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, Q2 2026
Institutional positions in Boston Beer Co Inc as of Jun 30, 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
- 330
- −35 vs. Q1 2026
- Shares held
- 8.64M
- +849.2K (+10.9%) vs. Q1 2026
- Total value
- $1.53B
- −$263.7M (−14.7%) vs. Q1 2026
- New holders
- 47
- 111 more added
- Sold out
- 82
- 113 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $1.48B |
| Q3 2025 | 357 | $1.67B |
| Q2 2025 | 348 | $1.48B |
| Q1 2025 | 328 | $1.75B |
| Q4 2024 | 347 | $2.23B |
| Q3 2024 | 332 | $2.05B |
| Q2 2024 | 325 | $2.18B |
| Q1 2024 | 326 | $2.28B |
| Q4 2023 | 342 | $2.60B |
| Q3 2023 | 324 | $3.04B |
| Q2 2023 | 297 | $2.43B |
| Q1 2023 | 304 | $3.16B |
| Q4 2022 | 318 | $2.70B |
| Q3 2022 | 300 | $2.76B |
| Q2 2022 | 316 | $2.61B |
| Q1 2022 | 325 | $3.00B |
| Q4 2021 | 382 | $3.89B |
| Q3 2021 | 376 | $4.13B |
| Q2 2021 | 454 | $9.09B |
| Q1 2021 | 413 | $10.6B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Boston Beer Co Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $177 | 0.00% | −4−80.0% | Reduced |
| Trust Co | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1 | $177 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $178 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $178 | 0.00% | +1 | New |
| Main Street Group, LTD | 2 | $354 | 0.00% | −100−98.0% | Reduced |
| Advisors Asset Management, Inc. | 2 | $354 | 0.00% | −4−66.7% | Reduced |
| American National Bank | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $354 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $355 | 0.00% | −6−75.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $531 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 3 | $531 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $532 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $547 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4 | $708 | 0.00% | −33−89.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $708 | 0.00% | +3+300.0% | Added |
| Manchester Capital Management LLC | 4 | $709 | 0.00% | −2−33.3% | Reduced |
| Independence Bank of Kentucky | 5 | $885 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $1.06K | 0.00% | −2−25.0% | Reduced |
| Godfrey Financial Associates, Inc. | 6 | $1.06K | 0.00% | +5+500.0% | Added |
| Valued Wealth Advisors LLC | 7 | $1.24K | 0.00% | −15−68.2% | Reduced |
| High Note Wealth, LLC | 8 | $1.42K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 9 | $1.59K | 0.00% | −22−71.0% | Reduced |
| Ares Financial Consulting, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $1.95K | 0.00% | −13−54.2% | Reduced |
| Action Point Financial Planning, LLC | 12 | $2.12K | 0.00% | +12 | New |
| St Germain D J Co Inc | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $2.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $2.66K | 0.00% | +8+114.3% | Added |
| Basecamp Wealth Advisors LLC | 17 | $3.01K | 0.00% | −35−67.3% | Reduced |
| Harbour Investments, Inc. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 18 | $3.19K | 0.00% | −70−79.5% | Reduced |
| Optiver Holding B.V. | 18 | $3.19K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 19 | $3.36K | 0.00% | +6+46.2% | Added |
| Cedar Mountain Advisors, LLC | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $3.72K | 0.00% | +16+320.0% | Added |
| Cape Investment Advisory, Inc. | 22 | $3.90K | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 24 | $4.25K | 0.00% | −61−71.8% | Reduced |
| Nemes Rush Group LLC | 25 | $4.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $5.13K | 0.00% | −196−87.1% | Reduced |
| Atlantic Trust, LLC | 29 | $5.13K | 0.00% | +21+262.5% | Added |
| Pittenger & Anderson Inc | 33 | $5.84K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 33 | $5.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $6.20K | 0.00% | +30+600.0% | Added |
| Kozak & Associates, Inc. | 48 | $8.53K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 50 | $8.85K | 0.00% | −5,886−99.2% | Reduced |
| West Branch Capital LLC | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $9.56K | 0.00% | +14+35.0% | Added |
| Salem Investment Counselors Inc | 60 | $10.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 63 | $11.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 65 | $11.5K | 0.00% | +2+3.2% | Added |
| Beacon Financial Strategies CORP | 66 | $11.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 66 | $11.7K | 0.00% | +66 | New |
| Sterling Capital Management LLC | 68 | $12.0K | 0.00% | −191−73.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 70 | $12.4K | 0.00% | −10−12.5% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $12.4K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 75 | $13.3K | 0.01% | +75 | New |
| Vision Retirement, LLC | 80 | $14.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $17.7K | 0.00% | +100 | New |
| Rossby Financial, LCC | 101 | $17.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 121 | $21.4K | 0.00% | +40+49.4% | Added |
| Armstrong Advisory Group, Inc | 129 | $22.8K | 0.00% | +20+18.3% | Added |
| Rothschild Investment LLC | 131 | $23.2K | 0.00% | −702−84.3% | Reduced |
| Huntington National Bank | 133 | $23.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $25.0K | 0.00% | −30−17.5% | Reduced |
| First Command Advisory Services, Inc. | 145 | $25.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 150 | $26.6K | 0.00% | −289−65.8% | Reduced |
| HM Payson & Co | 150 | $26.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $27.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $27.6K | 0.00% | +120+333.3% | Added |
| Covestor Ltd | 155 | $28.0K | 0.02% | −57−26.9% | Reduced |
| US Bancorp | 164 | $29.0K | 0.00% | −307−65.2% | Reduced |
| Signaturefd, LLC | 178 | $31.5K | 0.00% | −115−39.2% | Reduced |
| Group One Trading, L.P. | 182 | $32.2K | 0.00% | −2,594−93.4% | Reduced |
| GAMMA Investing LLC | 182 | $32.2K | 0.00% | −208−53.3% | Reduced |
| Versant Capital Management, Inc | 186 | $32.9K | 0.00% | −1,172−86.3% | Reduced |
| Plato Investment Management Ltd | 198 | $34.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 198 | $35.1K | 0.00% | +21+11.9% | Added |
| Umb Bank N A | 201 | $35.6K | 0.00% | −113−36.0% | Reduced |
| DekaBank Deutsche Girozentrale | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 207 | $36.6K | 0.00% | +195+1,625.0% | Added |
| EverSource Wealth Advisors, LLC | 223 | $39.5K | 0.00% | −200−47.3% | Reduced |
| Hantz Financial Services, Inc. | 232 | $41.0K | 0.00% | −502−68.4% | Reduced |
| TD Waterhouse Canada Inc. | 233 | $41.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 245 | $43.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 268 | $47.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 266 | $47.1K | 0.00% | −2,211−89.3% | Reduced |
| Simplex Trading, LLC | 270 | $47.8K | 0.00% | −1,022−79.1% | Reduced |
| Advisor Group Holdings, Inc. | 271 | $48.0K | 0.00% | −184−40.4% | Reduced |
| CoreCap Advisors, LLC | 280 | $49.6K | 0.00% | +40+16.7% | Added |