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 2022
Institutional positions in Berry Global Group, Inc. as of Sep 30, 2022. 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
- 338
- −6 vs. Q2 2022
- Shares held
- 118.1M
- −4.17M (−3.4%) vs. Q2 2022
- Total value
- $5.50B
- −$1.19B (−17.8%) vs. Q2 2022
- New holders
- 44
- 132 more added
- Sold out
- 50
- 118 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −317−99.7% | Reduced |
| Harbour Investments, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.00K | 0.00% | +1+3.7% | Added |
| Bourgeon Capital Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $2.00K | 0.00% | −238−84.7% | Reduced |
| CVA Family Office, LLC | 45 | $2.00K | 0.00% | −20−30.8% | Reduced |
| Washington Trust Co | 36 | $2.00K | 0.00% | +1+2.9% | Added |
| TCI Wealth Advisors, Inc. | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +8+25.0% | Added |
| Pinnacle Bancorp, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 39 | $2.00K | 0.00% | +39 | New |
| Toth Financial Advisory Corp | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 67 | $3.00K | 0.00% | +1+1.5% | Added |
| Heritage Wealth Advisors | 70 | $3.26K | 0.00% | 00.0% | Unchanged |
| Amundi | 76 | $4.00K | 0.00% | +76 | New |
| Heritage Wealth Management, LLC | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 139 | $6.00K | 0.00% | +113+434.6% | Added |
| Cutler Group LP | 140 | $6.00K | 0.00% | +140 | New |
| Glassman Wealth Services | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 182 | $8.00K | 0.00% | −36−16.5% | Reduced |
| American Portfolios Advisors | 187 | $8.70K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 200 | $9.00K | 0.00% | +160+400.0% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $9.31K | 0.01% | +200 | New |
| EverSource Wealth Advisors, LLC | 231 | $11.0K | 0.00% | +231 | New |
| Trustcore Financial Services, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 332 | $15.0K | 0.00% | −23−6.5% | Reduced |
| Parallel Advisors, LLC | 383 | $18.0K | 0.00% | −52−12.0% | Reduced |
| Covestor Ltd | 429 | $20.0K | 0.02% | +159+58.9% | Added |
| Quadrant Capital Group LLC | 475 | $22.0K | 0.00% | −48−9.2% | Reduced |
| Strengthening Families & Communities, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 522 | $24.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 544 | $25.0K | 0.00% | +149+37.7% | Added |
| Wipfli Financial Advisors LLC, | 636 | $30.0K | 0.00% | +636 | New |
| American National Bank | 718 | $33.0K | 0.01% | +718 | New |
| Signaturefd, LLC | 784 | $36.0K | 0.00% | −197−20.1% | Reduced |
| Global Retirement Partners, LLC | 823 | $39.0K | 0.00% | −96−10.4% | Reduced |
| IFP Advisors, Inc | 617 | $51.0K | 0.00% | +19+3.2% | Added |
| Ronald Blue Trust, Inc. | 928 | $51.0K | 0.00% | +233+33.5% | Added |
| Meeder Asset Management Inc | 1,213 | $56.0K | 0.00% | +702+137.4% | Added |
| Nomura Asset Management Co Ltd | 1,410 | $65.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,583 | $74.0K | 0.00% | −583−26.9% | Reduced |
| American International Group, Inc. | 1,626 | $76.0K | 0.00% | −64−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,991 | $93.0K | 0.00% | −3,147−61.2% | Reduced |
| State of Wyoming | 3,363 | $156.0K | 0.08% | +2,675+388.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,587 | $167.0K | 0.11% | +1,328+58.8% | Added |
| PEAK6 Investments LLC | 3,962 | $184.0K | 0.01% | −16,411−80.6% | Reduced |
| Massmutual Trust Co FSB | 4,111 | $191.0K | 0.01% | −930−18.4% | Reduced |
| Dark Forest Capital Management LP | 4,327 | $201.0K | 0.04% | +4,327 | New |
| Creative Planning | 4,339 | $202.0K | 0.00% | +47+1.1% | Added |
| Greenleaf Trust | 4,474 | $208.0K | 0.00% | +20+0.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,500 | $209.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,514 | $210.0K | 0.00% | −3,958−46.7% | Reduced |
| American Trust | 4,668 | $217.0K | 0.02% | +88+1.9% | Added |
| Navellier & Associates Inc | 4,758 | $221.0K | 0.05% | −80−1.7% | Reduced |
| FORA Capital, LLC | 4,952 | $230.0K | 0.04% | +4,952 | New |
| Tributary Capital Management, LLC | 4,990 | $232.0K | 0.02% | −150−2.9% | Reduced |
| CIBC Asset Management Inc | 4,999 | $233.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,083 | $236.5K | 0.00% | −242−4.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,098 | $237.0K | 0.03% | −918−15.3% | Reduced |
| Holocene Advisors, LP | 5,110 | $238.0K | 0.00% | −118,274−95.9% | Reduced |
| Telemus Capital, LLC | 5,228 | $243.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,539 | $258.0K | 0.02% | +5,539 | New |
| US Bancorp | 5,800 | $269.0K | 0.00% | −588−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,891 | $274.0K | 0.01% | +5,891 | New |
| Davy Global Fund Management Ltd | 6,000 | $279.0K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,150 | $286.0K | 0.00% | −203−3.2% | Reduced |
| Squarepoint Ops LLC | 6,141 | $286.0K | 0.00% | +6,141 | New |
| World Equity Group, Inc. | 6,153 | $286.3K | 0.07% | +6,153 | New |
| Cambridge Investment Research Advisors, Inc. | 6,162 | $287.0K | 0.00% | −191−3.0% | Reduced |
| MML Investors Services, LLC | 6,278 | $292.0K | 0.00% | −613−8.9% | Reduced |
| Connable Office Inc | 6,411 | $298.0K | 0.05% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 6,743 | $314.0K | 0.28% | +783+13.1% | Added |
| Duality Advisers, LP | 6,755 | $314.0K | 0.03% | +6,755 | New |
| Centiva Capital, LP | 6,800 | $317.0K | 0.02% | +1,800+36.0% | Added |
| First National Advisers, LLC | 6,845 | $318.0K | 0.47% | +1,943+39.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,087 | $330.0K | 0.00% | −61,513−89.7% | Reduced |
| Fortem Financial Group, LLC | 7,188 | $334.0K | 0.23% | +7,188 | New |
| Ameritas Investment Partners, Inc. | 7,300 | $339.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 7,932 | $369.0K | 0.03% | +2,172+37.7% | Added |
| Yorktown Management & Research Co Inc | 7,950 | $370.0K | 0.48% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,114 | $378.0K | 0.01% | −76−0.9% | Reduced |
| Sawtooth Solutions, LLC | 8,307 | $387.0K | 0.06% | +1,053+14.5% | Added |
| Xponance, Inc. | 8,342 | $388.0K | 0.01% | −383−4.4% | Reduced |
| Engineers Gate Manager LP | 8,576 | $399.0K | 0.02% | +8,576 | New |
| Echo Street Capital Management LLC | 8,612 | $401.0K | 0.00% | +8,612 | New |
| Capula Management Ltd | 8,700 | $405.0K | 0.05% | +8,700 | New |
| Pictet Asset Management SA | 9,003 | $419.0K | 0.00% | +700+8.4% | Added |
| Quantamental Technologies LLC | 9,097 | $423.0K | 0.16% | +9,097 | New |
| Guggenheim Capital LLC | 9,274 | $431.0K | 0.00% | −3,854−29.4% | Reduced |