Boston Beer (SAM) Institutional Ownership

$290.83

+20.31 (+7.51%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 81.13%
Number of Institutional Buyers (last 12 months): 144
Total Institutional Inflows (last 12 months): $254.35M

Number of Institutional Sellers (last 12 months): 96
Total Institutional Outflows (last 12 months): $155.09M

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SAM Institutional Buying and Selling by Quarter

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Boston Beer Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	1,944	$593K	0.0%	-89.0%	0.016%
7/26/2024	State of Michigan Retirement System	2,183	$666K	0.0%	-4.4%	0.018%
7/26/2024	Bank of New York Mellon Corp	133,486	$40.72M	0.0%	+8.1%	1.117%
7/24/2024	Retirement Systems of Alabama	17,786	$5.43M	0.0%	-2.9%	0.149%
7/24/2024	Louisiana State Employees Retirement System	2,600	$793K	0.0%	-3.7%	0.022%
7/23/2024	1620 Investment Advisors Inc.	476	$145K	0.1%	N/A	0.004%
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7/23/2024	Bank Hapoalim BM	2,068	$631K	0.1%	-3.5%	0.017%
7/22/2024	Pallas Capital Advisors LLC	770	$216K	0.0%	N/A	0.006%
7/20/2024	Nisa Investment Advisors LLC	465	$142K	0.0%	-75.8%	0.004%
7/18/2024	Assenagon Asset Management S.A.	46,659	$14.23M	0.0%	+190.6%	0.390%
7/17/2024	AlphaMark Advisors LLC	495	$151K	0.1%	-46.7%	0.004%
7/17/2024	Wedge Capital Management L L P NC	7,209	$2.20M	0.0%	+16.9%	0.060%
7/16/2024	ORG Partners LLC	160	$48K	0.0%	N/A	0.001%
7/16/2024	QV Investors Inc.	20,570	$6.28M	0.6%	-1.2%	0.172%
7/16/2024	Wealth Enhancement Advisory Services LLC	1,168	$356K	0.0%	+24.1%	0.010%
7/12/2024	SG Americas Securities LLC	1,117	$341K	0.0%	-59.6%	0.009%
7/12/2024	Cardinal Capital Management	4,869	$1.49M	0.3%	+20.2%	0.041%
7/12/2024	Profit Investment Management LLC	10,987	$3.35M	2.1%	-6.2%	0.092%
7/10/2024	CWM LLC	623	$190K	0.0%	+85.4%	0.005%
7/3/2024	Partnership Wealth Management LLC	1,138	$347K	0.3%	-17.5%	0.010%
7/2/2024	Centre Asset Management LLC	28,537	$8.71M	2.0%	+10.2%	0.239%
5/28/2024	Teachers Retirement System of The State of Kentucky	6,677	$2.03M	0.0%	-3.1%	0.056%
5/21/2024	LRI Investments LLC	100	$30K	0.0%	N/A	0.001%
5/17/2024	iA Global Asset Management Inc.	19,265	$5.87M	0.1%	+0.8%	0.161%
5/17/2024	Comerica Bank	4,193	$1.28M	0.0%	+51.0%	0.035%
5/17/2024	Tidal Investments LLC	1,868	$569K	0.0%	+100.6%	0.016%
5/16/2024	Jane Street Group LLC	15,876	$4.83M	0.0%	-171.8%	0.133%
5/16/2024	Redwood Investment Management LLC	4,935	$1.50M	0.1%	N/A	0.041%
5/16/2024	California State Teachers Retirement System	13,602	$4.14M	0.0%	-4.0%	0.114%
5/16/2024	Jacobs Levy Equity Management Inc.	49,345	$15.02M	0.1%	+21.4%	0.413%
5/15/2024	Public Employees Retirement System of Ohio	3,708	$1.13M	0.0%	-8.4%	0.031%
5/15/2024	Public Employees Retirement Association of Colorado	1,127	$343K	0.0%	-9.6%	0.009%
5/15/2024	BOKF NA	8,774	$2.64M	0.0%	+2.2%	0.073%
5/15/2024	Epoch Investment Partners Inc.	13,431	$4.09M	0.0%	+219.9%	0.112%
5/15/2024	LRI Investments LLC	100	$28K	0.0%	N/A	0.001%
5/15/2024	Quadrature Capital Ltd	9,791	$2.98M	0.1%	N/A	0.082%
5/15/2024	Gabelli Funds LLC	16,700	$5.08M	0.0%	+8.4%	0.140%
5/15/2024	Gamco Investors INC. ET AL	13,333	$4.06M	0.0%	+16.9%	0.112%
5/14/2024	Natixis	10,000	$3.04M	0.0%	N/A	0.084%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	365	$111K	0.0%	N/A	0.003%
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5/14/2024	Gagnon Securities LLC	16,893	$5.14M	1.2%	+0.5%	0.141%
5/14/2024	American International Group Inc.	12,531	$3.82M	0.0%	-2.0%	0.105%
5/13/2024	Seven Eight Capital LP	4,940	$1.50M	0.2%	+160.0%	0.041%
5/13/2024	Balanced Rock Investment Advisors LLC	821	$250K	0.2%	+24.6%	0.007%
5/11/2024	Covestor Ltd	405	$124K	0.1%	+240.3%	0.003%
5/10/2024	Ontario Teachers Pension Plan Board	10,950	$3.33M	0.0%	N/A	0.092%
5/10/2024	Vanguard Group Inc.	784,429	$238.80M	0.0%	-14.6%	6.564%
5/9/2024	State Board of Administration of Florida Retirement System	10,106	$3.32M	0.0%	-11.1%	0.085%
5/8/2024	Russell Investments Group Ltd.	12,364	$3.76M	0.0%	+63.1%	0.103%
5/8/2024	Qsemble Capital Management LP	1,082	$329K	0.1%	N/A	0.009%
5/8/2024	Headlands Technologies LLC	373	$114K	0.0%	N/A	0.003%
5/8/2024	Semus Wealth Partners LLC	831	$253K	0.2%	+31.7%	0.007%
5/7/2024	Sei Investments Co.	2,581	$784K	0.0%	-13.0%	0.022%
5/7/2024	Heartland Advisors Inc.	3,559	$1.08M	0.1%	-13.2%	0.030%
5/7/2024	Oppenheimer Asset Management Inc.	4,155	$1.27M	0.0%	+28.6%	0.035%
5/7/2024	SG Americas Securities LLC	2,768	$843K	0.0%	+128.4%	0.023%
5/6/2024	Quantbot Technologies LP	1,900	$578K	0.0%	+52.6%	0.016%
5/6/2024	Duality Advisers LP	5,570	$1.70M	0.2%	-1.3%	0.047%
5/6/2024	Texas Permanent School Fund Corp	8,237	$2.51M	0.0%	+1.3%	0.069%
5/2/2024	Financial Counselors Inc.	6,551	$1.99M	0.0%	+13.2%	0.055%
5/2/2024	Mutual of America Capital Management LLC	12,687	$3.86M	0.0%	-5.0%	0.106%
5/2/2024	CNB Bank	889	$271K	0.1%	+24.7%	0.007%
5/1/2024	Capstone Investment Advisors LLC	3,912	$1.19M	0.0%	N/A	0.033%
5/1/2024	BNP Paribas Financial Markets	2,812	$856K	0.0%	-27.2%	0.023%
4/30/2024	Van ECK Associates Corp	12,901	$3.93M	0.0%	+58.0%	0.107%
4/30/2024	Summit Place Financial Advisors LLC	2,751	$837K	0.5%	+74.0%	0.023%
4/29/2024	Principal Financial Group Inc.	35,580	$10.83M	0.0%	+1.8%	0.296%
4/25/2024	New York State Teachers Retirement System	14,081	$4.29M	0.0%	+3.3%	0.117%
4/24/2024	Assenagon Asset Management S.A.	16,058	$4.89M	0.0%	+205.1%	0.134%
4/23/2024	Louisiana State Employees Retirement System	2,700	$822K	0.0%	+3.8%	0.022%
4/23/2024	Amalgamated Bank	5,709	$1.74M	0.0%	-16.0%	0.047%
4/22/2024	QV Investors Inc.	20,810	$6.34M	0.5%	-1.2%	0.173%
4/18/2024	Allspring Global Investments Holdings LLC	17,603	$5.36M	0.0%	-0.7%	0.146%
4/17/2024	Foguth Wealth Management LLC.	798	$243K	0.1%	N/A	0.007%
4/16/2024	Cardinal Capital Management	4,051	$1.23M	0.2%	+45.5%	0.034%
4/15/2024	Diversified Investment Strategies LLC	1,640	$499K	0.3%	N/A	0.014%
4/10/2024	Partnership Wealth Management LLC	1,379	$420K	0.3%	+40.0%	0.011%
4/10/2024	Signal Advisors Wealth LLC	798	$243K	0.1%	-5.6%	0.007%
4/5/2024	Los Angeles Capital Management LLC	14,655	$4.46M	0.0%	-28.5%	0.122%
4/5/2024	NBC Securities Inc.	2,214	$673K	0.1%	+33.4%	0.018%
4/2/2024	Centre Asset Management LLC	25,897	$7.88M	1.9%	+10.9%	0.215%
3/26/2024	Napatree Capital LLC	1,447	$500K	0.5%	N/A	0.012%
3/22/2024	PNC Financial Services Group Inc.	1,282	$443K	0.0%	-7.0%	0.011%
3/11/2024	Vanguard Group Inc.	918,502	$317.43M	0.0%	+2.3%	7.641%
3/5/2024	Fisher Asset Management LLC	108,506	$37.50M	0.0%	-11.9%	0.890%
3/5/2024	Wellington Management Group LLP	65,274	$22.56M	0.0%	-1.9%	0.535%
2/28/2024	American International Group Inc.	12,788	$4.42M	0.0%	-4.5%	0.105%
2/26/2024	Virtu Financial LLC	1,818	$628K	0.0%	N/A	0.015%
2/26/2024	Teachers Retirement System of The State of Kentucky	6,894	$2.38M	0.0%	+4.1%	0.057%
2/21/2024	American Trust	737	$255K	0.0%	N/A	0.006%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad) Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone. Click here for the full story…
2/20/2024	Quarry LP	122	$42K	0.0%	N/A	0.001%
2/14/2024	Southernsun Asset Management LLC	107,212	$37.05M	4.3%	-9.2%	0.880%
2/14/2024	Seven Eight Capital LP	1,900	$657K	0.1%	N/A	0.016%
2/13/2024	Epoch Investment Partners Inc.	4,198	$1.45M	0.0%	-10.3%	0.034%
2/13/2024	Pinebridge Investments L.P.	743	$257K	0.0%	-10.4%	0.006%
2/13/2024	Armistice Capital LLC	62,211	$21.50M	0.3%	N/A	0.510%
2/13/2024	Hudson Edge Investment Partners Inc.	1,547	$535K	0.1%	-3.1%	0.013%
2/12/2024	Treasurer of the State of North Carolina	4,167	$1.44M	0.0%	+1.0%	0.034%
2/12/2024	TD Asset Management Inc	46,500	$16.07M	0.0%	+7.9%	0.381%
2/9/2024	Intech Investment Management LLC	2,230	$771K	0.0%	+20.5%	0.018%

(Data available from 1/1/2016 forward)

SAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAM shares?: During the previous two years, 278 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were FMR LLC ($581.73M), Price T Rowe Associates Inc. MD ($420.79M), BlackRock Inc. ($258.86M), Vanguard Group Inc. ($238.80M), Champlain Investment Partners LLC ($86.01M), International Assets Investment Management LLC ($64.49M), and The Manufacturers Life Insurance Company ($52.31M).Learn more on SAM's institutional investors.
What percentage of Boston Beer stock is owned by institutional investors?: 81.13% of Boston Beer stock is owned by institutional investors. Learn more on SAM's institutional investor holdings.
Which institutional investors have been buying Boston Beer stock?: Of the 236 institutional investors that purchased Boston Beer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($475.14K), Baird Financial Group Inc. ($157.84K), Candlestick Capital Management LP ($120K), Assenagon Asset Management S.A. ($74.12K), Armistice Capital LLC ($62.21K), AQR Capital Management LLC ($45.86K), and Dimensional Fund Advisors LP ($42.72K).

How much institutional buying is happening at Boston Beer?: Institutional investors have bought a total of 2,041,799 shares in the last 24 months. This purchase volume represents approximately $660.80M in transactions.
Which Boston Beer major shareholders have been selling company stock?: Of the 143 institutional investors that sold Boston Beer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Epoch Investment Partners Inc. ($145.54K), Vanguard Group Inc. ($137.33K), FMR LLC ($59.19K), DAVENPORT & Co LLC ($50.55K), Federated Hermes Inc. ($49.44K), The Manufacturers Life Insurance Company ($44.43K), and Fisher Asset Management LLC ($41.68K).
How much institutional selling is happening at Boston Beer?: Institutional investors have sold a total of 997,463 shares in the last 24 months. This volume of shares sold represents approximately $330.68M in transactions.