Boston Beer Co Inc

SAM

Exchange: NYSE
Industry: Malt Beverages
SEC CIK: 0000949870

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Boston Beer Co Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of SAM: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	332	2	347	+17
Shares	7.06M	1.10K	7.43M	+370.9K (+5.3%)
Value	$2.04B	$317.8K	$2.23B	+$192.9M (+9.5%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Boston Beer Co Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SAM in Q4 2024
Institution	Shares	Value	% of portfolio
Cooper Creek Partners Management LLC	83,520	$25.1M	0.78%
Global Alpha Capital Management Ltd.	77,834	$23.3M	1.69%
Freestone Grove Partners LP	71,377	$21.4M	0.26%
Winton Group Ltd	21,572	$6.47M	0.43%
Lighthouse Investment Partners, LLC	21,303	$6.39M	0.25%
Dean Investment Associates, LLC	15,466	$4.64M	0.66%
Savoir Faire Capital Management, L.P.	14,125	$4.24M	2.01%
Redwood Investment Management, LLC	12,287	$3.69M	0.36%
Dean Capital Management	10,424	$3.13M	1.33%
Edgestream Partners, L.P.	9,702	$2.91M	0.12%
Legato Capital Management LLC	6,555	$1.97M	0.26%
Aquatic Capital Management LLC	6,301	$1.89M	0.05%
Fieldview Capital Management, LLC	4,101	$1.23M	0.19%
Police & Firemen's Retirement System of New Jersey	3,156	$946.7K	0.01%
Wernau Asset Management Inc.	2,500	$750.0K	0.73%
Essential Planning, LLC.	2,145	$646.9K	0.00%
Merit Financial Group, LLC	1,448	$434.4K	0.01%
Mackenzie Financial Corp	1,386	$415.8K	0.00%
Aigen Investment Management, LP	1,310	$393.0K	0.07%
Mercer Global Advisors Inc	1,286	$385.8K	0.00%
Virtu Financial LLC	1,258	$377.0K	0.02%
Entropy Technologies, LP	1,226	$367.8K	0.04%
Empowered Funds, LLC	1,109	$332.7K	0.00%
Two Sigma Securities, LLC	1,041	$312.3K	0.06%
Camelot Portfolios, LLC	960	$288.0K	0.31%
Walleye Trading LLC	875	$262.5K	0.01%
Kera Capital Partners, Inc.	854	$256.2K	0.07%
CI Private Wealth, LLC	819	$245.7K	0.00%
Raymond James Financial Inc	809	$242.7K	0.00%
Dark Forest Capital Management LP	771	$231.3K	0.03%
RSM US Wealth Management LLC	752	$224.5K	0.00%
NorthCrest Asset Manangement, LLC	732	$219.6K	0.01%
Sym Financial Corp	724	$217.2K	0.03%
Polymer Capital Management (US) LLC	712	$213.6K	0.07%
New Age Alpha Advisors, LLC	711	$213.3K	0.01%
Lecap Asset Management Ltd	691	$207.3K	0.06%
Thoroughbred Financial Services, LLC	682	$204.0K	0.01%
Simplex Trading, LLC	413	$123.0K	0.00%
Bayforest Capital Ltd	270	$81.0K	0.10%
GeoWealth Management, LLC	116	$34.8K	0.00%
Medallion Wealth Advisors, LLC	57	$17.1K	0.01%
Colonial Trust Co	46	$13.8K	0.00%
MAI Capital Management	33	$9.90K	0.00%
St Germain D J Co Inc	28	$8.40K	0.00%
Pilgrim Partners Asia Pte Ltd	15	$4.50K	0.00%
Golden State Wealth Management, LLC	10	$3.00K	0.00%
Grove Bank & Trust	7	$2.10K	0.00%
SBI Securities Co., Ltd.	6	$1.80K	0.00%
Transce3nd, LLC	6	$1.80K	0.00%
Putney Financial Group LLC	4	$1.20K	0.00%
JFS Wealth Advisors, LLC	3	$900	0.00%
Parkside Financial Bank & Trust	1	$300	0.00%
Global Financial Private Client, LLC	1	$300	0.00%
Innovative Advisory Group, LLC	1	$300	0.00%

Sold out (37)

Institutions that held Boston Beer Co Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SAM in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Prudential Financial Inc	34,009	$9.83M
Marshall Wace, LLP	20,322	$5.88M
Tudor Investment Corp Et Al	19,372	$5.60M
Los Angeles Capital Management LLC	14,310	$4.14M
Capital Fund Management S.A.	12,506	$3.62M
Quadrature Capital Ltd	5,808	$1.68M
Quantbot Technologies LP	5,130	$1.48M
Voloridge Investment Management, LLC	4,664	$1.35M
Deerfield Management Company, L.P. (Series C)	3,876	$1.12M
Headlands Technologies LLC	2,794	$807.9K
Weiss Asset Management LP	2,732	$789.9K
SG Americas Securities, LLC	2,644	$764.0K
Sanctuary Advisors, LLC	2,078	$650.0K
Point72 (DIFC) Ltd	2,115	$611.5K
Quinn Opportunity Partners LLC	2,100	$607.2K
Pinebridge Investments, L.P.	1,951	$564.1K
Advisory Services Network, LLC	1,080	$329.5K
Landscape Capital Management, L.L.C.	1,097	$317.2K
Paloma Partners Management Co	960	$277.6K
Oak Thistle LLC	936	$270.6K
Occudo Quantitative Strategies LP	877	$253.6K
Sherbrooke Park Advisers LLC	862	$249.2K
Balanced Rock Investment Advisor	857	$247.8K
Ariadne Wealth Management, LP	798	$245.2K
CenterBook Partners LP	700	$202.4K
nVerses Capital, LLC	700	$202.4K
International Assets Investment Management, LLC	15,614	$54.0K
Peterson Wealth Services	167	$48.3K
Quarry LP	116	$33.5K
Mirae Asset Global Investments Co., Ltd.	76	$21.5K
DAGCO, Inc.	50	$14.5K
Mirae Asset Global ETFs Holdings Ltd.	32	$9.25K
Partnership Wealth Management, LLC	17	$4.92K
Truvestments Capital LLC	16	$4.63K
Jaffetilchin Investment Partners, LLC	5	$1.45K
AdvisorNet Financial, Inc	3	$867
Signature Resources Capital Management, LLC	2	$578

Not filed for Q4 2024 yet (2)

Institutions that held Boston Beer Co Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SAM in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
PEAK6 Investments LLC	1,089	$314.9K
Planning Capital Management Corp	10	$2.89K