Ranked by reported Q2 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. | 1.0M | $179.7M | +31.8% | 9.749% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 609K | $107.9M | -4.0% | 5.852% | 0.00% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 540K | $95.6M | -17.2% | 5.186% | 0.03% |
| 4 | UBS Group AG | 438K | $77.5M | +100.3% | 4.204% | 0.01% |
| 5 | AMERICAN CENTURY COMPANIES INC | 385K | $68.2M | +33.8% | 3.700% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 346K | $61.2M | +1.4% | 3.321% | 0.00% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 321K | $56.8M | +30.9% | 3.083% | 0.03% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 321K | $56.8M | +17.3% | 3.081% | 0.01% |
| 9 | STATE STREET CORP | 315K | $55.8M | +23.3% | 3.022% | 0.00% |
| 10 | MILLENNIUM MANAGEMENT LLC | 284K | $50.2M | +193.5% | 2.723% | 0.02% |
| 11 | Global Alpha Capital Management Ltd. | 268K | $47.4M | +81.4% | 2.569% | 2.84% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 205K | $36.4M | +44.5% | 1.972% | 0.00% |
| 13 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 146K | $25.9M | +23.4% | 1.402% | 1.35% |
| 14 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 132K | $23.3M | +76.3% | 1.266% | 3.14% |
| 15 | GOLDMAN SACHS GROUP INC | 131K | $23.2M | -9.8% | 1.256% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 126K | $22.3M | +17.9% | 1.212% | 0.00% |
| 17 | Neuberger Berman Group LLC | 118K | $20.9M | — | 1.129% | 0.01% |
| 18 | MORGAN STANLEY | 104K | $18.5M | -22.5% | 1.002% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 104K | $18.4M | +20.7% | 0.998% | 0.00% |
| 20 | AMERIPRISE FINANCIAL INC | 103K | $18.2M | +12.6% | 0.989% | 0.00% |
| 21 | Quantinno Capital Management LP | 103K | $18.2M | -55.5% | 0.985% | 0.02% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 102K | $18.1M | +9.0% | 0.981% | 0.02% |
| 23 | D. E. Shaw & Co., Inc. | 99K | $17.6M | +113.4% | 0.955% | 0.01% |
| 24 | NORTHERN TRUST CORP | 99K | $17.5M | +25.1% | 0.949% | 0.00% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83K | $14.7M | -23.6% | 0.795% | 0.00% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 330 | 9.8% | 84.62% | +9.34 pp | $1.50B | 15% |
| Q1 2026 | 366 | +7.6% | 75.28% | +3.42 pp | $1.78B | +22% |
| Q4 2025 | 340 | 2.3% | 71.86% | 3.09 pp | $1.46B | 11% |
| Q3 2025 | 348 | +3.0% | 74.95% | +3.75 pp | $1.64B | +15% |
| Q2 2025 | 338 | +5.6% | 71.20% | +2.93 pp | $1.43B | 13% |
| Q1 2025 | 320 | 6.2% | 68.27% | +2.54 pp | $1.65B | 16% |
| Q4 2024 | 341 | +5.9% | 65.73% | +6.09 pp | $1.97B | +11% |
| Q3 2024 | 322 | — | 59.64% | — | $1.77B | — |
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 Q2 2026 13F filings, institutional ownership of The Boston Beer Company, Inc. stands at 84.6%, held across 330 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SAM, with approximately 1,015,254 shares worth $0.18B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SAM, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SAM is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in SAM during Q2 2026, while 80 fully exited. 60 added to existing positions and 217 trimmed.
SAM institutional ownership rose by 9.34 percentage points quarter-over-quarter, with a net change of -36 holders.
The top 10 institutions account for 54.0% of all reported 13F value in SAM, and the top 25 account for 76.6%.
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