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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 435 | $108.8K | 0.00% | −1−0.2% | Reduced |
| Amica Retiree Medical Trust | 377 | $113.0K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 413 | $123.0K | 0.00% | +413 | New |
| KBC Group NV | 418 | $125.0K | 0.00% | +117+38.9% | Added |
| Northwestern Mutual Wealth Management Co | 418 | $125.4K | 0.00% | +14+3.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 447 | $134.0K | 0.04% | +278+164.5% | Added |
| Sterling Capital Management LLC | 453 | $135.9K | 0.00% | +142+45.7% | Added |
| Nisa Investment Advisors, LLC | 465 | $139.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $150.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 515 | $153.0K | 0.00% | +48+10.3% | Added |
| Jones Financial Companies LLLP | 573 | $171.9K | 0.00% | +90+18.6% | Added |
| Steward Partners Investment Advisory, LLC | 588 | $176.4K | 0.00% | +297+102.1% | Added |
| Tower Research Capital LLC (TRC) | 618 | $185.4K | 0.00% | +230+59.3% | Added |
| Thoroughbred Financial Services, LLC | 682 | $204.0K | 0.01% | +682 | New |
| Securian Asset Management, Inc | 685 | $205.5K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 691 | $207.3K | 0.06% | +691 | New |
| New Age Alpha Advisors, LLC | 711 | $213.3K | 0.01% | +711 | New |
| Polymer Capital Management (US) LLC | 712 | $213.6K | 0.07% | +712 | New |
| Allianz Asset Management GmbH | 721 | $216.3K | 0.00% | +6+0.8% | Added |
| Sym Financial Corp | 724 | $217.2K | 0.03% | +724 | New |
| NorthCrest Asset Manangement, LLC | 732 | $219.6K | 0.01% | +732 | New |
| Claro Advisors LLC | 745 | $223.5K | 0.03% | −183−19.7% | Reduced |
| RSM US Wealth Management LLC | 752 | $224.5K | 0.00% | +752 | New |
| Capital Performance Advisors LLP | 753 | $225.9K | 0.07% | +275+57.5% | Added |
| Dark Forest Capital Management LP | 771 | $231.3K | 0.03% | +771 | New |
| Allspring Global Investments Holdings, LLC | 773 | $232.9K | 0.00% | −834−51.9% | Reduced |
| Sage Private Wealth Group, LLC | 787 | $236.1K | 0.18% | −28−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 790 | $237.0K | 0.00% | −185−19.0% | Reduced |
| Raymond James Financial Inc | 809 | $242.7K | 0.00% | +809 | New |
| Commerce Bank | 818 | $245.4K | 0.00% | −6−0.7% | Reduced |
| CI Private Wealth, LLC | 819 | $245.7K | 0.00% | +819 | New |
| Semus Wealth Partners LLC | 831 | $249.3K | 0.17% | −200−19.4% | Reduced |
| Venturi Wealth Management, LLC | 836 | $250.8K | 0.01% | +335+66.9% | Added |
| AdvisorShares Investments LLC | 854 | $256.2K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 854 | $256.2K | 0.07% | +854 | New |
| Walleye Trading LLC | 875 | $262.5K | 0.01% | +875 | New |
| 1620 Investment Advisors, Inc. | 909 | $272.7K | 0.21% | +429+89.4% | Added |
| HGK Asset Management Inc | 913 | $273.9K | 0.05% | −458−33.4% | Reduced |
| Camelot Portfolios, LLC | 960 | $288.0K | 0.31% | +960 | New |
| State of Alaska, Department of Revenue | 984 | $295.0K | 0.00% | −40−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 992 | $297.1K | 0.01% | +125+14.4% | Added |
| Caldwell Trust Co | 1,000 | $300.0K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 1,001 | $300.3K | 0.00% | +68+7.3% | Added |
| HighTower Advisors, LLC | 1,033 | $309.9K | 0.00% | +123+13.5% | Added |
| Howe & Rusling Inc | 1,040 | $312.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,041 | $312.3K | 0.06% | +1,041 | New |
| Gilbert & Cook, Inc. | 1,066 | $319.8K | 0.05% | −10−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,072 | $322.0K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,082 | $324.6K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,090 | $327.0K | 0.00% | −30−2.7% | Reduced |
| Empowered Funds, LLC | 1,109 | $332.7K | 0.00% | +1,109 | New |
| National Bank of Canada | 1,133 | $339.9K | 0.00% | +340+42.9% | Added |
| CIBC World Markets Inc. | 1,142 | $343.0K | 0.00% | +222+24.1% | Added |
| Xponance, Inc. | 1,168 | $350.4K | 0.00% | +25+2.2% | Added |
| Investors Research Corp | 1,175 | $352.5K | 0.08% | −200−14.5% | Reduced |
| JustInvest LLC | 1,181 | $354.3K | 0.01% | +175+17.4% | Added |
| Pine Haven Investment Counsel, Inc | 1,191 | $357.3K | 0.29% | −103−8.0% | Reduced |
| Federated Hermes, Inc. | 1,224 | $367.2K | 0.00% | −62−4.8% | Reduced |
| Entropy Technologies, LP | 1,226 | $367.8K | 0.04% | +1,226 | New |
| Virtu Financial LLC | 1,258 | $377.0K | 0.02% | +1,258 | New |
| Cetera Investment Advisers | 1,269 | $380.7K | 0.00% | +56+4.6% | Added |
| Aaron Wealth Advisors | 1,273 | $381.9K | 0.04% | +136+12.0% | Added |
| Pictet Asset Management Holding SA | 1,280 | $384.0K | 0.00% | +180+16.4% | Added |
| Pacer Advisors, Inc. | 1,282 | $384.6K | 0.00% | −45−3.4% | Reduced |
| Mercer Global Advisors Inc | 1,286 | $385.8K | 0.00% | +1,286 | New |
| Aigen Investment Management, LP | 1,310 | $393.0K | 0.07% | +1,310 | New |
| Jump Financial, LLC | 1,325 | $397.5K | 0.01% | −5,187−79.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,332 | $399.6K | 0.00% | +84+6.7% | Added |
| Versor Investments LP | 1,372 | $411.6K | 0.07% | −990−41.9% | Reduced |
| Heartland Advisors Inc | 1,384 | $415.2K | 0.02% | −45−3.1% | Reduced |
| Mackenzie Financial Corp | 1,386 | $415.8K | 0.00% | +1,386 | New |
| Nomura Asset Management Co Ltd | 1,411 | $423.3K | 0.00% | −1,643−53.8% | Reduced |
| Stifel Financial Corp | 1,431 | $429.3K | 0.00% | −49−3.3% | Reduced |
| HSBC Holdings PLC | 1,442 | $432.8K | 0.00% | +364+33.8% | Added |
| Merit Financial Group, LLC | 1,448 | $434.4K | 0.01% | +1,448 | New |
| Roberts Glore & Co Inc | 1,457 | $437.1K | 0.13% | +26+1.8% | Added |
| Commonwealth Equity Services, LLC | 1,467 | $440.0K | 0.00% | +122+9.1% | Added |
| NJ State Employees Deferred Compensation Plan | 1,500 | $450.0K | 0.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,514 | $454.2K | 0.00% | −2,326−60.6% | Reduced |
| Trust Co of Vermont | 1,580 | $474.0K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,632 | $489.6K | 0.01% | −2,336−58.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,723 | $516.9K | 0.02% | −86−4.8% | Reduced |
| Summit Place Financial Advisors, LLC | 1,724 | $517.2K | 0.29% | −764−30.7% | Reduced |
| Wolverine Trading, LLC | 1,797 | $535.8K | 0.01% | +585+48.3% | Added |
| Oregon Public Employees Retirement Fund | 1,800 | $540.0K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 1,828 | $548.0K | 0.09% | −90−4.7% | Reduced |
| State of Tennessee, Treasury Department | 1,841 | $552.3K | 0.00% | −51−2.7% | Reduced |
| Diversified Investment Strategies, LLC | 1,869 | $560.7K | 0.37% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,874 | $562.2K | 0.00% | −3,184−62.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,900 | $570.0K | 0.00% | −44−2.3% | Reduced |
| New Mexico Educational Retirement Board | 1,900 | $570.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,912 | $573.6K | 0.01% | −45−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,914 | $574.2K | 0.00% | +474+32.9% | Added |
| Quest Partners LLC | 1,952 | $585.6K | 0.08% | +781+66.7% | Added |
| Bridgewater Associates, LP | 2,013 | $603.9K | 0.00% | −379−15.8% | Reduced |
| Intech Investment Management LLC | 2,021 | $606.3K | 0.01% | +461+29.6% | Added |
| Thrivent Financial for Lutherans | 2,025 | $607.0K | 0.00% | −47−2.3% | Reduced |
| Cambria Investment Management, L.P. | 2,027 | $608.1K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 2,043 | $612.9K | 0.00% | −497−19.6% | Reduced |
| State of Michigan Retirement System | 2,083 | $624.9K | 0.00% | 00.0% | Unchanged |