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, Q1 2025
Institutional positions in Boston Beer Co Inc as of Mar 31, 2025. 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
- 328
- −12 vs. Q4 2024
- Shares held
- 7.57M
- +218.2K (+3.0%) vs. Q4 2024
- Total value
- $1.75B
- −$457.8M (−20.8%) vs. Q4 2024
- New holders
- 50
- 119 more added
- Sold out
- 62
- 91 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $239 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $478 | 0.00% | −91−97.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2 | $478 | 0.00% | −26−92.9% | Reduced |
| MV Capital Management, Inc. | 2 | $478 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $478 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 2 | $478 | 0.00% | +2 | New |
| Assetmark, Inc | 4 | $955 | 0.00% | −4−50.0% | Reduced |
| Putney Financial Group LLC | 4 | $955 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $956 | 0.00% | +4 | New |
| Independence Bank of Kentucky | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $1.19K | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.67K | 0.00% | −225−97.0% | Reduced |
| Grove Bank & Trust | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $1.67K | 0.00% | +7 | New |
| Ritter Daniher Financial Advisory LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $1.91K | 0.00% | +8 | New |
| Bessemer Group Inc | 8 | $2.00K | 0.00% | −28−77.8% | Reduced |
| Geneos Wealth Management Inc. | 9 | $2.15K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $3.10K | 0.00% | +12+1,200.0% | Added |
| Fortis Group Advisors, LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 15 | $3.58K | 0.00% | +4+36.4% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $4.78K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $4.78K | 0.00% | +20 | New |
| Hemington Wealth Management | 22 | $5.00K | 0.00% | −2−8.3% | Reduced |
| GWM Advisors LLC | 21 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $5.25K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $5.25K | 0.00% | +1+4.8% | Added |
| Nemes Rush Group LLC | 25 | $5.97K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $7.88K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $7.99K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $8.36K | 0.00% | +2+6.1% | Added |
| Studio Investment Management LLC | 40 | $9.55K | 0.00% | −200−83.3% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $10.0K | 0.00% | −254−85.8% | Reduced |
| GAMMA Investing LLC | 43 | $10.3K | 0.00% | −86−66.7% | Reduced |
| Hollencrest Capital Management | 43 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 50 | $11.9K | 0.00% | +3+6.4% | Added |
| DAGCO, Inc. | 50 | $11.9K | 0.00% | +50 | New |
| Amundi | 53 | $12.9K | 0.00% | −2−3.6% | Reduced |
| Skopos Labs, Inc. | 54 | $12.9K | 0.00% | +54 | New |
| Trivant Custom Portfolio Group, LLC | 60 | $14.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 61 | $14.6K | 0.00% | +61 | New |
| CNB Bank | 63 | $15.0K | 0.01% | −6−8.7% | Reduced |
| Sandy Spring Bank | 63 | $15.0K | 0.00% | +10+18.9% | Added |
| Medallion Wealth Advisors, LLC | 62 | $15.1K | 0.01% | +5+8.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $15.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $15.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $16.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 75 | $17.1K | 0.00% | +70+1,400.0% | Added |
| Larson Financial Group LLC | 72 | $17.2K | 0.00% | +72 | New |
| Armstrong Advisory Group, Inc | 59 | $17.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 78 | $18.6K | 0.02% | +78 | New |
| Fifth Third Bancorp | 79 | $18.9K | 0.00% | +26+49.1% | Added |
| Massmutual Trust Co FSB | 80 | $19.1K | 0.00% | +71+788.9% | Added |
| Covestor Ltd | 86 | $20.0K | 0.01% | −43−33.3% | Reduced |
| Concord Wealth Partners | 100 | $23.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $23.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $24.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $24.8K | 0.01% | +100 | New |
| Elequin Capital LP | 126 | $30.1K | 0.01% | +126 | New |
| First Command Advisory Services, Inc. | 145 | $34.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $35.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $37.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $37.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 159 | $38.0K | 0.00% | +88+123.9% | Added |
| ORG Partners LLC | 160 | $39.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 166 | $39.6K | 0.00% | +11+7.1% | Added |
| Caitong International Asset Management Co., Ltd | 185 | $44.2K | 0.03% | +185 | New |
| Russell Investments Group, Ltd. | 198 | $47.3K | 0.00% | −5,078−96.2% | Reduced |
| First Horizon Advisors, Inc. | 214 | $51.1K | 0.00% | +42+24.4% | Added |
| Coldstream Capital Management Inc | 242 | $57.8K | 0.00% | +242 | New |
| CoreCap Advisors, LLC | 244 | $58.3K | 0.00% | +16+7.0% | Added |
| Sachetta, LLC | 247 | $58.9K | 0.02% | +2+0.8% | Added |
| Signaturefd, LLC | 251 | $59.9K | 0.00% | +208+483.7% | Added |
| Farther Finance Advisors, LLC | 295 | $71.8K | 0.00% | +253+602.4% | Added |
| Amica Retiree Medical Trust | 320 | $76.0K | 0.12% | −57−15.1% | Reduced |
| Umb Bank N A | 331 | $79.1K | 0.00% | +87+35.7% | Added |
| US Bancorp | 336 | $80.3K | 0.00% | +64+23.5% | Added |
| Lindbrook Capital, LLC | 382 | $91.2K | 0.01% | +382 | New |
| Sterling Capital Management LLC | 392 | $93.6K | 0.00% | −61−13.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 404 | $96.5K | 0.00% | −14−3.3% | Reduced |
| KBC Group NV | 418 | $100.0K | 0.00% | 00.0% | Unchanged |