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, Q1 2024
Institutional positions in Boston Beer Co Inc as of Mar 31, 2024. 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
- 326
- −15 vs. Q4 2023
- Shares held
- 7.28M
- −143.2K (−1.9%) vs. Q4 2023
- Total value
- $2.22B
- −$349.2M (−13.6%) vs. Q4 2023
- New holders
- 43
- 118 more added
- Sold out
- 58
- 95 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $305 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $305 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $305 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $609 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $609 | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 2 | $609 | 0.00% | +2 | New |
| Signature Resources Capital Management, LLC | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $913 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.22K | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 4 | $1.22K | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $3.04K | 0.00% | −14−58.3% | Reduced |
| NVWM, LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $4.57K | 0.00% | −15−50.0% | Reduced |
| Activest Wealth Management | 15 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.57K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $4.57K | 0.00% | +4+36.4% | Added |
| Bessemer Group Inc | 15 | $5.00K | 0.00% | +7+87.5% | Added |
| Sachetta, LLC | 15 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 19 | $6.00K | 0.00% | +4+26.7% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $6.09K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.09K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 20 | $6.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $6.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $6.70K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22 | $6.70K | 0.00% | −3−12.0% | Reduced |
| Fifth Third Bancorp | 25 | $7.61K | 0.00% | −35−58.3% | Reduced |
| Quarry LP | 25 | $7.61K | 0.00% | −97−79.5% | Reduced |
| GAMMA Investing LLC | 25 | $7.61K | 0.00% | −35−58.3% | Reduced |
| Nemes Rush Group LLC | 25 | $7.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $10.7K | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 41 | $12.5K | 0.00% | −6−12.8% | Reduced |
| Sandy Spring Bank | 43 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $13.4K | 0.01% | +44 | New |
| TD Waterhouse Canada Inc. | 33 | $13.4K | 0.00% | −81−71.1% | Reduced |
| Kozak & Associates, Inc. | 48 | $13.6K | 0.00% | −1−2.0% | Reduced |
| Geneos Wealth Management Inc. | 50 | $15.2K | 0.00% | −10−16.7% | Reduced |
| West Branch Capital LLC | 50 | $15.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $15.2K | 0.01% | +50 | New |
| Hilltop National Bank | 50 | $15.2K | 0.01% | +50 | New |
| GWM Advisors LLC | 56 | $17.0K | 0.00% | −19−25.3% | Reduced |
| Salem Investment Counselors Inc | 60 | $18.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $18.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $18.9K | 0.00% | +57+1,140.0% | Added |
| Hollencrest Capital Management | 66 | $20.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $21.0K | 0.00% | +53+331.3% | Added |
| Harbor Investment Advisory, LLC | 70 | $21.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 64 | $22.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $24.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $28.6K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 97 | $29.5K | 0.01% | +6+6.6% | Added |
| Concord Wealth Partners | 100 | $30.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $30.4K | 0.01% | +100 | New |
| Main Street Group, LTD | 102 | $30.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 125 | $38.1K | 0.00% | +4+3.3% | Added |
| Studio Investment Management LLC | 132 | $40.2K | 0.01% | −764−85.3% | Reduced |
| Kelly Financial Services LLC | 132 | $40.3K | 0.02% | +33+33.3% | Added |
| First Command Advisory Services, Inc. | 145 | $44.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $45.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $47.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 155 | $47.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $47.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 186 | $56.6K | 0.00% | −21−10.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $60.9K | 0.02% | +200 | New |
| KBC Group NV | 223 | $68.0K | 0.00% | +90+67.7% | Added |
| Umb Bank N A | 225 | $68.5K | 0.00% | +2+0.9% | Added |
| CoreCap Advisors, LLC | 266 | $81.0K | 0.00% | +266 | New |
| Principal Securities, Inc. | 273 | $83.1K | 0.00% | +37+15.7% | Added |
| Global Retirement Partners, LLC | 277 | $84.3K | 0.00% | −1−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 291 | $88.6K | 0.00% | −15−4.9% | Reduced |
| Eukles Asset Management | 303 | $92.2K | 0.04% | −588−66.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $94.9K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 330 | $100.0K | 0.00% | −1,172−78.0% | Reduced |
| CWM, LLC | 336 | $102.0K | 0.00% | +109+48.0% | Added |
| US Bancorp | 349 | $106.2K | 0.00% | −54−13.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 365 | $111.1K | 0.00% | +365 | New |
| Headlands Technologies LLC | 373 | $113.5K | 0.03% | +373 | New |
| Allworth Financial LP | 404 | $123.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 404 | $123.0K | 0.02% | +136+50.7% | Added |
| Covestor Ltd | 405 | $124.0K | 0.08% | +286+240.3% | Added |
| Walleye Capital LLC | 416 | $126.6K | 0.00% | −2,111−83.5% | Reduced |
| Oakworth Capital, Inc. | 500 | $152.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 515 | $156.8K | 0.00% | −47−8.4% | Reduced |
| nVerses Capital, LLC | 600 | $182.7K | 0.44% | +600 | New |
| Axq Capital, LP | 674 | $205.2K | 0.05% | −26−3.7% | Reduced |
| Petrus Trust Company, LTA | 687 | $209.1K | 0.02% | +687 | New |
| National Bank of Canada | 726 | $211.3K | 0.00% | +49+7.2% | Added |