SAM · NYSE · Beverages - Alcoholic

Boston Beer (SAM)

Sells beer, hard tea, cider, hard seltzer, and vodka RTDs through a nationally distributed U.S. portfolio.

$167.36
vs last close−4.04 (−2.36%)

13F · 13D/G · Form 4

Institutions85.18%8.77M shares
346 holders · as of Jun 30, 2026
Insiders23.85%2.45M shares
19 holders · as of May 28, 2026
Adds to109.03%

10.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 109.03%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
C. James Koch1Insiderdirector, 10 percent owner, officer: Chairman
22.07%2.27M COMPANYfiled Feb 11, 2026
BlackRock, Inc.Institution
9.86%1.02M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.92%609,360 Aas of Jun 30, 2026
AQR Capital Management LLCInstitution
5.25%539,988 Aas of Jun 30, 2026
UBS Group AGInstitution
4.22%434,656 Aas of Jun 30, 2026
American Century Companies IncInstitution
3.74%385,326 Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.36%345,822 Aas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
3.12%321,080 Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.12%320,885 Aas of Jun 30, 2026
State Street CorpInstitution
3.06%314,732 Aas of Jun 30, 2026
Millennium Management LLCInstitution
2.75%283,512 Aas of Jun 30, 2026
Global Alpha Capital Management Ltd.Institution
2.60%267,567 Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.00%205,368 Aas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
1.94%199,420 Aas of Jun 30, 2026
Southeastern Asset Management Inc/TN/Institution
1.42%146,043 Aas of Jun 30, 2026
Southernsun Asset Management, LLCInstitution
1.28%131,877 Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.27%130,819 Aas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.23%126,182 Aas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.23%126,182 Aas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
1.14%117,548 Aas of Jun 30, 2026
Morgan StanleyInstitution
1.01%104,302 Aas of Jun 30, 2026
Ameriprise Financial IncInstitution
1.00%103,039 Aas of Jun 30, 2026
Quantinno Capital Management LPInstitution
1.00%102,562 Aas of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.99%102,179 Aas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
0.97%99,454 Aas of Jun 30, 2026
  1. C. James Koch's transaction reports restate only vehicles that traded; the 2026 ownership statement (2.27M) is used instead.

13F, as of Jun 30, 2026

346 holders · 8.77M shares · 48 new positions · 158 increased · 116 reduced · 85 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.1.02M9.86%+245.0KAug 7, 2026
Vanguard Portfolio Management LLC609.4K5.92%−25.1KAug 13, 2026
AQR Capital Management LLC540.0K5.25%−112.0KAug 14, 2026
UBS Group AG434.7K4.22%+216.1KAug 13, 2026
American Century Companies Inc385.3K3.74%+97.2KAug 12, 2026
Vanguard Capital Management LLC345.8K3.36%+4.9KAug 13, 2026
Arrowstreet Capital, Limited Partnership321.1K3.12%+75.8KAug 13, 2026
Dimensional Fund Advisors LP320.9K3.12%+47.3KAug 11, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
C. James Koch21.62%2.27M13GFeb 11, 2026
AQR Capital Management, LLC7.78%652.0K13GMay 14, 2026
Vanguard Portfolio Management7.58%635.4K13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Nov 4, 2025
Michael Spillanedirector
Sale · 2 lots3,120$205.7810,877

House and Senate disclosures

Not reported.