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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, Q2 2025

Institutional positions in Boston Beer Co Inc as of Jun 30, 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
348
+25 vs. Q1 2025
Shares held
7.71M
+144.4K (+1.9%) vs. Q1 2025
Total value
$1.48B
−$266.5M (−15.3%) vs. Q1 2025
New holders
68
120 more added
Sold out
43
99 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 348 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 heldQ2 2025: $1.48B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2025.

Institutions holding SAM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC1$1910.00%−71−98.6%Reduced
Raffa Wealth Management, LLC1$1910.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$1910.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$1910.00%00.0%Unchanged
Innovative Advisory Group, LLC1$1910.00%00.0%Unchanged
Evermay Wealth Management LLC1$1910.00%+1New
TFC Financial Management1$1910.00%+1New
Stephens Consulting, LLC1$1910.00%+1New
Legacy Investment Solutions, LLC1$1910.00%+1New
HFM Investment Advisors, LLC1$1910.00%+1New
GWM Advisors LLC2$3820.00%−19−90.5%Reduced
South State Corp.2$3820.00%−6−75.0%Reduced
Cullen/Frost Bankers, Inc.2$3820.00%00.0%Unchanged
Rise Advisors, LLC3$5720.00%+3New
Assetmark, Inc4$7630.00%00.0%Unchanged
UMA Financial Services, Inc.4$7640.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$7640.00%+4New
Kilter Group LLC4$7640.00%+4New
CIBC Private Wealth Group, LLC5$9540.00%−70−93.3%Reduced
Independence Bank of Kentucky5$9540.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.5$9540.00%+5New
Avion Wealth8$1.00K0.00%+8New
Twin Peaks Wealth Advisors, LLC5$1.10K0.00%+5New
SBI Securities Co., Ltd.6$1.15K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.15K0.00%+4+200.0%Added
Grove Bank & Trust7$1.34K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC8$1.53K0.00%00.0%Unchanged
NVWM, LLC10$1.91K0.00%00.0%Unchanged
Golden State Wealth Management, LLC10$1.91K0.00%00.0%Unchanged
Geneos Wealth Management Inc.10$1.91K0.00%+1+11.1%Added
Bruce G. Allen Investments, LLC10$1.91K0.00%+10New
EverSource Wealth Advisors, LLC11$2.10K0.00%+9+450.0%Added
Red Tortoise LLC11$2.10K0.00%+11New
Tortoise Investment Management, LLC13$2.48K0.00%+13New
WPG Advisers, LLC13$2.48K0.00%+13New
St Germain D J Co Inc14$2.67K0.00%+14New
First Horizon Advisors, Inc.15$2.86K0.00%−199−93.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$2.86K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$2.86K0.00%00.0%Unchanged
Parkside Financial Bank & Trust15$2.86K0.00%+2+15.4%Added
Advisors Asset Management, Inc.17$3.24K0.00%+2+13.3%Added
Armstrong Advisory Group, Inc19$3.63K0.00%−40−67.8%Reduced
GPS Wealth Strategies Group, LLC20$3.82K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.20$3.82K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.20$3.82K0.00%00.0%Unchanged
Garde Capital, Inc.20$3.82K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$3.82K0.00%00.0%Unchanged
Hemington Wealth Management26$4.00K0.00%+4+18.2%Added
Cape Investment Advisory, Inc.22$4.20K0.00%00.0%Unchanged
Nemes Rush Group LLC25$4.77K0.00%00.0%Unchanged
TD Private Client Wealth LLC31$5.92K0.00%+9+40.9%Added
Private Wealth Management Group, LLC31$5.92K0.00%+29+1,450.0%Added
True Wealth Design, LLC32$6.11K0.00%+25+357.1%Added
Indiana Trust & Investment Management CO33$6.30K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.33$6.30K0.01%+33New
Fortitude Family Office, LLC42$8.01K0.00%+42New
Hollencrest Capital Management43$8.21K0.00%00.0%Unchanged
Atlantic Trust, LLC46$8.78K0.00%+39+557.1%Added
Kozak & Associates, Inc.48$9.31K0.00%00.0%Unchanged
West Branch Capital LLC50$9.54K0.00%00.0%Unchanged
DAGCO, Inc.50$9.54K0.00%00.0%Unchanged
Hilltop National Bank50$9.54K0.00%+50New
CNB Bank52$9.92K0.00%−11−17.5%Reduced
Fifth Third Bancorp55$10.5K0.00%−24−30.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.60$11.0K0.00%+60New
Medallion Wealth Advisors, LLC57$11.4K0.00%−5−8.1%Reduced
Salem Investment Counselors Inc60$11.4K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP63$12.0K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp63$12.0K0.00%+63New
Mirae Asset Global Investments Co., Ltd.63$12.0K0.00%+63New
Massmutual Trust Co FSB67$12.8K0.00%−13−16.3%Reduced
Harbor Investment Advisory, LLC70$13.4K0.00%00.0%Unchanged
Hantz Financial Services, Inc.79$15.0K0.00%+78+7,800.0%Added
IFP Advisors, Inc36$17.2K0.00%−29−44.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.91$17.4K0.00%+91New
Quarry LP94$17.9K0.00%+33+54.1%Added
Clearstead Advisors, LLC94$17.9K0.00%+94New
Covestor Ltd96$19.0K0.01%+10+11.6%Added
Rossby Financial, LCC100$19.1K0.01%00.0%Unchanged
Concord Wealth Partners100$19.1K0.00%00.0%Unchanged
LRI Investments, LLC100$19.1K0.00%00.0%Unchanged
Spire Wealth Management101$19.3K0.00%+101New
Main Street Group, LTD102$19.5K0.01%00.0%Unchanged
MAI Capital Management102$19.5K0.00%+67+191.4%Added
GAMMA Investing LLC104$19.8K0.00%+61+141.9%Added
First Command Advisory Services, Inc.145$27.7K0.00%00.0%Unchanged
Skopos Labs, Inc.145$27.7K0.00%+91+168.5%Added
HM Payson & Co150$28.6K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale155$29.0K0.00%00.0%Unchanged
MCF Advisors LLC156$29.8K0.00%00.0%Unchanged
Huntington National Bank163$31.1K0.00%−3−1.8%Reduced
ORG Partners LLC160$31.9K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd180$34.3K0.02%−5−2.7%Reduced
STRS Ohio195$37.2K0.00%+195New
Plato Investment Management Ltd198$37.6K0.00%−232−54.0%Reduced
SRS Capital Advisors, Inc.134$39.7K0.00%+92+219.0%Added
TD Waterhouse Canada Inc.233$46.5K0.00%+200+606.1%Added
Sachetta, LLC247$47.1K0.02%00.0%Unchanged
CoreCap Advisors, LLC258$49.2K0.00%+14+5.7%Added
Mount Yale Investment Advisors, LLC260$49.6K0.00%+260New