Boston Beer Ownership | Who Owns Boston Beer?

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Boston Beer Ownership Summary

Boston Beer is owned by 59.30% institutional investors, 8.17% insiders, and 32.53% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 7.30% of SAM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.44% of its assets in Boston Beer shares.

SAM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Boston Beer	59.30%	8.17%	32.53%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Beer Stocks	26.44%	3.33%	70.23%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	880.32K	7.30%	$268.54M
Blackrock	818.60K	6.79%	$249.72M
Vanguard group	792.15K	6.57%	$241.65M
Fmr	707.46K	5.87%	$215.81M
State street	271.37K	2.25%	$82.78M
Dimensional fund advisors lp	182.97K	1.52%	$55.81M
Geode capital management	152.20K	1.26%	$46.44M
Southernsun asset management	142.66K	1.18%	$43.52M
Bank of new york mellon	133.49K	1.11%	$40.72M
Fisher asset management	127.27K	1.06%	$38.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Southernsun asset management	142.66K	5.25%	$43.52M
Arvin capital management lp	42.80K	4.12%	$13.06M
Crawford fund management	22.52K	1.73%	$6.87M
Southeastern asset management inc/tn/	106.32K	1.41%	$32.43M
Mesirow institutional investment management	52.50K	1.40%	$16.01M
Gagnon securities	22.38K	1.35%	$6.71M
Profit investment management	4.85K	1.17%	$1.45M
Summit place financial advisors	3.00K	0.54%	$913.93K
Qv investors	16.88K	0.52%	$5.06M
Sw investment management	5.00K	0.49%	$1.53M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	707.46K	0.01%	116.06K
Norges bank	105.23K	0.00%	105.23K
Mesirow institutional investment management	52.50K	1.40%	52.50K
D. e. shaw	114.74K	0.03%	51.00K
Man group	76.69K	0.06%	48.43K

Top Sellers

Holder	Shares	% Assets	Change
Baird financial group	-	-	-168.03K
Barclays	-	-	-80.00K
Renaissance	45.20K	0.02%	-40.30K
Qube research	-	-	-37.78K
Marshall wace, llp	100.62K	0.04%	-36.89K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	105.23K	0.00%	105.23K	$32.10M
Mesirow institutional investment management	52.50K	1.40%	52.50K	$16.01M
Arvin capital management lp	42.80K	4.12%	42.80K	$13.06M
Corebridge financial	11.59K	0.02%	11.59K	$3.53M
Centerbook partners lp	9.52K	0.18%	9.52K	$2.90M

Sold Out

Holder	Change
Tfc financial management	-1.00
Fernwood investment management	-2.00
Gradient investments	-2.00
Jfs wealth advisors	-2.00
Signature resources capital management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Sep 30, 2023	344	8.86%	7,769,118	-1.34%	63	1.54%	145	15.08%	109	10.10%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	280.19K	2.44%	909.00
Vanguard Total Stock Mkt Idx Inv	257.40K	2.24%	-15.33K
Vanguard Small Cap Index	215.81K	1.88%	-3.09K
T. Rowe Price US Mid-Cap Growth Equity	169.60K	1.48%	-29.90K
T. Rowe Price Mid-Cap Growth	169.60K	1.48%	-
Fidelity Select Consumer Staples Port	152.90K	1.33%	-6.90K
Vanguard Institutional Extnd Mkt Idx Tr	131.49K	1.14%	-1.50K
Vanguard Small Cap Growth Index Inv	122.61K	1.07%	2.25K
Longleaf Partners Small-Cap	106.20K	0.91%	-
T. Rowe Price US Smlr Cm Eq A USD	103.16K	0.90%	62.86K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Oct 01, 2024	O'Boyle Carolyn L.	Chief People Officer	Sell	$17.91K
Sep 03, 2024	O'Boyle Carolyn L.	Chief People Officer	Sell	$17.32K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	3
2023 Q4	-	2

SAM Ownership FAQ

Who Owns Boston Beer?

Boston Beer shareholders are primarily institutional investors at 59.30%, followed by 8.17% insiders and 32.53% retail investors. The average institutional ownership in Boston Beer's industry, Beer Stocks, is 26.44%, which Boston Beer exceeds.

Who owns the most shares of Boston Beer?

Boston Beer’s largest shareholders are T. rowe price investment management (880.32K shares, 7.30%), Blackrock (818.6K shares, 6.79%), and Vanguard group (792.15K shares, 6.57%). Together, they hold 20.67% 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 5.25% of its assets in 142.66K Boston Beer shares, valued at 43.52M$.

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 2.44% of its total shares outstanding invested in 280.18K Boston Beer shares.

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