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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 885 | $273.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 882 | $272.0K | 0.03% | +60+7.3% | Added |
| Toroso Investments, LLC | 867 | $267.0K | 0.01% | +62+7.7% | Added |
| Occudo Quantitative Strategies LP | 825 | $254.5K | 0.03% | +825 | New |
| Greenleaf Trust | 762 | $235.0K | 0.00% | +9+1.2% | Added |
| Two Sigma Securities, LLC | 762 | $235.0K | 0.02% | +762 | New |
| Prudential Financial Inc | 746 | $230.1K | 0.00% | −17−2.2% | Reduced |
| Maryland State Retirement & Pension System | 680 | $209.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 679 | $209.4K | 0.00% | +34+5.3% | Added |
| Franklin Resources Inc | 673 | $207.6K | 0.00% | −27−3.9% | Reduced |
| Deutsche Bank AG | 652 | $201.1K | 0.00% | −89−12.0% | Reduced |
| Verition Fund Management LLC | 650 | $200.5K | 0.00% | +650 | New |
| Northwestern Mutual Wealth Management Co | 645 | $198.9K | 0.00% | +154+31.4% | Added |
| National Bank of Canada | 551 | $169.8K | 0.00% | +281+104.1% | Added |
| US Bancorp | 502 | $154.8K | 0.00% | +13+2.7% | Added |
| Oakworth Capital, Inc. | 500 | $154.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 424 | $130.8K | 0.08% | +30+7.6% | Added |
| Allworth Financial LP | 402 | $124.0K | 0.00% | +1+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 383 | $118.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $103.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 281 | $86.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 206 | $63.5K | 0.00% | +29+16.4% | Added |
| Farther Finance Advisors, LLC | 200 | $61.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $49.5K | 0.01% | +160 | New |
| MCF Advisors LLC | 156 | $48.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $46.3K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 145 | $44.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 145 | $44.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $43.2K | 0.02% | −10−6.7% | Reduced |
| Leonteq Securities AG | 139 | $42.9K | 0.00% | +49+54.4% | Added |
| TD Waterhouse Canada Inc. | 114 | $38.4K | 0.00% | −3−2.6% | Reduced |
| Parallel Advisors, LLC | 113 | $34.9K | 0.00% | −25−18.1% | Reduced |
| Kelly Financial Services LLC | 102 | $31.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $30.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $29.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 77 | $23.8K | 0.00% | +1+1.3% | Added |
| EverSource Wealth Advisors, LLC | 76 | $23.4K | 0.00% | +72+1,800.0% | Added |
| Harbor Investment Advisory, LLC | 70 | $21.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $18.8K | 0.00% | −24−28.2% | Reduced |
| Salem Investment Counselors Inc | 60 | $18.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $18.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 53 | $16.0K | 0.00% | +1+1.9% | Added |
| 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 |
| Kozak & Associates, Inc. | 49 | $15.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $14.0K | 0.01% | +42+4,200.0% | Added |
| Fifth Third Bancorp | 45 | $13.9K | 0.00% | −53−54.1% | Reduced |
| Riverview Trust Co | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 43 | $13.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 43 | $13.3K | 0.00% | −29−40.3% | Reduced |
| GWM Advisors LLC | 41 | $12.6K | 0.00% | +39+1,950.0% | Added |
| Cape Investment Advisory, Inc. | 34 | $10.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $7.71K | 0.00% | +25 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.40K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $6.79K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 21 | $6.48K | 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 |
| Coastal Capital Group, Inc. | 18 | $5.55K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 13 | $4.00K | 0.00% | +12+1,200.0% | Added |
| NVWM, LLC | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $3.00K | 0.00% | −27−75.0% | Reduced |
| TSFG, LLC | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| Signaturefd, LLC | 9 | $2.78K | 0.00% | −52−85.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.16K | 0.00% | −1−12.5% | Reduced |
| Bessemer Group Inc | 8 | $2.00K | 0.00% | +8 | New |
| 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 |
| 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 |
| WR Wealth Planners, LLC | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| O'Dell Group, LLC | 3 | $926 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $925 | 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 |
| Atwood & Palmer Inc | 1 | $316 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $309 | 0.00% | +1 | New |
| 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 |
| Activest Wealth Management | 15 | – | – | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −261,660−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −6,006−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |