Boston Beer Ownership | Who Owns Boston Beer?
Boston Beer Ownership Summary
Boston Beer is owned by 53.98% institutional investors, 9.26% insiders, and 36.76% retail investors. Vanguard group is the largest institutional shareholder, holding 9.57% of SAM shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.79% of its assets in Boston Beer shares.
SAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Boston Beer | 53.98% | 9.26% | 36.76% |
| Sector | Consumer Defensive Stocks | 33.56% | 17.08% | 49.36% |
| Industry | Beer Stocks | 17.15% | 3.65% | 79.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.04M | 9.57% | $202.78M |
| Blackrock funding, inc. /de | 770.25K | 7.25% | $177.47M |
| Blackrock | 818.60K | 6.79% | $249.72M |
| Aqr capital management | 651.98K | 6.14% | $150.22M |
| American century companies | 288.08K | 2.71% | $66.37M |
| Dimensional fund advisors lp | 273.61K | 2.58% | $63.04M |
| State street | 255.19K | 2.40% | $58.80M |
| Arrowstreet capital, limited partnership | 245.25K | 2.31% | $56.51M |
| Quantinno capital management lp | 230.59K | 2.17% | $53.13M |
| Ubs group | 218.60K | 2.06% | $50.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arvin capital management lp | 42.80K | 4.12% | $13.06M |
| Rk asset management | 19.99K | 3.68% | $3.90M |
| Woodson capital management, lp | 90.00K | 3.26% | $20.74M |
| Southernsun asset management | 74.82K | 2.50% | $17.24M |
| Savoir faire capital management | 15.14K | 2.11% | $3.49M |
| Global alpha capital management | 147.53K | 2.04% | $33.99M |
| Crawford fund management | 39.38K | 1.75% | $9.07M |
| Southeastern asset management inc/tn/ | 118.40K | 1.34% | $27.28M |
| Quantedge capital pte | 10.40K | 1.31% | $2.40M |
| Mesirow institutional investment management | 54.44K | 1.26% | $16.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 651.98K | 0.07% | 211.76K |
| Quantinno capital management lp | 230.59K | 0.09% | 140.25K |
| Norges bank | 102.48K | 0.00% | 102.48K |
| American century companies | 288.08K | 0.03% | 96.48K |
| Goldman sachs group | 144.96K | 0.00% | 89.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fisher asset management | - | - | -231.47K |
| Baird financial group | - | - | -168.03K |
| Fmr | 195.37K | 0.00% | -165.51K |
| Toronto dominion bank | - | - | -154.00K |
| Cooper creek partners management | 145.94K | 0.95% | -80.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 102.48K | 0.00% | 102.48K | $30.74M |
| Vanguard fiduciary trust | 47.67K | 0.00% | 47.67K | $10.98M |
| Prescott general partners | 45.00K | 0.76% | 45.00K | $10.37M |
| Arvin capital management lp | 42.80K | 4.12% | 42.80K | $13.06M |
| Jefferies financial group | 11.10K | 0.02% | 11.10K | $2.56M |
Sold Out
| Holder | Change |
|---|---|
| Evermay wealth management | -1.00 |
| Tfc financial management | -1.00 |
| Global financial private client | -1.00 |
| Mather group, llc. | -1.00 |
| Bear mountain capital | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 320 | -10.36% | 5,733,967 | -24.12% | 53 | 1.11% | 175 | 31.58% | 73 | -52.60% |
| Dec 31, 2025 | 127 | -65.40% | 1,629,817 | -79.35% | 15 | 0.30% | 32 | -82.02% | 55 | -53.39% |
| Sep 30, 2025 | 165 | -54.29% | 1,669,373 | -78.35% | 15 | 0.31% | 78 | -58.51% | 44 | -56.00% |
| Jun 30, 2025 | 350 | 3.24% | 7,692,161 | 1.83% | 69 | 1.55% | 188 | 13.94% | 95 | 1.06% |
| Mar 31, 2025 | 338 | -4.52% | 7,571,281 | 1.62% | 67 | 1.65% | 164 | 2.50% | 94 | -16.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 290.20K | 2.79% | - |
| iShares Core S&P Mid-Cap ETF | 259.37K | 2.49% | -128.00 |
| Vanguard US Total Market Shares ETF | 275.97K | 2.45% | 51.06K |
| Vanguard Total Stock Mkt Idx Inv | 233.06K | 2.23% | -11.22K |
| Vanguard Small Cap Index | 174.47K | 1.67% | -1.02K |
| T. Rowe Price Mid-Cap Growth | 169.60K | 1.48% | - |
| T. Rowe Price US Mid-Cap Growth Equity | 169.60K | 1.48% | -29.90K |
| Longleaf Partners Small-Cap | 118.22K | 1.13% | -29.55K |
| Vanguard Strategic Equity Inv | 114.67K | 1.10% | 19.87K |
| Vanguard Consumer Staples ETF | 88.53K | 0.85% | 1.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2025 | Spillane Michael | - | Sell | $236.33K |
| Nov 04, 2025 | Spillane Michael | - | Sell | $405.70K |
| Aug 08, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell | $101.63K |
| Aug 08, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell | $29.91K |
| Mar 13, 2025 | VALETTE JEAN MICHEL | - | Sell | $593.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
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