How many institutions own SAM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SAM shares is 436, representing 83.26% of the company's common stock.

Who are the major shareholders selling The Boston Beer Company, Inc. stock?

CITADEL ADVISORS LLC, in the last quarter, reduced its stake in SAM by -30.69% restricting it's holding to 39.3 thousand shares of worth nearly $11.96M. RHUMBLINE ADVISERS also lessened -3.38% of the SAM shares from its portfolio, reducing its holding to 28.95 thousand shares of worth $8.81M. NUVEEN ASSET MANAGEMENT, LLC also shunned SAM shares holding by -0.42% last quarter which brought its holding to 28.87 thousand shares worth $8.79M.

Investors who are buying SAM stock?

As per its latest 13F filing, UBS GROUP AG increased its stake in SAM by 28.15% in the last quarter. The institutional holder raised its holding to 20.98 thousand shares having worth more than $6.39M. CANADA PENSION PLAN INVESTMENT BOARD also added 78.4% more shares of SAM to its portfolio, raising its holding to 44.6 thousand shares of worth $13.58M. TWO SIGMA INVESTMENTS, LP also increased its SAM shares holding by 85.1% which brought its holding to 39.01 thousand shares worth $11.87M.

SAM's major insiders: who are they?

The insider with the most stakes in SAM is Calagione Samuel A. III , Founder & Brewer, Dogfish Head at the company. Additionally, SAM stock is highly held by Chairman KOCH C JAMES and President and CEO Burwick David A among others.

Did an insider recently sell SAM stock?

Company executives, directors, and other insiders own 9.99% percent of The Boston Beer Company, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which SAM insiders have sold stock, totaling 962 shares. Insiders that have sold shares include VALETTE JEAN MICHEL, O'BOYLE CAROLYN L., and CALAGIONE SAMUEL A. III.

Which insider recently purchased SAM stock?

There have been 0 transaction(s) during the past 6-months in which The Boston Beer Company, Inc. insiders have bought stock, totalling 0 shares

How much of SAM does insiders own?

Around 17.56K The Boston Beer Company, Inc. shares are held by insiders, which represents about 9.99% of SAM stock.

Who is the insider with the largest stake?

SAM Founder & Brewer, Dogfish Head, Calagione Samuel A. III holds the largest portfolio of the company's shares. SAM shares owned by Calagione total nearly 67.95 thousand.

Which institution holds the most shares in SAM?

UBS GROUP AG is the largest institutional owner in SAM which holds 20.98 thousand shares worth $6.39M or 0.17% of the total SAM shares outstanding followed by CANADA PENSION PLAN INVESTMENT BOARD with ownership of 44.6 thousand shares representing 0.37% of the SAM ownership. CITADEL ADVISORS LLC is the third largest stakeholder with 39.3 thousand shares or 0.32% of the ownership worth more than $11.96M.

Is The Boston Beer Company, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SAM is concerned, it is a stock which is optionable.

Is there a short position on SAM's shares?

Number of SAM shares short is 685.67K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SAM shares are there?

As of today, 9.18M shares of SAM are outstanding.

Is there many float in SAM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SAM has 8.31M shares in float.

SAM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SAM is 3.07.

Boston Beer (SAM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares6.1

Short Percent Of Float8.1

Shares Outstanding9.18M

Shares Float8.31M

Shares Short685.67K

Short Ratio3.07

8.1%

Short % of Float

6.1%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.99% Percentage of Shares held by All Insiders

83.26% Percentage of Shares held by All Institutions

92.5% Percentage of Float held by Institutions

436

Number of Institutions Holding Shares

Institutional Ownership

About 83.26% of SAM shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 20.98K shares valued at $6.39M. A 0.17% stake in The Boston Beer Company, Inc. is owned by the company. CANADA PENSION PLAN INVESTMENT BOARD owns 44.6K shares valued at $13.58M, which translates its holding of 0.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	UBS GROUP AG	0.17%	20.98K	6.39M	4.61K	+28.15%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.37%	44.6K	13.58M	19.6K	+78.40%
Mar 31, 2024	CITADEL ADVISORS LLC	0.32%	39.3K	11.96M	-17.4K	-30.69%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.32%	39.01K	11.87M	17.93K	+85.10%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	37.79K	11.5M	9.2K	+32.20%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.29%	35.58K	10.83M	645	+1.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	34.94K	10.63M	9.39K	+36.73%
Mar 31, 2024	J. GOLDMAN & CO LP	0.27%	32.38K	9.86M	32.38K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.25%	30.94K	9.42M	20.14K	+186.52%
Mar 31, 2024	RHUMBLINE ADVISERS	0.24%	28.95K	8.81M	-1.01K	-3.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	28.87K	8.79M	-122	-0.42%
Mar 31, 2024	MAN GROUP PLC	0.23%	28.25K	8.6M	4.36K	+18.27%
Mar 31, 2024	CENTRE ASSET MANAGEMENT, LLC	0.21%	25.9K	7.88M	2.55K	+10.92%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	21.81K	6.64M	12.9K	+144.78%
Mar 31, 2024	QV INVESTORS INC.	0.17%	20.81K	6.34M	-250	-1.19%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	7.39%	890.72K	271.15M	-40.38K	-4.34%
Mar 31, 2024	STATE STREET CORP	2.27%	276.26K	84.1M	5.95K	+2.20%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.17%	20.98K	6.39M	-1.3K	-5.83%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	19K	5.78M	0	0
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.15%	18.32K	5.58M	30	+0.16%
Mar 31, 2024	HRT FINANCIAL LP	0.15%	17.92K	5.46M	17.92K	+100.00%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	17.92K	5.46M	-1.24K	-6.46%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	17.6K	5.36M	-127	-0.72%
Mar 31, 2024	GAGNON SECURITIES LLC	0.14%	16.89K	5.14M	80	+0.48%
Mar 31, 2024	GABELLI FUNDS LLC	0.14%	16.7K	5.08M	1.3K	+8.44%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.13%	16.23K	4.94M	-64.67K	-79.94%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.13%	16.06K	4.89M	10.79K	+205.05%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.13%	15.98K	4.86M	2.81K	+21.30%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.13%	15.69K	4.78M	-267	-1.67%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	14.66K	4.46M	-5.84K	-28.48%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.12%	14.08K	4.29M	448	+3.29%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.11%	13.58K	4.13M	10.94K	+412.95%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.11%	13.43K	4.09M	9.23K	+219.94%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.11%	13.33K	4.06B	1.93K	+16.87%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	12.9K	3.93M	4.74K	+57.98%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.11%	12.87K	3.92M	-3.23K	-20.04%
Mar 31, 2024	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.1%	12.69K	3.86M	-671	-5.02%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.1%	12.53K	3.81M	-257	-2.01%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.1%	12.4K	3.77B	499	+4.19%
Mar 31, 2024	BLACKROCK INC.	6.9%	839.37K	255.52M	12K	+1.45%
Mar 31, 2024	VANGUARD GROUP INC	6.45%	784.43K	238.8M	-134.07K	-14.60%
Mar 31, 2024	FMR LLC	4.86%	591.4K	180.03M	-401.64K	-40.45%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	1.39%	168.03K	51.15M	-1.16K	-0.68%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.29%	156.43K	47.62M	14.42K	+10.15%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.26%	152.95K	46.57M	6.38K	+4.35%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.02%	123.49K	37.59M	2.24K	+1.85%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.4%	47.66K	14.51M	-8.7K	-15.43%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.94%	114.78K	34.94M	3.16K	+2.83%
Mar 31, 2024	NORTHERN TRUST CORP	0.55%	67.15K	20.44M	-1.73K	-2.51%
Mar 31, 2024	MORGAN STANLEY	0.55%	66.49K	20.24M	6.5K	+10.83%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.52%	63.73K	19.4M	41.84K	+191.14%
Mar 31, 2024	BARCLAYS PLC	0.49%	59.7K	18.17M	27.19K	+83.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.9%	110K	33.49M	2.69K	+2.50%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.51%	61.63K	18.76M	38.22K	+163.24%
Mar 31, 2024	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.21%	145.39K	44.26M	38.17K	+35.61%
Mar 31, 2024	MARSHALL WACE, LLP	1.14%	137.52K	41.86M	108.77K	+378.40%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.89%	107.77K	32.81M	-733	-0.68%
Mar 31, 2024	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.88%	106.32K	32.37M	0	0
Mar 31, 2024	INVESCO LTD.	0.85%	102.85K	31.31M	26.67K	+35.02%
Mar 31, 2024	ARMISTICE CAPITAL, LLC	0.8%	96.2K	29.28M	33.99K	+54.63%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.7%	85.5K	26.03M	40K	+87.91%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.69%	83.68K	25.47M	-3.94K	-4.50%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.6%	72K	21.92M	30.77K	+74.64%
Mar 31, 2024	JPMORGAN CHASE & CO	0.49%	59.17K	18.01M	28.46K	+92.67%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.45%	54.85K	16.7M	23.09K	+72.67%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.41%	49.35K	15.02M	8.69K	+21.37%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.38%	46.1K	14.03M	-400	-0.86%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	7.61%	931.1K	321.78M	8.49K	+0.92%
Dec 31, 2023	VANGUARD GROUP INC	7.51%	918.5K	317.43M	21.06K	+2.35%
Dec 31, 2023	BLACKROCK INC.	6.77%	827.37K	285.93M	-4.94K	-0.59%
Dec 31, 2023	STATE STREET CORP	2.21%	270.31K	93.42M	7.77K	+2.96%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.38%	169.19K	58.47M	3.32K	+2.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.2%	146.57K	50.66M	5.53K	+3.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.21%	25.55K	8.83M	-5.42K	-17.50%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.2%	25K	8.64M	18.2K	+267.65%
Dec 31, 2023	MAN GROUP PLC	0.2%	23.89K	8.26M	-19.16K	-44.51%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.19%	23.41K	8.09M	16.54K	+240.77%
Dec 31, 2023	CENTRE ASSET MANAGEMENT, LLC	0.19%	23.35K	8.07M	1.07K	+4.82%
Dec 31, 2023	ROYAL BANK OF CANADA	0.19%	22.84K	7.89M	11.44K	+100.25%
Dec 31, 2023	FMR LLC	8.12%	993.04K	343.18M	-500.38K	-33.51%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.16%	142.01K	49.08M	7.62K	+5.67%
Dec 31, 2023	CANDLESTICK CAPITAL MANAGEMENT LP	1.02%	125K	43.2M	125K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.99%	121.25K	41.9M	-3.79K	-3.03%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.91%	111.62K	38.57M	-3.79K	-3.29%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.89%	108.51K	37.5M	-14.66K	-11.90%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.88%	107.31K	37.09M	3.38K	+3.25%
Dec 31, 2023	SOUTHERNSUN ASSET MANAGEMENT, LLC	0.88%	107.21K	37.05M	-10.88K	-9.21%
Dec 31, 2023	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.87%	106.32K	36.74M	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.33%	40.43K	13.97M	-27.15K	-40.17%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.72%	87.62K	30.28M	-2.07K	-2.30%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.66%	80.89K	27.96M	-108.16K	-57.21%
Dec 31, 2023	INVESCO LTD.	0.62%	76.17K	26.32M	27.2K	+55.55%
Dec 31, 2023	NORTHERN TRUST CORP	0.56%	68.88K	23.8M	-1.44K	-2.05%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.53%	64.7K	22.36M	2.6K	+4.19%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.53%	65.27K	22.56M	65.27K	+100.00%
Dec 31, 2023	ARMISTICE CAPITAL, LLC	0.51%	62.21K	21.5M	62.21K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.49%	59.99K	20.73M	8.35K	+16.16%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.46%	56.35K	19.47M	-6.76K	-10.71%
Dec 31, 2023	TD ASSET MANAGEMENT INC	0.38%	46.5K	16.07M	3.4K	+7.89%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.38%	46.16K	15.95M	-30.32K	-39.65%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.37%	45.5K	15.72M	38K	+506.67%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.36%	44.28K	15.3M	38.18K	+626.42%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	41.22K	14.25M	5.27K	+14.65%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.33%	40.66K	14.05M	31.93K	+365.70%
Dec 31, 2023	NORGES BANK	0.33%	40.16K	13.88M	40.16K	+100.00%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.29%	34.94K	12.07M	-278	-0.79%
Dec 31, 2023	BARCLAYS PLC	0.25%	30K	10.37M	30K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	31.77K	10.98M	-27.1K	-46.03%
Dec 31, 2023	JPMORGAN CHASE & CO	0.25%	30.71K	10.61M	5.99K	+24.24%
Dec 31, 2023	RHUMBLINE ADVISERS	0.25%	29.96K	10.35M	-727	-2.37%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.24%	29K	10.02M	277	+0.96%
Dec 31, 2023	MARSHALL WACE, LLP	0.24%	28.75K	9.93M	22.27K	+344.21%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	28.58K	9.88M	28.54K	+69,609.76%

Insiders

Among the SAM insiders holding of 9.99% of the stake in company, CALAGIONE SAMUEL A. III, Founder & Brewer, Dogfish Head, holds the largest shares of 67.95K. KOCH C JAMES, Chairman, is the second largest SAM insider with ownership of 62.26K shares. BURWICK DAVID A, President and CEO, stands third with possession of 47.91K shares of that stake.

Insiders	Designation	Shares Held
CALAGIONE SAMUEL A. III	Founder & Brewer, Dogfish Head	67.95K
KOCH C JAMES	Chairman	62.26K
BURWICK DAVID A	President and CEO	47.91K
VALETTE JEAN MICHEL	director	10.91K
O'BOYLE CAROLYN L.	Chief People Officer	6.66K
TROUPE QUINCY B	Senior VP, Supply Chain	6.39K
GEIST JOHN C	Chief Sales Officer	5.57K
GRINNELL DAVID L.	Vice President of Brewing	1.61K
FRITSCH ANNETTE N	VP of Product Design and R&D	1.4K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 13, 2025	VALETTE JEAN MICHEL	SALE	229.23	900	206.31K	10.91K
Jan 02, 2025	O'BOYLE CAROLYN L.	SALE	301.76	62	18.71K	6.66K
Dec 02, 2024	O'BOYLE CAROLYN L.	SALE	316.24	62	19.61K	6.72K
Nov 01, 2024	O'BOYLE CAROLYN L.	SALE	292.74	62	18.15K	6.78K
Oct 01, 2024	O'BOYLE CAROLYN L.	SALE	288.86	62	17.91K	6.84K
Sep 03, 2024	O'BOYLE CAROLYN L.	SALE	274.90	63	17.32K	6.9K
Aug 13, 2024	O'BOYLE CAROLYN L.	SALE	274.90	63	17.32K	6.97K
Apr 01, 2024	O'BOYLE CAROLYN L.	SALE	303.49	101	30.65K	7.03K
Mar 01, 2024	O'BOYLE CAROLYN L.	SALE	308.45	102	31.46K	2.53K
Feb 01, 2024	O'BOYLE CAROLYN L.	SALE	350.72	102	35.77K	2.63K
Jan 02, 2024	O'BOYLE CAROLYN L.	SALE	344.83	102	35.17K	2.73K
Dec 01, 2023	O'BOYLE CAROLYN L.	SALE	354.90	102	36.2K	2.83K
Nov 13, 2023	O'BOYLE CAROLYN L.	SALE	333.96	102	34.06K	2.94K
Aug 11, 2023	CALAGIONE SAMUEL A. III	SALE	358.44	2.51K	898.97K	67.95K
Aug 10, 2023	CALAGIONE SAMUEL A. III	SALE	365.65	192	70.2K	82.05K
Jul 28, 2023	GEIST JOHN C	SALE	353.00	3.52K	1.24M	5.57K
Jun 05, 2023	GEIST JOHN C	SALE	342.04	4.37K	1.49M	5.57K
May 22, 2023	BURWICK DAVID A	SALE	326.38	1.64K	536.57K	47.91K
Mar 06, 2023	FRITSCH ANNETTE N	SALE	318.37	220	70.04K	1.4K
Mar 01, 2023	GEIST JOHN C	SALE	320.14	646	206.81K	5.57K
Jan 12, 2023	O'BOYLE CAROLYN L.	SALE	350.00	50	17.5K	2.33K
Dec 01, 2022	O'BOYLE CAROLYN L.	SALE	386.43	50	19.32K	2.38K
Nov 01, 2022	O'BOYLE CAROLYN L.	SALE	377.52	50	18.88K	2.43K
Oct 26, 2022	FRITSCH ANNETTE N	SALE	407.89	150	61.18K	1.28K
Oct 25, 2022	GEIST JOHN C	SALE	414.81	300	124.44K	4.75K
Oct 10, 2022	O'BOYLE CAROLYN L.	SALE	350.00	101	35.35K	2.48K
Aug 03, 2022	O'BOYLE CAROLYN L.	SALE	381.73	251	95.81K	2.59K
Aug 01, 2022	GRINNELL DAVID L.	SALE	379.92	425	161.47K	1.61K
Jul 01, 2022	GRINNELL DAVID L.	SALE	304.97	425	129.61K	1.61K
Jun 06, 2022	GRINNELL DAVID L.	SALE	345.21	425	146.71K	1.61K
May 18, 2022	BURWICK DAVID A	SALE	349.17	433	151.19K	43.13K
Apr 01, 2022	GEIST JOHN C	SALE	390.54	25	9.76K	4.75K
Mar 03, 2022	TROUPE QUINCY B	SALE	393.71	3.84K	1.51M	6.39K
Mar 01, 2022	GEIST JOHN C	SALE	388.12	456	176.98K	4.75K
Jan 07, 2022	TROUPE QUINCY B	SALE	500.00	842	421K	4.82K
Jan 03, 2022	GEIST JOHN C	SALE	519.61	393	204.21K	4.45K
Dec 08, 2021	GRINNELL DAVID L.	SALE	495.79	100	49.58K	1.75K
Dec 07, 2021	TROUPE QUINCY B	SALE	500.00	843	421.5K	5.28K
Oct 26, 2021	CALAGIONE SAMUEL A. III	SALE	511.13	1.92K	978.81K	0
Jul 08, 2021	KOCH C JAMES	SALE	937.04	100	93.7K	62.26K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES9622

NET SHARES-9622

SHARES HELD17.56K2

% NET SHARES-105.48%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares6.1

Short Percent Of Float8.1

Shares Outstanding9.18M

Shares Float8.31M

Shares Short685.67K

Short Ratio3.07

8.1%

Short % of Float

6.1%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.99% Percentage of Shares held by All Insiders

83.26% Percentage of Shares held by All Institutions

92.5% Percentage of Float held by Institutions

436

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	UBS GROUP AG	0.17%	20.98K	6.39M	4.61K	+28.15%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.37%	44.6K	13.58M	19.6K	+78.40%
Mar 31, 2024	CITADEL ADVISORS LLC	0.32%	39.3K	11.96M	-17.4K	-30.69%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.32%	39.01K	11.87M	17.93K	+85.10%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	37.79K	11.5M	9.2K	+32.20%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.29%	35.58K	10.83M	645	+1.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	34.94K	10.63M	9.39K	+36.73%
Mar 31, 2024	J. GOLDMAN & CO LP	0.27%	32.38K	9.86M	32.38K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.25%	30.94K	9.42M	20.14K	+186.52%
Mar 31, 2024	RHUMBLINE ADVISERS	0.24%	28.95K	8.81M	-1.01K	-3.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	28.87K	8.79M	-122	-0.42%
Mar 31, 2024	MAN GROUP PLC	0.23%	28.25K	8.6M	4.36K	+18.27%
Mar 31, 2024	CENTRE ASSET MANAGEMENT, LLC	0.21%	25.9K	7.88M	2.55K	+10.92%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	21.81K	6.64M	12.9K	+144.78%
Mar 31, 2024	QV INVESTORS INC.	0.17%	20.81K	6.34M	-250	-1.19%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	7.39%	890.72K	271.15M	-40.38K	-4.34%
Mar 31, 2024	STATE STREET CORP	2.27%	276.26K	84.1M	5.95K	+2.20%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.17%	20.98K	6.39M	-1.3K	-5.83%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	19K	5.78M	0	0
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.15%	18.32K	5.58M	30	+0.16%
Mar 31, 2024	HRT FINANCIAL LP	0.15%	17.92K	5.46M	17.92K	+100.00%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	17.92K	5.46M	-1.24K	-6.46%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	17.6K	5.36M	-127	-0.72%
Mar 31, 2024	GAGNON SECURITIES LLC	0.14%	16.89K	5.14M	80	+0.48%
Mar 31, 2024	GABELLI FUNDS LLC	0.14%	16.7K	5.08M	1.3K	+8.44%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.13%	16.23K	4.94M	-64.67K	-79.94%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.13%	16.06K	4.89M	10.79K	+205.05%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.13%	15.98K	4.86M	2.81K	+21.30%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.13%	15.69K	4.78M	-267	-1.67%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	14.66K	4.46M	-5.84K	-28.48%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.12%	14.08K	4.29M	448	+3.29%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.11%	13.58K	4.13M	10.94K	+412.95%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.11%	13.43K	4.09M	9.23K	+219.94%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.11%	13.33K	4.06B	1.93K	+16.87%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	12.9K	3.93M	4.74K	+57.98%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.11%	12.87K	3.92M	-3.23K	-20.04%
Mar 31, 2024	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.1%	12.69K	3.86M	-671	-5.02%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.1%	12.53K	3.81M	-257	-2.01%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.1%	12.4K	3.77B	499	+4.19%
Mar 31, 2024	BLACKROCK INC.	6.9%	839.37K	255.52M	12K	+1.45%
Mar 31, 2024	VANGUARD GROUP INC	6.45%	784.43K	238.8M	-134.07K	-14.60%
Mar 31, 2024	FMR LLC	4.86%	591.4K	180.03M	-401.64K	-40.45%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	1.39%	168.03K	51.15M	-1.16K	-0.68%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.29%	156.43K	47.62M	14.42K	+10.15%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.26%	152.95K	46.57M	6.38K	+4.35%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.02%	123.49K	37.59M	2.24K	+1.85%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.4%	47.66K	14.51M	-8.7K	-15.43%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.94%	114.78K	34.94M	3.16K	+2.83%
Mar 31, 2024	NORTHERN TRUST CORP	0.55%	67.15K	20.44M	-1.73K	-2.51%
Mar 31, 2024	MORGAN STANLEY	0.55%	66.49K	20.24M	6.5K	+10.83%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.52%	63.73K	19.4M	41.84K	+191.14%
Mar 31, 2024	BARCLAYS PLC	0.49%	59.7K	18.17M	27.19K	+83.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.9%	110K	33.49M	2.69K	+2.50%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.51%	61.63K	18.76M	38.22K	+163.24%
Mar 31, 2024	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.21%	145.39K	44.26M	38.17K	+35.61%
Mar 31, 2024	MARSHALL WACE, LLP	1.14%	137.52K	41.86M	108.77K	+378.40%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.89%	107.77K	32.81M	-733	-0.68%
Mar 31, 2024	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.88%	106.32K	32.37M	0	0
Mar 31, 2024	INVESCO LTD.	0.85%	102.85K	31.31M	26.67K	+35.02%
Mar 31, 2024	ARMISTICE CAPITAL, LLC	0.8%	96.2K	29.28M	33.99K	+54.63%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.7%	85.5K	26.03M	40K	+87.91%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.69%	83.68K	25.47M	-3.94K	-4.50%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.6%	72K	21.92M	30.77K	+74.64%
Mar 31, 2024	JPMORGAN CHASE & CO	0.49%	59.17K	18.01M	28.46K	+92.67%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.45%	54.85K	16.7M	23.09K	+72.67%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.41%	49.35K	15.02M	8.69K	+21.37%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.38%	46.1K	14.03M	-400	-0.86%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	7.61%	931.1K	321.78M	8.49K	+0.92%
Dec 31, 2023	VANGUARD GROUP INC	7.51%	918.5K	317.43M	21.06K	+2.35%
Dec 31, 2023	BLACKROCK INC.	6.77%	827.37K	285.93M	-4.94K	-0.59%
Dec 31, 2023	STATE STREET CORP	2.21%	270.31K	93.42M	7.77K	+2.96%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.38%	169.19K	58.47M	3.32K	+2.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.2%	146.57K	50.66M	5.53K	+3.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.21%	25.55K	8.83M	-5.42K	-17.50%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.2%	25K	8.64M	18.2K	+267.65%
Dec 31, 2023	MAN GROUP PLC	0.2%	23.89K	8.26M	-19.16K	-44.51%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.19%	23.41K	8.09M	16.54K	+240.77%
Dec 31, 2023	CENTRE ASSET MANAGEMENT, LLC	0.19%	23.35K	8.07M	1.07K	+4.82%
Dec 31, 2023	ROYAL BANK OF CANADA	0.19%	22.84K	7.89M	11.44K	+100.25%
Dec 31, 2023	FMR LLC	8.12%	993.04K	343.18M	-500.38K	-33.51%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.16%	142.01K	49.08M	7.62K	+5.67%
Dec 31, 2023	CANDLESTICK CAPITAL MANAGEMENT LP	1.02%	125K	43.2M	125K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.99%	121.25K	41.9M	-3.79K	-3.03%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.91%	111.62K	38.57M	-3.79K	-3.29%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.89%	108.51K	37.5M	-14.66K	-11.90%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.88%	107.31K	37.09M	3.38K	+3.25%
Dec 31, 2023	SOUTHERNSUN ASSET MANAGEMENT, LLC	0.88%	107.21K	37.05M	-10.88K	-9.21%
Dec 31, 2023	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.87%	106.32K	36.74M	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.33%	40.43K	13.97M	-27.15K	-40.17%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.72%	87.62K	30.28M	-2.07K	-2.30%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.66%	80.89K	27.96M	-108.16K	-57.21%
Dec 31, 2023	INVESCO LTD.	0.62%	76.17K	26.32M	27.2K	+55.55%
Dec 31, 2023	NORTHERN TRUST CORP	0.56%	68.88K	23.8M	-1.44K	-2.05%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.53%	64.7K	22.36M	2.6K	+4.19%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.53%	65.27K	22.56M	65.27K	+100.00%
Dec 31, 2023	ARMISTICE CAPITAL, LLC	0.51%	62.21K	21.5M	62.21K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.49%	59.99K	20.73M	8.35K	+16.16%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.46%	56.35K	19.47M	-6.76K	-10.71%
Dec 31, 2023	TD ASSET MANAGEMENT INC	0.38%	46.5K	16.07M	3.4K	+7.89%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.38%	46.16K	15.95M	-30.32K	-39.65%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.37%	45.5K	15.72M	38K	+506.67%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.36%	44.28K	15.3M	38.18K	+626.42%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	41.22K	14.25M	5.27K	+14.65%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.33%	40.66K	14.05M	31.93K	+365.70%
Dec 31, 2023	NORGES BANK	0.33%	40.16K	13.88M	40.16K	+100.00%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.29%	34.94K	12.07M	-278	-0.79%
Dec 31, 2023	BARCLAYS PLC	0.25%	30K	10.37M	30K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	31.77K	10.98M	-27.1K	-46.03%
Dec 31, 2023	JPMORGAN CHASE & CO	0.25%	30.71K	10.61M	5.99K	+24.24%
Dec 31, 2023	RHUMBLINE ADVISERS	0.25%	29.96K	10.35M	-727	-2.37%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.24%	29K	10.02M	277	+0.96%
Dec 31, 2023	MARSHALL WACE, LLP	0.24%	28.75K	9.93M	22.27K	+344.21%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	28.58K	9.88M	28.54K	+69,609.76%

Insiders

Insiders	Designation	Shares Held
CALAGIONE SAMUEL A. III	Founder & Brewer, Dogfish Head	67.95K
KOCH C JAMES	Chairman	62.26K
BURWICK DAVID A	President and CEO	47.91K
VALETTE JEAN MICHEL	director	10.91K
O'BOYLE CAROLYN L.	Chief People Officer	6.66K
TROUPE QUINCY B	Senior VP, Supply Chain	6.39K
GEIST JOHN C	Chief Sales Officer	5.57K
GRINNELL DAVID L.	Vice President of Brewing	1.61K
FRITSCH ANNETTE N	VP of Product Design and R&D	1.4K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 13, 2025	VALETTE JEAN MICHEL	SALE	229.23	900	206.31K	10.91K
Jan 02, 2025	O'BOYLE CAROLYN L.	SALE	301.76	62	18.71K	6.66K
Dec 02, 2024	O'BOYLE CAROLYN L.	SALE	316.24	62	19.61K	6.72K
Nov 01, 2024	O'BOYLE CAROLYN L.	SALE	292.74	62	18.15K	6.78K
Oct 01, 2024	O'BOYLE CAROLYN L.	SALE	288.86	62	17.91K	6.84K
Sep 03, 2024	O'BOYLE CAROLYN L.	SALE	274.90	63	17.32K	6.9K
Aug 13, 2024	O'BOYLE CAROLYN L.	SALE	274.90	63	17.32K	6.97K
Apr 01, 2024	O'BOYLE CAROLYN L.	SALE	303.49	101	30.65K	7.03K
Mar 01, 2024	O'BOYLE CAROLYN L.	SALE	308.45	102	31.46K	2.53K
Feb 01, 2024	O'BOYLE CAROLYN L.	SALE	350.72	102	35.77K	2.63K
Jan 02, 2024	O'BOYLE CAROLYN L.	SALE	344.83	102	35.17K	2.73K
Dec 01, 2023	O'BOYLE CAROLYN L.	SALE	354.90	102	36.2K	2.83K
Nov 13, 2023	O'BOYLE CAROLYN L.	SALE	333.96	102	34.06K	2.94K
Aug 11, 2023	CALAGIONE SAMUEL A. III	SALE	358.44	2.51K	898.97K	67.95K
Aug 10, 2023	CALAGIONE SAMUEL A. III	SALE	365.65	192	70.2K	82.05K
Jul 28, 2023	GEIST JOHN C	SALE	353.00	3.52K	1.24M	5.57K
Jun 05, 2023	GEIST JOHN C	SALE	342.04	4.37K	1.49M	5.57K
May 22, 2023	BURWICK DAVID A	SALE	326.38	1.64K	536.57K	47.91K
Mar 06, 2023	FRITSCH ANNETTE N	SALE	318.37	220	70.04K	1.4K
Mar 01, 2023	GEIST JOHN C	SALE	320.14	646	206.81K	5.57K
Jan 12, 2023	O'BOYLE CAROLYN L.	SALE	350.00	50	17.5K	2.33K
Dec 01, 2022	O'BOYLE CAROLYN L.	SALE	386.43	50	19.32K	2.38K
Nov 01, 2022	O'BOYLE CAROLYN L.	SALE	377.52	50	18.88K	2.43K
Oct 26, 2022	FRITSCH ANNETTE N	SALE	407.89	150	61.18K	1.28K
Oct 25, 2022	GEIST JOHN C	SALE	414.81	300	124.44K	4.75K
Oct 10, 2022	O'BOYLE CAROLYN L.	SALE	350.00	101	35.35K	2.48K
Aug 03, 2022	O'BOYLE CAROLYN L.	SALE	381.73	251	95.81K	2.59K
Aug 01, 2022	GRINNELL DAVID L.	SALE	379.92	425	161.47K	1.61K
Jul 01, 2022	GRINNELL DAVID L.	SALE	304.97	425	129.61K	1.61K
Jun 06, 2022	GRINNELL DAVID L.	SALE	345.21	425	146.71K	1.61K
May 18, 2022	BURWICK DAVID A	SALE	349.17	433	151.19K	43.13K
Apr 01, 2022	GEIST JOHN C	SALE	390.54	25	9.76K	4.75K
Mar 03, 2022	TROUPE QUINCY B	SALE	393.71	3.84K	1.51M	6.39K
Mar 01, 2022	GEIST JOHN C	SALE	388.12	456	176.98K	4.75K
Jan 07, 2022	TROUPE QUINCY B	SALE	500.00	842	421K	4.82K
Jan 03, 2022	GEIST JOHN C	SALE	519.61	393	204.21K	4.45K
Dec 08, 2021	GRINNELL DAVID L.	SALE	495.79	100	49.58K	1.75K
Dec 07, 2021	TROUPE QUINCY B	SALE	500.00	843	421.5K	5.28K
Oct 26, 2021	CALAGIONE SAMUEL A. III	SALE	511.13	1.92K	978.81K	0
Jul 08, 2021	KOCH C JAMES	SALE	937.04	100	93.7K	62.26K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES9622

NET SHARES-9622

SHARES HELD17.56K2

% NET SHARES-105.48%0%

SAM Stock Ownership Breakdown

Boston Beer

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions