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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
7
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
6
shares
|
$1,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
5
shares
|
$971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5
shares
|
$971
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$971
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4
shares
|
$776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
4
shares
|
$776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4
shares
|
$776
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3
shares
|
$582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3
shares
|
$582
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2
shares
|
$388
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2
shares
|
$388
0.0% of portfolio
|
Q1 2025
Reduced 97.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
2
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$388
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1
shares
|
$194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1
shares
|
$194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1
shares
|
$194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|