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Boston Beer (SAM) Institutional Ownership

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$172.35 +2.83 (+1.67%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$172.54 +0.19 (+0.11%)
As of 09/11/2026 07:30 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.

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

Current
Institutional Ownership
Percentage
81.13%
Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$683.76M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$240.14M
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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
9/9/2026 WINTON GROUP Ltd33,018$5.85M0.2%+1.1%0.317%
9/9/2026 Engineers Gate Manager LP9,610$1.70M0.0%+367.2%0.092%
9/9/2026 Integrated Wealth Concepts LLC489$87K0.0%-57.1%0.005%
9/9/2026 IFP Advisors Inc156$28K0.0%+333.3%0.001%
9/8/2026 Allworth Financial LP540$96K0.0%-43.6%0.005%
9/8/2026 Arizona State Retirement System2,079$368K0.0%-7.4%0.020%
9/8/2026 Nykredit A S647$115K0.0%N/A0.006%
8/27/2026 Corient Private Wealth LP3,549$628K0.0%-92.2%0.034%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al5,088$901K0.0%N/A0.049%
8/24/2026 California State Teachers Retirement System1,507,410$266.86M0.0%+15,014.9%14.480%
8/22/2026 AlphaGrep UK Ltd2,463$436K0.1%N/A0.024%
8/22/2026 Odyssean LLC16,344$2.89M0.5%+152.3%0.157%
8/21/2026 Nykredit A S647$115K0.0%N/A0.006%
8/18/2026 Public Employees Retirement System of Ohio266$47K0.0%N/A0.003%
8/7/2026 Trust Co. of Vermont1,580$280K0.0%N/A0.015%
8/7/2026 Plato Investment Management Ltd198$35K0.0%N/A0.002%
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%
6/18/2026 Pacer Advisors Inc.37,529$8.65M0.0%-10.3%0.360%
6/3/2026 Parallel Advisors LLC843$194K0.0%+67.3%0.008%
5/26/2026 Glenmede Trust Co. NA3,456$796K0.0%+25.9%0.033%
5/19/2026 Bank of America Corp DE44,352$10.22M0.0%-5.1%0.426%
5/19/2026 Bull Harbor Capital LLC1,316$303K0.1%N/A0.013%
5/18/2026 EverSource Wealth Advisors LLC423$97K0.0%+23.3%0.004%
5/18/2026 California State Teachers Retirement System9,973$2.30M0.0%+26.6%0.096%
5/18/2026 Royal Bank of Canada19,081$4.40M0.0%+136.5%0.183%
5/18/2026 Empowered Funds LLC1,614$372K0.0%-26.8%0.016%
5/16/2026 The Manufacturers Life Insurance Company5,411$1.25M0.0%-2.4%0.052%
5/16/2026 Quantinno Capital Management LP230,587$53.13M0.1%+155.2%2.215%
5/15/2026 Lombard Odier Asset Management USA Corp1,432$330K0.0%N/A0.014%
5/15/2026 Asset Management Group Inc.945$218K0.0%-46.8%0.009%
5/14/2026 Renaissance Technologies LLC93,779$21.61M0.0%+13.4%0.901%
5/14/2026 Gabelli Funds LLC26,400$6.08M0.0%-2.2%0.254%
5/14/2026 Public Employees Retirement System of Ohio2,477$571K0.0%-2.4%0.024%
5/14/2026 Arrowstreet Capital Limited Partnership245,249$56.51M0.0%-9.7%2.356%
5/13/2026 Cetera Investment Advisers1,675$386K0.0%-29.1%0.016%
5/13/2026 Southernsun Asset Management LLC74,816$17.24M2.5%-0.9%0.719%
5/13/2026 First Trust Advisors LP51,675$11.91M0.0%+34.8%0.496%
5/12/2026 Quantedge Capital Pte Ltd10,400$2.40M1.3%N/A0.100%
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5/8/2026 PNC Financial Services Group Inc.439$101K0.0%+18.0%0.004%
5/7/2026 Meeder Asset Management Inc.905$209K0.0%N/A0.009%
5/7/2026 Dimensional Fund Advisors LP273,612$63.04M0.0%+6.1%2.618%
5/7/2026 Parallel Advisors LLC843$194K0.0%+67.3%0.008%
5/7/2026 Swiss National Bank16,100$3.71M0.0%-2.4%0.154%
5/6/2026 Kera Capital Partners Inc.1,600$369K0.0%N/A0.015%
5/5/2026 BCGM Wealth Management LLC9,944$2.29M0.6%+3.5%0.095%
5/5/2026 Bank of New York Mellon Corp56,995$13.13M0.0%-5.5%0.545%
5/5/2026 Sigma Planning Corp975$225K0.0%N/A0.009%
5/5/2026 Roberts Glore & Co. Inc. IL1,042$240K0.1%-31.0%0.010%
5/4/2026 Calamos Wealth Management LLC1,385$319K0.0%N/A0.013%
5/4/2026 Calamos 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%
5/4/2026 Principal 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%
5/4/2026 Teachers Retirement System of The State of Kentucky2,535$584K0.0%-22.8%0.024%
5/1/2026 Fifth Third Bancorp3,466$799K0.0%+6,089.3%0.033%
5/1/2026 Sequoia Financial Advisors LLC4,120$949K0.0%+63.4%0.039%
4/30/2026 Hsbc 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%
4/16/2026 SG Americas Securities LLC3,178$732K0.0%-24.7%0.030%
4/16/2026 Diversified Trust Co913$210K0.0%N/A0.009%
3/20/2026 Hsbc Holdings PLC3,036$593K0.0%N/A0.029%
3/9/2026 Corient Private Wealth LLC2,936$573K0.0%+40.5%0.028%
2/24/2026 Pacer Advisors Inc.41,836$8.16M0.0%-10.7%0.392%
2/23/2026 Virtu Financial LLC1,999$390K0.0%N/A0.019%
2/19/2026 Invesco Ltd.117,112$22.85M0.0%+1.9%1.099%
2/19/2026 Corient Private Wealth LLC26,978$5.26M0.0%+1,191.4%0.253%
2/18/2026 Mercer Global Advisors Inc. ADV3,092$603K0.0%-51.6%0.029%
2/18/2026 Vident Advisory LLC3,076$600K0.0%+5.2%0.029%
2/18/2026 State of Tennessee Department of Treasury3,094$661K0.0%+399.8%0.029%
2/18/2026 Empowered Funds LLC2,206$430K0.0%+120.6%0.021%
2/18/2026 XTX Topco Ltd9,245$1.80M0.0%+846.3%0.087%
2/18/2026 Voloridge Investment Management LLC63,123$12.32M0.0%+23.5%0.592%
2/18/2026 Quadrature Capital Ltd1,251$244K0.0%N/A0.012%
2/18/2026 Millennium Management LLC56,882$11.10M0.0%-20.9%0.534%
2/18/2026 Man Group plc71,345$13.92M0.0%+135.5%0.669%
2/18/2026 Gotham Asset Management LLC248,910$48.57M0.2%+16.7%2.335%
2/18/2026 Engineers Gate Manager LP13,646$2.66M0.0%-63.0%0.128%
2/18/2026 CastleKnight Management LP6,600$1.29M0.0%N/A0.062%
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2/18/2026 Balyasny Asset Management L.P.2,105$411K0.0%+61.3%0.020%
2/18/2026 Boothbay Fund Management LLC1,174$229K0.0%-8.6%0.011%
2/17/2026 Schonfeld Strategic Advisors LLC1,915$374K0.0%-48.4%0.018%
2/17/2026 AQR Capital Management LLC440,224$85.90M0.0%-32.0%4.130%
2/17/2026 Cetera Investment Advisers2,364$461K0.0%+39.6%0.022%
2/17/2026 Jain Global LLC3,672$717K0.0%N/A0.034%
2/17/2026 Hilltop Holdings Inc.1,103$215K0.0%N/A0.010%
2/17/2026 Trexquant Investment LP56,119$10.95M0.1%+39.7%0.526%
2/17/2026 Jump Financial LLC2,915$569K0.0%-6.8%0.027%
2/17/2026 Price T Rowe Associates Inc. MD7,515$1.47M0.0%+6.8%0.070%


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 California State Teachers Retirement System ($266.86M), 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), and Quantinno Capital Management LP ($53.13M).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: California State Teachers Retirement System ($1.50M), 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), and Millennium Management LLC ($108.08K).

Institutional investors have bought a total of 3,508,318 shares in the last 24 months. This purchase volume represents approximately $683.76M in transactions.

Of the 134 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 1,175,652 shares in the last 24 months. This volume of shares sold represents approximately $240.14M in transactions.



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.
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