Boston Beer Company Ownership | Who Owns Boston Beer Company?
Boston Beer Company Ownership Summary
Boston Beer Company 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 2.46% of its assets in Boston Beer Company shares.
SAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Boston Beer Company | 59.30% | 8.17% | 32.53% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| 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 |
| Profit investment management | 10.99K | 2.10% | $3.35M |
| 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 | 19.11K | 1.31% | $5.83M |
| Qv investors | 20.57K | 0.59% | $6.28M |
| Summit place financial advisors | 3.00K | 0.54% | $913.93K |
| 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 |
| Rise advisors | -3.00 |
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 | 283.08K | 2.46% | 531.00 |
| Vanguard Total Stock Mkt Idx Inv | 274.19K | 2.39% | -1.78K |
| Vanguard Small Cap Index | 217.56K | 1.89% | 450.00 |
| T. Rowe Price US Mid-Cap Growth Equity | 199.50K | 1.70% | -48.80K |
| T. Rowe Price Mid-Cap Growth | 199.50K | 1.70% | -400.00 |
| Fidelity Select Consumer Staples Port | 159.50K | 1.39% | 6.20K |
| Vanguard Institutional Extnd Mkt Idx Tr | 132.36K | 1.15% | -1.13K |
| Vanguard Small Cap Growth Index Inv | 119.59K | 1.04% | -273.00 |
| T. Rowe Price Small-Cap Stock | 107.29K | 0.92% | -35.10K |
| T. Rowe Price US Small-Cap Core Equity | 107.29K | 0.92% | -45.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 13, 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 |
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