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 2022
Institutional positions in Berry Global Group, Inc. as of Dec 31, 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
- 390
- +58 vs. Q3 2022
- Shares held
- 115.3M
- −2.63M (−2.2%) vs. Q3 2022
- Total value
- $6.93B
- +$1.45B (+26.3%) vs. Q3 2022
- New holders
- 90
- 131 more added
- Sold out
- 32
- 131 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $37 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $60 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 14 | $846 | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 15 | $906 | 0.00% | +15 | New |
| Private Trust Co NA | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| Comerica Securities,inc. | 19 | $1.15K | 0.00% | +19 | New |
| RFP Financial Group LLC | 19 | $1.15K | 0.00% | +19 | New |
| Disciplined Investments, LLC | 23 | $1.39K | 0.00% | −5−17.9% | Reduced |
| Schubert & Co | 25 | $1.51K | 0.00% | −42−62.7% | Reduced |
| SJS Investment Consulting Inc. | 26 | $1.57K | 0.00% | +12+85.7% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | −14−35.0% | Reduced |
| Park Place Capital Corp | 29 | $2.00K | 0.00% | +29 | New |
| Global Financial Private Client, LLC | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $2.17K | 0.00% | −103−74.1% | Reduced |
| Washington Trust Co | 36 | $2.17K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $2.17K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 37 | $2.24K | 0.00% | +37 | New |
| TCI Wealth Advisors, Inc. | 38 | $2.30K | 0.00% | −5−11.6% | Reduced |
| Allworth Financial LP | 48 | $2.90K | 0.00% | +5+11.6% | Added |
| Sofos Investments, Inc. | 60 | $3.63K | 0.04% | +60 | New |
| Toth Financial Advisory Corp | 65 | $3.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $3.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $5.14K | 0.00% | +40+88.9% | Added |
| Sittner & Nelson, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 121 | $7.31K | 0.00% | −37−23.4% | Reduced |
| Harbour Investments, Inc. | 130 | $7.86K | 0.00% | +129+12,900.0% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $9.61K | 0.01% | +159 | New |
| JFS Wealth Advisors, LLC | 174 | $10.5K | 0.00% | −8−4.4% | Reduced |
| Peregrine Capital Management LLC | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 214 | $12.9K | 0.01% | +214 | New |
| Heritage Wealth Management, LLC | 228 | $13.8K | 0.00% | +114+100.0% | Added |
| CoreCap Advisors, LLC | 250 | $15.1K | 0.00% | +250 | New |
| Tower Research Capital LLC (TRC) | 263 | $16.0K | 0.00% | −4,251−94.2% | Reduced |
| Heritage Wealth Advisors | 270 | $16.3K | 0.00% | +200+285.7% | Added |
| Trustcore Financial Services, LLC | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 318 | $19.2K | 0.00% | −14−4.2% | Reduced |
| Ellevest, Inc. | 334 | $20.2K | 0.00% | +134+67.0% | Added |
| Parallel Advisors, LLC | 360 | $21.8K | 0.00% | −23−6.0% | Reduced |
| BerganKDV Wealth Management, LLC | 428 | $25.9K | 0.00% | +428 | New |
| CWM, LLC | 482 | $29.0K | 0.00% | −1,101−69.6% | Reduced |
| Strengthening Families & Communities, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 522 | $32.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 705 | $42.6K | 0.00% | +705 | New |
| American National Bank | 728 | $44.0K | 0.01% | +10+1.4% | Added |
| Signaturefd, LLC | 757 | $45.7K | 0.00% | −27−3.4% | Reduced |
| Lansing Street Advisors | 761 | $46.0K | 0.03% | +761 | New |
| IFP Advisors, Inc | 515 | $46.0K | 0.00% | −102−16.5% | Reduced |
| Covestor Ltd | 773 | $47.0K | 0.04% | +344+80.2% | Added |
| Belpointe Asset Management LLC | 827 | $49.9K | 0.00% | +827 | New |
| Global Retirement Partners, LLC | 894 | $54.0K | 0.00% | +71+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,095 | $66.2K | 0.00% | +551+101.3% | Added |
| Advisory Services Network, LLC | 1,174 | $70.9K | 0.00% | +1,174 | New |
| Ronald Blue Trust, Inc. | 1,653 | $76.0K | 0.00% | +725+78.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,300 | $78.6K | 0.00% | +1,300 | New |
| Nomura Asset Management Co Ltd | 1,410 | $85.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,442 | $87.1K | 0.01% | +967+203.6% | Added |
| American International Group, Inc. | 1,592 | $96.2K | 0.00% | −34−2.1% | Reduced |
| Qsemble Capital Management, LP | 3,400 | $205.5K | 0.14% | +3,400 | New |
| FORA Capital, LLC | 3,480 | $210.3K | 0.03% | −1,472−29.7% | Reduced |
| Pathstone Family Office, LLC | 3,937 | $213.3K | 0.00% | +3,937 | New |
| Glenmede Trust Co NA | 3,546 | $214.3K | 0.00% | +3,546 | New |
| Yousif Capital Management, LLC | 3,564 | $215.4K | 0.00% | +3,564 | New |
| Skylands Capital, LLC | 3,700 | $223.6K | 0.04% | −14,600−79.8% | Reduced |
| New York State Teachers Retirement System | 3,746 | $226.0K | 0.00% | +3,746 | New |
| WMS Partners, LLC | 3,800 | $229.6K | 0.02% | +3,800 | New |
| Cetera Investment Advisers | 3,830 | $231.4K | 0.00% | +3,830 | New |
| Chicago Trust Co NA | 3,838 | $232.0K | 0.06% | +3,838 | New |
| Cetera Advisor Networks LLC | 3,898 | $235.6K | 0.00% | +3,898 | New |
| First Hawaiian Bank | 3,920 | $237.0K | 0.01% | +3,920 | New |
| Massmutual Trust Co FSB | 3,990 | $241.0K | 0.01% | −121−2.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,991 | $241.2K | 0.14% | +404+11.3% | Added |
| Brookstone Capital Management | 4,017 | $247.0K | 0.01% | +4,017 | New |
| Greenleaf Trust | 4,149 | $251.0K | 0.00% | −325−7.3% | Reduced |
| Jeppson Wealth Management, LLC | 4,200 | $253.8K | 0.11% | +4,200 | New |
| HighTower Advisors, LLC | 4,268 | $256.0K | 0.00% | +4,268 | New |
| Mackenzie Financial Corp | 4,265 | $257.7K | 0.00% | +4,265 | New |
| US Bancorp | 4,296 | $259.6K | 0.00% | −1,504−25.9% | Reduced |
| American Trust | 4,312 | $260.6K | 0.02% | −356−7.6% | Reduced |
| DuPont Capital Management Corp | 4,374 | $264.3K | 0.01% | −23,290−84.2% | Reduced |
| Toroso Investments, LLC | 4,400 | $266.0K | 0.01% | +4,400 | New |
| Manufacturers Life Insurance Company, The | 4,406 | $266.3K | 0.00% | +4,406 | New |
| Gyon Technologies Capital Management, LP | 4,514 | $272.8K | 0.10% | +4,514 | New |
| Prelude Capital Management, LLC | 4,571 | $276.2K | 0.02% | +4,571 | New |
| Kaizen Financial Strategies | 4,500 | $277.0K | 0.27% | +4,500 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,611 | $278.6K | 0.00% | +2,620+131.6% | Added |
| Ameriprise Financial Inc | 4,767 | $288.0K | 0.00% | −7,855−62.2% | Reduced |
| Navellier & Associates Inc | 4,806 | $290.4K | 0.06% | +48+1.0% | Added |
| SG Americas Securities, LLC | 4,809 | $291.0K | 0.00% | +4,809 | New |
| Creative Planning | 4,895 | $295.8K | 0.00% | +556+12.8% | Added |
| Tributary Capital Management, LLC | 4,890 | $296.0K | 0.03% | −100−2.0% | Reduced |
| Diversified Trust Co | 4,926 | $298.0K | 0.01% | +4,926 | New |
| Corsair Capital Management, L.P. | 4,984 | $301.2K | 0.11% | +4,984 | New |
| MetLife Investment Management | 4,993 | $301.7K | 0.00% | −90−1.8% | Reduced |
| State of Wyoming | 5,061 | $305.8K | 0.10% | +1,698+50.5% | Added |
| JustInvest LLC | 5,197 | $314.1K | 0.01% | −8,015−60.7% | Reduced |