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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, 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.

Institutional holdersQ4 2024: 347 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 heldQ4 2024: $2.23B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2024.

Institutions holding SAM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC2,119$635.7K0.01%+1,086+105.1%Added
Victory Capital Management Inc2,128$638.4K0.00%−64−2.9%Reduced
Yousif Capital Management, LLC2,138$641.4K0.01%−159−6.9%Reduced
Essential Planning, LLC.2,145$646.9K0.00%+2,145New
Colony Group, LLC2,263$678.9K0.00%+379+20.1%Added
Point72 Hong Kong Ltd2,268$680.4K0.04%−3,769−62.4%Reduced
Fox Run Management, L.L.C.2,302$690.6K0.13%+706+44.2%Added
Louisiana State Employees Retirement System2,400$720.0K0.01%00.0%Unchanged
Wernau Asset Management Inc.2,500$750.0K0.73%+2,500New
Zurcher Kantonalbank (Zurich Cantonalbank)2,517$755.0K0.00%+257+11.4%Added
Federation des caisses Desjardins du Quebec2,614$783.2K0.00%+2,606+32,575.0%Added
Exchange Traded Concepts, LLC2,630$788.9K0.02%+65+2.5%Added
Arizona State Retirement System2,660$797.9K0.00%−45−1.7%Reduced
Bokf, NA3,325$851.4K0.01%−2,769−45.4%Reduced
Citigroup Inc2,845$853.4K0.00%+176+6.6%Added
Captrust Financial Advisors2,976$892.7K0.00%+418+16.3%Added
Founders Capital Management, LLC2,995$898.4K0.16%00.0%Unchanged
Public Employees Retirement System of Ohio3,123$936.8K0.00%−237−7.1%Reduced
Police & Firemen's Retirement System of New Jersey3,156$946.7K0.01%+3,156New
Susquehanna International Group, LLP3,196$958.7K0.00%+975+43.9%Added
Icon Advisers Inc3,200$959.9K0.22%00.0%Unchanged
Amica Mutual Insurance Co3,208$962.0K0.10%00.0%Unchanged
Pallas Capital Advisors LLC3,272$981.5K0.04%+11+0.3%Added
Comerica Bank3,277$983.1K0.00%−506−13.4%Reduced
Teachers Retirement System of the State of Kentucky3,285$986.0K0.01%00.0%Unchanged
SEI Investments Co3,525$1.06M0.00%−2,371−40.2%Reduced
Franklin Resources Inc3,564$1.07M0.00%−11,825−76.8%Reduced
LPL Financial LLC3,785$1.14M0.00%−296−7.3%Reduced
Treasurer of the State of North Carolina3,805$1.14M0.00%−70−1.8%Reduced
Engineers Gate Manager LP3,953$1.19M0.02%−10,628−72.9%Reduced
Brevan Howard Capital Management LP3,974$1.19M0.03%−2,673−40.2%Reduced
Oppenheimer Asset Management Inc.4,014$1.20M0.01%−661−14.1%Reduced
State of Wisconsin Investment Board4,035$1.21M0.00%−2,501−38.3%Reduced
Fieldview Capital Management, LLC4,101$1.23M0.19%+4,101New
Amalgamated Bank4,141$1.24M0.01%+32+0.8%Added
Janus Henderson Group PLC4,526$1.36M0.00%00.0%Unchanged
Mutual of America Capital Management LLC4,546$1.36M0.01%−222−4.7%Reduced
Ontario Teachers Pension Plan Board4,707$1.41M0.02%−1,471−23.8%Reduced
Teacher Retirement System of Texas4,801$1.44M0.01%+2,387+98.9%Added
Profit Investment Management, LLC4,848$1.45M1.17%00.0%Unchanged
MetLife Investment Management4,929$1.48M0.01%+289+6.2%Added
Schechter Investment Advisors, LLC4,960$1.49M0.11%+159+3.3%Added
Y-Intercept (Hong Kong) Ltd4,987$1.50M0.10%+1,281+34.6%Added
SW Investment Management LLC5,000$1.50M0.35%00.0%Unchanged
New York State Common Retirement Fund5,080$1.52M0.00%00.0%Unchanged
Voya Investment Management LLC5,200$1.56M0.00%−322−5.8%Reduced
Russell Investments Group, Ltd.5,276$1.58M0.00%−5,522−51.1%Reduced
Envestnet Asset Management Inc5,386$1.62M0.00%−360−6.3%Reduced
Wedge Capital Management L L P5,661$1.70M0.03%−1,310−18.8%Reduced
Man Group plc5,692$1.71M0.01%−5,200−47.7%Reduced
Algert Global LLC5,906$1.77M0.04%+853+16.9%Added
Cardinal Capital Management5,991$1.80M0.28%+272+4.8%Added
XTX Topco Ltd6,162$1.85M0.16%+1,260+25.7%Added
Aquatic Capital Management LLC6,301$1.89M0.05%+6,301New
Asset Management Group, Inc.6,507$1.95M0.35%00.0%Unchanged
Legato Capital Management LLC6,555$1.97M0.26%+6,555New
Price T Rowe Associates Inc6,647$1.99M0.00%−2,373−26.3%Reduced
Manufacturers Life Insurance Company, The6,824$2.05M0.00%−217−3.1%Reduced
Wealth Enhancement Advisory Services, LLC6,942$2.08M0.00%+1,228+21.5%Added
Wells Fargo & Company7,336$2.20M0.00%−73−1.0%Reduced
State Board of Administration of Florida Retirement System7,445$2.23M0.00%−1,120−13.1%Reduced
Qube Research & Technologies Ltd7,492$2.25M0.00%+5,106+214.0%Added
Royal Bank of Canada7,675$2.30M0.00%−26,987−77.9%Reduced
CWM, LLC7,676$2.30M0.01%+2,530+49.2%Added
Savant Capital, LLC7,926$2.38M0.02%+100+1.3%Added
Great West Life Assurance Co8,071$2.42M0.00%−306−3.7%Reduced
Holocene Advisors, LP8,501$2.55M0.01%−8,930−51.2%Reduced
California State Teachers Retirement System8,538$2.56M0.00%−16,314−65.6%Reduced
Squarepoint Ops LLC8,666$2.60M0.01%+3,817+78.7%Added
Nomura Holdings Inc8,826$2.65M0.01%+2,946+50.1%Added
Alliancebernstein L.P.9,671$2.90M0.00%−224−2.3%Reduced
Edgestream Partners, L.P.9,702$2.91M0.12%+9,702New
Corebridge Financial, Inc.9,757$2.93M0.02%−694−6.6%Reduced
Bank of America Corp9,857$2.96M0.00%−23,224−70.2%Reduced
Dean Capital Management10,424$3.13M1.33%+10,424New
Retirement Systems of Alabama10,463$3.14M0.01%−6,748−39.2%Reduced
Cubist Systematic Strategies, LLC11,013$3.30M0.05%−1,493−11.9%Reduced
Ameriprise Financial Inc11,435$3.43M0.00%−896−7.3%Reduced
Alberta Investment Management Corp11,540$3.46M0.02%+4,640+67.2%Added
Cerity Partners LLC11,574$3.47M0.01%+2,062+21.7%Added
Gsa Capital Partners LLP12,016$3.60M0.27%+7,835+187.4%Added
Redwood Investment Management, LLC12,287$3.69M0.36%+12,287New
New York State Teachers Retirement System13,072$3.92M0.01%−921−6.6%Reduced
Legal & General Group Plc14,056$4.22M0.00%−93−0.7%Reduced
Savoir Faire Capital Management, L.P.14,125$4.24M2.01%+14,125New
Ieq Capital, LLC15,379$4.61M0.04%+13,428+688.3%Added
Dean Investment Associates, LLC15,466$4.64M0.66%+15,466New
Gamco Investors, Inc. Et Al15,670$4.70M0.05%+3,400+27.7%Added
Balyasny Asset Management LLC15,755$4.73M0.01%+13,445+582.0%Added
Gabelli Funds LLC16,300$4.89M0.04%−800−4.7%Reduced
Jacobs Levy Equity Management, Inc16,869$5.06M0.02%−35,699−67.9%Reduced
QV Investors Inc.16,880$5.06M0.52%−3,770−18.3%Reduced
Swiss National Bank18,000$5.40M0.00%−400−2.2%Reduced
Trexquant Investment LP18,736$5.62M0.07%−18,280−49.4%Reduced
Principal Financial Group Inc19,833$5.95M0.00%−587−2.9%Reduced
UBS Asset Management Americas Inc20,835$6.25M0.00%+4,082+24.4%Added
Lighthouse Investment Partners, LLC21,303$6.39M0.25%+21,303New
Barclays PLC21,428$6.43M0.00%+8,440+65.0%Added
Winton Group Ltd21,572$6.47M0.43%+21,572New
Gagnon Securities LLC22,380$6.71M1.35%−75−0.3%Reduced