Filing Research | SAM - Boston Beer Inc Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	12.2KSH	$2.2M
2	Oak Thistle LLC	Shares	11.9KSH	$2.1M
3	Savoir Faire Capital Management, L.P.	Shares	11.9KSH	$2.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.5KSH	$975.7K
5	Robeco Institutional Asset Management B.V.	Shares	4.7KSH	$834.0K
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.8KSH	$674.3K
7	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	3.0KSH	$530.2K
8	LANARK FINANCIAL, INC.	Shares	2.6KSH	$460.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	2.2KSH	$389.6K
10	Louisiana State Employees Retirement System	Shares	2.2KSH	$389.5K
11	Skylands Capital, LLC	Shares	2.1KSH	$371.8K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.8KSH	$316.9K
13	Counterpoint Mutual Funds LLC	Shares	1.7KSH	$292.5K
14	Farther Finance Advisors, LLC	Shares	1.5KSH	$265.2K
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	1.4KSH	$245.0K
16	1620 INVESTMENT ADVISORS, INC.	Shares	1.2KSH	$215.4K
17	Investors Research Corp	Shares	1.1KSH	$193.3K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	585SH	$104.6K
19	Oakworth Capital, Inc.	Shares	333SH	$59.0K
20	CoreCap Advisors, LLC	Shares	280SH	$49.6K
21	Sachetta, LLC	Shares	245SH	$43.3K
22	EverSource Wealth Advisors, LLC	Shares	223SH	$39.5K
23	SJS Investment Consulting Inc.	Shares	207SH	$36.6K
24	Versant Capital Management, Inc	Shares	186SH	$32.9K
25	GAMMA Investing LLC	Shares	182SH	$32.2K
26	SIGNATUREFD, LLC	Shares	178SH	$31.5K
27	IFP Advisors, Inc	Shares	156SH	$27.6K
28	HM PAYSON & CO	Shares	150SH	$26.6K
29	ARMSTRONG ADVISORY GROUP, INC	Shares	129SH	$22.8K
30	LRI Investments, LLC	Shares	100SH	$17.7K
31	Triumph Capital Management	Shares	100SH	$17.7K
32	Vision Retirement, LLC	Shares	80SH	$14.2K
33	HARBOR INVESTMENT ADVISORY, LLC	Shares	70SH	$12.4K
34	Mirae Asset Global Investments Co., Ltd.	Shares	70SH	$12.4K
35	BARRETT & COMPANY, INC.	Shares	66SH	$11.7K
36	Beacon Financial Strategies CORP	Shares	66SH	$11.7K
37	SALEM INVESTMENT COUNSELORS INC	Shares	60SH	$10.6K
38	HIGHLINE WEALTH PARTNERS LLC	Shares	54SH	$9.6K
39	Hilltop National Bank	Shares	50SH	$8.9K
40	West Branch Capital LLC	Shares	50SH	$8.9K
41	Kozak & Associates, Inc.	Shares	48SH	$8.5K
42	Harbor Asset Planning, Inc.	Shares	33SH	$5.8K
43	True Wealth Design, LLC	Shares	29SH	$5.1K
44	MassMutual Private Wealth & Trust, FSB	Shares	24SH	$4.2K
45	Cape Investment Advisory, Inc.	Shares	22SH	$3.9K
46	SBI Securities Co., Ltd.	Shares	21SH	$3.7K
47	Ameliora Wealth Management Ltd.	Shares	20SH	$3.5K
48	Cedar Mountain Advisors, LLC	Shares	20SH	$3.5K
49	Physician Wealth Advisors, Inc.	Shares	19SH	$3.4K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	15SH	$2.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 81 loaded

#		Instrument
1	Skylands Capital, LLC new	Shares	+2.1K	+$371.8K	$371.8K
2	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+4.2K	+$316.8K	$2.2M
3	Counterpoint Mutual Funds LLC new	Shares	+1.7K	+$292.5K	$292.5K
4	LANARK FINANCIAL, INC. added	Shares	+1.8K	+$283.2K	$460.6K
5	SJS Investment Consulting Inc. added	Shares	+195	+$33.9K	$36.6K
6	IFP Advisors, Inc added	Shares	+120	+$19.3K	$27.6K
7	BARRETT & COMPANY, INC. new	Shares	+66	+$11.7K	$11.7K
8	Cape Investment Advisory, Inc. new	Shares	+22	+$3.9K	$3.9K
9	SBI Securities Co., Ltd. added	Shares	+16	+$2.6K	$3.7K
10	High Note Wealth, LLC new	Shares	+8	+$1.4K	$1.4K
11	ELEVATION WEALTH PARTNERS, LLC added	Shares	+8	+$1.0K	$2.7K
12	AdvisorNet Financial, Inc new	Shares	+3	+$531	$531
13	Physician Wealth Advisors, Inc. added	Shares	+6	+$368	$3.4K
14	Creative Capital Management Investments LLC new	Shares	+2	+$354	$354
15	HIGHLINE WEALTH PARTNERS LLC added	Shares	+14	+$344	$9.6K
16	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$53	$178
17	Trust Co unchanged	Shares	0	-$53	$177
18	State of Alaska, Department of Revenue trimmed	Shares	-35	-$66	$192
19	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$106	$354
20	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$160	$532
21	AMALGAMATED BANK trimmed	Shares	-278	-$234	$564
22	Independence Bank of Kentucky unchanged	Shares	0	-$267	$885
23	Ares Financial Consulting, LLC unchanged	Shares	0	-$579	$1.8K
24	Spire Wealth Management exited	Shares	-3	-$691	$0
25	ST GERMAIN D J CO INC unchanged	Shares	0	-$748	$2.5K
26	Fortitude Family Office, LLC trimmed	Shares	-2	-$781	$1.1K
27	Fortis Group Advisors, LLC unchanged	Shares	0	-$801	$2.7K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.8K	-$816	$1.3K
29	Hughes Financial Services, LLC trimmed	Shares	-4	-$975	$177
30	Ameliora Wealth Management Ltd. unchanged	Shares	0	-$1.1K	$3.5K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.1K	$3.5K
32	Harbor Asset Planning, Inc. unchanged	Shares	0	-$1.8K	$5.8K
33	ARMSTRONG ADVISORY GROUP, INC added	Shares	+20	-$2.3K	$22.8K
34	Hilltop National Bank unchanged	Shares	0	-$2.7K	$8.9K
35	West Branch Capital LLC unchanged	Shares	0	-$2.7K	$8.9K
36	Kozak & Associates, Inc. unchanged	Shares	0	-$3.1K	$8.5K
37	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$3.2K	$10.6K
38	Rachor Investment Advisory Services, LLC exited	Shares	-15	-$3.5K	$0
39	Beacon Financial Strategies CORP unchanged	Shares	0	-$3.5K	$11.7K
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$3.7K	$12.4K
41	Valued Wealth Advisors LLC trimmed	Shares	-15	-$3.8K	$1.2K
42	Vision Retirement, LLC unchanged	Shares	0	-$4.3K	$14.2K
43	LRI Investments, LLC unchanged	Shares	0	-$5.3K	$17.7K
44	Triumph Capital Management unchanged	Shares	0	-$5.3K	$17.7K
45	CoreCap Advisors, LLC added	Shares	+40	-$5.7K	$49.6K
46	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-10	-$6.0K	$12.4K
47	HM PAYSON & CO unchanged	Shares	0	-$8.0K	$26.6K
48	DAGCO, INC. exited	Shares	-50	-$11.5K	$0
49	Sachetta, LLC unchanged	Shares	0	-$13.1K	$43.3K
50	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-61	-$15.3K	$4.2K

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