Boston Beer Company Inc. Class ASAM

13F holders, Q2 2024 (June 30)
325holders −1
49new positions
49sold out
10famous investors
$304.93avg. 13F price*

At the end of Q2 2024, 325 institutions reported holding Boston Beer Company Inc. Class A (SAM) in their 13F filings, down 1 from Q1 2024. 49 opened new positions and 49 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($268.5M), BlackRock Inc. ($249.7M) and Vanguard Group Inc. ($241.6M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Boston Beer Company Inc. Class A
CUSIP
100557107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 326Q1 2024Q2 2024: 325Q2 2024Q3 2024: 332Q3 2024Q4 2024: 347Q4 2024Q1 2025: 328Q1 2025Q2 2025: 348Q2 2025Q3 2025: 357Q3 2025Q4 2025: 348Q4 2025Q1 2026: 370Q1 2026Q2 2026: 330Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions49$43.2M
Exits49$113.7M

All 13F filers, Q1 2024 → Q2 2024: 761,709 shares bought and 940,083 shares sold, net −178,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

T. Rowe Price Investment Management, Inc. 0.17% Reduce -1.2% 880,324 $268.5M
BlackRock Inc. 0.01% Reduce -2.5% 818,604 $249.7M
Vanguard Group Inc. 0.00% Add +1.0% 792,151 $241.6M
FMR LLC 0.01% Add +19.6% 707,457 $215.8M
State Street Corp. 0.00% Reduce -1.8% 271,367 $82.8M
Dimensional Fund Advisors LP 0.01% Add +17.0% 182,972 $55.8M
Geode Capital Management, LLC 0.00% Reduce -0.5% 152,199 $46.4M
Southernsun Asset Management, LLC 5.25% Reduce -1.9% 142,662 $43.5M
Bank of New York Mellon Corp 0.01% Add +8.1% 133,486 $40.7M
Fisher Asset Management 0.02% Add +18.1% 127,269 $38.8M
Invesco Ltd. 0.01% Add +22.9% 126,386 $38.6M
D. E. Shaw & Co. 0.05% Add +80.0% 114,736 $35.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 111,193 $33.9M
AQR Capital Management 0.05% Reduce -4.3% 109,788 $33.2M
Southeastern Asset Management Inc. 1.41% No change 106,317 $32.4M
Norges Bank 0.00% Add +88.6% 105,227 $32.1M
Marshall Wace, LLP 0.04% Reduce -26.8% 100,623 $30.7M
Armistice Capital, LLC 0.78% Add +1.1% 97,292 $29.7M
Loomis Sayles & Co. L P 0.03% Reduce -2.6% 81,486 $24.9M
Man Group plc 0.06% Add +171.4% 76,686 $23.4M
Northern Trust Corp. 0.00% Add +10.1% 73,958 $22.6M
Morgan Stanley 0.00% Reduce -1.2% 65,711 $20.0M
Jacobs Levy Equity Management, Inc. 0.07% Add +8.7% 53,623 $16.4M
Mesirow Institutional Investment Management, Inc. 1.40% New 52,497 $16.0M
JPMorgan Chase & Co. 0.00% Reduce -14.0% 50,909 $15.5M
TD Asset Management Inc 0.01% Add +6.6% 49,132 $15.0M
Canada Pension Plan Investment Board 0.01% Add +8.3% 48,300 $14.7M
Goldman Sachs Group Inc. 0.00% Reduce -13.7% 47,322 $14.4M
Assenagon Asset Management S.A. 0.04% Add +190.6% 46,659 $14.2M
Renaissance Technologies 0.02% Reduce -47.1% 45,200 $13.8M
Citadel Advisors 0.01% Reduce -53.3% 45,177 $13.8M
Prudential Financial Inc. 0.02% Add +4388.4% 43,986 $13.4M
Deutsche Bank AG 0.01% Add +5047.5% 42,982 $13.1M
American Century Companies Inc. 0.01% Reduce -13.8% 41,078 $12.5M
UBS Group AG 0.00% Add +88.5% 39,548 $12.1M
Two Sigma Investments, LP 0.03% Reduce -8.5% 35,679 $10.9M
Principal Financial Group Inc. 0.01% Reduce -14.4% 30,471 $9.3M
Centre Asset Management, LLC 2.00% Add +10.2% 28,537 $8.7M
Wellington Management Group LLP 0.00% Add +92.1% 28,099 $8.6M
Rhumbline Advisers 0.01% Reduce -7.1% 26,894 $8.2M
Nuveen Asset Management, LLC 0.00% Reduce -7.8% 26,606 $8.1M
Millennium Management 0.01% Reduce -59.1% 25,180 $7.7M
Bank of America Corp. 0.00% Reduce -28.9% 24,857 $7.6M
Crawford Fund Management, LLC 5.44% Add +111.1% 22,515 $6.9M
Jane Street Group, LLC 0.01% Add +37.6% 21,851 $6.7M
Squarepoint Ops LLC 0.02% Reduce -70.9% 20,941 $6.4M
QV Investors Inc. 0.59% Reduce -1.1% 20,570 $6.3M
Tudor Investment Corporation 0.07% Add +32.0% 19,445 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +65.7% 19,203 $5.9M
Gagnon Securities LLC 1.31% Add +13.1% 19,108 $5.8M
Gabelli Funds LLC 0.04% Add +12.3% 18,750 $5.7M
Swiss National Bank 0.00% Reduce -2.1% 18,600 $5.7M
Retirement Systems of Alabama 0.02% Reduce -2.9% 17,786 $5.4M
GAMCO Investors 0.06% Add +25.9% 16,785 $5.1M
Royal Bank of Canada 0.00% Add +10.1% 15,692 $4.8M
Los Angeles Capital Management LLC 0.02% Add +0.5% 14,729 $4.5M
New York State Teachers Retirement System 0.01% Add +3.7% 14,602 $4.5M
Franklin Resources Inc. 0.00% Add +2.9% 13,983 $4.3M
Legal & General Group Plc 0.00% Reduce -33.4% 13,979 $4.3M
Alliancebernstein L.P. 0.00% Reduce -55.1% 13,890 $4.2M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 13,346 $4.1M
California State Teachers Retirement System 0.00% Reduce -2.9% 13,208 $4.0M
Gotham Asset Management 0.05% Add +10.1% 13,102 $4.0M
Ontario Teachers Pension Plan Board 0.04% Add +19.1% 13,047 $4.0M
First Trust Advisors LP 0.00% Reduce -1.1% 11,977 $3.7M
Bank of Nova Scotia 0.01% New 11,791 $3.6M
Brandywine Global Investment Management, LLC 0.03% Reduce -5.7% 11,694 $3.6M
Corebridge Financial, Inc. 0.02% — 11,588 $3.5M
Russell Investments Group, Ltd. 0.01% Reduce -7.8% 11,404 $3.5M
Profit Investment Management, LLC 2.10% Reduce -6.2% 10,987 $3.4M
ExodusPoint Capital Management, LP 0.03% Add +772.5% 10,426 $3.2M
CenterBook Partners LP 0.18% New 9,519 $2.9M
Barclays PLC 0.00% Reduce -84.9% 9,005 $2.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -12.2% 8,878 $2.7M
T. Rowe Price Associates Inc. 0.00% Reduce -4.7% 8,780 $2.7M
Van Eck Associates Corp. 0.00% Reduce -34.3% 8,481 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Add +9.7% 8,350 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% Add +21.4% 8,109 $2.5M
Governors Lane LP 0.39% New 8,100 $2.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.5% 7,801 $2.4M
Wells Fargo & Company 0.00% Reduce -14.0% 7,760 $2.4M
Holocene Advisors, LP 0.01% Add +5.2% 7,549 $2.3M
Alberta Investment Management Corp 0.02% New 7,300 $2.2M
Wedge Capital Management L L P 0.04% Add +16.9% 7,209 $2.2M
State of Wisconsin Investment Board 0.01% Add +778.3% 6,649 $2.0M
Asset Management Group, Inc. 0.30% No change 6,507 $2.0M
New York State Common Retirement Fund 0.00% Reduce -11.8% 6,203 $1.9M
Bokf, NA 0.03% Reduce -30.9% 6,064 $1.8M
Voya Investment Management LLC 0.00% Add +17.7% 5,836 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -63.9% 5,662 $1.7M
Amalgamated Bank 0.01% Reduce -3.8% 5,490 $1.7M
Citigroup Inc. 0.00% Add +47.8% 5,309 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -58.7% 5,236 $1.6M
Illinois Municipal Retirement Fund 0.02% No change 5,183 $1.6M
Y-Intercept (Hong Kong) Ltd 0.08% Add +283.3% 5,056 $1.5M
Algert Global LLC 0.05% Add +114.0% 5,053 $1.5M
SW Investment Management LLC 0.49% New 5,000 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +18.7% 4,933 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -11.4% 4,900 $1.5M
Schechter Investment Advisors, LLC 0.11% Reduce -6.5% 4,878 $1.5M
Cardinal Capital Management 0.25% Add +20.2% 4,869 $1.5M
Janus Henderson Group PLC 0.00% Reduce -1.1% 4,526 $1.4M
Brevan Howard Capital Management LP 0.09% Add +311.1% 4,317 $1.3M
Sei Investments Co. 0.00% Add +64.8% 4,254 $1.3M
LPL Financial LLC 0.00% Reduce -1.6% 4,156 $1.3M
Comerica Bank 0.01% Reduce -2.2% 4,101 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -81.6% 4,021 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +398.9% 4,011 $1.2M
XTX Topco Ltd 0.10% Add +72.4% 3,967 $1.2M
Treasurer of the State of North Carolina 0.01% Reduce -5.8% 3,955 $1.2M
Cornercap Investment Counsel Inc. 0.19% Add +213.9% 3,895 $1.2M
Kornitzer Capital Management Inc. 0.02% Reduce -6.9% 3,839 $1.2M
Campbell & CO Investment Adviser LLC 0.10% New 3,722 $1.1M
Assetmark, Inc. 0.00% Add +67.6% 3,697 $1.1M
Public Employees Retirement System of Ohio 0.00% Reduce -3.1% 3,592 $1.1M
Heartland Advisors Inc. 0.06% Reduce -1.6% 3,503 $1.1M
ING Groep NV 0.01% No change 3,500 $1.1M
Engineers Gate Manager LP 0.02% New 3,381 $1.0M
Epoch Investment Partners, Inc. 0.00% Reduce -75.0% 3,359 $1.0M
Savant Capital, LLC 0.01% New 3,218 $982K
Nomura Holdings Inc. 0.01% New 3,217 $981K
Amica Mutual Insurance Co. 0.10% No change 3,208 $979K
Icon Advisers Inc. 0.22% Reduce -11.1% 3,200 $966K
Nomura Asset Management Co. Ltd. 0.00% Reduce -5.0% 3,054 $932K
Summit Place Financial Advisors, LLC 0.54% Add +8.9% 2,996 $914K
Founders Capital Management, LLC 0.17% No change 2,995 $914K
Seven Eight Capital, LP 0.09% Reduce -40.0% 2,966 $905K
Verition Fund Management LLC 0.01% Reduce -76.7% 2,885 $880K
Balyasny Asset Management L.P. 0.00% Reduce -82.5% 2,845 $868K
Bridgewater Associates 0.00% Reduce -78.0% 2,834 $865K
Quantinno Capital Management LP 0.02% New 2,817 $859K
Yousif Capital Management, LLC 0.01% Reduce -13.4% 2,802 $855K
Pearl River Capital, LLC 0.13% Add +117.0% 2,767 $844K
Intech Investment Management LLC 0.01% New 2,732 $833K
Arizona State Retirement System 0.01% Add +0.2% 2,648 $808K
Louisiana State Employees Retirement System 0.02% Reduce -3.7% 2,600 $793K
Pinebridge Investments, L.P. 0.01% Add +60.4% 2,544 $776K
Teacher Retirement System of Texas 0.00% Reduce -12.7% 2,508 $765K
Creative Planning 0.00% Add +7.1% 2,385 $728K
Voloridge Investment Management, LLC 0.00% New 2,309 $704K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.7% 2,260 $689K
Two Sigma Securities, LLC 0.03% New 2,256 $688K
Victory Capital Management Inc. 0.00% Reduce -2.5% 2,230 $680K
Exchange Traded Concepts, LLC 0.02% Add +4.7% 2,215 $676K
Thrivent Financial for Lutherans 0.00% Reduce -6.3% 2,209 $674K
Wolverine Trading, LLC 0.01% Add +33.5% 2,190 $668K
State of Michigan Retirement System 0.00% Reduce -4.4% 2,183 $666K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -87.8% 2,180 $665K
Lanark Financial, Inc. 0.06% Reduce -1.5% 2,181 $665K
Quinn Opportunity Partners LLC 0.07% New 2,100 $641K
Two Sigma Advisers, LP 0.00% Reduce -87.9% 2,100 $641K
Bank Hapoalim BM 0.09% Reduce -3.5% 2,068 $631K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -2.8% 2,041 $623K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.6% 2,027 $618K
Trexquant Investment LP 0.01% Reduce -87.8% 1,955 $596K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.5% 1,945 $593K
Allspring Global Investments Holdings, LLC 0.00% Reduce -89.0% 1,944 $593K
Lazard Asset Management LLC 0.00% Add +1147.7% 1,934 $589K
Oregon Public Employees Retirement Fund 0.01% Reduce -17.2% 1,928 $588K
New Mexico Educational Retirement Board 0.02% No change 1,900 $580K
State of Tennessee, Department of Treasury 0.00% New 1,892 $577K
Diversified Investment Strategies, LLC 0.40% Add +13.7% 1,865 $569K
Mercer Global Advisors Inc. 0.00% New 3,473 $532K
Versor Investments LP 0.09% Reduce -32.9% 1,674 $511K
Aigen Investment Management, LP 0.10% New 1,658 $506K
Trust Co. of Vermont 0.03% No change 1,580 $482K
NJ State Employees Deferred Compensation Plan 0.06% No change 1,500 $458K
Cambria Investment Management, L.P. 0.03% New 1,467 $448K
Commonwealth Equity Services, LLC 0.00% Reduce -9.9% 1,461 $446K
Capstone Investment Advisors, LLC 0.02% Reduce -63.0% 1,449 $442K
Roberts Glore & Co. Inc. 0.13% Add +38.4% 1,442 $440K
Pine Haven Investment Counsel, Inc 0.37% Add +0.7% 1,394 $425K
Capula Management Ltd 0.00% New 1,394 $425K
Oak Thistle LLC 0.31% New 1,381 $421K
Investors Research Corp 0.10% No change 1,375 $419K
Federated Hermes, Inc. 0.00% Reduce -6.7% 1,371 $418K
Pacer Advisors, Inc. 0.00% Reduce -21.7% 1,342 $409K
Stifel Financial Corp. 0.00% Add +12.9% 1,281 $391K
Cetera Investment Advisers 0.00% Reduce -10.1% 1,279 $390K
Osaic Holdings, Inc. 0.00% Reduce -16.8% 1,251 $382K
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.1% 1,168 $356K
Peapack Gladstone Financial Corp. 0.01% No change 1,167 $356K
Cresset Asset Management, LLC 0.00% New 1,166 $356K
Xponance LLC 0.00% Reduce -39.8% 1,153 $352K
Howe & Rusling Inc. 0.03% No change 1,139 $347K
Partnership Wealth Management, LLC 0.26% Reduce -17.5% 1,138 $347K
Hudson Edge Investment Partners Inc. 0.07% Reduce -27.5% 1,121 $342K
SG Americas Securities, LLC 0.00% Reduce -59.6% 1,117 $341K
Boothbay Fund Management, LLC 0.01% New 1,110 $339K
Gilbert & Cook, Inc. 0.05% Reduce -9.1% 1,109 $338K
Pictet Asset Management Holding SA 0.00% No change 1,100 $336K
Texas Yale Capital Corp. 0.02% No change 1,082 $330K
Advisory Services Network, LLC 0.01% Add +1.5% 1,080 $329K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.9% 1,072 $327K
Semus Wealth Partners LLC 0.24% Add +24.1% 1,031 $315K
Vise Technologies, Inc. 0.05% Add +1.2% 1,019 $311K
State of Alaska, Department of Revenue 0.00% No change 1,019 $310K
Caldwell Trust Co 0.03% Reduce -16.7% 1,000 $305K
PNC Financial Services Group, Inc. 0.00% Reduce -9.9% 995 $304K
Edgestream Partners, L.P. 0.01% New 986 $301K
HighTower Advisors, LLC 0.00% Reduce -5.0% 949 $299K
Camelot Portfolios, LLC 0.17% New 980 $299K
PEAK6 Investments LLC 0.01% Reduce -49.9% 943 $288K
Cibc World Market Inc. 0.00% Add +19.5% 931 $284K
Bank of Montreal 0.00% Reduce -75.4% 921 $281K
AdvisorShares Investments LLC 0.05% New 900 $272K
Balanced Rock Investment Advisors LLC 0.22% Add +3.2% 847 $258K
Bridgefront Capital, LLC 0.11% New 837 $255K
Kestra Advisory Services, LLC 0.00% Add +17.8% 836 $255K
Commerce Bank 0.00% Reduce -27.2% 824 $251K
Allianz Asset Management GmbH 0.00% Add +0.8% 800 $244K
Raymond James & Associates 0.00% Reduce -34.0% 800 $244K
Great Valley Advisor Group, Inc. 0.01% Add +3.8% 799 $244K
Sage Private Wealth Group, LLC 0.20% Add +4.5% 792 $242K
Securian Asset Management, Inc. 0.01% No change 785 $239K
Thoroughbred Financial Services, LLC 0.02% New 750 $228K
Graham Capital Management, L.P. 0.01% Reduce -73.1% 729 $222K
Raymond James Financial Services Advisors, Inc. 0.00% New 716 $218K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.7% 713 $218K
Captrust Financial Advisors 0.00% New 713 $218K
National Bank of Canada 0.00% Reduce -0.7% 721 $217K
Pallas Capital Advisors LLC 0.01% New 770 $216K
Teza Capital Management LLC 0.03% New 704 $215K
BNP Paribas Financial Markets 0.00% Reduce -75.0% 703 $214K
Sanctuary Advisors, LLC 0.00% — 752 $213K
Maryland State Retirement & Pension System 0.00% New 680 $207K
Nexpoint Asset Management, L.P. 0.03% New 675 $206K
Cwm, LLC 0.00% Add +85.4% 623 $190K
Oakworth Capital, Inc. 0.01% No change 500 $153K
AlphaMark Advisors, LLC 0.05% Reduce -46.7% 495 $151K
1620 Investment Advisors, Inc. 0.11% New 476 $145K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.3% 467 $142K
Nisa Investment Advisors, LLC 0.00% Reduce -75.8% 465 $142K
Allworth Financial LP 0.00% Add +21.8% 492 $137K
Jones Financial Companies LLLP 0.00% New 407 $124K
Walleye Capital LLC 0.00% Reduce -22.1% 324 $99K
Studio Investment Management LLC 0.02% Add +132.6% 307 $94K
KBC Group NV 0.00% Add +35.0% 301 $92K
CNB Bank 0.04% Reduce -67.0% 293 $89K
Steward Partners Investment Advisory, LLC 0.00% No change 291 $89K
Global Retirement Partners, LLC 0.00% Reduce -0.4% 276 $84K
Principal Securities, Inc. 0.00% No change 273 $83K
Eukles Asset Management 0.04% Reduce -10.2% 272 $83K
Quarry LP 0.04% Add +984.0% 271 $83K
DekaBank Deutsche Girozentrale 0.00% Add +61.3% 250 $75K
Leonteq Securities AG 0.01% Reduce -43.1% 230 $70K
Sachetta, LLC 0.03% Add +1533.3% 245 $68K
US Bancorp \de 0.00% Reduce -39.3% 212 $65K
UMB Bank, n.a. 0.00% Reduce -8.4% 206 $63K
ORG Partners LLC 0.01% New 160 $48K
MCF Advisors LLC 0.00% No change 156 $48K
Huntington National Bank 0.00% Reduce -17.2% 154 $47K
HM Payson & Co. 0.00% No change 150 $46K
First Command Advisory Services, Inc. 0.00% No change 145 $44K
Parallel Advisors, LLC 0.00% Add +8.0% 135 $41K
Kelly Financial Services LLC 0.01% No change 132 $40K
Main Street Group, LTD 0.01% No change 102 $31K
Concord Wealth Partners 0.01% No change 100 $31K
LRI Investments, LLC 0.00% No change 100 $31K
Janiczek Wealth Management, LLC 0.01% Add +1533.3% 98 $30K
Addison Advisors LLC 0.01% No change 94 $29K
Covestor Ltd 0.02% Reduce -77.0% 93 $28K
Farther Finance Advisors, LLC 0.00% Add +8200.0% 83 $25K
Eagle Bay Advisors LLC 0.01% No change 70 $21K
GAMMA Investing LLC 0.00% Add +180.0% 70 $21K
Harbor Investment Advisory, LLC 0.00% No change 70 $21K
Trivant Custom Portfolio Group, LLC 0.01% No change 60 $18K
IFP Advisors, Inc 0.00% Reduce -96.1% 60 $18K
Salem Investment Counselors Inc. 0.00% No change 60 $18K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -80.8% 63 $18K
Armstrong Advisory Group, Inc. 0.00% Reduce -7.8% 59 $18K
First Horizon Advisors, Inc. 0.00% New 59 $18K
Hexagon Capital Partners LLC 0.00% Reduce -18.8% 56 $17K
Fifth Third Bancorp 0.00% Add +116.0% 54 $16K
Sandy Spring Bank 0.00% Add +23.3% 53 $16K
Dagco, Inc. 0.01% No change 50 $15K
West Branch Capital LLC 0.01% No change 50 $15K
Hilltop National Bank 0.00% No change 50 $15K
Signaturefd, LLC 0.00% Add +128.6% 48 $15K
Global X Japan Co., Ltd. 0.00% Reduce -51.5% 47 $14K
Kozak & Associates, Inc. 0.00% No change 48 $14K
Venturi Wealth Management, LLC 0.00% New 43 $13K
Hollencrest Capital Management 0.00% Reduce -34.9% 43 $13K
NewEdge Advisors, LLC 0.00% Reduce -28.6% 40 $12K
Versant Capital Management, Inc 0.00% New 34 $10K
Quadrant Capital Group LLC 0.00% Add +54.5% 34 $10K
Indiana Trust & Investment Management Co 0.00% No change 33 $10K
TD Waterhouse Canada Inc. 0.00% No change 33 $10K
Valley National Advisers Inc. 0.00% No change 29 $8K
Nemes Rush Group LLC 0.00% No change 25 $8K
TD Private Client Wealth LLC 0.00% Reduce -39.0% 25 $8K
Blue Trust, Inc. 0.00% Add +53.3% 23 $7K
Cape Investment Advisory, Inc. 0.00% No change 22 $7K
Elevation Wealth Partners, LLC 0.00% No change 20 $6K
Ameliora Wealth Management Ltd. 0.00% No change 20 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 20 $6K
Lindbrook Capital, LLC 0.00% New 20 $6K
Bessemer Group Inc. 0.00% No change 15 $5K
CI Investments Inc. 0.00% Reduce -10.5% 17 $5K
Activest Wealth Management 0.00% No change 15 $5K
Fortis Group Advisors, LLC 0.00% No change 15 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 15 $5K
Quent Capital, LLC 0.00% Add +175.0% 11 $3K
LGT Financial Advisors LLC 0.01% No change 10 $3K
Ruedi Wealth Management, Inc. 0.00% No change 10 $3K
Nvwm, LLC 0.00% No change 10 $3K
Avior Wealth Management, LLC 0.00% Reduce -71.4% 10 $3K
Arax Advisory Partners 0.00% New 9 $3K
Fortitude Family Office, LLC 0.00% New 9 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 8 $2K
Federation des caisses Desjardins du Quebec 0.00% Reduce -20.0% 8 $2K
EverSource Wealth Advisors, LLC 0.00% New 7 $2K
CIBC Private Wealth Group LLC 0.00% No change 5 $1K
Innealta Capital, LLC 0.00% New 4 $1K
Ashton Thomas Private Wealth, LLC 0.00% New 4 $1K
CVA Family Office, LLC 0.00% New 3 $915
MV Capital Management, Inc. 0.00% New 2 $611
JFS Wealth Advisors, LLC 0.00% No change 2 $611
Signature Resources Capital Management, LLC 0.00% No change 2 $610
Cullen/Frost Bankers, Inc. 0.00% New 2 $610
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -96.8% 2 $610
Gradient Investments LLC 0.00% No change 2 $610
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $306
SJS Investment Consulting Inc. 0.00% No change 1 $306
Raffa Wealth Management, LLC 0.00% No change 1 $305

"% of holder's portfolio" is SAM's weight in each manager's 13F, not the share of Boston Beer Company Inc. Class A the manager owns.