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, Q2 2023
Institutional positions in Boston Beer Co Inc as of Jun 30, 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
- 297
- −6 vs. Q1 2023
- Shares held
- 7.88M
- −182.7K (−2.3%) vs. Q1 2023
- Total value
- $2.43B
- −$226.8M (−8.5%) vs. Q1 2023
- New holders
- 35
- 92 more added
- Sold out
- 41
- 99 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $308 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $308 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $308 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 1 | $309 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $316 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $617 | 0.00% | −1−33.3% | Reduced |
| Lindbrook Capital, LLC | 2 | $617 | 0.00% | −1−33.3% | Reduced |
| Bell Investment Advisors, Inc | 2 | $617 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $617 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $925 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $926 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| WR Wealth Planners, LLC | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $1.85K | 0.00% | −1−14.3% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8 | $2.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $2.16K | 0.00% | −1−12.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 9 | $2.78K | 0.00% | −52−85.2% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $3.00K | 0.00% | −27−75.0% | Reduced |
| TSFG, LLC | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| NVWM, LLC | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 13 | $4.00K | 0.00% | +12+1,200.0% | Added |
| Coastal Capital Group, Inc. | 18 | $5.55K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.17K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 21 | $6.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $6.79K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.40K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $7.71K | 0.00% | +25 | New |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $10.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 41 | $12.6K | 0.00% | +39+1,950.0% | Added |
| Federation des caisses Desjardins du Quebec | 43 | $13.3K | 0.00% | −29−40.3% | Reduced |
| Sandy Spring Bank | 43 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 45 | $13.9K | 0.00% | −53−54.1% | Reduced |
| Covestor Ltd | 43 | $14.0K | 0.01% | +42+4,200.0% | Added |
| Kozak & Associates, Inc. | 49 | $15.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $15.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $15.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $15.4K | 0.00% | +2+4.2% | Added |
| CWM, LLC | 53 | $16.0K | 0.00% | +1+1.9% | Added |
| Trivant Custom Portfolio Group, LLC | 60 | $18.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $18.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $18.8K | 0.00% | −24−28.2% | Reduced |
| Hollencrest Capital Management | 66 | $20.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $21.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 76 | $23.4K | 0.00% | +72+1,800.0% | Added |
| Global Retirement Partners, LLC | 77 | $23.8K | 0.00% | +1+1.3% | Added |
| Addison Advisors LLC | 94 | $29.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $29.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $30.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 102 | $31.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $34.9K | 0.00% | −25−18.1% | Reduced |
| TD Waterhouse Canada Inc. | 114 | $38.4K | 0.00% | −3−2.6% | Reduced |
| Leonteq Securities AG | 139 | $42.9K | 0.00% | +49+54.4% | Added |
| Newbridge Financial Services Group, Inc. | 140 | $43.2K | 0.02% | −10−6.7% | Reduced |
| First Command Bank | 145 | $44.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 145 | $44.7K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $46.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $48.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $49.5K | 0.01% | +160 | New |
| Farther Finance Advisors, LLC | 200 | $61.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 206 | $63.5K | 0.00% | +29+16.4% | Added |
| Steward Partners Investment Advisory, LLC | 281 | $86.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $103.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $118.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 402 | $124.0K | 0.00% | +1+0.2% | Added |
| CNB Bank | 424 | $130.8K | 0.08% | +30+7.6% | Added |
| Oakworth Capital, Inc. | 500 | $154.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 502 | $154.8K | 0.00% | +13+2.7% | Added |
| National Bank of Canada | 551 | $169.8K | 0.00% | +281+104.1% | Added |
| Northwestern Mutual Wealth Management Co | 645 | $198.9K | 0.00% | +154+31.4% | Added |
| Verition Fund Management LLC | 650 | $200.5K | 0.00% | +650 | New |
| Deutsche Bank AG | 652 | $201.1K | 0.00% | −89−12.0% | Reduced |
| Franklin Resources Inc | 673 | $207.6K | 0.00% | −27−3.9% | Reduced |
| Captrust Financial Advisors | 679 | $209.4K | 0.00% | +34+5.3% | Added |
| Maryland State Retirement & Pension System | 680 | $209.7K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 746 | $230.1K | 0.00% | −17−2.2% | Reduced |
| Greenleaf Trust | 762 | $235.0K | 0.00% | +9+1.2% | Added |
| Two Sigma Securities, LLC | 762 | $235.0K | 0.02% | +762 | New |
| Occudo Quantitative Strategies LP | 825 | $254.5K | 0.03% | +825 | New |
| Toroso Investments, LLC | 867 | $267.0K | 0.01% | +62+7.7% | Added |
| Howe & Rusling Inc | 882 | $272.0K | 0.03% | +60+7.3% | Added |
| Securian Asset Management, Inc | 885 | $273.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 889 | $274.2K | 0.00% | −155−14.8% | Reduced |
| Eukles Asset Management | 891 | $274.8K | 0.14% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 894 | $275.7K | 0.09% | +45+5.3% | Added |
| State of Wisconsin Investment Board | 966 | $298.0K | 0.00% | −257−21.0% | Reduced |