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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.

Institutional holdersQ1 2024: 326 institutions
Q1 2021: 413 institutionsQ2 2021: 454 institutionsQ3 2021: 376 institutionsQ4 2021: 382 institutionsQ1 2022: 325 institutionsQ2 2022: 316 institutionsQ3 2022: 299 institutionsQ4 2022: 318 institutionsQ1 2023: 304 institutionsQ2 2023: 297 institutionsQ3 2023: 324 institutionsQ4 2023: 342 institutionsQ1 2024: 326 institutionsQ2 2024: 325 institutionsQ3 2024: 332 institutionsQ4 2024: 347 institutionsQ1 2025: 328 institutionsQ2 2025: 348 institutionsQ3 2025: 357 institutionsQ4 2025: 348 institutionsQ1 2026: 370 institutionsQ2 2026: 330 institutions
Value heldQ1 2024: $2.22B
Q1 2021: $10.6BQ2 2021: $9.09BQ3 2021: $4.13BQ4 2021: $3.86BQ1 2022: $2.99BQ2 2022: $2.59BQ3 2022: $2.75BQ4 2022: $2.69BQ1 2023: $2.66BQ2 2023: $2.43BQ3 2023: $3.04BQ4 2023: $2.57BQ1 2024: $2.22BQ2 2024: $2.17BQ3 2024: $2.04BQ4 2024: $2.23BQ1 2025: $1.75BQ2 2025: $1.48BQ3 2025: $1.67BQ4 2025: $1.47BQ1 2026: $1.80BQ2 2026: $1.53B
Institutions holding SAM and their total value by quarter
QuarterHoldersValue
Q2 2026330$1.53B
Q1 2026370$1.80B
Q4 2025348$1.47B
Q3 2025357$1.67B
Q2 2025348$1.48B
Q1 2025328$1.75B
Q4 2024347$2.23B
Q3 2024332$2.04B
Q2 2024325$2.17B
Q1 2024326$2.22B
Q4 2023342$2.57B
Q3 2023324$3.04B
Q2 2023297$2.43B
Q1 2023304$2.66B
Q4 2022318$2.69B
Q3 2022299$2.75B
Q2 2022316$2.59B
Q1 2022325$2.99B
Q4 2021382$3.86B
Q3 2021376$4.13B
Q2 2021454$9.09B
Q1 2021413$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.

Institutions holding SAM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fortis Group Advisors, LLC15$4.57K0.00%−15−50.0%Reduced
Activest Wealth Management15$4.57K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$4.57K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.15$4.57K0.00%+4+36.4%Added
Federation des caisses Desjardins du Quebec10$3.04K0.00%−14−58.3%Reduced
NVWM, LLC10$3.04K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$3.04K0.00%00.0%Unchanged
LGT Financial Advisors LLC10$3.04K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC8$2.44K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$2.13K0.00%00.0%Unchanged
Parkside Financial Bank & Trust6$1.83K0.00%00.0%Unchanged
JJJ Advisors Inc.6$1.83K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC5$1.50K0.00%+5New
Quent Capital, LLC4$1.22K0.00%00.0%Unchanged
Private Wealth Management Group, LLC4$1.22K0.00%+4New
WR Wealth Planners, LLC4$1.22K0.00%+4New
Rise Advisors, LLC3$9130.00%00.0%Unchanged
Signature Resources Capital Management, LLC2$6910.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$6090.00%00.0%Unchanged
Gradient Investments LLC2$6090.00%00.0%Unchanged
Fernwood Investment Management, LLC2$6090.00%+2New
DHJJ Financial Advisors, Ltd.1$3050.00%00.0%Unchanged
TFC Financial Management1$3050.00%+1New
SJS Investment Consulting Inc.1$3050.00%+1New
Raffa Wealth Management, LLC1$3040.00%00.0%Unchanged
Farther Finance Advisors, LLC1$3010.00%00.0%Unchanged
Candlestick Capital Management LP0$00.00%−125,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−46,155−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−19,601−100.0%Sold out
Walleye Trading LLC0$00.00%−4,627−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,557−100.0%Sold out
Oak Thistle LLC0$00.00%−4,557−100.0%Sold out
Shaker Investments LLC0$00.00%−3,443−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−3,248−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,588−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,478−100.0%Sold out
Liberty One Investment Management, LLC0$00.00%−2,437−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−2,298−100.0%Sold out
Intech Investment Management LLC0$00.00%−2,230−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,210−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,140−100.0%Sold out
Virtu Financial LLC0$00.00%−1,818−100.0%Sold out
Quantinno Capital Management LP0$00.00%−1,726−100.0%Sold out
Captrust Financial Advisors0$00.00%−1,490−100.0%Sold out
Napatree Capital LLC0$00.00%−1,447−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,256−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,064−100.0%Sold out
Simmons Bank0$00.00%−1,037−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−1,037−100.0%Sold out
Pacific Global Investment Management CO0$00.00%−1,031−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−1,008−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−1,004−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−980−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−916−100.0%Sold out
Acadian Asset Management LLC0$00.00%−912−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−900−100.0%Sold out
Private Advisor Group, LLC0$00.00%−781−100.0%Sold out
American Trust0$00.00%−737−100.0%Sold out
Smith Group Asset Management, LLC0$00.00%−730−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−695−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−680−100.0%Sold out
Scientech Research LLC0$00.00%−663−100.0%Sold out
Dakota Wealth Management0$00.00%−662−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−619−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−609−100.0%Sold out
Sovereign Financial Group, Inc.0$00.00%−600−100.0%Sold out
Mission Wealth Management, LP0$00.00%−583−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−391−100.0%Sold out
ORG Partners LLC0$00.00%−160−100.0%Sold out
LM Advisors LLC0$00.00%−150−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−50−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−38−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−24−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−19−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−17−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−10−100.0%Sold out
O'Dell Group, LLC0$00.00%−10−100.0%Sold out
Harbour Investments, Inc.0$00.00%−9−100.0%Sold out
TSFG, LLC0$00.00%−10−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−8−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−4−100.0%Sold out
Versant Capital Management, Inc0$00.00%−2−100.0%Sold out
Glassman Wealth Services0$00.00%−1−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−1−100.0%Sold out
Putnam Investments LLC––––Not filed