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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 1,066 | $319.8K | 0.05% | −10−0.9% | Reduced |
| Two Sigma Securities, LLC | 1,041 | $312.3K | 0.06% | +1,041 | New |
| Howe & Rusling Inc | 1,040 | $312.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,033 | $309.9K | 0.00% | +123+13.5% | Added |
| Bank of Montreal | 1,001 | $300.3K | 0.00% | +68+7.3% | Added |
| Caldwell Trust Co | 1,000 | $300.0K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 992 | $297.1K | 0.01% | +125+14.4% | Added |
| State of Alaska, Department of Revenue | 984 | $295.0K | 0.00% | −40−3.9% | Reduced |
| Camelot Portfolios, LLC | 960 | $288.0K | 0.31% | +960 | New |
| HGK Asset Management Inc | 913 | $273.9K | 0.05% | −458−33.4% | Reduced |
| 1620 Investment Advisors, Inc. | 909 | $272.7K | 0.21% | +429+89.4% | Added |
| Walleye Trading LLC | 875 | $262.5K | 0.01% | +875 | New |
| AdvisorShares Investments LLC | 854 | $256.2K | 0.05% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 854 | $256.2K | 0.07% | +854 | New |
| Venturi Wealth Management, LLC | 836 | $250.8K | 0.01% | +335+66.9% | Added |
| Semus Wealth Partners LLC | 831 | $249.3K | 0.17% | −200−19.4% | Reduced |
| CI Private Wealth, LLC | 819 | $245.7K | 0.00% | +819 | New |
| Commerce Bank | 818 | $245.4K | 0.00% | −6−0.7% | Reduced |
| Raymond James Financial Inc | 809 | $242.7K | 0.00% | +809 | New |
| Advisor Group Holdings, Inc. | 790 | $237.0K | 0.00% | −185−19.0% | Reduced |
| Sage Private Wealth Group, LLC | 787 | $236.1K | 0.18% | −28−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 773 | $232.9K | 0.00% | −834−51.9% | Reduced |
| Dark Forest Capital Management LP | 771 | $231.3K | 0.03% | +771 | New |
| Capital Performance Advisors LLP | 753 | $225.9K | 0.07% | +275+57.5% | Added |
| RSM US Wealth Management LLC | 752 | $224.5K | 0.00% | +752 | New |
| Claro Advisors LLC | 745 | $223.5K | 0.03% | −183−19.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 732 | $219.6K | 0.01% | +732 | New |
| Sym Financial Corp | 724 | $217.2K | 0.03% | +724 | New |
| Allianz Asset Management GmbH | 721 | $216.3K | 0.00% | +6+0.8% | Added |
| Polymer Capital Management (US) LLC | 712 | $213.6K | 0.07% | +712 | New |
| New Age Alpha Advisors, LLC | 711 | $213.3K | 0.01% | +711 | New |
| Lecap Asset Management Ltd | 691 | $207.3K | 0.06% | +691 | New |
| Securian Asset Management, Inc | 685 | $205.5K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 682 | $204.0K | 0.01% | +682 | New |
| Tower Research Capital LLC (TRC) | 618 | $185.4K | 0.00% | +230+59.3% | Added |
| Steward Partners Investment Advisory, LLC | 588 | $176.4K | 0.00% | +297+102.1% | Added |
| Jones Financial Companies LLLP | 573 | $171.9K | 0.00% | +90+18.6% | Added |
| Lazard Asset Management LLC | 515 | $153.0K | 0.00% | +48+10.3% | Added |
| Oakworth Capital, Inc. | 500 | $150.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 465 | $139.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 453 | $135.9K | 0.00% | +142+45.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 447 | $134.0K | 0.04% | +278+164.5% | Added |
| Northwestern Mutual Wealth Management Co | 418 | $125.4K | 0.00% | +14+3.5% | Added |
| KBC Group NV | 418 | $125.0K | 0.00% | +117+38.9% | Added |
| Simplex Trading, LLC | 413 | $123.0K | 0.00% | +413 | New |
| Amica Retiree Medical Trust | 377 | $113.0K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 435 | $108.8K | 0.00% | −1−0.2% | Reduced |
| AlphaMark Advisors, LLC | 355 | $106.0K | 0.05% | −65−15.5% | Reduced |
| Versant Capital Management, Inc | 348 | $104.4K | 0.02% | +95+37.5% | Added |
| Principal Securities, Inc. | 337 | $101.1K | 0.00% | −2−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 296 | $88.8K | 0.01% | +187+171.6% | Added |
| Parallel Advisors, LLC | 287 | $86.1K | 0.00% | +92+47.2% | Added |
| Global Retirement Partners, LLC | 277 | $83.1K | 0.00% | +1+0.4% | Added |
| US Bancorp | 272 | $81.6K | 0.00% | +110+67.9% | Added |
| Bayforest Capital Ltd | 270 | $81.0K | 0.10% | +270 | New |
| Sachetta, LLC | 245 | $73.4K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 244 | $73.2K | 0.00% | +17+7.5% | Added |
| Studio Investment Management LLC | 240 | $72.0K | 0.02% | −67−21.8% | Reduced |
| True Wealth Design, LLC | 232 | $69.6K | 0.03% | +71+44.1% | Added |
| CoreCap Advisors, LLC | 228 | $68.4K | 0.00% | +2+0.9% | Added |
| Eukles Asset Management | 204 | $61.2K | 0.03% | −14−6.4% | Reduced |
| First Horizon Advisors, Inc. | 172 | $51.6K | 0.00% | +51+42.1% | Added |
| ORG Partners LLC | 160 | $48.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $46.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $46.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $46.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $45.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $43.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 129 | $38.7K | 0.00% | +48+59.3% | Added |
| Covestor Ltd | 129 | $38.0K | 0.02% | +2+1.6% | Added |
| GeoWealth Management, LLC | 116 | $34.8K | 0.00% | +116 | New |
| Main Street Group, LTD | 102 | $30.6K | 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 |
| Addison Advisors LLC | 94 | $28.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $27.9K | 0.00% | +89+2,225.0% | Added |
| Leonteq Securities AG | 71 | $21.3K | 0.00% | −58−45.0% | 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 |
| CNB Bank | 69 | $20.7K | 0.01% | −86−55.5% | Reduced |
| IFP Advisors, Inc | 65 | $19.5K | 0.00% | +5+8.3% | Added |
| 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 |
| Armstrong Advisory Group, Inc | 59 | $17.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 57 | $17.1K | 0.01% | +57 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 53 | $15.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 53 | $15.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 55 | $15.1K | 0.00% | +2+3.8% | Added |
| West Branch Capital LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $14.1K | 0.00% | +3+6.8% | Added |
| Kozak & Associates, Inc. | 48 | $13.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 46 | $13.8K | 0.00% | +46 | New |
| Hollencrest Capital Management | 43 | $12.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $12.9K | 0.00% | +42+4,200.0% | Added |
| Farther Finance Advisors, LLC | 42 | $12.6K | 0.00% | +8+23.5% | Added |
| Bessemer Group Inc | 36 | $11.0K | 0.00% | +15+71.4% | Added |
| MAI Capital Management | 33 | $9.90K | 0.00% | +33 | New |
| Indiana Trust & Investment Management CO | 33 | $9.90K | 0.00% | 00.0% | Unchanged |