BOSTON BEER CO INC - Class A Common Stock $0.01 par value (SAM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock $0.01 par value
Symbol
SAM on NYSE
Shares outstanding
8,815,531
Price per share
$195.13
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,892,971
Total reported value
$1,668,880,491
% of total 13F portfolios
0%
Share change
+210,070
Value change
+$55,751,364
Number of holders
348
Price from insider filings
$195.13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BOSTON BEER CO INC - Class A Common Stock $0.01 par value (SAM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KOCH C JAMES 20% $556,192,634 2,271,472 C. James Koch 31 Dec 2024
VANGUARD GROUP INC 10% $217,168,178 912,433 The Vanguard Group 30 May 2025
AQR CAPITAL MANAGEMENT LLC 7.3% $136,801,425 647,060 AQR Capital Management, LLC 30 Sep 2025
T. Rowe Price Investment Management, Inc. 0.6% $12,907,305 52,713 T. Rowe Price Investment Management, Inc. 31 Mar 2025

As of 30 Sep 2025, 348 institutional investors reported holding 7,892,971 shares of BOSTON BEER CO INC - Class A Common Stock $0.01 par value (SAM). This represents 90% of the company’s total 8,815,531 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BOSTON BEER CO INC - Class A Common Stock $0.01 par value (SAM) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 950,131 +4.7% 0% $200,876,696
BlackRock, Inc. 8.9% 782,344 -14% 0% $165,403,168
AQR CAPITAL MANAGEMENT LLC 7.3% 647,060 +340% 0.09% $136,801,426
FMR LLC 4.4% 389,820 -15% 0% $82,415,754
DIMENSIONAL FUND ADVISORS LP 3% 265,779 +1.3% 0.01% $56,190,997
STATE STREET CORP 3% 263,263 -5.5% 0% $55,659,063
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.9% 258,403 +8.1% 0.03% $54,631,562
MORGAN STANLEY 2.7% 233,767 +151% 0% $49,423,243
Fisher Asset Management, LLC 2.6% 231,467 -0.26% 0.02% $48,936,751
UBS Group AG 2.5% 223,664 +17% 0.01% $47,287,042
Gotham Asset Management, LLC 2.4% 213,266 +1752% 0.2% $45,088,698
COOPER CREEK PARTNERS MANAGEMENT LLC 1.7% 145,939 -36% 1.2% $30,854,000
GEODE CAPITAL MANAGEMENT, LLC 1.6% 143,372 +0.43% 0% $30,317,615
Quantinno Capital Management LP 1.5% 136,114 +76% 0.08% $28,777,222
Global Alpha Capital Management Ltd. 1.5% 131,204 +15% 1.6% $27,739,150
AMERICAN CENTURY COMPANIES INC 1.4% 123,034 +36% 0.01% $26,011,848
Invesco Ltd. 1.3% 114,889 +12% 0% $24,289,832
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.2% 109,238 +2.7% 1.2% $23,095,098
ACADIAN ASSET MANAGEMENT LLC 1.2% 106,674 +59% 0.04% $22,540,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 95,906 +0.54% 0% $20,276,447
AMERIPRISE FINANCIAL INC 1% 91,909 +79% 0% $19,431,401
SOUTHERNSUN ASSET MANAGEMENT, LLC 1% 90,168 -1.6% 2.5% $19,063,319
RENAISSANCE TECHNOLOGIES LLC 0.99% 87,079 -4.7% 0.02% $18,410,242
NORTHERN TRUST CORP 0.85% 75,171 -0.25% 0% $15,892,653
D. E. Shaw & Co., Inc. 0.82% 72,355 -23% 0.01% $15,297,294

Institutional Holders of BOSTON BEER CO INC - Class A Common Stock $0.01 par value (SAM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 84,672 $16,616,978 -$2,436,925 $195.13 42
2025 Q3 7,892,971 $1,668,880,491 +$55,751,364 $211.42 348
2025 Q2 7,648,265 $1,459,088,741 +$69,350,794 $190.81 341
2025 Q1 7,275,869 $1,739,710,437 -$37,294,763 $238.84 324
2024 Q4 7,428,645 $2,227,423,029 +$126,195,132 $299.98 340
2024 Q3 6,931,654 $2,002,558,836 -$47,587,496 $289.14 329
2024 Q2 7,127,337 $2,173,852,497 -$35,779,589 $305.05 327
2024 Q1 7,246,639 $2,206,254,395 -$74,944,611 $304.42 326
2023 Q4 7,381 $2,550,800 -$316,561 $345.59 2
2023 Q3 7,715,413 $3,004,477,152 -$7,948,584 $389.53 316
2023 Q2 7,780,951 $2,400,342,519 -$79,897,563 $308.44 289
2023 Q1 8,019,192 $2,633,843,301 -$17,744,923 $328.70 295
2022 Q4 7,942,798 $2,617,614,510 -$102,521,205 $329.52 304
2022 Q3 8,386,871 $2,715,394,432 -$439,415,970 $323.65 277
2022 Q2 8,382,629 $2,540,240,705 +$248,358,467 $302.97 284
2022 Q1 7,532,107 $2,926,015,392 -$58,315,873 $388.47 296
2021 Q4 7,463,834 $3,770,859,004 -$218,811,003 $505.10 364
2021 Q3 8,079,304 $4,116,275,822 -$692,478,151 $509.75 357
2021 Q2 8,885,651 $9,065,087,040 +$57,548,690 $1020.79 443
2021 Q1 8,788,033 $10,600,179,580 +$268,561,488 $1206.28 407
2020 Q4 8,623,986 $8,573,607,741 +$151,621,502 $994.30 394
2020 Q3 8,405,671 $7,423,770,934 -$109,101,244 $883.36 364
2020 Q2 8,707,790 $4,673,838,101 -$44,644,960 $536.65 316
2020 Q1 8,827,160 $3,243,504,015 +$31,653,601 $367.56 270
2019 Q4 8,782,215 $3,318,176,680 -$66,815,255 $377.85 288
2019 Q3 8,912,696 $3,243,582,478 +$52,184,558 $364.07 293
2019 Q2 8,794,592 $3,319,374,793 +$116,789,200 $377.76 265
2019 Q1 8,605,104 $2,533,445,182 +$29,011,492 $294.73 260
2018 Q4 8,597,482 $2,069,164,056 -$11,190,699 $240.84 248
2018 Q3 8,630,065 $2,479,770,203 +$49,526,867 $287.50 245
2018 Q2 8,449,242 $2,530,942,189 +$3,450,896 $299.70 246
2018 Q1 8,691,827 $1,643,274,774 +$23,676,118 $189.05 241
2017 Q4 8,646,585 $1,651,845,392 -$39,156,109 $191.10 257
2017 Q3 8,872,236 $1,386,543,013 +$46,255,538 $156.20 230
2017 Q2 8,671,506 $1,145,991,015 -$28,385,225 $132.15 216
2017 Q1 9,008,088 $1,304,886,351 +$140,552,810 $144.65 227
2016 Q4 8,839,331 $1,501,246,562 +$76,988,525 $169.85 222
2016 Q3 8,358,202 $1,297,296,578 +$25,626,170 $155.26 204
2016 Q2 8,164,258 $1,396,241,362 -$79,355,545 $171.03 194
2016 Q1 8,637,423 $1,596,594,573 +$35,356,699 $185.07 199
2015 Q4 8,415,657 $1,699,070,298 -$27,692,332 $201.91 215
2015 Q3 8,575,207 $1,806,159,472 -$19,644,939 $210.61 215
2015 Q2 8,476,858 $1,966,431,514 -$21,109,508 $231.99 212
2015 Q1 8,641,218 $2,310,801,462 +$138,806,318 $267.40 227
2014 Q4 8,111,111 $2,348,585,618 +$61,059,821 $289.54 202
2014 Q3 7,743,213 $1,717,127,940 +$7,202,251 $221.76 185
2014 Q2 7,725,802 $1,726,932,828 +$17,381,429 $223.52 175
2014 Q1 7,738,061 $1,893,620,600 +$63,176,926 $244.73 179