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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
TD Waterhouse Canada Inc.33$9.89K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.28$8.40K0.00%+10+55.6%Added
St Germain D J Co Inc28$8.40K0.00%+28New
Valley National Advisers Inc29$8.00K0.00%00.0%Unchanged
Nemes Rush Group LLC25$7.50K0.00%00.0%Unchanged
Hemington Wealth Management24$7.00K0.00%+3+14.3%Added
Cape Investment Advisory, Inc.22$6.60K0.00%00.0%Unchanged
GWM Advisors LLC21$6.30K0.00%−19−47.5%Reduced
TD Private Client Wealth LLC21$6.30K0.00%−4−16.0%Reduced
GPS Wealth Strategies Group, LLC20$6.00K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.20$6.00K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$6.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.15$4.50K0.00%−3−16.7%Reduced
Fortis Group Advisors, LLC15$4.50K0.00%00.0%Unchanged
Activest Wealth Management15$4.50K0.00%00.0%Unchanged
Pilgrim Partners Asia Pte Ltd15$4.50K0.00%+15New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$4.35K0.00%00.0%Unchanged
Advisors Asset Management, Inc.11$3.30K0.00%+2+22.2%Added
RE Dickinson Investment Advisors, LLC10$3.00K0.00%00.0%Unchanged
NVWM, LLC10$3.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$3.00K0.00%00.0%Unchanged
LGT Financial Advisors LLC10$3.00K0.01%00.0%Unchanged
Golden State Wealth Management, LLC10$3.00K0.00%+10New
Massmutual Trust Co FSB9$2.70K0.00%+8+800.0%Added
Assetmark, Inc8$2.40K0.00%−4,146−99.8%Reduced
Quent Capital, LLC8$2.40K0.00%−3−27.3%Reduced
Ritter Daniher Financial Advisory LLC8$2.40K0.00%00.0%Unchanged
Grove Bank & Trust7$2.10K0.00%+7New
CVA Family Office, LLC6$1.80K0.00%+2+50.0%Added
SBI Securities Co., Ltd.6$1.80K0.00%+6New
Transce3nd, LLC6$1.80K0.00%+6New
Independence Bank of Kentucky5$1.50K0.00%00.0%Unchanged
Smartleaf Asset Management LLC5$1.49K0.00%−6−54.5%Reduced
CIBC Private Wealth Group, LLC5$1.38K0.00%−2−28.6%Reduced
Putney Financial Group LLC4$1.20K0.00%+4New
JFS Wealth Advisors, LLC3$9000.00%+3New
MV Capital Management, Inc.2$6000.00%00.0%Unchanged
Quadrant Capital Group LLC2$6000.00%+1+100.0%Added
SJS Investment Consulting Inc.2$6000.00%+1+100.0%Added
NBC Securities, Inc.1$5840.05%−1,949−99.9%Reduced
DHJJ Financial Advisors, Ltd.1$3000.00%00.0%Unchanged
Raffa Wealth Management, LLC1$3000.00%00.0%Unchanged
Parkside Financial Bank & Trust1$3000.00%+1New
Global Financial Private Client, LLC1$3000.00%+1New
Innovative Advisory Group, LLC1$3000.00%+1New
Legacy Investment Solutions, LLC1$2400.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$2400.00%00.0%Unchanged
Prudential Financial Inc0$00.00%−34,009−100.0%Sold out
Marshall Wace, LLP0$00.00%−20,322−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−19,372−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−14,310−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,506−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,808−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,130−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−4,664−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−3,876−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,794−100.0%Sold out
Weiss Asset Management LP0$00.00%−2,732−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,644−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−2,078−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−2,115−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−2,100−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,951−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,080−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−1,097−100.0%Sold out
Paloma Partners Management Co0$00.00%−960−100.0%Sold out
Oak Thistle LLC0$00.00%−936−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−877−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−862−100.0%Sold out
Balanced Rock Investment Advisor0$00.00%−857−100.0%Sold out
Ariadne Wealth Management, LP0$00.00%−798−100.0%Sold out
CenterBook Partners LP0$00.00%−700−100.0%Sold out
nVerses Capital, LLC0$00.00%−700−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−15,614−100.0%Sold out
Peterson Wealth Services0$00.00%−167−100.0%Sold out
Quarry LP0$00.00%−116−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−76−100.0%Sold out
DAGCO, Inc.0$00.00%−50−100.0%Sold out
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−32−100.0%Sold out
Partnership Wealth Management, LLC0$00.00%−17−100.0%Sold out
Truvestments Capital LLC0$00.00%−16−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−5−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−3−100.0%Sold out
Signature Resources Capital Management, LLC0$00.00%−2−100.0%Sold out
PEAK6 Investments LLC––––Not filed
Planning Capital Management Corp––––Not filed