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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
Bessemer Group Inc8$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$2.73K0.00%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
Quent Capital, LLC6$2.34K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$2.00K0.00%+1+25.0%Added
Earnest Partners LLC5$1.95K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC4$1.56K0.00%−72−94.7%Reduced
Hexagon Capital Partners LLC3$1.17K0.00%−3−50.0%Reduced
Rise Advisors, LLC3$1.17K0.00%00.0%Unchanged
Steward Financial Group LLC3$1.00K0.00%+3New
JFS Wealth Advisors, LLC2$7800.00%+1+100.0%Added
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
Atwood & Palmer Inc1$3990.00%00.0%Unchanged
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
VitalStone Financial, LLC1$00.00%+1New
Candlestick Capital Management LP0$00.00%−75,000−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−13,557−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,426−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−10,000−100.0%Sold out
Nordea Investment Management AB0$00.00%−8,654−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−7,922−100.0%Sold out
EVR Research LP0$00.00%−7,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−6,862−100.0%Sold out
Alberta Investment Management Corp0$00.00%−6,409−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,000−100.0%Sold out
AMG National Trust Bank0$00.00%−3,282−100.0%Sold out
Ergoteles LLC0$00.00%−2,190−100.0%Sold out
Virtu Financial LLC0$00.00%−1,591−100.0%Sold out
Point72 Middle East FZE0$00.00%−1,513−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,283−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,234−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,100−100.0%Sold out
Centiva Capital, LP0$00.00%−1,063−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,001−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−983−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−21−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−5−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−5−100.0%Sold out
O'Dell Group, LLC0$00.00%−3−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−2−100.0%Sold out
Pictet Asset Management SA––––Not filed
Endurance Wealth Management, Inc.––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed