Boston Beer Ownership 2024 | Who Owns Boston Beer Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

23.39%

Insider Ownership

7.77%

Retail Ownership

68.83%

Institutional Holders

182.00

Boston Beer Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.32%0.17%890,717-40,382-4.34%271,153,000Mar 31, 2024
BLACKROCK INC.6.90%0.01%839,36811,9971.45%255,520,406Mar 31, 2024
VANGUARD GROUP INC6.45%0.00%784,429-134,073-14.60%238,795,875Mar 31, 2024
FMR LLC4.86%0.01%591,395-401,640-40.45%180,032,364Mar 31, 2024
STATE STREET CORP2.27%0.00%276,2605,9542.20%84,099,069Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.1.38%0.11%168,030-1,155-0.68%51,151,693Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.29%0.01%156,43414,42010.15%47,621,638Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.26%0.00%152,9526,3824.35%46,570,714Mar 31, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC1.20%4.93%145,38638,17435.61%44,258,406Mar 31, 2024
MARSHALL WACE, LLP1.13%0.06%137,515108,770378.40%41,862,317Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.04%0.01%126,100126,100100.00%38,387,362Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.01%0.01%123,4892,2391.85%37,592,648Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.94%0.06%114,7813,1642.83%34,941,632Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.90%0.01%109,9972,6852.50%33,485,287Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC0.89%0.02%107,773-733-0.68%32,808,377Mar 31, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/0.87%1.24%106,317--32,365,021Mar 31, 2024
INVESCO LTD.0.85%0.01%102,84626,67435.02%31,308,379Mar 31, 2024
CITADEL ADVISORS LLC0.80%0.01%96,82656,396139.49%29,475,771Mar 31, 2024
ARMISTICE CAPITAL, LLC0.79%0.39%96,19933,98854.63%29,284,900Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.70%0.04%85,50040,00087.91%26,028,000Mar 31, 2024

Boston Beer's largest institutional shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding 7.32% of the company's total share outstanding, currently valued at $271.15M. The top 10 institutional shareholders own together 34.05% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOUTHERNSUN ASSET MANAGEMENT, LLC1.20%4.93%145,38638,17435.61%44,258,406Mar 31, 2024
PROFIT INVESTMENT MANAGEMENT, LLC0.10%2.01%11,709--3,564,454Mar 31, 2024
CENTRE ASSET MANAGEMENT, LLC0.21%1.88%25,8972,54910.92%7,884,000Mar 31, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/0.87%1.24%106,317--32,365,021Mar 31, 2024
GAGNON SECURITIES LLC0.14%1.22%16,893800.48%5,142,567Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC0.09%0.78%10,665-1,082-9.21%3,246,639Mar 31, 2024
QV INVESTORS INC.0.17%0.55%20,810-250-1.19%6,335,000Mar 31, 2024
SUMMIT PLACE FINANCIAL ADVISORS, LLC0.02%0.49%2,7511,17074.00%837,459Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.44%600600100.00%182,652,000Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.05%0.43%6,5796,579100.00%2,002,779Mar 31, 2024
ARMISTICE CAPITAL, LLC0.79%0.39%96,19933,98854.63%29,284,900Mar 31, 2024
ASSET MANAGEMENT GROUP, INC.0.05%0.37%6,5071241.94%1,980,861Mar 31, 2024
PINE HAVEN INVESTMENT COUNSEL, INC0.01%0.37%1,384-5-0.36%421,317Mar 31, 2024
DIVERSIFIED INVESTMENT STRATEGIES, LLC0.01%0.34%1,6401,640100.00%499,249Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC0.05%0.32%5,4814,025276.44%1,668,526Mar 31, 2024
J. GOLDMAN & CO LP0.27%0.32%32,37732,377100.00%9,856,206Mar 31, 2024
PARTNERSHIP WEALTH MANAGEMENT, LLC0.01%0.29%1,37939440.00%419,795Mar 31, 2024
ICON ADVISERS INC/CO0.03%0.24%3,600--1,082,520Mar 31, 2024
BALANCED ROCK INVESTMENT ADVISOR0.01%0.21%82116224.58%249,929Mar 31, 2024
SEMUS WEALTH PARTNERS LLC0.01%0.21%83120031.70%252,973Mar 31, 2024

The largest Boston Beer shareholder by % of total assets is SOUTHERNSUN ASSET MANAGEMENT, LLC. The company owns 145.39K shares of Boston Beer (SAM), representing 4.93% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.04%0.01%126,100126,100100.00%38,387,362Mar 31, 2024
MARSHALL WACE, LLP1.13%0.06%137,515108,770378.40%41,862,317Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.64%0.00%77,60077,600100.00%23,622,992Mar 31, 2024
CITADEL ADVISORS LLC0.80%0.01%96,82656,396139.49%29,475,771Mar 31, 2024
BARCLAYS PLC0.66%0.01%80,00050,000166.67%24,354,000Mar 31, 2024
D. E. SHAW & CO., INC.0.52%0.02%63,73341,842191.14%19,401,600Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.70%0.04%85,50040,00087.91%26,028,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.51%0.01%61,63438,220163.24%18,762,622Mar 31, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC1.20%4.93%145,38638,17435.61%44,258,406Mar 31, 2024
ARMISTICE CAPITAL, LLC0.79%0.39%96,19933,98854.63%29,284,900Mar 31, 2024
J. GOLDMAN & CO LP0.27%0.32%32,37732,377100.00%9,856,206Mar 31, 2024
SQUAREPOINT OPS LLC0.59%0.04%71,99530,77174.64%21,916,718Mar 31, 2024
JPMORGAN CHASE & CO0.49%0.00%59,16728,45892.67%18,011,618Mar 31, 2024
BARCLAYS PLC0.49%0.01%59,69927,19483.66%18,173,000Mar 31, 2024
INVESCO LTD.0.85%0.01%102,84626,67435.02%31,308,379Mar 31, 2024
GOLDMAN SACHS GROUP INC0.45%0.00%54,85323,08572.67%16,698,457Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.18%0.00%21,81021,810100.00%6,639,400Mar 31, 2024
ALLIANCEBERNSTEIN L.P.0.25%0.00%30,94120,142186.52%9,419,059Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.37%0.01%44,60019,60078.40%13,577,132Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.32%0.03%39,00617,93385.10%11,874,207Mar 31, 2024

As of Mar 31 2024, Boston Beer's largest institutional buyer is SUSQUEHANNA INTERNATIONAL GROUP, LLP. The company purchased 126.10K stocks of SAM, valued at $38.39M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC4.86%0.01%591,395-401,640-40.45%180,032,364Mar 31, 2024
VANGUARD GROUP INC6.45%0.00%784,429-134,073-14.60%238,795,875Mar 31, 2024
CANDLESTICK CAPITAL MANAGEMENT LP----125,000-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.----64,700-100.00%-Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.13%0.01%16,229-64,665-79.94%4,940,432Mar 31, 2024
CITADEL ADVISORS LLC0.36%0.00%43,900-51,100-53.79%13,364,038Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP0.12%0.00%14,627-50,647-77.59%4,452,751Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----46,155-100.00%-Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.32%0.17%890,717-40,382-4.34%271,153,000Mar 31, 2024
FIRST TRUST ADVISORS LP0.10%0.00%12,110-32,165-72.65%3,686,526Mar 31, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----19,601-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----18,662-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----18,100-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC0.32%0.00%39,300-17,400-30.69%11,963,706Mar 31, 2024
BARCLAYS PLC----15,100-100.00%-Mar 31, 2024
ALGERT GLOBAL LLC0.02%0.03%2,361-14,928-86.34%719,000Mar 31, 2024
WALLEYE TRADING LLC0.03%0.00%3,500-11,400-76.51%1,065,470Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.39%0.01%47,657-8,695-15.43%14,507,791Mar 31, 2024
ROYAL BANK OF CANADA0.12%0.00%14,258-8,584-37.58%4,340,000Mar 31, 2024
WALLEYE CAPITAL LLC0.00%0.00%600-8,200-93.18%182,652Mar 31, 2024

As of Mar 31 2024, Boston Beer's biggest institutional seller is FMR LLC. The company sold -0.40M shares of SAM, valued at $180.03M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.04%0.01%126,100126,100100.00%38,387,362Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.64%0.00%77,60077,600100.00%23,622,992Mar 31, 2024
J. GOLDMAN & CO LP0.27%0.32%32,37732,377100.00%9,856,206Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.18%0.00%21,81021,810100.00%6,639,400Mar 31, 2024
ONTARIO TEACHERS PENSION PLAN BOARD0.09%0.03%10,95010,950100.00%3,333,399Mar 31, 2024
UBS GROUP AG0.08%0.00%10,00010,000100.00%3,044,200Mar 31, 2024
NATIXIS0.08%0.02%10,00010,000100.00%3,044,200Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.06%0.07%7,0197,019100.00%2,136,724Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.05%0.43%6,5796,579100.00%2,002,779Mar 31, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.04%0.14%4,9354,935100.00%1,502,000Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.04%0.00%4,7004,700100.00%1,430,774Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.03%0.00%3,9123,912100.00%1,190,891Mar 31, 2024
ING GROEP NV0.03%0.01%3,5003,500100.00%1,065,470Mar 31, 2024
STRS OHIO0.03%0.00%3,4153,415100.00%1,039,000Mar 31, 2024
HSBC HOLDINGS PLC0.02%0.00%2,6902,690100.00%818,890Mar 31, 2024
XTX TOPCO LTD0.02%0.09%2,3012,301100.00%700,470Mar 31, 2024
PDT PARTNERS, LLC0.02%0.06%2,1942,194100.00%667,897Mar 31, 2024
EXCHANGE TRADED CONCEPTS, LLC0.02%0.02%2,1162,116100.00%644,153Mar 31, 2024
DIVERSIFIED INVESTMENT STRATEGIES, LLC0.01%0.34%1,6401,640100.00%499,249Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%1,6211,621100.00%493,000Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC0.01%0.00%1,1561,156100.00%351,910Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.01%0.07%1,0821,082100.00%329,382Mar 31, 2024
VISE TECHNOLOGIES, INC.0.01%0.06%1,0071,007100.00%306,551Mar 31, 2024
CERITY PARTNERS LLC0.01%0.00%994994100.00%302,367Mar 31, 2024
CIPHER CAPITAL LP0.01%0.11%808808100.00%245,971Mar 31, 2024
FOGUTH WEALTH MANAGEMENT, LLC.0.01%0.13%798798100.00%242,927Mar 31, 2024
GREAT VALLEY ADVISOR GROUP, INC.0.01%0.01%770770100.00%234,088Mar 31, 2024
PETRUS TRUST COMPANY, LTA0.01%0.02%687687100.00%209,137Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.44%600600100.00%182,652,000Mar 31, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.03%373373100.00%113,549Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.00%0.00%365365100.00%111,113Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0.00%0.00%328328100.00%94,851Mar 31, 2024
0.00%0.00%100100100.00%28,382Mar 31, 2024
HILLTOP NATIONAL BANK0.00%0.01%5050100.00%15,221Mar 31, 2024
DAGCO, INC.0.00%0.01%5050100.00%15,221Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%3535100.00%10,654Mar 31, 2024
0.00%-1010100.00%3,044Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC--55100.00%1,504,000Mar 31, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC-0.00%44100.00%1,218Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC-0.00%22100.00%609,000Mar 31, 2024
TFC FINANCIAL MANAGEMENT, INC.-0.00%11100.00%305Mar 31, 2024
SJS INVESTMENT CONSULTING INC.-0.00%11100.00%305Mar 31, 2024

Boston Beer's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 126.10K shares, valued at $38.39M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CANDLESTICK CAPITAL MANAGEMENT LP----125,000-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.----64,700-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----46,155-100.00%-Mar 31, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----19,601-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----18,662-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----18,100-100.00%-Mar 31, 2024
BARCLAYS PLC----15,100-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----8,200-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----4,627-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----4,557-100.00%-Mar 31, 2024
OAK THISTLE LLC----4,557-100.00%-Mar 31, 2024
SHAKER INVESTMENTS LLC/OH----3,443-100.00%-Mar 31, 2024
XR SECURITIES LLC----2,800-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----2,588-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----2,478-100.00%-Mar 31, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC----2,437-100.00%-Mar 31, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT----2,298-100.00%-Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC----2,230-100.00%-Mar 31, 2024
ENGINEERS GATE MANAGER LP----2,210-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----2,140-100.00%-Mar 31, 2024
QUANTINNO CAPITAL MANAGEMENT LP----1,726-100.00%-Mar 31, 2024
MILLENNIUM MANAGEMENT LLC----1,600-100.00%-Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS----1,490-100.00%-Mar 31, 2024
NAPATREE CAPITAL LLC----1,447-100.00%-Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC----1,256-100.00%-Mar 31, 2024
TWINBEECH CAPITAL LP----1,064-100.00%-Mar 31, 2024
SIMMONS BANK----1,037-100.00%-Mar 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC----1,037-100.00%-Mar 31, 2024
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO----1,031-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----1,004-100.00%-Mar 31, 2024
CAMELOT PORTFOLIOS, LLC----980-100.00%-Mar 31, 2024
KOSS-OLINGER CONSULTING, LLC----916-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----912-100.00%-Mar 31, 2024
PRIVATE ADVISOR GROUP, LLC----781-100.00%-Mar 31, 2024
SMITH GROUP ASSET MANAGEMENT, LLC----730-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----700-100.00%-Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----695-100.00%-Mar 31, 2024
MARYLAND STATE RETIREMENT & PENSION SYSTEM----680-100.00%-Mar 31, 2024
SCIENTECH RESEARCH LLC----663-100.00%-Mar 31, 2024
DAKOTA WEALTH MANAGEMENT----662-100.00%-Mar 31, 2024
CRESSET ASSET MANAGEMENT, LLC----619-100.00%-Mar 31, 2024
ENVESTNET PORTFOLIO SOLUTIONS, INC.----609-100.00%-Mar 31, 2024
SOVEREIGN FINANCIAL GROUP, INC.----600-100.00%-Mar 31, 2024
MISSION WEALTH MANAGEMENT, LP----583-100.00%-Mar 31, 2024
ENTRYPOINT CAPITAL, LLC----391-100.00%-Mar 31, 2024
ORG PARTNERS LLC----160-100.00%-Mar 31, 2024
LM ADVISORS LLC----150-100.00%-Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC----100-100.00%-Mar 31, 2024
VENTURI WEALTH MANAGEMENT, LLC----38-100.00%-Mar 31, 2024
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.----24-100.00%-Mar 31, 2024
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS----19-100.00%-Mar 31, 2024
FIRST HORIZON ADVISORS, INC.----17-100.00%-Mar 31, 2024
CLEARSTEAD ADVISORS, LLC----10-100.00%-Mar 31, 2024
O'DELL GROUP, LLC----10-100.00%-Mar 31, 2024
TSFG, LLC----10-100.00%-Mar 31, 2024
TOTH FINANCIAL ADVISORY CORP----8-100.00%-Mar 31, 2024
CAPITAL ADVISORS, LTD. LLC----4-100.00%-Mar 31, 2024
VERSANT CAPITAL MANAGEMENT, INC----2-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----1-100.00%-Mar 31, 2024
BELL INVESTMENT ADVISORS, INC----1-100.00%-Mar 31, 2024

Boston Beer's largest sold out institutional shareholder by shares sold is CANDLESTICK CAPITAL MANAGEMENT LP, sold -0.13M shares, valued at -, as of undefined.

Boston Beer Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VOYAGEUR MUTUAL FUNDS III1.62%15,975--Jan 31, 2024
Centre Funds0.38%22,6231,0744.98%Dec 31, 2023
AMERICAN CENTURY GROWTH FUNDS, INC.0.23%36,473-6,602-15.33%Jan 31, 2024
DUPREE MUTUAL FUNDS0.20%1,975,000--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.13%136,044--Dec 29, 2023
DUPREE MUTUAL FUNDS0.10%1,000,000--Mar 31, 2024
Transparent Value Trust0.09%1,473--Dec 31, 2023
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC.0.09%36,148--Feb 29, 2024
AGF Investments Trust0.09%-3,204129-3.87%Dec 31, 2023
DUPREE MUTUAL FUNDS0.08%750,000--Mar 31, 2024
Clough Global Equity Fund0.07%4,254--Jan 31, 2024
HARTFORD HLS SERIES FUND II INC0.05%12,7798787.38%Dec 31, 2023
DUPREE MUTUAL FUNDS0.05%500,000--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.05%173,822-200-0.11%Dec 31, 2023
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.05%42,419--Jan 31, 2024
COPLEY FUND INC /NV/0.04%500--Nov 30, 2022
AMG FUNDS0.03%3,700--Jan 31, 2024
SPARROW FUNDS0.03%110--Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS0.03%25,625-2,059-7.44%Dec 31, 2023
Infusive US Trust0.02%104--Mar 31, 2022
DUPREE MUTUAL FUNDS0.02%210,000--Mar 31, 2024
Clough Funds Trust0.02%884--Jan 31, 2023
T. Rowe Price Mid-Cap Growth Fund, Inc.0.02%249,400-600-0.24%Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.02%76,289-1,172-1.51%Dec 29, 2023
LONGLEAF PARTNERS FUNDS TRUST0.02%106,204--Mar 31, 2024
DUPREE MUTUAL FUNDS0.02%165,000--Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.02%45,703--Dec 31, 2023
T. Rowe Price New Horizons Fund, Inc.0.01%208,151--Dec 31, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.01%5,778-323-5.29%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%6,295--Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST0.01%26-503-95.09%Jan 31, 2021
DUPREE MUTUAL FUNDS0.01%125,000--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%108,300-7,600-6.56%Dec 31, 2023
Natixis ETF Trust II0.01%136--Dec 31, 2023
Chesapeake Investment Trust0.01%599--Jan 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.01%1,462--Dec 31, 2023
GABELLI EQUITY SERIES FUNDS INC0.01%7,500--Dec 29, 2023
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.01%4,924--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.01%22,650-2,150-8.67%Dec 31, 2023
T. Rowe Price Quantitative Management Funds, Inc.0.01%28,200--Dec 31, 2023
T. Rowe Price Equity Funds, Inc.0.01%126,8533000.24%Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.01%420420-Feb 29, 2024
TAX-MANAGED GROWTH PORTFOLIO0.01%2,200--Dec 31, 2023
LORD ABBETT RESEARCH FUND INC0.01%6,083--Feb 29, 2024
GABELLI ASSET FUND0.01%2,000--Dec 29, 2023
FIDELITY DESTINY PORTFOLIOS0.01%10,0038008.69%Dec 31, 2023
Federated Hermes Index Trust0.01%1,130-38-3.25%Jan 31, 2024
FIDELITY CAPITAL TRUST0.00%52,983--Jan 31, 2024
TETON WESTWOOD FUNDS0.00%3,160--Dec 29, 2023
VANGUARD ADMIRAL FUNDS0.00%19,170-429-2.19%Feb 29, 2024
ALLSPRING VARIABLE TRUST0.00%2,300--Dec 31, 2023
Fidelity Central Investment Portfolios LLC0.00%80,850--Feb 29, 2024
AMG FUNDS III0.00%665--Feb 29, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.00%6,400--Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.00%350--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 50.00%1,850--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.00%25,966--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,926--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%12,811-32,205-71.54%Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,431--Dec 31, 2023
Federated Hermes MDT Series0.00%7,784--Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.00%188--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.00%7,031--Dec 31, 2023
MERIDIAN FUND INC0.00%10,000--Dec 29, 2023
SYNTAX ETF TRUST0.00%8955.95%Dec 31, 2023
T. Rowe Price Equity Series, Inc.0.00%4,522150.33%Dec 31, 2023
GABELLI EQUITY TRUST INC0.00%3,400--Dec 29, 2023
EntrepreneurShares Series Trust0.00%632--Dec 31, 2023
TrimTabs ETF Trust0.00%1,493--Jan 31, 2024
Tactical Investment Series Trust0.00%470--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.00%13,622--Dec 31, 2023
Northern Lights Variable Trust0.00%2,015--Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%131,300-800-0.61%Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.00%20,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%927,707143,40718.28%Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%4,198--Feb 29, 2024
Listed Funds Trust0.00%871--Feb 29, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.00%7--Jan 31, 2024
Natixis Funds Trust IV0.00%50481.61%Jan 31, 2024
GABELLI DIVIDEND & INCOME TRUST0.00%2,500--Dec 29, 2023
VANGUARD EXPLORER FUND0.00%16,7577,47880.59%Jan 31, 2024
FRANKLIN FUND ALLOCATOR SERIES0.00%1,695--Jan 31, 2024
BOSTON TRUST WALDEN FUNDS0.00%3,375--Dec 29, 2023
SCM Trust0.00%3,600--Dec 31, 2023
FIDELITY SECURITIES FUND0.00%107,432-236,209-68.74%Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.00%217--Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND0.00%20,450-74,900-78.55%Dec 31, 2023
FIDELITY PURITAN TRUST0.00%54,248-68,869-55.94%Feb 29, 2024
Bernstein Fund Inc0.00%9,930--Dec 31, 2023
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%33,778--Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.00%526-26-4.71%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%206-79-27.72%Dec 31, 2023
ANCHOR SERIES TRUST0.00%28,112--Sep 30, 2021
PFM Multi-Manager Series Trust0.00%700--Dec 31, 2023
Calvert Variable Products, Inc.0.00%2,080-40-1.89%Dec 31, 2023
OAK ASSOCIATES FUNDS0.00%935--Jan 31, 2024
FIDELITY MT VERNON STREET TRUST0.00%22,500-6,900-23.47%Feb 29, 2024
BRIDGEWAY FUNDS INC0.00%1,800--Dec 29, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%58,21423,01665.39%Jan 31, 2024
North Square Investments Trust0.00%6,6103,960149.43%Feb 29, 2024

Boston Beer's largest mutual fund holder by % of total assets is "VOYAGEUR MUTUAL FUNDS III", owning 15.97K shares, compromising 1.62% of its total assets.

Boston Beer Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24182-49.30%
31 Dec, 233596.53%
30 Sep, 233379.77%
30 Jun, 23307-2.23%
31 Mar, 23314-5.71%
31 Dec, 223339.90%
30 Sep, 22303-5.31%
30 Jun, 22320-3.32%
31 Mar, 22331-18.47%
31 Dec, 214063.05%
30 Sep, 21394-15.45%
30 Jun, 2146610.17%
31 Mar, 214232.92%
31 Dec, 204117.31%
30 Sep, 2038312.98%
30 Jun, 2033913.76%
31 Mar, 20298-1.65%
31 Dec, 19303-3.50%
30 Sep, 1931411.35%
30 Jun, 192821.81%
31 Mar, 192774.53%
31 Dec, 182650.76%
30 Sep, 18263-2.59%
30 Jun, 182704.25%
31 Mar, 18259-5.47%
31 Dec, 172747.45%
30 Sep, 172556.69%
30 Jun, 17239-0.83%
31 Mar, 17241-2.03%
31 Dec, 1624610.81%
30 Sep, 162223.26%
30 Jun, 162150.94%
31 Mar, 16213-5.33%
31 Dec, 15225-2.60%
30 Sep, 15231-2.12%
30 Jun, 15236-3.28%
31 Mar, 1524416.75%
31 Dec, 142099.42%
30 Sep, 141912.14%
30 Jun, 14187-0.53%
31 Mar, 141881.08%
31 Dec, 131865.08%
30 Sep, 131773.51%
30 Jun, 13171119.23%
31 Mar, 137827.87%
31 Dec, 1261-6.15%
30 Sep, 12658.33%
30 Jun, 1260-10.45%
31 Mar, 12674.69%
31 Dec, 116423.08%
30 Sep, 11521.96%
30 Jun, 11514.08%
31 Mar, 1149-
31 Dec, 104916.67%
30 Sep, 1042-14.29%
30 Jun, 104919.51%
31 Mar, 104124.24%
31 Dec, 093313.79%
30 Sep, 09297.41%
30 Jun, 092780.00%
31 Mar, 0915-50.00%
31 Dec, 0830-3.23%
30 Sep, 08313.33%
30 Jun, 0830-3.23%
31 Mar, 083114.81%
31 Dec, 072722.73%
30 Sep, 0722-26.67%
30 Jun, 073036.36%
31 Mar, 0722-26.67%
31 Dec, 063011.11%
30 Sep, 062768.75%
30 Jun, 06166.67%
31 Mar, 061515.38%
31 Dec, 0513-13.33%
30 Sep, 0515-
30 Jun, 0515-6.25%
31 Mar, 051623.08%
31 Dec, 0413-18.75%
30 Sep, 041645.45%
30 Jun, 0411-26.67%
31 Mar, 041550.00%
31 Dec, 031025.00%
30 Sep, 038-
30 Jun, 038-27.27%
31 Mar, 0311-8.33%
31 Dec, 0212100.00%
30 Sep, 026-
30 Jun, 026-14.29%
31 Mar, 027133.33%
31 Dec, 013-40.00%
30 Sep, 015-16.67%
30 Jun, 01620.00%
31 Mar, 01566.67%
31 Dec, 003-40.00%
30 Sep, 005-16.67%
30 Jun, 00650.00%
31 Mar, 004100.00%
31 Dec, 992-50.00%
30 Sep, 994-42.86%
30 Jun, 997-12.50%
31 Mar, 998-

As of 31 Mar 24, 182 institutions are holding Boston Beer's shares, representing a decrease of -49.30% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 242,845,922-61.84%
31 Dec, 237,457,415-3.75%
30 Sep, 237,747,774-0.68%
30 Jun, 237,800,996-2.60%
31 Mar, 238,009,506-1.58%
31 Dec, 228,137,997-3.57%
30 Sep, 228,439,474-0.61%
30 Jun, 228,491,43011.52%
31 Mar, 227,614,1970.35%
31 Dec, 217,587,366-5.77%
30 Sep, 218,052,135-9.03%
30 Jun, 218,851,8620.90%
31 Mar, 218,772,9631.75%
31 Dec, 208,621,9901.82%
30 Sep, 208,467,867-2.83%
30 Jun, 208,714,577-1.96%
31 Mar, 208,888,6151.16%
31 Dec, 198,786,943-1.47%
30 Sep, 198,918,2551.27%
30 Jun, 198,806,2860.53%
31 Mar, 198,759,7781.81%
31 Dec, 188,603,694-0.29%
30 Sep, 188,628,7791.72%
30 Jun, 188,483,267-2.34%
31 Mar, 188,686,4180.61%
31 Dec, 178,633,479-3.27%
30 Sep, 178,925,0112.60%
30 Jun, 178,698,750-3.48%
31 Mar, 179,012,4321.73%
31 Dec, 168,859,4055.79%
30 Sep, 168,374,334-41.33%
30 Jun, 1614,274,40464.77%
31 Mar, 168,663,1612.69%
31 Dec, 158,436,117-52.20%
30 Sep, 1517,650,061105.94%
30 Jun, 158,570,406-0.45%
31 Mar, 158,609,0276.29%
31 Dec, 148,099,2734.67%
30 Sep, 147,737,7370.50%
30 Jun, 147,699,239-0.45%
31 Mar, 147,734,4275.65%
31 Dec, 137,320,550-7.80%
30 Sep, 137,939,4381.08%
30 Jun, 137,854,892143.35%
31 Mar, 133,227,834-27.47%
31 Dec, 124,450,22113.71%
30 Sep, 123,913,55315.56%
30 Jun, 123,386,5408.34%
31 Mar, 123,125,98452.96%
31 Dec, 112,043,706-9.99%
30 Sep, 112,270,601-10.63%
30 Jun, 112,540,72511.15%
31 Mar, 112,285,89219.58%
31 Dec, 101,911,67511.59%
30 Sep, 101,713,147-11.53%
30 Jun, 101,936,3816.94%
31 Mar, 101,810,78026.77%
31 Dec, 091,428,37846.14%
30 Sep, 09977,372-60.16%
30 Jun, 092,452,947153.68%
31 Mar, 09966,950-44.20%
31 Dec, 081,732,929112.50%
30 Sep, 08815,478-20.14%
30 Jun, 081,021,1570.06%
31 Mar, 081,020,535-12.45%
31 Dec, 071,165,7251.77%
30 Sep, 071,145,463-15.11%
30 Jun, 071,349,35377.51%
31 Mar, 07760,141-49.98%
31 Dec, 061,519,58312.78%
30 Sep, 061,347,37122.46%
30 Jun, 061,100,27660.87%
31 Mar, 06683,96416.06%
31 Dec, 05589,33530.98%
30 Sep, 05449,942-12.52%
30 Jun, 05514,312-34.27%
31 Mar, 05782,42312.20%
31 Dec, 04697,348-0.66%
30 Sep, 04701,96417.22%
30 Jun, 04598,84835.40%
31 Mar, 04442,267-2.91%
31 Dec, 03455,53637.46%
30 Sep, 03331,405-23.29%
30 Jun, 03432,037-18.76%
31 Mar, 03531,779-48.23%
31 Dec, 021,027,261202.07%
30 Sep, 02340,077211.03%
30 Jun, 02109,338-58.40%
31 Mar, 02262,832244.65%
31 Dec, 0176,260-50.25%
30 Sep, 01153,287-40.98%
30 Jun, 01259,72947.49%
31 Mar, 01176,10518.67%
31 Dec, 00148,405-75.08%
30 Sep, 00595,513124.97%
30 Jun, 00264,71376.82%
31 Mar, 00149,70547.04%
31 Dec, 99101,810-75.12%
30 Sep, 99409,239-20.03%
30 Jun, 99511,729-29.56%
31 Mar, 99726,495-

Boston Beer (SAM) has 2.85M shares outstanding as of 31 Mar 24, down -61.84% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2423.39%0.63%
31 Dec, 2360.99%1.53%
30 Sep, 2363.15%1.57%
30 Jun, 2363.38%1.50%
31 Mar, 2365.07%1.49%
31 Dec, 2266.07%1.41%
30 Sep, 2268.50%1.44%
30 Jun, 2268.93%1.80%
31 Mar, 2261.90%1.62%
31 Dec, 2161.77%1.44%
30 Sep, 2165.56%1.26%
30 Jun, 2172.07%1.41%
31 Mar, 2171.49%1.43%
31 Dec, 2070.79%1.47%
30 Sep, 2069.29%1.36%
30 Jun, 2071.45%1.34%
31 Mar, 2073.12%1.34%
31 Dec, 1973.93%1.36%
30 Sep, 1973.71%1.27%
30 Jun, 1976.14%1.32%
31 Mar, 1976.01%1.39%
31 Dec, 1874.03%1.33%
30 Sep, 1874.55%1.41%
30 Jun, 1872.60%1.32%
31 Mar, 1874.04%1.44%
31 Dec, 1771.74%1.27%
30 Sep, 1775.09%1.49%
30 Jun, 1770.97%1.36%
31 Mar, 1772.27%1.45%
31 Dec, 1670.69%1.56%
30 Sep, 1667.27%0.53%
30 Jun, 16113.16%2.47%
31 Mar, 1667.66%1.64%
31 Dec, 1564.28%0.36%
30 Sep, 15133.88%3.24%
30 Jun, 1564.24%1.53%
31 Mar, 1564.84%1.66%
31 Dec, 1462.46%1.78%
30 Sep, 1459.30%1.70%
30 Jun, 1459.05%1.66%
31 Mar, 1459.60%1.81%
31 Dec, 1357.34%1.48%
30 Sep, 1362.33%1.67%
30 Jun, 1361.05%9.76%
31 Mar, 1325.01%2.11%
31 Dec, 1234.46%3.77%
30 Sep, 1230.24%4.39%
30 Jun, 1226.23%4.37%
31 Mar, 1224.50%9.93%
31 Dec, 1115.71%5.09%
30 Sep, 1117.56%4.76%
30 Jun, 1119.21%6.48%
31 Mar, 1117.22%8.79%
31 Dec, 1013.99%8.80%
30 Sep, 1012.61%6.44%
30 Jun, 1013.99%8.32%
31 Mar, 1012.97%12.57%
31 Dec, 0910.16%20.87%
30 Sep, 096.98%2.30%
30 Jun, 0917.43%36.94%
31 Mar, 096.87%4.44%
31 Dec, 0812.44%36.33%
30 Sep, 085.85%10.82%
30 Jun, 087.35%13.55%
31 Mar, 087.37%10.92%
31 Dec, 078.21%12.68%
30 Sep, 078.05%8.92%
30 Jun, 079.50%32.77%
31 Mar, 075.38%4.50%
31 Dec, 0610.93%11.58%
30 Sep, 069.72%15.55%
30 Jun, 067.90%32.44%
31 Mar, 064.94%28.36%
31 Dec, 054.17%40.80%
30 Sep, 053.20%24.58%
30 Jun, 053.61%12.01%
31 Mar, 055.48%22.49%
31 Dec, 044.94%20.09%
30 Sep, 044.96%27.58%
30 Jun, 044.24%42.60%
31 Mar, 043.15%32.95%
31 Dec, 033.09%56.67%
30 Sep, 032.34%28.50%
30 Jun, 032.86%25.07%
31 Mar, 033.38%8.28%
31 Dec, 026.39%139.24%
30 Sep, 022.14%479.15%
30 Jun, 020.67%25.88%
31 Mar, 021.61%744.60%
31 Dec, 010.46%53.24%
30 Sep, 010.93%37.53%
30 Jun, 011.58%138.26%
31 Mar, 011.07%158.13%
31 Dec, 000.82%7.61%
30 Sep, 003.29%156.47%
30 Jun, 001.45%230.01%
31 Mar, 000.79%323.58%
31 Dec, 990.50%12.47%
30 Sep, 991.99%30.45%
30 Jun, 992.56%19.39%
31 Mar, 993.63%-

As of 31 Mar 24, Boston Beer is held by 23.39% institutional shareholders, representing a 0.63% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2477-49.34%
31 Dec, 231525.56%
30 Sep, 2314413.39%
30 Jun, 23127-3.79%
31 Mar, 23132-13.16%
31 Dec, 2215210.95%
30 Sep, 22137-9.27%
30 Jun, 22151-11.18%
31 Mar, 22170-5.56%
31 Dec, 21180-2.70%
30 Sep, 21185-19.91%
30 Jun, 2123119.07%
31 Mar, 21194-1.02%
31 Dec, 2019610.11%
30 Sep, 201789.88%
30 Jun, 2016258.82%
31 Mar, 20102-19.69%
31 Dec, 19127-10.56%
30 Sep, 1914215.45%
30 Jun, 19123-0.81%
31 Mar, 1912415.89%
31 Dec, 181078.08%
30 Sep, 1899-15.38%
30 Jun, 181172.63%
31 Mar, 18114-6.56%
31 Dec, 1712210.91%
30 Sep, 171101.85%
30 Jun, 17108-22.86%
31 Mar, 1714030.84%
31 Dec, 161073.88%
30 Sep, 16103-6.36%
30 Jun, 1611013.40%
31 Mar, 1697-7.62%
31 Dec, 15105-16.00%
30 Sep, 151256.84%
30 Jun, 15117-20.41%
31 Mar, 1514742.72%
31 Dec, 1410313.19%
30 Sep, 14918.33%
30 Jun, 1484-1.18%
31 Mar, 1485-9.57%
31 Dec, 13949.30%
30 Sep, 1386-28.33%
30 Jun, 13120192.68%
31 Mar, 134128.13%
31 Dec, 1232-8.57%
30 Sep, 12356.06%
30 Jun, 1233-21.43%
31 Mar, 124231.25%
31 Dec, 113239.13%
30 Sep, 1123-14.81%
30 Jun, 112735.00%
31 Mar, 1120-28.57%
31 Dec, 1028115.38%
30 Sep, 1013-40.91%
30 Jun, 1022-8.33%
31 Mar, 10249.09%
31 Dec, 092237.50%
30 Sep, 0916-23.81%
30 Jun, 0921200.00%
31 Mar, 097-63.16%
31 Dec, 081935.71%
30 Sep, 0814-22.22%
30 Jun, 0818-10.00%
31 Mar, 082042.86%
31 Dec, 0714-6.67%
30 Sep, 0715-21.05%
30 Jun, 071990.00%
31 Mar, 0710-9.09%
31 Dec, 0611-38.89%
30 Sep, 061850.00%
30 Jun, 061250.00%
31 Mar, 06814.29%
31 Dec, 057-12.50%
30 Sep, 058-
30 Jun, 058-
31 Mar, 05860.00%
31 Dec, 045-44.44%
30 Sep, 049-
30 Jun, 049-18.18%
31 Mar, 0411120.00%
31 Dec, 035-
30 Sep, 03525.00%
30 Jun, 034-33.33%
31 Mar, 036-50.00%
31 Dec, 0212140.00%
30 Sep, 02525.00%
30 Jun, 024-20.00%
31 Mar, 025400.00%
31 Dec, 011-75.00%
30 Sep, 014-
30 Jun, 014-
31 Mar, 014300.00%
31 Dec, 001-66.67%
30 Sep, 003-
30 Jun, 00350.00%
31 Mar, 002-
31 Dec, 992-33.33%
30 Sep, 99350.00%
30 Jun, 992-75.00%
31 Mar, 998-

77 institutional shareholders have increased their position in SAM stock as of 31 Mar 24 compared to 152 in the previous quarter (a -49.34% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2450-52.83%
31 Dec, 23106-
30 Sep, 2310610.42%
30 Jun, 2396-4.95%
31 Mar, 23101-2.88%
31 Dec, 2210416.85%
30 Sep, 22898.54%
30 Jun, 22821.23%
31 Mar, 2281-40.44%
31 Dec, 2113621.43%
30 Sep, 21112-11.81%
30 Jun, 21127-12.41%
31 Mar, 211457.41%
31 Dec, 201351.50%
30 Sep, 2013318.75%
30 Jun, 20112-4.27%
31 Mar, 2011710.38%
31 Dec, 1910617.78%
30 Sep, 1990-9.09%
30 Jun, 19998.79%
31 Mar, 1991-11.65%
31 Dec, 181037.29%
30 Sep, 18966.67%
30 Jun, 1890-
31 Mar, 1890-11.76%
31 Dec, 1710220.00%
30 Sep, 178523.19%
30 Jun, 176932.69%
31 Mar, 1752-33.33%
31 Dec, 167813.04%
30 Sep, 166921.05%
30 Jun, 1657-16.18%
31 Mar, 1668-9.33%
31 Dec, 157517.19%
30 Sep, 1564-8.57%
30 Jun, 157018.64%
31 Mar, 1559-13.24%
31 Dec, 146811.48%
30 Sep, 14618.93%
30 Jun, 1456-9.68%
31 Mar, 146216.98%
31 Dec, 1353-1.85%
30 Sep, 1354107.69%
30 Jun, 132623.81%
31 Mar, 13215.00%
31 Dec, 122011.11%
30 Sep, 121820.00%
30 Jun, 1215-
31 Mar, 1215-11.76%
31 Dec, 111721.43%
30 Sep, 1114-12.50%
30 Jun, 1116-15.79%
31 Mar, 111990.00%
31 Dec, 1010-44.44%
30 Sep, 101820.00%
30 Jun, 101587.50%
31 Mar, 10860.00%
31 Dec, 095-28.57%
30 Sep, 09775.00%
30 Jun, 094-20.00%
31 Mar, 095-
31 Dec, 085-50.00%
30 Sep, 0810-
30 Jun, 081011.11%
31 Mar, 089-10.00%
31 Dec, 0710100.00%
30 Sep, 075-
30 Jun, 07566.67%
31 Mar, 073-66.67%
31 Dec, 069125.00%
30 Sep, 064-
30 Jun, 06--100.00%
31 Mar, 062-50.00%
31 Dec, 054-
30 Sep, 054-
30 Jun, 054-20.00%
31 Mar, 05525.00%
31 Dec, 044-
30 Sep, 044-
30 Jun, 04--100.00%
31 Mar, 042-33.33%
31 Dec, 03350.00%
30 Sep, 032-33.33%
30 Jun, 033-
31 Mar, 033-
31 Dec, 02--
30 Sep, 02--
30 Jun, 02--
31 Mar, 02--100.00%
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 01--100.00%
31 Dec, 001-
30 Sep, 00--100.00%
30 Jun, 001-
31 Mar, 001-
31 Dec, 99--
30 Sep, 99--100.00%
30 Jun, 993-
31 Mar, 99--

50 institutional shareholders have reduced their position in SAM stock as of 31 Mar 24 compared to 106 in the previous quarter (a -52.83% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24182-49.30%2,845,922-61.84%23.39%0.63%77-49.34%50-52.83%
31 Dec, 233596.53%7,457,415-3.75%60.99%1.53%1525.56%106-
30 Sep, 233379.77%7,747,774-0.68%63.15%1.57%14413.39%10610.42%
30 Jun, 23307-2.23%7,800,996-2.60%63.38%1.50%127-3.79%96-4.95%
31 Mar, 23314-5.71%8,009,506-1.58%65.07%1.49%132-13.16%101-2.88%
31 Dec, 223339.90%8,137,997-3.57%66.07%1.41%15210.95%10416.85%
30 Sep, 22303-5.31%8,439,474-0.61%68.50%1.44%137-9.27%898.54%
30 Jun, 22320-3.32%8,491,43011.52%68.93%1.80%151-11.18%821.23%
31 Mar, 22331-18.47%7,614,1970.35%61.90%1.62%170-5.56%81-40.44%
31 Dec, 214063.05%7,587,366-5.77%61.77%1.44%180-2.70%13621.43%
30 Sep, 21394-15.45%8,052,135-9.03%65.56%1.26%185-19.91%112-11.81%
30 Jun, 2146610.17%8,851,8620.90%72.07%1.41%23119.07%127-12.41%
31 Mar, 214232.92%8,772,9631.75%71.49%1.43%194-1.02%1457.41%
31 Dec, 204117.31%8,621,9901.82%70.79%1.47%19610.11%1351.50%
30 Sep, 2038312.98%8,467,867-2.83%69.29%1.36%1789.88%13318.75%
30 Jun, 2033913.76%8,714,577-1.96%71.45%1.34%16258.82%112-4.27%
31 Mar, 20298-1.65%8,888,6151.16%73.12%1.34%102-19.69%11710.38%
31 Dec, 19303-3.50%8,786,943-1.47%73.93%1.36%127-10.56%10617.78%
30 Sep, 1931411.35%8,918,2551.27%73.71%1.27%14215.45%90-9.09%
30 Jun, 192821.81%8,806,2860.53%76.14%1.32%123-0.81%998.79%
31 Mar, 192774.53%8,759,7781.81%76.01%1.39%12415.89%91-11.65%
31 Dec, 182650.76%8,603,694-0.29%74.03%1.33%1078.08%1037.29%
30 Sep, 18263-2.59%8,628,7791.72%74.55%1.41%99-15.38%966.67%
30 Jun, 182704.25%8,483,267-2.34%72.60%1.32%1172.63%90-
31 Mar, 18259-5.47%8,686,4180.61%74.04%1.44%114-6.56%90-11.76%
31 Dec, 172747.45%8,633,479-3.27%71.74%1.27%12210.91%10220.00%
30 Sep, 172556.69%8,925,0112.60%75.09%1.49%1101.85%8523.19%
30 Jun, 17239-0.83%8,698,750-3.48%70.97%1.36%108-22.86%6932.69%
31 Mar, 17241-2.03%9,012,4321.73%72.27%1.45%14030.84%52-33.33%
31 Dec, 1624610.81%8,859,4055.79%70.69%1.56%1073.88%7813.04%
30 Sep, 162223.26%8,374,334-41.33%67.27%0.53%103-6.36%6921.05%
30 Jun, 162150.94%14,274,40464.77%113.16%2.47%11013.40%57-16.18%
31 Mar, 16213-5.33%8,663,1612.69%67.66%1.64%97-7.62%68-9.33%
31 Dec, 15225-2.60%8,436,117-52.20%64.28%0.36%105-16.00%7517.19%
30 Sep, 15231-2.12%17,650,061105.94%133.88%3.24%1256.84%64-8.57%
30 Jun, 15236-3.28%8,570,406-0.45%64.24%1.53%117-20.41%7018.64%
31 Mar, 1524416.75%8,609,0276.29%64.84%1.66%14742.72%59-13.24%
31 Dec, 142099.42%8,099,2734.67%62.46%1.78%10313.19%6811.48%
30 Sep, 141912.14%7,737,7370.50%59.30%1.70%918.33%618.93%
30 Jun, 14187-0.53%7,699,239-0.45%59.05%1.66%84-1.18%56-9.68%
31 Mar, 141881.08%7,734,4275.65%59.60%1.81%85-9.57%6216.98%
31 Dec, 131865.08%7,320,550-7.80%57.34%1.48%949.30%53-1.85%
30 Sep, 131773.51%7,939,4381.08%62.33%1.67%86-28.33%54107.69%
30 Jun, 13171119.23%7,854,892143.35%61.05%9.76%120192.68%2623.81%
31 Mar, 137827.87%3,227,834-27.47%25.01%2.11%4128.13%215.00%
31 Dec, 1261-6.15%4,450,22113.71%34.46%3.77%32-8.57%2011.11%
30 Sep, 12658.33%3,913,55315.56%30.24%4.39%356.06%1820.00%
30 Jun, 1260-10.45%3,386,5408.34%26.23%4.37%33-21.43%15-
31 Mar, 12674.69%3,125,98452.96%24.50%9.93%4231.25%15-11.76%
31 Dec, 116423.08%2,043,706-9.99%15.71%5.09%3239.13%1721.43%
30 Sep, 11521.96%2,270,601-10.63%17.56%4.76%23-14.81%14-12.50%
30 Jun, 11514.08%2,540,72511.15%19.21%6.48%2735.00%16-15.79%
31 Mar, 1149-2,285,89219.58%17.22%8.79%20-28.57%1990.00%
31 Dec, 104916.67%1,911,67511.59%13.99%8.80%28115.38%10-44.44%
30 Sep, 1042-14.29%1,713,147-11.53%12.61%6.44%13-40.91%1820.00%
30 Jun, 104919.51%1,936,3816.94%13.99%8.32%22-8.33%1587.50%
31 Mar, 104124.24%1,810,78026.77%12.97%12.57%249.09%860.00%
31 Dec, 093313.79%1,428,37846.14%10.16%20.87%2237.50%5-28.57%
30 Sep, 09297.41%977,372-60.16%6.98%2.30%16-23.81%775.00%
30 Jun, 092780.00%2,452,947153.68%17.43%36.94%21200.00%4-20.00%
31 Mar, 0915-50.00%966,950-44.20%6.87%4.44%7-63.16%5-
31 Dec, 0830-3.23%1,732,929112.50%12.44%36.33%1935.71%5-50.00%
30 Sep, 08313.33%815,478-20.14%5.85%10.82%14-22.22%10-
30 Jun, 0830-3.23%1,021,1570.06%7.35%13.55%18-10.00%1011.11%
31 Mar, 083114.81%1,020,535-12.45%7.37%10.92%2042.86%9-10.00%
31 Dec, 072722.73%1,165,7251.77%8.21%12.68%14-6.67%10100.00%
30 Sep, 0722-26.67%1,145,463-15.11%8.05%8.92%15-21.05%5-
30 Jun, 073036.36%1,349,35377.51%9.50%32.77%1990.00%566.67%
31 Mar, 0722-26.67%760,141-49.98%5.38%4.50%10-9.09%3-66.67%
31 Dec, 063011.11%1,519,58312.78%10.93%11.58%11-38.89%9125.00%
30 Sep, 062768.75%1,347,37122.46%9.72%15.55%1850.00%4-
30 Jun, 06166.67%1,100,27660.87%7.90%32.44%1250.00%--100.00%
31 Mar, 061515.38%683,96416.06%4.94%28.36%814.29%2-50.00%
31 Dec, 0513-13.33%589,33530.98%4.17%40.80%7-12.50%4-
30 Sep, 0515-449,942-12.52%3.20%24.58%8-4-
30 Jun, 0515-6.25%514,312-34.27%3.61%12.01%8-4-20.00%
31 Mar, 051623.08%782,42312.20%5.48%22.49%860.00%525.00%
31 Dec, 0413-18.75%697,348-0.66%4.94%20.09%5-44.44%4-
30 Sep, 041645.45%701,96417.22%4.96%27.58%9-4-
30 Jun, 0411-26.67%598,84835.40%4.24%42.60%9-18.18%--100.00%
31 Mar, 041550.00%442,267-2.91%3.15%32.95%11120.00%2-33.33%
31 Dec, 031025.00%455,53637.46%3.09%56.67%5-350.00%
30 Sep, 038-331,405-23.29%2.34%28.50%525.00%2-33.33%
30 Jun, 038-27.27%432,037-18.76%2.86%25.07%4-33.33%3-
31 Mar, 0311-8.33%531,779-48.23%3.38%8.28%6-50.00%3-
31 Dec, 0212100.00%1,027,261202.07%6.39%139.24%12140.00%--
30 Sep, 026-340,077211.03%2.14%479.15%525.00%--
30 Jun, 026-14.29%109,338-58.40%0.67%25.88%4-20.00%--
31 Mar, 027133.33%262,832244.65%1.61%744.60%5400.00%--100.00%
31 Dec, 013-40.00%76,260-50.25%0.46%53.24%1-75.00%1-
30 Sep, 015-16.67%153,287-40.98%0.93%37.53%4-1-
30 Jun, 01620.00%259,72947.49%1.58%138.26%4-1-
31 Mar, 01566.67%176,10518.67%1.07%158.13%4300.00%--100.00%
31 Dec, 003-40.00%148,405-75.08%0.82%7.61%1-66.67%1-
30 Sep, 005-16.67%595,513124.97%3.29%156.47%3---100.00%
30 Jun, 00650.00%264,71376.82%1.45%230.01%350.00%1-
31 Mar, 004100.00%149,70547.04%0.79%323.58%2-1-
31 Dec, 992-50.00%101,810-75.12%0.50%12.47%2-33.33%--
30 Sep, 994-42.86%409,239-20.03%1.99%30.45%350.00%--100.00%
30 Jun, 997-12.50%511,729-29.56%2.56%19.39%2-75.00%3-
31 Mar, 998-726,495-3.63%-8---

Boston Beer Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 02, 2024O'Boyle Carolyn L.officer Chief People OfficerS-SaleSell101$303.49$30.65K7,029

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 08, 2024Nemeth Julio Ndirector-A-AwardSell243--447
Apr 02, 2024O'Boyle Carolyn L.officer Chief People OfficerS-SaleSell101$303.49$30.65K7,029
Mar 04, 2024Burwick David Adirector, officer President and CEOF-InKindSell2,014$308.14$620.59K45,896
Mar 04, 2024Hodges Philip A.officer Chief Supply Chain OfficerF-InKindSell504$308.14$155.30K16,248

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 08, 2024Fisher Cynthia Adirector-A-AwardBuy243--2,210
May 08, 2024Fisher Cynthia Adirector-A-AwardBuy568$268.20$152.34K568
May 08, 2024Swanson Cynthiadirector-A-AwardBuy243--665
May 08, 2024Swanson Cynthiadirector-A-AwardBuy568$268.20$152.34K568
May 08, 2024Joyce Meghan V.director-A-AwardBuy568$268.20$152.34K568
May 08, 2024Joyce Meghan V.director-A-AwardBuy243--447
May 08, 2024VALETTE JEAN MICHELdirector-A-AwardBuy243--14,405
May 08, 2024VALETTE JEAN MICHELdirector-A-AwardBuy568$268.20$152.34K568
May 08, 2024Nemeth Julio Ndirector-A-AwardBuy568$268.20$152.34K568
May 08, 2024Nemeth Julio Ndirector-A-AwardSell243--447
Apr 02, 2024O'Boyle Carolyn L.officer Chief People OfficerS-SaleSell101$303.49$30.65K7,029
Apr 02, 2024Spillane Michaeldirector, officer President and CEOM-ExemptBuy21,205$304.42$6.46M21,205
Apr 02, 2024Spillane Michaeldirector, officer President and CEOA-AwardBuy6,570$304.42$2.00M6,774
Mar 18, 2024O'Boyle Carolyn L.officer Chief People OfficerA-AwardBuy95$184.88$17.56K7,130
Mar 18, 2024Murphy Matthew Donalofficer CAO & VP of FinanceA-AwardBuy95$184.88$17.56K3,978
Mar 04, 2024Burwick David Adirector, officer President and CEOF-InKindSell2,014$308.14$620.59K45,896
Mar 04, 2024Burwick David Adirector, officer President and CEOA-AwardBuy2,733$1.03K$2.81M10,935
Mar 04, 2024Burwick David Adirector, officer President and CEOA-AwardBuy2,343$370.79$868.76K7,029
Mar 04, 2024Burwick David Adirector, officer President and CEOA-AwardBuy1,482$1.03K$1.52M4,446
Mar 04, 2024Hodges Philip A.officer Chief Supply Chain OfficerF-InKindSell504$308.14$155.30K16,248

The last insider sell of Boston Beer's stock was made by Nemeth Julio N on May 08 2024, selling 243 shares at - per share (valued at -).

Boston Beer Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024112550.00%
Q1 20241912158.33%
Q4 202344100.00%
Q3 202331717.65%
Q2 2023199211.11%
Q1 20233515233.33%
Q4 202251533.33%
Q3 20222728.57%
Q2 202281457.14%
Q1 2022323688.89%
Q4 202193823.68%
Q3 20212762.63%
Q2 2021114762.31%
Q1 2021309431.91%
Q4 2020153384.44%
Q3 2020143174.42%
Q2 2020233426.73%
Q1 2020377648.68%
Q4 201975213.46%
Q3 201984020.00%

11 total buy trades, and 2 total sell trades (buy/sell ratio of 5.50%) were made by Boston Beer's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024-3-
Q4 2023-2-
Q3 2023-14-
Q2 2023-5-
Q1 2023-3-
Q4 2022-10-
Q3 2022-3-
Q2 2022-10-
Q1 2022-18-
Q4 2021-30-
Q3 2021-72-
Q2 2021-470-
Q1 2021-77-
Q4 2020-325-
Q3 2020-301-
Q2 2020-327-
Q1 2020-56-
Q4 2019-46-
Q3 2019-35-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Boston Beer's stocks.

Boston Beer Peer Ownership


TickerCompany
ABEVAmbev S.A.
TAPMolson Coors Beverage Company
FMXFomento Económico Mexicano, S.A.B. de C.V.
CCUCompañía Cervecerías Unidas S.A.
BUDAnheuser-Busch InBev SA/NV

SAM Ownership FAQ


Boston Beer is owned by institutional shareholders (23.39%), insiders (7.77%), and public (68.83%). The largest institutional shareholder of Boston Beer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (7.32% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (1.62% of total shares).