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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, 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.

Institutional holdersQ2 2024: 325 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 heldQ2 2024: $2.17B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2024.

Institutions holding SAM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sanctuary Advisors, LLC752$213.0K0.00%+752New
BNP Paribas Arbitrage, SA703$214.4K0.00%−2,109−75.0%Reduced
Teza Capital Management LLC704$214.8K0.03%+704New
Pallas Capital Advisors LLC770$216.2K0.01%+770New
National Bank of Canada721$216.8K0.00%−5−0.7%Reduced
JustInvest LLC713$217.5K0.00%−12−1.7%Reduced
Captrust Financial Advisors713$217.5K0.00%+713New
Raymond James Financial Services Advisors, Inc.716$218.4K0.00%+716New
Graham Capital Management, L.P.729$222.4K0.01%−1,978−73.1%Reduced
Thoroughbred Financial Services, LLC750$228.0K0.02%+750New
Securian Asset Management, Inc785$239.5K0.01%00.0%Unchanged
Sage Private Wealth Group, LLC792$241.6K0.20%+34+4.5%Added
Great Valley Advisor Group, Inc.799$243.8K0.01%+29+3.8%Added
Raymond James & Associates800$244.0K0.00%−412−34.0%Reduced
Allianz Asset Management GmbH800$244.0K0.00%+6+0.8%Added
Commerce Bank824$251.4K0.00%−308−27.2%Reduced
Kestra Advisory Services, LLC836$255.0K0.00%+126+17.7%Added
Bridgefront Capital, LLC837$255.3K0.11%+837New
Balanced Rock Investment Advisor847$258.4K0.22%+26+3.2%Added
AdvisorShares Investments LLC900$271.7K0.05%+900New
Bank of Montreal921$281.0K0.00%−2,820−75.4%Reduced
CIBC World Markets Inc.931$284.0K0.00%+152+19.5%Added
PEAK6 Investments LLC943$287.7K0.01%−938−49.9%Reduced
Camelot Portfolios, LLC980$298.9K0.17%+980New
HighTower Advisors, LLC949$299.0K0.00%−50−5.0%Reduced
Edgestream Partners, L.P.986$300.8K0.01%+986New
The PNC Financial Services Group, Inc.995$303.5K0.00%−110−10.0%Reduced
Caldwell Trust Co1,000$305.1K0.03%−200−16.7%Reduced
State of Alaska, Department of Revenue1,019$310.0K0.00%00.0%Unchanged
Vise Technologies, Inc.1,019$310.8K0.05%+12+1.2%Added
Semus Wealth Partners LLC1,031$314.5K0.24%+200+24.1%Added
Public Employees Retirement Association of Colorado1,072$327.0K0.00%−55−4.9%Reduced
Advisory Services Network, LLC1,080$329.5K0.01%+16+1.5%Added
Texas Yale Capital Corp.1,082$330.1K0.02%00.0%Unchanged
Pictet Asset Management Holding SA1,100$335.6K0.00%00.0%Unchanged
Gilbert & Cook, Inc.1,109$338.3K0.05%−111−9.1%Reduced
Boothbay Fund Management, LLC1,110$338.6K0.01%+1,110New
SG Americas Securities, LLC1,117$341.0K0.00%−1,651−59.6%Reduced
HGK Asset Management Inc1,121$342.0K0.07%−426−27.5%Reduced
Partnership Wealth Management, LLC1,138$347.1K0.26%−241−17.5%Reduced
Howe & Rusling Inc1,139$347.5K0.03%00.0%Unchanged
Xponance, Inc.1,153$351.7K0.00%−763−39.8%Reduced
Cresset Asset Management, LLC1,166$355.7K0.00%+1,166New
Peapack Gladstone Financial Corp1,167$356.0K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC1,168$356.3K0.00%+227+24.1%Added
Advisor Group Holdings, Inc.1,251$381.6K0.00%−252−16.8%Reduced
Cetera Investment Advisers1,279$390.2K0.00%−143−10.1%Reduced
Stifel Financial Corp1,281$390.8K0.00%+146+12.9%Added
Pacer Advisors, Inc.1,342$409.4K0.00%−371−21.7%Reduced
Federated Hermes, Inc.1,371$418.2K0.00%−98−6.7%Reduced
Investors Research Corp1,375$419.4K0.10%00.0%Unchanged
Oak Thistle LLC1,381$421.3K0.31%+1,381New
Pine Haven Investment Counsel, Inc1,394$425.2K0.37%+10+0.7%Added
Capula Management Ltd1,394$425.2K0.00%+1,394New
Roberts Glore & Co Inc1,442$439.9K0.13%+400+38.4%Added
Capstone Investment Advisors, LLC1,449$442.0K0.01%−2,463−63.0%Reduced
Commonwealth Equity Services, LLC1,461$446.0K0.00%−160−9.9%Reduced
Cambria Investment Management, L.P.1,467$447.5K0.03%+1,467New
NJ State Employees Deferred Compensation Plan1,500$457.6K0.06%00.0%Unchanged
Trust Co of Vermont1,580$482.0K0.03%00.0%Unchanged
Aigen Investment Management, LP1,658$505.8K0.10%+1,658New
Versor Investments LP1,674$510.7K0.09%−822−32.9%Reduced
Mercer Global Advisors Inc3,473$532.2K0.00%+3,473New
Diversified Investment Strategies, LLC1,865$568.9K0.40%+225+13.7%Added
State of Tennessee, Treasury Department1,892$577.2K0.00%+1,892New
New Mexico Educational Retirement Board1,900$580.0K0.02%00.0%Unchanged
Oregon Public Employees Retirement Fund1,928$588.1K0.01%−400−17.2%Reduced
Lazard Asset Management LLC1,934$589.0K0.00%+1,779+1,147.7%Added
Allspring Global Investments Holdings, LLC1,944$593.0K0.00%−15,659−89.0%Reduced
Ameritas Investment Partners, Inc.1,945$593.3K0.02%−135−6.5%Reduced
Trexquant Investment LP1,955$596.4K0.01%−14,022−87.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,027$618.3K0.00%−55−2.6%Reduced
Northwestern Mutual Investment Management Company, LLC2,041$622.6K0.02%−58−2.8%Reduced
Bank Hapoalim BM2,068$631.0K0.09%−75−3.5%Reduced
Two Sigma Advisers, LP2,100$640.6K0.00%−15,300−87.9%Reduced
Quinn Opportunity Partners LLC2,100$640.6K0.07%+2,100New
NBC Securities, Inc.2,181$665.0K0.06%−33−1.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,180$665.0K0.00%−15,741−87.8%Reduced
State of Michigan Retirement System2,183$665.9K0.00%−100−4.4%Reduced
Wolverine Trading, LLC2,190$668.1K0.01%+549+33.5%Added
Thrivent Financial for Lutherans2,209$674.0K0.00%−149−6.3%Reduced
Exchange Traded Concepts, LLC2,215$675.7K0.02%+99+4.7%Added
Victory Capital Management Inc2,230$680.3K0.00%−57−2.5%Reduced
Two Sigma Securities, LLC2,256$688.2K0.03%+2,256New
Zurcher Kantonalbank (Zurich Cantonalbank)2,260$689.4K0.00%+200+9.7%Added
Voloridge Investment Management, LLC2,309$704.4K0.00%+2,309New
Creative Planning2,385$727.5K0.00%+158+7.1%Added
Teacher Retirement System of Texas2,508$765.0K0.00%−366−12.7%Reduced
Pinebridge Investments, L.P.2,544$776.0K0.01%+958+60.4%Added
Louisiana State Employees Retirement System2,600$793.1K0.02%−100−3.7%Reduced
Arizona State Retirement System2,648$807.8K0.01%+5+0.2%Added
Intech Investment Management LLC2,732$833.4K0.01%+2,732New
Pearl River Capital, LLC2,767$844.1K0.13%+1,492+117.0%Added
Yousif Capital Management, LLC2,802$854.8K0.01%−433−13.4%Reduced
Quantinno Capital Management LP2,817$859.3K0.02%+2,817New
Bridgewater Associates, LP2,834$864.5K0.00%−10,033−78.0%Reduced
Balyasny Asset Management LLC2,845$867.9K0.00%−13,384−82.5%Reduced
Verition Fund Management LLC2,885$880.1K0.01%−9,478−76.7%Reduced
Seven Eight Capital, LP2,966$904.8K0.09%−1,974−40.0%Reduced
Founders Capital Management, LLC2,995$913.6K0.16%00.0%Unchanged