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 392 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
18
shares
|
$3,568
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
15
shares
|
$2,973
0.0% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
15
shares
|
$2,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$2,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
15
shares
|
$2,973
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
15
shares
|
$2,973
0.0% of portfolio
|
Q2 2025
Reduced 92.99%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
14
shares
|
$2,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$2,577
0.0% of portfolio
|
Q3 2025
Added 225.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
13
shares
|
$2,577
0.0% of portfolio
|
Q3 2025
Reduced 71.74%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
12
shares
|
$2,378
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
11
shares
|
$2,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10
shares
|
$1,982
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$1,982
0.0% of portfolio
|
Q1 2025
Reduced 62.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$1,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$1,982
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$1,982
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,982
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,982
0.0% of portfolio
|
Q3 2025
Added 900.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
9
shares
|
$1,784
0.0% of portfolio
|
Q3 2025
Added 800.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
9
shares
|
$1,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
9
shares
|
$1,784
0.0% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8
shares
|
$1,585
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8
shares
|
$1,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$1,585
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|