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, Q3 2022
Institutional positions in Boston Beer Co Inc as of Sep 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
- 299
- −14 vs. Q2 2022
- Shares held
- 8.49M
- −72.2K (−0.8%) vs. Q2 2022
- Total value
- $2.75B
- +$153.6M (+5.9%) vs. Q2 2022
- New holders
- 36
- 102 more added
- Sold out
- 50
- 95 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Logan Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $324 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $647 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Smithfield Trust Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| O'Dell Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $2.00K | 0.00% | +6+600.0% | Added |
| JJJ Advisors Inc. | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| NVWM, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 14 | $5.00K | 0.00% | −2−12.5% | Reduced |
| Ronald Blue Trust, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| Coastal Capital Group, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $6.00K | 0.00% | +15+750.0% | Added |
| Meeder Asset Management Inc | 21 | $7.00K | 0.00% | −9−30.0% | Reduced |
| Ameliora Wealth Management Ltd. | 20 | $7.00K | 0.00% | +20 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.77K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 24 | $7.77K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27 | $8.00K | 0.00% | −144−84.2% | Reduced |
| CWM, LLC | 26 | $8.00K | 0.00% | +7+36.8% | Added |
| American Portfolios Advisors | 30 | $9.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34 | $11.0K | 0.00% | −460−93.1% | Reduced |
| Quadrant Capital Group LLC | 37 | $12.0K | 0.00% | −84−69.4% | Reduced |
| Lindbrook Capital, LLC | 36 | $12.0K | 0.00% | +35+3,500.0% | Added |
| Sandy Spring Bank | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $17.0K | 0.00% | +3+6.3% | Added |
| Washington Trust Co | 55 | $18.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 55 | $18.0K | 0.02% | +55 | New |
| TSFG, LLC | 58 | $19.0K | 0.01% | −32−35.6% | Reduced |
| Salem Investment Counselors Inc | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 71 | $22.0K | 0.00% | −91−56.2% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $23.0K | 0.00% | +16+21.9% | Added |
| Eagle Bay Advisors LLC | 86 | $28.0K | 0.02% | −20−18.9% | Reduced |
| Amundi | 90 | $30.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $30.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $32.0K | 0.00% | −13−11.6% | Reduced |
| National Bank of Canada | 98 | $32.0K | 0.00% | +2+2.1% | Added |
| Kelly Financial Services LLC | 102 | $33.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 110 | $35.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 118 | $38.0K | 0.00% | +118 | New |
| Huntington National Bank | 133 | $43.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $49.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $49.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 153 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 153 | $50.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 160 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 161 | $52.0K | 0.00% | +1+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 220 | $71.0K | 0.04% | +105+91.3% | Added |
| Macquarie Group Ltd | 171 | $83.0K | 0.00% | −85−33.2% | Reduced |
| Financial Enhancement Group LLC | 275 | $89.0K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 279 | $90.0K | 0.02% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 291 | $94.0K | 0.38% | −131−31.0% | Reduced |
| Deutsche Bank AG | 300 | $97.0K | 0.00% | −354−54.1% | Reduced |
| Brown Brothers Harriman & Co | 300 | $97.0K | 0.00% | +300 | New |
| Leonteq Securities AG | 303 | $98.1K | 0.01% | −102−25.2% | Reduced |
| CNB Bank | 337 | $109.0K | 0.07% | +55+19.5% | Added |
| Capital Impact Advisors, LLC | 341 | $110.0K | 0.11% | −114−25.1% | Reduced |
| Point72 Hong Kong Ltd | 351 | $114.0K | 0.01% | +351 | New |
| Steward Partners Investment Advisory, LLC | 355 | $115.0K | 0.00% | −2−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $124.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 402 | $130.0K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 412 | $133.0K | 0.00% | −479−53.8% | Reduced |
| Nisa Investment Advisors, LLC | 413 | $134.0K | 0.00% | +8+2.0% | Added |
| Umb Bank N A | 424 | $137.0K | 0.00% | −244−36.5% | Reduced |
| Sage Private Wealth Group, LLC | 423 | $137.0K | 0.18% | +4+1.0% | Added |
| US Bancorp | 438 | $142.0K | 0.00% | −23−5.0% | Reduced |
| Pacer Advisors, Inc. | 444 | $144.0K | 0.00% | +444 | New |
| AlphaMark Advisors, LLC | 450 | $146.0K | 0.07% | +443+6,328.6% | Added |
| SG Americas Securities, LLC | 480 | $155.0K | 0.00% | −3,771−88.7% | Reduced |
| Oakworth Capital, Inc. | 500 | $162.0K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 648 | $210.0K | 0.26% | +394+155.1% | Added |
| Pictet Asset Management SA | 660 | $214.0K | 0.00% | +660 | New |
| Belpointe Asset Management LLC | 671 | $217.0K | 0.01% | +671 | New |
| Maryland State Retirement & Pension System | 680 | $220.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 696 | $225.0K | 0.03% | +221+46.5% | Added |
| Sigma Planning Corp | 756 | $245.0K | 0.01% | +66+9.6% | Added |
| JGP Wealth Management, LLC | 744 | $255.0K | 0.05% | −865−53.8% | Reduced |
| Greenleaf Trust | 788 | $255.0K | 0.00% | −2−0.3% | Reduced |