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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
Cresset Asset Management, LLC5,058$1.46M0.01%+3,892+333.8%Added
Algert Global LLC5,053$1.46M0.04%00.0%Unchanged
SW Investment Management LLC5,000$1.45M0.38%00.0%Unchanged
XTX Topco Ltd4,902$1.42M0.10%+935+23.6%Added
Squarepoint Ops LLC4,849$1.40M0.00%−16,092−76.8%Reduced
Profit Investment Management, LLC4,848$1.40M1.10%−6,139−55.9%Reduced
Schechter Investment Advisors, LLC4,801$1.39M0.10%−77−1.6%Reduced
Mutual of America Capital Management LLC4,768$1.38M0.01%−468−8.9%Reduced
Oppenheimer Asset Management Inc.4,675$1.35M0.02%−258−5.2%Reduced
Voloridge Investment Management, LLC4,664$1.35M0.00%+2,355+102.0%Added
MetLife Investment Management4,640$1.34M0.01%−260−5.3%Reduced
Janus Henderson Group PLC4,526$1.31M0.00%00.0%Unchanged
Gsa Capital Partners LLP4,181$1.21M0.09%+4,181New
Assetmark, Inc4,154$1.20M0.00%+457+12.4%Added
Amalgamated Bank4,109$1.19M0.01%−1,381−25.2%Reduced
LPL Financial LLC4,081$1.18M0.00%−75−1.8%Reduced
Kornitzer Capital Management Inc3,968$1.15M0.02%+129+3.4%Added
Deerfield Management Company, L.P. (Series C)3,876$1.12M0.02%+3,876New
Treasurer of the State of North Carolina3,875$1.12M0.00%−80−2.0%Reduced
Schonfeld Strategic Advisors LLC3,840$1.11M0.01%+3,840New
Comerica Bank3,783$1.09M0.00%−318−7.8%Reduced
Y-Intercept (Hong Kong) Ltd3,706$1.07M0.07%−1,350−26.7%Reduced
Pallas Capital Advisors LLC3,261$984.4K0.04%+2,491+323.5%Added
Public Employees Retirement System of Ohio3,360$971.5K0.00%−232−6.5%Reduced
Teachers Retirement System of the State of Kentucky3,285$950.0K0.01%−4,824−59.5%Reduced
Amica Mutual Insurance Co3,208$928.0K0.09%00.0%Unchanged
Icon Advisers Inc3,200$925.2K0.19%00.0%Unchanged
Nomura Asset Management Co Ltd3,054$883.0K0.00%00.0%Unchanged
Founders Capital Management, LLC2,995$866.0K0.15%00.0%Unchanged
Headlands Technologies LLC2,794$807.9K0.09%+2,794New
Weiss Asset Management LP2,732$789.9K0.02%+2,732New
Arizona State Retirement System2,705$782.1K0.00%+57+2.2%Added
Citigroup Inc2,669$771.7K0.00%−2,640−49.7%Reduced
SG Americas Securities, LLC2,644$764.0K0.00%+1,527+136.7%Added
Exchange Traded Concepts, LLC2,565$741.6K0.02%+350+15.8%Added
Captrust Financial Advisors2,558$739.6K0.00%+1,845+258.8%Added
Creative Planning2,540$734.4K0.00%+155+6.5%Added
Summit Place Financial Advisors, LLC2,488$719.4K0.40%−508−17.0%Reduced
Teacher Retirement System of Texas2,414$698.0K0.00%−94−3.7%Reduced
Louisiana State Employees Retirement System2,400$693.9K0.01%−200−7.7%Reduced
Bridgewater Associates, LP2,392$691.6K0.00%−442−15.6%Reduced
Qube Research & Technologies Ltd2,386$689.9K0.00%+2,386New
Versor Investments LP2,362$682.9K0.11%+688+41.1%Added
Balyasny Asset Management LLC2,310$667.9K0.00%−535−18.8%Reduced
Yousif Capital Management, LLC2,297$664.2K0.01%−505−18.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,260$653.5K0.00%00.0%Unchanged
Sanctuary Advisors, LLC2,078$650.0K0.00%+1,326+176.3%Added
Susquehanna International Group, LLP2,221$642.2K0.00%−1,800−44.8%Reduced
Victory Capital Management Inc2,192$633.8K0.00%−38−1.7%Reduced
Point72 (DIFC) Ltd2,115$611.5K0.05%+2,115New
Quinn Opportunity Partners LLC2,100$607.2K0.06%00.0%Unchanged
State of Michigan Retirement System2,083$602.3K0.00%−100−4.6%Reduced
Thrivent Financial for Lutherans2,072$599.0K0.00%−137−6.2%Reduced
Cambria Investment Management, L.P.2,027$586.1K0.04%+560+38.2%Added
Northwestern Mutual Investment Management Company, LLC1,957$565.8K0.01%−84−4.1%Reduced
Pinebridge Investments, L.P.1,951$564.1K0.00%−593−23.3%Reduced
Ieq Capital, LLC1,951$564.1K0.01%+1,951New
NBC Securities, Inc.1,950$563.0K0.05%−231−10.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,944$562.1K0.00%−83−4.1%Reduced
Bank Hapoalim BM1,918$555.0K0.08%−150−7.3%Reduced
New Mexico Educational Retirement Board1,900$549.0K0.02%00.0%Unchanged
State of Tennessee, Treasury Department1,892$547.1K0.00%00.0%Unchanged
Colony Group, LLC1,884$544.7K0.00%+1,884New
Diversified Investment Strategies, LLC1,869$540.4K0.36%+4+0.2%Added
Ameritas Investment Partners, Inc.1,809$523.1K0.02%−136−7.0%Reduced
Oregon Public Employees Retirement Fund1,800$520.5K0.01%−128−6.6%Reduced
Allspring Global Investments Holdings, LLC1,607$464.6K0.00%−337−17.3%Reduced
Fox Run Management, L.L.C.1,596$461.5K0.10%+1,596New
Trust Co of Vermont1,580$456.8K0.02%00.0%Unchanged
Intech Investment Management LLC1,560$451.1K0.01%−1,172−42.9%Reduced
NJ State Employees Deferred Compensation Plan1,500$433.7K0.05%00.0%Unchanged
Stifel Financial Corp1,480$427.9K0.00%+199+15.5%Added
BNP Paribas Arbitrage, SA1,440$416.4K0.00%+737+104.8%Added
Roberts Glore & Co Inc1,431$413.8K0.12%−11−0.8%Reduced
Heartland Advisors Inc1,429$413.2K0.02%−2,074−59.2%Reduced
Investors Research Corp1,375$397.6K0.09%00.0%Unchanged
HGK Asset Management Inc1,371$396.4K0.07%+250+22.3%Added
Commonwealth Equity Services, LLC1,345$389.0K0.00%−116−7.9%Reduced
Pacer Advisors, Inc.1,327$383.7K0.00%−15−1.1%Reduced
Pine Haven Investment Counsel, Inc1,294$374.1K0.30%−100−7.2%Reduced
Federated Hermes, Inc.1,286$371.8K0.00%−85−6.2%Reduced
The PNC Financial Services Group, Inc.1,248$360.8K0.00%+253+25.4%Added
Cetera Investment Advisers1,213$350.7K0.00%−66−5.2%Reduced
Wolverine Trading, LLC1,212$343.6K0.01%−978−44.7%Reduced
Quest Partners LLC1,171$338.6K0.03%+1,171New
Xponance, Inc.1,143$330.5K0.00%−10−0.9%Reduced
Advisory Services Network, LLC1,080$329.5K0.01%00.0%Unchanged
Aaron Wealth Advisors1,137$328.8K0.04%+1,137New
Peapack Gladstone Financial Corp1,120$324.0K0.00%−47−4.0%Reduced
Pictet Asset Management Holding SA1,100$318.1K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.1,097$317.2K0.03%+1,097New
PEAK6 Investments LLC1,089$314.9K0.02%+146+15.5%Added
Texas Yale Capital Corp.1,082$312.8K0.01%00.0%Unchanged
HSBC Holdings PLC1,078$312.6K0.00%+1,078New
Gilbert & Cook, Inc.1,076$311.1K0.04%−33−3.0%Reduced
Public Employees Retirement Association of Colorado1,072$310.0K0.00%00.0%Unchanged
Howe & Rusling Inc1,040$300.7K0.03%−99−8.7%Reduced
Toroso Investments, LLC1,033$298.7K0.00%+1,033New
Semus Wealth Partners LLC1,031$298.1K0.21%00.0%Unchanged
State of Alaska, Department of Revenue1,024$296.0K0.00%+5+0.5%Added