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 | $1.47B |
| 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, 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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 1,281 | $226.7K | 0.00% | −900−41.3% | Reduced |
| Pathstone Holdings, LLC | 1,249 | $221.1K | 0.00% | +1,249 | New |
| Cresset Asset Management, LLC | 1,245 | $220.4K | 0.00% | −78−5.9% | Reduced |
| Victory Capital Management Inc | 1,229 | $217.6K | 0.00% | +10+0.8% | Added |
| 1620 Investment Advisors, Inc. | 1,217 | $215.4K | 0.13% | −252−17.2% | Reduced |
| CastleKnight Management LP | 1,200 | $212.4K | 0.01% | −4,100−77.4% | Reduced |
| Bank of Montreal | 1,194 | $211.4K | 0.00% | +1,194 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,168 | $206.8K | 0.00% | −981−45.6% | Reduced |
| Jones Financial Companies LLLP | 1,040 | $199.5K | 0.00% | +169+19.4% | Added |
| Meeder Asset Management Inc | 1,118 | $197.9K | 0.01% | +213+23.5% | Added |
| Investors Research Corp | 1,092 | $193.3K | 0.03% | −33−2.9% | Reduced |
| State of Alaska, Department of Revenue | 1,091 | $192.0K | 0.00% | −35−3.1% | Reduced |
| Caldwell Trust Co | 1,000 | $177.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 953 | $169.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 953 | $168.7K | 0.00% | +22+2.4% | Added |
| Brown Brothers Harriman & Co | 850 | $150.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 827 | $146.4K | 0.00% | +653+375.3% | Added |
| Nisa Investment Advisors, LLC | 665 | $117.7K | 0.00% | +260+64.2% | Added |
| Nykredit A/S | 647 | $114.5K | 0.00% | +647 | New |
| Securian Asset Management, Inc | 585 | $104.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 540 | $95.6K | 0.00% | −418−43.6% | Reduced |
| Quarry LP | 429 | $75.9K | 0.01% | +50+13.2% | Added |
| National Bank of Canada | 406 | $71.8K | 0.00% | −287−41.4% | Reduced |
| LSV Asset Management | 400 | $71.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 374 | $66.2K | 0.00% | +38+11.3% | Added |
| Oakworth Capital, Inc. | 333 | $59.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 331 | $58.6K | 0.00% | −5,683−94.5% | Reduced |
| Parallel Advisors, LLC | 313 | $55.4K | 0.00% | −530−62.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 312 | $55.2K | 0.00% | −19−5.7% | Reduced |
| Global Retirement Partners, LLC | 304 | $53.8K | 0.00% | +304 | New |
| CoreCap Advisors, LLC | 280 | $49.6K | 0.00% | +40+16.7% | Added |
| Advisor Group Holdings, Inc. | 271 | $48.0K | 0.00% | −184−40.4% | Reduced |
| Simplex Trading, LLC | 270 | $47.8K | 0.00% | −1,022−79.1% | Reduced |
| Public Employees Retirement System of Ohio | 266 | $47.1K | 0.00% | −2,211−89.3% | Reduced |
| KBC Group NV | 268 | $47.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 245 | $43.3K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 233 | $41.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 232 | $41.0K | 0.00% | −502−68.4% | Reduced |
| EverSource Wealth Advisors, LLC | 223 | $39.5K | 0.00% | −200−47.3% | Reduced |
| SJS Investment Consulting Inc. | 207 | $36.6K | 0.00% | +195+1,625.0% | Added |
| DekaBank Deutsche Girozentrale | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 201 | $35.6K | 0.00% | −113−36.0% | Reduced |
| Rockefeller Capital Management L.P. | 198 | $35.1K | 0.00% | +21+11.9% | Added |
| Plato Investment Management Ltd | 198 | $34.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 186 | $32.9K | 0.00% | −1,172−86.3% | 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 |
| Signaturefd, LLC | 178 | $31.5K | 0.00% | −115−39.2% | Reduced |
| US Bancorp | 164 | $29.0K | 0.00% | −307−65.2% | Reduced |
| Covestor Ltd | 155 | $28.0K | 0.02% | −57−26.9% | Reduced |
| MCF Advisors LLC | 156 | $27.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $27.6K | 0.00% | +120+333.3% | Added |
| HM Payson & Co | 150 | $26.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 150 | $26.6K | 0.00% | −289−65.8% | Reduced |
| First Command Advisory Services, Inc. | 145 | $25.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $25.0K | 0.00% | −30−17.5% | Reduced |
| Huntington National Bank | 133 | $23.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 131 | $23.2K | 0.00% | −702−84.3% | Reduced |
| Armstrong Advisory Group, Inc | 129 | $22.8K | 0.00% | +20+18.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 121 | $21.4K | 0.00% | +40+49.4% | Added |
| Rossby Financial, LCC | 101 | $17.9K | 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 |
| Vision Retirement, LLC | 80 | $14.2K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 75 | $13.3K | 0.01% | +75 | New |
| 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 |
| Sterling Capital Management LLC | 68 | $12.0K | 0.00% | −191−73.7% | Reduced |
| Beacon Financial Strategies CORP | 66 | $11.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 66 | $11.7K | 0.00% | +66 | New |
| Zions Bancorporation, National Association | 65 | $11.5K | 0.00% | +2+3.2% | Added |
| 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 |
| Salem Investment Counselors Inc | 60 | $10.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $9.56K | 0.00% | +14+35.0% | Added |
| 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 |
| Kozak & Associates, Inc. | 48 | $8.53K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $6.20K | 0.00% | +30+600.0% | Added |
| Pittenger & Anderson Inc | 33 | $5.84K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 33 | $5.84K | 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 |
| Nemes Rush Group LLC | 25 | $4.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $4.25K | 0.00% | −61−71.8% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $3.90K | 0.00% | +22 | New |
| SBI Securities Co., Ltd. | 21 | $3.72K | 0.00% | +16+320.0% | 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 |
| UMA Financial Services, Inc. | 19 | $3.36K | 0.00% | +6+46.2% | Added |
| Essential Partners LLC | 18 | $3.19K | 0.00% | −70−79.5% | Reduced |
| Optiver Holding B.V. | 18 | $3.19K | 0.00% | +18 | New |
| Basecamp Wealth Advisors LLC | 17 | $3.01K | 0.00% | −35−67.3% | Reduced |
| Harbour Investments, Inc. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $2.66K | 0.00% | +8+114.3% | Added |
| 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 |
| Colonial Trust Co | 14 | $2.55K | 0.00% | 00.0% | Unchanged |