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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, 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
Healthcare of Ontario Pension Plan Trust Fund3,563$1.17M0.01%+2,456+221.9%Added
Icon Advisers Inc3,600$1.19M0.30%−6,000−62.5%Reduced
Koss-Olinger Consulting, LLC3,676$1.21M0.17%+1,583+75.6%Added
Yousif Capital Management, LLC3,702$1.22M0.02%−46−1.2%Reduced
Oppenheimer Asset Management Inc.4,060$1.34M0.02%−52−1.3%Reduced
Teachers Retirement System of the State of Kentucky4,088$1.35M0.01%−251−5.8%Reduced
Treasurer of the State of North Carolina4,097$1.35M0.01%+55+1.4%Added
Illinois Municipal Retirement Fund4,201$1.38M0.03%00.0%Unchanged
Advisor Group Holdings, Inc.4,225$1.39M0.00%+395+10.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,241$1.40M0.01%+470+12.5%Added
Heartland Advisors Inc4,371$1.44M0.09%+54+1.3%Added
South Dakota Investment Council4,395$1.45M0.03%00.0%Unchanged
Schechter Investment Advisors, LLC4,492$1.48M0.14%+515+12.9%Added
Susquehanna Fundamental Investments, LLC4,501$1.48M0.03%+4,501New
Landscape Capital Management, L.L.C.4,530$1.49M0.22%+4,530New
Jacobs Levy Equity Management, Inc4,545$1.50M0.01%−137,602−96.8%Reduced
Bank of Montreal4,553$1.53M0.00%−1,157−20.3%Reduced
Shaker Investments LLC4,724$1.56M0.97%+4,724New
Holocene Advisors, LP4,845$1.60M0.01%+4,845New
Public Employees Retirement System of Ohio4,952$1.63M0.01%−1,746−26.1%Reduced
Susquehanna International Group, LLP4,975$1.64M0.00%−31,671−86.4%Reduced
Quantinno Capital Management LP5,522$1.82M0.14%+5,522New
Nomura Asset Management Co Ltd5,580$1.84M0.01%00.0%Unchanged
Russell Investments Group, Ltd.5,606$1.85M0.00%−21,544−79.4%Reduced
Financial Counselors Inc5,829$1.92M0.04%−237−3.9%Reduced
Ontario Teachers Pension Plan Board5,982$1.97M0.02%+4,049+209.5%Added
BNP Paribas Arbitrage, SA6,027$1.99M0.00%−2,483−29.2%Reduced
State of New Jersey Common Pension Fund D6,232$2.05M0.01%−371−5.6%Reduced
MetLife Investment Management6,293$2.07M0.02%−185−2.9%Reduced
Asset Management Group, Inc.6,331$2.09M0.49%00.0%Unchanged
Texas Permanent School Fund6,337$2.09M0.03%−508−7.4%Reduced
Duality Advisers, LP6,342$2.09M0.24%+5,532+683.0%Added
Simmons Bank6,370$2.10M0.18%+345+5.7%Added
LPL Financial LLC6,440$2.12M0.00%+1,644+34.3%Added
CenterBook Partners LP6,668$2.20M0.36%+26+0.4%Added
Amalgamated Bank7,183$2.37M0.02%−7−0.1%Reduced
Graham Capital Management, L.P.7,207$2.37M0.09%+7,207New
Two Sigma Investments, LP7,377$2.43M0.01%+4,077+123.5%Added
Manufacturers Life Insurance Company, The7,610$2.51M0.00%−154,041−95.3%Reduced
Gamco Investors, Inc. Et Al7,753$2.55M0.03%−2,782−26.4%Reduced
Profit Investment Management, LLC7,954$2.62M1.84%00.0%Unchanged
Great West Life Assurance Co8,002$2.64M0.01%+1,305+19.5%Added
Brandywine Global Investment Management, LLC8,222$2.71M0.02%+2,690+48.6%Added
UBS Asset Management Americas Inc8,611$2.84M0.00%00.0%Unchanged
Voya Investment Management LLC9,321$3.07M0.00%+756+8.8%Added
PEAK6 Investments LLC9,430$3.11M0.17%+6,674+242.2%Added
SEI Investments Co9,772$3.22M0.01%−150−1.5%Reduced
New York State Common Retirement Fund10,481$3.45M0.00%−7−0.1%Reduced
Credit Suisse AG10,643$3.51M0.00%+2,249+26.8%Added
Twinbeech Capital LP10,734$3.54M0.07%+10,734New
Algert Global LLC11,479$3.78M0.21%−2,238−16.3%Reduced
State Board of Administration of Florida Retirement System11,496$3.79M0.01%−5,320−31.6%Reduced
California State Teachers Retirement System12,245$4.03M0.01%+143+1.2%Added
Wells Fargo & Company13,440$4.43M0.00%−2,853−17.5%Reduced
Alliancebernstein L.P.14,173$4.67M0.00%−16−0.1%Reduced
Marshall Wace, LLP14,203$4.68M0.01%+14,203New
New York State Teachers Retirement System14,442$4.76M0.01%+997+7.4%Added
Citigroup Inc14,555$4.80M0.01%−1,650−10.2%Reduced
Gotham Asset Management, LLC14,629$4.82M0.14%+4,027+38.0%Added
Gagnon Securities LLC14,635$4.82M1.07%+70.0%Added
American International Group, Inc.14,726$4.85M0.03%−327−2.2%Reduced
D. E. Shaw & Co., Inc.14,791$4.87M0.01%−15,805−51.7%Reduced
Ameriprise Financial Inc15,755$5.19M0.00%−32,326−67.2%Reduced
Capital Fund Management S.A.16,646$5.49M0.12%+3,443+26.1%Added
Centre Asset Management, LLC16,761$5.52M1.46%+16,761New
Royal Bank of Canada16,871$5.56M0.00%+2,750+19.5%Added
Qube Research & Technologies Ltd17,521$5.77M0.03%+17,521New
Citadel Advisors LLC17,547$5.78M0.01%−14,036−44.4%Reduced
First Trust Advisors LP17,974$5.92M0.01%−2,227−11.0%Reduced
Millennium Management LLC18,260$6.02M0.01%−113,827−86.2%Reduced
Jane Street Group, LLC18,354$6.05M0.01%+1,569+9.3%Added
Kornitzer Capital Management Inc18,458$6.08M0.12%−329−1.8%Reduced
Retirement Systems of Alabama18,925$6.24M0.03%−10,626−36.0%Reduced
JPMorgan Chase & Co19,482$6.42M0.00%+2,867+17.3%Added
Envestnet Asset Management Inc20,636$6.80M0.00%−1,075−5.0%Reduced
Mutual of America Capital Management LLC22,252$7.33M0.09%−207−0.9%Reduced
Squarepoint Ops LLC22,497$7.41M0.05%+4,255+23.3%Added
Walleye Trading LLC22,738$7.49M0.19%+8,468+59.3%Added
Invesco Ltd.23,024$7.59M0.00%+730+3.3%Added
Legal & General Group Plc23,151$7.63M0.00%+864+3.9%Added
Swiss National Bank23,400$7.71M0.01%+400+1.7%Added
Bridgewater Associates, LP23,545$7.76M0.04%−4,235−15.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC23,644$7.79M0.04%−3,856−14.0%Reduced
Cubist Systematic Strategies, LLC25,950$8.55M0.07%+13,370+106.3%Added
Nuveen Asset Management, LLC28,376$9.35M0.00%−95−0.3%Reduced
AQR Capital Management LLC28,908$9.52M0.02%+12,573+77.0%Added
UBS Group AG29,015$9.56M0.00%+3,393+13.2%Added
Rhumbline Advisers29,274$9.65M0.01%+657+2.3%Added
QV Investors Inc.31,200$10.3M0.98%+5,720+22.4%Added
Bank of America Corp31,690$10.4M0.00%+20,682+187.9%Added
Norges Bank34,943$11.5M0.00%+6,514+22.9%Added
Principal Financial Group Inc37,259$12.3M0.01%+150+0.4%Added
Man Group plc44,365$14.6M0.05%+30,372+217.1%Added
Jarislowsky, Fraser Ltd45,185$14.9M0.10%−31,110−40.8%Reduced
Wellington Management Group LLP45,754$15.1M0.00%−7,062−13.4%Reduced
Price T Rowe Associates Inc46,684$15.4M0.00%−11,269−19.4%Reduced
Barclays PLC58,833$19.4M0.02%+6,023+11.4%Added
Northern Trust Corp69,946$23.0M0.00%−173−0.2%Reduced
TD Asset Management Inc70,117$23.1M0.03%−11,050−13.6%Reduced
Morgan Stanley72,744$24.0M0.00%−14,410−16.5%Reduced