Boston Beer SAM Institutional Ownership

NYSE SAM

$183.99 +2.17 (+1.20%)

As of: Oct 20, 2026 · 10:15 AM EDT

Institutions by Trading Activity

330 Institutions

Increased 158 47.9%

Unchanged 59 17.9%

Reduced 113 34.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

8.64Mn

of 8.22Mn outstanding

▲+11.20% QoQ

Shares Outstanding

8.22Mn

Institutional Investors

330

filed 13F for Jun 2026

▼-38 vs prior quarter

Net Shares Added (QoQ)

+870.02K

accumulated since last quarter

Value of Holdings

$1.55Bn

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

Updated Oct 11, 2026

Boston Beer Co Inc (NYSE:SAM) appeared in the 13F filings of 330 institutional investors for the quarter ended June 30, 2026.

Total shares held in SAM rose 11.20% from Q1 2026; the number of holders fell 4.35% from Q2 2025.
Of the 330 holders of SAM in Q2 2026, 158 added to their positions, 113 reduced their stakes and 59 left their positions unchanged.
Combined, institutional investors held 8.64Mn shares of SAM as of Q2 2026, up 870.02K from the prior quarter and up 1.02Mn from a year earlier.
BlackRock, Inc. led 13F holders of SAM with 1.02Mn shares as of June 30, 2026.
Holders that added the most shares of Boston Beer in Q2 2026 were BlackRock, Inc. (+245K shares), UBS Group AG (+216.05K shares), Millennium Management LLC (+186.9K shares), T. Rowe Price Investment Management, Inc. (+120.87K shares) and Global Alpha Capital Management Ltd. (+120.04K shares).
The biggest cuts to SAM positions during Q2 2026 came from Gotham Asset Management, LLC (-167.12K shares), FMR LLC (-134.74K shares), Quantinno Capital Management LP (-128.03K shares), AQR Capital Management LLC (-112K shares) and Invesco Ltd. (-56.96K shares).
According to Business Quant data, the leading holders of SAM for Q2 2026 were BlackRock, Inc. (1.02Mn shares), Vanguard Portfolio Management LLC (609.36K shares), AQR Capital Management LLC (539.99K shares), UBS Group AG (434.66K shares), American Century Companies Inc (385.33K shares), Vanguard Capital Management LLC (345.82K shares), Arrowstreet Capital, Limited Partnership (321.08K shares), Dimensional Fund Advisors LP (320.88K shares), State Street Corp (314.73K shares) and Millennium Management LLC (283.51K shares).

Form 13F Holdings

330 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.64Mn

Of outstanding —

#	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
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
20	Ameriprise Financial Inc	0000820027	103,039	1.25%	▲11,510	+12.58%	$18.24Mn

Showing 1 to 20 of 330 holders