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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, 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
T. Rowe Price Investment Management, Inc.52,713$12.6M0.01%−650,767−92.5%Reduced
Morgan Stanley60,260$14.4M0.00%−4,119−6.4%Reduced
Goldman Sachs Group Inc62,051$14.8M0.00%+22,129+55.4%Added
Loomis Sayles & Co L P66,871$16.0M0.02%−1,828−2.7%Reduced
J. Goldman & Co LP68,693$16.4M0.58%−50,994−42.6%Reduced
Bank of New York Mellon Corp71,732$17.1M0.00%−47,335−39.8%Reduced
Renaissance Technologies LLC78,279$18.7M0.03%+10,400+15.3%Added
Global Alpha Capital Management Ltd.79,734$19.0M1.39%+1,900+2.4%Added
Northern Trust Corp86,791$20.7M0.00%+6,159+7.6%Added
Charles Schwab Investment Management Inc99,457$23.8M0.00%+5,101+5.4%Added
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)106,317$25.4M1.35%00.0%Unchanged
Invesco Ltd.109,259$26.1M0.00%+10,241+10.3%Added
Southernsun Asset Management, LLC110,427$26.4M3.82%−11,545−9.5%Reduced
AQR Capital Management LLC117,209$27.7M0.03%−305,008−72.2%Reduced
D. E. Shaw & Co., Inc.123,612$29.5M0.04%+7,143+6.1%Added
Geode Capital Management, LLC151,025$36.1M0.00%+6,448+4.5%Added
UBS Group AG170,849$40.8M0.01%−8,772−4.9%Reduced
Arrowstreet Capital, Limited Partnership178,229$42.6M0.03%+178,229New
Millennium Management LLC185,898$44.4M0.04%+91,667+97.3%Added
Armistice Capital, LLC210,553$50.3M1.34%+88,624+72.7%Added
Point72 Asset Management, L.P.217,710$52.0M0.15%+160,941+283.5%Added
Fisher Asset Management, LLC232,079$55.4M0.02%+71,660+44.7%Added
Dimensional Fund Advisors LP261,156$62.4M0.02%+35,394+15.7%Added
Cooper Creek Partners Management LLC290,779$69.5M2.25%+207,259+248.2%Added
State Street Corp293,296$70.1M0.00%−5,341−1.8%Reduced
FMR LLC457,784$109.3M0.01%+9,376+2.1%Added
Vanguard Group Inc865,251$206.7M0.00%+15,563+1.8%Added
BlackRock, Inc.949,579$226.8M0.00%+176,971+22.9%Added
Activest Wealth Management0$00.00%−15−100.0%Sold out
TD Asset Management Inc0$00.00%−33,932−100.0%Sold out
Winton Group Ltd0$00.00%−21,572−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−21,303−100.0%Sold out
QV Investors Inc.0$00.00%−16,880−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−16,869−100.0%Sold out
Ieq Capital, LLC0$00.00%−15,379−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,016−100.0%Sold out
Cerity Partners LLC0$00.00%−11,574−100.0%Sold out
Nomura Holdings Inc0$00.00%−8,826−100.0%Sold out
Squarepoint Ops LLC0$00.00%−8,666−100.0%Sold out
Savant Capital, LLC0$00.00%−7,926−100.0%Sold out
SW Investment Management LLC0$00.00%−5,000−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−4,101−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−3,272−100.0%Sold out
Captrust Financial Advisors0$00.00%−2,976−100.0%Sold out
Bokf, NA0$00.00%−3,325−100.0%Sold out
Essential Planning, LLC.0$00.00%−2,145−100.0%Sold out
Bridgewater Associates, LP0$00.00%−2,013−100.0%Sold out
Bank Hapoalim BM0$00.00%−1,828−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,514−100.0%Sold out
Merit Financial Group, LLC0$00.00%−1,448−100.0%Sold out
Versor Investments LP0$00.00%−1,372−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,310−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−1,286−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−1,282−100.0%Sold out
Aaron Wealth Advisors0$00.00%−1,273−100.0%Sold out
Virtu Financial LLC0$00.00%−1,258−100.0%Sold out
Entropy Technologies, LP0$00.00%−1,226−100.0%Sold out
HGK Asset Management Inc0$00.00%−913−100.0%Sold out
Walleye Trading LLC0$00.00%−875−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−854−100.0%Sold out
Kera Capital Partners, Inc.0$00.00%−854−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−836−100.0%Sold out
Semus Wealth Partners LLC0$00.00%−831−100.0%Sold out
Commerce Bank0$00.00%−818−100.0%Sold out
Sage Private Wealth Group, LLC0$00.00%−787−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−773−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−753−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−752−100.0%Sold out
Claro Advisors LLC0$00.00%−745−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−732−100.0%Sold out
Sym Financial Corp0$00.00%−724−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−721−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−712−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−682−100.0%Sold out
Simplex Trading, LLC0$00.00%−413−100.0%Sold out
Versant Capital Management, Inc0$00.00%−348−100.0%Sold out
Eukles Asset Management0$00.00%−204−100.0%Sold out
GeoWealth Management, LLC0$00.00%−116−100.0%Sold out
Addison Advisors LLC0$00.00%−94−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−70−100.0%Sold out
Colonial Trust Co0$00.00%−46−100.0%Sold out
St Germain D J Co Inc0$00.00%−28−100.0%Sold out
Valley National Advisers Inc0$00.00%−29−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−15−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−10−100.0%Sold out
Quent Capital, LLC0$00.00%−8−100.0%Sold out
CVA Family Office, LLC0$00.00%−6−100.0%Sold out
Transce3nd, LLC0$00.00%−6−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−2−100.0%Sold out
Mesirow Institutional Investment Management, Inc.––––Not filed
Nuveen Asset Management, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Hilltop National Bank––––Not filed
RE Dickinson Investment Advisors, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed