Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SAM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 770K | $177.5M | +6.2% | 7.180% | 0.00% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 652K | $150.2M | +48.1% | 6.078% | 0.07% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 634K | $146.2M | — | 5.914% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 341K | $78.5M | — | 3.178% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 288K | $66.4M | +50.3% | 2.686% | 0.03% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 274K | $63.0M | +6.0% | 2.551% | 0.01% |
| 7 | STATE STREET CORP | 255K | $58.8M | +0.4% | 2.379% | 0.00% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 245K | $56.5M | -9.7% | 2.286% | 0.03% |
| 9 | Quantinno Capital Management LP | 231K | $53.1M | +155.2% | 2.150% | 0.09% |
| 10 | UBS Group AG | 219K | $50.4M | -1.4% | 2.038% | 0.01% |
| 11 | FMR LLC | 195K | $45.0M | -45.9% | 1.821% | 0.00% |
| 12 | Gotham Asset Management, LLC | 170K | $39.2M | -31.6% | 1.588% | 0.12% |
| 13 | Global Alpha Capital Management Ltd. | 148K | $34.0M | +19.9% | 1.375% | 2.04% |
| 14 | GOLDMAN SACHS GROUP INC | 145K | $33.4M | +160.2% | 1.351% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 142K | $32.8M | +2.1% | 1.325% | 0.00% |
| 16 | MORGAN STANLEY | 135K | $31.0M | +17.7% | 1.254% | 0.00% |
| 17 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 118K | $27.3M | -20.0% | 1.104% | 1.34% |
| 18 | Invesco Ltd. | 116K | $26.6M | -1.3% | 1.078% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 111K | $25.6M | -16.2% | 1.038% | 0.03% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108K | $25.0M | +43.3% | 1.010% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 107K | $24.6M | +8.3% | 0.997% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 97K | $22.3M | +69.8% | 0.901% | 0.01% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 94K | $21.6M | +13.4% | 0.874% | 0.03% |
| 24 | AMERIPRISE FINANCIAL INC | 92K | $21.1M | +0.7% | 0.853% | 0.00% |
| 25 | Woodson Capital Management, LP | 90K | $20.7M | -10.0% | 0.839% | 3.31% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SAM — a direct measure of their conviction.
Filings activity in SAM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 359 | +6.5% | 89.14% | +16.10 pp | $1.74B | +22% |
| Q4 2025 | 337 | 1.7% | 73.04% | 10.25 pp | $1.43B | 12% |
| Q3 2025 | 343 | +1.5% | 83.29% | +10.13 pp | $1.63B | +14% |
| Q2 2025 | 338 | +5.6% | 73.16% | 11.41 pp | $1.43B | 13% |
| Q1 2025 | 320 | 6.2% | 84.57% | 16.31 pp | $1.65B | 16% |
| Q4 2024 | 341 | +5.9% | 100.88% | +10.28 pp | $1.97B | +11% |
| Q3 2024 | 322 | +0.3% | 90.60% | 55.44 pp | $1.77B | 38% |
| Q2 2024 | 321 | — | 146.04% | — | $2.85B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SAM stock.
Based on Q1 2026 13F filings, institutional ownership of The Boston Beer Company, Inc. stands at 89.1%, held across 359 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SAM, with approximately 770,250 shares worth $0.18B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SAM, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SAM is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
79 institutions opened new positions in SAM during Q1 2026, while 57 fully exited. 222 added to existing positions and 58 trimmed.
SAM institutional ownership rose by 16.10 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 51.8% of all reported 13F value in SAM, and the top 25 account for 76.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Boston Beer Company, Inc. (SAM) Institutional Ownership