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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, Q3 2025

Institutional positions in Boston Beer Co Inc as of Sep 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
357
+11 vs. Q2 2025
Shares held
7.89M
+178.4K (+2.3%) vs. Q2 2025
Total value
$1.67B
+$189.0M (+12.8%) vs. Q2 2025
New holders
69
113 more added
Sold out
58
115 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 357 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 heldQ3 2025: $1.67B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q2 2025.

Institutions holding SAM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC1$00.00%+1New
Raffa Wealth Management, LLC1$2110.00%00.0%Unchanged
Innovative Advisory Group, LLC1$2110.00%00.0%Unchanged
Private Trust Co NA1$2110.00%+1New
Transamerica Financial Advisors, Inc.1$2110.00%+1New
Bay Harbor Wealth Management, LLC1$2110.00%+1New
Optiver Holding B.V.1$2110.00%+1New
Parkside Financial Bank & Trust1$2120.00%−14−93.3%Reduced
DHJJ Financial Advisors, Ltd.1$2120.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$2120.00%00.0%Unchanged
SJS Investment Consulting Inc.1$2120.00%+1New
Bear Mountain Capital, Inc.1$2190.00%+1New
JFS Wealth Advisors, LLC2$4230.00%−2−50.0%Reduced
Bare Financial Services, Inc3$6340.00%+3New
Rialto Wealth Management, LLC3$6350.00%+3New
Cornerstone Planning Group LLC4$8240.00%+4New
Assetmark, Inc4$8460.00%00.0%Unchanged
Avion Wealth7$1.00K0.00%−1−12.5%Reduced
Independence Bank of Kentucky5$1.06K0.00%00.0%Unchanged
Kilter Group LLC5$1.06K0.00%+1+25.0%Added
Fortitude Family Office, LLC6$1.27K0.00%−36−85.7%Reduced
Halbert Hargrove Global Advisors, LLC6$1.27K0.00%+6New
SBI Securities Co., Ltd.7$1.48K0.00%+1+16.7%Added
CVA Family Office, LLC7$1.48K0.00%+7New
Tortoise Investment Management, LLC8$1.69K0.00%−5−38.5%Reduced
Bell Investment Advisors, Inc8$1.69K0.00%+2+33.3%Added
MV Capital Management, Inc.8$1.69K0.00%+8New
Smartleaf Asset Management LLC8$1.72K0.00%+8New
Cape Investment Advisory, Inc.9$1.90K0.00%−13−59.1%Reduced
Stephens Consulting, LLC9$1.90K0.00%+8+800.0%Added
Heartwood Wealth Advisors LLC9$1.90K0.00%+9New
NVWM, LLC10$2.11K0.00%00.0%Unchanged
Geneos Wealth Management Inc.10$2.11K0.00%00.0%Unchanged
Golden State Wealth Management, LLC10$2.11K0.00%00.0%Unchanged
Larson Financial Group LLC10$2.11K0.00%+9+900.0%Added
Harbour Investments, Inc.10$2.11K0.00%+10New
Red Tortoise LLC11$2.33K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$2.54K0.00%+2+20.0%Added
Atlantic Trust, LLC13$2.75K0.00%−33−71.7%Reduced
UMA Financial Services, Inc.13$2.75K0.00%+9+225.0%Added
St Germain D J Co Inc14$2.96K0.00%00.0%Unchanged
Advisors Asset Management, Inc.15$3.17K0.00%−2−11.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$3.17K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$3.17K0.00%00.0%Unchanged
Pilgrim Partners Asia Pte Ltd15$3.17K0.00%+15New
GPS Wealth Strategies Group, LLC20$4.23K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.20$4.23K0.00%00.0%Unchanged
Leonteq Securities AG21$4.44K0.00%−427−95.3%Reduced
Caitong International Asset Management Co., Ltd22$4.65K0.00%−158−87.8%Reduced
Hemington Wealth Management25$5.00K0.00%−1−3.8%Reduced
IFP Advisors, Inc24$5.07K0.00%−12−33.3%Reduced
TD Private Client Wealth LLC24$5.07K0.00%−7−22.6%Reduced
Wealthspire Advisors, LLC24$5.07K0.00%+24New
Nemes Rush Group LLC25$5.29K0.00%00.0%Unchanged
Root Financial Partners, LLC27$5.71K0.00%+27New
T. Rowe Price Investment Management, Inc.24$6.00K0.00%−4,841−99.5%Reduced
Private Wealth Management Group, LLC31$6.55K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.33$6.98K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc39$8.25K0.00%+20+105.3%Added
Fifth Third Bancorp40$8.46K0.00%−15−27.3%Reduced
American National Bank42$8.88K0.00%+42New
Kozak & Associates, Inc.48$9.31K0.00%00.0%Unchanged
West Branch Capital LLC50$10.6K0.00%00.0%Unchanged
DAGCO, Inc.50$10.6K0.00%00.0%Unchanged
Hilltop National Bank50$10.6K0.00%00.0%Unchanged
CNB Bank52$11.0K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.57$12.0K0.00%−3−5.0%Reduced
Medallion Wealth Advisors, LLC57$12.1K0.00%00.0%Unchanged
MAI Capital Management58$12.3K0.00%−44−43.1%Reduced
Salem Investment Counselors Inc60$12.7K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp63$13.3K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP63$13.8K0.00%00.0%Unchanged
GWM Advisors LLC68$14.4K0.00%+66+3,300.0%Added
Harbor Investment Advisory, LLC70$14.8K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.74$15.6K0.00%+11+17.5%Added
Quantbot Technologies LP81$17.1K0.00%−1,115−93.2%Reduced
Covestor Ltd89$19.0K0.01%−7−7.3%Reduced
Concord Wealth Partners100$21.1K0.00%00.0%Unchanged
LRI Investments, LLC100$21.1K0.00%00.0%Unchanged
Main Street Group, LTD102$21.6K0.01%00.0%Unchanged
Rossby Financial, LCC100$22.2K0.01%00.0%Unchanged
Quent Capital, LLC126$26.6K0.00%+126New
First Command Advisory Services, Inc.145$30.7K0.00%00.0%Unchanged
HM Payson & Co150$31.7K0.00%00.0%Unchanged
Huntington National Bank153$32.3K0.00%−10−6.1%Reduced
Rockefeller Capital Management L.P.155$32.8K0.00%+155New
MCF Advisors LLC156$33.0K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale155$33.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB159$33.6K0.00%+92+137.3%Added
ORG Partners LLC160$33.8K0.01%00.0%Unchanged
GAMMA Investing LLC189$40.0K0.00%+85+81.7%Added
STRS Ohio190$40.2K0.00%−5−2.6%Reduced
Plato Investment Management Ltd198$41.5K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.232$49.0K0.00%+141+154.9%Added
CIBC Private Wealth Group, LLC244$51.6K0.00%+239+4,780.0%Added
TD Waterhouse Canada Inc.233$51.7K0.00%00.0%Unchanged
Sachetta, LLC245$51.7K0.02%−2−0.8%Reduced
KBC Group NV268$57.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC278$58.8K0.00%+1+0.4%Added
Hantz Financial Services, Inc.280$59.0K0.00%+201+254.4%Added