Boston Beer Ownership | Who Owns Boston Beer?
Boston Beer Ownership Summary
Boston Beer is owned by 15.01% institutional investors, 10.98% insiders, and 74.00% retail investors. Vanguard group is the largest institutional shareholder, holding 9.57% of SAM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.45% of its assets in Boston Beer shares.
SAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Boston Beer | 15.01% | 10.98% | 74.00% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Beer Stocks | 29.50% | 3.90% | 66.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.04M | 9.57% | $202.78M |
| Blackrock | 818.60K | 6.79% | $249.72M |
| Blackrock funding, inc. /de | 725.53K | 6.68% | $141.57M |
| Aqr capital management | 422.22K | 3.61% | $125.82M |
| Fmr | 389.82K | 3.52% | $82.42M |
| Dimensional fund advisors lp | 258.00K | 2.38% | $50.34M |
| State street | 263.26K | 2.37% | $55.66M |
| Arrowstreet capital, limited partnership | 258.40K | 2.33% | $54.63M |
| Ubs group | 216.63K | 2.00% | $42.27M |
| Gotham asset management | 213.27K | 1.92% | $45.09M |
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 | 90.17K | 2.47% | $19.06M |
| Savoir faire capital management | 21.76K | 2.01% | $4.25M |
| Monaco asset management sam | 53.93K | 1.82% | $10.52M |
| Global alpha capital management | 123.03K | 1.46% | $24.01M |
| Crawford fund management | 42.69K | 1.44% | $9.02M |
| Mesirow institutional investment management | 54.44K | 1.26% | $16.33M |
| Southeastern asset management inc/tn/ | 109.24K | 1.18% | $23.10M |
| Cooper creek partners management | 145.94K | 0.95% | $30.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gotham asset management | 213.27K | 0.20% | 201.75K |
| Norges bank | 102.48K | 0.00% | 102.48K |
| Vanguard group | 1.04M | 0.00% | 89.05K |
| Aqr capital management | 422.22K | 0.16% | 69.78K |
| Quantinno capital management lp | 136.11K | 0.08% | 58.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fisher asset management | - | - | -231.47K |
| Baird financial group | - | - | -168.03K |
| Toronto dominion bank | - | - | -154.00K |
| Morgan stanley | 114.30K | 0.00% | -119.47K |
| 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 |
| Monaco asset management sam | 53.93K | 1.82% | 53.93K | $10.52M |
| Arvin capital management lp | 42.80K | 4.12% | 42.80K | $13.06M |
| Maverick capital | 14.04K | 0.04% | 14.04K | $2.97M |
| Bridgewater associates, lp | 10.82K | 0.01% | 10.82K | $2.29M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Evermay wealth management | -1.00 |
| Global financial private client | -1.00 |
| Sjs investment consulting | -1.00 |
| Tfc financial management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 325 | -6.07% | 7,070,968 | 1.60% | 60 | 1.71% | 144 | 5.88% | 105 | -13.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 275.97K | 2.45% | 51.06K |
| iShares Core S&P Mid-Cap ETF | 248.24K | 2.38% | -42.03K |
| Vanguard Total Stock Mkt Idx Inv | 244.28K | 2.34% | 743.00 |
| Avantis US Small Cap Value ETF | 209.11K | 2.00% | 805.00 |
| Vanguard Small Cap Index | 175.48K | 1.68% | 371.00 |
| 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 | 147.77K | 1.41% | 38.71K |
| Vanguard Small Cap Growth Index Inv | 112.31K | 1.03% | -42.00 |
| Fidelity Select Consumer Staples Port | 107.20K | 1.03% | -7.50K |
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 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 3 |
SAM Ownership FAQ
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