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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, Q3 2024

Institutional positions in Boston Beer Co Inc as of Sep 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
332
+9 vs. Q2 2024
Shares held
7.06M
+776.1K (+12.4%) vs. Q2 2024
Total value
$2.04B
+$119.2M (+6.2%) vs. Q2 2024
New holders
54
84 more added
Sold out
45
119 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 332 institutions
Q1 2021: 413 institutionsQ2 2021: 454 institutionsQ3 2021: 376 institutionsQ4 2021: 382 institutionsQ1 2022: 325 institutionsQ2 2022: 316 institutionsQ3 2022: 300 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 heldQ3 2024: $2.05B
Q1 2021: $10.6BQ2 2021: $9.09BQ3 2021: $4.13BQ4 2021: $3.89BQ1 2022: $3.00BQ2 2022: $2.61BQ3 2022: $2.76BQ4 2022: $2.70BQ1 2023: $3.16BQ2 2023: $2.43BQ3 2023: $3.04BQ4 2023: $2.60BQ1 2024: $2.28BQ2 2024: $2.18BQ3 2024: $2.05BQ4 2024: $2.23BQ1 2025: $1.75BQ2 2025: $1.48BQ3 2025: $1.67BQ4 2025: $1.48BQ1 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$1.48B
Q3 2025357$1.67B
Q2 2025348$1.48B
Q1 2025328$1.75B
Q4 2024347$2.23B
Q3 2024332$2.05B
Q2 2024325$2.18B
Q1 2024326$2.28B
Q4 2023342$2.60B
Q3 2023324$3.04B
Q2 2023297$2.43B
Q1 2023304$3.16B
Q4 2022318$2.70B
Q3 2022300$2.76B
Q2 2022316$2.61B
Q1 2022325$3.00B
Q4 2021382$3.89B
Q3 2021376$4.13B
Q2 2021454$9.09B
Q1 2021413$10.6B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2024.

Institutions holding SAM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc881,378$254.8M0.00%+89,227+11.3%Added
BlackRock, Inc.766,741$221.7M0.00%+766,741New
T. Rowe Price Investment Management, Inc.674,068$194.9M0.12%−206,256−23.4%Reduced
FMR LLC500,814$144.8M0.01%−206,643−29.2%Reduced
AQR Capital Management LLC352,439$100.6M0.14%+242,651+221.0%Added
State Street Corp292,643$84.6M0.00%+21,276+7.8%Added
Dimensional Fund Advisors LP206,699$59.8M0.01%+23,727+13.0%Added
Geode Capital Management, LLC148,389$42.9M0.00%−3,810−2.5%Reduced
D. E. Shaw & Co., Inc.127,080$36.7M0.05%+12,344+10.8%Added
Fisher Asset Management, LLC126,243$36.5M0.01%−1,026−0.8%Reduced
Bank of New York Mellon Corp122,215$35.3M0.01%−11,271−8.4%Reduced
Southernsun Asset Management, LLC120,108$34.7M4.12%−22,554−15.8%Reduced
Norges Bank111,432$32.2M0.00%+6,205+5.9%Added
Invesco Ltd.109,684$31.7M0.01%−16,702−13.2%Reduced
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)106,317$30.7M1.45%00.0%Unchanged
Armistice Capital, LLC95,807$27.7M0.72%−1,485−1.5%Reduced
Charles Schwab Investment Management Inc89,681$25.9M0.00%−21,512−19.3%Reduced
Citadel Advisors LLC82,390$23.8M0.02%+37,213+82.4%Added
Millennium Management LLC77,823$22.5M0.02%+52,643+209.1%Added
Loomis Sayles & Co L P72,833$21.1M0.03%−8,653−10.6%Reduced
Renaissance Technologies LLC72,279$20.9M0.03%+27,079+59.9%Added
Canada Pension Plan Investment Board66,800$19.3M0.02%+18,500+38.3%Added
Northern Trust Corp66,174$19.1M0.00%−7,784−10.5%Reduced
Morgan Stanley56,602$16.4M0.00%−9,109−13.9%Reduced
Goldman Sachs Group Inc56,328$16.3M0.00%+9,006+19.0%Added
UBS Group AG54,450$15.7M0.00%+14,902+37.7%Added
Mesirow Institutional Investment Management, Inc.54,334$15.7M1.20%+1,837+3.5%Added
Jacobs Levy Equity Management, Inc52,568$15.2M0.06%−1,055−2.0%Reduced
American Century Companies Inc44,846$13.0M0.01%+3,768+9.2%Added
Deutsche Bank AG40,442$11.7M0.00%−2,540−5.9%Reduced
TD Asset Management Inc39,532$11.2M0.01%−9,600−19.5%Reduced
Assenagon Asset Management S.A.37,371$10.8M0.02%−9,288−19.9%Reduced
JPMorgan Chase & Co37,296$10.8M0.00%−13,613−26.7%Reduced
Trexquant Investment LP37,016$10.7M0.14%+35,061+1,793.4%Added
Royal Bank of Canada34,662$10.0M0.00%+18,970+120.9%Added
J. Goldman & Co LP34,018$9.84M0.43%+34,018New
Prudential Financial Inc34,009$9.83M0.01%−9,977−22.7%Reduced
Bank of America Corp33,081$9.57M0.00%+8,224+33.1%Added
Gotham Asset Management, LLC32,248$9.32M0.10%+19,146+146.1%Added
Two Sigma Investments, LP31,085$8.99M0.02%−4,594−12.9%Reduced
Point72 Asset Management, L.P.30,515$8.82M0.03%+30,515New
Calamos Advisors LLC26,981$7.80M0.04%+26,981New
First Trust Advisors LP26,939$7.79M0.01%+14,962+124.9%Added
Jane Street Group, LLC26,933$7.79M0.01%+5,082+23.3%Added
Rhumbline Advisers26,105$7.55M0.01%−789−2.9%Reduced
Nuveen Asset Management, LLC25,812$7.46M0.00%−794−3.0%Reduced
California State Teachers Retirement System24,852$7.19M0.01%+11,644+88.2%Added
Gagnon Securities LLC22,455$6.49M1.29%+3,347+17.5%Added
Quantinno Capital Management LP21,064$6.09M0.08%+18,247+647.7%Added
QV Investors Inc.20,650$5.97M0.53%+80+0.4%Added
Principal Financial Group Inc20,420$5.90M0.00%−10,051−33.0%Reduced
Marshall Wace, LLP20,322$5.88M0.01%−80,301−79.8%Reduced
Crawford Fund Management, LLC19,936$5.76M4.25%−2,579−11.5%Reduced
Verition Fund Management LLC19,693$5.69M0.04%+16,808+582.6%Added
Tudor Investment Corp Et Al19,372$5.60M0.06%−73−0.4%Reduced
Swiss National Bank18,400$5.32M0.00%−200−1.1%Reduced
Holocene Advisors, LP17,431$5.04M0.02%+9,882+130.9%Added
Retirement Systems of Alabama17,211$4.98M0.02%−575−3.2%Reduced
Gabelli Funds LLC17,100$4.94M0.04%−1,650−8.8%Reduced
UBS Asset Management Americas Inc16,753$4.84M0.00%−2,450−12.8%Reduced
Franklin Resources Inc15,389$4.24M0.00%+1,406+10.1%Added
Engineers Gate Manager LP14,581$4.22M0.08%+11,200+331.3%Added
Los Angeles Capital Management LLC14,310$4.14M0.02%−419−2.8%Reduced
Legal & General Group Plc14,149$4.09M0.00%+170+1.2%Added
New York State Teachers Retirement System13,993$4.05M0.01%−609−4.2%Reduced
Barclays PLC12,988$3.76M0.00%+3,983+44.2%Added
Cubist Systematic Strategies, LLC12,506$3.62M0.05%+12,506New
Capital Fund Management S.A.12,506$3.62M0.04%+12,506New
Ameriprise Financial Inc12,331$3.57M0.00%−1,015−7.6%Reduced
Gamco Investors, Inc. Et Al12,270$3.55M0.04%−4,515−26.9%Reduced
Man Group plc10,892$3.15M0.01%−65,794−85.8%Reduced
Russell Investments Group, Ltd.10,798$3.12M0.00%−606−5.3%Reduced
Corebridge Financial, Inc.10,451$3.02M0.02%−1,137−9.8%Reduced
Alliancebernstein L.P.9,895$2.86M0.00%−3,995−28.8%Reduced
Cerity Partners LLC9,512$2.75M0.01%+9,512New
Price T Rowe Associates Inc9,020$2.61M0.00%+240+2.7%Added
State Board of Administration of Florida Retirement System8,565$2.48M0.00%−313−3.5%Reduced
Great West Life Assurance Co8,377$2.42M0.00%+27+0.3%Added
Savant Capital, LLC7,826$2.26M0.02%+4,608+143.2%Added
Wells Fargo & Company7,409$2.14M0.00%−351−4.5%Reduced
Manufacturers Life Insurance Company, The7,041$2.04M0.00%−760−9.7%Reduced
Wedge Capital Management L L P6,971$2.02M0.03%−238−3.3%Reduced
Alberta Investment Management Corp6,900$2.00M0.02%−400−5.5%Reduced
Brevan Howard Capital Management LP6,647$1.92M0.09%+2,330+54.0%Added
State of Wisconsin Investment Board6,536$1.89M0.00%−113−1.7%Reduced
Jump Financial, LLC6,512$1.88M0.04%+6,512New
Asset Management Group, Inc.6,507$1.88M0.33%00.0%Unchanged
Ontario Teachers Pension Plan Board6,178$1.79M0.02%−6,869−52.6%Reduced
Point72 Hong Kong Ltd6,037$1.75M0.13%+6,037New
Bokf, NA6,094$1.72M0.03%+30+0.5%Added
SEI Investments Co5,896$1.71M0.00%+1,642+38.6%Added
Nomura Holdings Inc5,880$1.70M0.01%+2,663+82.8%Added
Quadrature Capital Ltd5,808$1.68M0.04%+5,808New
Envestnet Asset Management Inc5,746$1.66M0.00%+84+1.5%Added
Cardinal Capital Management5,719$1.65M0.26%+850+17.5%Added
Wealth Enhancement Advisory Services, LLC5,714$1.65M0.00%+4,546+389.2%Added
Voya Investment Management LLC5,522$1.60M0.00%−314−5.4%Reduced
CWM, LLC5,146$1.49M0.01%+4,523+726.0%Added
Quantbot Technologies LP5,130$1.48M0.06%+5,130New
New York State Common Retirement Fund5,080$1.47M0.00%−1,123−18.1%Reduced