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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HRT Financial LP | 755 | $294.0K | 0.00% | −7,567−90.9% | Reduced |
| Truadvice, LLC | 873 | $293.9K | 0.12% | −1,604−64.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 753 | $293.3K | 0.00% | −136−15.3% | Reduced |
| Toroso Investments, LLC | 748 | $291.4K | 0.01% | −119−13.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 745 | $290.0K | 0.00% | +745 | New |
| Dakota Wealth Management | 702 | $273.5K | 0.01% | +702 | New |
| Maryland State Retirement & Pension System | 680 | $264.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 664 | $258.9K | 0.00% | +113+20.5% | Added |
| Franklin Resources Inc | 663 | $258.3K | 0.00% | −10−1.5% | Reduced |
| Advisory Services Network, LLC | 663 | $258.3K | 0.01% | +663 | New |
| Two Sigma Securities, LLC | 634 | $247.0K | 0.01% | −128−16.8% | Reduced |
| JustInvest LLC | 629 | $245.0K | 0.01% | +629 | New |
| CIBC World Markets Inc. | 611 | $238.0K | 0.00% | +611 | New |
| Private Advisor Group, LLC | 607 | $236.4K | 0.00% | +607 | New |
| CNB Bank | 607 | $236.4K | 0.14% | +183+43.2% | Added |
| Sovereign Financial Group, Inc. | 600 | $233.7K | 0.08% | +600 | New |
| Mission Wealth Management, LP | 583 | $226.9K | 0.01% | +583 | New |
| Camelot Portfolios, LLC | 580 | $225.9K | 0.22% | −500−46.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 576 | $224.4K | 0.00% | +576 | New |
| Camden Capital, LLC | 569 | $221.6K | 0.03% | +569 | New |
| Atria Wealth Solutions, Inc. | 559 | $217.7K | 0.00% | +559 | New |
| Thoroughbred Financial Services, LLC | 559 | $217.0K | 0.02% | +559 | New |
| Merriman Wealth Management, LLC | 555 | $216.2K | 0.01% | +555 | New |
| Sigma Planning Corp | 552 | $215.0K | 0.01% | +552 | New |
| First National Bank Sioux Falls | 545 | $212.3K | 0.13% | +545 | New |
| Old National Bancorp | 540 | $210.3K | 0.01% | +540 | New |
| HighTower Advisors, LLC | 530 | $209.0K | 0.00% | +530 | New |
| Northwestern Mutual Wealth Management Co | 533 | $207.6K | 0.00% | −112−17.4% | Reduced |
| Deutsche Bank AG | 532 | $207.2K | 0.00% | −120−18.4% | Reduced |
| Oakworth Capital, Inc. | 500 | $194.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 418 | $162.8K | 0.00% | −84−16.7% | Reduced |
| Allworth Financial LP | 403 | $157.0K | 0.00% | +1+0.2% | Added |
| Umb Bank N A | 323 | $125.8K | 0.00% | −11−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 281 | $109.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $109.3K | 0.00% | −55−14.4% | Reduced |
| Global Retirement Partners, LLC | 279 | $105.9K | 0.01% | +202+262.3% | Added |
| Huntington National Bank | 202 | $78.7K | 0.00% | −4−1.9% | Reduced |
| Farther Finance Advisors, LLC | 200 | $77.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 193 | $75.0K | 0.00% | +140+264.2% | Added |
| ORG Partners LLC | 160 | $62.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $60.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 155 | $60.0K | 0.00% | +155 | New |
| DekaBank Deutsche Girozentrale | 155 | $59.0K | 0.00% | +155 | New |
| HM Payson & Co | 150 | $58.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $56.5K | 0.00% | +145 | New |
| KBC Group NV | 133 | $52.0K | 0.00% | +133 | New |
| TD Waterhouse Canada Inc. | 114 | $49.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 112 | $43.6K | 0.00% | −1−0.9% | Reduced |
| Concord Wealth Partners | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 99 | $38.7K | 0.02% | −3−2.9% | Reduced |
| Leonteq Securities AG | 97 | $37.8K | 0.00% | −42−30.2% | Reduced |
| Addison Advisors LLC | 94 | $36.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $32.0K | 0.02% | +38+88.4% | Added |
| Newbridge Financial Services Group, Inc. | 80 | $31.2K | 0.02% | −60−42.9% | Reduced |
| TD Private Client Wealth LLC | 71 | $27.7K | 0.00% | +49+222.7% | Added |
| Harbor Investment Advisory, LLC | 70 | $27.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $27.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $25.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 64 | $24.9K | 0.00% | −30−31.9% | Reduced |
| Salem Investment Counselors Inc | 60 | $23.4K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $23.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $23.4K | 0.00% | +10+20.0% | Added |
| GWM Advisors LLC | 57 | $22.2K | 0.00% | +16+39.0% | Added |
| Massmutual Trust Co FSB | 54 | $21.0K | 0.00% | +4+8.0% | Added |
| Signaturefd, LLC | 53 | $20.6K | 0.00% | +44+488.9% | Added |
| Venturi Wealth Management, LLC | 52 | $20.3K | 0.00% | +52 | New |
| West Branch Capital LLC | 50 | $19.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 46 | $17.9K | 0.00% | +46 | New |
| Kozak & Associates, Inc. | 49 | $17.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 45 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $17.1K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 43 | $16.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 41 | $16.0K | 0.00% | −4,952−99.2% | Reduced |
| First Manhattan Co | 33 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 33 | $12.9K | 0.00% | +33 | New |
| Indiana Trust & Investment Management CO | 33 | $12.9K | 0.01% | +33 | New |
| Federation des caisses Desjardins du Quebec | 31 | $12.1K | 0.00% | −12−27.9% | Reduced |
| Quadrant Capital Group LLC | 30 | $11.7K | 0.00% | −31−50.8% | Reduced |
| Valley National Advisers Inc | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $9.74K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $9.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $8.57K | 0.00% | −12−35.3% | Reduced |
| Baker Avenue Asset Management, LP | 22 | $8.57K | 0.00% | +22 | New |
| Ameliora Wealth Management Ltd. | 20 | $7.79K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $7.79K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $7.79K | 0.00% | +20 | New |
| Jamison Private Wealth Management, Inc. | 20 | $7.79K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $5.84K | 0.00% | +15 | New |
| Fortis Group Advisors, LLC | 15 | $5.84K | 0.00% | +15 | New |
| Activest Wealth Management | 15 | $5.84K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $5.00K | 0.00% | +1+7.7% | Added |
| WR Wealth Planners, LLC | 12 | $4.67K | 0.00% | +8+200.0% | Added |
| TSFG, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $3.90K | 0.00% | +10 | New |
| LGT Financial Advisors LLC | 10 | $3.90K | 0.00% | +10 | New |
| Ritter Daniher Financial Advisory LLC | 8 | $3.12K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.12K | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 11 | $3.00K | 0.00% | +2+22.2% | Added |