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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $289 | 0.00% | −47−97.9% | Reduced |
| Massmutual Trust Co FSB | 1 | $289 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $290 | 0.00% | −33−97.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $290 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1 | $324 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $324 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 2 | $578 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $579 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $867 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 4 | $1.16K | 0.00% | −3−42.9% | Reduced |
| CVA Family Office, LLC | 4 | $1.16K | 0.00% | +1+33.3% | Added |
| Jaffetilchin Investment Partners, LLC | 5 | $1.45K | 0.00% | +5 | New |
| Independence Bank of Kentucky | 5 | $1.45K | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 7 | $2.02K | 0.00% | +2+40.0% | Added |
| Federation des caisses Desjardins du Quebec | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9 | $2.60K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $2.89K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 10 | $2.89K | 0.00% | +10 | New |
| Planning Capital Management Corp | 10 | $2.89K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 11 | $3.12K | 0.00% | +11 | New |
| Quent Capital, LLC | 11 | $3.18K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 16 | $4.63K | 0.00% | +16 | New |
| Partnership Wealth Management, LLC | 17 | $4.92K | 0.00% | −1,121−98.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $5.21K | 0.00% | +16+800.0% | Added |
| Ronald Blue Trust, Inc. | 18 | $5.49K | 0.00% | −5−21.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $5.78K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $5.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 21 | $6.00K | 0.00% | +6+40.0% | Added |
| Hemington Wealth Management | 21 | $6.00K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 22 | $6.36K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $7.23K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $7.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 32 | $9.25K | 0.00% | +32 | New |
| TD Waterhouse Canada Inc. | 33 | $9.48K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $9.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $9.83K | 0.00% | −49−59.0% | Reduced |
| GWM Advisors LLC | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 43 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $12.7K | 0.00% | −12−21.4% | Reduced |
| Kozak & Associates, Inc. | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 53 | $14.4K | 0.00% | +53 | New |
| West Branch Capital LLC | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $14.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 53 | $15.3K | 0.00% | −1−1.9% | Reduced |
| Sandy Spring Bank | 53 | $15.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 59 | $17.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 60 | $17.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $17.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $17.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $20.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $20.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 76 | $21.5K | 0.00% | +76 | New |
| GAMMA Investing LLC | 81 | $23.4K | 0.00% | +11+15.7% | Added |
| Addison Advisors LLC | 94 | $27.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $28.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $29.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $31.5K | 0.00% | +100+1,111.1% | Added |
| LRI Investments, LLC | 100 | $32.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 116 | $33.5K | 0.01% | −155−57.2% | Reduced |
| First Horizon Advisors, Inc. | 121 | $35.0K | 0.00% | +62+105.1% | Added |
| Covestor Ltd | 127 | $37.0K | 0.02% | +34+36.6% | Added |
| Leonteq Securities AG | 129 | $37.3K | 0.00% | −101−43.9% | Reduced |
| First Command Advisory Services, Inc. | 145 | $41.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $43.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $44.0K | 0.00% | −95−38.0% | Reduced |
| CNB Bank | 155 | $44.8K | 0.02% | −138−47.1% | Reduced |
| Huntington National Bank | 155 | $44.8K | 0.00% | +1+0.6% | Added |
| MCF Advisors LLC | 156 | $45.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $46.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 161 | $46.6K | 0.02% | +161 | New |
| US Bancorp | 162 | $46.8K | 0.00% | −50−23.6% | Reduced |
| Peterson Wealth Services | 167 | $48.3K | 0.02% | +167 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 169 | $48.9K | 0.01% | +169 | New |
| International Assets Investment Management, LLC | 15,614 | $54.0K | 0.00% | +15,614 | New |
| Parallel Advisors, LLC | 195 | $56.4K | 0.00% | +60+44.4% | Added |
| Eukles Asset Management | 218 | $63.0K | 0.03% | −54−19.9% | Reduced |
| CoreCap Advisors, LLC | 226 | $65.3K | 0.00% | +226 | New |
| Umb Bank N A | 227 | $65.6K | 0.00% | +21+10.2% | Added |
| Sachetta, LLC | 245 | $70.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $73.2K | 0.02% | +219+644.1% | Added |
| Global Retirement Partners, LLC | 276 | $79.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 291 | $84.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 301 | $87.0K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 307 | $88.8K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 311 | $89.9K | 0.00% | +311 | New |
| Principal Securities, Inc. | 339 | $98.0K | 0.00% | +66+24.2% | Added |
| Amica Retiree Medical Trust | 377 | $109.0K | 0.09% | +377 | New |
| Tower Research Capital LLC (TRC) | 388 | $112.2K | 0.00% | −3,623−90.3% | Reduced |