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Boston Beer (SAM) Institutional Ownership

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$183.01 -0.19 (-0.10%)
As of 12:30 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
81.13%
Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$554.78M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$282.34M
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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
7/10/2026 Wedge Capital Management L L P NC12,238$2.17M0.0%+52.4%0.118%
7/7/2026 GAMMA Investing LLC182$32K0.0%-53.3%0.002%
7/2/2026 Versant Capital Management Inc186$33K0.0%-86.3%0.002%
6/18/2026Pacer Advisors Inc.37,529$8.65M0.0%-10.3%0.360%
6/3/2026Parallel Advisors LLC843$194K0.0%+67.3%0.008%
5/26/2026Glenmede Trust Co. NA3,456$796K0.0%+25.9%0.033%
5/19/2026Bank of America Corp DE44,352$10.22M0.0%-5.1%0.426%
5/19/2026Bull Harbor Capital LLC1,316$303K0.1%N/A0.013%
5/18/2026 EverSource Wealth Advisors LLC423$97K0.0%+23.3%0.004%
5/18/2026California State Teachers Retirement System9,973$2.30M0.0%+26.6%0.096%
5/18/2026Royal Bank of Canada19,081$4.40M0.0%+136.5%0.183%
5/18/2026Empowered Funds LLC1,614$372K0.0%-26.8%0.016%
5/16/2026The Manufacturers Life Insurance Company 5,411$1.25M0.0%-2.4%0.052%
5/16/2026Quantinno Capital Management LP230,587$53.13M0.1%+155.2%2.215%
5/15/2026Lombard Odier Asset Management USA Corp1,432$330K0.0%N/A0.014%
5/15/2026Asset Management Group Inc.945$218K0.0%-46.8%0.009%
5/14/2026Renaissance Technologies LLC93,779$21.61M0.0%+13.4%0.901%
5/14/2026Gabelli Funds LLC26,400$6.08M0.0%-2.2%0.254%
5/14/2026Public Employees Retirement System of Ohio2,477$571K0.0%-2.4%0.024%
5/14/2026Arrowstreet Capital Limited Partnership245,249$56.51M0.0%-9.7%2.356%
5/13/2026Cetera Investment Advisers1,675$386K0.0%-29.1%0.016%
5/13/2026Southernsun Asset Management LLC74,816$17.24M2.5%-0.9%0.719%
5/13/2026First Trust Advisors LP51,675$11.91M0.0%+34.8%0.496%
5/12/2026Quantedge Capital Pte Ltd10,400$2.40M1.3%N/A0.100%
5/8/2026PNC Financial Services Group Inc.439$101K0.0%+18.0%0.004%
5/7/2026Meeder Asset Management Inc.905$209K0.0%N/A0.009%
5/7/2026Dimensional Fund Advisors LP273,612$63.04M0.0%+6.1%2.618%
5/7/2026Parallel Advisors LLC843$194K0.0%+67.3%0.008%
5/7/2026Swiss National Bank16,100$3.71M0.0%-2.4%0.154%
5/6/2026Kera Capital Partners Inc.1,600$369K0.0%N/A0.015%
5/5/2026BCGM Wealth Management LLC9,944$2.29M0.6%+3.5%0.095%
5/5/2026Bank of New York Mellon Corp56,995$13.13M0.0%-5.5%0.545%
5/5/2026Sigma Planning Corp975$225K0.0%N/A0.009%
5/5/2026Roberts Glore & Co. Inc. IL1,042$240K0.1%-31.0%0.010%
5/4/2026Calamos Wealth Management LLC1,385$319K0.0%N/A0.013%
5/4/2026Calamos Advisors LLC66,749$15.38M0.1%+2.1%0.639%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,019$465K0.0%N/A0.019%
5/4/2026 State of Michigan Retirement System1,883$434K0.0%+5.6%0.018%
5/4/2026Principal Financial Group Inc.17,191$3.96M0.0%+3.9%0.165%
5/4/2026 Chicago Partners Investment Group LLC2,197$536K0.0%+129.6%0.021%
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5/4/2026Teachers Retirement System of The State of Kentucky2,535$584K0.0%-22.8%0.024%
5/1/2026Fifth Third Bancorp3,466$799K0.0%+6,089.3%0.033%
5/1/2026 Sequoia Financial Advisors LLC4,120$949K0.0%+63.4%0.039%
4/30/2026Hsbc Holdings PLC1,346$314K0.0%-55.7%0.013%
4/30/2026 Greenwood Capital Associates LLC1,325$305K0.0%N/A0.013%
4/30/2026 Oregon Public Employees Retirement Fund1,534$353K0.0%-2.8%0.015%
4/28/2026DGS Capital Management LLC1,004$231K0.0%N/A0.010%
4/28/2026 Ascentis Independent Advisors160$37K0.0%N/A0.002%
4/27/2026 New York State Teachers Retirement System9,245$2.13M0.0%-22.9%0.089%
4/24/2026 Impact Partnership Wealth LLC2,514$579K0.1%N/A0.024%
4/22/2026 Pictet Asset Management Holding SA1,460$336K0.0%+21.7%0.014%
4/22/2026 Sterling Capital Management LLC259$60K0.0%-43.3%0.002%
4/21/2026 Aaron Wealth Advisors LLC1,529$352K0.0%N/A0.015%
4/21/2026 Louisiana State Employees Retirement System2,200$507K0.0%N/A0.021%
4/16/2026SG Americas Securities LLC3,178$732K0.0%-24.7%0.030%
4/16/2026 Diversified Trust Co913$210K0.0%N/A0.009%
3/20/2026Hsbc Holdings PLC3,036$593K0.0%N/A0.029%
3/9/2026Corient Private Wealth LLC2,936$573K0.0%+40.5%0.028%
2/24/2026Pacer Advisors Inc.41,836$8.16M0.0%-10.7%0.392%
2/23/2026Virtu Financial LLC1,999$390K0.0%N/A0.019%
2/19/2026Invesco Ltd.117,112$22.85M0.0%+1.9%1.099%
2/19/2026Corient Private Wealth LLC26,978$5.26M0.0%+1,191.4%0.253%
2/18/2026Mercer Global Advisors Inc. ADV3,092$603K0.0%-51.6%0.029%
2/18/2026Vident Advisory LLC3,076$600K0.0%+5.2%0.029%
2/18/2026State of Tennessee Department of Treasury3,094$661K0.0%+399.8%0.029%
2/18/2026Empowered Funds LLC2,206$430K0.0%+120.6%0.021%
2/18/2026XTX Topco Ltd9,245$1.80M0.0%+846.3%0.087%
2/18/2026Voloridge Investment Management LLC63,123$12.32M0.0%+23.5%0.592%
2/18/2026Quadrature Capital Ltd1,251$244K0.0%N/A0.012%
2/18/2026Millennium Management LLC56,882$11.10M0.0%-20.9%0.534%
2/18/2026Man Group plc71,345$13.92M0.0%+135.5%0.669%
2/18/2026Gotham Asset Management LLC248,910$48.57M0.2%+16.7%2.335%
2/18/2026Engineers Gate Manager LP13,646$2.66M0.0%-63.0%0.128%
2/18/2026CastleKnight Management LP6,600$1.29M0.0%N/A0.062%
2/18/2026Balyasny Asset Management L.P.2,105$411K0.0%+61.3%0.020%
2/18/2026Boothbay Fund Management LLC1,174$229K0.0%-8.6%0.011%
2/17/2026Schonfeld Strategic Advisors LLC1,915$374K0.0%-48.4%0.018%
2/17/2026AQR Capital Management LLC440,224$85.90M0.0%-32.0%4.130%
2/17/2026Cetera Investment Advisers2,364$461K0.0%+39.6%0.022%
2/17/2026Jain Global LLC3,672$717K0.0%N/A0.034%
2/17/2026Hilltop Holdings Inc.1,103$215K0.0%N/A0.010%
2/17/2026Trexquant Investment LP56,119$10.95M0.1%+39.7%0.526%
2/17/2026Jump Financial LLC2,915$569K0.0%-6.8%0.027%
2/17/2026Price T Rowe Associates Inc. MD7,515$1.47M0.0%+6.8%0.070%
2/17/2026Woodson Capital Management LP100,000$19.51M2.7%N/A0.938%
2/17/2026Public Employees Retirement System of Ohio2,538$495K0.0%-5.0%0.024%
2/17/2026Russell Investments Group Ltd.1,497$292K0.0%-87.7%0.014%
2/17/2026Atom Investors LP7,243$1.41M0.1%-48.9%0.068%
2/17/2026Asset Management Group Inc.1,775$346K0.1%-72.0%0.017%
2/17/2026State of Wisconsin Investment Board2,619$511K0.0%-55.0%0.025%
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2/17/2026Captrust Financial Advisors1,733$338K0.0%-55.2%0.016%
2/17/2026ExodusPoint Capital Management LP1,322$258K0.0%N/A0.012%
2/17/2026Royal Bank of Canada8,069$1.57M0.0%-15.5%0.076%
2/17/2026Mangrove Partners IM LLC2,355$460K0.0%N/A0.022%
2/17/2026Magnetar Financial LLC1,135$221K0.0%N/A0.011%
2/16/2026Squarepoint Ops LLC3,561$695K0.0%-57.0%0.033%
2/16/2026Verition Fund Management LLC1,255$245K0.0%+19.3%0.012%
2/16/2026Mariner LLC3,186$623K0.0%-45.3%0.030%
2/16/2026Eschler Asset Management LLP4,600$898K0.6%+84.0%0.043%
2/16/2026Barclays PLC15,398$3.01M0.0%-9.9%0.144%


SAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 364 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were Vanguard Group Inc. ($202.78M), FMR LLC ($134.51M), AQR Capital Management LLC ($85.90M), Dimensional Fund Advisors LP ($63.04M), Arrowstreet Capital Limited Partnership ($56.51M), Quantinno Capital Management LP ($53.13M), and State Street Corp ($49.62M).Learn more on Boston Beer's institutional investors.

81.13% of Boston Beer's stock is owned by institutional investors. Learn more on SAM's institutional investor holdings.

Of the 301 institutional investors that purchased Boston Beer's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AQR Capital Management LLC ($599.63K), Gotham Asset Management LLC ($249.61K), Quantinno Capital Management LP ($233.90K), Vanguard Group Inc. ($147.66K), Global Alpha Capital Management Ltd. ($113.80K), Millennium Management LLC ($108.08K), and Norges Bank ($102.48K).

Institutional investors have bought a total of 2,718,819 shares in the last 24 months. This purchase volume represents approximately $554.78M in transactions.

Of the 149 institutional investors that sold Boston Beer's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cooper Creek Partners Management LLC ($234.57K), AQR Capital Management LLC ($206.84K), Armistice Capital LLC ($182.55K), Millennium Management LLC ($168.21K), Qube Research & Technologies Ltd ($56.80K), Barclays PLC ($36.82K), and Southernsun Asset Management LLC ($34.15K).

Institutional investors have sold a total of 1,394,061 shares in the last 24 months. This volume of shares sold represents approximately $282.34M in transactions.



This page (NYSE:SAM) was last updated on 8/3/2026 by MarketBeat.com Staff.
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