Boston Beer Company Inc (SAM) Ownership

236.13 ↓8.73 (-3.57%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Boston Beer Company Inc (SAM), owning a total of 1.4 million shares. Combined, the top 52 institutional holders of SAM own 84.35% of the company with a total of 9.8 million shares.

In the latest ownership report on December 31st 2024, the top 52 institutional holders increased their combined ownership of SAM by 470 thousand shares. 14 institutions bought 585,553 total additional shares and increased their ownership by an average of 42.86%. However 7 institutions sold 115,082 total shares and decreased their ownership by an average of 5.7%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Boston Beer Company increased by a net total of 470,471 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.557%	-3.596%	849,688	-31,690	2024-12-31
BlackRock Inc	6.871%	0.765%	772,608	5,867	2024-12-31
T. Rowe Price Investment Management,Inc.	6.257%	4.363%	703,480	29,412	2024-12-31
FMR Inc	3.988%	-10.464%	448,408	-52,406	2024-12-31
AQR Capital Management LLC	3.755%	19.799%	422,217	69,778	2024-12-31
State Street Corp	2.656%	2.048%	298,637	5,994	2024-12-31
Dimensional Fund Advisors, Inc.	2.008%	9.223%	225,762	19,063	2024-12-31
UBS Group AG	1.598%	229.883%	179,621	125,171	2024-12-31
Fisher Asset Management, LLC	1.427%	27.072%	160,419	34,176	2024-12-31
Geode Capital Management, LLC	1.286%	-2.569%	144,577	-3,812	2024-12-31
SouthernSun Asset Management, LLC	1.085%	1.552%	121,972	1,864	2024-12-31
Armistice Capital, LLC	1.084%	27.265%	121,929	26,122	2024-12-31
J. Goldman & Co LP	1.065%	251.834%	119,687	85,669	2024-12-31
Bank of New York Mellon Corp	1.059%	-2.576%	119,067	-3,148	2024-12-31
D. E. Shaw & Co LP	1.036%	-8.350%	116,469	-10,611	2024-12-31
Southeastern Asset Management Inc	0.946%	0.000%	106,317	0	2024-12-31
NORGES BANK	0.911%	-2.612%	102,478	-2,749	2024-12-31
Amvescap Plc.	0.881%	-9.724%	99,018	-10,666	2024-12-31
Charles Schwab Investment Management Inc	0.839%	5.213%	94,356	4,675	2024-12-31
Millennium Management LLC	0.838%	21.084%	94,231	16,408	2024-12-31
Cooper Creek Partners Management LLC	0.727%	0.000%	83,520	83,520	2024-12-31
Global Alpha Capital Management Ltd.	0.678%	0.000%	77,834	77,834	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Associates, Inc.	11.296%	-0.922%	1,388,870	-12,927	2022-06-30
Vanguard Group Inc	7.557%	-3.596%	849,688	-31,690	2024-12-31
BlackRock Inc	6.871%	0.765%	772,608	5,867	2024-12-31
T. Rowe Price Investment Management,Inc.	6.257%	4.363%	703,480	29,412	2024-12-31
FMR Inc	3.988%	-10.464%	448,408	-52,406	2024-12-31
AQR Capital Management LLC	3.755%	19.799%	422,217	69,778	2024-12-31
State Street Corp	2.656%	2.048%	298,637	5,994	2024-12-31
State Street Corporation	2.358%	2.203%	276,260	5,954	2024-03-31
Champlain Investment Partners, LLC	2.139%	-2.945%	261,660	-7,940	2023-03-31
Dimensional Fund Advisors, Inc.	2.008%	9.223%	225,762	19,063	2024-12-31
UBS Group AG	1.598%	229.883%	179,621	125,171	2024-12-31
Baird Financial Group, Inc.	1.434%	-0.683%	168,030	-1,155	2024-03-31
Manufacturers Life Insurance Co	1.315%	-21.562%	161,637	-44,432	2022-09-30
Fisher Asset Management, LLC	1.427%	27.072%	160,419	34,176	2024-12-31
Geode Capital Management, LLC	1.286%	-2.569%	144,577	-3,812	2024-12-31
Jacobs Levy Equity Management, Inc.	1.158%	26.582%	142,147	29,851	2022-09-30
Morgan Stanley - Brokerage Accounts	1.144%	-1.175%	131,422	-1,562	2024-06-30
SouthernSun Asset Management, LLC	1.085%	1.552%	121,972	1,864	2024-12-31
Armistice Capital, LLC	1.084%	27.265%	121,929	26,122	2024-12-31
J. Goldman & Co LP	1.065%	251.834%	119,687	85,669	2024-12-31
Bank of New York Mellon Corp	1.059%	-2.576%	119,067	-3,148	2024-12-31
D. E. Shaw & Co LP	1.036%	-8.350%	116,469	-10,611	2024-12-31
Southeastern Asset Management Inc	0.946%	0.000%	106,317	0	2024-12-31
Epoch Investment Partners Inc	0.840%	-29.592%	103,153	-43,355	2022-12-31
TD Global Investment Solutions – TD Epoch	0.841%	-29.592%	103,153	-43,355	2022-12-31
NORGES BANK	0.911%	-2.612%	102,478	-2,749	2024-12-31
Marshall Wace Asset Management Ltd	0.876%	-26.828%	100,623	-36,892	2024-06-30
Amvescap Plc.	0.881%	-9.724%	99,018	-10,666	2024-12-31
Charles Schwab Investment Management Inc	0.839%	5.213%	94,356	4,675	2024-12-31
Millennium Management LLC	0.838%	21.084%	94,231	16,408	2024-12-31
Federated Hermes Inc	0.715%	71.793%	87,903	36,735	2022-06-30
Renaissance Technologies Corp	0.730%	87.912%	85,500	40,000	2024-03-31
Cooper Creek Partners Management LLC	0.727%	0.000%	83,520	83,520	2024-12-31
Citadel Advisors Llc	0.717%	82.372%	82,390	37,213	2024-09-30
Balyasny Asset Management LLC	0.677%	-57.212%	80,894	-108,162	2023-12-31
Global Alpha Capital Management Ltd.	0.678%	0.000%	77,834	77,834	2024-12-31
Man Group PLC	0.655%	171.416%	76,686	48,432	2024-06-30
Point72 Asset Management, L.P.	0.639%	761.153%	76,479	67,598	2023-09-30
Jarislowsky Fraser Ltd	0.621%	2.383%	76,295	1,776	2022-09-30
Ameriprise Financial Inc	0.621%	397.810%	75,697	60,491	2023-06-30
Columbia Mgmt Investment Advisers, LLC	0.619%	397.810%	75,697	60,491	2023-06-30
Candlestick Capital Management LP	0.615%	-28.571%	75,000	-30,000	2023-06-30
JPMorgan Chase & Co	0.650%	-26.740%	74,592	-27,226	2024-09-30
Loomis, Sayles & Company LP	0.634%	-10.619%	72,833	-8,653	2024-09-30
Squarepoint Ops LLC	0.615%	74.643%	71,995	30,771	2024-03-31
TD Asset Management Inc	0.572%	-13.614%	70,117	-11,050	2022-12-31
TD Global Investment Solutions	0.571%	-13.614%	70,117	-11,050	2022-12-31
Holocene Advisors, LP	0.558%	1,309.890%	68,309	63,464	2023-03-31
American Century Companies Inc	0.552%	1.326%	67,247	880	2023-06-30
Northern Trust Corp	0.562%	-2.513%	67,149	-1,731	2024-03-31
Wellington Management Company LLP	0.546%	-1.914%	65,274	-1,274	2023-12-31
Goldman Sachs Group Inc	0.532%	7.931%	63,536	4,669	2023-12-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Boston Beer Company Inc (SAM), owning a total of 284 thousand shares. Combined, the top 41 mutual fund holders of SAM own 40.81% of the company with a total of 4.7 million shares.

In the latest ownership report on February 28th 2025, the top 41 fund holders increased their combined ownership of SAM by 23 thousand shares. 6 funds bought 24,349 total additional shares and increased their ownership by an average of 7.73%. However 3 funds sold 980 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Boston Beer Company increased by a net total of 23,369 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.488%	0.074%	279,766	207	2025-02-28
Vanguard Total Stock Mkt Idx Inv	2.315%	0.101%	260,336	262	2025-02-28
Vanguard Small Cap Index	1.924%	0.078%	216,350	168	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.171%	0.134%	131,702	176	2025-02-28
Vanguard Small Cap Growth Index Inv	1.079%	-0.761%	121,360	-930	2025-02-28
Invesco S&P MidCap Quality ETF	0.663%	-0.016%	74,556	-12	2025-02-28
Vanguard Consumer Staples ETF	0.655%	45.032%	73,643	22,866	2025-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.618%	0.973%	69,517	670	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.470%	0.000%	52,884	0	2025-02-28
iShares S&P Mid-Cap 400 Value ETF	0.457%	-0.074%	51,426	-38	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.332%	1.131%	284,278	3,179	2023-03-31
iShares Core S&P Mid-Cap ETF	2.488%	0.074%	279,766	207	2025-02-28
Vanguard Total Stock Mkt Idx Inv	2.315%	0.101%	260,336	262	2025-02-28
Champlain Mid Cap Fund, LLC	2.105%	0.800%	258,260	2,050	2023-03-31
Vanguard Small Cap Index	1.924%	0.078%	216,350	168	2025-02-28
Fidelity® Blue Chip Growth	1.422%	0.000%	173,377	0	2023-11-30
T. Rowe Price Mid-Cap Growth	1.508%	0.000%	169,600	0	2024-12-31
T. Rowe Price US Mid-Cap Growth Equity	1.508%	-14.988%	169,600	-29,900	2024-12-31
Fidelity Select Consumer Staples Port	1.362%	0.131%	153,100	200	2025-01-31
Select Consumer Staples Port	1.104%	-3.720%	134,600	-5,200	2023-10-31
Fidelity® Select Consumer Staples Port	1.104%	-3.720%	134,600	-5,200	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.171%	0.134%	131,702	176	2025-02-28
Champlain Mid Cap Adv	1.063%	-10.345%	130,000	-15,000	2023-03-31
Vanguard Extended Market Index Investor	1.056%	-0.016%	129,246	-20	2023-08-31
Vanguard Small Cap Growth Index Inv	1.079%	-0.761%	121,360	-930	2025-02-28
T. Rowe Price US Smlr Cm Eq A USD	1.062%	0.000%	119,361	0	2025-01-31
Longleaf Partners Small-Cap	0.945%	0.000%	106,204	0	2024-12-31
Fidelity® Mid-Cap Stock	0.833%	0.000%	101,572	0	2023-11-30
VIP Mid Cap Initial	0.819%	0.000%	99,800	0	2023-11-30
Fidelity® VIP Mid Cap Initial	0.819%	0.000%	99,800	0	2023-10-31
Baird Mid Cap Growth Institutional	0.812%	0.000%	97,078	0	2024-03-31
Fidelity Blue Chip Growth	0.776%	-45.868%	93,852	-79,525	2023-12-31
T. Rowe Price US Small-Cap Core Equity	0.814%	-14.661%	91,563	-15,730	2024-12-31
SouthernSun Small Cap	0.807%	-0.834%	90,723	-763	2024-12-31
T. Rowe Price Small-Cap Stock	0.753%	-7.501%	84,695	-6,868	2025-01-31
Fidelity Mid-Cap Stock	0.692%	0.000%	79,867	0	2024-08-31
Fidelity® Small Cap Stock	0.639%	0.000%	77,874	0	2023-08-31
Fidelity VIP Mid Cap Initial	0.645%	0.000%	77,200	0	2024-02-29
Fidelity® Small Cap Growth	0.632%	-0.122%	77,041	-94	2023-10-31
Invesco S&P MidCap Quality ETF	0.663%	-0.016%	74,556	-12	2025-02-28
Vanguard Consumer Staples ETF	0.655%	45.032%	73,643	22,866	2025-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.618%	0.973%	69,517	670	2025-02-28
Fidelity Small Cap Growth	0.549%	-16.698%	65,680	-13,166	2024-02-29
T. Rowe Price U.S. SC Core Eq Tr-Z	0.503%	-22.675%	57,766	-16,939	2024-09-30
FIAM Small Cap Core Composite	0.497%	-1.237%	55,900	-700	2024-09-30
FIAM Small Cap Core CIT Cl B	0.488%	3.390%	54,900	1,800	2024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.470%	0.000%	52,884	0	2025-02-28
T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z	0.456%	-16.561%	52,400	-10,400	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.457%	-0.074%	51,426	-38	2025-02-28
T. Rowe Price Instl Small-Cap Stock	0.445%	1.793%	51,084	900	2024-11-30
Fidelity Extended Market Index	0.418%	-1.497%	47,039	-715	2025-01-31