Boston Beer Company Inc (SAM) Ownership

232.06 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

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 87.53% of the company with a total of 10.1 million shares.

In the latest ownership report on March 31st 2025, the top 52 institutional holders increased their combined ownership of SAM by 288 thousand shares. 8 institutions bought 609,948 total additional shares and increased their ownership by an average of 51.68%. However 3 institutions sold 321,894 total shares and decreased their ownership by an average of 27.83%.

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 288,054 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.520%22.906%949,579176,9712025-03-31
Vanguard Group Inc7.763%1.832%865,25115,5632025-03-31
FMR Inc4.107%2.091%457,7849,3762025-03-31
State Street Corp2.631%-1.789%293,296-5,3412025-03-31
Cooper Creek Partners Management LLC2.609%248.155%290,779207,2592025-03-31
Dimensional Fund Advisors, Inc.2.343%15.678%261,15635,3942025-03-31
Fisher Asset Management, LLC2.082%44.671%232,07971,6602025-03-31
Armistice Capital, LLC1.889%72.685%210,55388,6242025-03-31
AQR Capital Management LLC1.052%-72.240%117,209-305,0082025-03-31
SouthernSun Asset Management, LLC0.991%-9.465%110,427-11,5452025-03-31
Southeastern Asset Management Inc0.954%0.000%106,31702025-03-31
Charles Schwab Investment Management Inc0.892%5.406%99,4575,1012025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.11.296%-0.922%1,388,870-12,9272022-06-30
BlackRock Inc8.520%22.906%949,579176,9712025-03-31
Vanguard Group Inc7.763%1.832%865,25115,5632025-03-31
T. Rowe Price Investment Management,Inc.6.312%4.363%703,48029,4122024-12-31
FMR Inc4.107%2.091%457,7849,3762025-03-31
State Street Corp2.631%-1.789%293,296-5,3412025-03-31
Cooper Creek Partners Management LLC2.609%248.155%290,779207,2592025-03-31
State Street Corporation2.358%2.203%276,2605,9542024-03-31
Champlain Investment Partners, LLC2.139%-2.945%261,660-7,9402023-03-31
Dimensional Fund Advisors, Inc.2.343%15.678%261,15635,3942025-03-31
Fisher Asset Management, LLC2.082%44.671%232,07971,6602025-03-31
Armistice Capital, LLC1.889%72.685%210,55388,6242025-03-31
UBS Group AG1.612%229.883%179,621125,1712024-12-31
Baird Financial Group, Inc.1.434%-0.683%168,030-1,1552024-03-31
Manufacturers Life Insurance Co1.315%-21.562%161,637-44,4322022-09-30
Geode Capital Management, LLC1.297%-2.569%144,577-3,8122024-12-31
Jacobs Levy Equity Management, Inc.1.158%26.582%142,14729,8512022-09-30
Morgan Stanley - Brokerage Accounts1.144%-1.175%131,422-1,5622024-06-30
J. Goldman & Co LP1.074%251.834%119,68785,6692024-12-31
Bank of New York Mellon Corp1.068%-2.576%119,067-3,1482024-12-31
AQR Capital Management LLC1.052%-72.240%117,209-305,0082025-03-31
D. E. Shaw & Co LP1.045%-8.350%116,469-10,6112024-12-31
SouthernSun Asset Management, LLC0.991%-9.465%110,427-11,5452025-03-31
Southeastern Asset Management Inc0.954%0.000%106,31702025-03-31
Epoch Investment Partners Inc0.840%-29.592%103,153-43,3552022-12-31
TD Global Investment Solutions – TD Epoch0.841%-29.592%103,153-43,3552022-12-31
NORGES BANK0.919%-2.612%102,478-2,7492024-12-31
Marshall Wace Asset Management Ltd0.876%-26.828%100,623-36,8922024-06-30
Charles Schwab Investment Management Inc0.892%5.406%99,4575,1012025-03-31
Amvescap Plc.0.888%-9.724%99,018-10,6662024-12-31
Millennium Management LLC0.845%21.084%94,23116,4082024-12-31
Federated Hermes Inc0.715%71.793%87,90336,7352022-06-30
Renaissance Technologies Corp0.730%87.912%85,50040,0002024-03-31
Citadel Advisors Llc0.717%82.372%82,39037,2132024-09-30
Balyasny Asset Management LLC0.677%-57.212%80,894-108,1622023-12-31
Northern Trust Corp0.723%21.849%80,63214,4582024-12-31
Global Alpha Capital Management Ltd.0.678%0.000%77,83477,8342024-12-31
Man Group PLC0.655%171.416%76,68648,4322024-06-30
Point72 Asset Management, L.P.0.639%761.153%76,47967,5982023-09-30
Jarislowsky Fraser Ltd0.621%2.383%76,2951,7762022-09-30
Ameriprise Financial Inc0.621%397.810%75,69760,4912023-06-30
Columbia Mgmt Investment Advisers, LLC0.619%397.810%75,69760,4912023-06-30
Candlestick Capital Management LP0.615%-28.571%75,000-30,0002023-06-30
JPMorgan Chase & Co0.650%-26.740%74,592-27,2262024-09-30
Loomis, Sayles & Company LP0.634%-10.619%72,833-8,6532024-09-30
Squarepoint Ops LLC0.615%74.643%71,99530,7712024-03-31
TD Global Investment Solutions0.571%-13.614%70,117-11,0502022-12-31
TD Asset Management Inc0.572%-13.614%70,117-11,0502022-12-31
Holocene Advisors, LP0.558%1,309.890%68,30963,4642023-03-31
American Century Companies Inc0.552%1.326%67,2478802023-06-30
Wellington Management Company LLP0.546%-1.914%65,274-1,2742023-12-31
Goldman Sachs Group Inc0.532%7.931%63,5364,6692023-12-31

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 48 mutual fund holders of SAM own 44.91% of the company with a total of 5.2 million shares.

In the latest ownership report on April 30th 2025, the top 48 fund holders increased their combined ownership of SAM by 863 shares. 5 funds bought 2,156 total additional shares and increased their ownership by an average of 0.53%. However 4 funds sold 1,293 total shares and decreased their ownership by an average of 0.39%.

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 863 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.504%-0.016%279,128-452025-04-30
Vanguard Small Cap Index1.861%0.422%207,3668712025-04-30
Vanguard Small Cap Growth Index Inv1.036%-0.412%115,504-4782025-04-30
Vanguard Consumer Staples ETF0.675%0.692%75,2065172025-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.610%-1.101%67,942-7562025-04-30
Invesco S&P MidCap Quality ETF0.592%0.000%66,02702025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.453%0.469%50,5202362025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.453%0.469%50,5202362025-04-30
iShares S&P Mid-Cap 400 Value ETF0.435%0.614%48,4882962025-04-30
Schwab US Small-Cap ETF™0.367%-0.034%40,949-142025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.332%1.131%284,2783,1792023-03-31
iShares Core S&P Mid-Cap ETF2.504%-0.016%279,128-452025-04-30
Vanguard US Total Market Shares ETF2.454%22.704%275,96951,0632024-09-30
Vanguard Total Stock Mkt Idx Inv2.347%0.469%261,5561,2202025-03-31
Champlain Mid Cap Fund, LLC2.105%0.800%258,2602,0502023-03-31
Vanguard Small Cap Index1.861%0.422%207,3668712025-04-30
Fidelity® Blue Chip Growth1.422%0.000%173,37702023-11-30
T. Rowe Price Mid-Cap Growth1.508%0.000%169,60002024-12-31
T. Rowe Price US Mid-Cap Growth Equity1.508%-14.988%169,600-29,9002024-12-31
Fidelity Select Consumer Staples Port1.366%3.679%152,2005,4002025-03-31
Fidelity® Select Consumer Staples Port1.104%-3.720%134,600-5,2002023-10-31
Select Consumer Staples Port1.104%-3.720%134,600-5,2002023-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.169%-1.037%130,336-1,3662025-03-31
Champlain Mid Cap Adv1.063%-10.345%130,000-15,0002023-03-31
Vanguard Extended Market Index Investor1.056%-0.016%129,246-202023-08-31
Vanguard Small Cap Growth Index Inv1.036%-0.412%115,504-4782025-04-30
Longleaf Partners Small-Cap0.953%0.000%106,20402024-12-31
Fidelity® Mid-Cap Stock0.833%0.000%101,57202023-11-30
VIP Mid Cap Initial0.819%0.000%99,80002023-11-30
Fidelity® VIP Mid Cap Initial0.819%0.000%99,80002023-10-31
Baird Mid Cap Growth Institutional0.812%0.000%97,07802024-03-31
Fidelity Blue Chip Growth0.776%-45.868%93,852-79,5252023-12-31
T. Rowe Price US Small-Cap Core Equity0.814%-14.661%91,563-15,7302024-12-31
T. Rowe Price Small-Cap Stock0.753%-7.501%84,695-6,8682025-01-31
SouthernSun Small Cap0.746%-8.300%83,193-7,5302025-03-31
Fidelity Mid-Cap Stock0.692%0.000%79,86702024-08-31
Fidelity® Small Cap Stock0.639%0.000%77,87402023-08-31
Fidelity VIP Mid Cap Initial0.645%0.000%77,20002024-02-29
Fidelity® Small Cap Growth0.632%-0.122%77,041-942023-10-31
Vanguard Consumer Staples ETF0.675%0.692%75,2065172025-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.610%-1.101%67,942-7562025-04-30
Invesco S&P MidCap Quality ETF0.592%0.000%66,02702025-04-30
Fidelity Small Cap Growth0.549%-16.698%65,680-13,1662024-02-29
T. Rowe Price US Smlr Cm Eq A USD0.578%-45.919%64,552-54,8092025-02-28
T. Rowe Price U.S. SC Core Eq Tr-Z0.503%-22.675%57,766-16,9392024-09-30
FIAM Small Cap Core Composite0.493%-1.789%54,900-1,0002024-12-31
FIAM Small Cap Core CIT Cl B0.481%-2.368%53,600-1,3002025-02-28
T. Rowe Price Instl Small-Cap Stock0.445%1.793%51,0849002024-11-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.453%0.469%50,5202362025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.453%0.469%50,5202362025-04-30
iShares S&P Mid-Cap 400 Value ETF0.435%0.614%48,4882962025-04-30
Fidelity Extended Market Index0.428%2.043%47,6969552025-03-31
T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z0.415%-10.878%46,700-5,7002024-12-31
Calamos Market Neutral Income A0.413%70.754%46,07119,0902025-03-31
DFA US Targeted Value I0.399%35.911%44,50011,7582025-03-31
Fidelity Stock Selec0.389%2.589%43,3171,0932025-03-31
Schwab US Small-Cap ETF™0.367%-0.034%40,949-142025-04-30
SouthernSun Small Cap, N0.362%-10.249%40,363-4,6092024-12-31

Discussions

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145zip11/24/24 05:32am

$SAM why not Monday yet

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bullorbear10/12/24 11:42am

$SAM go green today and we gap up tomrrow

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Modok7/17/24 06:22am

$SAM How can this stock move so little? Damn

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unknownable6/21/24 02:30am

$SAM This is just getting warmed up.

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