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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: 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 heldQ3 2024: $2.04B
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, 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
Arizona State Retirement System2,705$782.1K0.00%+57+2.2%Added
Weiss Asset Management LP2,732$789.9K0.02%+2,732New
Headlands Technologies LLC2,794$807.9K0.09%+2,794New
Founders Capital Management, LLC2,995$866.0K0.15%00.0%Unchanged
Nomura Asset Management Co Ltd3,054$883.0K0.00%00.0%Unchanged
Icon Advisers Inc3,200$925.2K0.19%00.0%Unchanged
Amica Mutual Insurance Co3,208$928.0K0.09%00.0%Unchanged
Teachers Retirement System of the State of Kentucky3,285$950.0K0.01%−4,824−59.5%Reduced
Public Employees Retirement System of Ohio3,360$971.5K0.00%−232−6.5%Reduced
Pallas Capital Advisors LLC3,261$984.4K0.04%+2,491+323.5%Added
Y-Intercept (Hong Kong) Ltd3,706$1.07M0.07%−1,350−26.7%Reduced
Comerica Bank3,783$1.09M0.00%−318−7.8%Reduced
Schonfeld Strategic Advisors LLC3,840$1.11M0.01%+3,840New
Treasurer of the State of North Carolina3,875$1.12M0.00%−80−2.0%Reduced
Deerfield Management Company, L.P. (Series C)3,876$1.12M0.02%+3,876New
Kornitzer Capital Management Inc3,968$1.15M0.02%+129+3.4%Added
LPL Financial LLC4,081$1.18M0.00%−75−1.8%Reduced
Amalgamated Bank4,109$1.19M0.01%−1,381−25.2%Reduced
Assetmark, Inc4,154$1.20M0.00%+457+12.4%Added
Gsa Capital Partners LLP4,181$1.21M0.09%+4,181New
Janus Henderson Group PLC4,526$1.31M0.00%00.0%Unchanged
MetLife Investment Management4,640$1.34M0.01%−260−5.3%Reduced
Voloridge Investment Management, LLC4,664$1.35M0.00%+2,355+102.0%Added
Oppenheimer Asset Management Inc.4,675$1.35M0.02%−258−5.2%Reduced
Mutual of America Capital Management LLC4,768$1.38M0.01%−468−8.9%Reduced
Schechter Investment Advisors, LLC4,801$1.39M0.10%−77−1.6%Reduced
Profit Investment Management, LLC4,848$1.40M1.10%−6,139−55.9%Reduced
Squarepoint Ops LLC4,849$1.40M0.00%−16,092−76.8%Reduced
XTX Topco Ltd4,902$1.42M0.10%+935+23.6%Added
SW Investment Management LLC5,000$1.45M0.38%00.0%Unchanged
Algert Global LLC5,053$1.46M0.04%00.0%Unchanged
Cresset Asset Management, LLC5,058$1.46M0.01%+3,892+333.8%Added
New York State Common Retirement Fund5,080$1.47M0.00%−1,123−18.1%Reduced
Quantbot Technologies LP5,130$1.48M0.06%+5,130New
CWM, LLC5,146$1.49M0.01%+4,523+726.0%Added
Voya Investment Management LLC5,522$1.60M0.00%−314−5.4%Reduced
Wealth Enhancement Advisory Services, LLC5,714$1.65M0.00%+4,546+389.2%Added
Cardinal Capital Management5,719$1.65M0.26%+850+17.5%Added
Envestnet Asset Management Inc5,746$1.66M0.00%+84+1.5%Added
Quadrature Capital Ltd5,808$1.68M0.04%+5,808New
Nomura Holdings Inc5,880$1.70M0.01%+2,663+82.8%Added
SEI Investments Co5,896$1.71M0.00%+1,642+38.6%Added
Bokf, NA6,094$1.72M0.03%+30+0.5%Added
Point72 Hong Kong Ltd6,037$1.75M0.13%+6,037New
Ontario Teachers Pension Plan Board6,178$1.79M0.02%−6,869−52.6%Reduced
Asset Management Group, Inc.6,507$1.88M0.33%00.0%Unchanged
Jump Financial, LLC6,512$1.88M0.04%+6,512New
State of Wisconsin Investment Board6,536$1.89M0.00%−113−1.7%Reduced
Brevan Howard Capital Management LP6,647$1.92M0.09%+2,330+54.0%Added
Alberta Investment Management Corp6,900$2.00M0.02%−400−5.5%Reduced
Wedge Capital Management L L P6,971$2.02M0.03%−238−3.3%Reduced
Manufacturers Life Insurance Company, The7,041$2.04M0.00%−760−9.7%Reduced
Wells Fargo & Company7,409$2.14M0.00%−351−4.5%Reduced
Savant Capital, LLC7,826$2.26M0.02%+4,608+143.2%Added
Great West Life Assurance Co8,377$2.42M0.00%+27+0.3%Added
State Board of Administration of Florida Retirement System8,565$2.48M0.00%−313−3.5%Reduced
Price T Rowe Associates Inc9,020$2.61M0.00%+240+2.7%Added
Cerity Partners LLC9,512$2.75M0.01%+9,512New
Alliancebernstein L.P.9,895$2.86M0.00%−3,995−28.8%Reduced
Corebridge Financial, Inc.10,451$3.02M0.02%−1,137−9.8%Reduced
Russell Investments Group, Ltd.10,798$3.12M0.00%−606−5.3%Reduced
Man Group plc10,892$3.15M0.01%−65,794−85.8%Reduced
Gamco Investors, Inc. Et Al12,270$3.55M0.04%−4,515−26.9%Reduced
Ameriprise Financial Inc12,331$3.57M0.00%−1,015−7.6%Reduced
Capital Fund Management S.A.12,506$3.62M0.04%+12,506New
Cubist Systematic Strategies, LLC12,506$3.62M0.05%+12,506New
Barclays PLC12,988$3.76M0.00%+3,983+44.2%Added
New York State Teachers Retirement System13,993$4.05M0.01%−609−4.2%Reduced
Legal & General Group Plc14,149$4.09M0.00%+170+1.2%Added
Los Angeles Capital Management LLC14,310$4.14M0.02%−419−2.8%Reduced
Engineers Gate Manager LP14,581$4.22M0.08%+11,200+331.3%Added
Franklin Resources Inc15,389$4.24M0.00%+1,406+10.1%Added
UBS Asset Management Americas Inc16,753$4.84M0.00%−2,450−12.8%Reduced
Gabelli Funds LLC17,100$4.94M0.04%−1,650−8.8%Reduced
Retirement Systems of Alabama17,211$4.98M0.02%−575−3.2%Reduced
Holocene Advisors, LP17,431$5.04M0.02%+9,882+130.9%Added
Swiss National Bank18,400$5.32M0.00%−200−1.1%Reduced
Tudor Investment Corp Et Al19,372$5.60M0.06%−73−0.4%Reduced
Verition Fund Management LLC19,693$5.69M0.04%+16,808+582.6%Added
Crawford Fund Management, LLC19,936$5.76M4.25%−2,579−11.5%Reduced
Marshall Wace, LLP20,322$5.88M0.01%−80,301−79.8%Reduced
Principal Financial Group Inc20,420$5.90M0.00%−10,051−33.0%Reduced
QV Investors Inc.20,650$5.97M0.53%+80+0.4%Added
Quantinno Capital Management LP21,064$6.09M0.08%+18,247+647.7%Added
Gagnon Securities LLC22,455$6.49M1.29%+3,347+17.5%Added
California State Teachers Retirement System24,852$7.19M0.01%+11,644+88.2%Added
Nuveen Asset Management, LLC25,812$7.46M0.00%−794−3.0%Reduced
Rhumbline Advisers26,105$7.55M0.01%−789−2.9%Reduced
Jane Street Group, LLC26,933$7.79M0.01%+5,082+23.3%Added
First Trust Advisors LP26,939$7.79M0.01%+14,962+124.9%Added
Calamos Advisors LLC26,981$7.80M0.04%+26,981New
Point72 Asset Management, L.P.30,515$8.82M0.03%+30,515New
Two Sigma Investments, LP31,085$8.99M0.02%−4,594−12.9%Reduced
Gotham Asset Management, LLC32,248$9.32M0.10%+19,146+146.1%Added
Bank of America Corp33,081$9.57M0.00%+8,224+33.1%Added
Prudential Financial Inc34,009$9.83M0.01%−9,977−22.7%Reduced
J. Goldman & Co LP34,018$9.84M0.43%+34,018New
Royal Bank of Canada34,662$10.0M0.00%+18,970+120.9%Added
Trexquant Investment LP37,016$10.7M0.14%+35,061+1,793.4%Added
JPMorgan Chase & Co37,296$10.8M0.00%−13,613−26.7%Reduced