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, Q4 2022
Institutional positions in Boston Beer Co Inc as of Dec 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
- 318
- +22 vs. Q3 2022
- Shares held
- 8.15M
- −325.6K (−3.8%) vs. Q3 2022
- Total value
- $2.69B
- −$59.6M (−2.2%) vs. Q3 2022
- New holders
- 53
- 93 more added
- Sold out
- 31
- 108 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 330 | $9 | 0.00% | +330 | New |
| Raffa Wealth Management, LLC | 1 | $330 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $330 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $330 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1 | $330 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $337 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $989 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $989 | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $1.65K | 0.00% | −50−90.9% | Reduced |
| Lindbrook Capital, LLC | 5 | $1.65K | 0.00% | −31−86.1% | Reduced |
| Earnest Partners LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $1.65K | 0.00% | +2+66.7% | Added |
| Quent Capital, LLC | 6 | $1.98K | 0.00% | −7−53.8% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.98K | 0.00% | +6 | New |
| Spire Wealth Management | 7 | $2.00K | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $2.45K | 0.00% | −1−12.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.64K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8 | $2.64K | 0.00% | +8 | New |
| Ellevest, Inc. | 9 | $2.97K | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.29K | 0.00% | +10 | New |
| Accel Wealth Management | 11 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.95K | 0.00% | −5−29.4% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $5.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $6.00K | 0.00% | −1−5.6% | Reduced |
| Ameliora Wealth Management Ltd. | 20 | $6.59K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 24 | $7.91K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 32 | $10.5K | 0.00% | −5−13.5% | Reduced |
| First Manhattan Co | 33 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 36 | $11.9K | 0.00% | +2+5.9% | Added |
| GWM Advisors LLC | 41 | $12.9K | 0.00% | +41 | New |
| Cary Street Partner Investment Advisory LLC | 40 | $13.2K | 0.00% | +40 | New |
| IFP Advisors, Inc | 55 | $14.0K | 0.00% | −34−38.2% | Reduced |
| Sandy Spring Bank | 43 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46 | $15.0K | 0.00% | +20+76.9% | Added |
| Harvest Fund Management Co., Ltd | 45 | $15.0K | 0.00% | +45 | New |
| Dark Forest Capital Management LP | 46 | $15.2K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 48 | $16.0K | 0.00% | −3−5.9% | Reduced |
| Geneos Wealth Management Inc. | 50 | $16.5K | 0.00% | −21−29.6% | Reduced |
| West Branch Capital LLC | 50 | $16.5K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 57 | $19.0K | 0.01% | −1−1.7% | Reduced |
| Salem Investment Counselors Inc | 60 | $19.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $21.7K | 0.00% | +66 | New |
| Cutler Group LP | 68 | $22.0K | 0.00% | +68 | New |
| Eagle Bay Advisors LLC | 70 | $23.1K | 0.01% | −16−18.6% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $23.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $31.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $31.0K | 0.00% | +94 | New |
| Signaturefd, LLC | 97 | $32.0K | 0.00% | −2−2.0% | Reduced |
| Concord Wealth Partners | 100 | $33.0K | 0.01% | +100 | New |
| Kelly Financial Services LLC | 102 | $33.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 118 | $42.0K | 0.00% | −1,120−90.5% | Reduced |
| Parallel Advisors, LLC | 134 | $44.2K | 0.00% | −27−16.8% | Reduced |
| First Command Bank | 145 | $48.0K | 0.01% | −8−5.2% | Reduced |
| First Command Financial Services, Inc. | 145 | $48.0K | 0.01% | −8−5.2% | Reduced |
| Endurance Wealth Management, Inc. | 150 | $49.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $49.4K | 0.03% | −70−31.8% | Reduced |
| HM Payson & Co | 150 | $49.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $51.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 160 | $52.7K | 0.00% | +27+20.3% | Added |
| Amundi | 158 | $54.4K | 0.00% | +68+75.6% | Added |
| Lazard Asset Management LLC | 181 | $59.0K | 0.00% | +21+13.1% | Added |
| New Hampshire Trust | 225 | $74.1K | 0.02% | +225 | New |
| CoreCap Advisors, LLC | 226 | $74.5K | 0.01% | +226 | New |
| Steward Partners Investment Advisory, LLC | 245 | $80.7K | 0.00% | −110−31.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 255 | $84.0K | 0.03% | +255 | New |
| AdvisorShares Investments LLC | 255 | $84.0K | 0.02% | −24−8.6% | Reduced |
| Advisory Services Network, LLC | 283 | $93.3K | 0.00% | −1,576−84.8% | Reduced |
| Seaport Global Advisors, LLC | 291 | $95.9K | 0.33% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $98.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 325 | $107.1K | 0.01% | +22+7.3% | Added |
| Umb Bank N A | 334 | $111.0K | 0.00% | −90−21.2% | Reduced |
| Capital Impact Advisors, LLC | 341 | $112.4K | 0.11% | 00.0% | Unchanged |
| CNB Bank | 355 | $117.0K | 0.07% | +18+5.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $126.2K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 383 | $126.2K | 0.01% | +383 | New |
| Allworth Financial LP | 402 | $132.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 438 | $144.0K | 0.00% | +25+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $148.3K | 0.00% | +38+9.2% | Added |
| Oakworth Capital, Inc. | 500 | $164.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 563 | $185.5K | 0.00% | +125+28.5% | Added |
| Van Eck Associates Corp | 601 | $198.0K | 0.00% | +601 | New |
| CIBC World Markets Inc. | 611 | $201.0K | 0.00% | +611 | New |
| Cetera Investment Advisers | 611 | $201.3K | 0.00% | +611 | New |
| Captrust Financial Advisors | 636 | $209.6K | 0.00% | +636 | New |
| XR Securities LLC | 648 | $213.5K | 0.25% | +648 | New |
| Stifel Financial Corp | 652 | $214.9K | 0.00% | −593−47.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 671 | $221.1K | 0.01% | −5,160−88.5% | Reduced |