Institutional Ownership Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
155
shares
|
$30,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
155
shares
|
$30,727
0.0% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
153
shares
|
$30,330
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$29,736
0.01% of portfolio
|
Q1 2018
Reduced 78.57%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
150
shares
|
$29,736
0.0% of portfolio
|
Q1 2022
Added 114.29%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$28,744
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
145
shares
|
$28,744
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
145
shares
|
$28,744
0.01% of portfolio
|
Q4 2025
Reduced 49.48%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$28,744
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
126
shares
|
$24,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
118
shares
|
$23,392
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
109
shares
|
$21,608
0.0% of portfolio
|
Q4 2025
Added 179.49%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
102
shares
|
$20,220
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$19,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$19,824
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
100
shares
|
$19,824
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
98
shares
|
$19,427
0.01% of portfolio
|
Q2 2024
Added 1533.33%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
89
shares
|
$17,643
0.01% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
88
shares
|
$17,445
0.0% of portfolio
|
Q4 2025
Reduced 44.65%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
81
shares
|
$16,057
0.0% of portfolio
|
Q3 2025
Reduced 93.23%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
74
shares
|
$14,669
0.0% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
70
shares
|
$13,876
0.0% of portfolio
|
Q3 2021
Reduced 22.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
68
shares
|
$13,480
0.0% of portfolio
|
Q3 2025
Added 3300.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
63
shares
|
$12,489
0.0% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$12,489
0.0% of portfolio
|
Q2 2024
Reduced 80.79%
|
|