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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 885 | $291.6K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 880 | $290.0K | 0.00% | +92+11.7% | Added |
| Simplex Trading, LLC | 876 | $288.0K | 0.01% | +766+696.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 872 | $287.3K | 0.01% | −502−36.5% | Reduced |
| Westwood Holdings Group Inc. | 830 | $274.0K | 0.00% | −1,076−56.5% | Reduced |
| Howe & Rusling Inc | 822 | $270.9K | 0.03% | +126+18.1% | Added |
| Roberts Glore & Co Inc | 801 | $263.9K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 778 | $256.4K | 0.00% | −3−0.4% | Reduced |
| Walleye Capital LLC | 750 | $247.1K | 0.01% | +750 | New |
| Franklin Resources Inc | 744 | $245.2K | 0.00% | +744 | New |
| Deutsche Bank AG | 740 | $243.8K | 0.00% | +440+146.7% | Added |
| Boothbay Fund Management, LLC | 718 | $236.6K | 0.01% | +718 | New |
| AlphaMark Advisors, LLC | 705 | $232.0K | 0.12% | +255+56.7% | Added |
| Sherbrooke Park Advisers LLC | 700 | $230.7K | 0.17% | +700 | New |
| Maryland State Retirement & Pension System | 680 | $224.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 677 | $223.1K | 0.01% | +677 | New |
| Belpointe Asset Management LLC | 672 | $221.4K | 0.01% | +1+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 671 | $221.1K | 0.01% | −5,160−88.5% | Reduced |
| Stifel Financial Corp | 652 | $214.9K | 0.00% | −593−47.6% | Reduced |
| XR Securities LLC | 648 | $213.5K | 0.25% | +648 | New |
| Captrust Financial Advisors | 636 | $209.6K | 0.00% | +636 | New |
| Cetera Investment Advisers | 611 | $201.3K | 0.00% | +611 | New |
| CIBC World Markets Inc. | 611 | $201.0K | 0.00% | +611 | New |
| Van Eck Associates Corp | 601 | $198.0K | 0.00% | +601 | New |
| US Bancorp | 563 | $185.5K | 0.00% | +125+28.5% | Added |
| Oakworth Capital, Inc. | 500 | $164.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 450 | $148.3K | 0.00% | +38+9.2% | Added |
| Nisa Investment Advisors, LLC | 438 | $144.0K | 0.00% | +25+6.1% | Added |
| Allworth Financial LP | 402 | $132.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| CNB Bank | 355 | $117.0K | 0.07% | +18+5.3% | Added |
| Capital Impact Advisors, LLC | 341 | $112.4K | 0.11% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $111.0K | 0.00% | −90−21.2% | Reduced |
| Leonteq Securities AG | 325 | $107.1K | 0.01% | +22+7.3% | Added |
| Brown Brothers Harriman & Co | 300 | $98.9K | 0.00% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 291 | $95.9K | 0.33% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 283 | $93.3K | 0.00% | −1,576−84.8% | Reduced |
| AdvisorShares Investments LLC | 255 | $84.0K | 0.02% | −24−8.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 255 | $84.0K | 0.03% | +255 | New |
| Steward Partners Investment Advisory, LLC | 245 | $80.7K | 0.00% | −110−31.0% | Reduced |
| CoreCap Advisors, LLC | 226 | $74.5K | 0.01% | +226 | New |
| New Hampshire Trust | 225 | $74.1K | 0.02% | +225 | New |
| Lazard Asset Management LLC | 181 | $59.0K | 0.00% | +21+13.1% | Added |
| Amundi | 158 | $54.4K | 0.00% | +68+75.6% | Added |
| Huntington National Bank | 160 | $52.7K | 0.00% | +27+20.3% | Added |
| MCF Advisors LLC | 156 | $51.4K | 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 |
| Endurance Wealth Management, Inc. | 150 | $49.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 134 | $44.2K | 0.00% | −27−16.8% | Reduced |
| TD Waterhouse Canada Inc. | 118 | $42.0K | 0.00% | −1,120−90.5% | Reduced |
| Kelly Financial Services LLC | 102 | $33.6K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $33.0K | 0.01% | +100 | New |
| Signaturefd, LLC | 97 | $32.0K | 0.00% | −2−2.0% | Reduced |
| Addison Advisors LLC | 94 | $31.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $31.0K | 0.00% | +94 | 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 |
| Cutler Group LP | 68 | $22.0K | 0.00% | +68 | New |
| Hollencrest Capital Management | 66 | $21.7K | 0.00% | +66 | New |
| Salem Investment Counselors Inc | 60 | $19.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 57 | $19.0K | 0.01% | −1−1.7% | Reduced |
| Old North State Trust, LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 48 | $16.0K | 0.00% | −3−5.9% | Reduced |
| Dark Forest Capital Management LP | 46 | $15.2K | 0.00% | +46 | New |
| CWM, LLC | 46 | $15.0K | 0.00% | +20+76.9% | Added |
| Harvest Fund Management Co., Ltd | 45 | $15.0K | 0.00% | +45 | New |
| Sandy Spring Bank | 43 | $14.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $14.0K | 0.00% | −34−38.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 40 | $13.2K | 0.00% | +40 | New |
| GWM Advisors LLC | 41 | $12.9K | 0.00% | +41 | New |
| Fifth Third Bancorp | 36 | $11.9K | 0.00% | +2+5.9% | Added |
| First Manhattan Co | 33 | $10.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 32 | $10.5K | 0.00% | −5−13.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.91K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 24 | $7.91K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.59K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $6.00K | 0.00% | −1−5.6% | Reduced |
| Coastal Capital Group, Inc. | 18 | $5.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.95K | 0.00% | −5−29.4% | Reduced |
| Accel Wealth Management | 11 | $3.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 9 | $2.97K | 0.00% | +9 | New |
| Ritter Daniher Financial Advisory LLC | 8 | $2.64K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8 | $2.64K | 0.00% | +8 | New |
| JJJ Advisors Inc. | 7 | $2.45K | 0.00% | −1−12.5% | Reduced |
| Parkside Financial Bank & Trust | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $2.00K | 0.00% | +7 | New |
| Quent Capital, LLC | 6 | $1.98K | 0.00% | −7−53.8% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.98K | 0.00% | +6 | New |