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 367 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
160
shares
|
$31,076
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
156
shares
|
$30,299
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
155
shares
|
$30,105
0.0% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$29,134
0.01% of portfolio
|
Q1 2018
Reduced 78.57%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
150
shares
|
$29,134
0.0% of portfolio
|
Q1 2022
Added 114.29%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$28,163
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$28,163
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
145
shares
|
$28,163
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
126
shares
|
$24,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
118
shares
|
$22,919
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
104
shares
|
$20,199
0.0% of portfolio
|
Q2 2025
Added 141.86%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
102
shares
|
$19,811
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$19,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$19,423
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
100
shares
|
$19,423
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
98
shares
|
$19,034
0.01% of portfolio
|
Q2 2024
Added 1533.33%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
86
shares
|
$16,703
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
75
shares
|
$14,567
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
72
shares
|
$13,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
70
shares
|
$13,596
0.0% of portfolio
|
Q3 2021
Reduced 22.22%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
67
shares
|
$13,013
0.0% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
65
shares
|
$12,624
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
63
shares
|
$12,236
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
63
shares
|
$12,236
0.0% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
63
shares
|
$12,236
0.0% of portfolio
|
Q2 2024
Reduced 80.79%
|