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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, 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.

Institutional holdersQ3 2022: 299 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 heldQ3 2022: $2.75B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2022.

Institutions holding SAM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC4,796$1.55M0.00%−97−2.0%Reduced
Comerica Bank3,581$1.45M0.01%+430+13.6%Added
South Dakota Investment Council4,395$1.42M0.03%+198+4.7%Added
Teachers Retirement System of the State of Kentucky4,339$1.40M0.02%+4,339New
Heartland Advisors Inc4,317$1.40M0.10%+2,601+151.6%Added
Guggenheim Capital LLC4,302$1.39M0.01%−250−5.5%Reduced
Illinois Municipal Retirement Fund4,201$1.36M0.03%00.0%Unchanged
Oppenheimer Asset Management Inc.4,112$1.33M0.02%+245+6.3%Added
Treasurer of the State of North Carolina4,042$1.31M0.01%+50+1.3%Added
Schechter Investment Advisors, LLC3,977$1.29M0.13%+1,551+63.9%Added
Advisor Group Holdings, Inc.3,830$1.24M0.00%−364−8.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,771$1.22M0.01%+50+1.3%Added
Yousif Capital Management, LLC3,748$1.21M0.02%−393−9.5%Reduced
Cim, LLC3,225$1.19M0.25%+27+0.8%Added
HSBC Holdings PLC3,452$1.15M0.00%−5,872−63.0%Reduced
Schonfeld Strategic Advisors LLC3,482$1.13M0.01%+3,482New
Two Sigma Investments, LP3,300$1.07M0.00%+3,300New
Gabelli Funds LLC3,150$1.02M0.01%+1,150+57.5%Added
Creative Planning3,129$1.01M0.00%+59+1.9%Added
TD Private Client Wealth LLC3,059$990.0K0.05%+9+0.3%Added
AMG National Trust Bank3,000$971.0K0.04%+18+0.6%Added
Founders Capital Management, LLC2,995$969.0K0.27%00.0%Unchanged
The PNC Financial Services Group, Inc.2,970$962.0K0.00%+101+3.5%Added
PEAK6 Investments LLC2,756$892.0K0.03%−5,326−65.9%Reduced
Bank Hapoalim BM2,741$887.0K0.11%−110−3.9%Reduced
Oregon Public Employees Retirement Fund2,739$886.0K0.01%00.0%Unchanged
Ibex Investors LLC2,725$882.0K0.75%+2,725New
AIA Group Ltd2,700$874.0K0.06%+2,700New
Arizona State Retirement System2,637$853.0K0.01%+4+0.2%Added
AlphaCrest Capital Management LLC2,573$833.0K0.05%+2,573New
Thrivent Financial for Lutherans2,517$815.0K0.00%+51+2.1%Added
Louisiana State Employees Retirement System2,500$809.0K0.02%00.0%Unchanged
Money Concepts Capital Corp2,499$809.0K0.05%+2,464+7,040.0%Added
Ameritas Investment Partners, Inc.2,487$804.0K0.04%00.0%Unchanged
Liberty One Investment Management, LLC2,460$796.0K0.13%+1,518+161.1%Added
Cardinal Capital Management2,398$776.0K0.18%+121+5.3%Added
State of Michigan Retirement System2,383$771.0K0.01%00.0%Unchanged
Pearl River Capital, LLC2,323$752.0K0.14%+2,323New
Federation des caisses Desjardins du Quebec2,263$732.4K0.01%−86−3.7%Reduced
Symphony Financial, Ltd. Co.2,200$731.0K0.24%+2,200New
Carlson Capital L P2,100$680.0K0.05%+2,100New
Koss-Olinger Consulting, LLC2,093$677.0K0.12%+453+27.6%Added
Victory Capital Management Inc2,086$675.0K0.00%+198+10.5%Added
Engineers Gate Manager LP2,075$672.0K0.04%+2,075New
Camelot Portfolios, LLC2,060$667.0K0.63%−510−19.8%Reduced
Xponance, Inc.2,006$649.0K0.01%−15−0.7%Reduced
Rockefeller Capital Management L.P.1,954$632.0K0.00%+799+69.2%Added
Cetera Advisor Networks LLC1,940$628.0K0.01%−324−14.3%Reduced
Ontario Teachers Pension Plan Board1,933$626.0K0.01%+1,933New
Tower Research Capital LLC (TRC)1,908$618.0K0.01%−62−3.1%Reduced
Westwood Holdings Group Inc.1,906$616.0K0.01%−1,364−41.7%Reduced
Advisory Services Network, LLC1,859$602.0K0.02%+29+1.6%Added
Credential Qtrade Securities Inc.1,852$599.4K0.05%−15−0.8%Reduced
Davenport & Co LLC1,845$597.0K0.01%−49,754−96.4%Reduced
Edgestream Partners, L.P.1,803$584.0K0.05%+1,803New
State of Wisconsin Investment Board1,798$582.0K0.00%−642−26.3%Reduced
Balyasny Asset Management LLC1,767$572.0K0.00%+1,767New
HGK Asset Management Inc1,711$554.0K0.21%−69−3.9%Reduced
Peapack Gladstone Financial Corp1,695$549.0K0.01%−16−0.9%Reduced
State of Tennessee, Treasury Department1,620$524.0K0.00%+117+7.8%Added
Trust Co of Vermont1,580$511.0K0.04%00.0%Unchanged
Investors Research Corp1,527$494.0K0.15%00.0%Unchanged
New Mexico Educational Retirement Board1,500$485.0K0.03%00.0%Unchanged
NJ State Employees Deferred Compensation Plan1,500$485.0K0.08%00.0%Unchanged
Teza Capital Management LLC1,443$467.0K0.10%+1,443New
XTX Topco Ltd1,413$457.0K0.11%+1,413New
Teacher Retirement System of Texas1,391$450.0K0.00%−32−2.2%Reduced
Northwestern Mutual Investment Management Company, LLC1,374$445.0K0.01%−199−12.7%Reduced
Public Employees Retirement Association of Colorado1,347$436.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP1,347$436.0K0.03%+57+4.4%Added
State of Alaska, Department of Revenue1,322$427.0K0.01%−25−1.9%Reduced
Pine Haven Investment Counsel, Inc1,300$421.0K0.51%−15−1.1%Reduced
Diversified Trust Co1,302$421.0K0.02%+52+4.2%Added
Assetmark, Inc1,288$417.0K0.00%+297+30.0%Added
TD Waterhouse Canada Inc.1,238$416.8K0.00%−28−2.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,271$411.0K0.00%+236+22.8%Added
Cambridge Investment Research Advisors, Inc.1,252$405.0K0.00%−365−22.6%Reduced
Stifel Financial Corp1,245$403.0K0.00%−153−10.9%Reduced
Raymond James Financial Services Advisors, Inc.1,203$389.0K0.00%−3,606−75.0%Reduced
Caldwell Trust Co1,200$388.4K0.06%00.0%Unchanged
Commonwealth Equity Services, LLC1,201$388.0K0.00%+29+2.5%Added
Pacific Global Investment Management CO1,138$368.0K0.09%−6−0.5%Reduced
Studio Investment Management LLC1,122$363.1K0.13%+23+2.1%Added
Healthcare of Ontario Pension Plan Trust Fund1,107$358.0K0.00%−767−40.9%Reduced
Texas Yale Capital Corp.1,086$351.0K0.02%+4+0.4%Added
Ergoteles LLC1,067$345.0K0.01%−1,536−59.0%Reduced
Truist Financial Corp1,059$343.0K0.00%+1,059New
Congress Asset Management Co1,010$327.0K0.00%00.0%Unchanged
Granite Point Capital Management, L.P.1,000$324.0K0.34%−1,000−50.0%Reduced
Callodine Capital Management, LP1,000$324.0K0.10%00.0%Unchanged
Eukles Asset Management887$287.0K0.19%+56+6.7%Added
Securian Asset Management, Inc885$286.0K0.01%00.0%Unchanged
Sweet Financial Partners, LLC850$275.0K0.09%00.0%Unchanged
Two Sigma Securities, LLC813$263.0K0.04%+813New
Duality Advisers, LP810$262.0K0.03%−6,852−89.4%Reduced
Prudential Financial Inc781$259.0K0.00%+5+0.6%Added
Roberts Glore & Co Inc801$259.0K0.09%+95+13.5%Added
Cladis Investment Advisory, LLC790$255.7K0.28%−360−31.3%Reduced
JGP Wealth Management, LLC744$255.0K0.05%−865−53.8%Reduced
Greenleaf Trust788$255.0K0.00%−2−0.3%Reduced