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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-08-09Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 07-27 +13d$1K–$15K
2021-03-10Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 02-16 +22d$1K–$15K
2020-09-20Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 08-13 +38d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
257ROMAN BUTLER FULLERTON & CO$01
258HARBOUR INVESTMENTS, INC.$01
259COMERICA BANK$01
260MAVERICK CAPITAL LTD$01
261VIRGINIA RETIREMENT SYSTEMS ET Al$01
262WEXFORD CAPITAL LP$01
263CIBC WORLD MARKETS CORP$01
264Hilltop Holdings Inc.$01
265CIBC Private Wealth Group LLC$01
266Skylands Capital, LLC$01
267PRELUDE CAPITAL MANAGEMENT, LLC$01
268Walleye Trading LLC$01
269Hudson Bay Capital Management LP$01
270Verition Fund Management LLC$01
271TWO SIGMA ADVISERS, LP$01
272DRW Securities, LLC$01
273Virtu Financial LLC$01
274Dynamic Technology Lab Private Ltd$01
275MANGROVE PARTNERS IM, LLC$01
276Leonteq Securities AG$01
277Swiss Life Asset Management Ltd$01
278Quadrature Capital Ltd$01
279DV Trading LLC$01
280CNB Bank$01
281ExodusPoint Capital Management, LP$01
282Atom Investors LP$01
283Global Retirement Partners, LLC$01
284MQS Management LLC$01
285Y-Intercept (Hong Kong) Ltd$01
286Sanctuary Advisors, LLC$01
287Aquatic Capital Management LLC$01
288Concord Wealth Partners$01
289Kestra Advisory Services, LLC$01
290SAGE PRIVATE WEALTH GROUP, LLC$01
291Tejara Capital Ltd$01
292AlphaQuest LLC$01
293SageView Advisory Group, LLC$01
294Cape Investment Advisory, Inc.$01
295LECAP ASSET MANAGEMENT LTD$01
296Bayforest Capital Ltd$01
297Exit Wealth Advisors, LLC.$01
298Lotus Technology Management, LP$01
Truncated by Public Filings. The published aggregate ranks the top 298 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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