Boston Beer Ownership | Who Owns Boston Beer?

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Boston Beer Ownership Summary

Boston Beer is owned by 60.53% institutional investors, 7.85% insiders, and 31.63% retail investors. Vanguard group is the largest institutional shareholder, holding 7.27% of SAM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.50% of its assets in Boston Beer shares.

SAM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Boston Beer	60.53%	7.85%	31.63%
Sector	Consumer Defensive Stocks	43.92%	15.26%	40.82%
Industry	Beer Stocks	21.23%	3.36%	75.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	849.69K	7.27%	$254.89M
Blackrock	818.60K	6.79%	$249.72M
Blackrock funding, inc. /de	772.61K	6.61%	$231.77M
T. rowe price investment management	703.48K	6.02%	$211.03M
Fmr	448.41K	3.84%	$134.51M
Aqr capital management	422.22K	3.61%	$125.82M
State street	271.37K	2.25%	$82.78M
Dimensional fund advisors lp	225.76K	1.93%	$67.72M
Ubs group	179.62K	1.54%	$53.88M
Fisher asset management	160.42K	1.37%	$48.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Southernsun asset management	121.97K	4.56%	$36.59M
Arvin capital management lp	42.80K	4.12%	$13.06M
Savoir faire capital management	14.13K	2.28%	$4.21M
Global alpha capital management	77.83K	1.69%	$23.35M
Southeastern asset management inc/tn/	106.32K	1.51%	$31.89M
Crawford fund management	26.74K	1.39%	$8.02M
Gagnon securities	22.38K	1.35%	$6.71M
Mesirow institutional investment management	54.44K	1.26%	$16.33M
Profit investment management	4.85K	1.17%	$1.45M
J. goldman & co lp	119.69K	0.94%	$35.90M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	179.62K	0.01%	125.17K
Norges bank	102.48K	0.00%	102.48K
J. goldman & co lp	119.69K	0.94%	85.67K
Cooper creek partners management	83.52K	0.77%	83.52K
Global alpha capital management	77.83K	1.69%	77.83K

Top Sellers

Holder	Shares	% Assets	Change
Baird financial group	-	-	-168.03K
Fmr	448.41K	0.01%	-52.41K
Prudential financial	-	-	-34.01K
Vanguard group	849.69K	0.00%	-31.69K
Royal bank of canada	7.67K	0.00%	-26.99K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	102.48K	0.00%	102.48K	$30.74M
Cooper creek partners management	83.52K	0.77%	83.52K	$25.05M
Global alpha capital management	77.83K	1.69%	77.83K	$23.35M
Arvin capital management lp	42.80K	4.12%	42.80K	$13.06M
Wealthfront advisers	21.76K	0.01%	21.76K	$4.08M

Sold Out

Holder	Change
Tfc financial management	-1.00
Fernwood investment management	-2.00
Gradient investments	-2.00
Sjs investment consulting	-2.00
Signature resources capital management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	342	-6.81%	7,246,668	-2.95%	60	1.60%	154	0.65%	104	-4.59%
Dec 31, 2023	367	6.69%	7,466,914	-3.89%	61	1.52%	153	5.52%	109	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	281.10K	2.50%	1.14K
Vanguard US Total Market Shares ETF	275.97K	2.45%	51.06K
Vanguard Total Stock Mkt Idx Inv	260.34K	2.32%	262.00
Vanguard Small Cap Index	216.35K	1.92%	168.00
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	146.80K	1.31%	-6.30K
Vanguard Institutional Extnd Mkt Idx Tr	131.70K	1.17%	176.00
Vanguard Small Cap Growth Index Inv	121.36K	1.08%	-930.00
Longleaf Partners Small-Cap	106.20K	0.92%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 13, 2025	VALETTE JEAN MICHEL	-	Sell	$593.27K
Mar 13, 2025	VALETTE JEAN MICHEL	-	Sell	$206.31K
Jan 02, 2025	O'Boyle Carolyn L.	Chief People Officer	Sell	$18.71K
Dec 02, 2024	O'Boyle Carolyn L.	Chief People Officer	Sell	$19.61K
Nov 01, 2024	O'Boyle Carolyn L.	Chief People Officer	Sell	$18.15K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	3
2024 Q4	-	3
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	3

SAM Ownership FAQ

Who Owns Boston Beer?

Boston Beer shareholders are primarily institutional investors at 60.53%, followed by 7.85% insiders and 31.62% retail investors. The average institutional ownership in Boston Beer's industry, Beer Stocks, is 21.23%, which Boston Beer exceeds.

Who owns the most shares of Boston Beer?

Boston Beer’s largest shareholders are Vanguard group (849.69K shares, 7.27%), Blackrock (818.6K shares, 6.79%), and Blackrock funding, inc. /de (772.61K shares, 6.61%). Together, they hold 20.68% of Boston Beer’s total shares outstanding.

Does Blackrock own Boston Beer?

Yes, BlackRock owns 6.79% of Boston Beer, totaling 818.6K shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 249.72M$. In the last quarter, BlackRock decreased its holdings by -20.764K shares, a -2.47% change.

Who is Boston Beer’s biggest shareholder by percentage of total assets invested?

Southernsun asset management is Boston Beer’s biggest shareholder by percentage of total assets invested, with 4.56% of its assets in 121.97K Boston Beer shares, valued at 36.59M$.

Who is the top mutual fund holder of Boston Beer shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Boston Beer shares, with 2.50% of its total shares outstanding invested in 281.1K Boston Beer shares.

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