Boston Beer Ownership | Who Owns Boston Beer?
Boston Beer Ownership Summary
Boston Beer is owned by 83.63% institutional investors, 9.34% insiders, and 7.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.70% of SAM shares. Avantis US Small Cap Value ETF is the top mutual fund, with 3.32% of its assets in Boston Beer shares.
SAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Boston Beer | 83.63% | 9.34% | 7.03% |
| Sector | Consumer Defensive Stocks | 48.88% | 17.14% | 33.98% |
| Industry | Beer Stocks | 35.50% | 4.27% | 60.23% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.02M | 9.70% | $179.73M |
| Vanguard group | 1.04M | 9.57% | $202.78M |
| Blackrock | 818.60K | 6.79% | $249.72M |
| Aqr capital management | 539.99K | 5.16% | $95.59M |
| Ubs group | 434.66K | 4.15% | $76.95M |
| American century companies | 385.33K | 3.68% | $68.21M |
| Vanguard capital management | 345.82K | 3.30% | $61.22M |
| Arrowstreet capital, limited partnership | 321.08K | 3.07% | $56.84M |
| Dimensional fund advisors lp | 320.88K | 3.07% | $56.81M |
| State street | 314.73K | 3.01% | $55.81M |
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 |
| Southernsun asset management | 131.88K | 3.14% | $23.35M |
| Global alpha capital management | 267.57K | 2.84% | $47.37M |
| Eschler asset management llp | 4.60K | 1.45% | $814.34K |
| Southeastern asset management inc/tn/ | 146.04K | 1.35% | $25.85M |
| Savoir faire capital management | 11.90K | 1.31% | $2.11M |
| Mesirow institutional investment management | 54.44K | 1.26% | $16.33M |
| Cooper creek partners management | 145.94K | 0.95% | $30.85M |
| Prescott general partners | 45.00K | 0.41% | $7.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.02M | 0.00% | 245.00K |
| Ubs group | 434.66K | 0.01% | 216.05K |
| Millennium management | 283.51K | 0.02% | 186.90K |
| Sixth street partners management company | 126.18K | 0.00% | 126.18K |
| T. rowe price investment management | 199.42K | 0.02% | 120.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fisher asset management | - | - | -231.47K |
| Baird financial group | - | - | -168.03K |
| Gotham asset management | 3.20K | 0.00% | -167.12K |
| Fmr | 60.63K | 0.00% | -134.74K |
| Quantinno capital management lp | 102.56K | 0.02% | -128.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 126.18K | 0.00% | 126.18K | $22.34M |
| Neuberger berman group | 117.55K | 0.01% | 117.55K | $20.86M |
| Norges bank | 102.48K | 0.00% | 102.48K | $30.74M |
| Worldquant millennium advisors | 62.67K | 0.04% | 62.67K | $11.09M |
| Arvin capital management lp | 42.80K | 4.12% | 42.80K | $13.06M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Evermay wealth management | -1.00 |
| Private trust co na | -1.00 |
| Global financial private client | -1.00 |
| Tfc financial management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 344 | -8.51% | 8,753,944 | 12.14% | 83 | 1.55% | 158 | -22.93% | 114 | 23.91% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 342.19K | 3.32% | 575.00 |
| iShares Core S&P Mid-Cap ETF | 257.16K | 2.50% | 8.00 |
| Vanguard US Total Market Shares ETF | 275.97K | 2.45% | 51.06K |
| Vanguard Morn Total Stk Mkt Idx Investor | 237.53K | 2.28% | - |
| Vanguard Total Stock Mkt Idx Inv | 237.53K | 2.28% | - |
| iShares Russell 2000 ETF | 196.53K | 1.91% | -3.46K |
| Vanguard Small Cap Index | 172.59K | 1.66% | -1.09K |
| T. Rowe Price US Mid-Cap Growth Equity | 169.60K | 1.48% | -29.90K |
| T. Rowe Price Mid-Cap Growth | 169.60K | 1.48% | - |
| Longleaf Partners Small-Cap | 145.81K | 1.40% | 27.59K |
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 | - | - |
SAM Ownership FAQ
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