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Boston Beer (SAM) Institutional Ownership

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$220.24 -4.50 (-2.00%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$222.14 +1.90 (+0.86%)
As of 08/14/2025 05:51 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 Polygon.io. 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)
203
Total
Institutional Inflows
(last 12 months)
$571.72M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$513.53M
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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
8/14/2025Quantinno Capital Management LP77,337$14.76M0.1%+266.7%0.694%
8/14/2025Armistice Capital LLC28,000$5.34M0.1%-86.7%0.251%
8/14/2025Treasurer of the State of North Carolina3,814$728K0.0%-3.8%0.034%
8/14/2025The Manufacturers Life Insurance Company 6,293$1.20M0.0%-7.8%0.056%
8/14/2025Sei Investments Co.1,927$367K0.0%-46.8%0.017%
8/14/2025Nebula Research & Development LLC6,538$1.25M0.1%+159.8%0.059%
8/14/2025Qube Research & Technologies Ltd112,507$21.47M0.0%+278.0%1.009%
8/14/2025Southernsun Asset Management LLC91,627$17.48M2.5%-17.0%0.822%
8/14/2025iSAM Funds UK Ltd1,496$285K0.1%-36.3%0.013%
8/14/2025WINTON GROUP Ltd2,243$428K0.0%N/A0.020%
8/14/2025Federated Hermes Inc.1,060$202K0.0%-4.2%0.010%
8/13/2025Gabelli Funds LLC18,900$3.61M0.0%+4.4%0.170%
8/13/2025Gamco Investors INC. ET AL17,205$3.28M0.0%+5.4%0.154%
8/13/2025Jump Financial LLC44,656$8.52M0.1%+20.6%0.401%
8/13/2025Cresset Asset Management LLC1,400$267K0.0%+12.5%0.013%
8/13/2025Amundi3,997$821K0.0%+7,441.5%0.036%
8/13/2025Marshall Wace LLP32,811$6.26M0.0%+1,000.3%0.294%
8/13/2025First Trust Advisors LP15,657$2.99M0.0%+41.5%0.140%
8/13/2025Invesco Ltd.102,147$19.49M0.0%-6.5%0.916%
8/13/2025Arrowstreet Capital Limited Partnership239,109$45.62M0.0%+34.2%2.144%
8/13/2025Quantbot Technologies LP1,196$228K0.0%-91.8%0.011%
8/13/2025Claret Asset Management Corp1,261$241K0.0%N/A0.011%
8/13/2025Icon Advisers Inc. Co.2,520$481K0.1%-21.3%0.023%
8/13/2025Loomis Sayles & Co. L P65,648$12.53M0.0%-1.8%0.589%
8/13/2025Hsbc Holdings PLC13,373$2.55M0.0%+13.3%0.120%
8/13/2025State Board of Administration of Florida Retirement System7,175$1.37M0.0%-2.7%0.064%
8/13/2025Elevation Point Wealth Partners LLC260$50K0.0%N/A0.002%
8/13/2025Russell Investments Group Ltd.8,810$1.68M0.0%+4,349.5%0.079%
8/12/2025 Inceptionr LLC1,092$208K0.0%N/A0.010%
8/12/2025 XTX Topco Ltd5,116$976K0.0%+432.9%0.046%
8/12/2025 Ameritas Investment Partners Inc.1,598$305K0.0%-7.3%0.014%
8/12/2025 Prudential Financial Inc.62,750$11.97M0.0%+133.5%0.563%
8/12/2025 American Century Companies Inc.90,652$17.30M0.0%+159.0%0.813%
8/12/2025 Rhumbline Advisers23,430$4.47M0.0%-6.8%0.210%
8/12/2025 Franklin Resources Inc.24,133$4.61M0.0%+32.7%0.216%
8/12/2025 Legal & General Group Plc14,628$2.79M0.0%+2.0%0.131%
8/12/2025 JPMorgan Chase & Co.22,251$4.25M0.0%-1.8%0.200%
8/12/2025 Magnetar Financial LLC18,012$3.44M0.0%+1,704.8%0.162%
8/12/2025 Swiss National Bank16,600$3.17M0.0%-4.0%0.149%
8/11/2025 TD Waterhouse Canada Inc.233$46K0.0%+606.1%0.002%
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8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH9,382$1.79M0.0%+14.8%0.084%
8/8/2025 Ontario Teachers Pension Plan Board30,064$5.74M0.1%+183.1%0.270%
8/8/2025 Intech Investment Management LLC2,909$555K0.0%-64.1%0.026%
8/8/2025 Cetera Investment Advisers1,653$315K0.0%+17.9%0.015%
8/8/2025 Creative Planning3,025$577K0.0%+46.1%0.027%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,115$404K0.0%+2.8%0.019%
8/8/2025 Calamos Advisors LLC58,329$11.13M0.0%+26.6%0.523%
8/8/2025 Geode Capital Management LLC142,756$27.24M0.0%-5.5%1.281%
8/8/2025 PNC Financial Services Group Inc.265$51K0.0%-43.6%0.002%
8/8/2025 denkapparat Operations GmbH1,308$250K0.2%N/A0.012%
8/8/2025 KBC Group NV268$51K0.0%-35.9%0.002%
8/7/2025 Vise Technologies Inc.1,092$208K0.0%N/A0.010%
8/7/2025 Allworth Financial LP565$108K0.0%+24.7%0.005%
8/7/2025 Acadian Asset Management LLC67,116$12.80M0.0%N/A0.602%
8/7/2025 Campbell & CO Investment Adviser LLC9,085$1.73M0.1%N/A0.081%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.15,078$2.88M0.0%+353.7%0.135%
8/7/2025 Global Alpha Capital Management Ltd.113,804$21.72M1.4%+42.7%1.021%
8/6/2025 Fox Run Management L.L.C.3,162$603K0.1%+13.7%0.028%
8/5/2025 Bank of New York Mellon Corp70,473$13.45M0.0%-1.8%0.632%
8/5/2025 BCGM Wealth Management LLC3,555$678K0.2%N/A0.032%
8/5/2025 State of Michigan Retirement System1,983$378K0.0%-4.8%0.018%
8/5/2025 Versor Investments LP5,700$1.09M0.2%N/A0.051%
8/5/2025 Plato Investment Management Ltd198$38K0.0%-54.0%0.002%
8/4/2025 Savoir Faire Capital Management L.P.30,240$5.77M2.8%+46.8%0.271%
8/4/2025 Amalgamated Bank3,771$720K0.0%-6.6%0.034%
8/4/2025 Retirement Systems of Alabama10,062$1.92M0.0%-3.9%0.090%
8/1/2025 Teacher Retirement System of Texas6,697$1.28M0.0%+3.5%0.060%
8/1/2025 Y Intercept Hong Kong Ltd27,861$5.32M0.1%+465.6%0.250%
8/1/2025 Envestnet Asset Management Inc.7,252$1.38M0.0%-8.4%0.065%
7/31/2025 Nisa Investment Advisors LLC405$77K0.0%-11.4%0.004%
7/31/2025 Oppenheimer Asset Management Inc.3,709$708K0.0%-15.4%0.033%
7/31/2025 MQS Management LLC1,177$225K0.1%N/A0.011%
7/31/2025 AlphaQuest LLC6,518$1.24M0.1%+246.0%0.058%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al2,188$417K0.0%N/A0.020%
7/29/2025 Mutual of America Capital Management LLC4,094$781K0.0%-7.5%0.037%
7/29/2025 Sage Private Wealth Group LLC1,535$293K0.2%N/A0.014%
7/28/2025 New York State Teachers Retirement System11,739$2.24M0.0%-1.1%0.105%
7/28/2025 Bayforest Capital Ltd2,098$400K0.2%+14.9%0.019%
7/25/2025 Yousif Capital Management LLC1,930$368K0.0%-6.2%0.017%
7/25/2025 CWM LLC1,162$222K0.0%+169.0%0.010%
7/25/2025 Vanguard Personalized Indexing Management LLC1,526$291K0.0%+28.1%0.014%
7/24/2025 Summit Place Financial Advisors LLC1,701$325K0.2%+31.5%0.015%
7/23/2025 Gagnon Securities LLC25,051$4.78M1.0%+2.2%0.225%
7/17/2025 Oakworth Capital Inc.333$64K0.0%-33.4%0.003%
7/16/2025 Signaturefd LLC358$68K0.0%+42.6%0.003%
7/16/2025 State of Alaska Department of Revenue924$176K0.0%-6.1%0.008%
7/15/2025 Public Employees Retirement System of Ohio2,712$517K0.0%-4.6%0.024%
7/15/2025 Cardinal Capital Management9,530$1.82M0.3%+21.5%0.086%
7/11/2025 Profit Investment Management LLC1,378$263K0.2%-57.4%0.012%
7/11/2025 UMB Bank n.a.269$51K0.0%-18.7%0.002%
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7/11/2025 Diversified Trust Co1,641$313K0.0%N/A0.015%
7/11/2025 Assenagon Asset Management S.A.19,686$3.76M0.0%-33.7%0.177%
7/10/2025 Wealth Enhancement Advisory Services LLC2,022$407K0.0%+28.5%0.018%
7/8/2025 Parallel Advisors LLC673$128K0.0%+34.1%0.006%
6/18/2025Voya Investment Management LLC6,713$1.60M0.0%+29.1%0.060%
6/17/2025 Howe & Rusling Inc.974$233K0.0%-6.3%0.009%
5/29/2025 Rhumbline Advisers25,129$6.00M0.0%-1.4%0.225%
5/20/2025 Intech Investment Management LLC8,097$1.93M0.0%+300.6%0.073%
5/20/2025Focus Partners Wealth925$221K0.0%-58.2%0.008%
5/20/2025 Plato Investment Management Ltd430$104K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

SAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAM shares?

During the previous two years, 347 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were Vanguard Group Inc. ($206.66M), FMR LLC ($134.51M), State Street Corp ($84.62M), Dimensional Fund Advisors LP ($67.72M), Fisher Asset Management LLC ($48.12M), Arrowstreet Capital Limited Partnership ($45.62M), and International Assets Investment Management LLC ($45.15M).Learn more on Boston Beer's institutional investors.

What percentage of Boston Beer's stock is owned by institutional investors?

81.13% of Boston Beer's stock is owned by institutional investors. Learn more on SAM's institutional investor holdings.

Which institutional investors have been buying Boston Beer's stock?

Of the 278 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: Armistice Capital LLC ($151.93K), Norges Bank ($142.64K), AQR Capital Management LLC ($115.64K), Global Alpha Capital Management Ltd. ($113.80K), Millennium Management LLC ($108.08K), Quantinno Capital Management LP ($93.66K), and J. Goldman & Co LP ($85.67K).

How much institutional buying is happening at Boston Beer?

Institutional investors have bought a total of 2,178,193 shares in the last 24 months. This purchase volume represents approximately $555.89M in transactions.

Which of Boston Beer's major shareholders have been selling company stock?

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: T. Rowe Price Investment Management Inc. ($650.77K), AQR Capital Management LLC ($305.01K), FMR LLC ($259.05K), Armistice Capital LLC ($182.55K), Bank of New York Mellon Corp ($51.74K), Southernsun Asset Management LLC ($41.35K), and Jacobs Levy Equity Management Inc. ($36.75K).

How much institutional selling is happening at Boston Beer?

Institutional investors have sold a total of 1,993,259 shares in the last 24 months. This volume of shares sold represents approximately $500.97M in transactions.



This page (NYSE:SAM) was last updated on 8/15/2025 by MarketBeat.com Staff
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