Boston Beer Ownership | Who Owns Boston Beer?
Boston Beer Ownership Summary
Boston Beer is owned by 69.36% institutional investors, 10.50% insiders, and 20.14% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.24% 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 | 69.36% | 10.50% | 20.14% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Beer Stocks | 29.35% | 3.81% | 66.85% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 913.50K | 8.24% | $174.31M |
| Vanguard group | 849.69K | 7.27% | $254.89M |
| Blackrock | 818.60K | 6.79% | $249.72M |
| Fmr | 448.41K | 3.84% | $134.51M |
| Aqr capital management | 422.22K | 3.61% | $125.82M |
| State street | 271.37K | 2.25% | $82.78M |
| Arrowstreet capital, limited partnership | 239.11K | 2.16% | $45.62M |
| Fisher asset management | 232.08K | 2.09% | $44.28M |
| Cooper creek partners management | 226.51K | 2.04% | $43.22M |
| Dimensional fund advisors lp | 225.76K | 1.93% | $67.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arvin capital management lp | 42.80K | 4.12% | $13.06M |
| Rk asset management | 18.72K | 3.44% | $3.57M |
| Savoir faire capital management | 30.24K | 2.79% | $5.77M |
| Southernsun asset management | 91.63K | 2.46% | $17.48M |
| Crawford fund management | 50.49K | 1.80% | $9.63M |
| Global alpha capital management | 113.80K | 1.35% | $21.71M |
| Cooper creek partners management | 226.51K | 1.34% | $43.22M |
| Mesirow institutional investment management | 54.44K | 1.26% | $16.33M |
| Southeastern asset management inc/tn/ | 106.32K | 1.02% | $20.29M |
| Gagnon securities | 25.05K | 0.97% | $4.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toronto dominion bank | 154.00K | 0.05% | 154.00K |
| Ubs group | 179.62K | 0.01% | 125.17K |
| Norges bank | 102.48K | 0.00% | 102.48K |
| Qube research | 112.51K | 0.02% | 82.74K |
| Aqr capital management | 422.22K | 0.16% | 69.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Armistice capital | 28.00K | 0.09% | -182.55K |
| Baird financial group | - | - | -168.03K |
| Point72 asset management | 63.66K | 0.02% | -154.05K |
| J. goldman & co lp | - | - | -68.69K |
| Cooper creek partners management | 226.51K | 1.34% | -64.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Toronto dominion bank | 154.00K | 0.05% | 154.00K | $29.39M |
| Norges bank | 102.48K | 0.00% | 102.48K | $30.74M |
| Acadian asset management | 67.12K | 0.03% | 67.12K | $12.79M |
| Arvin capital management lp | 42.80K | 4.12% | 42.80K | $13.06M |
| Exoduspoint capital management, lp | 12.34K | 0.02% | 12.34K | $2.35M |
Sold Out
| Holder | Change |
|---|---|
| Global financial private client | -1.00 |
| Mather group, llc. | -1.00 |
| Sjs investment consulting | -2.00 |
| Fernwood investment management | -2.00 |
| Gradient investments | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 268.30K | 2.46% | -495.00 |
| Vanguard US Total Market Shares ETF | 275.97K | 2.45% | 51.06K |
| Vanguard Total Stock Mkt Idx Inv | 262.54K | 2.41% | -5.47K |
| Vanguard Small Cap Index | 198.85K | 1.83% | -617.00 |
| T. Rowe Price Mid-Cap Growth | 169.60K | 1.48% | - |
| T. Rowe Price US Mid-Cap Growth Equity | 169.60K | 1.48% | -29.90K |
| Fidelity Select Consumer Staples Port | 152.90K | 1.40% | -2.80K |
| Vanguard Small Cap Growth Index Inv | 112.31K | 1.03% | -42.00 |
| Longleaf Partners Small-Cap | 106.20K | 0.98% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 88.41K | 0.81% | -39.40K |
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 |
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