Skip to main content

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.

Institutional holdersQ1 2025: 328 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 heldQ1 2025: $1.75B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2024.

Institutions holding SAM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Securities, Inc.337$101.1K0.00%00.0%Unchanged
CWM, LLC432$103.0K0.00%−7,244−94.4%Reduced
Plato Investment Management Ltd430$103.8K0.01%+430New
Nisa Investment Advisors, LLC457$109.2K0.00%−8−1.7%Reduced
Allworth Financial LP453$109.8K0.00%+18+4.1%Added
The PNC Financial Services Group, Inc.470$112.3K0.00%−862−64.7%Reduced
Oakworth Capital, Inc.500$119.4K0.01%00.0%Unchanged
Parallel Advisors, LLC502$119.9K0.00%+215+74.9%Added
Point72 Asia (Singapore) Pte. Ltd.558$133.2K0.03%+111+24.8%Added
Steward Partners Investment Advisory, LLC560$133.8K0.00%−28−4.8%Reduced
Jones Financial Companies LLLP682$163.3K0.00%+109+19.0%Added
Securian Asset Management, Inc685$163.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.704$168.1K0.00%−86−10.9%Reduced
Point72 Hong Kong Ltd724$173.0K0.01%−1,544−68.1%Reduced
Lazard Asset Management LLC763$180.0K0.00%+248+48.2%Added
Raymond James Financial Inc851$203.3K0.00%+42+5.2%Added
Pine Haven Investment Counsel, Inc898$214.5K0.18%−293−24.6%Reduced
Two Sigma Investments, LP916$218.8K0.00%−23,113−96.2%Reduced
1620 Investment Advisors, Inc.916$218.8K0.17%+7+0.8%Added
Colony Group, LLC925$220.9K0.00%−1,338−59.1%Reduced
Mariner, LLC933$222.8K0.00%+933New
CAPROCK Group, Inc.937$223.8K0.01%+937New
Peapack Gladstone Financial Corp956$228.0K0.00%−134−12.3%Reduced
XTX Topco Ltd960$229.3K0.01%−5,202−84.4%Reduced
Camelot Portfolios, LLC960$229.3K0.14%00.0%Unchanged
HighTower Advisors, LLC962$229.8K0.00%−71−6.9%Reduced
Howe & Rusling Inc974$232.6K0.02%−66−6.3%Reduced
State of Alaska, Department of Revenue984$235.0K0.00%00.0%Unchanged
Magnetar Financial LLC998$238.4K0.00%+998New
Caldwell Trust Co1,000$238.8K0.03%00.0%Unchanged
SummitTX Capital, L.P.1,000$238.8K0.01%+1,000New
Quadrant Capital Group LLC1,014$242.2K0.01%+1,012+50,600.0%Added
Gilbert & Cook, Inc.1,070$255.6K0.04%+4+0.4%Added
Public Employees Retirement Association of Colorado1,072$256.0K0.00%00.0%Unchanged
Texas Yale Capital Corp.1,082$258.4K0.01%00.0%Unchanged
Federated Hermes, Inc.1,106$264.2K0.00%−118−9.6%Reduced
BNP Paribas Arbitrage, SA1,120$267.5K0.00%−794−41.5%Reduced
Great Valley Advisor Group, Inc.1,132$270.1K0.01%+140+14.1%Added
Bank of Montreal1,138$271.8K0.00%+137+13.7%Added
JustInvest LLC1,191$284.5K0.00%+10+0.8%Added
CIBC World Markets Inc.1,192$284.7K0.00%+50+4.4%Added
Xponance, Inc.1,200$286.6K0.00%+32+2.7%Added
Empowered Funds, LLC1,207$288.3K0.00%+98+8.8%Added
Stifel Financial Corp1,219$291.1K0.00%−212−14.8%Reduced
New Age Alpha Advisors, LLC1,240$296.2K0.01%+529+74.4%Added
Commonwealth Equity Services, LLC1,242$297.0K0.00%−225−15.3%Reduced
Cresset Asset Management, LLC1,244$297.1K0.00%−630−33.6%Reduced
Two Sigma Securities, LLC1,260$300.9K0.05%+219+21.0%Added
Summit Place Financial Advisors, LLC1,294$309.1K0.17%−430−24.9%Reduced
CI Private Wealth, LLC1,306$311.9K0.00%+487+59.5%Added
Investors Research Corp1,325$316.5K0.07%+150+12.8%Added
Bridgefront Capital, LLC1,342$320.5K0.09%+1,342New
Heartland Advisors Inc1,372$327.7K0.02%−12−0.9%Reduced
Cetera Investment Advisers1,402$334.9K0.00%+133+10.5%Added
Pictet Asset Management Holding SA1,420$339.2K0.00%+140+10.9%Added
Lecap Asset Management Ltd1,433$342.3K0.08%+742+107.4%Added
Cambria Investment Management, L.P.1,490$355.9K0.02%−537−26.5%Reduced
Sherbrooke Park Advisers LLC1,499$358.0K0.17%+1,499New
NJ State Employees Deferred Compensation Plan1,500$358.3K0.05%00.0%Unchanged
National Bank of Canada1,507$359.9K0.00%+374+33.0%Added
Nomura Asset Management Co Ltd1,549$370.0K0.00%+138+9.8%Added
SEI Investments Co1,557$372.2K0.00%−1,968−55.8%Reduced
Wealth Enhancement Advisory Services, LLC1,574$375.9K0.00%−5,368−77.3%Reduced
Kornitzer Capital Management Inc1,579$377.1K0.01%−53−3.2%Reduced
Trust Co of Vermont1,580$377.4K0.02%00.0%Unchanged
Centiva Capital, LP1,596$381.2K0.02%+1,596New
Mackenzie Financial Corp1,625$388.1K0.00%+239+17.2%Added
SG Americas Securities, LLC1,649$394.0K0.00%+1,649New
Roberts Glore & Co Inc1,659$396.2K0.12%+202+13.9%Added
Jain Global LLC1,701$406.3K0.01%+1,701New
Ameritas Investment Partners, Inc.1,723$411.5K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund1,751$418.2K0.01%−49−2.7%Reduced
Bayforest Capital Ltd1,826$436.1K0.19%+1,556+576.3%Added
State of Tennessee, Treasury Department1,841$439.7K0.00%00.0%Unchanged
Diversified Investment Strategies, LLC1,870$446.6K0.30%+1+0.1%Added
Quest Partners LLC1,884$450.0K0.05%−68−3.5%Reduced
Virginia Retirement Systems Et Al1,888$450.9K0.00%+1,888New
NBC Securities, Inc.1,896$452.0K0.04%+1,895+189,500.0%Added
New Mexico Educational Retirement Board1,900$454.0K0.02%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC1,912$456.7K0.01%00.0%Unchanged
Thrivent Financial for Lutherans2,017$482.0K0.00%−8−0.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,057$491.3K0.00%+157+8.3%Added
Yousif Capital Management, LLC2,058$491.5K0.01%−80−3.7%Reduced
Creative Planning2,070$494.4K0.00%+27+1.3%Added
State of Michigan Retirement System2,083$497.5K0.00%00.0%Unchanged
Victory Capital Management Inc2,226$531.7K0.00%+98+4.6%Added
Advisory Services Network, LLC2,273$542.9K0.01%+2,273New
Tower Research Capital LLC (TRC)2,303$550.0K0.02%+1,685+272.7%Added
ISAM Funds (UK) Ltd2,347$560.6K0.28%+2,347New
Louisiana State Employees Retirement System2,400$573.2K0.01%00.0%Unchanged
Balyasny Asset Management LLC2,429$580.1K0.00%−13,326−84.6%Reduced
Wernau Asset Management Inc.2,500$597.1K0.62%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,517$601.2K0.00%00.0%Unchanged
Nebula Research & Development LLC2,517$601.2K0.06%+2,517New
Arizona State Retirement System2,567$613.1K0.00%−93−3.5%Reduced
Legato Capital Management LLC2,654$633.9K0.09%−3,901−59.5%Reduced
Kestra Investment Management, LLC2,732$652.5K0.02%+2,732New
Toroso Investments, LLC2,755$658.0K0.01%+636+30.0%Added
Fox Run Management, L.L.C.2,782$664.5K0.10%+480+20.9%Added
Federation des caisses Desjardins du Quebec2,821$674.2K0.00%+207+7.9%Added