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 |
|---|---|---|---|---|---|
| JustInvest LLC | 1,006 | $290.9K | 0.00% | +293+41.1% | Added |
| Caldwell Trust Co | 1,000 | $289.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 975 | $281.9K | 0.00% | −276−22.1% | Reduced |
| Paloma Partners Management Co | 960 | $277.6K | 0.01% | +960 | New |
| Oak Thistle LLC | 936 | $270.6K | 0.09% | −445−32.2% | Reduced |
| HighTower Advisors, LLC | 910 | $270.0K | 0.00% | −39−4.1% | Reduced |
| Claro Advisors LLC | 928 | $268.3K | 0.03% | +928 | New |
| CIBC World Markets Inc. | 920 | $266.0K | 0.00% | −11−1.2% | Reduced |
| Bank of Montreal | 933 | $264.5K | 0.00% | +12+1.3% | Added |
| Occudo Quantitative Strategies LP | 877 | $253.6K | 0.05% | +877 | New |
| Great Valley Advisor Group, Inc. | 867 | $250.9K | 0.01% | +68+8.5% | Added |
| Sherbrooke Park Advisers LLC | 862 | $249.2K | 0.06% | +862 | New |
| Balanced Rock Investment Advisor | 857 | $247.8K | 0.19% | +10+1.2% | Added |
| AdvisorShares Investments LLC | 854 | $246.9K | 0.05% | −46−5.1% | Reduced |
| Ariadne Wealth Management, LP | 798 | $245.2K | 0.13% | +798 | New |
| Commerce Bank | 824 | $238.3K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 815 | $235.6K | 0.19% | +23+2.9% | Added |
| National Bank of Canada | 793 | $229.3K | 0.00% | +72+10.0% | Added |
| Allianz Asset Management GmbH | 715 | $206.7K | 0.00% | −85−10.6% | Reduced |
| CenterBook Partners LP | 700 | $202.4K | 0.01% | −8,819−92.6% | Reduced |
| nVerses Capital, LLC | 700 | $202.4K | 0.09% | +700 | New |
| Securian Asset Management, Inc | 685 | $198.1K | 0.01% | −100−12.7% | Reduced |
| Venturi Wealth Management, LLC | 501 | $144.9K | 0.01% | +458+1,065.1% | Added |
| Oakworth Capital, Inc. | 500 | $144.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 480 | $138.8K | 0.10% | +4+0.8% | Added |
| Capital Performance Advisors LLP | 478 | $138.2K | 0.04% | +478 | New |
| Jones Financial Companies LLLP | 483 | $136.9K | 0.00% | +76+18.7% | Added |
| Nisa Investment Advisors, LLC | 465 | $134.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 467 | $134.0K | 0.00% | −1,467−75.9% | Reduced |
| Allworth Financial LP | 436 | $126.1K | 0.00% | −56−11.4% | Reduced |
| AlphaMark Advisors, LLC | 420 | $121.0K | 0.04% | −75−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 404 | $116.8K | 0.00% | −63−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 388 | $112.2K | 0.00% | −3,623−90.3% | Reduced |
| Amica Retiree Medical Trust | 377 | $109.0K | 0.09% | +377 | New |
| Principal Securities, Inc. | 339 | $98.0K | 0.00% | +66+24.2% | Added |
| Sterling Capital Management LLC | 311 | $89.9K | 0.00% | +311 | New |
| Studio Investment Management LLC | 307 | $88.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 301 | $87.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 291 | $84.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $79.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $73.2K | 0.02% | +219+644.1% | Added |
| Sachetta, LLC | 245 | $70.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 227 | $65.6K | 0.00% | +21+10.2% | Added |
| CoreCap Advisors, LLC | 226 | $65.3K | 0.00% | +226 | New |
| Eukles Asset Management | 218 | $63.0K | 0.03% | −54−19.9% | Reduced |
| Parallel Advisors, LLC | 195 | $56.4K | 0.00% | +60+44.4% | Added |
| International Assets Investment Management, LLC | 15,614 | $54.0K | 0.00% | +15,614 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 169 | $48.9K | 0.01% | +169 | New |
| Peterson Wealth Services | 167 | $48.3K | 0.02% | +167 | New |
| US Bancorp | 162 | $46.8K | 0.00% | −50−23.6% | Reduced |
| True Wealth Design, LLC | 161 | $46.6K | 0.02% | +161 | New |
| ORG Partners LLC | 160 | $46.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $45.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 155 | $44.8K | 0.02% | −138−47.1% | Reduced |
| Huntington National Bank | 155 | $44.8K | 0.00% | +1+0.6% | Added |
| DekaBank Deutsche Girozentrale | 155 | $44.0K | 0.00% | −95−38.0% | Reduced |
| HM Payson & Co | 150 | $43.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $41.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 129 | $37.3K | 0.00% | −101−43.9% | Reduced |
| Covestor Ltd | 127 | $37.0K | 0.02% | +34+36.6% | Added |
| First Horizon Advisors, Inc. | 121 | $35.0K | 0.00% | +62+105.1% | Added |
| Quarry LP | 116 | $33.5K | 0.01% | −155−57.2% | Reduced |
| LRI Investments, LLC | 100 | $32.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $31.5K | 0.00% | +100+1,111.1% | Added |
| Main Street Group, LTD | 102 | $29.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $28.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $27.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 81 | $23.4K | 0.00% | +11+15.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76 | $21.5K | 0.00% | +76 | New |
| Harbor Investment Advisory, LLC | 70 | $20.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $20.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $19.0K | 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 |
| IFP Advisors, Inc | 60 | $17.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 59 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 53 | $15.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 53 | $15.3K | 0.00% | −1−1.9% | Reduced |
| 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 |
| Amundi | 53 | $14.4K | 0.00% | +53 | New |
| Kozak & Associates, Inc. | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $12.7K | 0.00% | −12−21.4% | Reduced |
| Hollencrest Capital Management | 43 | $12.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $9.83K | 0.00% | −49−59.0% | Reduced |
| Indiana Trust & Investment Management CO | 33 | $9.54K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $9.48K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 32 | $9.25K | 0.00% | +32 | New |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $7.61K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $7.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $6.36K | 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 |
| 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 |
| Ronald Blue Trust, Inc. | 18 | $5.49K | 0.00% | −5−21.7% | Reduced |