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, Q1 2023
Institutional positions in Boston Beer Co Inc as of Mar 31, 2023. 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
- 304
- −12 vs. Q4 2022
- Shares held
- 8.06M
- −86.5K (−1.1%) vs. Q4 2022
- Total value
- $2.66B
- −$26.7M (−1.0%) vs. Q4 2022
- New holders
- 39
- 94 more added
- Sold out
- 51
- 103 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Logan Capital Management Inc | 1 | $328 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $337 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $657 | 0.00% | −39−95.1% | Reduced |
| Gradient Investments LLC | 2 | $657 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $658 | 0.00% | −1−33.3% | Reduced |
| Lindbrook Capital, LLC | 3 | $986 | 0.00% | −2−40.0% | Reduced |
| Rise Advisors, LLC | 3 | $986 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $986 | 0.00% | +3 | New |
| Spire Wealth Management | 4 | $1.31K | 0.00% | −3−42.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4 | $1.31K | 0.00% | +4 | New |
| Machina Capital S.A.S. | 4 | $1.31K | 0.00% | +4 | New |
| Global Wealth Strategies & Associates | 4 | $1.31K | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 4 | $1.31K | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 5 | $1.64K | 0.00% | +5 | New |
| Ellevest, Inc. | 5 | $1.64K | 0.00% | −4−44.4% | Reduced |
| Earnest Partners LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $1.97K | 0.00% | −6−50.0% | Reduced |
| Quent Capital, LLC | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.97K | 0.00% | −1−14.3% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| JJJ Advisors Inc. | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.63K | 0.00% | −6−42.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $3.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.91K | 0.00% | +15 | New |
| TSFG, LLC | 14 | $5.00K | 0.00% | −43−75.4% | Reduced |
| Coastal Capital Group, Inc. | 18 | $5.92K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.57K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.57K | 0.01% | +20 | New |
| WealthPLAN Partners, LLC | 21 | $6.90K | 0.00% | +21 | New |
| TD Private Client Wealth LLC | 22 | $7.23K | 0.00% | −1,580−98.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.89K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $11.2K | 0.01% | +34 | New |
| Ronald Blue Trust, Inc. | 36 | $12.0K | 0.00% | +19+111.8% | Added |
| Sandy Spring Bank | 43 | $14.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $14.5K | 0.01% | +44 | New |
| Massmutual Trust Co FSB | 48 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 49 | $16.1K | 0.01% | +49 | New |
| West Branch Capital LLC | 50 | $16.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 52 | $17.0K | 0.00% | +6+13.0% | Added |
| Old North State Trust, LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $19.7K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $19.7K | 0.01% | +60 | New |
| Signaturefd, LLC | 61 | $20.1K | 0.00% | −36−37.1% | Reduced |
| IFP Advisors, Inc | 83 | $21.2K | 0.00% | +28+50.9% | Added |
| Hollencrest Capital Management | 66 | $21.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 76 | $23.1K | 0.00% | +66+660.0% | Added |
| Federation des caisses Desjardins du Quebec | 72 | $23.7K | 0.00% | −1,375−95.0% | Reduced |
| Quadrant Capital Group LLC | 85 | $27.9K | 0.00% | +53+165.6% | Added |
| Leonteq Securities AG | 90 | $29.6K | 0.00% | −235−72.3% | Reduced |
| Addison Advisors LLC | 94 | $30.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $30.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $32.2K | 0.00% | +62+172.2% | Added |
| Concord Wealth Partners | 100 | $32.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 102 | $33.5K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 114 | $37.0K | 0.00% | −67−37.0% | Reduced |
| TD Waterhouse Canada Inc. | 117 | $42.1K | 0.00% | −1−0.8% | Reduced |
| Parallel Advisors, LLC | 138 | $45.4K | 0.00% | +4+3.0% | Added |
| First Command Bank | 145 | $47.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 145 | $47.7K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $49.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $49.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $49.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $51.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 177 | $58.2K | 0.00% | +17+10.6% | Added |
| Dark Forest Capital Management LP | 185 | $60.8K | 0.01% | +139+302.2% | Added |
| Farther Finance Advisors, LLC | 200 | $65.7K | 0.02% | +200 | New |
| Advisory Services Network, LLC | 209 | $68.7K | 0.00% | −74−26.1% | Reduced |
| New Hampshire Trust | 225 | $74.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 270 | $87.8K | 0.00% | −1,940−87.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 281 | $92.4K | 0.00% | +36+14.7% | Added |
| Brown Brothers Harriman & Co | 300 | $98.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $109.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $125.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 394 | $129.5K | 0.08% | +39+11.0% | Added |
| Allworth Financial LP | 401 | $131.8K | 0.00% | −1−0.2% | Reduced |
| US Bancorp | 489 | $160.7K | 0.00% | −74−13.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 491 | $161.4K | 0.00% | +41+9.1% | Added |
| Oakworth Capital, Inc. | 500 | $164.3K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 562 | $184.7K | 0.00% | −3,001−84.2% | Reduced |
| Contravisory Investment Management, Inc. | 630 | $207.1K | 0.06% | +630 | New |
| CIBC World Markets Inc. | 637 | $209.0K | 0.00% | +26+4.3% | Added |
| Captrust Financial Advisors | 645 | $212.0K | 0.00% | +9+1.4% | Added |
| Quantbot Technologies LP | 650 | $213.7K | 0.02% | −726−52.8% | Reduced |
| Belpointe Asset Management LLC | 670 | $220.2K | 0.01% | −2−0.3% | Reduced |