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, Q4 2021
Institutional positions in Berry Global Group, Inc. as of Dec 31, 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
- 389
- +32 vs. Q3 2021
- Shares held
- 129.9M
- +404.8K (+0.3%) vs. Q3 2021
- Total value
- $9.58B
- +$1.70B (+21.5%) vs. Q3 2021
- New holders
- 79
- 120 more added
- Sold out
- 47
- 132 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Parallax Volatility Advisers, L.P. | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| BDO Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Private Capital Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $1.00K | 0.00% | +15 | New |
| Anchor Investment Management, LLC | 20 | $1.48K | 0.00% | +20 | New |
| Patriot Financial Group Insurance Agency, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $2.00K | 0.00% | +23 | New |
| Global Financial Private Client, LLC | 35 | $2.58K | 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 |
| Proequities, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Fortitude Advisory Group L.L.C. | 36 | $3.00K | 0.00% | +36 | New |
| Toth Financial Advisory Corp | 65 | $5.00K | 0.00% | −1,000−93.9% | Reduced |
| Heritage Wealth Advisors | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 70 | $5.00K | 0.00% | +70 | New |
| Lazard Asset Management LLC | 91 | $6.00K | 0.00% | −24,099−99.6% | Reduced |
| Crescent Capital Consulting, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Evoke Wealth, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 120 | $9.00K | 0.01% | +120 | New |
| Covestor Ltd | 146 | $11.0K | 0.02% | +146 | New |
| Confluence Wealth Services, Inc. | 150 | $11.0K | 0.00% | +150 | New |
| Huntington National Bank | 168 | $12.0K | 0.00% | −23−12.0% | Reduced |
| City Holding Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 195 | $14.0K | 0.00% | +195 | New |
| American Portfolios Advisors | 224 | $16.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 230 | $17.0K | 0.00% | +230 | New |
| Bedel Financial Consulting, Inc. | 246 | $18.0K | 0.01% | −107−30.3% | Reduced |
| Signet Financial Management, LLC | 278 | $21.0K | 0.00% | +278 | New |
| Van Eck Associates Corp | 348 | $26.0K | 0.00% | +348 | New |
| Counterpoint Mutual Funds LLC | 369 | $27.0K | 0.03% | +369 | New |
| Smith Group Asset Management, LLC | 394 | $29.0K | 0.00% | +65+19.8% | Added |
| Vectors Research Management, LLC | 460 | $34.0K | 0.01% | +460 | New |
| Signaturefd, LLC | 488 | $36.0K | 0.00% | −109−18.3% | Reduced |
| Strengthening Families & Communities, LLC | 500 | $37.0K | 0.03% | +500 | New |
| Quadrant Capital Group LLC | 509 | $38.0K | 0.00% | +78+18.1% | Added |
| Koshinski Asset Management, Inc. | 528 | $39.0K | 0.00% | +528 | New |
| Northwestern Mutual Wealth Management Co | 927 | $68.0K | 0.00% | −75−7.5% | Reduced |
| Neo Ivy Capital Management | 965 | $71.0K | 0.10% | +965 | New |
| NEXT Financial Group, Inc | 1,073 | $79.0K | 0.01% | +23+2.2% | Added |
| Parallel Advisors, LLC | 1,352 | $100.0K | 0.00% | +1,035+326.5% | Added |
| American International Group, Inc. | 1,451 | $107.0K | 0.00% | −53−3.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,600 | $117.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,590 | $117.0K | 0.02% | +624+64.6% | Added |
| Spire Wealth Management | 1,626 | $120.0K | 0.00% | +1,626 | New |
| First Horizon Advisors, Inc. | 1,906 | $140.0K | 0.00% | −126−6.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,090 | $154.0K | 0.09% | +2,090 | New |
| Fieldpoint Private Securities, LLC | 2,583 | $191.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,613 | $193.0K | 0.00% | +2,110+419.5% | Added |
| State of Wyoming | 2,625 | $194.0K | 0.09% | −19−0.7% | Reduced |
| Metropolitan Life Insurance Co | 2,693 | $198.7K | 0.00% | +7+0.3% | Added |
| Congress Wealth Management LLC | 2,728 | $201.0K | 0.00% | +2,728 | New |
| Boston Private Wealth LLC | 2,761 | $204.0K | 0.00% | −12,601−82.0% | Reduced |
| American Trust | 2,780 | $205.0K | 0.02% | +2,780 | New |
| Dakota Wealth Management | 2,832 | $209.0K | 0.02% | +2,832 | New |
| Forum Financial Management, LP | 2,864 | $211.0K | 0.01% | +2,864 | New |
| Manteio Capital LLC | 2,880 | $212.0K | 0.27% | +2,880 | New |
| First Hawaiian Bank | 2,911 | $215.0K | 0.01% | +2,911 | New |
| Raymond James Financial Services Advisors, Inc. | 2,924 | $216.0K | 0.00% | +2,924 | New |
| Delta Capital Management LLC | 2,970 | $219.0K | 0.12% | +2,970 | New |
| Group One Trading, L.P. | 2,990 | $221.0K | 0.00% | −734−19.7% | Reduced |
| Teza Capital Management LLC | 3,070 | $227.0K | 0.06% | +3,070 | New |
| TriaGen Wealth Management LLC | 3,145 | $232.0K | 0.11% | +3,145 | New |
| Stephens Inc | 3,262 | $241.0K | 0.00% | +3,262 | New |
| Versor Investments LP | 3,300 | $243.0K | 0.01% | +3,300 | New |
| Barclays PLC | 3,373 | $248.0K | 0.00% | −2,402−41.6% | Reduced |
| Regal Investment Advisors LLC | 3,385 | $250.0K | 0.02% | +43+1.3% | Added |
| Ethic Inc. | 3,480 | $257.0K | 0.02% | +3,480 | New |
| IFP Advisors, Inc | 3,563 | $263.0K | 0.01% | +20+0.6% | Added |
| SG Americas Securities, LLC | 3,671 | $271.0K | 0.00% | −80−2.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,432 | $272.0K | 0.03% | −473−12.1% | Reduced |
| CenterBook Partners LP | 3,713 | $274.0K | 0.16% | +3,713 | New |
| Yousif Capital Management, LLC | 3,727 | $275.0K | 0.00% | +3,727 | New |
| Modera Wealth Management, LLC | 3,809 | $281.0K | 0.01% | +3,809 | New |
| WMS Partners, LLC | 3,875 | $286.0K | 0.06% | 00.0% | Unchanged |
| J2 Capital Management Inc | 3,900 | $288.0K | 0.27% | +3,900 | New |
| Brookstone Capital Management | 4,017 | $294.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,052 | $298.0K | 0.00% | +1,949+92.7% | Added |
| Chicago Trust Co NA | 4,137 | $305.0K | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 4,141 | $306.0K | 0.00% | +4,141 | New |
| Creative Planning | 4,161 | $307.0K | 0.00% | +4,161 | New |
| Greenleaf Trust | 4,198 | $310.0K | 0.00% | +5+0.1% | Added |
| HRT Financial LP | 4,292 | $316.0K | 0.00% | −35,807−89.3% | Reduced |
| Fox Run Management, L.L.C. | 4,407 | $325.0K | 0.19% | +4,407 | New |
| Jeppson Wealth Management, LLC | 4,435 | $327.0K | 0.16% | −175−3.8% | Reduced |
| Revolve Wealth Partners, LLC | 4,426 | $327.0K | 0.09% | +4,426 | New |