Boston Beer Co Inc (SAM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

10,860,000Shares Outstanding

119,069Shares held by institutions

$27,589,478Value of institutional holdings

67.80%Institutional ownership %

2.64%Shares Changed QoQ

324No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 324 institutions have reported a stake in Boston Beer Co Inc (NYSE:SAM) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Boston Beer owned by institutions changed from 72.8% in September 2025 to 67.8% in December 2025, marking a slight down trend.
Institutional share ownership changed by 2.64% QoQ, while the number of institutional owners saw a decrease of 4.42% YoY.
The latest 13F cycle for Boston Beer reveals that of 324 total investors, 124 funds grew their exposure, whereas 142 reduced theirs and 58 made no changes.
Collectively, institutional investors increased their stake in Boston Beer to 7.36Mn shares as of December 2025, a change that is up by 189.66K shares quarter on quarter and down 36.45K shares year over year.
The top institutional stake in Boston Beer as of December 31, 2025 belongs to VANGUARD GROUP INC, which owns 1.04Mn shares, or 9.57% of the company.
Among the most significant buyers of Boston Beer during December 2025 were CITADEL ADVISORS LLC (131.85K), Woodson Capital Management, LP (100.00K), VANGUARD GROUP INC (89.05K), Qube Research & Technologies Ltd (77.16K), AMERICAN CENTURY COMPANIES INC (68.57K).
Leading sellers of Boston Beer stock in December 2025 included AQR CAPITAL MANAGEMENT LLC (206.84K), MORGAN STANLEY (119.47K), ACADIAN ASSET MANAGEMENT LLC (77.65K), BlackRock, Inc. (56.81K), Quantinno Capital Management LP (45.77K).
The top 10 institutional holders of Boston Beer for the quarter ending December 2025 included VANGUARD GROUP INC (1.04Mn), BlackRock, Inc. (725.53K), AQR CAPITAL MANAGEMENT LLC (440.22K), FMR LLC (360.88K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (271.52K), DIMENSIONAL FUND ADVISORS LP (258.00K), STATE STREET CORP (254.30K), Gotham Asset Management, LLC (248.91K), UBS Group AG (221.63K), AMERICAN CENTURY COMPANIES INC (191.60K).

324 Institutional Holders

119,069 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	1,039,184	89,053	9.37%	$202,775,973.00
BlackRock, Inc.	31 Dec, 2025	725,529	-56,815	-7.26%	$141,572,507.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	440,224	-206,836	-31.97%	$85,900,909.00
FMR LLC	31 Dec, 2025	360,875	-28,945	-7.43%	$70,417,529.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	271,516	13,113	5.07%	$52,980,917.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	258,001	-7,778	-2.93%	$50,343,735.00
STATE STREET CORP	31 Dec, 2025	254,297	-8,966	-3.41%	$49,620,974.00
Gotham Asset Management, LLC	31 Dec, 2025	248,910	35,644	16.71%	$48,569,808.00
UBS Group AG	31 Dec, 2025	221,634	-2,030	-0.91%	$43,247,443.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	191,605	68,571	55.73%	$37,387,884.00
SOUTHEASTERN ASSET MANAGEMENT INC/TN/	31 Dec, 2025	147,997	38,759	35.48%	$28,878,655.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	139,198	-4,174	-2.91%	$27,168,318.00
CITADEL ADVISORS LLC	31 Dec, 2025	132,943	131,853	12,096.61%	$25,941,168.00
Qube Research & Technologies Ltd	31 Dec, 2025	132,862	77,159	138.52%	$25,925,362.00
Global Alpha Capital Management Ltd.	31 Dec, 2025	123,028	-8,176	-6.23%	$24,006,454.00
MORGAN STANLEY	31 Dec, 2025	114,300	-119,467	-51.11%	$22,303,642.00
Woodson Capital Management, LP	31 Dec, 2025	100,000	100,000	0.00%	$19,513,000.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	98,826	2,920	3.04%	$19,283,917.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	90,903	-1,006	-1.09%	$17,737,903.00
Quantinno Capital Management LP	31 Dec, 2025	90,340	-45,774	-33.63%	$17,628,044.00

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