⌘K

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: +4.3pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$1.9M

+2.7pt

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 $732.63M across 3,338,911 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

$732.63M

Total Shares Held

3,338,911

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

AQR CAPITAL MANAGEMENT LLC+48% shares~$48.8M VANGUARD GROUP INC+9% shares~$17.4M BlackRock, Inc.+6% shares~$10.4M MILLENNIUM MANAGEMENT LLC+70% shares~$9.2M RENAISSANCE TECHNOLOGIES LLC+13% shares~$2.6M

13F Institutional Holders

Sort

AQR CAPITAL MANAGEMENT LLC

Gotham Asset Management, LLC

0.12% of book-31.6%

$39.24M

MILLENNIUM MANAGEMENT LLC

0.01% of book+69.9%

$22.26M

RENAISSANCE TECHNOLOGIES LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+7.8%

$1.87M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$202.78M	1,039,184	0.00%	+9.4%
2	BlackRock, Inc.	$177.47M	770,250	0.00%	+6.2%
3	AQR CAPITAL MANAGEMENT LLC	$150.22M	651,984	0.07%	+48.1%
4	STATE STREET CORP	$58.80M	255,195	0.00%	+0.4%
5	FMR LLC	$45.01M	195,365	0.00%	-45.9%
6	Gotham Asset Management, LLC	$39.24M	170,318	0.12%	-31.6%
7	MILLENNIUM MANAGEMENT LLC	$22.26M	96,615	0.01%	+69.9%
8	RENAISSANCE TECHNOLOGIES LLC	$21.61M	93,779	0.03%	+13.4%
9	CITADEL ADVISORS LLC	$12.26M	53,214	0.01%	-60.0%
10	PRICE T ROWE ASSOCIATES INC /MD/	$1.87M	8,101	0.00%	+7.8%

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 $732.63M.

What percentage of SAM is owned by institutional investors?

Institutional investors hold $732.63M 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

Get notified when hedge funds change their SAM positions.