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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 753 | $247.5K | 0.00% | −127−14.4% | Reduced |
| Deutsche Bank AG | 741 | $243.6K | 0.00% | +1+0.1% | Added |
| Franklin Resources Inc | 700 | $230.1K | 0.00% | −44−5.9% | Reduced |
| Maryland State Retirement & Pension System | 680 | $223.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 670 | $220.2K | 0.01% | −2−0.3% | Reduced |
| Quantbot Technologies LP | 650 | $213.7K | 0.02% | −726−52.8% | Reduced |
| Captrust Financial Advisors | 645 | $212.0K | 0.00% | +9+1.4% | Added |
| CIBC World Markets Inc. | 637 | $209.0K | 0.00% | +26+4.3% | Added |
| Contravisory Investment Management, Inc. | 630 | $207.1K | 0.06% | +630 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 562 | $184.7K | 0.00% | −3,001−84.2% | Reduced |
| Oakworth Capital, Inc. | 500 | $164.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 491 | $161.4K | 0.00% | +41+9.1% | Added |
| US Bancorp | 489 | $160.7K | 0.00% | −74−13.1% | Reduced |
| Allworth Financial LP | 401 | $131.8K | 0.00% | −1−0.2% | Reduced |
| CNB Bank | 394 | $129.5K | 0.08% | +39+11.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $125.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $109.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $98.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 281 | $92.4K | 0.00% | +36+14.7% | Added |
| National Bank of Canada | 270 | $87.8K | 0.00% | −1,940−87.8% | Reduced |
| New Hampshire Trust | 225 | $74.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 209 | $68.7K | 0.00% | −74−26.1% | Reduced |
| Farther Finance Advisors, LLC | 200 | $65.7K | 0.02% | +200 | New |
| Dark Forest Capital Management LP | 185 | $60.8K | 0.01% | +139+302.2% | Added |
| Huntington National Bank | 177 | $58.2K | 0.00% | +17+10.6% | Added |
| MCF Advisors LLC | 156 | $51.3K | 0.00% | 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 |
| Endurance Wealth Management, Inc. | 150 | $49.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 145 | $47.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 145 | $47.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $45.4K | 0.00% | +4+3.0% | Added |
| TD Waterhouse Canada Inc. | 117 | $42.1K | 0.00% | −1−0.8% | Reduced |
| Lazard Asset Management LLC | 114 | $37.0K | 0.00% | −67−37.0% | Reduced |
| Kelly Financial Services LLC | 102 | $33.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $32.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $32.2K | 0.00% | +62+172.2% | Added |
| Addison Advisors LLC | 94 | $30.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $30.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 90 | $29.6K | 0.00% | −235−72.3% | Reduced |
| Quadrant Capital Group LLC | 85 | $27.9K | 0.00% | +53+165.6% | Added |
| Federation des caisses Desjardins du Quebec | 72 | $23.7K | 0.00% | −1,375−95.0% | Reduced |
| Global Retirement Partners, LLC | 76 | $23.1K | 0.00% | +66+660.0% | Added |
| Harbor Investment Advisory, LLC | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $21.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $21.2K | 0.00% | +28+50.9% | Added |
| Signaturefd, LLC | 61 | $20.1K | 0.00% | −36−37.1% | Reduced |
| Salem Investment Counselors Inc | 60 | $19.7K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $19.7K | 0.01% | +60 | New |
| Old North State Trust, LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 52 | $17.0K | 0.00% | +6+13.0% | Added |
| West Branch Capital LLC | 50 | $16.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 49 | $16.1K | 0.01% | +49 | New |
| Massmutual Trust Co FSB | 48 | $15.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $14.5K | 0.01% | +44 | New |
| Sandy Spring Bank | 43 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $12.0K | 0.00% | +19+111.8% | Added |
| Cape Investment Advisory, Inc. | 34 | $11.2K | 0.01% | +34 | New |
| First Manhattan Co | 33 | $10.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $7.23K | 0.00% | −1,580−98.6% | Reduced |
| WealthPLAN Partners, LLC | 21 | $6.90K | 0.00% | +21 | New |
| Ameliora Wealth Management Ltd. | 20 | $6.57K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.57K | 0.01% | +20 | New |
| Coastal Capital Group, Inc. | 18 | $5.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $5.00K | 0.00% | −43−75.4% | Reduced |
| Activest Wealth Management | 15 | $4.91K | 0.00% | +15 | New |
| Accel Wealth Management | 11 | $3.62K | 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 |
| 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 |
| JJJ Advisors Inc. | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Parkside Financial Bank & Trust | 6 | $1.97K | 0.00% | −1−14.3% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.97K | 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 |
| 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 |
| Sunbelt Securities, Inc. | 5 | $1.64K | 0.00% | +5 | 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 |
| 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 |
| Bell Investment Advisors, Inc | 2 | $658 | 0.00% | −1−33.3% | Reduced |
| GWM Advisors LLC | 2 | $657 | 0.00% | −39−95.1% | Reduced |
| Gradient Investments LLC | 2 | $657 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $337 | 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 |