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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, Q1 2026

Institutional positions in Boston Beer Co Inc as of Mar 31, 2026. 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
370
+30 vs. Q4 2025
Shares held
7.81M
+1.32M (+20.4%) vs. Q4 2025
Total value
$1.80B
+$533.0M (+42.1%) vs. Q4 2025
New holders
76
130 more added
Sold out
46
91 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 370 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 heldQ1 2026: $1.80B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q4 2025.

Institutions holding SAM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Private Trust Co NA1$2300.00%00.0%Unchanged
Raffa Wealth Management, LLC1$2300.00%00.0%Unchanged
Trust Co1$2300.00%00.0%Unchanged
Godfrey Financial Associates, Inc.1$2300.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$2300.00%+1New
Curio Wealth, LLC1$2300.00%+1New
DHJJ Financial Advisors, Ltd.1$2310.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$2310.00%00.0%Unchanged
American National Bank2$4600.00%−40−95.2%Reduced
Smartleaf Asset Management LLC3$6890.00%−5−62.5%Reduced
Spire Wealth Management3$6910.00%00.0%Unchanged
Cornerstone Financial Management LLC3$6910.00%00.0%Unchanged
JFS Wealth Advisors, LLC3$6920.00%+2+200.0%Added
SHP Wealth Management4$9210.00%+4New
Rialto Wealth Management, LLC4$9220.00%+1+33.3%Added
Clearstead Advisors, LLC5$1.15K0.00%−23−82.1%Reduced
Independence Bank of Kentucky5$1.15K0.00%00.0%Unchanged
SBI Securities Co., Ltd.5$1.15K0.00%00.0%Unchanged
Hughes Financial Services, LLC5$1.15K0.00%+5New
Advisors Asset Management, Inc.6$1.38K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd6$1.38K0.00%+6New
Manchester Capital Management LLC6$1.38K0.00%00.0%Unchanged
Bare Financial Services, Inc7$1.61K0.00%+4+133.3%Added
ZRC Wealth Management, LLC7$1.61K0.00%+7New
Fortitude Family Office, LLC8$1.84K0.00%−69−89.6%Reduced
Atlantic Trust, LLC8$1.84K0.00%+6+300.0%Added
Parkside Financial Bank & Trust8$1.84K0.00%+8New
JPL Wealth Management, LLC8$1.84K0.00%+8New
Kilter Group LLC9$2.07K0.00%+3+50.0%Added
CVA Family Office, LLC9$2.07K0.00%+9New
NVWM, LLC10$2.30K0.00%00.0%Unchanged
Geneos Wealth Management Inc.10$2.30K0.00%00.0%Unchanged
Ares Financial Consulting, LLC10$2.35K0.00%00.0%Unchanged
Red Tortoise LLC11$2.53K0.00%00.0%Unchanged
MV Capital Management, Inc.11$2.54K0.00%+4+57.1%Added
Bruce G. Allen Investments, LLC12$2.77K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$2.77K0.00%+12New
Wealth Preservation Advisors, LLC12$2.77K0.00%+12New
UMA Financial Services, Inc.13$3.00K0.00%+11+550.0%Added
St Germain D J Co Inc14$3.23K0.00%00.0%Unchanged
Colonial Trust Co14$3.23K0.00%+14New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$3.46K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$3.46K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC15$3.46K0.00%00.0%Unchanged
Harbour Investments, Inc.17$3.92K0.00%−17−50.0%Reduced
Ameliora Wealth Management Ltd.20$4.61K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC20$4.61K0.00%+20New
Valued Wealth Advisors LLC22$5.07K0.00%+22New
TD Private Client Wealth LLC24$5.53K0.00%+2+9.1%Added
Twin Peaks Wealth Advisors, LLC24$5.53K0.00%+24New
Nemes Rush Group LLC25$5.76K0.00%00.0%Unchanged
WealthCollab, LLC30$6.91K0.00%00.0%Unchanged
Private Wealth Management Group, LLC31$7.14K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.33$7.60K0.01%00.0%Unchanged
Pittenger & Anderson Inc33$7.60K0.00%00.0%Unchanged
IFP Advisors, Inc36$8.29K0.00%+23+176.9%Added
Keating Financial Advisory Services, Inc.37$8.53K0.00%+34+1,133.3%Added
Highline Wealth Partners LLC40$9.22K0.00%+40New
West Branch Capital LLC50$11.5K0.00%00.0%Unchanged
DAGCO, Inc.50$11.5K0.00%00.0%Unchanged
Hilltop National Bank50$11.5K0.00%00.0%Unchanged
Kozak & Associates, Inc.48$11.7K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC52$12.0K0.00%+37+246.7%Added
Salem Investment Counselors Inc60$13.8K0.00%+60New
Zions Bancorporation, National Association63$14.5K0.00%+1+1.6%Added
Natixis63$14.5K0.00%+63New
Atlantic Union Bankshares Corp63$14.5K0.00%−10−13.7%Reduced
Beacon Financial Strategies CORP66$15.2K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC70$16.1K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP63$16.2K0.00%00.0%Unchanged
Quent Capital, LLC78$18.0K0.00%+21+36.8%Added
Vision Retirement, LLC80$18.4K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.80$18.4K0.00%+9+12.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.81$18.7K0.00%+19+30.6%Added
Massmutual Trust Co FSB85$19.6K0.00%−3−3.4%Reduced
Essential Partners LLC88$20.3K0.01%+22+33.3%Added
Root Financial Partners, LLC96$22.1K0.00%+68+242.9%Added
Triumph Capital Management100$23.0K0.00%00.0%Unchanged
LRI Investments, LLC100$23.0K0.00%00.0%Unchanged
Main Street Group, LTD102$23.5K0.01%+102New
Rossby Financial, LCC101$23.7K0.00%+1+1.0%Added
Ancora Advisors, LLC105$24.2K0.00%+105New
Advisory Services Network, LLC106$24.4K0.00%+106New
Armstrong Advisory Group, Inc109$25.1K0.00%00.0%Unchanged
Huntington National Bank133$30.6K0.00%00.0%Unchanged
First Command Advisory Services, Inc.145$33.4K0.00%00.0%Unchanged
HM Payson & Co150$34.6K0.00%00.0%Unchanged
MCF Advisors LLC156$35.9K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale155$36.0K0.00%00.0%Unchanged
Golden State Equity Partners160$36.9K0.00%+160New
Larson Financial Group LLC171$39.4K0.00%+166+3,320.0%Added
SRS Capital Advisors, Inc.174$40.1K0.00%+172+8,600.0%Added
Rockefeller Capital Management L.P.177$40.8K0.00%+23+14.9%Added
STRS Ohio185$42.6K0.00%00.0%Unchanged
Plato Investment Management Ltd198$45.6K0.00%00.0%Unchanged
Covestor Ltd212$48.0K0.03%−38−15.2%Reduced
True Wealth Design, LLC225$51.8K0.01%+80+55.2%Added
TD Waterhouse Canada Inc.233$54.7K0.00%00.0%Unchanged
CoreCap Advisors, LLC240$55.3K0.00%−2−0.8%Reduced
Sachetta, LLC245$56.4K0.03%00.0%Unchanged