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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, Q3 2023

Institutional positions in Boston Beer Co Inc as of Sep 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
324
+32 vs. Q2 2023
Shares held
7.76M
−120.9K (−1.5%) vs. Q2 2023
Total value
$3.04B
+$607.2M (+25.0%) vs. Q2 2023
New holders
57
88 more added
Sold out
25
112 more reduced

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 324 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 heldQ3 2023: $3.04B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2023.

Institutions holding SAM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC1$00.00%+1New
Logan Capital Management Inc1$3900.00%00.0%Unchanged
Raffa Wealth Management, LLC1$3900.00%00.0%Unchanged
Glassman Wealth Services1$3900.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$3900.00%+1New
Atwood & Palmer Inc1$3990.00%00.0%Unchanged
Gradient Investments LLC2$7790.00%00.0%Unchanged
Versant Capital Management, Inc2$7790.00%00.0%Unchanged
Lindbrook Capital, LLC2$7790.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC2$7790.00%+2New
JFS Wealth Advisors, LLC2$7800.00%+1+100.0%Added
Steward Financial Group LLC3$1.00K0.00%+3New
Hexagon Capital Partners LLC3$1.17K0.00%−3−50.0%Reduced
Rise Advisors, LLC3$1.17K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC4$1.56K0.00%−72−94.7%Reduced
Earnest Partners LLC5$1.95K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$2.00K0.00%+1+25.0%Added
Quent Capital, LLC6$2.34K0.00%00.0%Unchanged
Clearstead Advisors, LLC6$2.34K0.00%00.0%Unchanged
Parkside Financial Bank & Trust6$2.34K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.34K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$2.34K0.00%+6New
Prestige Wealth Management Group LLC7$2.73K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.11$3.00K0.00%+2+22.2%Added
Bessemer Group Inc8$3.00K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC8$3.12K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.12K0.00%+8New
NVWM, LLC10$3.90K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$3.90K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC10$3.90K0.00%+10New
LGT Financial Advisors LLC10$3.90K0.00%+10New
TSFG, LLC10$4.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC12$4.67K0.00%+8+200.0%Added
Ci Investments Inc.14$5.00K0.00%+1+7.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$5.84K0.00%+15New
Fortis Group Advisors, LLC15$5.84K0.00%+15New
Activest Wealth Management15$5.84K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.20$7.79K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$7.79K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$7.79K0.00%+20New
Jamison Private Wealth Management, Inc.20$7.79K0.00%+20New
Cape Investment Advisory, Inc.22$8.57K0.00%−12−35.3%Reduced
Baker Avenue Asset Management, LP22$8.57K0.00%+22New
Financial Synergies Wealth Advisors, Inc.24$9.35K0.00%00.0%Unchanged
Nemes Rush Group LLC25$9.74K0.00%00.0%Unchanged
Valley National Advisers Inc29$11.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC30$11.7K0.00%−31−50.8%Reduced
Federation des caisses Desjardins du Quebec31$12.1K0.00%−12−27.9%Reduced
First Manhattan Co33$12.9K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.33$12.9K0.00%+33New
Indiana Trust & Investment Management CO33$12.9K0.01%+33New
Qube Research & Technologies Ltd41$16.0K0.00%−4,952−99.2%Reduced
Sandy Spring Bank43$16.8K0.00%00.0%Unchanged
Riverview Trust Co44$17.1K0.02%00.0%Unchanged
Fifth Third Bancorp45$17.5K0.00%00.0%Unchanged
Kozak & Associates, Inc.49$17.7K0.01%00.0%Unchanged
Washington Trust Co46$17.9K0.00%+46New
West Branch Capital LLC50$19.5K0.01%00.0%Unchanged
Venturi Wealth Management, LLC52$20.3K0.00%+52New
Signaturefd, LLC53$20.6K0.00%+44+488.9%Added
Massmutual Trust Co FSB54$21.0K0.00%+4+8.0%Added
GWM Advisors LLC57$22.2K0.00%+16+39.0%Added
Salem Investment Counselors Inc60$23.4K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC60$23.4K0.02%00.0%Unchanged
Geneos Wealth Management Inc.60$23.4K0.00%+10+20.0%Added
Armstrong Advisory Group, Inc64$24.9K0.00%−30−31.9%Reduced
Hollencrest Capital Management66$25.7K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC70$27.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC70$27.3K0.01%00.0%Unchanged
TD Private Client Wealth LLC71$27.7K0.00%+49+222.7%Added
Newbridge Financial Services Group, Inc.80$31.2K0.02%−60−42.9%Reduced
Covestor Ltd81$32.0K0.02%+38+88.4%Added
Addison Advisors LLC94$36.6K0.02%00.0%Unchanged
Leonteq Securities AG97$37.8K0.00%−42−30.2%Reduced
Kelly Financial Services LLC99$38.7K0.02%−3−2.9%Reduced
Concord Wealth Partners100$39.0K0.01%00.0%Unchanged
Parallel Advisors, LLC112$43.6K0.00%−1−0.9%Reduced
TD Waterhouse Canada Inc.114$49.7K0.00%00.0%Unchanged
KBC Group NV133$52.0K0.00%+133New
First Command Advisory Services, Inc.145$56.5K0.00%+145New
HM Payson & Co150$58.4K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale155$59.0K0.00%+155New
Lazard Asset Management LLC155$60.0K0.00%+155New
MCF Advisors LLC156$60.8K0.01%00.0%Unchanged
ORG Partners LLC160$62.3K0.02%00.0%Unchanged
CWM, LLC193$75.0K0.00%+140+264.2%Added
Farther Finance Advisors, LLC200$77.9K0.01%00.0%Unchanged
Huntington National Bank202$78.7K0.00%−4−1.9%Reduced
Global Retirement Partners, LLC279$105.9K0.01%+202+262.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP328$109.3K0.00%−55−14.4%Reduced
Steward Partners Investment Advisory, LLC281$109.5K0.00%00.0%Unchanged
Umb Bank N A323$125.8K0.00%−11−3.3%Reduced
Allworth Financial LP403$157.0K0.00%+1+0.2%Added
US Bancorp418$162.8K0.00%−84−16.7%Reduced
Oakworth Capital, Inc.500$194.8K0.02%00.0%Unchanged
Deutsche Bank AG532$207.2K0.00%−120−18.4%Reduced
Northwestern Mutual Wealth Management Co533$207.6K0.00%−112−17.4%Reduced
HighTower Advisors, LLC530$209.0K0.00%+530New
Old National Bancorp540$210.3K0.01%+540New
First National Bank Sioux Falls545$212.3K0.13%+545New