Boston Beer Ownership | Who Owns Boston Beer?
Boston Beer Ownership Summary
Boston Beer is owned by 67.14% institutional investors, 9.99% insiders, and 22.87% retail investors. Vanguard group is the largest institutional shareholder, holding 7.27% of SAM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.46% of its assets in Boston Beer shares.
SAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Boston Beer | 67.14% | 9.99% | 22.87% |
| Sector | Consumer Defensive Stocks | 35.46% | 16.37% | 48.18% |
| Industry | Beer Stocks | 26.82% | 3.68% | 69.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 849.69K | 7.27% | $254.89M |
| Blackrock | 818.60K | 6.79% | $249.72M |
| Blackrock funding, inc. /de | 772.61K | 6.61% | $231.77M |
| T. rowe price investment management | 703.48K | 6.02% | $211.03M |
| Fmr | 448.41K | 3.84% | $134.51M |
| Aqr capital management | 422.22K | 3.61% | $125.82M |
| State street | 271.37K | 2.25% | $82.78M |
| Dimensional fund advisors lp | 225.76K | 1.93% | $67.72M |
| Ubs group | 179.62K | 1.54% | $53.88M |
| Fisher asset management | 160.42K | 1.37% | $48.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 121.97K | 4.56% | $36.59M |
| Arvin capital management lp | 42.80K | 4.12% | $13.06M |
| Savoir faire capital management | 14.13K | 2.28% | $4.21M |
| Global alpha capital management | 77.83K | 1.69% | $23.35M |
| Southeastern asset management inc/tn/ | 106.32K | 1.51% | $31.89M |
| Crawford fund management | 26.74K | 1.39% | $8.02M |
| Gagnon securities | 22.38K | 1.35% | $6.71M |
| Mesirow institutional investment management | 54.44K | 1.26% | $16.33M |
| Profit investment management | 4.85K | 1.17% | $1.45M |
| Cooper creek partners management | 83.52K | 0.77% | $25.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 179.62K | 0.01% | 125.17K |
| Norges bank | 102.48K | 0.00% | 102.48K |
| Cooper creek partners management | 83.52K | 0.77% | 83.52K |
| Global alpha capital management | 77.83K | 1.69% | 77.83K |
| Aqr capital management | 422.22K | 0.16% | 69.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baird financial group | - | - | -168.03K |
| J. goldman & co lp | - | - | -68.69K |
| Fmr | 448.41K | 0.01% | -52.41K |
| Prudential financial | - | - | -34.01K |
| Td asset management | - | - | -33.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 102.48K | 0.00% | 102.48K | $30.74M |
| Cooper creek partners management | 83.52K | 0.77% | 83.52K | $25.05M |
| Global alpha capital management | 77.83K | 1.69% | 77.83K | $23.35M |
| Arvin capital management lp | 42.80K | 4.12% | 42.80K | $13.06M |
| Savoir faire capital management | 14.13K | 2.28% | 14.13K | $4.21M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mather group, llc. | -1.00 |
| Global financial private client | -1.00 |
| Fernwood investment management | -2.00 |
| Sjs investment consulting | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 338 | -4.52% | 7,571,281 | 1.62% | 67 | 1.65% | 164 | 2.50% | 94 | -16.81% |
| Dec 31, 2024 | 325 | -6.07% | 7,070,968 | 1.60% | 60 | 1.71% | 144 | 5.88% | 105 | -13.22% |
| Sep 30, 2024 | 340 | -2.30% | 6,926,970 | -2.86% | 59 | 1.69% | 133 | -11.33% | 119 | -1.65% |
| Jun 30, 2024 | 343 | 0.29% | 7,100,425 | -2.02% | 58 | 1.63% | 147 | -4.55% | 120 | 15.38% |
| Mar 31, 2024 | 342 | -6.81% | 7,246,668 | -2.95% | 60 | 1.60% | 154 | 0.65% | 104 | -4.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 268.30K | 2.46% | -495.00 |
| Vanguard Total Stock Mkt Idx Inv | 268.02K | 2.46% | 1.55K |
| Vanguard US Total Market Shares ETF | 275.97K | 2.45% | 51.06K |
| Vanguard Small Cap Index | 199.47K | 1.83% | -8.66K |
| T. Rowe Price Mid-Cap Growth | 169.60K | 1.48% | - |
| T. Rowe Price US Mid-Cap Growth Equity | 169.60K | 1.48% | -29.90K |
| Fidelity Select Consumer Staples Port | 152.90K | 1.40% | -2.80K |
| Vanguard Institutional Extnd Mkt Idx Tr | 127.81K | 1.17% | -5.34K |
| Vanguard Small Cap Growth Index Inv | 112.35K | 1.03% | -2.27K |
| Longleaf Partners Small-Cap | 106.20K | 0.95% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell | $29.91K |
| Aug 08, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell | $101.63K |
| Mar 13, 2025 | VALETTE JEAN MICHEL | - | Sell | $206.31K |
| Mar 13, 2025 | VALETTE JEAN MICHEL | - | Sell | $593.27K |
| Jan 02, 2025 | O'Boyle Carolyn L. | Chief People Officer | Sell | $18.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 2 |
SAM Ownership FAQ
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