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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 3,875 | $286.0K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,809 | $281.0K | 0.01% | +3,809 | New |
| Yousif Capital Management, LLC | 3,727 | $275.0K | 0.00% | +3,727 | New |
| CenterBook Partners LP | 3,713 | $274.0K | 0.16% | +3,713 | New |
| Brandywine Oak Private Wealth LLC | 3,432 | $272.0K | 0.03% | −473−12.1% | Reduced |
| SG Americas Securities, LLC | 3,671 | $271.0K | 0.00% | −80−2.1% | Reduced |
| IFP Advisors, Inc | 3,563 | $263.0K | 0.01% | +20+0.6% | Added |
| Ethic Inc. | 3,480 | $257.0K | 0.02% | +3,480 | New |
| Regal Investment Advisors LLC | 3,385 | $250.0K | 0.02% | +43+1.3% | Added |
| Barclays PLC | 3,373 | $248.0K | 0.00% | −2,402−41.6% | Reduced |
| Versor Investments LP | 3,300 | $243.0K | 0.01% | +3,300 | New |
| Stephens Inc | 3,262 | $241.0K | 0.00% | +3,262 | New |
| TriaGen Wealth Management LLC | 3,145 | $232.0K | 0.11% | +3,145 | New |
| Teza Capital Management LLC | 3,070 | $227.0K | 0.06% | +3,070 | New |
| Group One Trading, L.P. | 2,990 | $221.0K | 0.00% | −734−19.7% | Reduced |
| Delta Capital Management LLC | 2,970 | $219.0K | 0.12% | +2,970 | New |
| Raymond James Financial Services Advisors, Inc. | 2,924 | $216.0K | 0.00% | +2,924 | New |
| First Hawaiian Bank | 2,911 | $215.0K | 0.01% | +2,911 | New |
| Manteio Capital LLC | 2,880 | $212.0K | 0.27% | +2,880 | New |
| Forum Financial Management, LP | 2,864 | $211.0K | 0.01% | +2,864 | New |
| Dakota Wealth Management | 2,832 | $209.0K | 0.02% | +2,832 | New |
| American Trust | 2,780 | $205.0K | 0.02% | +2,780 | New |
| Boston Private Wealth LLC | 2,761 | $204.0K | 0.00% | −12,601−82.0% | Reduced |
| Congress Wealth Management LLC | 2,728 | $201.0K | 0.00% | +2,728 | New |
| Metropolitan Life Insurance Co | 2,693 | $198.7K | 0.00% | +7+0.3% | Added |
| State of Wyoming | 2,625 | $194.0K | 0.09% | −19−0.7% | Reduced |
| Bessemer Group Inc | 2,613 | $193.0K | 0.00% | +2,110+419.5% | Added |
| Fieldpoint Private Securities, LLC | 2,583 | $191.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,090 | $154.0K | 0.09% | +2,090 | New |
| First Horizon Advisors, Inc. | 1,906 | $140.0K | 0.00% | −126−6.2% | Reduced |
| Spire Wealth Management | 1,626 | $120.0K | 0.00% | +1,626 | New |
| 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 |
| American International Group, Inc. | 1,451 | $107.0K | 0.00% | −53−3.5% | Reduced |
| Parallel Advisors, LLC | 1,352 | $100.0K | 0.00% | +1,035+326.5% | Added |
| NEXT Financial Group, Inc | 1,073 | $79.0K | 0.01% | +23+2.2% | Added |
| Neo Ivy Capital Management | 965 | $71.0K | 0.10% | +965 | New |
| Northwestern Mutual Wealth Management Co | 927 | $68.0K | 0.00% | −75−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 528 | $39.0K | 0.00% | +528 | New |
| Quadrant Capital Group LLC | 509 | $38.0K | 0.00% | +78+18.1% | Added |
| Strengthening Families & Communities, LLC | 500 | $37.0K | 0.03% | +500 | New |
| Signaturefd, LLC | 488 | $36.0K | 0.00% | −109−18.3% | Reduced |
| Vectors Research Management, LLC | 460 | $34.0K | 0.01% | +460 | New |
| Smith Group Asset Management, LLC | 394 | $29.0K | 0.00% | +65+19.8% | Added |
| Counterpoint Mutual Funds LLC | 369 | $27.0K | 0.03% | +369 | New |
| Van Eck Associates Corp | 348 | $26.0K | 0.00% | +348 | New |
| Signet Financial Management, LLC | 278 | $21.0K | 0.00% | +278 | New |
| Bedel Financial Consulting, Inc. | 246 | $18.0K | 0.01% | −107−30.3% | Reduced |
| Financial Management Professionals, Inc. | 230 | $17.0K | 0.00% | +230 | New |
| American Portfolios Advisors | 224 | $16.5K | 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 |
| 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 |
| Covestor Ltd | 146 | $11.0K | 0.02% | +146 | New |
| Confluence Wealth Services, Inc. | 150 | $11.0K | 0.00% | +150 | New |
| Steward Partners Investment Advisory, LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 120 | $9.00K | 0.01% | +120 | New |
| Benjamin F. Edwards & Company, Inc. | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 35 | $2.58K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $2.00K | 0.00% | +23 | New |
| Anchor Investment Management, LLC | 20 | $1.48K | 0.00% | +20 | 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 |
| 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 |
| Atlantic Investment Management, Inc. | 0 | $0 | 0.00% | −432,609−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −267,147−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −198,843−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −190,036−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −189,000−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −185,501−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −47,230−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −41,253−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −22,168−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |