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Boston Beer (SAM) Institutional Ownership

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$251.90 -0.84 (-0.33%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Boston Beer (NYSE:SAM)

Current
Institutional Ownership
Percentage
81.13%
Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$235.69M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$233.48M
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SAM Institutional Buying and Selling by Quarter

Boston Beer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025Pine Haven Investment Counsel Inc1,191$357K0.3%-8.0%0.010%
1/15/2025 Aaron Wealth Advisors LLC1,273$382K0.0%+12.0%0.011%
1/15/2025 Kera Capital Partners Inc.854$256K0.1%N/A0.007%
1/15/2025 Merit Financial Group LLC1,448$434K0.0%N/A0.013%
1/15/2025 Wedge Capital Management L L P NC5,661$1.70M0.0%-18.8%0.049%
1/14/2025 Assenagon Asset Management S.A.30,073$9.02M0.0%-19.5%0.262%
1/13/2025 Claro Advisors LLC745$223K0.0%-19.7%0.006%
1/13/2025 QV Investors Inc.16,880$5.06M0.5%-18.3%0.147%
1/10/2025 Wealth Enhancement Advisory Services LLC5,788$1.67M0.0%+1.3%0.050%
1/3/2025 GAMMA Investing LLC129$39K0.0%+59.3%0.001%
1/3/2025 Versant Capital Management Inc348$104K0.0%+37.5%0.003%
12/26/2024JPMorgan Chase & Co.37,296$10.78M0.0%-26.7%0.325%
12/19/2024Principal Financial Group Inc.20,420$5.90M0.0%-33.0%0.178%
12/6/2024Retirement Systems of Alabama17,211$4.98M0.0%-3.2%0.150%
11/27/2024Franklin Resources Inc.15,389$4.24M0.0%+10.1%0.134%
11/26/2024Peapack Gladstone Financial Corp1,120$324K0.0%-4.0%0.010%
11/25/2024Tidal Investments LLC1,033$299K0.0%N/A0.009%
11/25/2024Sanctuary Advisors LLC2,078$650K0.0%+176.3%0.018%
11/18/2024Teachers Retirement System of The State of Kentucky3,285$950K0.0%-59.5%0.029%
11/16/2024Geode Capital Management LLC148,389$42.92M0.0%-2.5%1.292%
11/15/2024Barclays PLC12,988$3.75M0.0%+44.2%0.113%
11/15/2024Public Employees Retirement System of Ohio3,360$972K0.0%-6.5%0.029%
11/15/2024Y Intercept Hong Kong Ltd3,706$1.07M0.1%-26.7%0.032%
11/15/2024XTX Topco Ltd4,902$1.42M0.1%+23.6%0.043%
11/15/2024National Bank of Canada FI793$229K0.0%+10.0%0.007%
11/15/2024Weiss Asset Management LP2,732$790K0.0%N/A0.024%
11/15/2024Southernsun Asset Management LLC120,108$34.73M4.1%-15.8%1.046%
11/15/2024State Street Corp292,643$84.62M0.0%+7.8%2.549%
11/15/2024Stifel Financial Corp1,480$428K0.0%+15.5%0.013%
11/15/2024Quadrature Capital Ltd5,808$1.68M0.0%N/A0.051%
11/15/2024Quantinno Capital Management LP21,064$6.09M0.1%+647.7%0.183%
11/15/2024Quarry LP116$34K0.0%-57.2%0.001%
11/15/2024Point72 DIFC Ltd2,115$612K0.0%N/A0.018%
11/15/2024Jacobs Levy Equity Management Inc.52,568$15.20M0.1%-2.0%0.458%
11/15/2024HighTower Advisors LLC910$270K0.0%-4.1%0.008%
11/15/2024Holocene Advisors LP17,431$5.04M0.0%+130.9%0.152%
11/15/2024Paloma Partners Management Co960$278K0.0%N/A0.008%
11/15/2024Point72 Asia Singapore Pte. Ltd.169$49K0.0%N/A0.001%
11/15/2024Point72 Hong Kong Ltd6,037$1.75M0.1%N/A0.053%
11/15/2024True Wealth Design LLC161$47K0.0%N/A0.001%
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11/14/2024Verition Fund Management LLC19,693$5.69M0.0%+582.6%0.172%
11/14/2024Captrust Financial Advisors2,558$740K0.0%+258.8%0.022%
11/14/2024Crawford Fund Management LLC19,936$5.76M1.2%-11.5%0.174%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,753$4.84M0.0%-12.8%0.146%
11/14/2024MetLife Investment Management LLC4,640$1.34M0.0%-5.3%0.040%
11/13/2024Bridgewater Associates LP2,392$692K0.0%-15.6%0.021%
11/13/2024BNP Paribas Financial Markets1,440$416K0.0%+104.8%0.013%
11/13/2024Quantbot Technologies LP5,130$1.48M0.1%N/A0.045%
11/13/2024FMR LLC500,814$144.81M0.0%-29.2%4.362%
11/13/2024The Manufacturers Life Insurance Company7,041$2.04M0.0%-9.7%0.061%
11/13/2024Loomis Sayles & Co. L P72,833$21.06M0.0%-10.6%0.634%
11/13/2024Fisher Asset Management LLC126,243$36.50M0.0%-0.8%1.099%
11/12/2024Cerity Partners LLC9,512$2.75M0.0%N/A0.083%
11/12/2024Great Valley Advisor Group Inc.867$251K0.0%+8.5%0.008%
11/12/2024Charles Schwab Investment Management Inc.89,681$25.93M0.0%-19.3%0.781%
11/9/2024Landscape Capital Management L.L.C.1,097$317K0.0%N/A0.010%
11/9/2024Intech Investment Management LLC1,560$451K0.0%-42.9%0.014%
11/8/2024Ontario Teachers Pension Plan Board6,178$1.79M0.0%-52.6%0.054%
11/8/2024First Horizon Advisors Inc.121$35K0.0%+105.1%0.001%
11/8/2024Howe & Rusling Inc.1,040$301K0.0%-8.7%0.009%
11/7/2024Quest Partners LLC1,171$339K0.0%N/A0.010%
11/7/2024Gilbert & Cook Inc.1,076$311K0.0%-3.0%0.009%
11/7/2024Thrivent Financial for Lutherans2,072$599K0.0%-6.2%0.018%
11/7/2024 Claro Advisors LLC928$268K0.0%N/A0.008%
11/6/2024Mutual of America Capital Management LLC4,768$1.38M0.0%-8.9%0.042%
11/6/2024Oppenheimer Asset Management Inc.4,675$1.35M0.0%-5.2%0.041%
11/5/2024Victory Capital Management Inc.2,192$634K0.0%-1.7%0.019%
11/5/2024GSA Capital Partners LLP4,181$1.21M0.1%N/A0.036%
11/4/2024Versor Investments LP2,362$683K0.1%+41.1%0.021%
11/4/2024Venturi Wealth Management LLC501$145K0.0%+1,065.1%0.004%
11/4/2024Los Angeles Capital Management LLC14,310$4.14M0.0%-2.8%0.125%
11/2/2024Covestor Ltd127$37K0.0%+36.6%0.001%
11/1/2024Assetmark Inc.4,154$1.20M0.0%+12.4%0.035%
11/1/2024Capital Performance Advisors LLP478$138K0.0%N/A0.004%
10/31/2024Kornitzer Capital Management Inc. KS3,968$1.15M0.0%+3.4%0.034%
10/31/2024Principal Financial Group Inc.20,420$5.90M0.0%-33.0%0.174%
10/30/2024Amalgamated Bank4,109$1.19M0.0%-25.2%0.035%
10/28/2024US Bancorp DE162$47K0.0%-23.6%0.001%
10/28/2024Bank Hapoalim BM1,918$555K0.1%-7.3%0.016%
10/25/2024New York State Teachers Retirement System13,993$4.05M0.0%-4.2%0.119%
10/25/2024 Pallas Capital Advisors LLC3,261$984K0.0%+323.5%0.028%
10/24/2024Summit Place Financial Advisors LLC2,488$719K0.4%-17.0%0.021%
10/24/2024DekaBank Deutsche Girozentrale155$44K0.0%-38.0%0.001%
10/24/2024 Wealth Enhancement Advisory Services LLC5,714$1.65M0.0%+389.2%0.048%
10/23/2024Louisiana State Employees Retirement System2,400$694K0.0%-7.7%0.020%
10/23/2024Allworth Financial LP436$126K0.0%-11.4%0.004%
10/23/2024 Assenagon Asset Management S.A.37,371$10.81M0.0%-19.9%0.313%
10/22/2024 International Assets Investment Management LLC15,614$45.15M0.0%N/A0.133%
10/19/2024Allspring Global Investments Holdings LLC1,607$465K0.0%-17.3%0.014%
10/19/2024 CNB Bank155$45K0.0%-47.1%0.001%
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10/17/2024 Aaron Wealth Advisors LLC1,137$329K0.0%N/A0.010%
10/17/2024 Claro Advisors LLC6,095$1.76M0.2%N/A0.051%
10/17/2024AlphaMark Advisors LLC420$121K0.0%-15.2%0.004%
10/16/2024Cardinal Capital Management5,719$1.65M0.3%+17.5%0.048%
10/16/2024nVerses Capital LLC700$202K0.1%N/A0.006%
10/16/2024 QV Investors Inc.20,650$5.97M0.5%+0.4%0.173%
10/15/2024NBC Securities Inc.1,950$563K0.0%-10.6%0.016%
10/11/2024Creative Planning2,540$734K0.0%+6.5%0.021%
10/11/2024 Wedge Capital Management L L P NC6,971$2.02M0.0%-3.3%0.058%
10/10/2024Exchange Traded Concepts LLC2,565$742K0.0%+15.8%0.022%
(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, 286 institutional investors and hedge funds held shares of Boston Beer. The most heavily invested institutionals were Vanguard Group Inc. ($238.80M), FMR LLC ($144.81M), Champlain Investment Partners LLC ($86.01M), State Street Corp ($84.62M), Dimensional Fund Advisors LP ($55.81M), Baird Financial Group Inc. ($48.46M), and International Assets Investment Management LLC ($45.15M).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 225 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: Baird Financial Group Inc. ($151.39K), Assenagon Asset Management S.A. ($74.12K), Armistice Capital LLC ($63.30K), International Assets Investment Management LLC ($52.94K), Mesirow Institutional Investment Management Inc. ($52.50K), D. E. Shaw & Co. Inc. ($51.00K), and Dimensional Fund Advisors LP ($47.66K).

How much institutional buying is happening at Boston Beer?

Institutional investors have bought a total of 1,442,940 shares in the last 24 months. This purchase volume represents approximately $473.53M in transactions.

Which Boston Beer major shareholders have been selling company stock?

Of the 153 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 ($265.84K), Epoch Investment Partners Inc. ($152.50K), Vanguard Group Inc. ($137.33K), Assenagon Asset Management S.A. ($44.05K), Fisher Asset Management LLC ($42.71K), Renaissance Technologies LLC ($40.30K), and Marshall Wace LLP ($36.89K).

How much institutional selling is happening at Boston Beer?

Institutional investors have sold a total of 1,293,804 shares in the last 24 months. This volume of shares sold represents approximately $411.94M in transactions.


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This page (NYSE:SAM) was last updated on 1/18/2025 by MarketBeat.com Staff
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