Boston Beer SAM Institutional Ownership

NYSE SAM

$162.38 +0.32 (+0.20%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

331 Institutions

Increased 159 48.0%

Unchanged 59 17.8%

Reduced 113 34.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.41%

▲+10.13 pp QoQ

Shares Held by Institutions

8.77Mn

of 10.39Mn outstanding

▲+18.27% QoQ

Shares Outstanding

10.39Mn

1.62Mn held outside 13F filers

Institutional Investors

331

filed 13F for Jun 2026

▼-37 vs prior quarter

Net Shares Added (QoQ)

+1.35Mn

accumulated since last quarter

Value of Holdings

$1.48Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Boston Beer Co Inc (NYSE:SAM) is held by 331 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 84.4% of outstanding shares in June 2026, up from 74.3% in March 2026.
Their total shares held in SAM increased 18.27% from the prior quarter, while the number of investors in Boston Beer decreased 4.34% year over year.
Activity in SAM broke down as 159 buyers, 113 sellers, and 59 unchanged among 331 total holders.
Institutional investors collectively held 8.77Mn shares in Boston Beer as of June 2026, up by 1.35Mn shares quarter on quarter, and up 980.52K shares year over year.
As of June 30, 2026, the biggest holder of Boston Beer is BlackRock, Inc. at 1.02Mn shares, representing 9.77% of shares outstanding.
The largest buyers of Boston Beer for the quarter ending June 2026 were BlackRock, Inc. (245.0K), UBS Group AG (216.05K), MILLENNIUM MANAGEMENT LLC (186.9K), Sixth Street Partners Management Company, L.P. (126.18K), T. Rowe Price Investment Management, Inc. (120.87K).
The largest sellers of Boston Beer for the quarter ending June 2026 were Gotham Asset Management, LLC (167.12K), FMR LLC (134.74K), Quantinno Capital Management LP (128.02K), AQR CAPITAL MANAGEMENT LLC (112.0K), Invesco Ltd. (56.96K).
Per Business Quant, the top 10 investors in SAM for the quarter ending June 2026 include BlackRock, Inc. (1.02Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (609.36K), AQR CAPITAL MANAGEMENT LLC (539.99K), UBS Group AG (434.66K), AMERICAN CENTURY COMPANIES INC (385.33K), VANGUARD CAPITAL MANAGEMENT LLC (345.82K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (321.08K), DIMENSIONAL FUND ADVISORS LP (320.88K), State Street Corp (314.73K), MILLENNIUM MANAGEMENT LLC (283.51K).

Form 13F Holdings

331 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.77Mn

Of outstanding 84.41%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,015,254	9.77%	▲245,004	+31.81%	$179.73Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	609,360	5.87%	▼25,109	-3.96%	$107.88Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	539,988	5.20%	▼111,996	-17.18%	$95.59Mn
4	UBS Group AG	0001610520	434,656	4.18%	▲216,052	+98.83%	$76.95Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	385,326	3.71%	▲97,242	+33.75%	$68.21Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	345,822	3.33%	▲4,919	+1.44%	$61.22Mn
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	321,080	3.09%	▲75,831	+30.92%	$56.84Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	320,885	3.09%	▲47,273	+17.28%	$56.81Mn
9	State Street Corp	0000093751	314,732	3.03%	▲59,537	+23.33%	$55.81Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	283,512	2.73%	▲186,897	+193.45%	$50.19Mn
11	Global Alpha Capital Management Ltd.	0001584691	267,567	2.58%	▲120,042	+81.37%	$47.37Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	205,368	1.98%	▲63,255	+44.51%	$36.36Mn
13	T. Rowe Price Investment Management, Inc.	0001897612	199,420	1.92%	▲120,872	+153.88%	$35.30K
14	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0000807985	146,043	1.41%	▲27,642	+23.35%	$25.85Mn
15	SOUTHERNSUN ASSET MANAGEMENT, LLC	0001089755	131,877	1.27%	▲57,061	+76.27%	$23.35Mn
16	Goldman Sachs Group Inc	0000886982	130,819	1.26%	▼14,141	-9.76%	$23.16Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	126,182	1.21%	▲19,201	+17.95%	$22.34Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	126,182	1.21%	▲126,182	0.00%	$22.34Mn
18	Neuberger Berman Group LLC	0001465109	117,548	1.13%	▲117,548	0.00%	$20.86Mn
19	Morgan Stanley	0000895421	104,302	1.00%	▼30,209	-22.46%	$18.46Mn

Showing 1 to 20 of 331 holders