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, Q4 2023
Institutional positions in Boston Beer Co Inc as of Dec 31, 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
- 342
- +21 vs. Q3 2023
- Shares held
- 7.44M
- −315.6K (−4.1%) vs. Q3 2023
- Total value
- $2.57B
- −$465.5M (−15.3%) vs. Q3 2023
- New holders
- 56
- 98 more added
- Sold out
- 35
- 109 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $346 | 0.00% | −199−99.5% | Reduced |
| Raffa Wealth Management, LLC | 1 | $346 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $346 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $346 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $346 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $691 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $692 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Rise Advisors, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $1.38K | 0.00% | −2−33.3% | Reduced |
| Massmutual Trust Co FSB | 5 | $1.73K | 0.00% | −49−90.7% | Reduced |
| Parkside Financial Bank & Trust | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $3.11K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $3.46K | 0.00% | +4+66.7% | Added |
| O'Dell Group, LLC | 10 | $3.46K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.97K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| Sachetta, LLC | 15 | $5.04K | 0.00% | +15 | New |
| Activest Wealth Management | 15 | $5.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $5.53K | 0.00% | +13+433.3% | Added |
| First Horizon Advisors, Inc. | 17 | $5.88K | 0.00% | +17 | New |
| Tennessee Valley Asset Management Partners | 19 | $6.57K | 0.00% | +19 | New |
| GPS Wealth Strategies Group, LLC | 20 | $6.91K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.91K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 20 | $6.91K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $7.26K | 0.00% | −32−60.4% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $7.60K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $7.79K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.91K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 24 | $8.29K | 0.00% | −7−22.6% | Reduced |
| Quadrant Capital Group LLC | 25 | $8.64K | 0.00% | −5−16.7% | Reduced |
| Nemes Rush Group LLC | 25 | $8.64K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 30 | $10.4K | 0.00% | +15+100.0% | Added |
| Indiana Trust & Investment Management CO | 33 | $11.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 38 | $13.1K | 0.00% | −14−26.9% | Reduced |
| Sandy Spring Bank | 43 | $14.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $16.2K | 0.00% | −24−33.8% | Reduced |
| West Branch Capital LLC | 50 | $17.3K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 50 | $17.3K | 0.02% | +50 | New |
| Kozak & Associates, Inc. | 49 | $17.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $20.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 60 | $20.7K | 0.00% | +15+33.3% | Added |
| Salem Investment Counselors Inc | 60 | $20.7K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $20.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 60 | $21.0K | 0.01% | +60 | New |
| Armstrong Advisory Group, Inc | 64 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $22.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $24.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $24.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 75 | $25.9K | 0.00% | +18+31.6% | Added |
| Newbridge Financial Services Group, Inc. | 80 | $27.6K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 91 | $31.4K | 0.02% | +91 | New |
| Addison Advisors LLC | 94 | $32.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 99 | $34.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $34.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $35.3K | 0.01% | +102 | New |
| Covestor Ltd | 119 | $41.0K | 0.03% | +38+46.9% | Added |
| TD Waterhouse Canada Inc. | 114 | $41.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 121 | $41.8K | 0.00% | +9+8.0% | Added |
| Quarry LP | 122 | $42.2K | 0.02% | +122 | New |
| KBC Group NV | 133 | $46.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $50.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $51.8K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 150 | $51.8K | 0.01% | +150 | New |
| Lazard Asset Management LLC | 155 | $53.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $53.9K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $54.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $55.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 207 | $71.5K | 0.00% | +5+2.5% | Added |
| Umb Bank N A | 223 | $77.1K | 0.00% | −100−31.0% | Reduced |
| CWM, LLC | 227 | $78.0K | 0.00% | +34+17.6% | Added |
| Principal Securities, Inc. | 236 | $81.6K | 0.00% | +236 | New |
| Leonteq Securities AG | 268 | $92.6K | 0.01% | +171+176.3% | Added |
| Global Retirement Partners, LLC | 278 | $99.8K | 0.00% | −1−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 306 | $105.8K | 0.00% | +25+8.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $114.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 372 | $128.6K | 0.03% | +372 | New |
| EntryPoint Capital, LLC | 391 | $135.1K | 0.13% | +391 | New |
| US Bancorp | 403 | $139.3K | 0.00% | −15−3.6% | Reduced |
| Allworth Financial LP | 404 | $139.6K | 0.00% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 500 | $172.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 562 | $194.2K | 0.00% | +29+5.4% | Added |
| Mission Wealth Management, LP | 583 | $201.3K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 600 | $207.4K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 608 | $210.1K | 0.01% | +608 | New |
| Envestnet Portfolio Solutions, Inc. | 609 | $210.5K | 0.00% | +33+5.7% | Added |
| Cresset Asset Management, LLC | 619 | $213.9K | 0.00% | −1,063−63.2% | Reduced |