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DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

Boston Beer (SAM) Institutional Ownership

$354.44
+3.98 (+1.14%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Boston Beer (NYSE:SAM)

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
188
Total
Institutional Inflows
(last 12 months)
$371.43 M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$303.48 M
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Skip Chart & View Institutional Buying and Selling Data

SAM Institutional Buying and Selling by Quarter


Boston Beer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2024American Trust737$0.26M0.0%N/A0.006%
2/20/2024Quarry LP122$42K0.0%N/A0.001%
2/16/2024Price T Rowe Associates Inc. MD9,190$3.18M0.0%+6.7%0.075%
2/16/2024Studio Investment Management LLC896$0.31M0.1%-13.8%0.007%
2/16/2024Public Employees Retirement System of Ohio4,048$1.40M0.0%+2.8%0.033%
2/15/2024Main Street Group LTD102$35K0.0%N/A0.001%
2/15/2024Legal & General Group Plc22,274$7.70M0.0%-3.5%0.183%
2/15/2024Vanguard Group Inc.918,497$317.42M0.0%+2.3%7.534%
2/15/2024Voya Investment Management LLC5,151$1.78M0.0%-20.1%0.042%
2/15/2024Nuveen Asset Management LLC28,995$10.02M0.0%+1.0%0.238%
2/15/2024Price T Rowe Associates Inc. MD9,190$3.18M0.0%+6.7%0.075%
2/15/2024Gotham Asset Management LLC10,751$3.72M0.1%+13.8%0.088%
2/15/2024Baird Financial Group Inc.169,185$58.47M0.1%+2.0%1.388%
2/15/2024Brevan Howard Capital Management LP2,213$0.77M0.0%N/A0.018%
2/15/2024Comerica Bank2,777$0.96M0.0%-51.6%0.023%
2/14/2024Royal Bank of Canada22,842$7.89M0.0%+100.2%0.187%
2/14/2024Kestra Advisory Services LLC809$0.28M0.0%N/A0.007%
2/14/2024LM Advisors LLC150$52K0.0%N/A0.001%
2/14/2024Creative Planning2,516$0.87M0.0%+6.5%0.021%
2/14/2024Cubist Systematic Strategies LLC1,004$0.35M0.0%-6.8%0.008%
2/14/2024Putnam Investments LLC8,839$3.06M0.0%N/A0.073%
2/14/2024Southernsun Asset Management LLC107,212$37.05M4.3%-9.2%0.880%
2/14/2024BOKF NA8,588$2.97M0.1%+47.7%0.070%
2/14/2024Bridgewater Associates LP16,092$5.56M0.0%+115.9%0.132%
2/14/2024Balyasny Asset Management L.P.80,894$27.96M0.1%-57.2%0.664%
2/14/2024Cresset Asset Management LLC619$0.21M0.0%-63.2%0.005%
2/14/2024State of Tennessee Treasury Department2,298$0.79M0.0%-39.9%0.019%
2/14/2024Verition Fund Management LLC5,464$1.89M0.0%-64.7%0.045%
2/14/2024Sei Investments Co.2,967$1.03M0.0%-28.2%0.024%
2/14/2024Seven Eight Capital LP1,900$0.66M0.1%N/A0.016%
2/13/2024Epoch Investment Partners Inc.4,198$1.45M0.0%-10.3%0.034%
2/13/2024Envestnet Asset Management Inc.15,961$5.52M0.0%-1.7%0.131%
2/13/2024Northern Trust Corp68,880$23.80M0.0%-2.1%0.565%
2/13/2024Pinebridge Investments L.P.743$0.26M0.0%-10.4%0.006%
2/13/2024American International Group Inc.12,788$4.42M0.0%-4.5%0.105%
2/13/2024Public Employees Retirement Association of Colorado1,246$0.43M0.0%-78.0%0.010%
2/13/2024Cetera Advisor Networks LLC1,008$0.35M0.0%-3.6%0.008%
2/13/2024Tower Research Capital LLC TRC 828$0.29M0.0%+4.4%0.007%
2/13/2024Armistice Capital LLC62,211$21.50M0.3%N/A0.510%
2/13/2024First Trust Advisors LP44,275$15.30M0.0%+626.4%0.363%
2/13/2024Hudson Edge Investment Partners Inc.1,547$0.54M0.1%-3.1%0.013%
2/13/2024The Manufacturers Life Insurance Company 7,644$2.64M0.0%-3.1%0.063%
2/13/2024KBC Group NV133$46K0.0%N/A0.001%
2/13/2024California State Teachers Retirement System14,163$4.90M0.0%-72.0%0.116%
2/12/2024Treasurer of the State of North Carolina4,167$1.44M0.0%+1.0%0.034%
2/12/2024Allianz Asset Management GmbH788$0.27M0.0%-46.9%0.006%
2/12/2024Stifel Financial Corp1,091$0.38M0.0%-43.9%0.009%
2/12/2024TD Asset Management Inc46,500$16.07M0.0%+7.9%0.381%
2/9/2024Intech Investment Management LLC2,230$0.77M0.0%+20.5%0.018%
2/9/2024Commerce Bank1,162$0.40M0.0%N/A0.010%
2/9/2024Franklin Resources Inc.2,648$0.92M0.0%+299.4%0.022%
2/9/2024Assetmark Inc.3,046$1.05M0.0%+19.3%0.025%
2/9/2024Quest Partners LLC372$0.13M0.0%N/A0.003%
2/9/2024Trexquant Investment LP13,171$4.55M0.1%+136.3%0.108%
2/9/2024UBS Group AG16,373$5.66M0.0%-27.6%0.134%
2/9/2024PNC Financial Services Group Inc.1,282$0.44M0.0%-7.0%0.011%
2/9/2024Dynamic Technology Lab Private Ltd4,557$1.58M0.2%N/A0.037%
2/9/2024Norges Bank40,161$13.88M0.0%N/A0.329%
2/8/2024Kingsview Wealth Management LLC1,037$0.36M0.0%+12.1%0.009%
2/8/2024Heartland Advisors Inc.4,101$1.42M0.1%-5.1%0.034%
2/8/2024Vanguard Personalized Indexing Management LLC868$0.30M0.0%+38.0%0.007%
2/8/2024Pacific Global Investment Management Co.1,031$0.36M0.1%+6.5%0.008%
2/7/2024Partnership Wealth Management LLC985$0.34M0.3%N/A0.008%
2/7/2024Principal Financial Group Inc.34,935$12.07M0.0%-0.8%0.287%
2/7/2024Envestnet Portfolio Solutions Inc.609$0.21M0.0%+5.7%0.005%
2/7/2024Dimensional Fund Advisors LP142,014$49.08M0.0%+5.7%1.165%
2/7/2024Summit Place Financial Advisors LLC1,581$0.55M0.4%N/A0.013%
2/7/2024NBC Securities Inc.1,660$0.57M0.1%-3.6%0.014%
2/7/2024BNP Paribas Financial Markets3,864$1.34M0.0%+49.1%0.032%
2/7/2024Teacher Retirement System of Texas2,301$0.80M0.0%+93.7%0.019%
2/7/2024Versor Investments LP1,605$0.56M0.1%-13.2%0.013%
2/7/2024Principal Securities Inc.236$82K0.0%N/A0.002%
2/6/2024Simmons Bank1,037$0.36M0.0%-84.9%0.009%
2/6/2024Charles Schwab Investment Management Inc.107,312$37.09M0.0%+3.3%0.880%
2/6/2024Private Advisor Group LLC781$0.27M0.0%+28.7%0.006%
2/6/2024Los Angeles Capital Management LLC20,492$7.08M0.0%-22.3%0.168%
2/6/2024Swiss National Bank19,000$6.57M0.0%-10.8%0.156%
2/6/2024Fisher Asset Management LLC108,351$37.45M0.0%-12.0%0.889%
2/6/2024Howe & Rusling Inc.793$0.27M0.0%-6.2%0.007%
2/5/2024Amica Mutual Insurance Co.3,208$1.11M0.1%N/A0.026%
2/5/2024Van ECK Associates Corp8,166$2.82M0.0%+11.3%0.067%
2/5/2024Gilbert & Cook Inc.1,204$0.42M0.1%+8.3%0.010%
2/5/2024Russell Investments Group Ltd.7,582$2.62M0.0%+291.4%0.062%
2/1/2024Yousif Capital Management LLC3,241$1.12M0.0%-2.3%0.027%
2/1/2024New York State Common Retirement Fund7,404$2.56M0.0%-12.9%0.061%
2/1/2024Wedge Capital Management L L P NC2,923$1.01M0.0%N/A0.024%
2/1/2024Duality Advisers LP5,646$1.95M0.2%-3.6%0.046%
2/1/2024CWM LLC227$78K0.0%+17.6%0.002%
1/31/2024CNB Bank713$0.25M0.1%+17.5%0.006%
1/31/2024Kornitzer Capital Management Inc. KS4,632$1.60M0.0%-71.7%0.038%
1/31/2024Xponance Inc.1,952$0.68M0.0%-5.6%0.016%
1/31/2024Federated Hermes Inc.1,271$0.44M0.0%-8.8%0.010%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 2,060$0.71M0.0%+35.7%0.017%
1/30/2024Investors Research Corp1,125$0.39M0.1%-22.4%0.009%
1/30/2024Cornercap Investment Counsel Inc.1,241$0.43M0.1%N/A0.010%
1/29/2024Lecap Asset Management Ltd.1,132$0.39M0.1%N/A0.009%
1/29/2024Louisiana State Employees Retirement System2,600$0.90M0.0%N/A0.021%
1/29/2024Cardinal Capital Management2,784$0.96M0.2%+1.3%0.023%
1/26/2024Mutual of America Capital Management LLC13,358$4.62M0.1%-4.8%0.110%
1/26/2024Financial Counselors Inc.5,785$2M0.0%-6.2%0.047%
(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, 355 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were FMR LLC ($581.73M), T. Rowe Price Investment Management Inc. ($408.46M), Vanguard Group Inc. ($317.42M), BlackRock Inc. ($254.33M), Champlain Investment Partners LLC ($86.01M), State Street Corp ($80.71M), and International Assets Investment Management LLC ($64.49M).Learn more on SAM's institutional investors.

What percentage of Boston Beer stock is owned by institutional investors?

64.10% 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 313 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 ($0.48M), Baird Financial Group Inc. ($0.17M), Candlestick Capital Management LP ($0.12M), Southeastern Asset Management Inc. TN ($0.11M), Loomis Sayles & Co. L P ($0.10M), Federated Hermes Inc. ($86.64K), and Jarislowsky Fraser Ltd ($76.30K).

How much institutional buying is happening at Boston Beer?

Institutional investors have bought a total of 3,045,111 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Which Boston Beer major shareholders have been selling company stock?

Of the 195 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: Price T Rowe Associates Inc. MD ($1.39M), The Manufacturers Life Insurance Company ($0.21M), Durable Capital Partners LP ($0.15M), Epoch Investment Partners Inc. ($0.15M), T. Rowe Price Investment Management Inc. ($0.13M), UBS Group AG ($0.12M), and Millennium Management LLC ($0.11M).

How much institutional selling is happening at Boston Beer?

Institutional investors have sold a total of 3,412,313 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


This page (NYSE:SAM) was last updated on 2/23/2024 by MarketBeat.com Staff