Who Owns Boston Beer Stock?
NYSE: SAMConsumer StaplesBeverages (Production/Distribution)USD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 109.44%
- Institutions (% of float)
- 120.71%
- Held by insiders
- 9.34%
- Institutional holders
- 439
- Institutions 90.7%
- Insiders 9.3%
- Public and other 0.0%
Who owns Boston Beer stock?
Institutional investors own about 109.4% of Boston Beer's shares, spread across 439 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 9.34% of SAM.
The largest institutional holders are Blackrock Inc. (12.17%), Vanguard Portfolio Management LLC (7.30%) and AQR Capital Management, LLC (6.47%). Together, the top 10 institutions control 54.8% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their SAM positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SAM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 1.02M | 12.17% | +31.8% |
| Vanguard Portfolio Management LLC | 609.36K | 7.30% | -4.0% |
| AQR Capital Management, LLC | 539.99K | 6.47% | -17.2% |
| UBS Group AG | 434.66K | 5.21% | +98.8% |
| American Century Companies Inc | 385.33K | 4.62% | +33.8% |
| Vanguard Capital Management LLC | 345.82K | 4.14% | +1.4% |
| Arrowstreet Capital, Limited Partnership | 321.08K | 3.85% | +30.9% |
| Dimensional Fund Advisors LP | 320.88K | 3.85% | +17.3% |
| State Street Corporation | 314.73K | 3.77% | +23.3% |
| Millennium Management Llc | 283.51K | 3.40% | +193.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SAM
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 366.82K | 4.40% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 262.27K | 3.14% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 237.53K | 2.85% |
| iShares Trust-iShares Russell 2000 ETF | 197.86K | 2.37% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 172.07K | 2.06% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | 145.81K | 1.75% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 115.75K | 1.39% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | 114.67K | 1.37% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 109.12K | 1.31% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | 88.82K | 1.06% |
Frequently asked questions
Who is the largest shareholder of Boston Beer?
Blackrock Inc. is the largest institutional shareholder of SAM, owning 12.17% of shares outstanding (1.02M shares) as of its latest 13F filing.
What percentage of Boston Beer is owned by institutions?
Institutions own about 109.4% of SAM shares and 120.7% of the public float.
How much of Boston Beer do insiders own?
Insiders, such as officers and directors, own about 9.34% of SAM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.