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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
CastleKnight Management LP5,300$1.22M0.06%−1,300−19.7%Reduced
Robeco Institutional Asset Management B.V.4,953$1.14M0.00%+377+8.2%Added
LPL Financial LLC4,874$1.12M0.00%−2,294−32.0%Reduced
Eschler Asset Management LLP4,600$1.06M1.06%00.0%Unchanged
Great West Life Assurance Co4,583$1.06M0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,475$1.03M0.00%−984−18.0%Reduced
Perbak Capital Partners LLP4,365$1.01M0.25%+3,229+284.2%Added
New York State Common Retirement Fund4,305$991.9K0.00%+115+2.7%Added
Sequoia Financial Advisors, LLC4,120$949.2K0.01%+1,599+63.4%Added
Canada Pension Plan Investment Board4,100$944.6K0.00%+700+20.6%Added
Harbor Capital Advisors, Inc.4,056$935.0K0.08%+4,056New
Teacher Retirement System of Texas4,043$931.5K0.00%−1,597−28.3%Reduced
Inscription Capital, LLC3,965$913.5K0.10%+943+31.2%Added
Schonfeld Strategic Advisors LLC3,837$884.0K0.01%+1,922+100.4%Added
Janus Henderson Group PLC3,826$881.2K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC3,822$880.6K0.01%+367+10.6%Added
MetLife Investment Management3,786$872.3K0.00%+27+0.7%Added
Fifth Third Bancorp3,466$798.6K0.00%+3,410+6,089.3%Added
Amalgamated Bank3,462$798.0K0.01%−53−1.5%Reduced
Glenmede Trust Co NA3,456$796.3K0.00%+712+25.9%Added
Police & Firemen's Retirement System of New Jersey3,438$792.1K0.01%00.0%Unchanged
Virginia Retirement Systems Et Al3,388$780.6K0.01%+400+13.4%Added
Envestnet Asset Management Inc3,350$771.8K0.00%+289+9.4%Added
Treasurer of the State of North Carolina3,307$762.0K0.00%+70+2.2%Added
Citigroup Inc3,287$757.3K0.00%+1,441+78.1%Added
Captrust Financial Advisors3,274$754.3K0.00%+1,541+88.9%Added
Amica Mutual Insurance Co3,208$739.0K0.06%00.0%Unchanged
SG Americas Securities, LLC3,178$732.0K0.00%−1,040−24.7%Reduced
State of Tennessee, Treasury Department3,094$712.9K0.00%00.0%Unchanged
Oppenheimer Asset Management Inc.3,079$709.4K0.01%+1,033+50.5%Added
Vanguard Global Advisers, LLC3,075$708.5K0.00%+3,075New
Magnetar Financial LLC3,055$703.9K0.01%+1,920+169.2%Added
Cambria Investment Management, L.P.3,025$697.0K0.04%+271+9.8%Added
Founders Capital Management, LLC2,995$690.0K0.11%00.0%Unchanged
Mutual of America Capital Management LLC2,948$679.2K0.01%−253−7.9%Reduced
Vident Advisory, LLC2,929$674.8K0.01%−147−4.8%Reduced
Group One Trading, L.P.2,776$639.6K0.02%+2,512+951.5%Added
Intech Investment Management LLC2,625$604.8K0.01%+2,625New
Teachers Retirement System of the State of Kentucky2,535$584.0K0.00%−750−22.8%Reduced
Icon Advisers Inc2,520$580.6K0.13%00.0%Unchanged
Impact Partnership Wealth, LLC2,514$579.2K0.07%+2,514New
Wernau Asset Management Inc.2,500$576.0K0.60%00.0%Unchanged
Public Employees Retirement System of Ohio2,477$570.7K0.00%−61−2.4%Reduced
Quantbot Technologies LP2,432$560.3K0.02%+2,432New
Syon Capital LLC2,391$550.9K0.03%+1,058+79.4%Added
Freestone Grove Partners LP2,373$546.7K0.00%+2,373New
CIBC Bancorp USA Inc.2,350$541.4K0.00%+2,350New
Chicago Partners Investment Group LLC2,197$535.9K0.01%+1,240+129.6%Added
CAPROCK Group, Inc.2,264$521.6K0.01%−926−29.0%Reduced
Arizona State Retirement System2,245$517.2K0.00%−92−3.9%Reduced
Vanguard Investments Australia, Ltd.2,218$511.0K0.00%+2,218New
Louisiana State Employees Retirement System2,200$506.9K0.01%+100+4.8%Added
HighTower Advisors, LLC2,181$502.8K0.00%−1,814−45.4%Reduced
Raymond James Financial Inc2,153$496.1K0.00%−1,591−42.5%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH2,149$495.1K0.00%+2,149New
Diversified Investment Strategies, LLC2,085$480.4K0.31%00.0%Unchanged
Engineers Gate Manager LP2,057$473.9K0.01%−11,589−84.9%Reduced
Tower Research Capital LLC (TRC)2,031$467.9K0.01%−1,274−38.5%Reduced
Flputnam Investment Management Co2,024$466.3K0.01%+2,024New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,019$465.2K0.01%+2,019New
Monaco Asset Management SAM2,000$460.8K0.15%−51,927−96.3%Reduced
Evergreen Capital Management LLC1,995$459.6K0.01%+1,995New
RHS Financial, LLC1,961$451.8K0.21%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,927$444.0K0.00%+2+0.1%Added
Camden Capital, LLC1,917$441.7K0.03%+1,917New
New Mexico Educational Retirement Board1,900$438.0K0.01%00.0%Unchanged
State of Michigan Retirement System1,883$433.8K0.00%+100+5.6%Added
Bridgewater Associates, LP1,851$426.5K0.00%−3,312−64.1%Reduced
Merit Financial Group, LLC1,834$422.6K0.00%+231+14.4%Added
Callan Family Office, LLC1,829$421.4K0.01%+1+0.1%Added
Prudential Financial Inc1,825$420.5K0.00%+1,825New
SEI Investments Co1,818$418.6K0.00%+30+1.7%Added
Boothbay Fund Management, LLC1,813$417.7K0.01%+639+54.4%Added
Toroso Investments, LLC1,812$417.5K0.00%+273+17.7%Added
ISAM Funds (UK) Ltd1,776$409.2K0.20%+1,776New
Thrivent Financial for Lutherans1,733$399.0K0.00%+1+0.1%Added
Northwestern Mutual Investment Management Company, LLC1,723$397.0K0.01%+1+0.1%Added
Balyasny Asset Management LLC1,698$391.2K0.00%−407−19.3%Reduced
Cetera Investment Advisers1,675$385.9K0.00%−689−29.1%Reduced
Baker Avenue Asset Management, LP1,675$385.9K0.01%+1,675New
TCG Advisory Services, LLC1,662$382.9K0.01%+272+19.6%Added
JustInvest LLC1,643$378.5K0.00%+203+14.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,635$376.7K0.00%00.0%Unchanged
Empowered Funds, LLC1,614$371.9K0.00%+1,614New
Kera Capital Partners, Inc.1,600$368.6K0.05%+1,600New
NorthCrest Asset Manangement, LLC1,513$364.4K0.01%+423+38.8%Added
Oregon Public Employees Retirement Fund1,534$353.4K0.00%−45−2.8%Reduced
Aaron Wealth Advisors1,529$352.3K0.02%+1,529New
Buckingham Strategic Partners1,528$352.1K0.00%+1,528New
Yousif Capital Management, LLC1,514$348.8K0.00%−139−8.4%Reduced
Skopos Labs, Inc.1,470$338.7K0.01%+1,470New
1620 Investment Advisors, Inc.1,469$338.5K0.23%+479+48.4%Added
Pictet Asset Management Holding SA1,460$336.4K0.00%+260+21.7%Added
Lombard Odier Asset Management (USA) Corp1,432$329.9K0.18%+1,432New
Ameritas Investment Partners, Inc.1,410$324.9K0.01%00.0%Unchanged
Brighton Jones LLC1,402$323.0K0.01%+1,402New
Calamos Wealth Management LLC1,385$319.1K0.01%+1,385New
HSBC Holdings PLC1,346$314.0K0.00%−1,690−55.7%Reduced
Versant Capital Management, Inc1,358$312.9K0.03%+791+139.5%Added
Farther Finance Advisors, LLC1,302$305.8K0.00%+80+6.5%Added