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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
Jacobs Levy Equity Management, Inc6,450$1.99M0.01%−78−1.2%Reduced
Amalgamated Bank6,697$2.07M0.02%−236−3.4%Reduced
Simmons Bank6,791$2.09M0.18%−351−4.9%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital6,862$2.12M0.05%+491+7.7%Added
State of New Jersey Common Pension Fund D6,949$2.14M0.01%00.0%Unchanged
EVR Research LP7,000$2.16M0.58%+7,000New
Manufacturers Life Insurance Company, The7,016$2.16M0.00%−294−4.0%Reduced
Great West Life Assurance Co7,065$2.18M0.01%−871−11.0%Reduced
Gotham Asset Management, LLC7,813$2.41M0.05%−593−7.1%Reduced
Ontario Teachers Pension Plan Board7,922$2.44M0.03%+7,922New
Profit Investment Management, LLC7,954$2.45M1.59%00.0%Unchanged
Texas Permanent School Fund8,265$2.55M0.02%−189−2.2%Reduced
HRT Financial LP8,322$2.57M0.02%+8,322New
Nordea Investment Management AB8,654$2.68M0.00%−3,037−26.0%Reduced
Point72 Asset Management, L.P.8,881$2.74M0.01%−173,832−95.1%Reduced
Two Sigma Investments, LP8,892$2.74M0.01%+5,492+161.5%Added
Price T Rowe Associates Inc9,009$2.78M0.00%−55−0.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.9,276$2.86M0.01%+9,276New
Cubist Systematic Strategies, LLC9,448$2.91M0.03%+9,448New
Credit Suisse AG9,487$2.93M0.00%+750+8.6%Added
State Board of Administration of Florida Retirement System9,494$2.93M0.01%−612−6.1%Reduced
BNP Paribas Arbitrage, SA9,578$2.95M0.01%+2,240+30.5%Added
Canada Pension Plan Investment Board9,700$2.99M0.00%+5,600+136.6%Added
Voya Investment Management LLC9,861$3.04M0.00%+277+2.9%Added
ArrowMark Colorado Holdings LLC10,000$3.08M0.03%+10,000New
Walleye Capital LLC10,214$3.15M0.06%+10,214New
Holocene Advisors, LP10,248$3.16M0.01%−58,061−85.0%Reduced
UBS Asset Management Americas Inc9,755$3.21M0.00%00.0%Unchanged
New York State Common Retirement Fund10,476$3.23M0.00%+52+0.5%Added
Brandywine Global Investment Management, LLC10,777$3.32M0.03%+699+6.9%Added
Envestnet Asset Management Inc10,811$3.33M0.00%+500+4.8%Added
Capital Fund Management S.A.11,426$3.52M0.06%+11,426New
Gamco Investors, Inc. Et Al11,433$3.53M0.04%+3,280+40.2%Added
Walleye Trading LLC12,548$3.87M0.20%−385−3.0%Reduced
Thrivent Financial for Lutherans12,741$3.93M0.01%+10,253+412.1%Added
Alliancebernstein L.P.13,004$4.01M0.00%+131+1.0%Added
Wells Fargo & Company13,366$4.12M0.00%+1,142+9.3%Added
Citadel Advisors LLC13,552$4.18M0.00%+3,078+29.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC13,557$4.18M0.02%−17,729−56.7%Reduced
Royal Bank of Canada14,197$4.38M0.00%+2,717+23.7%Added
American International Group, Inc.14,242$4.39M0.03%−346−2.4%Reduced
New York State Teachers Retirement System14,245$4.39M0.01%−197−1.4%Reduced
Mutual of America Capital Management LLC15,179$4.68M0.05%−6,435−29.8%Reduced
Gabelli Funds LLC15,400$4.75M0.04%+2,300+17.6%Added
Kornitzer Capital Management Inc16,527$5.10M0.10%−847−4.9%Reduced
Gagnon Securities LLC16,541$5.10M1.06%+166+1.0%Added
Citigroup Inc17,109$5.28M0.01%+2,196+14.7%Added
Bridgewater Associates, LP17,353$5.35M0.03%−1,172−6.3%Reduced
Retirement Systems of Alabama18,598$5.74M0.03%−219−1.2%Reduced
Swiss National Bank21,100$6.51M0.00%+100+0.5%Added
Centre Asset Management, LLC23,042$7.11M1.57%+2,659+13.0%Added
Legal & General Group Plc23,675$7.30M0.00%−53−0.2%Reduced
Epoch Investment Partners, Inc.24,360$7.51M0.04%+121+0.5%Added
UBS Group AG25,463$7.85M0.00%+400+1.6%Added
Woodson Capital Management, LP26,000$8.02M1.33%+26,000New
D. E. Shaw & Co., Inc.26,671$8.23M0.01%+12,727+91.3%Added
Nuveen Asset Management, LLC27,610$8.52M0.00%+37+0.1%Added
Bank of America Corp28,766$8.87M0.00%−1,789−5.9%Reduced
Allspring Global Investments Holdings, LLC29,024$8.95M0.01%+2,269+8.5%Added
QV Investors Inc.29,280$9.03M0.81%−930−3.1%Reduced
Rhumbline Advisers30,877$9.52M0.01%+832+2.8%Added
Norges Bank32,432$10.0M0.00%+2,900+9.8%Added
Barclays PLC34,781$10.7M0.01%+3,515+11.2%Added
Jane Street Group, LLC35,472$10.9M0.01%+18,172+105.0%Added
Principal Financial Group Inc35,607$11.0M0.01%−1,757−4.7%Reduced
JPMorgan Chase & Co35,788$11.0M0.00%+10,188+39.8%Added
Fuller & Thaler Asset Management, Inc.35,832$11.1M0.06%+35,832New
Goldman Sachs Group Inc36,356$11.2M0.00%−6,499−15.2%Reduced
Invesco Ltd.40,485$12.5M0.00%+15,637+62.9%Added
Susquehanna International Group, LLP40,656$12.5M0.02%−12,398−23.4%Reduced
Balyasny Asset Management LLC47,452$14.6M0.04%+1,131+2.4%Added
Marshall Wace, LLP47,735$14.7M0.03%+46,887+5,529.1%Added
TD Asset Management Inc51,122$15.8M0.02%−8,682−14.5%Reduced
California State Teachers Retirement System51,691$15.9M0.02%+30,021+138.5%Added
Wellington Management Group LLP52,597$16.2M0.00%+1,560+3.1%Added
Man Group plc60,945$18.8M0.06%––
Morgan Stanley63,948$19.7M0.00%−8,013−11.1%Reduced
American Century Companies Inc67,247$20.7M0.02%+880+1.3%Added
Northern Trust Corp69,009$21.3M0.00%−1,783−2.5%Reduced
AQR Capital Management LLC69,547$21.5M0.05%+37,225+115.2%Added
Candlestick Capital Management LP75,000$23.1M0.78%−30,000−28.6%Reduced
Ameriprise Financial Inc75,697$23.3M0.01%+60,491+397.8%Added
Loomis Sayles & Co L P93,534$28.9M0.05%−1,249−1.3%Reduced
Charles Schwab Investment Management Inc100,670$31.1M0.01%−589−0.6%Reduced
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)127,274$39.3M1.38%+18,724+17.2%Added
Dimensional Fund Advisors LP127,757$39.4M0.01%+9,802+8.3%Added
Fisher Asset Management, LLC129,147$39.8M0.02%+939+0.7%Added
Bank of New York Mellon Corp132,668$40.9M0.01%−902−0.7%Reduced
Southernsun Asset Management, LLC133,099$41.1M4.33%+6,789+5.4%Added
Geode Capital Management, LLC137,739$42.5M0.00%+6,897+5.3%Added
Baird Financial Group, Inc.157,125$48.5M0.13%−983−0.6%Reduced
State Street Corp261,664$80.7M0.00%+1,612+0.6%Added
BlackRock Inc.824,564$254.3M0.01%−4,540−0.5%Reduced
Vanguard Group Inc900,701$277.8M0.01%−6,988−0.8%Reduced
T. Rowe Price Investment Management, Inc.1,041,064$321.1M0.22%−91,109−8.0%Reduced
FMR LLC1,522,903$469.7M0.04%+18,591+1.2%Added
Activest Wealth Management15––00.0%Unchanged
Champlain Investment Partners, LLC0$00.00%−261,660−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−6,006−100.0%Sold out
HSBC Holdings PLC0$00.00%−4,584−100.0%Sold out