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 351 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$35,137
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$35,137
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
126
shares
|
$30,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
118
shares
|
$28,594
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
102
shares
|
$24,717
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$24,233
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$24,233
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
100
shares
|
$24,233
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
98
shares
|
$23,748
0.01% of portfolio
|
Q2 2024
Added 1533.33%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
86
shares
|
$20,840
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
80
shares
|
$19,386
0.0% of portfolio
|
Q1 2025
Added 788.89%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
79
shares
|
$19,144
0.0% of portfolio
|
Q1 2025
Added 49.06%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
78
shares
|
$18,901
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
75
shares
|
$18,174
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
72
shares
|
$17,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
70
shares
|
$16,963
0.0% of portfolio
|
Q3 2021
Reduced 22.22%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
65
shares
|
$15,751
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
63
shares
|
$15,266
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
63
shares
|
$15,266
0.0% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
63
shares
|
$15,266
0.0% of portfolio
|
Q2 2024
Reduced 80.79%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
60
shares
|
$14,539
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
60
shares
|
$14,539
0.0% of portfolio
|
Q3 2021
Reduced 40.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
59
shares
|
$14,297
0.0% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
55
shares
|
$13,328
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
54
shares
|
$13,085
0.0% of portfolio
|
Q1 2025
New holding
|