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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, 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.

Institutional holdersQ4 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 heldQ4 2025: $1.47B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q3 2025.

Institutions holding SAM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC28$5.46K0.00%−310−91.7%Reduced
Root Financial Partners, LLC28$5.46K0.00%+1+3.7%Added
T. Rowe Price Investment Management, Inc.24$5.00K0.00%00.0%Unchanged
Nemes Rush Group LLC25$4.88K0.00%00.0%Unchanged
TD Private Client Wealth LLC22$4.29K0.00%−2−8.3%Reduced
Cape Investment Advisory, Inc.22$4.29K0.00%+13+144.4%Added
Leonteq Securities AG21$4.10K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.20$3.90K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$3.00K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$2.93K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC15$2.93K0.00%+15New
Basecamp Wealth Advisors LLC15$2.93K0.00%+15New
St Germain D J Co Inc14$2.73K0.00%00.0%Unchanged
SageView Advisory Group, LLC13$2.54K0.00%+13New
IFP Advisors, Inc13$2.54K0.00%−11−45.8%Reduced
Bruce G. Allen Investments, LLC12$2.34K0.00%00.0%Unchanged
Red Tortoise LLC11$2.15K0.00%00.0%Unchanged
NVWM, LLC10$1.95K0.00%00.0%Unchanged
Geneos Wealth Management Inc.10$1.95K0.00%00.0%Unchanged
Torren Management, LLC10$1.95K0.00%+10New
Ares Financial Consulting, LLC10$1.95K0.00%+10New
Smartleaf Asset Management LLC8$1.58K0.00%00.0%Unchanged
CNB Bank8$1.56K0.00%−44−84.6%Reduced
MV Capital Management, Inc.7$1.37K0.00%−1−12.5%Reduced
Advisors Asset Management, Inc.6$1.17K0.00%−9−60.0%Reduced
Kilter Group LLC6$1.17K0.00%+1+20.0%Added
Manchester Capital Management LLC6$1.17K0.00%+6New
Larson Financial Group LLC5$9760.00%−5−50.0%Reduced
SBI Securities Co., Ltd.5$9760.00%−2−28.6%Reduced
Independence Bank of Kentucky5$9760.00%00.0%Unchanged
Rialto Wealth Management, LLC3$5860.00%00.0%Unchanged
Bare Financial Services, Inc3$5850.00%00.0%Unchanged
Spire Wealth Management3$5850.00%+3New
Keating Financial Advisory Services, Inc.3$5850.00%+3New
Cornerstone Financial Management LLC3$5850.00%+3New
SRS Capital Advisors, Inc.2$3910.00%−9,890−100.0%Reduced
Atlantic Trust, LLC2$3910.00%−11−84.6%Reduced
UMA Financial Services, Inc.2$3910.00%−11−84.6%Reduced
GWM Advisors LLC2$3900.00%−66−97.1%Reduced
JFS Wealth Advisors, LLC1$1960.00%−1−50.0%Reduced
DHJJ Financial Advisors, Ltd.1$1960.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$1960.00%00.0%Unchanged
Private Trust Co NA1$1950.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1950.00%00.0%Unchanged
Innovative Advisory Group, LLC1$1950.00%00.0%Unchanged
Trust Co1$1950.00%+1New
Elyxium Wealth, LLC1$1950.00%+1New
Godfrey Financial Associates, Inc.1$1950.00%+1New
Fisher Asset Management, LLC0$00.00%−231,467−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−145,939−100.0%Sold out
Panagora Asset Management Inc0$00.00%−24,806−100.0%Sold out
Prudential Financial Inc0$00.00%−20,680−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−14,662−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−9,217−100.0%Sold out
Clough Capital Partners L P0$00.00%−7,440−100.0%Sold out
Freestone Grove Partners LP0$00.00%−4,961−100.0%Sold out
Brighton Jones LLC0$00.00%−2,307−100.0%Sold out
Vise Technologies, Inc.0$00.00%−2,149−100.0%Sold out
Lazard Asset Management LLC0$00.00%−2,055−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−2,045−100.0%Sold out
Buckingham Strategic Partners0$00.00%−2,017−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,942−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,864−100.0%Sold out
Kera Capital Partners, Inc.0$00.00%−1,829−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,756−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−1,634−100.0%Sold out
Numerai GP LLC0$00.00%−1,508−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−1,500−100.0%Sold out
Versor Investments LP0$00.00%−1,500−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−1,496−100.0%Sold out
Profit Investment Management, LLC0$00.00%−1,378−100.0%Sold out
Camden Capital, LLC0$00.00%−1,305−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−1,255−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−1,217−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−1,179−100.0%Sold out
Summit Place Financial Advisors, LLC0$00.00%−1,146−100.0%Sold out
Centiva Capital, LP0$00.00%−1,133−100.0%Sold out
Krilogy Financial LLC0$00.00%−1,135−100.0%Sold out
CIBC World Markets Inc.0$00.00%−1,092−100.0%Sold out
Diversified Trust Co0$00.00%−1,076−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,037−100.0%Sold out
Caerus Investment Advisors, LLC0$00.00%−1,017−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,000−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,000−100.0%Sold out
Sigma Planning Corp0$00.00%−980−100.0%Sold out
Bank of Montreal0$00.00%−972−100.0%Sold out
M&T Bank Corp0$00.00%−954−100.0%Sold out
Walleye Capital LLC0$00.00%−560−100.0%Sold out
Principal Securities, Inc.0$00.00%−367−100.0%Sold out
Main Street Group, LTD0$00.00%−102−100.0%Sold out
Quantbot Technologies LP0$00.00%−81−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−60−100.0%Sold out
Medallion Wealth Advisors, LLC0$00.00%−57−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−24−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−22−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−20−100.0%Sold out
Pilgrim Partners Asia Pte Ltd0$00.00%−15−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−10−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−9−100.0%Sold out
Stephens Consulting, LLC0$00.00%−9−100.0%Sold out