Go Pro
→ New Chip takes minutes, not days (From Eagle Publishing) (Ad)tc pixel Free SAM Stock Alerts

Boston Beer (SAM) Institutional Ownership

Boston Beer logo
$167.14 +1.25 (+0.75%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$173.50 +6.36 (+3.80%)
As of 10/2/2026 07:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
81.13%
Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$419.18M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$238.93M
Get SAM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Boston Beer stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SAM Institutional Buying and Selling by Quarter

Boston Beer Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026WINTON GROUP Ltd33,018$5.85M0.2%+1.1%0.317%
9/9/2026Engineers Gate Manager LP9,610$1.70M0.0%+367.2%0.092%
9/9/2026Integrated Wealth Concepts LLC489$87K0.0%-57.1%0.005%
9/9/2026IFP Advisors Inc156$28K0.0%+333.3%0.001%
9/8/2026Allworth Financial LP540$96K0.0%-43.6%0.005%
9/8/2026Arizona State Retirement System2,079$368K0.0%-7.4%0.020%
9/8/2026Nykredit A S647$115K0.0%N/A0.006%
8/27/2026Corient Private Wealth LP3,549$628K0.0%-92.2%0.034%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al5,088$901K0.0%N/A0.049%
8/22/2026AlphaGrep UK Ltd2,463$436K0.1%N/A0.024%
8/22/2026Odyssean LLC16,344$2.89M0.5%+152.3%0.157%
8/21/2026Nykredit A S647$115K0.0%N/A0.006%
8/18/2026Public Employees Retirement System of Ohio266$47K0.0%N/A0.003%
8/7/2026Trust Co. of Vermont1,580$280K0.0%N/A0.015%
8/7/2026Plato Investment Management Ltd198$35K0.0%N/A0.002%
7/10/2026Wedge Capital Management L L P NC12,238$2.17M0.0%+52.4%0.118%
7/7/2026GAMMA 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%
5/18/2026EverSource 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 Company5,411$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%
The only 5 stocks that matter (Ad)

SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO as soon as this fall. TradeSmith CEO Keith Kaplan says chasing the next hot IPO isn't necessary. His AI-driven system, built on a platform pioneered by Google, ranks every stock in the S&P 500 and narrows the list to just five names to hold each month. Backtests show the Top Five Stocks outperformed the S&P 500 by 4x in August alone.tc pixel

See the five stocks the AI system is tracking now
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%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,019$465K0.0%N/A0.019%
5/4/2026State 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%
5/4/2026Chicago Partners Investment Group LLC2,197$536K0.0%+129.6%0.021%
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%
5/1/2026Sequoia Financial Advisors LLC4,120$949K0.0%+63.4%0.039%
4/30/2026Hsbc Holdings PLC1,346$314K0.0%-55.7%0.013%
4/30/2026Greenwood Capital Associates LLC1,325$305K0.0%N/A0.013%
4/30/2026Oregon Public Employees Retirement Fund1,534$353K0.0%-2.8%0.015%
4/28/2026DGS Capital Management LLC1,004$231K0.0%N/A0.010%
4/28/2026Ascentis Independent Advisors160$37K0.0%N/A0.002%
4/27/2026New York State Teachers Retirement System9,245$2.13M0.0%-22.9%0.089%
4/24/2026Impact Partnership Wealth LLC2,514$579K0.1%N/A0.024%
4/22/2026Pictet Asset Management Holding SA1,460$336K0.0%+21.7%0.014%
4/22/2026Sterling Capital Management LLC259$60K0.0%-43.3%0.002%
4/21/2026Aaron Wealth Advisors LLC1,529$352K0.0%N/A0.015%
4/21/2026Louisiana State Employees Retirement System2,200$507K0.0%N/A0.021%
4/16/2026SG Americas Securities LLC3,178$732K0.0%-24.7%0.030%
4/16/2026Diversified 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


SAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 360 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 294 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 2,008,960 shares in the last 24 months. This purchase volume represents approximately $419.18M in transactions.

Of the 133 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), Millennium Management LLC ($168.21K), Qube Research & Technologies Ltd ($56.80K), Corient Private Wealth LP ($41.88K), Barclays PLC ($36.82K), and Arrowstreet Capital Limited Partnership ($26.27K).

Institutional investors have sold a total of 1,169,296 shares in the last 24 months. This volume of shares sold represents approximately $238.93M in transactions.


Related Companies

Institutional ownership data for NYSE:SAM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
The case for $20,000 gold before year end
President Trump reposted a warning from precious metals expert Jim Rickards, tying the November midterms and A...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
New Chip takes minutes, not days
George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafe...
Eagle Publishing | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel