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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 710 | $216.1K | 0.00% | −99−12.2% | Reduced |
| JustInvest LLC | 725 | $220.7K | 0.00% | −143−16.5% | Reduced |
| State of Wisconsin Investment Board | 757 | $230.4K | 0.00% | −159−17.4% | Reduced |
| Sage Private Wealth Group, LLC | 758 | $230.8K | 0.18% | +758 | New |
| Great Valley Advisor Group, Inc. | 770 | $234.1K | 0.01% | +770 | New |
| CIBC World Markets Inc. | 779 | $237.0K | 0.00% | +34+4.6% | Added |
| Securian Asset Management, Inc | 785 | $239.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 794 | $241.7K | 0.00% | +6+0.8% | Added |
| Signal Advisors Wealth, LLC | 798 | $242.9K | 0.06% | −47−5.6% | Reduced |
| Foguth Wealth Management, LLC. | 798 | $242.9K | 0.13% | +798 | New |
| Tower Research Capital LLC (TRC) | 804 | $244.8K | 0.01% | −24−2.9% | Reduced |
| Cipher Capital LP | 808 | $246.0K | 0.11% | +808 | New |
| Balanced Rock Investment Advisor | 821 | $249.9K | 0.21% | +162+24.6% | Added |
| Semus Wealth Partners LLC | 831 | $253.0K | 0.21% | +200+31.7% | Added |
| Deutsche Bank AG | 835 | $254.2K | 0.00% | +98+13.3% | Added |
| Stratos Wealth Partners, LTD. | 882 | $268.5K | 0.00% | −203−18.7% | Reduced |
| CNB Bank | 889 | $270.6K | 0.13% | +176+24.7% | Added |
| AlphaMark Advisors, LLC | 928 | $283.0K | 0.10% | −20−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 941 | $286.3K | 0.00% | +133+16.5% | Added |
| Prudential Financial Inc | 980 | $298.3K | 0.00% | −168−14.6% | Reduced |
| Cerity Partners LLC | 994 | $302.4K | 0.00% | +994 | New |
| Vise Technologies, Inc. | 1,007 | $306.6K | 0.06% | +1,007 | New |
| State of Alaska, Department of Revenue | 1,019 | $310.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 999 | $313.0K | 0.00% | +330+49.3% | Added |
| Fox Run Management, L.L.C. | 1,042 | $317.2K | 0.07% | −72−6.5% | Reduced |
| Roberts Glore & Co Inc | 1,042 | $317.2K | 0.09% | +124+13.5% | Added |
| Brevan Howard Capital Management LP | 1,050 | $319.6K | 0.03% | −1,163−52.6% | Reduced |
| Advisory Services Network, LLC | 1,064 | $323.9K | 0.01% | +405+61.5% | Added |
| Texas Yale Capital Corp. | 1,082 | $329.4K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,082 | $329.4K | 0.07% | +1,082 | New |
| Quest Partners LLC | 1,096 | $333.6K | 0.06% | +724+194.6% | Added |
| Pictet Asset Management Holding SA | 1,100 | $334.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,105 | $336.4K | 0.00% | −177−13.8% | Reduced |
| Public Employees Retirement Association of Colorado | 1,127 | $343.0K | 0.00% | −119−9.6% | Reduced |
| Commerce Bank | 1,132 | $344.6K | 0.00% | −30−2.6% | Reduced |
| Stifel Financial Corp | 1,135 | $345.5K | 0.00% | +44+4.0% | Added |
| Howe & Rusling Inc | 1,139 | $346.7K | 0.03% | +346+43.6% | Added |
| New York Life Investment Management LLC | 1,156 | $351.9K | 0.00% | +1,156 | New |
| Peapack Gladstone Financial Corp | 1,167 | $355.0K | 0.01% | −8−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,195 | $364.0K | 0.00% | −1,506−55.8% | Reduced |
| Caldwell Trust Co | 1,200 | $365.3K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 1,212 | $369.0K | 0.00% | +86+7.6% | Added |
| Gilbert & Cook, Inc. | 1,220 | $371.4K | 0.05% | +16+1.3% | Added |
| Cornercap Investment Counsel Inc | 1,241 | $377.8K | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,275 | $388.1K | 0.06% | −679−34.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,319 | $401.5K | 0.03% | −1,023−43.7% | Reduced |
| Investors Research Corp | 1,375 | $418.6K | 0.10% | +250+22.2% | Added |
| Partnership Wealth Management, LLC | 1,379 | $419.8K | 0.29% | +394+40.0% | Added |
| Pine Haven Investment Counsel, Inc | 1,384 | $421.3K | 0.37% | −5−0.4% | Reduced |
| Cetera Investment Advisers | 1,422 | $432.9K | 0.00% | +1,422 | New |
| Federated Hermes, Inc. | 1,469 | $447.2K | 0.00% | +198+15.6% | Added |
| Centiva Capital, LP | 1,499 | $456.3K | 0.03% | +891+146.5% | Added |
| NJ State Employees Deferred Compensation Plan | 1,500 | $456.6K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,503 | $457.5K | 0.00% | −836−35.7% | Reduced |
| IFP Advisors, Inc | 1,531 | $466.1K | 0.02% | +522+51.7% | Added |
| HGK Asset Management Inc | 1,547 | $470.9K | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,580 | $481.0K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,586 | $482.8K | 0.00% | +843+113.5% | Added |
| Commonwealth Equity Services, LLC | 1,621 | $493.0K | 0.00% | +244+17.7% | Added |
| Diversified Investment Strategies, LLC | 1,640 | $499.2K | 0.34% | +1,640 | New |
| Wolverine Trading, LLC | 1,641 | $499.6K | 0.01% | −3,408−67.5% | Reduced |
| Pacer Advisors, Inc. | 1,713 | $521.5K | 0.00% | +301+21.3% | Added |
| Toroso Investments, LLC | 1,868 | $568.7K | 0.01% | +937+100.6% | Added |
| PEAK6 Investments LLC | 1,881 | $572.5K | 0.03% | +1,881 | New |
| New Mexico Educational Retirement Board | 1,900 | $578.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,900 | $578.4K | 0.03% | +655+52.6% | Added |
| Lecap Asset Management Ltd | 1,907 | $580.5K | 0.12% | +775+68.5% | Added |
| Xponance, Inc. | 1,916 | $583.3K | 0.01% | −36−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,919 | $584.2K | 0.00% | −13−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,060 | $627.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,080 | $633.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,082 | $633.8K | 0.00% | +5+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,099 | $639.0K | 0.02% | +5+0.2% | Added |
| Exchange Traded Concepts, LLC | 2,116 | $644.2K | 0.02% | +2,116 | New |
| Bank Hapoalim BM | 2,143 | $652.0K | 0.08% | −270−11.2% | Reduced |
| PDT Partners, LLC | 2,194 | $667.9K | 0.06% | +2,194 | New |
| Assetmark, Inc | 2,206 | $671.6K | 0.00% | −840−27.6% | Reduced |
| NBC Securities, Inc. | 2,214 | $673.0K | 0.06% | +554+33.4% | Added |
| Creative Planning | 2,227 | $677.9K | 0.00% | −289−11.5% | Reduced |
| State of Michigan Retirement System | 2,283 | $695.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 2,287 | $696.2K | 0.00% | +123+5.7% | Added |
| XTX Topco Ltd | 2,301 | $700.5K | 0.09% | +2,301 | New |
| Oregon Public Employees Retirement Fund | 2,328 | $708.7K | 0.01% | −326−12.3% | Reduced |
| Thrivent Financial for Lutherans | 2,358 | $718.0K | 0.00% | +7+0.3% | Added |
| Algert Global LLC | 2,361 | $718.7K | 0.03% | −14,928−86.3% | Reduced |
| Versor Investments LP | 2,496 | $759.8K | 0.15% | +891+55.5% | Added |
| SEI Investments Co | 2,581 | $784.4K | 0.00% | −386−13.0% | Reduced |
| Arizona State Retirement System | 2,643 | $804.6K | 0.01% | −57−2.1% | Reduced |
| HSBC Holdings PLC | 2,690 | $818.9K | 0.00% | +2,690 | New |
| Louisiana State Employees Retirement System | 2,700 | $821.9K | 0.02% | +100+3.8% | Added |
| Graham Capital Management, L.P. | 2,707 | $824.1K | 0.02% | +1,851+216.2% | Added |
| Summit Place Financial Advisors, LLC | 2,751 | $837.5K | 0.49% | +1,170+74.0% | Added |
| SG Americas Securities, LLC | 2,768 | $843.0K | 0.00% | +1,556+128.4% | Added |
| BNP Paribas Arbitrage, SA | 2,812 | $856.0K | 0.00% | −1,052−27.2% | Reduced |
| Teacher Retirement System of Texas | 2,874 | $875.0K | 0.01% | +573+24.9% | Added |
| Founders Capital Management, LLC | 2,995 | $911.7K | 0.17% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 3,208 | $977.0K | 0.10% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,214 | $978.4K | 0.00% | −1,171−26.7% | Reduced |
| Yousif Capital Management, LLC | 3,235 | $984.8K | 0.01% | −6−0.2% | Reduced |
| STRS Ohio | 3,415 | $1.04M | 0.00% | +3,415 | New |