Boston Beer Ownership 2024 | Who Owns Boston Beer Now?
Institutional Ownership
37.32%
Insider Ownership
7.98%
Retail Ownership
54.70%
Institutional Holders
258.00
Boston Beer Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.30% | 0.17% | 880,324 | -10,393 | -1.17% | 268,543,000 | Jun 30, 2024 |
| BLACKROCK INC. | 6.79% | 0.01% | 818,604 | -20,764 | -2.47% | 249,715,150 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.57% | 0.00% | 792,151 | 7,722 | 0.98% | 241,645,662 | Jun 30, 2024 |
| FMR LLC | 5.87% | 0.01% | 707,457 | 116,062 | 19.63% | 215,809,664 | Jun 30, 2024 |
| STATE STREET CORP | 2.25% | 0.00% | 271,367 | -4,893 | -1.77% | 82,780,503,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.52% | 0.01% | 182,972 | 26,538 | 16.96% | 55,814,462 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.26% | 0.00% | 152,199 | -753 | -0.49% | 46,440,991 | Jun 30, 2024 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.18% | 5.25% | 142,662 | -2,724 | -1.87% | 43,519,043 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.11% | 0.01% | 133,486 | 9,997 | 8.10% | 40,719,783 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.06% | 0.02% | 127,269 | 19,496 | 18.09% | 38,823,529 | Jun 30, 2024 |
| INVESCO LTD. | 1.05% | 0.01% | 126,386 | 23,540 | 22.89% | 38,554,049 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.95% | 0.03% | 114,736 | 51,003 | 80.03% | 35,000,217 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.92% | 0.01% | 111,193 | 1,196 | 1.09% | 33,919,425 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.91% | 0.05% | 109,788 | -4,993 | -4.35% | 33,198,792 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.88% | 1.41% | 106,317 | - | - | 32,432,001 | Jun 30, 2024 |
| NORGES BANK | 0.87% | 0.00% | 105,227 | 105,227 | 100.00% | 32,099,496 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.83% | 0.04% | 100,623 | -36,892 | -26.83% | 30,695,047 | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | 0.81% | 0.37% | 97,292 | 1,093 | 1.14% | 29,678,925 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 0.68% | 0.03% | 81,486 | -2,196 | -2.62% | 24,858,000 | Jun 30, 2024 |
| MAN GROUP PLC | 0.64% | 0.06% | 76,686 | 48,432 | 171.42% | 23,393,064 | Jun 30, 2024 |
Boston Beer's largest institutional shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding 7.30% of the company's total share outstanding, currently valued at $268.54M. The top 10 institutional shareholders own together 34.91% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.18% | 5.25% | 142,662 | -2,724 | -1.87% | 43,519,043 | Jun 30, 2024 |
| ARVIN CAPITAL MANAGEMENT LP | 0.36% | 4.12% | 42,800 | 42,800 | 100.00% | 13,056,140 | Jun 30, 2024 |
| PROFIT INVESTMENT MANAGEMENT, LLC | 0.09% | 2.10% | 10,987 | -722 | -6.17% | 3,351,585 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.19% | 1.73% | 22,515 | 11,850 | 111.11% | 6,868,201 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.88% | 1.41% | 106,317 | - | - | 32,432,001 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.44% | 1.40% | 52,497 | 52,497 | 100.00% | 16,014,210 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 0.16% | 1.31% | 19,108 | 2,215 | 13.11% | 5,828,895 | Jun 30, 2024 |
| QV INVESTORS INC. | 0.17% | 0.59% | 20,570 | -240 | -1.15% | 6,275,000 | Jun 30, 2024 |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC | 0.02% | 0.54% | 2,996 | 245 | 8.91% | 913,930 | Jun 30, 2024 |
| SW INVESTMENT MANAGEMENT LLC | 0.04% | 0.53% | 5,000 | 5,000 | 100.00% | 1,525,250 | Jun 30, 2024 |
| DIVERSIFIED INVESTMENT STRATEGIES, LLC | 0.02% | 0.40% | 1,865 | 225 | 13.72% | 568,918 | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | 0.81% | 0.37% | 97,292 | 1,093 | 1.14% | 29,678,925 | Jun 30, 2024 |
| ASSET MANAGEMENT GROUP, INC. | 0.05% | 0.37% | 6,507 | - | - | 1,984,960 | Jun 30, 2024 |
| PINE HAVEN INVESTMENT COUNSEL, INC | 0.01% | 0.37% | 1,394 | 10 | 0.72% | 425,240 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.31% | 1,381 | 1,381 | 100.00% | 421,275 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT | 0.04% | 0.25% | 4,869 | 818 | 20.19% | 1,485,289 | Jun 30, 2024 |
| SEMUS WEALTH PARTNERS LLC | 0.01% | 0.24% | 1,031 | 200 | 24.07% | 314,507 | Jun 30, 2024 |
| ICON ADVISERS INC/CO | 0.03% | 0.22% | 3,200 | -400 | -11.11% | 966,080 | Jun 30, 2024 |
| BALANCED ROCK INVESTMENT ADVISOR | 0.01% | 0.22% | 847 | 26 | 3.17% | 258,377 | Jun 30, 2024 |
| GOVERNORS LANE LP | 0.07% | 0.21% | 8,100 | 8,100 | 100.00% | 2,470,905 | Jun 30, 2024 |
The largest Boston Beer shareholder by % of total assets is SOUTHERNSUN ASSET MANAGEMENT, LLC. The company owns 142.66K shares of Boston Beer (SAM), representing 5.25% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 5.87% | 0.01% | 707,457 | 116,062 | 19.63% | 215,809,664 | Jun 30, 2024 |
| NORGES BANK | 0.87% | 0.00% | 105,227 | 105,227 | 100.00% | 32,099,496 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.44% | 1.40% | 52,497 | 52,497 | 100.00% | 16,014,210 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.95% | 0.03% | 114,736 | 51,003 | 80.03% | 35,000,217 | Jun 30, 2024 |
| MAN GROUP PLC | 0.64% | 0.06% | 76,686 | 48,432 | 171.42% | 23,393,064 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.36% | 0.02% | 43,986 | 43,006 | 4388.37% | 13,417,930 | Jun 30, 2024 |
| ARVIN CAPITAL MANAGEMENT LP | 0.36% | 4.12% | 42,800 | 42,800 | 100.00% | 13,056,140 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.36% | 0.01% | 42,982 | 42,147 | 5047.54% | 13,111,660 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.39% | 0.03% | 46,659 | 30,601 | 190.57% | 14,233,328 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.52% | 0.01% | 182,972 | 26,538 | 16.96% | 55,814,462 | Jun 30, 2024 |
| INVESCO LTD. | 1.05% | 0.01% | 126,386 | 23,540 | 22.89% | 38,554,049 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.06% | 0.02% | 127,269 | 19,496 | 18.09% | 38,823,529 | Jun 30, 2024 |
| UBS GROUP AG | 0.33% | 0.00% | 39,548 | 18,566 | 88.49% | 12,064,118 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.23% | 0.00% | 28,099 | 13,472 | 92.10% | 8,571,600 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.19% | 1.73% | 22,515 | 11,850 | 111.11% | 6,868,201 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.10% | 0.01% | 11,791 | 11,791 | 100.00% | 3,596,845 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.02% | 11,588 | 11,588 | 100.00% | 3,534,919 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.11% | 0.01% | 133,486 | 9,997 | 8.10% | 40,719,783 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.08% | 0.18% | 9,519 | 9,519 | 100.00% | 2,903,771 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.09% | 0.02% | 10,426 | 9,231 | 772.47% | 3,180,000 | Jun 30, 2024 |
As of Jun 30 2024, Boston Beer's largest institutional buyer is FMR LLC. The company purchased 116.06K stocks of SAM, valued at $215.81M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAIRD FINANCIAL GROUP, INC. | - | - | - | -168,030 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.17% | 0.01% | 20,941 | -51,054 | -70.91% | 6,388,052 | Jun 30, 2024 |
| BARCLAYS PLC | 0.07% | 0.00% | 9,005 | -50,694 | -84.92% | 2,747,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.38% | 0.02% | 45,200 | -40,300 | -47.13% | 13,788,260 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -37,785 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.83% | 0.04% | 100,623 | -36,892 | -26.83% | 30,695,047 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 25,180 | -36,454 | -59.15% | 7,681,159 | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -32,377 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 6.79% | 0.01% | 818,604 | -20,764 | -2.47% | 249,715,150 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -17,924 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.12% | 0.00% | 13,890 | -17,051 | -55.11% | 4,237,145 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 0.00% | 2,180 | -15,741 | -87.84% | 665,009 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.02% | 0.00% | 1,944 | -15,659 | -88.96% | 593,016 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.02% | 0.01% | 1,955 | -14,022 | -87.76% | 596,373 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.00% | 2,845 | -13,384 | -82.47% | 867,867 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,531 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -11,421 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.30% | 0.17% | 880,324 | -10,393 | -1.17% | 268,543,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.21% | 0.00% | 24,857 | -10,078 | -28.85% | 7,582,628 | Jun 30, 2024 |
As of Jun 30 2024, Boston Beer's biggest institutional seller is BAIRD FINANCIAL GROUP, INC.. The company sold -0.17M shares of SAM, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.87% | 0.00% | 105,227 | 105,227 | 100.00% | 32,099,496 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.44% | 1.40% | 52,497 | 52,497 | 100.00% | 16,014,210 | Jun 30, 2024 |
| ARVIN CAPITAL MANAGEMENT LP | 0.36% | 4.12% | 42,800 | 42,800 | 100.00% | 13,056,140 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.10% | 0.01% | 11,791 | 11,791 | 100.00% | 3,596,845 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.02% | 11,588 | 11,588 | 100.00% | 3,534,919 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.08% | 0.18% | 9,519 | 9,519 | 100.00% | 2,903,771 | Jun 30, 2024 |
| GOVERNORS LANE LP | 0.07% | 0.21% | 8,100 | 8,100 | 100.00% | 2,470,905 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.07% | 0.00% | 8,000 | 8,000 | 100.00% | 2,440,400 | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 0.06% | 0.02% | 7,300 | 7,300 | 100.00% | 2,226,865 | Jun 30, 2024 |
| SW INVESTMENT MANAGEMENT LLC | 0.04% | 0.53% | 5,000 | 5,000 | 100.00% | 1,525,250 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.03% | 0.10% | 3,722 | 3,722 | 100.00% | 1,135,396 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.03% | 0.00% | 3,473 | 3,473 | 100.00% | 532,196 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.03% | 0.01% | 3,218 | 3,218 | 100.00% | 981,651 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.03% | 0.00% | 3,217 | 3,217 | 100.00% | 981,346 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.02% | 0.14% | 2,500 | 2,500 | 100.00% | 763,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.02% | 2,400 | 2,400 | 100.00% | 732,120 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.02% | 0.03% | 2,400 | 2,400 | 100.00% | 731,841 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 2,309 | 2,309 | 100.00% | 704,360 | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | 0.02% | 0.07% | 2,100 | 2,100 | 100.00% | 640,605 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.10% | 1,658 | 1,658 | 100.00% | 505,773 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.01% | 0.03% | 1,467 | 1,467 | 100.00% | 447,508 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.01% | 0.00% | 1,394 | 1,394 | 100.00% | 425,240 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.01% | 0.01% | 986 | 986 | 100.00% | 300,779 | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | 0.01% | 0.05% | 900 | 900 | 100.00% | 271,710 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.11% | 837 | 837 | 100.00% | 255,327 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.01% | 0.01% | 770 | 770 | 100.00% | 216,178 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.01% | 0.02% | 750 | 750 | 100.00% | 228,000 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.01% | 0.03% | 704 | 704 | 100.00% | 214,755 | Jun 30, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 0.01% | 0.03% | 675 | 675 | 100.00% | 205,909 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.11% | 476 | 476 | 100.00% | 145,204 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 407 | 407 | 100.00% | 124,155 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 6,101 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 9 | 9 | 100.00% | 2,746 | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | 0.00% | 0.00% | 9 | 9 | 100.00% | 2,745 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 7 | 7 | 100.00% | 1,961 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,220 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,220 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 3 | 3 | 100.00% | 915 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 2 | 2 | 100.00% | 610 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | 0.00% | 2 | 2 | 100.00% | 611 | Jun 30, 2024 |
Boston Beer's largest new institutional shareholder by number of shares is NORGES BANK, purchased 105.23K shares, valued at $32.10M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAIRD FINANCIAL GROUP, INC. | - | - | - | -168,030 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -37,785 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -32,377 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -17,924 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,531 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -11,421 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -9,791 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -7,755 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -7,019 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -6,579 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL COUNSELORS INC | - | - | - | -6,551 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -5,481 | -100.00% | - | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -4,935 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -3,415 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -2,690 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -2,194 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -1,907 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -1,868 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -1,499 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -1,156 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -1,096 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -1,082 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -1,042 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -994 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | - | - | - | -882 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -798 | -100.00% | - | Jun 30, 2024 |
| FOGUTH WEALTH MANAGEMENT, LLC. | - | - | - | -798 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -687 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -674 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -373 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -365 | -100.00% | - | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | - | - | - | -330 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -266 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| RIVERVIEW TRUST CO | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| RISE ADVISORS, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Boston Beer's largest sold out institutional shareholder by shares sold is BAIRD FINANCIAL GROUP, INC., sold -0.17M shares, valued at -, as of undefined.
Boston Beer Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VOYAGEUR MUTUAL FUNDS III | 1.62% | 15,975 | - | - | Jan 31, 2024 |
| NUVEEN MULTISTATE TRUST III | 0.38% | 3,570,000 | - | - | Feb 29, 2024 |
| Centre Funds | 0.35% | 25,199 | 2,576 | 11.39% | Mar 31, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.23% | 36,473 | -6,602 | -15.33% | Jan 31, 2024 |
| DUPREE MUTUAL FUNDS | 0.20% | 1,975,000 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.15% | -2,827 | 377 | -11.77% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.12% | 136,044 | - | - | Mar 28, 2024 |
| DUPREE MUTUAL FUNDS | 0.10% | 1,000,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.09% | 1,473 | - | - | Dec 31, 2023 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.09% | 36,148 | - | - | Feb 29, 2024 |
| DUPREE MUTUAL FUNDS | 0.08% | 750,000 | - | - | Mar 31, 2024 |
| Clough Global Equity Fund | 0.07% | 4,254 | - | - | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.05% | 12,779 | 878 | 7.38% | Dec 31, 2023 |
| DUPREE MUTUAL FUNDS | 0.05% | 500,000 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.05% | 42,419 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.04% | 160,022 | -13,800 | -7.94% | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.04% | 208,151 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.04% | 32,022 | 6,397 | 24.96% | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.04% | 500 | - | - | Nov 30, 2022 |
| SPARROW FUNDS | 0.03% | 110 | - | - | Feb 29, 2024 |
| Infusive US Trust | 0.02% | 104 | - | - | Mar 31, 2022 |
| DUPREE MUTUAL FUNDS | 0.02% | 210,000 | - | - | Mar 31, 2024 |
| Clough Funds Trust | 0.02% | 884 | - | - | Jan 31, 2023 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.02% | 138 | - | - | Mar 31, 2021 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.02% | 76,944 | 655 | 0.86% | Mar 28, 2024 |
| Nuveen AMT-Free Quality Municipal Income Fund | 0.02% | 1,265,000 | - | - | Jan 31, 2024 |
| LONGLEAF PARTNERS FUNDS TRUST | 0.02% | 106,204 | - | - | Mar 31, 2024 |
| DUPREE MUTUAL FUNDS | 0.02% | 165,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.02% | 248,900 | -500 | -0.20% | Mar 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.02% | 45,703 | - | - | Mar 31, 2024 |
| Nuveen AMT-Free Quality Municipal Income Fund | 0.01% | 1,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.01% | 4,924 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.01% | 5,778 | -323 | -5.29% | Jan 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.01% | 26 | -503 | -95.09% | Jan 31, 2021 |
| DUPREE MUTUAL FUNDS | 0.01% | 125,000 | - | - | Mar 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.01% | 1,462 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,295 | - | - | Mar 31, 2024 |
| Chesapeake Investment Trust | 0.01% | 599 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 117,253 | -9,600 | -7.57% | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 7,500 | - | - | Dec 29, 2023 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 28,200 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 22,850 | 200 | 0.88% | Mar 31, 2024 |
| Natixis ETF Trust II | 0.01% | 136 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 420 | 420 | - | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.01% | 188 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.01% | 6,083 | - | - | Feb 29, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.01% | 2,200 | - | - | Mar 31, 2024 |
| GABELLI ASSET FUND | 0.01% | 2,000 | - | - | Dec 29, 2023 |
| Federated Hermes Index Trust | 0.01% | 1,130 | -38 | -3.25% | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.00% | 3,160 | - | - | Dec 29, 2023 |
| FIDELITY CAPITAL TRUST | 0.00% | 52,983 | - | - | Jan 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.00% | 10,003 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.00% | 19,170 | -429 | -2.19% | Feb 29, 2024 |
| MERIDIAN FUND INC | 0.00% | 10,000 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 33,900 | -74,400 | -68.70% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.00% | 350 | - | - | Feb 29, 2024 |
| ALLSPRING VARIABLE TRUST | 0.00% | 2,300 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.00% | 1,850 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.00% | 6,400 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,926 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 106 | 17 | 19.10% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,811 | -32,205 | -71.54% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 7,784 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 7,031 | - | - | Mar 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.00% | 3,400 | - | - | Dec 29, 2023 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 4,300 | -222 | -4.91% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.00% | 18,966 | -7,000 | -26.96% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,431 | - | - | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.00% | 632 | - | - | Dec 31, 2023 |
| TrimTabs ETF Trust | 0.00% | 1,493 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 13,622 | - | - | Mar 31, 2024 |
| Northern Lights Variable Trust | 0.00% | 2,015 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 131,300 | -800 | -0.61% | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 20,000 | - | - | Feb 29, 2024 |
| Tactical Investment Series Trust | 0.00% | 470 | - | - | Mar 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 87,750 | 6,900 | 8.53% | Mar 31, 2024 |
| Natixis Funds Trust IV | 0.00% | 504 | 8 | 1.61% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 654,329 | -273,378 | -29.47% | Mar 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.00% | 2,500 | - | - | Dec 29, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 16,757 | 7,478 | 80.59% | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.00% | 3,375 | - | - | Mar 28, 2024 |
| SCM Trust | 0.00% | 3,600 | - | - | Dec 31, 2023 |
| Capitol Series Trust | 0.00% | 11,725 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 107,432 | -236,209 | -68.74% | Jan 31, 2024 |
| Bernstein Fund Inc | 0.00% | 9,930 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 217 | - | - | Mar 28, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 33,778 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 22,350 | 1,900 | 9.29% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 54,248 | -68,869 | -55.94% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 206 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 526 | -26 | -4.71% | Mar 31, 2024 |
| ANCHOR SERIES TRUST | 0.00% | 28,112 | - | - | Sep 30, 2021 |
| PFM Multi-Manager Series Trust | 0.00% | 700 | - | - | Dec 31, 2023 |
| OAK ASSOCIATES FUNDS | 0.00% | 935 | - | - | Jan 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 22,500 | -6,900 | -23.47% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,080 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 1,800 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 58,214 | 23,016 | 65.39% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 6,610 | 3,960 | 149.43% | Feb 29, 2024 |
| Vericimetry Funds | 0.00% | 60 | - | - | Mar 31, 2024 |
Boston Beer's largest mutual fund holder by % of total assets is "VOYAGEUR MUTUAL FUNDS III", owning 15.97K shares, compromising 1.62% of its total assets.
Boston Beer Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 258 | -24.34% |
| 31 Mar, 24 | 341 | -6.58% |
| 31 Dec, 23 | 365 | 6.73% |
| 30 Sep, 23 | 342 | 8.92% |
| 30 Jun, 23 | 314 | -2.48% |
| 31 Mar, 23 | 322 | -4.45% |
| 31 Dec, 22 | 337 | 9.06% |
| 30 Sep, 22 | 309 | -4.63% |
| 30 Jun, 22 | 324 | -3.86% |
| 31 Mar, 22 | 337 | -18.00% |
| 31 Dec, 21 | 411 | 2.75% |
| 30 Sep, 21 | 400 | -15.07% |
| 30 Jun, 21 | 471 | 10.05% |
| 31 Mar, 21 | 428 | 2.88% |
| 31 Dec, 20 | 416 | 7.22% |
| 30 Sep, 20 | 388 | 12.46% |
| 30 Jun, 20 | 345 | 13.86% |
| 31 Mar, 20 | 303 | -1.62% |
| 31 Dec, 19 | 308 | -3.75% |
| 30 Sep, 19 | 320 | 11.11% |
| 30 Jun, 19 | 288 | 1.41% |
| 31 Mar, 19 | 284 | 5.97% |
| 31 Dec, 18 | 268 | 0.37% |
| 30 Sep, 18 | 267 | -2.55% |
| 30 Jun, 18 | 274 | 3.79% |
| 31 Mar, 18 | 264 | -5.04% |
| 31 Dec, 17 | 278 | 7.75% |
| 30 Sep, 17 | 258 | 7.05% |
| 30 Jun, 17 | 241 | -1.23% |
| 31 Mar, 17 | 244 | -2.01% |
| 31 Dec, 16 | 249 | 10.67% |
| 30 Sep, 16 | 225 | 3.69% |
| 30 Jun, 16 | 217 | - |
| 31 Mar, 16 | 217 | -4.82% |
| 31 Dec, 15 | 228 | -2.56% |
| 30 Sep, 15 | 234 | -2.09% |
| 30 Jun, 15 | 239 | -3.63% |
| 31 Mar, 15 | 248 | 16.43% |
| 31 Dec, 14 | 213 | 9.23% |
| 30 Sep, 14 | 195 | 2.09% |
| 30 Jun, 14 | 191 | - |
| 31 Mar, 14 | 191 | - |
| 31 Dec, 13 | 191 | 5.52% |
| 30 Sep, 13 | 181 | 2.84% |
| 30 Jun, 13 | 176 | 122.78% |
| 31 Mar, 13 | 79 | 27.42% |
| 31 Dec, 12 | 62 | -6.06% |
| 30 Sep, 12 | 66 | 8.20% |
| 30 Jun, 12 | 61 | -10.29% |
| 31 Mar, 12 | 68 | 4.62% |
| 31 Dec, 11 | 65 | 14.04% |
| 30 Sep, 11 | 57 | 3.64% |
| 30 Jun, 11 | 55 | 5.77% |
| 31 Mar, 11 | 52 | 4.00% |
| 31 Dec, 10 | 50 | 16.28% |
| 30 Sep, 10 | 43 | -14.00% |
| 30 Jun, 10 | 50 | 16.28% |
| 31 Mar, 10 | 43 | 22.86% |
| 31 Dec, 09 | 35 | 9.38% |
| 30 Sep, 09 | 32 | 10.34% |
| 30 Jun, 09 | 29 | 93.33% |
| 31 Mar, 09 | 15 | -50.00% |
| 31 Dec, 08 | 30 | -6.25% |
| 30 Sep, 08 | 32 | 6.67% |
| 30 Jun, 08 | 30 | -6.25% |
| 31 Mar, 08 | 32 | 18.52% |
| 31 Dec, 07 | 27 | 12.50% |
| 30 Sep, 07 | 24 | -22.58% |
| 30 Jun, 07 | 31 | 40.91% |
| 31 Mar, 07 | 22 | -26.67% |
| 31 Dec, 06 | 30 | 11.11% |
| 30 Sep, 06 | 27 | 58.82% |
| 30 Jun, 06 | 17 | 6.25% |
| 31 Mar, 06 | 16 | - |
| 31 Dec, 05 | 16 | - |
| 30 Sep, 05 | 16 | 6.67% |
| 30 Jun, 05 | 15 | -6.25% |
| 31 Mar, 05 | 16 | 23.08% |
| 31 Dec, 04 | 13 | -18.75% |
| 30 Sep, 04 | 16 | 45.45% |
| 30 Jun, 04 | 11 | -31.25% |
| 31 Mar, 04 | 16 | 45.45% |
| 31 Dec, 03 | 11 | 37.50% |
| 30 Sep, 03 | 8 | - |
| 30 Jun, 03 | 8 | -27.27% |
| 31 Mar, 03 | 11 | -8.33% |
| 31 Dec, 02 | 12 | 100.00% |
| 30 Sep, 02 | 6 | - |
| 30 Jun, 02 | 6 | -14.29% |
| 31 Mar, 02 | 7 | 133.33% |
| 31 Dec, 01 | 3 | -40.00% |
| 30 Sep, 01 | 5 | -16.67% |
| 30 Jun, 01 | 6 | 20.00% |
| 31 Mar, 01 | 5 | 66.67% |
| 31 Dec, 00 | 3 | -40.00% |
| 30 Sep, 00 | 5 | -16.67% |
| 30 Jun, 00 | 6 | 50.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | -50.00% |
| 30 Sep, 99 | 4 | -42.86% |
| 30 Jun, 99 | 7 | -12.50% |
| 31 Mar, 99 | 8 | - |
As of 30 Jun 24, 258 institutions are holding Boston Beer's shares, representing a decrease of -24.34% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,498,627 | -37.92% |
| 31 Mar, 24 | 7,246,627 | -2.95% |
| 31 Dec, 23 | 7,466,843 | -3.89% |
| 30 Sep, 23 | 7,769,016 | -1.34% |
| 30 Jun, 23 | 7,874,573 | -2.75% |
| 31 Mar, 23 | 8,097,329 | -0.56% |
| 31 Dec, 22 | 8,143,074 | -3.94% |
| 30 Sep, 22 | 8,476,694 | -0.79% |
| 30 Jun, 22 | 8,544,608 | 11.31% |
| 31 Mar, 22 | 7,676,606 | 0.51% |
| 31 Dec, 21 | 7,637,480 | -5.79% |
| 30 Sep, 21 | 8,106,565 | -10.07% |
| 30 Jun, 21 | 9,014,778 | 2.58% |
| 31 Mar, 21 | 8,787,694 | 1.90% |
| 31 Dec, 20 | 8,624,170 | 1.42% |
| 30 Sep, 20 | 8,503,409 | -2.64% |
| 30 Jun, 20 | 8,734,397 | -1.81% |
| 31 Mar, 20 | 8,895,538 | 1.22% |
| 31 Dec, 19 | 8,788,208 | -1.51% |
| 30 Sep, 19 | 8,922,967 | 1.17% |
| 30 Jun, 19 | 8,819,950 | 0.43% |
| 31 Mar, 19 | 8,782,415 | 2.08% |
| 31 Dec, 18 | 8,603,847 | -0.30% |
| 30 Sep, 18 | 8,629,447 | 1.28% |
| 30 Jun, 18 | 8,520,106 | -2.06% |
| 31 Mar, 18 | 8,699,527 | 0.76% |
| 31 Dec, 17 | 8,634,180 | -3.27% |
| 30 Sep, 17 | 8,925,676 | 2.61% |
| 30 Jun, 17 | 8,698,750 | -3.49% |
| 31 Mar, 17 | 9,013,502 | 1.73% |
| 31 Dec, 16 | 8,859,994 | 5.79% |
| 30 Sep, 16 | 8,374,746 | -41.33% |
| 30 Jun, 16 | 14,274,404 | 64.71% |
| 31 Mar, 16 | 8,666,254 | 2.71% |
| 31 Dec, 15 | 8,437,706 | -52.27% |
| 30 Sep, 15 | 17,676,714 | 105.32% |
| 30 Jun, 15 | 8,609,250 | -0.36% |
| 31 Mar, 15 | 8,640,731 | 6.54% |
| 31 Dec, 14 | 8,109,942 | 4.53% |
| 30 Sep, 14 | 7,758,674 | 0.43% |
| 30 Jun, 14 | 7,725,333 | -0.13% |
| 31 Mar, 14 | 7,735,495 | 5.28% |
| 31 Dec, 13 | 7,347,443 | -1.94% |
| 30 Sep, 13 | 7,492,739 | -4.90% |
| 30 Jun, 13 | 7,878,817 | 144.06% |
| 31 Mar, 13 | 3,228,264 | -27.47% |
| 31 Dec, 12 | 4,450,651 | 13.71% |
| 30 Sep, 12 | 3,913,983 | 15.55% |
| 30 Jun, 12 | 3,387,140 | 8.33% |
| 31 Mar, 12 | 3,126,584 | 52.94% |
| 31 Dec, 11 | 2,044,306 | -11.91% |
| 30 Sep, 11 | 2,320,763 | -10.87% |
| 30 Jun, 11 | 2,603,917 | 13.45% |
| 31 Mar, 11 | 2,295,147 | 20.05% |
| 31 Dec, 10 | 1,911,825 | 11.55% |
| 30 Sep, 10 | 1,713,947 | -11.51% |
| 30 Jun, 10 | 1,936,781 | 6.55% |
| 31 Mar, 10 | 1,817,780 | 20.65% |
| 31 Dec, 09 | 1,506,628 | 22.65% |
| 30 Sep, 09 | 1,228,386 | -50.06% |
| 30 Jun, 09 | 2,459,947 | 154.40% |
| 31 Mar, 09 | 966,950 | -44.20% |
| 31 Dec, 08 | 1,732,929 | 90.88% |
| 30 Sep, 08 | 907,863 | -11.09% |
| 30 Jun, 08 | 1,021,157 | -0.25% |
| 31 Mar, 08 | 1,023,735 | -12.18% |
| 31 Dec, 07 | 1,165,725 | -1.37% |
| 30 Sep, 07 | 1,181,963 | -13.37% |
| 30 Jun, 07 | 1,364,453 | 79.50% |
| 31 Mar, 07 | 760,141 | -49.98% |
| 31 Dec, 06 | 1,519,583 | 12.78% |
| 30 Sep, 06 | 1,347,371 | 19.28% |
| 30 Jun, 06 | 1,129,632 | 58.36% |
| 31 Mar, 06 | 713,352 | 14.84% |
| 31 Dec, 05 | 621,197 | 35.64% |
| 30 Sep, 05 | 457,982 | -10.95% |
| 30 Jun, 05 | 514,312 | -34.27% |
| 31 Mar, 05 | 782,423 | 12.20% |
| 31 Dec, 04 | 697,348 | -0.66% |
| 30 Sep, 04 | 701,964 | 17.22% |
| 30 Jun, 04 | 598,848 | 27.37% |
| 31 Mar, 04 | 470,165 | 0.50% |
| 31 Dec, 03 | 467,836 | 41.17% |
| 30 Sep, 03 | 331,405 | -23.29% |
| 30 Jun, 03 | 432,037 | -18.76% |
| 31 Mar, 03 | 531,779 | -48.23% |
| 31 Dec, 02 | 1,027,261 | 202.07% |
| 30 Sep, 02 | 340,077 | 211.03% |
| 30 Jun, 02 | 109,338 | -58.40% |
| 31 Mar, 02 | 262,832 | 244.65% |
| 31 Dec, 01 | 76,260 | -50.25% |
| 30 Sep, 01 | 153,287 | -40.98% |
| 30 Jun, 01 | 259,729 | 47.49% |
| 31 Mar, 01 | 176,105 | 18.67% |
| 31 Dec, 00 | 148,405 | -75.08% |
| 30 Sep, 00 | 595,513 | 124.97% |
| 30 Jun, 00 | 264,713 | 76.82% |
| 31 Mar, 00 | 149,705 | 47.04% |
| 31 Dec, 99 | 101,810 | -75.12% |
| 30 Sep, 99 | 409,239 | -20.03% |
| 30 Jun, 99 | 511,729 | -29.56% |
| 31 Mar, 99 | 726,495 | - |
Boston Beer (SAM) has 4.50M shares outstanding as of 30 Jun 24, down -37.92% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 37.32% | 1.03% |
| 31 Mar, 24 | 60.12% | 1.60% |
| 31 Dec, 23 | 61.37% | 1.52% |
| 30 Sep, 23 | 63.53% | 1.54% |
| 30 Jun, 23 | 64.19% | 1.48% |
| 31 Mar, 23 | 65.78% | 1.51% |
| 31 Dec, 22 | 66.05% | 1.40% |
| 30 Sep, 22 | 68.80% | 1.43% |
| 30 Jun, 22 | 69.36% | 1.77% |
| 31 Mar, 22 | 62.57% | 1.62% |
| 31 Dec, 21 | 62.18% | 1.42% |
| 30 Sep, 21 | 66.21% | 1.23% |
| 30 Jun, 21 | 73.39% | 1.43% |
| 31 Mar, 21 | 71.61% | 1.44% |
| 31 Dec, 20 | 70.44% | 1.46% |
| 30 Sep, 20 | 69.58% | 1.36% |
| 30 Jun, 20 | 71.62% | 1.34% |
| 31 Mar, 20 | 73.17% | 1.40% |
| 31 Dec, 19 | 72.40% | 1.33% |
| 30 Sep, 19 | 73.75% | 1.27% |
| 30 Jun, 19 | 76.26% | 1.31% |
| 31 Mar, 19 | 76.21% | 1.36% |
| 31 Dec, 18 | 74.84% | 1.35% |
| 30 Sep, 18 | 74.55% | 1.40% |
| 30 Jun, 18 | 72.91% | 1.33% |
| 31 Mar, 18 | 74.15% | 1.35% |
| 31 Dec, 17 | 74.01% | 1.31% |
| 30 Sep, 17 | 75.09% | 1.49% |
| 30 Jun, 17 | 70.97% | 1.36% |
| 31 Mar, 17 | 72.28% | 1.43% |
| 31 Dec, 16 | 71.08% | 1.57% |
| 30 Sep, 16 | 67.28% | 0.53% |
| 30 Jun, 16 | 113.16% | 2.47% |
| 31 Mar, 16 | 67.68% | 1.58% |
| 31 Dec, 15 | 65.53% | 0.36% |
| 30 Sep, 15 | 134.09% | 3.22% |
| 30 Jun, 15 | 64.53% | 1.52% |
| 31 Mar, 15 | 65.08% | 1.66% |
| 31 Dec, 14 | 62.54% | 1.77% |
| 30 Sep, 14 | 59.46% | 1.69% |
| 30 Jun, 14 | 59.25% | 1.67% |
| 31 Mar, 14 | 59.61% | 1.80% |
| 31 Dec, 13 | 57.55% | 1.66% |
| 30 Sep, 13 | 58.83% | 1.57% |
| 30 Jun, 13 | 61.24% | 9.79% |
| 31 Mar, 13 | 25.01% | 2.11% |
| 31 Dec, 12 | 34.46% | 3.77% |
| 30 Sep, 12 | 30.25% | 4.39% |
| 30 Jun, 12 | 26.24% | 4.37% |
| 31 Mar, 12 | 24.50% | 9.93% |
| 31 Dec, 11 | 15.71% | 4.88% |
| 30 Sep, 11 | 17.95% | 4.63% |
| 30 Jun, 11 | 19.69% | 6.59% |
| 31 Mar, 11 | 17.29% | 8.83% |
| 31 Dec, 10 | 14.00% | 8.80% |
| 30 Sep, 10 | 12.61% | 6.44% |
| 30 Jun, 10 | 14.00% | 8.25% |
| 31 Mar, 10 | 13.02% | 11.36% |
| 31 Dec, 09 | 10.71% | 13.92% |
| 30 Sep, 09 | 8.77% | 2.87% |
| 30 Jun, 09 | 17.48% | 37.05% |
| 31 Mar, 09 | 6.87% | 4.51% |
| 31 Dec, 08 | 12.34% | 29.08% |
| 30 Sep, 08 | 6.52% | 12.05% |
| 30 Jun, 08 | 7.35% | 13.47% |
| 31 Mar, 08 | 7.39% | 10.95% |
| 31 Dec, 07 | 8.21% | 11.91% |
| 30 Sep, 07 | 8.30% | 9.00% |
| 30 Jun, 07 | 9.61% | 33.14% |
| 31 Mar, 07 | 5.38% | 4.54% |
| 31 Dec, 06 | 10.89% | 11.53% |
| 30 Sep, 06 | 9.72% | 14.75% |
| 30 Jun, 06 | 8.12% | 30.62% |
| 31 Mar, 06 | 5.15% | 26.62% |
| 31 Dec, 05 | 4.40% | 41.51% |
| 30 Sep, 05 | 3.25% | 25.02% |
| 30 Jun, 05 | 3.61% | 12.01% |
| 31 Mar, 05 | 5.48% | 22.71% |
| 31 Dec, 04 | 4.91% | 20.00% |
| 30 Sep, 04 | 4.96% | 27.58% |
| 30 Jun, 04 | 4.24% | 37.69% |
| 31 Mar, 04 | 3.35% | 33.21% |
| 31 Dec, 03 | 3.18% | 58.20% |
| 30 Sep, 03 | 2.34% | 28.50% |
| 30 Jun, 03 | 2.86% | 25.07% |
| 31 Mar, 03 | 3.38% | 8.28% |
| 31 Dec, 02 | 6.39% | 139.24% |
| 30 Sep, 02 | 2.14% | 479.15% |
| 30 Jun, 02 | 0.67% | 25.88% |
| 31 Mar, 02 | 1.61% | 736.39% |
| 31 Dec, 01 | 0.47% | 53.53% |
| 30 Sep, 01 | 0.93% | 37.53% |
| 30 Jun, 01 | 1.58% | 138.26% |
| 31 Mar, 01 | 1.07% | 140.23% |
| 31 Dec, 00 | 0.87% | 8.08% |
| 30 Sep, 00 | 3.29% | 156.47% |
| 30 Jun, 00 | 1.45% | 230.01% |
| 31 Mar, 00 | 0.79% | 326.70% |
| 31 Dec, 99 | 0.49% | 12.41% |
| 30 Sep, 99 | 1.99% | 30.45% |
| 30 Jun, 99 | 2.56% | 19.39% |
| 31 Mar, 99 | 3.63% | - |
As of 30 Jun 24, Boston Beer is held by 37.32% institutional shareholders, representing a 1.03% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 113 | -27.10% |
| 31 Mar, 24 | 155 | 1.31% |
| 31 Dec, 23 | 153 | 6.25% |
| 30 Sep, 23 | 144 | 14.29% |
| 30 Jun, 23 | 126 | -5.97% |
| 31 Mar, 23 | 134 | -11.84% |
| 31 Dec, 22 | 152 | 11.76% |
| 30 Sep, 22 | 136 | -11.69% |
| 30 Jun, 22 | 154 | -8.33% |
| 31 Mar, 22 | 168 | -8.20% |
| 31 Dec, 21 | 183 | -0.54% |
| 30 Sep, 21 | 184 | -21.37% |
| 30 Jun, 21 | 234 | 19.39% |
| 31 Mar, 21 | 196 | - |
| 31 Dec, 20 | 196 | 10.11% |
| 30 Sep, 20 | 178 | 11.25% |
| 30 Jun, 20 | 160 | 53.85% |
| 31 Mar, 20 | 104 | -17.46% |
| 31 Dec, 19 | 126 | -11.27% |
| 30 Sep, 19 | 142 | 14.52% |
| 30 Jun, 19 | 124 | - |
| 31 Mar, 19 | 124 | 15.89% |
| 31 Dec, 18 | 107 | 9.18% |
| 30 Sep, 18 | 98 | -16.24% |
| 30 Jun, 18 | 117 | 3.54% |
| 31 Mar, 18 | 113 | -5.83% |
| 31 Dec, 17 | 120 | 7.14% |
| 30 Sep, 17 | 112 | 3.70% |
| 30 Jun, 17 | 108 | -23.94% |
| 31 Mar, 17 | 142 | 31.48% |
| 31 Dec, 16 | 108 | 3.85% |
| 30 Sep, 16 | 104 | -7.14% |
| 30 Jun, 16 | 112 | 15.46% |
| 31 Mar, 16 | 97 | -8.49% |
| 31 Dec, 15 | 106 | -16.54% |
| 30 Sep, 15 | 127 | 9.48% |
| 30 Jun, 15 | 116 | -21.62% |
| 31 Mar, 15 | 148 | 43.69% |
| 31 Dec, 14 | 103 | 11.96% |
| 30 Sep, 14 | 92 | 10.84% |
| 30 Jun, 14 | 83 | -2.35% |
| 31 Mar, 14 | 85 | -10.53% |
| 31 Dec, 13 | 95 | 13.10% |
| 30 Sep, 13 | 84 | -31.15% |
| 30 Jun, 13 | 122 | 197.56% |
| 31 Mar, 13 | 41 | 28.13% |
| 31 Dec, 12 | 32 | -8.57% |
| 30 Sep, 12 | 35 | 6.06% |
| 30 Jun, 12 | 33 | -23.26% |
| 31 Mar, 12 | 43 | 30.30% |
| 31 Dec, 11 | 33 | 22.22% |
| 30 Sep, 11 | 27 | -6.90% |
| 30 Jun, 11 | 29 | 38.10% |
| 31 Mar, 11 | 21 | -27.59% |
| 31 Dec, 10 | 29 | 93.33% |
| 30 Sep, 10 | 15 | -31.82% |
| 30 Jun, 10 | 22 | -12.00% |
| 31 Mar, 10 | 25 | 13.64% |
| 31 Dec, 09 | 22 | 29.41% |
| 30 Sep, 09 | 17 | -22.73% |
| 30 Jun, 09 | 22 | 214.29% |
| 31 Mar, 09 | 7 | -63.16% |
| 31 Dec, 08 | 19 | 26.67% |
| 30 Sep, 08 | 15 | -16.67% |
| 30 Jun, 08 | 18 | -14.29% |
| 31 Mar, 08 | 21 | 61.54% |
| 31 Dec, 07 | 13 | -23.53% |
| 30 Sep, 07 | 17 | -10.53% |
| 30 Jun, 07 | 19 | 90.00% |
| 31 Mar, 07 | 10 | -9.09% |
| 31 Dec, 06 | 11 | -38.89% |
| 30 Sep, 06 | 18 | 38.46% |
| 30 Jun, 06 | 13 | 62.50% |
| 31 Mar, 06 | 8 | -11.11% |
| 31 Dec, 05 | 9 | - |
| 30 Sep, 05 | 9 | 12.50% |
| 30 Jun, 05 | 8 | - |
| 31 Mar, 05 | 8 | 60.00% |
| 31 Dec, 04 | 5 | -44.44% |
| 30 Sep, 04 | 9 | - |
| 30 Jun, 04 | 9 | -25.00% |
| 31 Mar, 04 | 12 | 100.00% |
| 31 Dec, 03 | 6 | 20.00% |
| 30 Sep, 03 | 5 | 25.00% |
| 30 Jun, 03 | 4 | -33.33% |
| 31 Mar, 03 | 6 | -50.00% |
| 31 Dec, 02 | 12 | 140.00% |
| 30 Sep, 02 | 5 | 25.00% |
| 30 Jun, 02 | 4 | -20.00% |
| 31 Mar, 02 | 5 | 400.00% |
| 31 Dec, 01 | 1 | -75.00% |
| 30 Sep, 01 | 4 | - |
| 30 Jun, 01 | 4 | - |
| 31 Mar, 01 | 4 | 300.00% |
| 31 Dec, 00 | 1 | -66.67% |
| 30 Sep, 00 | 3 | - |
| 30 Jun, 00 | 3 | 50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | -33.33% |
| 30 Sep, 99 | 3 | 50.00% |
| 30 Jun, 99 | 2 | -75.00% |
| 31 Mar, 99 | 8 | - |
113 institutional shareholders have increased their position in SAM stock as of 30 Jun 24 compared to 155 in the previous quarter (a -27.10% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 83 | -18.63% |
| 31 Mar, 24 | 102 | -4.67% |
| 31 Dec, 23 | 107 | -0.93% |
| 30 Sep, 23 | 108 | 10.20% |
| 30 Jun, 23 | 98 | -5.77% |
| 31 Mar, 23 | 104 | - |
| 31 Dec, 22 | 104 | 13.04% |
| 30 Sep, 22 | 92 | 16.46% |
| 30 Jun, 22 | 79 | -7.06% |
| 31 Mar, 22 | 85 | -36.57% |
| 31 Dec, 21 | 134 | 15.52% |
| 30 Sep, 21 | 116 | -8.66% |
| 30 Jun, 21 | 127 | -12.41% |
| 31 Mar, 21 | 145 | 5.84% |
| 31 Dec, 20 | 137 | 2.24% |
| 30 Sep, 20 | 134 | 15.52% |
| 30 Jun, 20 | 116 | -0.85% |
| 31 Mar, 20 | 117 | 8.33% |
| 31 Dec, 19 | 108 | 17.39% |
| 30 Sep, 19 | 92 | -7.07% |
| 30 Jun, 19 | 99 | 7.61% |
| 31 Mar, 19 | 92 | -11.54% |
| 31 Dec, 18 | 104 | 5.05% |
| 30 Sep, 18 | 99 | 8.79% |
| 30 Jun, 18 | 91 | -1.09% |
| 31 Mar, 18 | 92 | -13.21% |
| 31 Dec, 17 | 106 | 24.71% |
| 30 Sep, 17 | 85 | 21.43% |
| 30 Jun, 17 | 70 | 34.62% |
| 31 Mar, 17 | 52 | -34.18% |
| 31 Dec, 16 | 79 | 11.27% |
| 30 Sep, 16 | 71 | 29.09% |
| 30 Jun, 16 | 55 | -21.43% |
| 31 Mar, 16 | 70 | -6.67% |
| 31 Dec, 15 | 75 | 20.97% |
| 30 Sep, 15 | 62 | -13.89% |
| 30 Jun, 15 | 72 | 22.03% |
| 31 Mar, 15 | 59 | -15.71% |
| 31 Dec, 14 | 70 | 11.11% |
| 30 Sep, 14 | 63 | 5.00% |
| 30 Jun, 14 | 60 | -4.76% |
| 31 Mar, 14 | 63 | 16.67% |
| 31 Dec, 13 | 54 | -1.82% |
| 30 Sep, 13 | 55 | 103.70% |
| 30 Jun, 13 | 27 | 28.57% |
| 31 Mar, 13 | 21 | 5.00% |
| 31 Dec, 12 | 20 | 5.26% |
| 30 Sep, 12 | 19 | 26.67% |
| 30 Jun, 12 | 15 | 7.14% |
| 31 Mar, 12 | 14 | -17.65% |
| 31 Dec, 11 | 17 | 21.43% |
| 30 Sep, 11 | 14 | -22.22% |
| 30 Jun, 11 | 18 | -5.26% |
| 31 Mar, 11 | 19 | 90.00% |
| 31 Dec, 10 | 10 | -41.18% |
| 30 Sep, 10 | 17 | 13.33% |
| 30 Jun, 10 | 15 | 87.50% |
| 31 Mar, 10 | 8 | 33.33% |
| 31 Dec, 09 | 6 | -14.29% |
| 30 Sep, 09 | 7 | 75.00% |
| 30 Jun, 09 | 4 | -20.00% |
| 31 Mar, 09 | 5 | - |
| 31 Dec, 08 | 5 | -50.00% |
| 30 Sep, 08 | 10 | - |
| 30 Jun, 08 | 10 | 11.11% |
| 31 Mar, 08 | 9 | -18.18% |
| 31 Dec, 07 | 11 | 120.00% |
| 30 Sep, 07 | 5 | - |
| 30 Jun, 07 | 5 | 66.67% |
| 31 Mar, 07 | 3 | -66.67% |
| 31 Dec, 06 | 9 | 125.00% |
| 30 Sep, 06 | 4 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 2 | -50.00% |
| 31 Dec, 05 | 4 | - |
| 30 Sep, 05 | 4 | - |
| 30 Jun, 05 | 4 | -20.00% |
| 31 Mar, 05 | 5 | 25.00% |
| 31 Dec, 04 | 4 | - |
| 30 Sep, 04 | 4 | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 2 | -33.33% |
| 31 Dec, 03 | 3 | 50.00% |
| 30 Sep, 03 | 2 | -33.33% |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | - | -100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
83 institutional shareholders have reduced their position in SAM stock as of 30 Jun 24 compared to 102 in the previous quarter (a -18.63% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 258 | -24.34% | 4,498,627 | -37.92% | 37.32% | 1.03% | 113 | -27.10% | 83 | -18.63% |
| 31 Mar, 24 | 341 | -6.58% | 7,246,627 | -2.95% | 60.12% | 1.60% | 155 | 1.31% | 102 | -4.67% |
| 31 Dec, 23 | 365 | 6.73% | 7,466,843 | -3.89% | 61.37% | 1.52% | 153 | 6.25% | 107 | -0.93% |
| 30 Sep, 23 | 342 | 8.92% | 7,769,016 | -1.34% | 63.53% | 1.54% | 144 | 14.29% | 108 | 10.20% |
| 30 Jun, 23 | 314 | -2.48% | 7,874,573 | -2.75% | 64.19% | 1.48% | 126 | -5.97% | 98 | -5.77% |
| 31 Mar, 23 | 322 | -4.45% | 8,097,329 | -0.56% | 65.78% | 1.51% | 134 | -11.84% | 104 | - |
| 31 Dec, 22 | 337 | 9.06% | 8,143,074 | -3.94% | 66.05% | 1.40% | 152 | 11.76% | 104 | 13.04% |
| 30 Sep, 22 | 309 | -4.63% | 8,476,694 | -0.79% | 68.80% | 1.43% | 136 | -11.69% | 92 | 16.46% |
| 30 Jun, 22 | 324 | -3.86% | 8,544,608 | 11.31% | 69.36% | 1.77% | 154 | -8.33% | 79 | -7.06% |
| 31 Mar, 22 | 337 | -18.00% | 7,676,606 | 0.51% | 62.57% | 1.62% | 168 | -8.20% | 85 | -36.57% |
| 31 Dec, 21 | 411 | 2.75% | 7,637,480 | -5.79% | 62.18% | 1.42% | 183 | -0.54% | 134 | 15.52% |
| 30 Sep, 21 | 400 | -15.07% | 8,106,565 | -10.07% | 66.21% | 1.23% | 184 | -21.37% | 116 | -8.66% |
| 30 Jun, 21 | 471 | 10.05% | 9,014,778 | 2.58% | 73.39% | 1.43% | 234 | 19.39% | 127 | -12.41% |
| 31 Mar, 21 | 428 | 2.88% | 8,787,694 | 1.90% | 71.61% | 1.44% | 196 | - | 145 | 5.84% |
| 31 Dec, 20 | 416 | 7.22% | 8,624,170 | 1.42% | 70.44% | 1.46% | 196 | 10.11% | 137 | 2.24% |
| 30 Sep, 20 | 388 | 12.46% | 8,503,409 | -2.64% | 69.58% | 1.36% | 178 | 11.25% | 134 | 15.52% |
| 30 Jun, 20 | 345 | 13.86% | 8,734,397 | -1.81% | 71.62% | 1.34% | 160 | 53.85% | 116 | -0.85% |
| 31 Mar, 20 | 303 | -1.62% | 8,895,538 | 1.22% | 73.17% | 1.40% | 104 | -17.46% | 117 | 8.33% |
| 31 Dec, 19 | 308 | -3.75% | 8,788,208 | -1.51% | 72.40% | 1.33% | 126 | -11.27% | 108 | 17.39% |
| 30 Sep, 19 | 320 | 11.11% | 8,922,967 | 1.17% | 73.75% | 1.27% | 142 | 14.52% | 92 | -7.07% |
| 30 Jun, 19 | 288 | 1.41% | 8,819,950 | 0.43% | 76.26% | 1.31% | 124 | - | 99 | 7.61% |
| 31 Mar, 19 | 284 | 5.97% | 8,782,415 | 2.08% | 76.21% | 1.36% | 124 | 15.89% | 92 | -11.54% |
| 31 Dec, 18 | 268 | 0.37% | 8,603,847 | -0.30% | 74.84% | 1.35% | 107 | 9.18% | 104 | 5.05% |
| 30 Sep, 18 | 267 | -2.55% | 8,629,447 | 1.28% | 74.55% | 1.40% | 98 | -16.24% | 99 | 8.79% |
| 30 Jun, 18 | 274 | 3.79% | 8,520,106 | -2.06% | 72.91% | 1.33% | 117 | 3.54% | 91 | -1.09% |
| 31 Mar, 18 | 264 | -5.04% | 8,699,527 | 0.76% | 74.15% | 1.35% | 113 | -5.83% | 92 | -13.21% |
| 31 Dec, 17 | 278 | 7.75% | 8,634,180 | -3.27% | 74.01% | 1.31% | 120 | 7.14% | 106 | 24.71% |
| 30 Sep, 17 | 258 | 7.05% | 8,925,676 | 2.61% | 75.09% | 1.49% | 112 | 3.70% | 85 | 21.43% |
| 30 Jun, 17 | 241 | -1.23% | 8,698,750 | -3.49% | 70.97% | 1.36% | 108 | -23.94% | 70 | 34.62% |
| 31 Mar, 17 | 244 | -2.01% | 9,013,502 | 1.73% | 72.28% | 1.43% | 142 | 31.48% | 52 | -34.18% |
| 31 Dec, 16 | 249 | 10.67% | 8,859,994 | 5.79% | 71.08% | 1.57% | 108 | 3.85% | 79 | 11.27% |
| 30 Sep, 16 | 225 | 3.69% | 8,374,746 | -41.33% | 67.28% | 0.53% | 104 | -7.14% | 71 | 29.09% |
| 30 Jun, 16 | 217 | - | 14,274,404 | 64.71% | 113.16% | 2.47% | 112 | 15.46% | 55 | -21.43% |
| 31 Mar, 16 | 217 | -4.82% | 8,666,254 | 2.71% | 67.68% | 1.58% | 97 | -8.49% | 70 | -6.67% |
| 31 Dec, 15 | 228 | -2.56% | 8,437,706 | -52.27% | 65.53% | 0.36% | 106 | -16.54% | 75 | 20.97% |
| 30 Sep, 15 | 234 | -2.09% | 17,676,714 | 105.32% | 134.09% | 3.22% | 127 | 9.48% | 62 | -13.89% |
| 30 Jun, 15 | 239 | -3.63% | 8,609,250 | -0.36% | 64.53% | 1.52% | 116 | -21.62% | 72 | 22.03% |
| 31 Mar, 15 | 248 | 16.43% | 8,640,731 | 6.54% | 65.08% | 1.66% | 148 | 43.69% | 59 | -15.71% |
| 31 Dec, 14 | 213 | 9.23% | 8,109,942 | 4.53% | 62.54% | 1.77% | 103 | 11.96% | 70 | 11.11% |
| 30 Sep, 14 | 195 | 2.09% | 7,758,674 | 0.43% | 59.46% | 1.69% | 92 | 10.84% | 63 | 5.00% |
| 30 Jun, 14 | 191 | - | 7,725,333 | -0.13% | 59.25% | 1.67% | 83 | -2.35% | 60 | -4.76% |
| 31 Mar, 14 | 191 | - | 7,735,495 | 5.28% | 59.61% | 1.80% | 85 | -10.53% | 63 | 16.67% |
| 31 Dec, 13 | 191 | 5.52% | 7,347,443 | -1.94% | 57.55% | 1.66% | 95 | 13.10% | 54 | -1.82% |
| 30 Sep, 13 | 181 | 2.84% | 7,492,739 | -4.90% | 58.83% | 1.57% | 84 | -31.15% | 55 | 103.70% |
| 30 Jun, 13 | 176 | 122.78% | 7,878,817 | 144.06% | 61.24% | 9.79% | 122 | 197.56% | 27 | 28.57% |
| 31 Mar, 13 | 79 | 27.42% | 3,228,264 | -27.47% | 25.01% | 2.11% | 41 | 28.13% | 21 | 5.00% |
| 31 Dec, 12 | 62 | -6.06% | 4,450,651 | 13.71% | 34.46% | 3.77% | 32 | -8.57% | 20 | 5.26% |
| 30 Sep, 12 | 66 | 8.20% | 3,913,983 | 15.55% | 30.25% | 4.39% | 35 | 6.06% | 19 | 26.67% |
| 30 Jun, 12 | 61 | -10.29% | 3,387,140 | 8.33% | 26.24% | 4.37% | 33 | -23.26% | 15 | 7.14% |
| 31 Mar, 12 | 68 | 4.62% | 3,126,584 | 52.94% | 24.50% | 9.93% | 43 | 30.30% | 14 | -17.65% |
| 31 Dec, 11 | 65 | 14.04% | 2,044,306 | -11.91% | 15.71% | 4.88% | 33 | 22.22% | 17 | 21.43% |
| 30 Sep, 11 | 57 | 3.64% | 2,320,763 | -10.87% | 17.95% | 4.63% | 27 | -6.90% | 14 | -22.22% |
| 30 Jun, 11 | 55 | 5.77% | 2,603,917 | 13.45% | 19.69% | 6.59% | 29 | 38.10% | 18 | -5.26% |
| 31 Mar, 11 | 52 | 4.00% | 2,295,147 | 20.05% | 17.29% | 8.83% | 21 | -27.59% | 19 | 90.00% |
| 31 Dec, 10 | 50 | 16.28% | 1,911,825 | 11.55% | 14.00% | 8.80% | 29 | 93.33% | 10 | -41.18% |
| 30 Sep, 10 | 43 | -14.00% | 1,713,947 | -11.51% | 12.61% | 6.44% | 15 | -31.82% | 17 | 13.33% |
| 30 Jun, 10 | 50 | 16.28% | 1,936,781 | 6.55% | 14.00% | 8.25% | 22 | -12.00% | 15 | 87.50% |
| 31 Mar, 10 | 43 | 22.86% | 1,817,780 | 20.65% | 13.02% | 11.36% | 25 | 13.64% | 8 | 33.33% |
| 31 Dec, 09 | 35 | 9.38% | 1,506,628 | 22.65% | 10.71% | 13.92% | 22 | 29.41% | 6 | -14.29% |
| 30 Sep, 09 | 32 | 10.34% | 1,228,386 | -50.06% | 8.77% | 2.87% | 17 | -22.73% | 7 | 75.00% |
| 30 Jun, 09 | 29 | 93.33% | 2,459,947 | 154.40% | 17.48% | 37.05% | 22 | 214.29% | 4 | -20.00% |
| 31 Mar, 09 | 15 | -50.00% | 966,950 | -44.20% | 6.87% | 4.51% | 7 | -63.16% | 5 | - |
| 31 Dec, 08 | 30 | -6.25% | 1,732,929 | 90.88% | 12.34% | 29.08% | 19 | 26.67% | 5 | -50.00% |
| 30 Sep, 08 | 32 | 6.67% | 907,863 | -11.09% | 6.52% | 12.05% | 15 | -16.67% | 10 | - |
| 30 Jun, 08 | 30 | -6.25% | 1,021,157 | -0.25% | 7.35% | 13.47% | 18 | -14.29% | 10 | 11.11% |
| 31 Mar, 08 | 32 | 18.52% | 1,023,735 | -12.18% | 7.39% | 10.95% | 21 | 61.54% | 9 | -18.18% |
| 31 Dec, 07 | 27 | 12.50% | 1,165,725 | -1.37% | 8.21% | 11.91% | 13 | -23.53% | 11 | 120.00% |
| 30 Sep, 07 | 24 | -22.58% | 1,181,963 | -13.37% | 8.30% | 9.00% | 17 | -10.53% | 5 | - |
| 30 Jun, 07 | 31 | 40.91% | 1,364,453 | 79.50% | 9.61% | 33.14% | 19 | 90.00% | 5 | 66.67% |
| 31 Mar, 07 | 22 | -26.67% | 760,141 | -49.98% | 5.38% | 4.54% | 10 | -9.09% | 3 | -66.67% |
| 31 Dec, 06 | 30 | 11.11% | 1,519,583 | 12.78% | 10.89% | 11.53% | 11 | -38.89% | 9 | 125.00% |
| 30 Sep, 06 | 27 | 58.82% | 1,347,371 | 19.28% | 9.72% | 14.75% | 18 | 38.46% | 4 | - |
| 30 Jun, 06 | 17 | 6.25% | 1,129,632 | 58.36% | 8.12% | 30.62% | 13 | 62.50% | - | -100.00% |
| 31 Mar, 06 | 16 | - | 713,352 | 14.84% | 5.15% | 26.62% | 8 | -11.11% | 2 | -50.00% |
| 31 Dec, 05 | 16 | - | 621,197 | 35.64% | 4.40% | 41.51% | 9 | - | 4 | - |
| 30 Sep, 05 | 16 | 6.67% | 457,982 | -10.95% | 3.25% | 25.02% | 9 | 12.50% | 4 | - |
| 30 Jun, 05 | 15 | -6.25% | 514,312 | -34.27% | 3.61% | 12.01% | 8 | - | 4 | -20.00% |
| 31 Mar, 05 | 16 | 23.08% | 782,423 | 12.20% | 5.48% | 22.71% | 8 | 60.00% | 5 | 25.00% |
| 31 Dec, 04 | 13 | -18.75% | 697,348 | -0.66% | 4.91% | 20.00% | 5 | -44.44% | 4 | - |
| 30 Sep, 04 | 16 | 45.45% | 701,964 | 17.22% | 4.96% | 27.58% | 9 | - | 4 | - |
| 30 Jun, 04 | 11 | -31.25% | 598,848 | 27.37% | 4.24% | 37.69% | 9 | -25.00% | - | -100.00% |
| 31 Mar, 04 | 16 | 45.45% | 470,165 | 0.50% | 3.35% | 33.21% | 12 | 100.00% | 2 | -33.33% |
| 31 Dec, 03 | 11 | 37.50% | 467,836 | 41.17% | 3.18% | 58.20% | 6 | 20.00% | 3 | 50.00% |
| 30 Sep, 03 | 8 | - | 331,405 | -23.29% | 2.34% | 28.50% | 5 | 25.00% | 2 | -33.33% |
| 30 Jun, 03 | 8 | -27.27% | 432,037 | -18.76% | 2.86% | 25.07% | 4 | -33.33% | 3 | - |
| 31 Mar, 03 | 11 | -8.33% | 531,779 | -48.23% | 3.38% | 8.28% | 6 | -50.00% | 3 | - |
| 31 Dec, 02 | 12 | 100.00% | 1,027,261 | 202.07% | 6.39% | 139.24% | 12 | 140.00% | - | - |
| 30 Sep, 02 | 6 | - | 340,077 | 211.03% | 2.14% | 479.15% | 5 | 25.00% | - | - |
| 30 Jun, 02 | 6 | -14.29% | 109,338 | -58.40% | 0.67% | 25.88% | 4 | -20.00% | - | - |
| 31 Mar, 02 | 7 | 133.33% | 262,832 | 244.65% | 1.61% | 736.39% | 5 | 400.00% | - | -100.00% |
| 31 Dec, 01 | 3 | -40.00% | 76,260 | -50.25% | 0.47% | 53.53% | 1 | -75.00% | 1 | - |
| 30 Sep, 01 | 5 | -16.67% | 153,287 | -40.98% | 0.93% | 37.53% | 4 | - | 1 | - |
| 30 Jun, 01 | 6 | 20.00% | 259,729 | 47.49% | 1.58% | 138.26% | 4 | - | 1 | - |
| 31 Mar, 01 | 5 | 66.67% | 176,105 | 18.67% | 1.07% | 140.23% | 4 | 300.00% | - | -100.00% |
| 31 Dec, 00 | 3 | -40.00% | 148,405 | -75.08% | 0.87% | 8.08% | 1 | -66.67% | 1 | - |
| 30 Sep, 00 | 5 | -16.67% | 595,513 | 124.97% | 3.29% | 156.47% | 3 | - | - | -100.00% |
| 30 Jun, 00 | 6 | 50.00% | 264,713 | 76.82% | 1.45% | 230.01% | 3 | 50.00% | 1 | - |
| 31 Mar, 00 | 4 | 100.00% | 149,705 | 47.04% | 0.79% | 326.70% | 2 | - | 1 | - |
| 31 Dec, 99 | 2 | -50.00% | 101,810 | -75.12% | 0.49% | 12.41% | 2 | -33.33% | - | - |
| 30 Sep, 99 | 4 | -42.86% | 409,239 | -20.03% | 1.99% | 30.45% | 3 | 50.00% | - | -100.00% |
| 30 Jun, 99 | 7 | -12.50% | 511,729 | -29.56% | 2.56% | 19.39% | 2 | -75.00% | 3 | - |
| 31 Mar, 99 | 8 | - | 726,495 | - | 3.63% | - | 8 | - | - | - |
Boston Beer Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Boston Beer's stock was made by O'Boyle Carolyn L. on Aug 14 2024, selling 63 shares at $274.90 per share (valued at $17.32K).
Boston Beer Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | 3 | 133.33% |
| Q2 2024 | 11 | 2 | 550.00% |
| Q1 2024 | 19 | 12 | 158.33% |
| Q4 2023 | 4 | 4 | 100.00% |
| Q3 2023 | 3 | 17 | 17.65% |
| Q2 2023 | 19 | 9 | 211.11% |
| Q1 2023 | 35 | 15 | 233.33% |
| Q4 2022 | 5 | 15 | 33.33% |
| Q3 2022 | 2 | 7 | 28.57% |
| Q2 2022 | 8 | 14 | 57.14% |
| Q1 2022 | 32 | 36 | 88.89% |
| Q4 2021 | 9 | 38 | 23.68% |
| Q3 2021 | 2 | 76 | 2.63% |
| Q2 2021 | 11 | 476 | 2.31% |
| Q1 2021 | 30 | 94 | 31.91% |
| Q4 2020 | 15 | 338 | 4.44% |
| Q3 2020 | 14 | 317 | 4.42% |
| Q2 2020 | 23 | 342 | 6.73% |
| Q1 2020 | 37 | 76 | 48.68% |
| Q4 2019 | 7 | 52 | 13.46% |
4 total buy trades, and 3 total sell trades (buy/sell ratio of 1.33%) were made by Boston Beer's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 14 | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | 10 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 10 | - |
| Q1 2022 | - | 18 | - |
| Q4 2021 | - | 30 | - |
| Q3 2021 | - | 72 | - |
| Q2 2021 | - | 470 | - |
| Q1 2021 | - | 77 | - |
| Q4 2020 | - | 325 | - |
| Q3 2020 | - | 301 | - |
| Q2 2020 | - | 327 | - |
| Q1 2020 | - | 56 | - |
| Q4 2019 | - | 46 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Boston Beer's stocks.
SAM Ownership FAQ
Who Owns Boston Beer?
Boston Beer is owned by institutional shareholders (37.32%), insiders (7.98%), and public (54.70%). The largest institutional shareholder of Boston Beer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (7.30% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (1.62% of total shares).
Who are the major institutional shareholders of Boston Beer?
Boston Beer's major institutional shareholders are T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, and STATE STREET CORP. The top five shareholders own together 28.79% of the company's share outstanding.
How many Boston Beer shareholders are there?
As of Jun 2024, there are 258 institutional shareholders of Boston Beer.
What percentage of Boston Beer is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC owns 880.32K shares of Boston Beer, representing 7.30% of the company's total shares outstanding, valued at $268.54M (as of Jun 2024).
What percentage of Boston Beer is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 818.6K shares of Boston Beer (SAM), compromising 6.79% of the company, valued at $249.72M.
What percentage of Boston Beer is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Boston Beer. The company owns 792.15K of the company's shares outstanding (worth $241.65M).