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, Q1 2023
Institutional positions in Berry Global Group, Inc. as of Mar 31, 2023. 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
- 398
- +14 vs. Q4 2022
- Shares held
- 112.2M
- −2.96M (−2.6%) vs. Q4 2022
- Total value
- $6.61B
- −$314.6M (−4.5%) vs. Q4 2022
- New holders
- 54
- 135 more added
- Sold out
- 40
- 151 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Silicon Valley Capital Partners | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $176 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $236 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 14 | $825 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $884 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19 | $1.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $1.77K | 0.00% | −6−16.7% | Reduced |
| Farther Finance Advisors, LLC | 31 | $1.83K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 33 | $1.94K | 0.00% | +10+43.5% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $2.06K | 0.00% | −1−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 38 | $2.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.42K | 0.00% | +5+13.9% | Added |
| Geneos Wealth Management Inc. | 45 | $2.65K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 47 | $2.77K | 0.00% | +10+27.0% | Added |
| Allworth Financial LP | 52 | $3.06K | 0.00% | +4+8.3% | Added |
| Schubert & Co | 62 | $3.65K | 0.00% | +37+148.0% | Added |
| Versant Capital Management, Inc | 66 | $3.88K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.12K | 0.00% | −200−74.1% | Reduced |
| Tradition Wealth Management, LLC | 91 | $5.00K | 0.00% | +91 | New |
| CVA Family Office, LLC | 85 | $5.01K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $5.88K | 0.00% | +100 | New |
| Sittner & Nelson, LLC | 100 | $5.89K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $5.89K | 0.00% | +35+53.8% | Added |
| IFP Advisors, Inc | 125 | $6.03K | 0.00% | −390−75.7% | Reduced |
| Sunbelt Securities, Inc. | 108 | $6.25K | 0.00% | +108 | New |
| Steward Financial Group LLC | 120 | $7.00K | 0.00% | +88+275.0% | Added |
| Glassman Wealth Services | 121 | $7.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 130 | $7.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $9.37K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $11.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 202 | $11.9K | 0.00% | +28+16.1% | Added |
| Tower Research Capital LLC (TRC) | 224 | $13.0K | 0.00% | −39−14.8% | Reduced |
| Ameritas Advisory Services, LLC | 257 | $15.2K | 0.00% | +257 | New |
| First Horizon Advisors, Inc. | 322 | $19.0K | 0.00% | +4+1.3% | Added |
| Ellevest, Inc. | 367 | $21.6K | 0.00% | +33+9.9% | Added |
| Parallel Advisors, LLC | 393 | $23.2K | 0.00% | +33+9.2% | Added |
| Machina Capital S.A.S. | 400 | $23.6K | 0.02% | +400 | New |
| Venturi Wealth Management, LLC | 419 | $24.7K | 0.00% | +419 | New |
| CWM, LLC | 418 | $25.0K | 0.00% | −64−13.3% | Reduced |
| Covestor Ltd | 437 | $26.0K | 0.02% | −336−43.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $28.6K | 0.00% | +486 | New |
| Strengthening Families & Communities, LLC | 500 | $29.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 512 | $30.1K | 0.00% | −315−38.1% | Reduced |
| Quarry LP | 537 | $31.6K | 0.02% | +323+150.9% | Added |
| Advisory Services Network, LLC | 612 | $36.0K | 0.00% | −562−47.9% | Reduced |
| Quadrant Capital Group LLC | 618 | $36.4K | 0.00% | −824−57.1% | Reduced |
| Van Eck Associates Corp | 696 | $41.0K | 0.00% | +174+33.3% | Added |
| American National Bank | 728 | $42.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 732 | $43.1K | 0.00% | −25−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 899 | $53.0K | 0.00% | −196−17.9% | Reduced |
| State of Wyoming | 1,142 | $67.3K | 0.02% | −3,919−77.4% | Reduced |
| Global Retirement Partners, LLC | 1,280 | $69.2K | 0.00% | +386+43.2% | Added |
| Nomura Asset Management Co Ltd | 1,410 | $83.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,505 | $88.6K | 0.00% | −87−5.5% | Reduced |
| Acadian Asset Management LLC | 1,522 | $89.0K | 0.00% | −7,529−83.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,077 | $126.0K | 0.00% | +424+25.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,242 | $132.1K | 0.00% | +2,242 | New |
| Simplex Trading, LLC | 2,291 | $134.0K | 0.01% | −34,124−93.7% | Reduced |
| US Bancorp | 3,336 | $196.5K | 0.00% | −960−22.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,358 | $197.8K | 0.09% | −633−15.9% | Reduced |
| Glenmede Trust Co NA | 3,467 | $204.2K | 0.00% | −79−2.2% | Reduced |
| Alterna Wealth Management, Inc | 3,518 | $207.2K | 0.26% | +3,518 | New |
| Green Square Capital Advisors LLC | 3,531 | $208.0K | 0.03% | +3,531 | New |
| JustInvest LLC | 3,592 | $211.6K | 0.01% | −1,605−30.9% | Reduced |
| Virtu Financial LLC | 3,602 | $212.0K | 0.02% | +3,602 | New |
| American Trust | 3,623 | $213.4K | 0.01% | −689−16.0% | Reduced |
| DuPont Capital Management Corp | 3,675 | $216.5K | 0.01% | −699−16.0% | Reduced |
| Pathstone Family Office, LLC | 3,730 | $219.7K | 0.00% | −207−5.3% | Reduced |
| WMS Partners, LLC | 3,800 | $223.8K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,919 | $230.8K | 0.01% | −71−1.8% | Reduced |
| First Hawaiian Bank | 3,920 | $230.9K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,951 | $232.7K | 0.00% | +53+1.4% | Added |
| Dark Forest Capital Management LP | 3,956 | $233.0K | 0.06% | +3,956 | New |
| Brookstone Capital Management | 4,017 | $235.4K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,000 | $235.6K | 0.00% | +4,000 | New |
| Kapitalo Investimentos Ltda | 4,052 | $238.7K | 0.08% | +4,052 | New |
| Greenleaf Trust | 4,143 | $244.0K | 0.00% | −6−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 4,200 | $247.4K | 0.11% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,208 | $248.0K | 0.02% | +4,208 | New |
| Vident Investment Advisory, LLC | 4,257 | $250.7K | 0.01% | +4,257 | New |
| Mackenzie Financial Corp | 4,265 | $251.2K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,300 | $253.3K | 0.38% | +4,300 | New |
| HighTower Advisors, LLC | 4,382 | $258.0K | 0.00% | +114+2.7% | Added |
| PEAK6 Investments LLC | 4,384 | $258.2K | 0.02% | +4,384 | New |
| Kaizen Financial Strategies | 4,425 | $260.6K | 0.26% | −75−1.7% | Reduced |
| Verition Fund Management LLC | 4,447 | $261.9K | 0.00% | −71,579−94.2% | Reduced |
| Stephens Inc | 4,544 | $267.6K | 0.01% | +4,544 | New |
| Manufacturers Life Insurance Company, The | 4,575 | $269.5K | 0.00% | +169+3.8% | Added |
| Tributary Capital Management, LLC | 4,790 | $282.1K | 0.03% | −100−2.0% | Reduced |
| MetLife Investment Management | 4,857 | $286.1K | 0.00% | −136−2.7% | Reduced |
| Prelude Capital Management, LLC | 4,902 | $288.7K | 0.02% | +331+7.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,947 | $291.4K | 0.00% | +336+7.3% | Added |