The Boston Beer Company, Inc.· SAM

🇺🇸 US · SmallSP400NYSE

Consumer Defensive Beverages - Alcoholic Website

Price: $171.57
Day: -0.25%
Mkt Cap: $1.79B
52W Range: $158.68 – $264.46
Volume: 1.41M
Beta: 0.83

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.6 / 5 (Bullish), from 2 of 3 components
Institutions Q2 2026: 346 institutions hold; 158 added, 116 reduced

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The Boston Beer Company, Inc.

SAM|Consumer Defensive|Beverages - Alcoholic

Current price: $172

Smart Money

Dimension 5 of 5

Insider selling pace · Q1 2025

0.7x

vs own 6-quarter average

Seller breadth · Q1 2025

2 sellers

vs 1.2 avg per quarter

Institutional net breadth · Q2 2026

206 adding vs 201 reducing

Institutional ownership · Q2 2026

84.6%

346 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

1.0M

+33.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

609.4K

-2.9%

AQR CAPITAL MANAGEMENT LLC

540.0K

-16.3%

UBS GROUP AG

434.7K

+100.9%

AMERICAN CENTURY COMPANIES INC

385.3K

+35.2%

VANGUARD CAPITAL MANAGEMENT LLC

345.8K

+2.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

194

64 buying194 unchanged53 selling

311 funds held SAM in Q2 2026, holding 5.6M shares between them, up 6.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST51.8K sh

NATIONWIDE MUTUAL FUNDS6.0K sh

MADISON FUNDS3.2K sh

Notable Insider Transactions, Q1 2025

Largest open-market purchases and sales by value in the last eight quarters

Sale · Mar 13

VALETTE JEAN MICHEL

$593.3K

Sale · Nov 4

Spillane Michael

$405.7K

Sale · Nov 4

Spillane Michael

$236.3K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SAM Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SAM

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, SAM

Top 5 highest-value insider trades from the last 8 quarters

VALETTE JEAN MICHEL

Director

Sell

2,600 shares at $228.18

≈18.0% of their stake at the time

Mar 13, 2025$593.27K

Spillane Michael

Director

Sell

1,968 shares at $206.15

≈15.3% of their stake at the time

Nov 4, 2025$405.70K

Spillane Michael

Director

Sell

1,152 shares at $205.15

≈8.2% of their stake at the time

Nov 4, 2025$236.33K

VALETTE JEAN MICHEL

Director

Sell

900 shares at $229.23

≈7.6% of their stake at the time

Mar 13, 2025$206.31K

Fritsch Annette N

VP of Product Design and R&d

Sell

464 shares at $219.04

≈4.5% of their stake at the time

Aug 8, 2025$101.63K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SAM

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

84.6% institutional ownership

Balanced activity: 206 adding vs 201 reducing

13F shares increased by 10.9%, a significant shift

Momentum weakening from prior quarter

Net breadth

206 adding vs 201 reducing

Balanced

1.02

Add / reduce ratio

in Q2 2026

-37

New − closed

48 initiated, 85 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+206 growing-201 shrinkingNet: +5

158

116

New (48)

Increased (158)

Reduced (116)

Closed (85)

Top Institutional Holders, SAM

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

1.0M

$179.7M

Ownership

9.80%

+33.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

609.4K

$107.9M

Ownership

5.88%

-2.9%

AQR CAPITAL MANAGEMENT LLC

540.0K

$95.6M

Ownership

5.21%

-16.3%

UBS GROUP AG

434.7K

$76.9M

Ownership

4.20%

+100.9%

AMERICAN CENTURY COMPANIES INC

385.3K

$68.2M

Ownership

3.72%

+35.2%

VANGUARD CAPITAL MANAGEMENT LLC

345.8K

$61.2M

Ownership

3.34%

+2.5%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

321.1K

$56.8M

Ownership

3.10%

+32.3%

DIMENSIONAL FUND ADVISORS LP

320.9K

$56.8M

Ownership

3.10%

+18.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 311 ETFs and mutual funds reporting

64 buying53 sellingNet: +11

194

Buying (64)

Unchanged (194)

Selling (53)

In total, funds bought 593.9K shares and sold 223.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

311 ETFs and mutual funds reporting

64 buying vs 53 selling (balanced)

Top Fund Holders, SAM

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

51.8K

Weight

0.26%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

6.0K

Weight

0.00%

Jul 31, 2026Decreased

MADISON FUNDS

3.2K

Weight

0.07%

Jul 31, 2026No change

STATE STREET INSTITUTIONAL INVESTMENT TRUST

2.9K

Weight

0.00%

Jun 30, 2026Increased

MUTUAL OF AMERICA INVESTMENT CORP

2.6K

Weight

0.01%

Jun 30, 2026Decreased

TRANSAMERICA SERIES TRUST

2.5K

Weight

0.00%

Jun 30, 2026No change

Northern Lights Variable Trust

2.0K

Weight

0.18%

Jun 30, 2026No change

GLENMEDE FUND INC

1.3K

Weight

0.08%

Jul 31, 2026Decreased

The Boston Beer Company, Inc.· SAM

Holdings Analysis

Insider Trading Activity

1.3Transaction History137Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History137Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings138Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights