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Livermore
Livermore
ZHEN

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
Hemington Wealth Management26$4.00K0.00%+4+18.2%Added
Garde Capital, Inc.20$3.82K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$3.82K0.00%00.0%Unchanged
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
Armstrong Advisory Group, Inc19$3.63K0.00%−40−67.8%Reduced
Advisors Asset Management, Inc.17$3.24K0.00%+2+13.3%Added
Parkside Financial Bank & Trust15$2.86K0.00%+2+15.4%Added
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
St Germain D J Co Inc14$2.67K0.00%+14New
Tortoise Investment Management, LLC13$2.48K0.00%+13New
WPG Advisers, LLC13$2.48K0.00%+13New
EverSource Wealth Advisors, LLC11$2.10K0.00%+9+450.0%Added
Red Tortoise LLC11$2.10K0.00%+11New
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
Ritter Daniher Financial Advisory LLC8$1.53K0.00%00.0%Unchanged
Grove Bank & Trust7$1.34K0.00%00.0%Unchanged
SBI Securities Co., Ltd.6$1.15K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.15K0.00%+4+200.0%Added
Twin Peaks Wealth Advisors, LLC5$1.10K0.00%+5New
Avion Wealth8$1.00K0.00%+8New
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
UMA Financial Services, Inc.4$7640.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$7640.00%+4New
Kilter Group LLC4$7640.00%+4New
Assetmark, Inc4$7630.00%00.0%Unchanged
Rise Advisors, LLC3$5720.00%+3New
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
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
J. Goldman & Co LP0$00.00%−68,693−100.0%Sold out
Freestone Grove Partners LP0$00.00%−20,783−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−11,554−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−9,523−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−5,981−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−5,395−100.0%Sold out
Omers Administration Corp0$00.00%−5,200−100.0%Sold out
Norges Bank0$00.00%−4,771−100.0%Sold out
Dean Capital Management0$00.00%−4,213−100.0%Sold out
Axq Capital, LP0$00.00%−3,390−100.0%Sold out
Legato Capital Management LLC0$00.00%−2,654−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−1,549−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−1,433−100.0%Sold out
Heartland Advisors Inc0$00.00%−1,372−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,342−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,260−100.0%Sold out
Stifel Financial Corp0$00.00%−1,219−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,207−100.0%Sold out
Xponance, Inc.0$00.00%−1,200−100.0%Sold out
Bank of Montreal0$00.00%−1,138−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,014−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−1,000−100.0%Sold out
Howe & Rusling Inc0$00.00%−974−100.0%Sold out
HighTower Advisors, LLC0$00.00%−962−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−960−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−956−100.0%Sold out
Mariner, LLC0$00.00%−933−100.0%Sold out
Two Sigma Investments, LP0$00.00%−916−100.0%Sold out
Pine Haven Investment Counsel, Inc0$00.00%−898−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−242−100.0%Sold out
Elequin Capital LP0$00.00%−126−100.0%Sold out
Riverview Trust Co0$00.00%−78−100.0%Sold out
Trivant Custom Portfolio Group, LLC0$00.00%−60−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−50−100.0%Sold out
Studio Investment Management LLC0$00.00%−40−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Bessemer Group Inc0$00.00%−8−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−5−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−5−100.0%Sold out
Putney Financial Group LLC0$00.00%−4−100.0%Sold out
MV Capital Management, Inc.0$00.00%−2−100.0%Sold out
Mather Group, LLC.0$00.00%−1−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−1−100.0%Sold out
Schechter Investment Advisors, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed
Pilgrim Partners Asia Pte Ltd––––Not filed