13% | +455 | New |
| Seaport Global Advisors, LLC | 422 | $128.0K | 0.48% | +422 | New |
| Sage Private Wealth Group, LLC | 419 | $127.0K | 0.18% | −19−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 405 | $123.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 405 | $122.7K | 0.01% | +121+42.6% | Added |
| Allworth Financial LP | 401 | $121.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $116.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 357 | $108.0K | 0.00% | −26−6.8% | Reduced |
| Advisors Asset Management, Inc. | 315 | $95.0K | 0.00% | +315 | New |
| Aquatic Capital Management LLC | 300 | $91.0K | 0.03% | +300 | New |
| CNB Bank | 282 | $86.0K | 0.06% | +282 | New |
| AdvisorShares Investments LLC | 279 | $85.0K | 0.02% | −16−5.4% | Reduced |
| Financial Enhancement Group LLC | 275 | $83.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 256 | $78.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 254 | $77.0K | 0.09% | +254 | New |
| CoreCap Advisors, LLC | 226 | $68.0K | 0.01% | +226 | New |
| Prospera Financial Services Inc | 201 | $61.0K | 0.00% | +9+4.7% | Added |
| Allspring Global Investments Holdings, LLC | 171 | $51.0K | 0.00% | −989−85.3% | Reduced |
| Geneos Wealth Management Inc. | 162 | $50.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 160 | $48.0K | 0.00% | −35−17.9% | Reduced |
| Lazard Asset Management LLC | 160 | $48.0K | 0.00% | +160 | New |
| MCF Advisors LLC | 156 | $47.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 153 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 153 | $46.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $45.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $45.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $45.0K | 0.00% | +150 | New |
| Huntington National Bank | 133 | $40.0K | 0.00% | −100−42.9% | Reduced |
| Dark Forest Capital Management LP | 131 | $40.0K | 0.01% | +131 | New |
| Quadrant Capital Group LLC | 121 | $37.0K | 0.00% | +39+47.6% | Added |
| Newbridge Financial Services Group, Inc. | 115 | $35.0K | 0.02% | −100−46.5% | Reduced |
| Signaturefd, LLC | 112 | $34.0K | 0.00% | −115−50.7% | Reduced |
| Simplex Trading, LLC | 110 | $33.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 106 | $32.1K | 0.02% | +106 | New |
| Kelly Financial Services LLC | 102 | $30.9K | 0.02% | 00.0% | Unchanged |
| Amundi | 90 | $29.0K | 0.00% | −74−45.1% | Reduced |
| National Bank of Canada | 96 | $29.0K | 0.00% | +45+88.2% | Added |
| Addison Advisors LLC | 94 | $28.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $27.0K | 0.01% | −96−51.6% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 73 | $18.0K | 0.00% | −68−48.2% | Reduced |
| Salem Investment Counselors Inc | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 55 | $17.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $15.0K | 0.00% | +46+2,300.0% | Added |
| Sandy Spring Bank | 43 | $13.0K | 0.00% | +10+30.3% | Added |
| Venture Visionary Partners LLC | 40 | $12.1K | 0.00% | +40 | New |
| Money Concepts Capital Corp | 35 | $11.0K | 0.00% | −51−59.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $10.0K | 0.00% | +33 | New |
| Bartlett & Co. Wealth Management LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 30 | $9.09K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $9.00K | 0.00% | −42−58.3% | Reduced |
| First Manhattan Co | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 33 | $9.00K | 0.01% | +33 | New |
| Chilton Capital Management LLC | 28 | $8.00K | 0.00% | +28 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.27K | 0.00% | +24 | New |
| Storebrand Asset Management AS | 24 | $7.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19 | $6.00K | 0.00% | −3−13.6% | Reduced |
| Fortis Advisors, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $5.00K | 0.00% | +11+220.0% | Added |
| Accel Wealth Management | 11 | $4.00K | 0.00% | −13−54.2% | Reduced |
| Quent Capital, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $3.00K | 0.00% | −21−75.0% | Reduced |
| Bessemer Group Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 9 | $3.00K | 0.00% | +9 | New |
| Fieldpoint Private Securities, LLC | 5 | $2.00K | 0.00% | −5−50.0% | Reduced |
| AlphaMark Advisors, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Sageworth Trust Co of South Dakota | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $2.00K | 0.00% | +7 | New |
| Ritter Daniher Financial Advisory LLC | 8 | $2.00K | 0.00% | +8 | New |
| Hazlett, Burt & Watson, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| Atwood & Palmer Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |