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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.

Institutional holdersQ2 2023: 297 institutions
Q1 2021: 413 institutionsQ2 2021: 454 institutionsQ3 2021: 376 institutionsQ4 2021: 382 institutionsQ1 2022: 325 institutionsQ2 2022: 316 institutionsQ3 2022: 299 institutionsQ4 2022: 318 institutionsQ1 2023: 304 institutionsQ2 2023: 297 institutionsQ3 2023: 324 institutionsQ4 2023: 342 institutionsQ1 2024: 326 institutionsQ2 2024: 325 institutionsQ3 2024: 332 institutionsQ4 2024: 347 institutionsQ1 2025: 328 institutionsQ2 2025: 348 institutionsQ3 2025: 357 institutionsQ4 2025: 348 institutionsQ1 2026: 370 institutionsQ2 2026: 330 institutions
Value heldQ2 2023: $2.43B
Q1 2021: $10.6BQ2 2021: $9.09BQ3 2021: $4.13BQ4 2021: $3.86BQ1 2022: $2.99BQ2 2022: $2.59BQ3 2022: $2.75BQ4 2022: $2.69BQ1 2023: $2.66BQ2 2023: $2.43BQ3 2023: $3.04BQ4 2023: $2.57BQ1 2024: $2.22BQ2 2024: $2.17BQ3 2024: $2.04BQ4 2024: $2.23BQ1 2025: $1.75BQ2 2025: $1.48BQ3 2025: $1.67BQ4 2025: $1.47BQ1 2026: $1.80BQ2 2026: $1.53B
Institutions holding SAM and their total value by quarter
QuarterHoldersValue
Q2 2026330$1.53B
Q1 2026370$1.80B
Q4 2025348$1.47B
Q3 2025357$1.67B
Q2 2025348$1.48B
Q1 2025328$1.75B
Q4 2024347$2.23B
Q3 2024332$2.04B
Q2 2024325$2.17B
Q1 2024326$2.22B
Q4 2023342$2.57B
Q3 2023324$3.04B
Q2 2023297$2.43B
Q1 2023304$2.66B
Q4 2022318$2.69B
Q3 2022299$2.75B
Q2 2022316$2.59B
Q1 2022325$2.99B
Q4 2021382$3.86B
Q3 2021376$4.13B
Q2 2021454$9.09B
Q1 2021413$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.

Institutions holding SAM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Global Investment Management CO972$299.8K0.06%−7−0.7%Reduced
Echo Street Capital Management LLC983$303.2K0.00%+983New
Cetera Advisor Networks LLC988$304.7K0.00%−92−8.5%Reduced
Jefferies Financial Group Inc.1,001$308.7K0.01%+1,001New
Congress Asset Management Co1,010$311.5K0.00%00.0%Unchanged
Teacher Retirement System of Texas1,017$314.0K0.00%−117−10.3%Reduced
Raymond James & Associates1,054$325.1K0.00%−262−19.9%Reduced
Centiva Capital, LP1,063$327.9K0.02%+1,063New
Camelot Portfolios, LLC1,080$333.1K0.21%+1,080New
Texas Yale Capital Corp.1,082$333.7K0.02%−4−0.4%Reduced
Aquatic Capital Management LLC1,100$339.0K0.02%+1,100New
Pictet Asset Management SA1,100$339.3K0.00%00.0%Unchanged
Bank of Montreal1,010$341.6K0.00%−953−48.5%Reduced
Algert Global LLC1,151$355.0K0.02%−620−35.0%Reduced
State of Alaska, Department of Revenue1,164$359.0K0.00%−138−10.6%Reduced
Caldwell Trust Co1,200$370.1K0.05%00.0%Unchanged
Studio Investment Management LLC1,229$379.1K0.11%+40+3.4%Added
SG Americas Securities, LLC1,234$381.0K0.00%−2,693−68.6%Reduced
Millennium Management LLC1,256$387.4K0.00%+1,256New
AlphaMark Advisors, LLC1,265$390.0K0.18%+170+15.5%Added
Simplex Trading, LLC1,283$395.0K0.02%+1,283New
Zurcher Kantonalbank (Zurich Cantonalbank)1,322$407.8K0.00%00.0%Unchanged
HGK Asset Management Inc1,339$413.0K0.13%−192−12.5%Reduced
Guggenheim Capital LLC1,340$413.3K0.00%+146+12.2%Added
Public Employees Retirement Association of Colorado1,347$415.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC1,358$419.0K0.00%+115+9.3%Added
Pine Haven Investment Counsel, Inc1,366$421.3K0.42%−25−1.8%Reduced
Susquehanna Fundamental Investments, LLC1,415$436.4K0.02%−2,460−63.5%Reduced
Investors Research Corp1,450$447.2K0.11%00.0%Unchanged
NJ State Employees Deferred Compensation Plan1,500$462.7K0.07%00.0%Unchanged
Virginia Retirement Systems Et Al1,500$462.7K0.00%+1,500New
Point72 Middle East FZE1,513$466.7K0.03%+1,513New
Versor Investments LP1,519$468.5K0.08%+18+1.2%Added
State of Tennessee, Treasury Department1,521$469.1K0.00%00.0%Unchanged
Peapack Gladstone Financial Corp1,551$478.0K0.01%−49−3.1%Reduced
Stifel Financial Corp1,554$479.3K0.00%+511+49.0%Added
Wolverine Trading, LLC1,562$483.7K0.01%−1,906−55.0%Reduced
Trust Co of Vermont1,580$487.3K0.03%00.0%Unchanged
Virtu Financial LLC1,591$491.0K0.04%+344+27.6%Added
Allianz Asset Management GmbH1,782$549.6K0.00%+600+50.8%Added
South Dakota Investment Council1,795$554.0K0.01%−400−18.2%Reduced
New Mexico Educational Retirement Board1,900$586.0K0.03%+200+11.8%Added
Victory Capital Management Inc1,900$586.0K0.00%−277−12.7%Reduced
Nisa Investment Advisors, LLC1,923$593.1K0.00%−1−0.1%Reduced
Russell Investments Group, Ltd.1,937$597.4K0.00%−1,702−46.8%Reduced
Intech Investment Management LLC1,947$600.5K0.01%+1,947New
Pacer Advisors, Inc.2,018$622.4K0.00%+2,018New
Xponance, Inc.2,083$642.5K0.01%−79−3.7%Reduced
Northwestern Mutual Investment Management Company, LLC2,086$643.4K0.02%−5−0.2%Reduced
Federated Hermes, Inc.2,120$653.9K0.00%+270+14.6%Added
Pearl River Capital, LLC2,149$662.8K0.11%−302−12.3%Reduced
Ergoteles LLC2,190$675.5K0.03%−2,629−54.6%Reduced
Tower Research Capital LLC (TRC)2,193$676.4K0.02%+1,289+142.6%Added
SEI Investments Co2,198$679.0K0.00%−9,197−80.7%Reduced
Assetmark, Inc2,243$691.8K0.00%+339+17.8%Added
Assenagon Asset Management S.A.2,276$702.0K0.00%+2,276New
State of Michigan Retirement System2,283$704.2K0.00%−100−4.2%Reduced
Ameritas Investment Partners, Inc.2,344$723.0K0.03%−56−2.3%Reduced
Creative Planning2,406$742.1K0.00%−794−24.8%Reduced
Bank Hapoalim BM2,551$787.0K0.11%−30−1.2%Reduced
Cardinal Capital Management2,654$818.6K0.16%+60+2.3%Added
Liberty One Investment Management, LLC2,678$826.0K0.11%+297+12.5%Added
Louisiana State Employees Retirement System2,700$832.8K0.02%+200+8.0%Added
Oregon Public Employees Retirement Fund2,715$837.4K0.01%−61−2.2%Reduced
Arizona State Retirement System2,725$840.5K0.01%−90−3.2%Reduced
Truadvice, LLC2,477$893.3K0.33%+1,226+98.0%Added
Quadrature Capital Ltd2,954$910.4K0.02%−506−14.6%Reduced
Founders Capital Management, LLC2,995$923.8K0.21%00.0%Unchanged
Semus Wealth Partners LLC3,050$940.7K0.86%−300−9.0%Reduced
The PNC Financial Services Group, Inc.3,093$954.0K0.00%+67+2.2%Added
Group One Trading, L.P.3,263$1.01M0.04%−972−23.0%Reduced
AMG National Trust Bank3,282$1.01M0.03%−31−0.9%Reduced
Van Eck Associates Corp3,358$1.04M0.00%+1,518+82.5%Added
Yousif Capital Management, LLC3,486$1.08M0.01%−156−4.3%Reduced
Shaker Investments LLC3,497$1.08M0.55%−976−21.8%Reduced
Icon Advisers Inc3,600$1.11M0.28%00.0%Unchanged
Advisor Group Holdings, Inc.3,617$1.12M0.00%−140−3.7%Reduced
Koss-Olinger Consulting, LLC3,914$1.21M0.14%+121+3.2%Added
LPL Financial LLC3,964$1.22M0.00%−1,413−26.3%Reduced
Dynamic Technology Lab Private Ltd4,000$1.23M0.16%+4,000New
Treasurer of the State of North Carolina4,107$1.27M0.01%−20−0.5%Reduced
Public Employees Retirement System of Ohio4,366$1.35M0.01%−444−9.2%Reduced
Heartland Advisors Inc4,381$1.35M0.08%+16+0.4%Added
Nomura Asset Management Co Ltd4,385$1.35M0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.4,465$1.38M0.02%+195+4.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,538$1.40M0.01%+292+6.9%Added
Janus Henderson Group PLC4,582$1.41M0.00%−4−0.1%Reduced
Teachers Retirement System of the State of Kentucky4,591$1.42M0.01%+156+3.5%Added
Schechter Investment Advisors, LLC4,908$1.51M0.14%−656−11.8%Reduced
Qube Research & Technologies Ltd4,993$1.54M0.01%+4,993New
Illinois Municipal Retirement Fund5,183$1.60M0.03%+982+23.4%Added
Bokf, NA5,215$1.61M0.03%+3+0.1%Added
PEAK6 Investments LLC5,276$1.63M0.14%+1,615+44.1%Added
MetLife Investment Management5,988$1.85M0.01%−151−2.5%Reduced
Financial Counselors Inc6,081$1.88M0.04%+137+2.3%Added
Element Capital Management LLC6,169$1.90M0.13%+6,169New
Trexquant Investment LP6,194$1.91M0.05%+6,194New
Duality Advisers, LP6,359$1.96M0.25%−445−6.5%Reduced
Asset Management Group, Inc.6,383$1.97M0.42%00.0%Unchanged
Alberta Investment Management Corp6,409$1.98M0.02%+948+17.4%Added