Free Trial

Boston Beer (SAM) Institutional Ownership

Boston Beer logo
$243.56 -2.02 (-0.82%)
As of 04/14/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Boston Beer (NYSE:SAM)

Current
Institutional Ownership
Percentage
81.13%
Number of
Institutional Buyers
(last 12 months)
189
Total
Institutional Inflows
(last 12 months)
$438.51M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$300.04M
Get SAM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Boston Beer stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SAM Institutional Buying and Selling by Quarter

Remove Ads

Boston Beer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC2,058$492K0.0%-3.7%0.018%
4/14/2025Farther Finance Advisors LLC295$72K0.0%+602.4%0.003%
4/14/2025Wedge Capital Management L L P NC8,593$2.05M0.0%+51.8%0.076%
4/14/2025UMB Bank n.a.331$79K0.0%+35.7%0.003%
4/11/2025 Pine Haven Investment Counsel Inc898$214K0.2%-24.6%0.008%
4/9/2025 NBC Securities Inc.1,896$452K0.0%+189,500.0%0.017%
4/9/2025 Profit Investment Management LLC3,235$773K0.7%-33.3%0.029%
4/8/2025 Rhumbline Advisers25,129$6.00M0.0%-1.4%0.223%
4/8/2025 Investors Research Corp1,325$316K0.1%+12.8%0.012%
4/8/2025 Parallel Advisors LLC502$120K0.0%+74.9%0.004%
4/7/2025 GAMMA Investing LLC10,270$2.45M0.0%+7,861.2%0.091%
4/2/2025 RK Asset Management LLC18,698$4.47M4.1%N/A0.166%
3/18/2025California State Teachers Retirement System8,538$2.56M0.0%-65.6%0.076%
3/17/2025Wealth Enhancement Advisory Services LLC6,942$2.08M0.0%+21.5%0.062%
3/17/2025NorthCrest Asset Manangement LLC732$220K0.0%N/A0.007%
2/20/2025Mackenzie Financial Corp1,386$416K0.0%N/A0.012%
2/19/2025Public Employees Retirement System of Ohio3,123$937K0.0%-7.1%0.027%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,835$6.25M0.0%+24.4%0.181%
2/17/2025Squarepoint Ops LLC8,666$2.60M0.0%+9.0%0.075%
2/17/2025Two Sigma Investments LP24,029$7.21M0.0%-22.7%0.209%
2/17/2025Tidal Investments LLC2,119$636K0.0%+105.1%0.018%
2/17/2025True Wealth Design LLC232$70K0.0%+44.1%0.002%
2/17/2025Studio Investment Management LLC240$72K0.0%-21.8%0.002%
2/17/2025Point72 Asia Singapore Pte. Ltd.447$134K0.0%+164.5%0.004%
2/17/2025Redwood Investment Management LLC12,287$3.69M0.4%N/A0.107%
2/17/2025Point72 Asset Management L.P.56,769$17.03M0.0%+67.4%0.494%
2/17/2025Point72 Hong Kong Ltd2,268$680K0.0%-62.4%0.020%
2/17/2025Quantinno Capital Management LP40,225$12.07M0.1%+91.0%0.350%
2/17/2025Man Group plc5,692$1.71M0.0%-47.7%0.050%
2/17/2025Nomura Holdings Inc.8,826$2.65M0.0%+50.1%0.077%
2/17/2025Nuveen Asset Management LLC24,913$7.47M0.0%-3.5%0.217%
2/17/2025Millennium Management LLC94,231$28.27M0.0%+21.1%0.820%
2/17/2025Lazard Asset Management LLC515$153K0.0%+10.3%0.004%
2/17/2025Lighthouse Investment Partners LLC21,303$6.39M0.2%N/A0.185%
2/17/2025J. Goldman & Co LP119,687$35.90M0.9%+251.8%1.042%
2/17/2025Jacobs Levy Equity Management Inc.16,869$5.06M0.0%-67.9%0.147%
2/17/2025Gotham Asset Management LLC44,460$13.34M0.1%+37.9%0.387%
2/17/2025Focus Partners Wealth2,213$679K0.0%+17.5%0.019%
2/17/2025Deutsche Bank AG40,036$12.01M0.0%-1.0%0.349%
2/17/2025Dean Capital Management10,424$3.13M1.3%N/A0.091%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.

If I’m right about this (like I was before) a modest $900 investment…
2/17/2025Cresset Asset Management LLC1,874$562K0.0%-62.9%0.016%
2/17/2025Cubist Systematic Strategies LLC11,013$3.30M0.0%-11.9%0.096%
2/17/2025Cetera Investment Advisers1,269$381K0.0%+4.6%0.011%
2/17/2025BOKF NA3,325$997K0.0%-45.4%0.029%
2/17/2025Brevan Howard Capital Management LP3,974$1.19M0.0%-40.2%0.035%
2/17/2025Captrust Financial Advisors2,976$893K0.0%+16.3%0.026%
2/17/2025Balyasny Asset Management L.P.15,755$4.73M0.0%+582.0%0.137%
2/17/2025Bank of America Corp DE9,857$2.96M0.0%-70.2%0.086%
2/17/2025BNP Paribas Financial Markets1,914$574K0.0%+32.9%0.017%
2/17/2025Ameriprise Financial Inc.11,435$3.43M0.0%-7.3%0.100%
2/17/2025Algert Global LLC5,906$1.77M0.0%+16.9%0.051%
2/14/2025Mercer Global Advisors Inc. ADV1,286$386K0.0%N/A0.011%
2/14/2025Freestone Grove Partners LP71,377$21.41M0.3%N/A0.622%
2/14/2025Comerica Bank3,277$983K0.0%-13.4%0.029%
2/14/2025Schonfeld Strategic Advisors LLC1,514$454K0.0%-60.6%0.013%
2/14/2025AQR Capital Management LLC422,217$125.82M0.2%+19.8%3.678%
2/14/2025Northern Trust Corp80,632$24.19M0.0%+21.8%0.702%
2/14/2025The Manufacturers Life Insurance Company 6,824$2.05M0.0%-3.1%0.059%
2/14/2025Aquatic Capital Management LLC6,301$1.89M0.1%N/A0.055%
2/14/2025Two Sigma Securities LLC1,041$312K0.0%-25.6%0.009%
2/14/2025Voya Investment Management LLC5,200$1.56M0.0%-5.8%0.045%
2/14/2025T. Rowe Price Investment Management Inc.703,480$211.03M0.1%+4.4%6.128%
2/14/2025Price T Rowe Associates Inc. MD6,647$1.99M0.0%-26.3%0.058%
2/14/2025Dark Forest Capital Management LP771$231K0.0%N/A0.007%
2/14/2025Southernsun Asset Management LLC121,972$36.59M4.6%+1.6%1.062%
2/14/2025Hsbc Holdings PLC1,442$433K0.0%+33.8%0.013%
2/14/2025Stifel Financial Corp1,431$429K0.0%-3.3%0.012%
2/14/2025State of Tennessee Department of Treasury1,841$552K0.0%-2.7%0.016%
2/14/2025Tower Research Capital LLC TRC 618$185K0.0%+59.3%0.005%
2/14/2025MetLife Investment Management LLC4,929$1.48M0.0%+6.2%0.043%
2/14/2025Mesirow Institutional Investment Management Inc.54,441$16.33M1.3%+0.2%0.474%
2/14/2025Dimensional Fund Advisors LP225,762$67.72M0.0%+9.2%1.967%
2/14/2025First Trust Advisors LP31,620$9.49M0.0%+17.4%0.275%
2/14/2025GeoWealth Management LLC116$35K0.0%N/A0.001%
2/13/2025CANADA LIFE ASSURANCE Co8,071$2.42M0.0%-3.7%0.070%
2/13/2025Dean Investment Associates LLC15,466$4.64M0.7%N/A0.135%
2/13/2025Canada Pension Plan Investment Board58,500$17.55M0.0%-12.4%0.509%
2/13/2025Savoir Faire Capital Management L.P.14,125$4.24M2.0%N/A0.123%
2/13/2025Gamco Investors INC. ET AL15,670$4.70M0.0%+27.7%0.136%
2/13/2025Gabelli Funds LLC16,300$4.89M0.0%-4.7%0.142%
2/13/2025Jump Financial LLC1,325$397K0.0%-79.7%0.012%
2/13/2025Bridgewater Associates LP2,013$604K0.0%-15.8%0.018%
2/13/2025Ontario Teachers Pension Plan Board4,707$1.41M0.0%-23.8%0.041%
2/13/2025XTX Topco Ltd6,162$1.85M0.2%+25.7%0.054%
2/13/2025Barclays PLC21,428$6.43M0.0%+65.0%0.187%
2/13/2025Summit Investment Advisors Inc.1,723$517K0.5%-4.8%0.015%
2/13/2025Cooper Creek Partners Management LLC83,520$25.05M0.8%N/A0.727%
2/13/2025Sterling Capital Management LLC453$136K0.0%+45.7%0.004%
2/13/2025Treasurer of the State of North Carolina3,805$1.14M0.0%-1.8%0.033%
2/13/2025Raymond James Financial Inc.809$243K0.0%N/A0.007%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/13/2025Renaissance Technologies LLC67,879$20.36M0.0%-6.1%0.591%
2/13/2025Legal & General Group Plc14,056$4.22M0.0%-7.1%0.122%
2/13/2025Invesco Ltd.99,018$29.70M0.0%-9.7%0.863%
2/13/2025Bank of Montreal Can1,001$300K0.0%+7.3%0.009%
2/13/2025Polymer Capital Management US LLC712$214K0.1%N/A0.006%
2/13/2025Cerity Partners LLC11,574$3.47M0.0%+21.7%0.101%
2/13/2025FMR LLC448,408$134.51M0.0%-10.5%3.906%
2/13/2025Federated Hermes Inc.1,224$367K0.0%-4.8%0.011%
2/13/2025Russell Investments Group Ltd.5,276$1.58M0.0%-51.1%0.046%
2/13/2025Envestnet Asset Management Inc.5,386$1.62M0.0%-6.3%0.047%
(Data available from 1/1/2016 forward)

Remove Ads

SAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAM shares?

During the previous two years, 339 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were Vanguard Group Inc. ($254.89M), T. Rowe Price Investment Management Inc. ($211.03M), FMR LLC ($134.51M), AQR Capital Management LLC ($125.82M), Champlain Investment Partners LLC ($86.01M), State Street Corp ($84.62M), and Dimensional Fund Advisors LP ($67.72M).Learn more on SAM's institutional investors.

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

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

Which institutional investors have been buying Boston Beer stock?

Of the 266 institutional investors that purchased Boston Beer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($142.64K), AQR Capital Management LLC ($115.64K), J. Goldman & Co LP ($85.67K), Cooper Creek Partners Management LLC ($83.52K), Global Alpha Capital Management Ltd. ($77.83K), Assenagon Asset Management S.A. ($74.12K), and Freestone Grove Partners LP ($71.38K).

How much institutional buying is happening at Boston Beer?

Institutional investors have bought a total of 2,123,626 shares in the last 24 months. This purchase volume represents approximately $667.73M in transactions.

Which Boston Beer major shareholders have been selling company stock?

Of the 170 institutional investors that sold Boston Beer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($318.24K), Vanguard Group Inc. ($169.02K), Epoch Investment Partners Inc. ($109.15K), Renaissance Technologies LLC ($44.70K), Assenagon Asset Management S.A. ($44.05K), Fisher Asset Management LLC ($40.37K), and Marshall Wace LLP ($36.89K).

How much institutional selling is happening at Boston Beer?

Institutional investors have sold a total of 1,470,650 shares in the last 24 months. This volume of shares sold represents approximately $460.67M in transactions.



This page (NYSE:SAM) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners