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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 84,244 | $27.8M | 0.02% | +766+0.9% | Added |
| Loomis Sayles & Co L P | 92,176 | $30.4M | 0.06% | −5,642−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 99,756 | $32.9M | 0.01% | +3,258+3.4% | Added |
| Epoch Investment Partners, Inc. | 103,153 | $34.0M | 0.20% | −43,355−29.6% | Reduced |
| Dimensional Fund Advisors LP | 110,077 | $36.3M | 0.01% | +3,703+3.5% | Added |
| Southernsun Asset Management, LLC | 126,253 | $41.6M | 4.74% | +6,836+5.7% | Added |
| Geode Capital Management, LLC | 127,027 | $41.9M | 0.01% | +6,685+5.6% | Added |
| Bank of New York Mellon Corp | 127,079 | $41.9M | 0.01% | −757−0.6% | Reduced |
| Fisher Asset Management, LLC | 139,013 | $45.8M | 0.03% | −2,343−1.7% | Reduced |
| Goldman Sachs Group Inc | 143,203 | $47.2M | 0.01% | +20,941+17.1% | Added |
| Baird Financial Group, Inc. | 163,214 | $53.8M | 0.14% | +151,393+1,280.7% | Added |
| State Street Corp | 253,867 | $83.7M | 0.00% | +2,798+1.1% | Added |
| Champlain Investment Partners, LLC | 269,600 | $88.8M | 0.57% | +853+0.3% | Added |
| BlackRock Inc. | 842,693 | $277.7M | 0.01% | +42,887+5.4% | Added |
| Vanguard Group Inc | 898,929 | $296.2M | 0.01% | +12,825+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,239,545 | $408.5M | 0.31% | −132,519−9.7% | Reduced |
| FMR LLC | 1,534,018 | $505.5M | 0.05% | +100,605+7.0% | Added |
| Westside Investment Management, Inc. | 40 | – | – | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,219−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −5,408−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Ibex Investors LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sweet Financial Partners, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Cladis Investment Advisory, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |