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, Q2 2024
Institutional positions in Boston Beer Co Inc as of Jun 30, 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
- 325
- +1 vs. Q1 2024
- Shares held
- 7.10M
- −171.6K (−2.4%) vs. Q1 2024
- Total value
- $2.17B
- −$48.9M (−2.2%) vs. Q1 2024
- New holders
- 51
- 92 more added
- Sold out
- 50
- 124 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $305 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $306 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $306 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $610 | 0.00% | −60−96.8% | Reduced |
| Signature Resources Capital Management, LLC | 2 | $610 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $610 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $610 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $611 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $611 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $915 | 0.00% | +3 | New |
| Innealta Capital, LLC | 4 | $1.22K | 0.00% | +4 | New |
| Ashton Thomas Private Wealth, LLC | 4 | $1.22K | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $1.96K | 0.00% | +7 | New |
| Federation des caisses Desjardins du Quebec | 8 | $2.44K | 0.00% | −2−20.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.75K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 9 | $2.75K | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $3.05K | 0.00% | −25−71.4% | Reduced |
| NVWM, LLC | 10 | $3.05K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $3.05K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $3.36K | 0.00% | +7+175.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $4.58K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $5.00K | 0.00% | −2−10.5% | Reduced |
| Bessemer Group Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $6.10K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 22 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $7.00K | 0.00% | +8+53.3% | Added |
| TD Private Client Wealth LLC | 25 | $7.63K | 0.00% | −16−39.0% | Reduced |
| Nemes Rush Group LLC | 25 | $7.63K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34 | $10.4K | 0.00% | +12+54.5% | Added |
| Versant Capital Management, Inc | 34 | $10.4K | 0.00% | +34 | New |
| GWM Advisors LLC | 40 | $12.2K | 0.00% | −16−28.6% | Reduced |
| Hollencrest Capital Management | 43 | $13.1K | 0.00% | −23−34.8% | Reduced |
| Venturi Wealth Management, LLC | 43 | $13.1K | 0.00% | +43 | New |
| Kozak & Associates, Inc. | 48 | $14.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 47 | $14.3K | 0.00% | −50−51.5% | Reduced |
| Signaturefd, LLC | 48 | $14.6K | 0.00% | +27+128.6% | Added |
| West Branch Capital LLC | 50 | $15.3K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 53 | $16.2K | 0.00% | +10+23.3% | Added |
| Fifth Third Bancorp | 54 | $16.5K | 0.00% | +29+116.0% | Added |
| Hexagon Capital Partners LLC | 56 | $17.1K | 0.00% | −13−18.8% | Reduced |
| First Horizon Advisors, Inc. | 59 | $18.0K | 0.00% | +59 | New |
| Armstrong Advisory Group, Inc | 59 | $18.0K | 0.00% | −5−7.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $18.1K | 0.00% | −265−80.8% | Reduced |
| IFP Advisors, Inc | 60 | $18.3K | 0.00% | −1,471−96.1% | 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 |
| Harbor Investment Advisory, LLC | 70 | $21.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 70 | $21.4K | 0.00% | +45+180.0% | Added |
| Farther Finance Advisors, LLC | 83 | $25.1K | 0.00% | +82+8,200.0% | Added |
| Covestor Ltd | 93 | $28.0K | 0.02% | −312−77.0% | Reduced |
| Addison Advisors LLC | 94 | $28.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $29.9K | 0.01% | +92+1,533.3% | Added |
| Concord Wealth Partners | 100 | $30.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $30.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $30.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $40.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $41.2K | 0.00% | +10+8.0% | Added |
| First Command Advisory Services, Inc. | 145 | $44.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $45.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $47.0K | 0.00% | −32−17.2% | Reduced |
| MCF Advisors LLC | 156 | $47.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $48.3K | 0.01% | +160 | New |
| Umb Bank N A | 206 | $62.8K | 0.00% | −19−8.4% | Reduced |
| US Bancorp | 212 | $64.7K | 0.00% | −137−39.3% | Reduced |
| Sachetta, LLC | 245 | $68.3K | 0.03% | +230+1,533.3% | Added |
| Leonteq Securities AG | 230 | $70.2K | 0.01% | −174−43.1% | Reduced |
| DekaBank Deutsche Girozentrale | 250 | $75.0K | 0.00% | +95+61.3% | Added |
| Quarry LP | 271 | $82.7K | 0.03% | +246+984.0% | Added |
| Eukles Asset Management | 272 | $83.0K | 0.04% | −31−10.2% | Reduced |
| Principal Securities, Inc. | 273 | $83.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $84.2K | 0.00% | −1−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 291 | $88.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 293 | $89.4K | 0.04% | −596−67.0% | Reduced |
| KBC Group NV | 301 | $92.0K | 0.00% | +78+35.0% | Added |
| Studio Investment Management LLC | 307 | $93.7K | 0.02% | +175+132.6% | Added |
| Walleye Capital LLC | 324 | $98.8K | 0.00% | −92−22.1% | Reduced |
| Jones Financial Companies LLLP | 407 | $124.2K | 0.00% | +407 | New |
| Allworth Financial LP | 492 | $137.4K | 0.00% | +88+21.8% | Added |
| Nisa Investment Advisors, LLC | 465 | $141.8K | 0.00% | −1,454−75.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 467 | $142.5K | 0.00% | −48−9.3% | Reduced |
| 1620 Investment Advisors, Inc. | 476 | $145.2K | 0.11% | +476 | New |
| AlphaMark Advisors, LLC | 495 | $151.0K | 0.05% | −433−46.7% | Reduced |
| Oakworth Capital, Inc. | 500 | $152.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 623 | $190.0K | 0.00% | +287+85.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 675 | $205.9K | 0.03% | +675 | New |
| Maryland State Retirement & Pension System | 680 | $207.4K | 0.00% | +680 | New |