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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
Cullen/Frost Bankers, Inc.18$5.21K0.00%+16+800.0%Added
Partnership Wealth Management, LLC17$4.92K0.00%−1,121−98.5%Reduced
Truvestments Capital LLC16$4.63K0.00%+16New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$4.34K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$4.34K0.00%00.0%Unchanged
Activest Wealth Management15$4.34K0.00%00.0%Unchanged
Quent Capital, LLC11$3.18K0.00%00.0%Unchanged
Smartleaf Asset Management LLC11$3.12K0.00%+11New
RE Dickinson Investment Advisors, LLC10$2.89K0.00%+10New
Planning Capital Management Corp10$2.89K0.00%+10New
NVWM, LLC10$2.89K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$2.89K0.00%00.0%Unchanged
LGT Financial Advisors LLC10$2.89K0.01%00.0%Unchanged
Advisors Asset Management, Inc.9$2.60K0.00%+9New
Ritter Daniher Financial Advisory LLC8$2.31K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec8$2.31K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC7$2.02K0.00%+2+40.0%Added
Jaffetilchin Investment Partners, LLC5$1.45K0.00%+5New
Independence Bank of Kentucky5$1.45K0.00%+5New
CVA Family Office, LLC4$1.16K0.00%+1+33.3%Added
EverSource Wealth Advisors, LLC4$1.16K0.00%−3−42.9%Reduced
AdvisorNet Financial, Inc3$8670.00%+3New
MV Capital Management, Inc.2$5790.00%00.0%Unchanged
Signature Resources Capital Management, LLC2$5780.00%00.0%Unchanged
Legacy Investment Solutions, LLC1$3240.00%+1New
Legacy Wealth Managment, LLC1$3240.00%+1New
Quadrant Capital Group LLC1$2900.00%−33−97.1%Reduced
DHJJ Financial Advisors, Ltd.1$2900.00%00.0%Unchanged
SJS Investment Consulting Inc.1$2900.00%00.0%Unchanged
Signaturefd, LLC1$2890.00%−47−97.9%Reduced
Massmutual Trust Co FSB1$2890.00%−1−50.0%Reduced
Raffa Wealth Management, LLC1$2890.00%00.0%Unchanged
Centre Asset Management, LLC0$00.00%−28,537−100.0%Sold out
Wellington Management Group LLP0$00.00%−28,099−100.0%Sold out
Bank of Nova Scotia0$00.00%−11,791−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−11,694−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,426−100.0%Sold out
Van Eck Associates Corp0$00.00%−8,481−100.0%Sold out
Governors Lane LP0$00.00%−8,100−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−5,183−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−3,895−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−3,722−100.0%Sold out
ING Groep NV0$00.00%−3,500−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−3,359−100.0%Sold out
Seven Eight Capital, LP0$00.00%−2,966−100.0%Sold out
Pearl River Capital, LLC0$00.00%−2,767−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,256−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,180−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,100−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−3,473−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,658−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,449−100.0%Sold out
Capula Management Ltd0$00.00%−1,394−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,110−100.0%Sold out
Vise Technologies, Inc.0$00.00%−1,019−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−986−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−980−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−837−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−836−100.0%Sold out
Raymond James & Associates0$00.00%−800−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−750−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−729−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−716−100.0%Sold out
Teza Capital Management LLC0$00.00%−704−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−680−100.0%Sold out
Highland Capital Management Fund Advisors, L.P.0$00.00%−675−100.0%Sold out
Walleye Capital LLC0$00.00%−324−100.0%Sold out
Kelly Financial Services LLC0$00.00%−132−100.0%Sold out
Global X Japan Co., Ltd.0$00.00%−47−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−20−100.0%Sold out
Ci Investments Inc.0$00.00%−17−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−10−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−9−100.0%Sold out
Innealta Capital, LLC0$00.00%−4−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−4−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Gradient Investments LLC0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
JJJ Advisors Inc.––––Not filed