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, Q4 2025
Institutional positions in Boston Beer Co Inc as of Dec 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
- 348
- −6 vs. Q3 2025
- Shares held
- 7.56M
- −325.1K (−4.1%) vs. Q3 2025
- Total value
- $1.47B
- −$191.7M (−11.5%) vs. Q3 2025
- New holders
- 60
- 74 more added
- Sold out
- 66
- 153 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 330 | $1.53B |
| Q1 2026 | 370 | $1.80B |
| Q4 2025 | 348 | $1.47B |
| Q3 2025 | 357 | $1.67B |
| Q2 2025 | 348 | $1.48B |
| Q1 2025 | 328 | $1.75B |
| Q4 2024 | 347 | $2.23B |
| Q3 2024 | 332 | $2.04B |
| Q2 2024 | 325 | $2.17B |
| Q1 2024 | 326 | $2.22B |
| Q4 2023 | 342 | $2.57B |
| Q3 2023 | 324 | $3.04B |
| Q2 2023 | 297 | $2.43B |
| Q1 2023 | 304 | $2.66B |
| Q4 2022 | 318 | $2.69B |
| Q3 2022 | 299 | $2.75B |
| Q2 2022 | 316 | $2.59B |
| Q1 2022 | 325 | $2.99B |
| Q4 2021 | 382 | $3.86B |
| Q3 2021 | 376 | $4.13B |
| Q2 2021 | 454 | $9.09B |
| Q1 2021 | 413 | $10.6B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $195 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $195 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $195 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 1 | $196 | 0.00% | −1−50.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $390 | 0.00% | −66−97.1% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $391 | 0.00% | −9,890−100.0% | Reduced |
| Atlantic Trust, LLC | 2 | $391 | 0.00% | −11−84.6% | Reduced |
| UMA Financial Services, Inc. | 2 | $391 | 0.00% | −11−84.6% | Reduced |
| Bare Financial Services, Inc | 3 | $585 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $585 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $585 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $585 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $586 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $976 | 0.00% | −5−50.0% | Reduced |
| SBI Securities Co., Ltd. | 5 | $976 | 0.00% | −2−28.6% | Reduced |
| Independence Bank of Kentucky | 5 | $976 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6 | $1.17K | 0.00% | −9−60.0% | Reduced |
| Kilter Group LLC | 6 | $1.17K | 0.00% | +1+20.0% | Added |
| Manchester Capital Management LLC | 6 | $1.17K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $1.37K | 0.00% | −1−12.5% | Reduced |
| CNB Bank | 8 | $1.56K | 0.00% | −44−84.6% | Reduced |
| Smartleaf Asset Management LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $1.95K | 0.00% | +10 | New |
| Ares Financial Consulting, LLC | 10 | $1.95K | 0.00% | +10 | New |
| Red Tortoise LLC | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $2.54K | 0.00% | −11−45.8% | Reduced |
| SageView Advisory Group, LLC | 13 | $2.54K | 0.00% | +13 | New |
| St Germain D J Co Inc | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $2.93K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 15 | $2.93K | 0.00% | +15 | New |
| Basecamp Wealth Advisors LLC | 15 | $2.93K | 0.00% | +15 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $3.90K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 21 | $4.10K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $4.29K | 0.00% | −2−8.3% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $4.29K | 0.00% | +13+144.4% | Added |
| Nemes Rush Group LLC | 25 | $4.88K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $5.46K | 0.00% | −310−91.7% | Reduced |
| Root Financial Partners, LLC | 28 | $5.46K | 0.00% | +1+3.7% | Added |
| WealthCollab, LLC | 30 | $5.85K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 31 | $6.05K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 33 | $6.44K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 33 | $6.44K | 0.00% | +33 | New |
| Harbour Investments, Inc. | 34 | $6.63K | 0.00% | +24+240.0% | Added |
| Signature Equity Partners, LLC | 38 | $7.42K | 0.00% | +38 | New |
| CIBC Private Wealth Group, LLC | 42 | $8.20K | 0.00% | −202−82.8% | Reduced |
| American National Bank | 42 | $8.20K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 48 | $9.97K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 53 | $10.3K | 0.00% | −5−8.6% | Reduced |
| Signaturefd, LLC | 56 | $10.9K | 0.00% | −289−83.8% | Reduced |
| Fifth Third Bancorp | 56 | $10.9K | 0.00% | +16+40.0% | Added |
| Quent Capital, LLC | 57 | $11.1K | 0.00% | −69−54.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62 | $12.0K | 0.00% | +5+8.8% | Added |
| Zions Bancorporation, National Association | 62 | $12.1K | 0.00% | +62 | New |
| Essential Partners LLC | 66 | $12.9K | 0.00% | −215−76.5% | Reduced |
| Beacon Financial Strategies CORP | 66 | $12.9K | 0.01% | +66 | New |
| Harbor Investment Advisory, LLC | 70 | $13.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $13.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 71 | $13.9K | 0.00% | −3−4.1% | Reduced |
| Atlantic Union Bankshares Corp | 73 | $14.2K | 0.00% | +10+15.9% | Added |
| Fortitude Family Office, LLC | 77 | $15.0K | 0.00% | +71+1,183.3% | Added |
| Vision Retirement, LLC | 80 | $15.6K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 88 | $17.2K | 0.00% | −71−44.7% | Reduced |
| Rossby Financial, LCC | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $19.5K | 0.00% | +100 | New |
| Triumph Capital Management | 100 | $19.5K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 109 | $21.3K | 0.00% | +70+179.5% | Added |
| Huntington National Bank | 133 | $26.0K | 0.00% | −20−13.1% | Reduced |
| True Wealth Design, LLC | 145 | $28.3K | 0.01% | −142−49.5% | Reduced |
| First Command Advisory Services, Inc. | 145 | $28.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $29.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 154 | $30.1K | 0.00% | −1−0.6% | Reduced |
| MCF Advisors LLC | 156 | $30.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $31.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 168 | $32.8K | 0.00% | +168 | New |
| Flagship Harbor Advisors, LLC | 179 | $34.9K | 0.00% | +179 | New |
| STRS Ohio | 185 | $36.1K | 0.00% | −5−2.6% | Reduced |
| Plato Investment Management Ltd | 198 | $38.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 199 | $38.8K | 0.00% | −187−48.4% | Reduced |
| Global Retirement Partners, LLC | 211 | $41.2K | 0.00% | −67−24.1% | Reduced |
| GAMMA Investing LLC | 227 | $44.3K | 0.00% | +38+20.1% | Added |
| TD Waterhouse Canada Inc. | 233 | $45.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 242 | $47.2K | 0.00% | −126−34.2% | Reduced |
| Sachetta, LLC | 245 | $47.7K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 155 | $48.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $49.0K | 0.03% | +161+180.9% | Added |