SAM Institutional Ownership & Shareholders

BOSTON BEER COMPANY INC-A (SAM) is currently held by 318 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.51B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of SAM tracked by InsiderSet, reporting ownership valued at approximately $179.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $204.38M, representing an estimated gain of +13.72% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SAM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Aqr Capital Management Llc, and several other long-term asset managers with concentrated positions in BOSTON BEER COMPANY INC-A (SAM).

This page ranks the largest institutional SAM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

318

Total Reported Value

$1.51B

Largest Holder

Blackrock, Inc.

Largest Position

$179.73M

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

38

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%1,015,254$179,730,458$204,380,783+$24,650,325+13.72%
Vanguard Portfolio Management Llc0.00%609,360$107,875,001$122,670,262+$14,795,261+13.72%
Aqr Capital Management Llc0.03%539,988$95,594,076$108,704,984+$13,110,908+13.72%
Ubs Group Ag0.01%434,656$76,947,151$87,500,599+$10,553,448+13.72%
American Century Companies Inc0.03%385,326$68,214,262$77,569,977+$9,355,715+13.72%
Vanguard Capital Management Llc0.00%345,822$61,220,869$69,617,427+$8,396,558+13.72%
Arrowstreet Capital, Limited Partnership0.03%321,080$56,840,792$64,636,615+$7,795,823+13.72%
Dimensional Fund Advisors Lp0.01%320,885$56,806,271$64,597,359+$7,791,088+13.72%
State Street Corp0.00%314,732$55,807,630$63,358,699+$7,551,069+13.53%
Millennium Management Llc0.03%283,512$50,190,129$57,073,801+$6,883,672+13.72%
Global Alpha Capital Management Ltd.2.84%267,567$47,367,386$53,863,913+$6,496,527+13.72%
Geode Capital Management, Llc0.00%205,368$36,363,322$41,342,632+$4,979,310+13.69%
T. Rowe Price Investment Management, Inc.0.02%199,420$35,304,000$40,145,240+$4,841,240+13.71%
Longleaf PartnersMason Hawkins1.35%146,043$25,853,992$29,399,916+$3,545,924+13.72%
Southernsun Asset Management, Llc3.14%131,877$23,346,185$26,548,159+$3,201,974+13.72%
Goldman Sachs Group Inc0.00%130,819$23,158,928$26,335,173+$3,176,245+13.71%
Charles Schwab Investment Management Inc0.00%126,182$22,337,999$25,401,698+$3,063,699+13.72%
Morgan Stanley0.00%104,302$18,464,638$20,997,036+$2,532,398+13.71%
Ameriprise Financial Inc0.00%103,039$18,240,995$20,742,781+$2,501,786+13.72%
Quantinno Capital Management Lp0.02%102,562$18,156,551$20,646,756+$2,490,205+13.72%
Renaissance Technologies LLCJim Simons0.02%102,179$18,088,748$20,569,654+$2,480,906+13.72%
D. E. Shaw & Co., Inc.0.01%99,454$17,606,342$20,021,085+$2,414,743+13.72%
Northern Trust Corp0.00%98,799$17,490,388$19,889,227+$2,398,839+13.72%
Trexquant Investment Lp0.08%73,254$12,968,156$14,746,763+$1,778,607+13.72%
Calamos Advisors Llc0.04%65,364$11,571,389$13,158,427+$1,587,038+13.72%
Bank Of New York Mellon Corp0.00%63,464$11,235,107$12,775,938+$1,540,831+13.71%
Bank Of America Corp0.00%63,070$11,165,281$12,696,622+$1,531,341+13.72%
Worldquant Millennium Advisors Llc0.04%62,666$11,093,762$12,615,292+$1,521,530+13.72%
Qube Research & Technologies Ltd0.01%62,634$11,088,097$12,608,851+$1,520,754+13.72%
Fmr Llc0.00%60,625$10,732,453$12,204,419+$1,471,966+13.72%
Invesco Ltd.0.00%58,648$10,382,455$11,806,429+$1,423,974+13.72%
Loomis Sayles & Co L P0.01%58,288$10,318,724$11,733,957+$1,415,233+13.72%
Vanguard Fiduciary Trust Co0.00%52,748$9,337,978$10,618,700+$1,280,722+13.72%
Citadel Advisors Llc0.00%48,829$8,644,198$9,829,766+$1,185,568+13.72%
First Trust Advisors Lp0.00%45,318$8,022,645$9,122,967+$1,100,322+13.72%
Prescott General Partners Llc0.41%45,000$7,966,350$9,058,950+$1,092,600+13.72%
Marshall Wace, Llp0.01%42,474$7,519,172$8,550,441+$1,031,269+13.72%
Gabelli Funds Llc0.05%42,400$7,506,072$8,535,544+$1,029,472+13.72%
Pacer Advisors, Inc.0.02%38,203$6,763,000$7,690,646+$927,646+13.72%
Jpmorgan Chase & Co0.00%35,905$6,610,359$7,228,036+$617,677+9.34%
Hrt Financial Lp0.01%35,397$6,266,000$7,125,770+$859,770+13.72%
Capital Fund Management S.A.0.04%33,447$5,921,122$6,733,216+$812,094+13.72%
Winton Group Ltd0.19%33,018$5,845,177$6,646,854+$801,677+13.72%
Edgestream Partners, L.P.0.17%32,914$5,826,765$6,625,917+$799,152+13.72%
Darwins River Capital, Lp2.99%30,820$5,456,065$6,204,374+$748,309+13.72%
Tudor Investment Corp Et Al0.02%30,517$5,402,425$6,143,377+$740,952+13.72%
Ing Groep Nv0.03%29,300$5,186,979$5,898,383+$711,404+13.72%
Gamco Investors, Inc. Et Al0.05%28,352$5,019,155$5,707,541+$688,386+13.72%
Rhumbline Advisers0.00%27,251$4,824,224$5,485,899+$661,675+13.72%
Dark Forest Capital Management Lp0.30%26,691$4,725,108$5,373,165+$648,057+13.72%
Showing 50 of 317

Frequently asked questions about SAM

  • Who are the largest institutional holders of SAM?

    The largest institutional holders of SAM reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Aqr Capital Management Llc, Ubs Group Ag, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported SAM position.

  • What is SAM institutional ownership?

    This page tracks SAM positions reported by institutional investment managers through SEC Form 13F. BOSTON BEER COMPANY INC-A (SAM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SAM?

    InsiderSet currently tracks 318 institutional managers reporting SAM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SAM shareholders.

  • How much SAM stock do institutions own?

    Institutional investment managers disclosed approximately $1.51B in SAM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SAM institutional ownership last updated?

    The latest SAM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SAM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SAM position after the reporting date.

  • Are institutions buying or selling SAM?

    Institutional buying and selling can be analyzed by comparing SAM positions across consecutive 13F reporting periods. InsiderSet's SAM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SAM ownership changes.

  • How has SAM institutional ownership changed over time?

    InsiderSet tracks SAM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.