The Boston Beer Company, Inc. (SAM) Ownership
SAM ownership summary
as of October 18, 2026- Institutions
- 109.6% of shares outstanding
- Insiders
- 9.34% of shares outstanding
- Shares outstanding
- 8.3M
- Float
- 6.8M shares available to trade
- Short interest
- 24.53% 1.6M shares short
- Days to cover
- 6.01 short interest up 11.7% vs prior month
- Institutions 109.55%
- Insiders 9.34%
SAM top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.86% | 1.0M | $183.6M | +245,004 (+31.8%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 5.92% | 609K | $110.2M | −25,109 (−4.0%) | June 30, 2026 |
| 3 | AQR Capital Management LLC | 5.25% | 540K | $97.6M | −111,996 (−17.2%) | June 30, 2026 |
| 4 | UBS Group AG | 4.22% | 435K | $78.6M | +216,052 (+98.8%) | June 30, 2026 |
| 5 | American Century Companies Inc | 3.74% | 385K | $69.7M | +97,242 (+33.8%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 3.36% | 346K | $62.5M | +4,919 (+1.4%) | June 30, 2026 |
| 7 | Arrowstreet Capital Limited Partnership | 3.12% | 321K | $58.1M | +75,831 (+30.9%) | June 30, 2026 |
| 8 | Dimensional Fund Advisors, Inc. | 3.12% | 321K | $58.0M | +47,273 (+17.3%) | June 30, 2026 |
| 9 | State Street Corp | 3.06% | 315K | $56.9M | +59,537 (+23.3%) | June 30, 2026 |
| 10 | Millennium Management LLC | 2.75% | 284K | $51.3M | +186,897 (+193.4%) | June 30, 2026 |
| 11 | Global Alpha Capital Management Ltd. | 2.60% | 268K | $48.4M | +120,042 (+81.4%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 2.00% | 205K | $37.1M | +63,255 (+44.5%) | June 30, 2026 |
| 13 | T. Rowe Price Investment Management,Inc. | 1.94% | 199K | $36.1M | +120,872 (+153.9%) | June 30, 2026 |
| 14 | Southeastern Asset Management Inc | 1.42% | 146K | $26.4M | +27,642 (+23.3%) | June 30, 2026 |
| 15 | SouthernSun Asset Management, LLC | 1.28% | 132K | $23.8M | +57,061 (+76.3%) | June 30, 2026 |
| 16 | The Goldman Sachs Group Inc | 1.27% | 131K | $23.7M | −14,141 (−9.8%) | June 30, 2026 |
| 17 | Charles Schwab Investment Management Inc | 1.23% | 126K | $22.8M | +19,201 (+17.9%) | June 30, 2026 |
| 18 | Neuberger Berman Group LLC | 1.14% | 118K | $21.3M | +117,548 (0.0%) | June 30, 2026 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.01% | 104K | $18.9M | −30,209 (−22.5%) | June 30, 2026 |
| 20 | Ameriprise Financial Inc | 1.00% | 103K | $18.6M | +11,510 (+12.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 16 holders added 1.5M shares and 4 cut 181K.
SAM top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.26% | 439K | $79.3M | +111 (+0.0%) | September 30, 2026 |
| 2 | Avantis US Small Cap Value ETF | 3.75% | 386K | $69.8M | +696 (+0.2%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 2.31% | 238K | $43.0M | — | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 1.92% | 198K | $35.8M | −2,304 (−1.2%) | September 30, 2026 |
| 5 | Vanguard Small Cap Index | 1.62% | 167K | $30.1M | −6,062 (−3.5%) | September 30, 2026 |
| 6 | Longleaf Partners Small-Cap | 1.42% | 146K | $26.4M | +27,586 (+23.3%) | June 30, 2026 |
| 7 | T. Rowe Price Small-Cap Value | 1.27% | 130K | $23.6M | +5,600 (+4.5%) | September 30, 2026 |
| 8 | Vanguard Strategic Equity Inv | 1.11% | 115K | $20.7M | — | June 30, 2026 |
| 9 | Vanguard MStar Small Cap Value Index | 1.05% | 108K | $19.6M | −1,389 (−1.3%) | September 30, 2026 |
| 10 | Vanguard Consumer Staples ETF | 0.83% | 85K | $15.4M | −1,330 (−1.5%) | September 30, 2026 |
| 11 | Fidelity Small Cap Index | 0.82% | 85K | $15.3M | +654 (+0.8%) | July 31, 2026 |
| 12 | Columbia Small Cap Value Discv A | 0.80% | 82K | $14.9M | +600 (+0.7%) | August 31, 2026 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 0.66% | 67K | $12.2M | — | September 30, 2026 |
| 14 | AMG River Road Small Cap Value N | 0.65% | 67K | $12.1M | +12,070 (+21.9%) | September 30, 2026 |
| 15 | Calamos Market Neutral Income A | 0.64% | 65K | $11.8M | — | June 30, 2026 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 0.61% | 62K | $11.3M | — | September 30, 2026 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 0.56% | 58K | $10.5M | +77 (+0.1%) | September 30, 2026 |
| 18 | iShares Russell 2000 Growth ETF | 0.48% | 49K | $8.9M | −62 (−0.1%) | September 30, 2026 |
| 19 | SouthernSun Small Cap, N | 0.44% | 46K | $8.2M | +17,471 (+62.3%) | June 30, 2026 |
| 20 | Vanguard Russell 2000 ETF | 0.43% | 44K | $8.0M | −156 (−0.3%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SAM insider transactions
latest 2| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-04 | Michael Spillane | Sell | $205.78 | 3,120 | $642,034 |
| 2025-08-08 | Annette N Fritsch | Sell | $219.24 | 600 | $131,544 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SAM shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SAM
Institutional investors own 109.6% of Boston Beer's shares and insiders 9.34%. The largest holder is BlackRock Inc with 9.86% of the shares (1.0M), as of June 30, 2026. Among the top 20 institutions, 16 added shares and 4 reduced their stake in the latest filings. Short interest is 24.53% of the float, or 6.01 days of average trading volume. The share count fell 21.6% since 2014.
Related: SAM analyst forecast, SAM key metrics. See the SAM stock overview for the latest quote and news.
SAM ownership FAQ
Who owns the most Boston Beer stock?
The largest shareholders of Boston Beer are BlackRock Inc (9.86%), Vanguard Portfolio Management, LLC (5.92%), AQR Capital Management LLC (5.25%), UBS Group AG (4.22%), American Century Companies Inc (3.74%).
What percentage of Boston Beer is owned by institutions?
Institutions hold 109.6% of Boston Beer's shares outstanding; insiders hold 9.34%.
Which funds own Boston Beer?
The largest fund holders of Boston Beer are iShares Core S&P Small-Cap ETF (4.26%), Avantis US Small Cap Value ETF (3.75%), Vanguard MStar Total Stk Mkt Idx Invest (2.31%), iShares Russell 2000 ETF (1.92%), Vanguard Small Cap Index (1.62%).
What is Boston Beer's short interest?
1.6M shares of Boston Beer were sold short, 24.53% of the float; at the average daily volume it would take 6.01 days to cover.
Are insiders buying or selling Boston Beer?
Of the latest 2 reported insider transactions in Boston Beer (since August 8, 2025), 0 were purchases and 2 were sales.
How many shares of Boston Beer are outstanding?
Boston Beer has 8.3M shares outstanding, of which 6.8M are in the public float.