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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 1,031 | $356.3K | 0.07% | +63+6.5% | Added |
| State of Alaska, Department of Revenue | 1,019 | $352.0K | 0.00% | −95−8.5% | Reduced |
| IFP Advisors, Inc | 1,009 | $348.7K | 0.02% | +1,009 | New |
| Cetera Advisor Networks LLC | 1,008 | $348.4K | 0.00% | −38−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 1,004 | $347.0K | 0.00% | −73−6.8% | Reduced |
| Partnership Wealth Management, LLC | 985 | $344.0K | 0.26% | +985 | New |
| Camelot Portfolios, LLC | 980 | $338.7K | 0.20% | +400+69.0% | Added |
| AlphaMark Advisors, LLC | 948 | $328.0K | 0.12% | −27−2.8% | Reduced |
| Toroso Investments, LLC | 931 | $321.7K | 0.01% | +183+24.5% | Added |
| Roberts Glore & Co Inc | 918 | $317.3K | 0.10% | −25−2.7% | Reduced |
| Koss-Olinger Consulting, LLC | 916 | $317.0K | 0.03% | −2,148−70.1% | Reduced |
| State of Wisconsin Investment Board | 916 | $316.6K | 0.00% | −175−16.0% | Reduced |
| Acadian Asset Management LLC | 912 | $313.0K | 0.00% | +912 | New |
| Susquehanna Fundamental Investments, LLC | 900 | $311.0K | 0.31% | −130−12.6% | Reduced |
| Studio Investment Management LLC | 896 | $309.6K | 0.08% | −143−13.8% | Reduced |
| Eukles Asset Management | 891 | $307.9K | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 868 | $300.0K | 0.01% | +239+38.0% | Added |
| Graham Capital Management, L.P. | 856 | $295.8K | 0.01% | +856 | New |
| Signal Advisors Wealth, LLC | 845 | $292.0K | 0.10% | +845 | New |
| Tower Research Capital LLC (TRC) | 828 | $286.1K | 0.00% | +35+4.4% | Added |
| Kestra Advisory Services, LLC | 809 | $279.6K | 0.00% | +809 | New |
| Wealth Enhancement Advisory Services, LLC | 808 | $279.1K | 0.00% | +63+8.5% | Added |
| Howe & Rusling Inc | 793 | $274.1K | 0.03% | −52−6.2% | Reduced |
| Allianz Asset Management GmbH | 788 | $272.3K | 0.00% | −697−46.9% | Reduced |
| Securian Asset Management, Inc | 785 | $271.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 781 | $269.9K | 0.00% | +174+28.7% | Added |
| CIBC World Markets Inc. | 745 | $257.0K | 0.00% | +134+21.9% | Added |
| Pinebridge Investments, L.P. | 743 | $256.8K | 0.00% | −86−10.4% | Reduced |
| American Trust | 737 | $254.7K | 0.02% | +737 | New |
| Deutsche Bank AG | 737 | $254.7K | 0.00% | +205+38.5% | Added |
| Smith Group Asset Management, LLC | 730 | $252.3K | 0.01% | +730 | New |
| CNB Bank | 713 | $246.4K | 0.13% | +106+17.5% | Added |
| Axq Capital, LP | 700 | $241.9K | 0.06% | +700 | New |
| Raymond James Financial Services Advisors, Inc. | 695 | $240.2K | 0.00% | −58−7.7% | Reduced |
| Maryland State Retirement & Pension System | 680 | $235.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 677 | $229.4K | 0.00% | +13+2.0% | Added |
| Scientech Research LLC | 663 | $229.1K | 0.23% | +663 | New |
| HighTower Advisors, LLC | 669 | $229.0K | 0.00% | +139+26.2% | Added |
| Dakota Wealth Management | 662 | $228.8K | 0.01% | −40−5.7% | Reduced |
| Advisory Services Network, LLC | 659 | $227.7K | 0.01% | −4−0.6% | Reduced |
| Balanced Rock Investment Advisor | 659 | $227.7K | 0.20% | +659 | New |
| Semus Wealth Partners LLC | 631 | $218.1K | 0.18% | −2,419−79.3% | Reduced |
| Cresset Asset Management, LLC | 619 | $213.9K | 0.00% | −1,063−63.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 609 | $210.5K | 0.00% | +33+5.7% | Added |
| Centiva Capital, LP | 608 | $210.1K | 0.01% | +608 | New |
| Sovereign Financial Group, Inc. | 600 | $207.4K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 583 | $201.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 562 | $194.2K | 0.00% | +29+5.4% | Added |
| Oakworth Capital, Inc. | 500 | $172.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 404 | $139.6K | 0.00% | +1+0.2% | Added |
| US Bancorp | 403 | $139.3K | 0.00% | −15−3.6% | Reduced |
| EntryPoint Capital, LLC | 391 | $135.1K | 0.13% | +391 | New |
| Quest Partners LLC | 372 | $128.6K | 0.03% | +372 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $114.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 306 | $105.8K | 0.00% | +25+8.9% | Added |
| Global Retirement Partners, LLC | 278 | $99.8K | 0.00% | −1−0.4% | Reduced |
| Leonteq Securities AG | 268 | $92.6K | 0.01% | +171+176.3% | Added |
| Principal Securities, Inc. | 236 | $81.6K | 0.00% | +236 | New |
| CWM, LLC | 227 | $78.0K | 0.00% | +34+17.6% | Added |
| Umb Bank N A | 223 | $77.1K | 0.00% | −100−31.0% | Reduced |
| Huntington National Bank | 207 | $71.5K | 0.00% | +5+2.5% | Added |
| ORG Partners LLC | 160 | $55.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $54.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $53.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 155 | $53.0K | 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 |
| First Command Advisory Services, Inc. | 145 | $50.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 133 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 122 | $42.2K | 0.02% | +122 | New |
| Parallel Advisors, LLC | 121 | $41.8K | 0.00% | +9+8.0% | Added |
| TD Waterhouse Canada Inc. | 114 | $41.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $41.0K | 0.03% | +38+46.9% | Added |
| Main Street Group, LTD | 102 | $35.3K | 0.01% | +102 | New |
| Concord Wealth Partners | 100 | $34.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 99 | $34.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $32.5K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 91 | $31.4K | 0.02% | +91 | New |
| Newbridge Financial Services Group, Inc. | 80 | $27.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 75 | $25.9K | 0.00% | +18+31.6% | Added |
| Harbor Investment Advisory, LLC | 70 | $24.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $24.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $22.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 64 | $22.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 60 | $21.0K | 0.01% | +60 | New |
| 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 |
| Geneos Wealth Management Inc. | 60 | $20.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 60 | $20.7K | 0.00% | +15+33.3% | Added |
| Kozak & Associates, Inc. | 49 | $17.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $17.3K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 50 | $17.3K | 0.02% | +50 | New |
| TD Private Client Wealth LLC | 47 | $16.2K | 0.00% | −24−33.8% | Reduced |
| Sandy Spring Bank | 43 | $14.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 38 | $13.1K | 0.00% | −14−26.9% | Reduced |
| Indiana Trust & Investment Management CO | 33 | $11.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 30 | $10.4K | 0.00% | +15+100.0% | Added |
| Valley National Advisers Inc | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |