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SAM Institutional Ownership & 13F Holders | SmartMoneyDB

SAMBOSTON BEER INC

CL A · CUSIP 100557107

Smart Money Ownership

Of the 12 tracked institutions holding SAM, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.7pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$2.0M

+3.5pt

SAM (BOSTON BEER INC) Institutional Ownership Summary

Among the 12 tracked institutional investors we monitor, SAM (BOSTON BEER INC) is held with a combined value of $629.90M across 3,450,085 shares. The largest holder is VANGUARD GROUP INC with a position worth $202.78M. 8 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$629.90M

Total Shares Held

3,450,085

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+32% shares~$43.4M MILLENNIUM MANAGEMENT LLC+193% shares~$33.1M VANGUARD GROUP INC+9% shares~$17.4M STATE STREET CORP+23% shares~$10.5M Bridgewater Associates, LP+907% shares~$3.0M

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

MILLENNIUM MANAGEMENT LLC

0.03% of book+193.4%

$50.19M

RENAISSANCE TECHNOLOGIES LLC

Bridgewater Associates, LP

0.01% of book+906.5%

$3.30M

TWO SIGMA ADVISERS, LP

0.00% of book+132.7%

$2.50M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$202.78M	1,039,184	0.00%	+9.4%
2	BlackRock, Inc.	$179.73M	1,015,254	0.00%	+31.8%
3	AQR CAPITAL MANAGEMENT LLC	$95.59M	539,988	0.03%	-17.2%
4	STATE STREET CORP	$55.81M	314,732	0.00%	+23.3%
5	MILLENNIUM MANAGEMENT LLC	$50.19M	283,512	0.03%	+193.4%
6	RENAISSANCE TECHNOLOGIES LLC	$18.09M	102,179	0.02%	+9.0%
7	FMR LLC	$10.73M	60,625	0.00%	-69.0%
8	CITADEL ADVISORS LLC	$8.64M	48,829	0.00%	-8.2%
9	Bridgewater Associates, LP	$3.30M	18,630	0.01%	+906.5%
10	TWO SIGMA ADVISERS, LP	$2.50M	12,800	0.00%	+132.7%

Activist & Large Holders (13D/13G)

Investor	Ownership	Type	Filed
AQR CAPITAL MANAGEMENT LLC	6.5%	13G/A	2026-08-13

SEC Schedule 13D (activist) and 13G (passive) filings for SAM. Filed when an investor acquires 5%+ ownership.

Frequently Asked Questions

Which institutional investors own the most SAM stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SAM with a position worth $202.78M, representing 0.00% of their portfolio. In total, 12 institutional investors hold SAM with a combined value of $629.90M.

What percentage of SAM is owned by institutional investors?

Institutional investors hold $629.90M worth of SAM stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $202.78M in holdings.

What is a 13F filing and why does it matter for SAM?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SAM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SAM institutional moves

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