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 |
|---|---|---|---|---|---|
| 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 |
| HighTower Advisors, LLC | 999 | $313.0K | 0.00% | +330+49.3% | Added |
| State of Alaska, Department of Revenue | 1,019 | $310.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,007 | $306.6K | 0.06% | +1,007 | New |
| Cerity Partners LLC | 994 | $302.4K | 0.00% | +994 | New |
| Prudential Financial Inc | 980 | $298.3K | 0.00% | −168−14.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 941 | $286.3K | 0.00% | +133+16.5% | Added |
| AlphaMark Advisors, LLC | 928 | $283.0K | 0.10% | −20−2.1% | Reduced |
| CNB Bank | 889 | $270.6K | 0.13% | +176+24.7% | Added |
| Stratos Wealth Partners, LTD. | 882 | $268.5K | 0.00% | −203−18.7% | Reduced |
| Deutsche Bank AG | 835 | $254.2K | 0.00% | +98+13.3% | Added |
| Semus Wealth Partners LLC | 831 | $253.0K | 0.21% | +200+31.7% | Added |
| Balanced Rock Investment Advisor | 821 | $249.9K | 0.21% | +162+24.6% | Added |
| Cipher Capital LP | 808 | $246.0K | 0.11% | +808 | New |
| Tower Research Capital LLC (TRC) | 804 | $244.8K | 0.01% | −24−2.9% | Reduced |
| Signal Advisors Wealth, LLC | 798 | $242.9K | 0.06% | −47−5.6% | Reduced |
| Foguth Wealth Management, LLC. | 798 | $242.9K | 0.13% | +798 | New |
| Allianz Asset Management GmbH | 794 | $241.7K | 0.00% | +6+0.8% | Added |
| Securian Asset Management, Inc | 785 | $239.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 779 | $237.0K | 0.00% | +34+4.6% | Added |
| Great Valley Advisor Group, Inc. | 770 | $234.1K | 0.01% | +770 | New |
| Sage Private Wealth Group, LLC | 758 | $230.8K | 0.18% | +758 | New |
| State of Wisconsin Investment Board | 757 | $230.4K | 0.00% | −159−17.4% | Reduced |
| JustInvest LLC | 725 | $220.7K | 0.00% | −143−16.5% | Reduced |
| Kestra Advisory Services, LLC | 710 | $216.1K | 0.00% | −99−12.2% | Reduced |
| National Bank of Canada | 726 | $211.3K | 0.00% | +49+7.2% | Added |
| Petrus Trust Company, LTA | 687 | $209.1K | 0.02% | +687 | New |
| Axq Capital, LP | 674 | $205.2K | 0.05% | −26−3.7% | Reduced |
| nVerses Capital, LLC | 600 | $182.7K | 0.44% | +600 | New |
| Northwestern Mutual Wealth Management Co | 515 | $156.8K | 0.00% | −47−8.4% | Reduced |
| Oakworth Capital, Inc. | 500 | $152.2K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 416 | $126.6K | 0.00% | −2,111−83.5% | Reduced |
| Covestor Ltd | 405 | $124.0K | 0.08% | +286+240.3% | Added |
| Leonteq Securities AG | 404 | $123.0K | 0.02% | +136+50.7% | Added |
| Allworth Financial LP | 404 | $123.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 373 | $113.5K | 0.03% | +373 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 365 | $111.1K | 0.00% | +365 | New |
| US Bancorp | 349 | $106.2K | 0.00% | −54−13.4% | Reduced |
| CWM, LLC | 336 | $102.0K | 0.00% | +109+48.0% | Added |
| South Dakota Investment Council | 330 | $100.0K | 0.00% | −1,172−78.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $94.9K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 303 | $92.2K | 0.04% | −588−66.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 291 | $88.6K | 0.00% | −15−4.9% | Reduced |
| Global Retirement Partners, LLC | 277 | $84.3K | 0.00% | −1−0.4% | Reduced |
| Principal Securities, Inc. | 273 | $83.1K | 0.00% | +37+15.7% | Added |
| CoreCap Advisors, LLC | 266 | $81.0K | 0.00% | +266 | New |
| Umb Bank N A | 225 | $68.5K | 0.00% | +2+0.9% | Added |
| KBC Group NV | 223 | $68.0K | 0.00% | +90+67.7% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $60.9K | 0.02% | +200 | New |
| Huntington National Bank | 186 | $56.6K | 0.00% | −21−10.1% | Reduced |
| MCF Advisors LLC | 156 | $47.5K | 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 |
| HM Payson & Co | 150 | $45.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $44.1K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $40.3K | 0.02% | +33+33.3% | Added |
| Studio Investment Management LLC | 132 | $40.2K | 0.01% | −764−85.3% | Reduced |
| Parallel Advisors, LLC | 125 | $38.1K | 0.00% | +4+3.3% | Added |
| Main Street Group, LTD | 102 | $30.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $30.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $30.4K | 0.01% | +100 | New |
| Global X Japan Co., Ltd. | 97 | $29.5K | 0.01% | +6+6.6% | Added |
| Addison Advisors LLC | 94 | $28.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $24.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 64 | $22.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $21.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $21.0K | 0.00% | +53+331.3% | Added |
| Hollencrest Capital Management | 66 | $20.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $18.9K | 0.00% | +57+1,140.0% | Added |
| 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 |
| GWM Advisors LLC | 56 | $17.0K | 0.00% | −19−25.3% | 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 |
| Kozak & Associates, Inc. | 48 | $13.6K | 0.00% | −1−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 33 | $13.4K | 0.00% | −81−71.1% | Reduced |
| Riverview Trust Co | 44 | $13.4K | 0.01% | +44 | New |
| Sandy Spring Bank | 43 | $13.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 41 | $12.5K | 0.00% | −6−12.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $10.7K | 0.00% | +35 | New |
| Indiana Trust & Investment Management CO | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 25 | $7.61K | 0.00% | −35−58.3% | Reduced |
| Quadrant Capital Group LLC | 22 | $6.70K | 0.00% | −3−12.0% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $6.70K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $6.39K | 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 |
| 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 |
| Ci Investments Inc. | 19 | $6.00K | 0.00% | +4+26.7% | Added |
| Sachetta, LLC | 15 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $5.00K | 0.00% | +7+87.5% | Added |