Public record / Tickers / SAM

SAM — BOSTON BEER CO INC†

Both disclosure regimes on one name: who in Congress filed about SAM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming SAM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-09
filed 2021-08-09
13F holders
298
top-298 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

SELL · traded 2021-07-27 → filed 2021-08-09. Ranked over every SAM row by the provable lower bound, never a point estimate.

No member disclosed SAM in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SAM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SAM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SAM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-09Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 07-27 +13d$1K–$15K
2021-03-10Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 02-16 +22d$1K–$15K
2020-09-20Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 08-13 +38d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in SAM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SAM in the trailing 12 months.

Congress ↔ notable managers · SAM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BOSTON BEER INC

Merged timeline of congressional filings and notable-manager moves on SAM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−78,592 sh
2026-05-15Bridgewater Associates 13FTRIM−3,312 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SAM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$177M1
2AQR CAPITAL MANAGEMENT LLC$150M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$146M1
4VANGUARD CAPITAL MANAGEMENT LLC$78.5M1
5AMERICAN CENTURY COMPANIES INC$66.4M1
6DIMENSIONAL FUND ADVISORS LP$63.0M1
7STATE STREET CORP$58.8M1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$56.5M1
9Quantinno Capital Management LP$53.1M1
10UBS Group AG$50.4M1
11FMR LLC$45.0M1
12Gotham Asset Management, LLC$39.2M1
13Global Alpha Capital Management Ltd.$34.0M1
14MORGAN STANLEY$31.0M1
15SOUTHEASTERN ASSET MANAGEMENT INC/TN/$27.3M1
16Invesco Ltd.$26.6M1
17Qube Research & Technologies Ltd$25.6M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$24.6M1
19MILLENNIUM MANAGEMENT LLC$22.3M1
20RENAISSANCE TECHNOLOGIES LLC$21.6M1
21Woodson Capital Management, LP$20.7M1
22NORTHERN TRUST CORP$18.2M1
23Man Group plc$17.9M1
24Calamos Advisors LLC$15.4M1
25FRANKLIN RESOURCES INC$12.8M1
26CITADEL ADVISORS LLC$12.3M1
27FIRST TRUST ADVISORS LP$11.9M1
28VANGUARD FIDUCIARY TRUST CO$11.0M1
29D. E. Shaw & Co., Inc.$10.7M1
30Corient Private Wealth LLC$10.4M1
31Prescott General Partners LLC$10.4M1
32BANK OF AMERICA CORP /DE/$10.2M1
33Crawford Fund Management, LLC$9.1M1
34IEQ CAPITAL, LLC$8.5M1
35WINTON GROUP Ltd$7.5M1
36Trexquant Investment LP$6.9M1
37NOMURA HOLDINGS INC$6.3M1
38Creative Planning$6.1M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.0M1
40ROYAL BANK OF CANADA$4.4M1
41Nuveen, LLC$4.3M1
42Squarepoint Ops LLC$4.1M1
43PRINCIPAL FINANCIAL GROUP INC$4.0M1
44ONTARIO TEACHERS PENSION PLAN BOARD$3.9M1
45Swiss National Bank$3.7M1
46Cerity Partners LLC$3.7M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.7M1
48Savoir Faire Capital Management, L.P.$3.5M1
49CWM, LLC$2.8M1
50Mariner, LLC$2.6M1
51Legal & General Group Plc$2.6M1
52Focus Partners Wealth$2.6M1
53Jefferies Financial Group Inc.$2.6M1
54Oak Thistle LLC$2.5M1
55Quantedge Capital Pte Ltd$2.4M1
56BCGM Wealth Management, LLC$2.3M1
57CenterBook Partners LP$2.3M1
58Retirement Systems of Alabama$2.2M1
59JANE STREET GROUP, LLC$2.0M1
60WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
61MERCER GLOBAL ADVISORS INC /ADV$1.8M1
62TWO SIGMA INVESTMENTS, LP$1.7M1
63GAGNON SECURITIES LLC$1.7M1
64VOYA INVESTMENT MANAGEMENT LLC$1.7M1
65ALLIANCEBERNSTEIN L.P.$1.6M1
66Odyssean, LLC$1.5M1
67Summit Trail Advisors, LLC$1.5M1
68VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.4M1
69Connor, Clark & Lunn Investment Management Ltd.$1.4M1
70VANGUARD ASSET MANAGEMENT, Ltd$1.4M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
72denkapparat Operations GmbH$1.3M1
73XTX Topco Ltd$1.3M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.2M1
75STATE OF WISCONSIN INVESTMENT BOARD$1.2M1
76WELLS FARGO & COMPANY/MN$1.2M1
77CastleKnight Management LP$1.2M1
78Robeco Institutional Asset Management B.V.$1.1M1
79LPL Financial LLC$1.1M1
80Eschler Asset Management LLP$1.1M1
81Federation des caisses Desjardins du Quebec$1.0M1
82Perbak Capital Partners LLP$1.0M1
83Sequoia Financial Advisors, LLC$949K1
84CANADA PENSION PLAN INVESTMENT BOARD$945K1
85TEACHER RETIREMENT SYSTEM OF TEXAS$932K1
86Inscription Capital, LLC$914K1
87Schonfeld Strategic Advisors LLC$884K1
88Janus Henderson Group Ltd.$881K1
89EXCHANGE TRADED CONCEPTS, LLC$881K1
90FIFTH THIRD BANCORP$799K1
91GLENMEDE TRUST CO NA$796K1
92ENVESTNET ASSET MANAGEMENT INC$772K1
93CITIGROUP INC$757K1
94OPPENHEIMER ASSET MANAGEMENT INC.$709K1
95Vanguard Global Advisers, LLC$708K1
96Magnetar Financial LLC$704K1
97Cambria Investment Management, L.P.$697K1
98FOUNDERS CAPITAL MANAGEMENT, LLC$690K1
99MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$679K1
100Vident Advisory, LLC$675K1
101GROUP ONE TRADING LLC$640K1
102INTECH INVESTMENT MANAGEMENT LLC$605K1
103ICON ADVISERS INC/CO$581K1
104Impact Partnership Wealth, LLC$579K1
105Wernau Asset Management Inc.$576K1
106Freestone Grove Partners LP$547K1
107CIBC Bancorp USA Inc.$541K1
108Chicago Partners Investment Group LLC$536K1
109Caprock Group, LLC$522K1
110Arizona State Retirement System$517K1
111Vanguard Investments Australia, Ltd.$511K1
112HighTower Advisors, LLC$503K1
113RAYMOND JAMES FINANCIAL INC$496K1
114Universal- Beteiligungs- und Servicegesellschaft mbH$495K1
115Diversified Investment Strategies, LLC$480K1
116Engineers Gate Manager LP$474K1
117Tower Research Capital LLC (TRC)$468K1
118FLPUTNAM INVESTMENT MANAGEMENT CO$466K1
119Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$465K1
120Monaco Asset Management SAM$461K1
121EVERGREEN CAPITAL MANAGEMENT LLC$460K1
122RHS Financial, LLC$452K1
123COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$444K1
124STATE OF MICHIGAN RETIREMENT SYSTEM$434K1
125Bridgewater Associates, LP$426K1
126Merit Financial Group, LLC$423K1
127Callan Family Office, LLC$421K1
128SEI INVESTMENTS CO$419K1
129BOOTHBAY FUND MANAGEMENT, LLC$418K1
130Tidal Investments LLC$417K1
131iSAM Funds (UK) Ltd$409K1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$397K1
133BALYASNY ASSET MANAGEMENT L.P.$391K1
134Baker Avenue Asset Management, LP$386K1
135Cetera Investment Advisers$386K1
136HUB Investment Partners, LLC$383K1
137Vanguard Personalized Indexing Management, LLC$379K1
138Zurcher Kantonalbank (Zurich Cantonalbank)$377K1
139Empowered Funds, LLC$372K1
140Kera Capital Partners, Inc.$369K1
141NorthCrest Asset Manangement, LLC$364K1
142OREGON PUBLIC EMPLOYEES RETIREMENT FUND$353K1
143Aaron Wealth Advisors LLC$352K1
144Focus Partners Advisor Solutions, LLC$352K1
145Brooklyn Investment Group$339K1
146Pictet Asset Management Holding SA$336K1
147Lombard Odier Asset Management (USA) Corp$330K1
148Calamos Wealth Management LLC$319K1
149HSBC HOLDINGS PLC$314K1
150GREENWOOD CAPITAL ASSOCIATES LLC$305K1
151Cresset Asset Management, LLC$305K1
152GREAT VALLEY ADVISOR GROUP, INC.$304K1
153Bull Harbor Capital LLC$303K1
154DEUTSCHE BANK AG\$302K1
155Brevan Howard Capital Management LP$285K1
156Numerai GP LLC$283K1
157UNITED CAPITAL FINANCIAL ADVISORS, LLC$273K1
158O'SHAUGHNESSY ASSET MANAGEMENT, LLC$269K1
159Investors Research Corp$259K1
160New Age Alpha Advisors, LLC$252K1
161Texas Yale Capital Corp.$249K1
162Sagewood Asset Management LP$243K1
163Pallas Capital Advisors LLC$241K1
164ROBERTS GLORE & CO INC /IL/$240K1
165Caldwell Trust Co$230K1
166CIBC WORLD MARKET INC.$229K1
167Sigma Planning Corp$225K1
168Allworth Financial LP$221K1
169MACKENZIE FINANCIAL CORP$221K1
170BLAIR WILLIAM & CO/IL$220K1
171Asset Management Group, Inc.$218K1
172XPONANCE LLC$212K1
173WADDELL & ASSOCIATES, LLC$211K1
174Diversified Trust Co$210K1
175COMMONWEALTH EQUITY SERVICES, LLC$209K1
176MEEDER ASSET MANAGEMENT INC$209K1
177Camelot Portfolios, LLC$207K1
178Jain Global LLC$201K1
179QUADRANT CAPITAL GROUP LLC$198K1
180FEDERATED HERMES, INC.$189K1
181MAI Capital Management$162K1
182NATIONAL BANK OF CANADA /FI/$160K1
183SECURIAN ASSET MANAGEMENT, INC$135K1
184US BANCORP \DE\$109K1
185OSAIC HOLDINGS, INC.$105K1
186Quarry LP$87.3K1
187NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$77.4K1
188Steward Partners Investment Advisory, LLC$76.3K1
189UMB Bank, n.a.$72.3K1
190SIGNATUREFD, LLC$67.5K1
191MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$65.9K1
192Sachetta, LLC$56.4K1
193TD Waterhouse Canada Inc.$54.7K1
194True Wealth Design, LLC$51.8K1
195Rockefeller Capital Management L.P.$40.8K1
196Arax Advisory Partners$40.1K1
197Larson Financial Group LLC$39.4K1
198MCF Advisors LLC$35.9K1
199HM PAYSON & CO$34.6K1
200First Command Advisory Services, Inc.$33.4K1
201ARMSTRONG ADVISORY GROUP, INC$25.1K1
202Triumph Capital Management$23.0K1
203BNP Paribas Asset Management Holding S.A.$18.7K1
204Mirae Asset Global Investments Co., Ltd.$18.4K1
205Beacon Financial Strategies CORP$15.2K1
206Atlantic Union Bankshares Corp$14.5K1
207NATIXIS$14.5K1
208SALEM INVESTMENT COUNSELORS INC$13.8K1
209Basecamp Wealth Advisors LLC$12.0K1
210West Branch Capital LLC$11.5K1
211DAGCO, INC.$11.5K1
212Hilltop National Bank$11.5K1
213PITTENGER & ANDERSON INC$7.6K1
214Harbor Asset Planning, Inc.$7.6K1
215Private Wealth Management Group, LLC$7.1K1
216WealthCollab, LLC$6.9K1
217ALGERT GLOBAL LLC$5.7K1
218ACADIAN ASSET MANAGEMENT LLC$5.7K1
219Valued Wealth Advisors LLC$5.1K1
220Ameliora Wealth Management Ltd.$4.6K1
221HRT FINANCIAL LP$4.4K1
222Mitsubishi UFJ Asset Management Co., Ltd.$3.5K1
223Rachor Investment Advisory Services, LLC$3.5K1
224Physician Wealth Advisors, Inc.$3.0K1
225SJS Investment Consulting Inc.$2.8K1
226MV CAPITAL MANAGEMENT, INC.$2.5K1
227Geneos Wealth Management Inc.$2.3K1
228CVA Family Office, LLC$2.1K1
229Kilter Group LLC$2.1K1
230Parkside Financial Bank & Trust$1.8K1
231Clearstead Trust, LLC$1.8K1
232JPL Wealth Management, LLC$1.8K1
233ELEVATION WEALTH PARTNERS, LLC$1.6K1
234Manchester Capital Management LLC$1.4K1
235Advisors Asset Management, Inc.$1.4K1
236Caitong International Asset Management Co., Ltd$1.4K1
237Clearstead Advisors, LLC$1.2K1
238Independence Bank of Kentucky$1.2K1
239CANADA LIFE ASSURANCE Co$1.1K1
240Rialto Wealth Management, LLC$9221
241SHP Wealth Management$9211
242Treasurer of the State of North Carolina$7621
243AMICA MUTUAL INSURANCE CO$7391
244JFS WEALTH ADVISORS, LLC$6921
245Spire Wealth Management$6911
246Smartleaf Asset Management LLC$6891
247THRIVENT FINANCIAL FOR LUTHERANS$3991
248Claret Asset Management Corp$2861
249State of Alaska, Department of Revenue$2581
250DHJJ Financial Advisors, Ltd.$2311
251Legacy Wealth Managment, LLC/ID$2311
252Transamerica Financial Advisors, LLC$2301
253Godfrey Financial Associates, Inc.$2301
254KBC Group NV$621
255DekaBank Deutsche Girozentrale$361
256VANGUARD GROUP INC— value not disclosed1
257ROMAN BUTLER FULLERTON & CO— value not disclosed1
258HARBOUR INVESTMENTS, INC.— value not disclosed1
259COMERICA BANK— value not disclosed1
260MAVERICK CAPITAL LTD— value not disclosed1
261VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
262WEXFORD CAPITAL LP— value not disclosed1
263CIBC WORLD MARKETS CORP— value not disclosed1
264Hilltop Holdings Inc.— value not disclosed1
265CIBC Private Wealth Group LLC— value not disclosed1
266Skylands Capital, LLC— value not disclosed1
267PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
268Walleye Trading LLC— value not disclosed1
269Hudson Bay Capital Management LP— value not disclosed1
270Verition Fund Management LLC— value not disclosed1
271TWO SIGMA ADVISERS, LP— value not disclosed1
272DRW Securities, LLC— value not disclosed1
273Virtu Financial LLC— value not disclosed1
274Dynamic Technology Lab Private Ltd— value not disclosed1
275MANGROVE PARTNERS IM, LLC— value not disclosed1
276Leonteq Securities AG— value not disclosed1
277Swiss Life Asset Management Ltd— value not disclosed1
278Quadrature Capital Ltd— value not disclosed1
279DV Trading LLC— value not disclosed1
280CNB Bank— value not disclosed1
281ExodusPoint Capital Management, LP— value not disclosed1
282Atom Investors LP— value not disclosed1
283Global Retirement Partners, LLC— value not disclosed1
284MQS Management LLC— value not disclosed1
285Y-Intercept (Hong Kong) Ltd— value not disclosed1
286Sanctuary Advisors, LLC— value not disclosed1
287Aquatic Capital Management LLC— value not disclosed1
288Concord Wealth Partners— value not disclosed1
289Kestra Advisory Services, LLC— value not disclosed1
290SAGE PRIVATE WEALTH GROUP, LLC— value not disclosed1
291Tejara Capital Ltd— value not disclosed1
292AlphaQuest LLC— value not disclosed1
293SageView Advisory Group, LLC— value not disclosed1
294Cape Investment Advisory, Inc.— value not disclosed1
295LECAP ASSET MANAGEMENT LTD— value not disclosed1
296Bayforest Capital Ltd— value not disclosed1
297Exit Wealth Advisors, LLC.— value not disclosed1
298Lotus Technology Management, LP— value not disclosed1
Truncated by Public Filings. Every one of the 255 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SAM

RETAINED WINDOW · ACTIVE HITS

Zero hits on SAM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SAM · financials and macro

Financials — as filed PLANNED

SAM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SAM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing