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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.

Q3 2023 vs. Q2 2023

How the institutions holding Boston Beer Co Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SAM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2975324+32
Shares7.88M1.56K7.76M−120.9K (−1.5%)
Value$2.43B$480.3K$3.04B+$607.2M (+25.0%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held Boston Beer Co Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SAM in Q3 2023
InstitutionSharesValue% of portfolio
Squarepoint Ops LLC35,955$14.0M0.07%
Los Angeles Capital Management LLC26,379$10.3M0.04%
Quantinno Capital Management LP8,175$3.18M0.14%
Renaissance Technologies LLC7,500$2.92M0.00%
First Trust Advisors LP6,095$2.37M0.00%
Comerica Bank5,733$2.23M0.01%
Engineers Gate Manager LP3,061$1.19M0.04%
Schonfeld Strategic Advisors LLC2,950$1.15M0.01%
Edgestream Partners, L.P.2,711$1.06M0.08%
Macquarie Group Ltd2,360$919.0K0.00%
Symphony Financial, Ltd. Co.2,100$826.8K0.20%
NBC Securities, Inc.1,722$670.0K0.07%
Cresset Asset Management, LLC1,682$655.2K0.00%
Landscape Capital Management, L.L.C.1,208$470.6K0.06%
Gilbert & Cook, Inc.1,112$433.2K0.07%
Pictet Asset Management Holding SA1,100$428.5K0.00%
Kingsview Wealth Management, LLC925$360.3K0.01%
Stratos Wealth Partners, LTD.893$347.9K0.01%
Pinebridge Investments, L.P.829$322.9K0.00%
Wealth Enhancement Advisory Services, LLC745$290.0K0.00%
Dakota Wealth Management702$273.5K0.01%
Advisory Services Network, LLC663$258.3K0.01%
JustInvest LLC629$245.0K0.01%
CIBC World Markets Inc.611$238.0K0.00%
Private Advisor Group, LLC607$236.4K0.00%
Sovereign Financial Group, Inc.600$233.7K0.08%
Mission Wealth Management, LP583$226.9K0.01%
Envestnet Portfolio Solutions, Inc.576$224.4K0.00%
Camden Capital, LLC569$221.6K0.03%
Atria Wealth Solutions, Inc.559$217.7K0.00%
Thoroughbred Financial Services, LLC559$217.0K0.02%
Merriman Wealth Management, LLC555$216.2K0.01%
Sigma Planning Corp552$215.0K0.01%
First National Bank Sioux Falls545$212.3K0.13%
Old National Bancorp540$210.3K0.01%
HighTower Advisors, LLC530$209.0K0.00%
Lazard Asset Management LLC155$60.0K0.00%
DekaBank Deutsche Girozentrale155$59.0K0.00%
First Command Advisory Services, Inc.145$56.5K0.00%
KBC Group NV133$52.0K0.00%
Venturi Wealth Management, LLC52$20.3K0.00%
Washington Trust Co46$17.9K0.00%
Cullen/Frost Bankers, Inc.33$12.9K0.00%
Indiana Trust & Investment Management CO33$12.9K0.01%
Baker Avenue Asset Management, LP22$8.57K0.00%
GPS Wealth Strategies Group, LLC20$7.79K0.00%
Jamison Private Wealth Management, Inc.20$7.79K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$5.84K0.00%
Fortis Group Advisors, LLC15$5.84K0.00%
Stonebridge Capital Advisors LLC10$3.90K0.00%
LGT Financial Advisors LLC10$3.90K0.00%
Toth Financial Advisory Corp8$3.12K0.00%
SRS Capital Advisors, Inc.6$2.34K0.00%
Steward Financial Group LLC3$1.00K0.00%
Authentikos Wealth Advisory, LLC2$7790.00%
DHJJ Financial Advisors, Ltd.1$3900.00%
VitalStone Financial, LLC1$00.00%

Sold out (25)

Institutions that held Boston Beer Co Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (5)

Institutions that held Boston Beer Co Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SAM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA1,100$339.3K
Endurance Wealth Management, Inc.150$46.0K
First Command Bank145$44.7K
First Command Financial Services, Inc.145$44.7K
Coastal Capital Group, Inc.18$5.55K