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, Q4 2024
Institutional positions in Boston Beer Co Inc as of Dec 31, 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
- 347
- +17 vs. Q3 2024
- Shares held
- 7.43M
- +370.9K (+5.3%) vs. Q3 2024
- Total value
- $2.23B
- +$192.9M (+9.5%) vs. Q3 2024
- New holders
- 54
- 108 more added
- Sold out
- 37
- 112 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Investment Solutions, LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $300 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $300 | 0.00% | +1 | New |
| Innovative Advisory Group, LLC | 1 | $300 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $584 | 0.05% | −1,949−99.9% | Reduced |
| MV Capital Management, Inc. | 2 | $600 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2 | $600 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $600 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $900 | 0.00% | +3 | New |
| Putney Financial Group LLC | 4 | $1.20K | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 5 | $1.38K | 0.00% | −2−28.6% | Reduced |
| Smartleaf Asset Management LLC | 5 | $1.49K | 0.00% | −6−54.5% | Reduced |
| Independence Bank of Kentucky | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $1.80K | 0.00% | +2+50.0% | Added |
| SBI Securities Co., Ltd. | 6 | $1.80K | 0.00% | +6 | New |
| Transce3nd, LLC | 6 | $1.80K | 0.00% | +6 | New |
| Grove Bank & Trust | 7 | $2.10K | 0.00% | +7 | New |
| Assetmark, Inc | 8 | $2.40K | 0.00% | −4,146−99.8% | Reduced |
| Quent Capital, LLC | 8 | $2.40K | 0.00% | −3−27.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $2.70K | 0.00% | +8+800.0% | Added |
| RE Dickinson Investment Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $3.00K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Advisors Asset Management, Inc. | 11 | $3.30K | 0.00% | +2+22.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $4.35K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $4.50K | 0.00% | −3−16.7% | Reduced |
| Fortis Group Advisors, LLC | 15 | $4.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.50K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 15 | $4.50K | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $6.30K | 0.00% | −19−47.5% | Reduced |
| TD Private Client Wealth LLC | 21 | $6.30K | 0.00% | −4−16.0% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $7.00K | 0.00% | +3+14.3% | Added |
| Nemes Rush Group LLC | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $8.40K | 0.00% | +10+55.6% | Added |
| St Germain D J Co Inc | 28 | $8.40K | 0.00% | +28 | New |
| TD Waterhouse Canada Inc. | 33 | $9.89K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $9.90K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 33 | $9.90K | 0.00% | +33 | New |
| Bessemer Group Inc | 36 | $11.0K | 0.00% | +15+71.4% | Added |
| Farther Finance Advisors, LLC | 42 | $12.6K | 0.00% | +8+23.5% | Added |
| Hollencrest Capital Management | 43 | $12.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $12.9K | 0.00% | +42+4,200.0% | Added |
| Colonial Trust Co | 46 | $13.8K | 0.00% | +46 | New |
| Kozak & Associates, Inc. | 48 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $14.1K | 0.00% | +3+6.8% | Added |
| West Branch Capital LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 55 | $15.1K | 0.00% | +2+3.8% | Added |
| Fifth Third Bancorp | 53 | $15.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 53 | $15.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 57 | $17.1K | 0.01% | +57 | New |
| Armstrong Advisory Group, Inc | 59 | $17.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $19.5K | 0.00% | +5+8.3% | Added |
| CNB Bank | 69 | $20.7K | 0.01% | −86−55.5% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 71 | $21.3K | 0.00% | −58−45.0% | Reduced |
| EverSource Wealth Advisors, LLC | 93 | $27.9K | 0.00% | +89+2,225.0% | Added |
| Addison Advisors LLC | 94 | $28.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $30.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 116 | $34.8K | 0.00% | +116 | New |
| Covestor Ltd | 129 | $38.0K | 0.02% | +2+1.6% | Added |
| GAMMA Investing LLC | 129 | $38.7K | 0.00% | +48+59.3% | Added |
| First Command Advisory Services, Inc. | 145 | $43.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $45.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $46.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $46.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $46.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 172 | $51.6K | 0.00% | +51+42.1% | Added |
| Eukles Asset Management | 204 | $61.2K | 0.03% | −14−6.4% | Reduced |
| CoreCap Advisors, LLC | 228 | $68.4K | 0.00% | +2+0.9% | Added |
| True Wealth Design, LLC | 232 | $69.6K | 0.03% | +71+44.1% | Added |
| Studio Investment Management LLC | 240 | $72.0K | 0.02% | −67−21.8% | Reduced |
| Umb Bank N A | 244 | $73.2K | 0.00% | +17+7.5% | Added |
| Sachetta, LLC | 245 | $73.4K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 270 | $81.0K | 0.10% | +270 | New |
| US Bancorp | 272 | $81.6K | 0.00% | +110+67.9% | Added |
| Global Retirement Partners, LLC | 277 | $83.1K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 287 | $86.1K | 0.00% | +92+47.2% | Added |
| SRS Capital Advisors, Inc. | 296 | $88.8K | 0.01% | +187+171.6% | Added |
| Principal Securities, Inc. | 337 | $101.1K | 0.00% | −2−0.6% | Reduced |
| Versant Capital Management, Inc | 348 | $104.4K | 0.02% | +95+37.5% | Added |
| AlphaMark Advisors, LLC | 355 | $106.0K | 0.05% | −65−15.5% | Reduced |