Berry Global Group, Inc.
BERYDelisted Apr 30, 2025- Industry
- Plastics Products, NEC
- SEC CIK
- 0001378992
Berry Global Group, Inc. was delisted on Apr 30, 2025; its insiders filed their last Form 4 on May 2, 2025; 440 institutions reported holding it in 13F filings for Q1 2025, worth $8.25B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Berry Global Group, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 365
- −14 vs. Q2 2021
- Shares held
- 130.1M
- −185.2K (−0.1%) vs. Q2 2021
- Total value
- $7.92B
- −$575.4M (−6.8%) vs. Q2 2021
- New holders
- 29
- 109 more added
- Sold out
- 43
- 157 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BERY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $68 |
| Q1 2026 | 1 | $68 |
| Q4 2025 | 1 | $68 |
| Q3 2025 | 1 | $68 |
| Q2 2025 | 5 | $243.4K |
| Q1 2025 | 440 | $8.25B |
| Q4 2024 | 442 | $7.29B |
| Q3 2024 | 398 | $7.73B |
| Q2 2024 | 392 | $6.69B |
| Q1 2024 | 412 | $6.90B |
| Q4 2023 | 431 | $7.46B |
| Q3 2023 | 398 | $6.92B |
| Q2 2023 | 390 | $7.54B |
| Q1 2023 | 398 | $6.61B |
| Q4 2022 | 390 | $6.93B |
| Q3 2022 | 338 | $5.50B |
| Q2 2022 | 345 | $6.69B |
| Q1 2022 | 367 | $7.34B |
| Q4 2021 | 389 | $9.58B |
| Q3 2021 | 365 | $7.92B |
| Q2 2021 | 384 | $8.50B |
| Q1 2021 | 382 | $8.03B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 3 | $0 | 0.00% | +3 | New |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Private Capital Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $2.00K | 0.00% | +3+8.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 67 | $4.00K | 0.00% | +28+71.8% | Added |
| Vigilant Capital Management, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Heritage Wealth Advisors | 70 | $4.26K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $6.00K | 0.00% | −479−82.7% | Reduced |
| Sittner & Nelson, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 126 | $8.00K | 0.00% | −29−18.7% | Reduced |
| Loomis Sayles & Co L P | 152 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 158 | $10.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 209 | $13.0K | 0.00% | +4+2.0% | Added |
| American Portfolios Advisors | 224 | $13.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 299 | $18.0K | 0.00% | +160+115.1% | Added |
| Parallel Advisors, LLC | 317 | $19.0K | 0.00% | +11+3.6% | Added |
| Prentice Wealth Management LLC | 328 | $20.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 327 | $20.0K | 0.00% | +41+14.3% | Added |
| Smith Group Asset Management, LLC | 329 | $20.0K | 0.00% | +329 | New |
| Bedel Financial Consulting, Inc. | 353 | $21.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 369 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 431 | $26.0K | 0.00% | +30+7.5% | Added |
| Geneos Wealth Management Inc. | 461 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 472 | $29.0K | 0.01% | +472 | New |
| Bessemer Group Inc | 503 | $31.0K | 0.00% | +127+33.8% | Added |
| Signaturefd, LLC | 597 | $36.0K | 0.00% | +105+21.3% | Added |
| Harvest Fund Management Co., Ltd | 966 | $58.0K | 0.01% | −533−35.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,002 | $61.0K | 0.00% | −38−3.7% | Reduced |
| NEXT Financial Group, Inc | 1,050 | $64.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,065 | $65.0K | 0.01% | −11,085−91.2% | Reduced |
| Cutler Group LP | 1,195 | $72.0K | 0.01% | −200−14.3% | Reduced |
| Caas Capital Management LP | 1,300 | $79.0K | 0.01% | +1,300 | New |
| American International Group, Inc. | 1,504 | $92.0K | 0.00% | −184−10.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,600 | $97.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,756 | $106.0K | 0.00% | −37−2.1% | Reduced |
| Altshuler Shaham Ltd | 1,927 | $118.0K | 0.00% | +1,050+119.7% | Added |
| First Horizon Advisors, Inc. | 2,032 | $123.0K | 0.00% | +891+78.1% | Added |
| State of Alaska, Department of Revenue | 2,103 | $128.0K | 0.00% | +70+3.4% | Added |
| Meeder Asset Management Inc | 2,118 | $129.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,415 | $147.0K | 0.00% | −8,480−77.8% | Reduced |
| Fieldpoint Private Securities, LLC | 2,583 | $157.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,644 | $161.0K | 0.10% | −490−15.6% | Reduced |
| Twin Tree Management, LP | 2,672 | $163.0K | 0.00% | +2,672 | New |
| Metropolitan Life Insurance Co | 2,686 | $163.5K | 0.00% | −107−3.8% | Reduced |
| Psagot Investment House Ltd. | 3,103 | $189.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,103 | $189.0K | 0.03% | +3,103 | New |
| Regal Investment Advisors LLC | 3,342 | $203.0K | 0.02% | −416−11.1% | Reduced |
| World Asset Management Inc | 3,357 | $204.0K | 0.02% | −91−2.6% | Reduced |
| Allen Investment Management LLC | 3,349 | $204.0K | 0.00% | +3,349 | New |
| IFP Advisors, Inc | 3,543 | $218.0K | 0.00% | +64+1.8% | Added |
| Group One Trading, L.P. | 3,724 | $227.0K | 0.00% | +806+27.6% | Added |
| SG Americas Securities, LLC | 3,751 | $228.0K | 0.00% | −1,828−32.8% | Reduced |
| Panagora Asset Management Inc | 3,768 | $229.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,819 | $233.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,836 | $234.0K | 0.00% | −6,301−62.2% | Reduced |
| WMS Partners, LLC | 3,875 | $236.0K | 0.03% | +75+2.0% | Added |
| Brandywine Oak Private Wealth LLC | 3,905 | $237.0K | 0.03% | −13−0.3% | Reduced |
| Brookstone Capital Management | 4,017 | $242.0K | 0.00% | −1,227−23.4% | Reduced |
| Canada Pension Plan Investment Board | 3,995 | $243.0K | 0.00% | +457+12.9% | Added |
| Chicago Trust Co NA | 4,137 | $251.0K | 0.06% | −281−6.4% | Reduced |
| Greenleaf Trust | 4,193 | $255.0K | 0.00% | +8+0.2% | Added |
| Paloma Partners Management Co | 4,199 | $256.0K | 0.01% | +4,199 | New |
| Shepherd Kaplan Krochuk, LLC | 4,500 | $274.0K | 0.10% | −300−6.3% | Reduced |
| Jeppson Wealth Management, LLC | 4,610 | $280.0K | 0.15% | +8+0.2% | Added |
| JustInvest LLC | 4,617 | $281.0K | 0.03% | −408−8.1% | Reduced |
| Bayesian Capital Management, LP | 4,773 | $291.0K | 0.08% | −7,100−59.8% | Reduced |
| Cadinha & Co LLC | 4,795 | $292.0K | 0.04% | −5,715−54.4% | Reduced |
| Cetera Investment Advisers | 4,799 | $292.0K | 0.00% | +834+21.0% | Added |
| Navellier & Associates Inc | 4,853 | $295.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,940 | $301.0K | 0.00% | −20,404−80.5% | Reduced |
| Wellington Management Group LLP | 5,106 | $311.0K | 0.00% | +5,106 | New |
| Delta Investment Management, LLC | 5,155 | $314.0K | 0.10% | −161−3.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,175 | $315.0K | 0.20% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,110 | $316.0K | 0.01% | −13,086−71.9% | Reduced |
| Fulton Bank, N.A. | 5,340 | $325.0K | 0.02% | +623+13.2% | Added |
| CIBC Asset Management Inc | 5,388 | $328.0K | 0.00% | +472+9.6% | Added |
| Connable Office Inc | 5,505 | $335.0K | 0.05% | −112−2.0% | Reduced |
| Massmutual Trust Co FSB | 5,566 | $339.0K | 0.01% | −378−6.4% | Reduced |
| Glenview Trust Co | 5,700 | $347.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 5,775 | $351.0K | 0.00% | −11,495−66.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,078 | $370.0K | 0.00% | +718+13.4% | Added |
| Telemus Capital, LLC | 6,103 | $372.0K | 0.03% | +6,103 | New |