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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 318 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 heldQ4 2022: $2.69B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2022.

Institutions holding SAM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Belpointe Asset Management LLC672$221.4K0.01%+1+0.1%Added
Oppenheimer & Co Inc677$223.1K0.01%+677New
Maryland State Retirement & Pension System680$224.1K0.01%00.0%Unchanged
Sherbrooke Park Advisers LLC700$230.7K0.17%+700New
AlphaMark Advisors, LLC705$232.0K0.12%+255+56.7%Added
Boothbay Fund Management, LLC718$236.6K0.01%+718New
Deutsche Bank AG740$243.8K0.00%+440+146.7%Added
Franklin Resources Inc744$245.2K0.00%+744New
Walleye Capital LLC750$247.1K0.01%+750New
Prudential Financial Inc778$256.4K0.00%−3−0.4%Reduced
Roberts Glore & Co Inc801$263.9K0.09%00.0%Unchanged
Howe & Rusling Inc822$270.9K0.03%+126+18.1%Added
Westwood Holdings Group Inc.830$274.0K0.00%−1,076−56.5%Reduced
Northwestern Mutual Investment Management Company, LLC872$287.3K0.01%−502−36.5%Reduced
Simplex Trading, LLC876$288.0K0.01%+766+696.4%Added
Greenleaf Trust880$290.0K0.00%+92+11.7%Added
Securian Asset Management, Inc885$291.6K0.01%00.0%Unchanged
Eukles Asset Management887$292.0K0.17%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital891$293.6K0.01%+891New
Cambridge Investment Research Advisors, Inc.910$300.0K0.00%−342−27.3%Reduced
Symphony Financial, Ltd. Co.950$311.3K0.08%−1,250−56.8%Reduced
SYSTM Wealth Solutions LLC1,005$331.2K0.04%+1,005New
Congress Asset Management Co1,010$332.8K0.00%00.0%Unchanged
Toroso Investments, LLC1,014$334.0K0.01%+1,014New
Raymond James Financial Services Advisors, Inc.1,021$336.4K0.00%−182−15.1%Reduced
Cetera Advisor Networks LLC1,071$352.9K0.00%−869−44.8%Reduced
Pacific Global Investment Management CO1,072$353.2K0.08%−66−5.8%Reduced
Teza Capital Management LLC1,077$354.9K0.07%−366−25.4%Reduced
Teacher Retirement System of Texas1,081$356.0K0.00%−310−22.3%Reduced
Texas Yale Capital Corp.1,086$357.9K0.02%00.0%Unchanged
Two Sigma Securities, LLC1,088$358.5K0.05%+275+33.8%Added
Core Wealth Partners LLC3,954$360.3K0.45%+3,954New
Zurcher Kantonalbank (Zurich Cantonalbank)1,094$360.5K0.00%−177−13.9%Reduced
Pictet Asset Management SA1,100$362.0K0.00%+440+66.7%Added
Studio Investment Management LLC1,165$383.9K0.12%+43+3.8%Added
SG Americas Securities, LLC1,178$388.0K0.01%+698+145.4%Added
Commonwealth Equity Services, LLC1,194$393.0K0.00%−7−0.6%Reduced
Caldwell Trust Co1,200$395.4K0.06%00.0%Unchanged
Canada Pension Plan Investment Board1,200$395.4K0.00%+1,200New
Tower Research Capital LLC (TRC)1,205$397.0K0.02%−703−36.8%Reduced
State of Wisconsin Investment Board1,210$398.7K0.00%−588−32.7%Reduced
Diversified Trust Co1,257$414.0K0.02%−45−3.5%Reduced
Versor Investments LP1,267$417.5K0.04%+1,267New
State of Alaska, Department of Revenue1,322$435.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado1,347$444.0K0.00%00.0%Unchanged
Raymond James & Associates1,357$447.2K0.00%−4,451−76.6%Reduced
Allspring Global Investments Holdings, LLC1,359$447.8K0.00%+1,332+4,933.3%Added
Pine Haven Investment Counsel, Inc1,361$448.5K0.49%+61+4.7%Added
Quantbot Technologies LP1,376$453.4K0.03%−3,475−71.6%Reduced
XTX Topco Ltd1,378$454.1K0.10%−35−2.5%Reduced
Assetmark, Inc1,446$476.5K0.00%+158+12.3%Added
Federation des caisses Desjardins du Quebec1,447$476.8K0.01%−816−36.1%Reduced
New Mexico Educational Retirement Board1,500$494.0K0.03%00.0%Unchanged
NJ State Employees Deferred Compensation Plan1,500$494.3K0.08%00.0%Unchanged
Callodine Capital Management, LP1,500$494.3K0.15%+500+50.0%Added
Investors Research Corp1,502$494.9K0.13%−25−1.6%Reduced
Quantamental Technologies LLC1,508$496.9K0.23%+1,508New
HGK Asset Management Inc1,517$500.0K0.17%−194−11.3%Reduced
Credential Qtrade Securities Inc.1,577$519.7K0.04%−275−14.8%Reduced
Trust Co of Vermont1,580$520.6K0.04%00.0%Unchanged
Peapack Gladstone Financial Corp1,600$527.0K0.01%−95−5.6%Reduced
TD Private Client Wealth LLC1,602$527.9K0.02%−1,457−47.6%Reduced
Davenport & Co LLC1,621$534.0K0.00%−224−12.1%Reduced
State of Tennessee, Treasury Department1,620$534.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd1,771$584.0K0.06%+1,771New
Pacer Advisors, Inc.1,802$593.8K0.00%+1,358+305.9%Added
Winton Group Ltd1,809$596.1K0.04%+1,809New
Janus Henderson Group PLC1,860$613.2K0.00%+1,860New
Echo Street Capital Management LLC1,870$616.2K0.01%+1,870New
Federated Hermes, Inc.1,893$623.8K0.00%−37,465−95.2%Reduced
Rockefeller Capital Management L.P.2,050$675.0K0.00%+96+4.9%Added
Engineers Gate Manager LP2,069$681.8K0.04%−6−0.3%Reduced
Victory Capital Management Inc2,085$687.0K0.00%−10.0%Reduced
Bank of Nova Scotia2,151$708.8K0.00%+2,151New
Xponance, Inc.2,182$719.0K0.01%+176+8.8%Added
National Bank of Canada2,210$728.2K0.00%+2,112+2,155.1%Added
Liberty One Investment Management, LLC2,369$780.6K0.11%−91−3.7%Reduced
State of Michigan Retirement System2,383$785.2K0.01%00.0%Unchanged
Cardinal Capital Management2,497$822.8K0.18%+99+4.1%Added
Louisiana State Employees Retirement System2,500$824.0K0.02%00.0%Unchanged
Thrivent Financial for Lutherans2,511$827.0K0.00%−6−0.2%Reduced
Capula Management Ltd2,510$827.1K0.09%+2,510New
Money Concepts Capital Corp2,515$828.8K0.04%+16+0.6%Added
Balyasny Asset Management LLC2,538$836.3K0.00%+771+43.6%Added
Pearl River Capital, LLC2,578$849.5K0.14%+255+11.0%Added
Semus Wealth Partners LLC2,650$873.2K1.06%+2,650New
Ameritas Investment Partners, Inc.2,447$892.6K0.04%−40−1.6%Reduced
Bank Hapoalim BM2,741$903.0K0.11%00.0%Unchanged
Arizona State Retirement System2,741$903.2K0.01%+104+3.9%Added
Guggenheim Capital LLC2,769$912.4K0.01%−1,533−35.6%Reduced
Oregon Public Employees Retirement Fund2,776$914.7K0.01%+37+1.4%Added
Trexquant Investment LP2,968$978.0K0.03%−4,134−58.2%Reduced
Founders Capital Management, LLC2,995$986.9K0.27%00.0%Unchanged
AMG National Trust Bank3,037$1.00M0.04%+37+1.2%Added
HSBC Holdings PLC3,068$1.00M0.00%−384−11.1%Reduced
The PNC Financial Services Group, Inc.3,148$1.04M0.00%+178+6.0%Added
Comerica Bank3,005$1.08M0.01%−576−16.1%Reduced
Gabelli Funds LLC3,400$1.12M0.01%+250+7.9%Added
Creative Planning3,413$1.12M0.00%+284+9.1%Added
Cim, LLC3,137$1.14M0.23%−88−2.7%Reduced