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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 949 | $299.0K | 0.00% | −50−5.0% | Reduced |
| Camelot Portfolios, LLC | 980 | $298.9K | 0.17% | +980 | New |
| PEAK6 Investments LLC | 943 | $287.7K | 0.01% | −938−49.9% | Reduced |
| CIBC World Markets Inc. | 931 | $284.0K | 0.00% | +152+19.5% | Added |
| Bank of Montreal | 921 | $281.0K | 0.00% | −2,820−75.4% | Reduced |
| AdvisorShares Investments LLC | 900 | $271.7K | 0.05% | +900 | New |
| Balanced Rock Investment Advisor | 847 | $258.4K | 0.22% | +26+3.2% | Added |
| Bridgefront Capital, LLC | 837 | $255.3K | 0.11% | +837 | New |
| Kestra Advisory Services, LLC | 836 | $255.0K | 0.00% | +126+17.7% | Added |
| Commerce Bank | 824 | $251.4K | 0.00% | −308−27.2% | Reduced |
| Raymond James & Associates | 800 | $244.0K | 0.00% | −412−34.0% | Reduced |
| Allianz Asset Management GmbH | 800 | $244.0K | 0.00% | +6+0.8% | Added |
| Great Valley Advisor Group, Inc. | 799 | $243.8K | 0.01% | +29+3.8% | Added |
| Sage Private Wealth Group, LLC | 792 | $241.6K | 0.20% | +34+4.5% | Added |
| Securian Asset Management, Inc | 785 | $239.5K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 750 | $228.0K | 0.02% | +750 | New |
| Graham Capital Management, L.P. | 729 | $222.4K | 0.01% | −1,978−73.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 716 | $218.4K | 0.00% | +716 | New |
| JustInvest LLC | 713 | $217.5K | 0.00% | −12−1.7% | Reduced |
| Captrust Financial Advisors | 713 | $217.5K | 0.00% | +713 | New |
| National Bank of Canada | 721 | $216.8K | 0.00% | −5−0.7% | Reduced |
| Pallas Capital Advisors LLC | 770 | $216.2K | 0.01% | +770 | New |
| Teza Capital Management LLC | 704 | $214.8K | 0.03% | +704 | New |
| BNP Paribas Arbitrage, SA | 703 | $214.4K | 0.00% | −2,109−75.0% | Reduced |
| Sanctuary Advisors, LLC | 752 | $213.0K | 0.00% | +752 | New |
| Maryland State Retirement & Pension System | 680 | $207.4K | 0.00% | +680 | New |
| Highland Capital Management Fund Advisors, L.P. | 675 | $205.9K | 0.03% | +675 | New |
| CWM, LLC | 623 | $190.0K | 0.00% | +287+85.4% | Added |
| Oakworth Capital, Inc. | 500 | $152.5K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 495 | $151.0K | 0.05% | −433−46.7% | Reduced |
| 1620 Investment Advisors, Inc. | 476 | $145.2K | 0.11% | +476 | New |
| Northwestern Mutual Wealth Management Co | 467 | $142.5K | 0.00% | −48−9.3% | Reduced |
| Nisa Investment Advisors, LLC | 465 | $141.8K | 0.00% | −1,454−75.8% | Reduced |
| Allworth Financial LP | 492 | $137.4K | 0.00% | +88+21.8% | Added |
| Jones Financial Companies LLLP | 407 | $124.2K | 0.00% | +407 | New |
| Walleye Capital LLC | 324 | $98.8K | 0.00% | −92−22.1% | Reduced |
| Studio Investment Management LLC | 307 | $93.7K | 0.02% | +175+132.6% | Added |
| KBC Group NV | 301 | $92.0K | 0.00% | +78+35.0% | Added |
| CNB Bank | 293 | $89.4K | 0.04% | −596−67.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 291 | $88.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $84.2K | 0.00% | −1−0.4% | Reduced |
| Principal Securities, Inc. | 273 | $83.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 272 | $83.0K | 0.04% | −31−10.2% | Reduced |
| Quarry LP | 271 | $82.7K | 0.03% | +246+984.0% | Added |
| DekaBank Deutsche Girozentrale | 250 | $75.0K | 0.00% | +95+61.3% | Added |
| Leonteq Securities AG | 230 | $70.2K | 0.01% | −174−43.1% | Reduced |
| Sachetta, LLC | 245 | $68.3K | 0.03% | +230+1,533.3% | Added |
| US Bancorp | 212 | $64.7K | 0.00% | −137−39.3% | Reduced |
| Umb Bank N A | 206 | $62.8K | 0.00% | −19−8.4% | Reduced |
| ORG Partners LLC | 160 | $48.3K | 0.01% | +160 | New |
| MCF Advisors LLC | 156 | $47.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $47.0K | 0.00% | −32−17.2% | Reduced |
| HM Payson & Co | 150 | $45.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $44.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $41.2K | 0.00% | +10+8.0% | Added |
| Kelly Financial Services LLC | 132 | $40.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $30.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $30.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $30.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $29.9K | 0.01% | +92+1,533.3% | Added |
| Addison Advisors LLC | 94 | $28.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $28.0K | 0.02% | −312−77.0% | Reduced |
| Farther Finance Advisors, LLC | 83 | $25.1K | 0.00% | +82+8,200.0% | Added |
| 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 |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $18.1K | 0.00% | −265−80.8% | Reduced |
| Armstrong Advisory Group, Inc | 59 | $18.0K | 0.00% | −5−7.8% | Reduced |
| First Horizon Advisors, Inc. | 59 | $18.0K | 0.00% | +59 | New |
| Hexagon Capital Partners LLC | 56 | $17.1K | 0.00% | −13−18.8% | Reduced |
| Fifth Third Bancorp | 54 | $16.5K | 0.00% | +29+116.0% | Added |
| Sandy Spring Bank | 53 | $16.2K | 0.00% | +10+23.3% | 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 |
| Signaturefd, LLC | 48 | $14.6K | 0.00% | +27+128.6% | Added |
| Global X Japan Co., Ltd. | 47 | $14.3K | 0.00% | −50−51.5% | Reduced |
| Kozak & Associates, Inc. | 48 | $14.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 43 | $13.1K | 0.00% | +43 | New |
| Hollencrest Capital Management | 43 | $13.1K | 0.00% | −23−34.8% | Reduced |
| GWM Advisors LLC | 40 | $12.2K | 0.00% | −16−28.6% | Reduced |
| Quadrant Capital Group LLC | 34 | $10.4K | 0.00% | +12+54.5% | Added |
| Versant Capital Management, Inc | 34 | $10.4K | 0.00% | +34 | New |
| Indiana Trust & Investment Management CO | 33 | $10.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 23 | $7.00K | 0.00% | +8+53.3% | Added |
| Cape Investment Advisory, Inc. | 22 | $6.71K | 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 |
| Ci Investments Inc. | 17 | $5.00K | 0.00% | −2−10.5% | Reduced |
| Bessemer Group Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.58K | 0.00% | 00.0% | Unchanged |