Boston Beer SAM Institutional Ownership

NYSE SAM

$162.53 -2.83 (-1.71%)

As of: Sep 29, 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

106.61%

▲+13.46 pp QoQ

Shares Held by Institutions

8.77Mn

of 8.22Mn outstanding

▲+18.27% QoQ

Shares Outstanding

8.22Mn

-543.39K 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

$1.45Bn

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) appears in 331 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 106.6% of Boston Beer's outstanding shares in June 2026, up from 93.1% in March 2026.
They increased total shares held in SAM by 18.27% quarter over quarter, and investors in Boston Beer decreased 4.61% from a year ago.
During the quarter, 159 of these 331 funds increased positions in SAM, 113 reduced exposure, and 59 held steady.
The aggregate institutional position in Boston Beer amounted to 8.77Mn shares as of June 2026, up by 1.35Mn shares quarter on quarter, and up 1.15Mn shares year over year.
BlackRock, Inc. is the top holder of Boston Beer as of June 30, 2026, with 1.02Mn shares representing 12.34% of outstanding stock.
Top purchasers of SAM stock for the quarter ending June 2026 included 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).
Boston Beer's 10 largest shareholders as of 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) per Business Quant data.

Form 13F Holdings

331 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.77Mn

Of outstanding 106.61%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,015,254	12.34%	▲245,004	+31.81%	$179.73Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	609,360	7.41%	▼25,109	-3.96%	$107.88Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	539,988	6.57%	▼111,996	-17.18%	$95.59Mn
4	UBS Group AG	0001610520	434,656	5.29%	▲216,052	+98.83%	$76.95Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	385,326	4.69%	▲97,242	+33.75%	$68.21Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	345,822	4.21%	▲4,919	+1.44%	$61.22Mn
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	321,080	3.90%	▲75,831	+30.92%	$56.84Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	320,885	3.90%	▲47,273	+17.28%	$56.81Mn
9	State Street Corp	0000093751	314,732	3.83%	▲59,537	+23.33%	$55.81Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	283,512	3.45%	▲186,897	+193.45%	$50.19Mn
11	Global Alpha Capital Management Ltd.	0001584691	267,567	3.25%	▲120,042	+81.37%	$47.37Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	205,368	2.50%	▲63,255	+44.51%	$36.36Mn
13	T. Rowe Price Investment Management, Inc.	0001897612	199,420	2.42%	▲120,872	+153.88%	$35.30K
14	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0000807985	146,043	1.78%	▲27,642	+23.35%	$25.85Mn
15	SOUTHERNSUN ASSET MANAGEMENT, LLC	0001089755	131,877	1.60%	▲57,061	+76.27%	$23.35Mn
16	Goldman Sachs Group Inc	0000886982	130,819	1.59%	▼14,141	-9.76%	$23.16Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	126,182	1.53%	▲19,201	+17.95%	$22.34Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	126,182	1.53%	▲126,182	0.00%	$22.34Mn
18	Neuberger Berman Group LLC	0001465109	117,548	1.43%	▲117,548	0.00%	$20.86Mn
19	Morgan Stanley	0000895421	104,302	1.27%	▼30,209	-22.46%	$18.46Mn

Showing 1 to 20 of 331 holders