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, Q2 2023
Institutional positions in Berry Global Group, Inc. as of Jun 30, 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
- 390
- −6 vs. Q1 2023
- Shares held
- 117.2M
- +4.99M (+4.5%) vs. Q1 2023
- Total value
- $7.54B
- +$926.1M (+14.0%) vs. Q1 2023
- New holders
- 56
- 125 more added
- Sold out
- 62
- 148 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | −2,074−99.9% | Reduced |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $515 | 0.00% | −27−77.1% | Reduced |
| Parkside Financial Bank & Trust | 14 | $901 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $965 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.29K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 29 | $1.87K | 0.00% | +3+11.5% | Added |
| Washington Trust Co | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $2.06K | 0.00% | −1−3.0% | Reduced |
| Global Financial Private Client, LLC | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $2.44K | 0.00% | −3−7.3% | Reduced |
| Geneos Wealth Management Inc. | 45 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $3.09K | 0.00% | +17+54.8% | Added |
| Allworth Financial LP | 52 | $3.35K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $3.99K | 0.00% | −4−6.1% | Reduced |
| Sofos Investments, Inc. | 64 | $4.04K | 0.02% | +64 | New |
| Heritage Wealth Advisors | 70 | $4.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $5.47K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 125 | $6.03K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 101 | $6.50K | 0.00% | +101 | New |
| Sunbelt Securities, Inc. | 108 | $6.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $7.27K | 0.00% | −424−79.0% | Reduced |
| Glassman Wealth Services | 121 | $7.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 130 | $8.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $10.2K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 193 | $12.4K | 0.00% | −9−4.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 259 | $17.0K | 0.01% | −178−40.7% | Reduced |
| First Horizon Advisors, Inc. | 322 | $20.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 379 | $24.4K | 0.00% | −14−3.6% | Reduced |
| CWM, LLC | 412 | $27.0K | 0.00% | −6−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $31.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $32.0K | 0.00% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $32.2K | 0.00% | +500 | New |
| Strengthening Families & Communities, LLC | 543 | $35.0K | 0.02% | +43+8.6% | Added |
| Van Eck Associates Corp | 696 | $45.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 728 | $46.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 747 | $48.1K | 0.00% | +15+2.0% | Added |
| Quadrant Capital Group LLC | 893 | $57.5K | 0.01% | +275+44.5% | Added |
| Northwestern Mutual Wealth Management Co | 980 | $63.1K | 0.00% | +81+9.0% | Added |
| DecisionPoint Financial, LLC | 1,055 | $67.9K | 0.04% | +1,055 | New |
| Citadel Advisors LLC | 1,254 | $80.7K | 0.00% | −263,674−99.5% | Reduced |
| Global Retirement Partners, LLC | 1,280 | $82.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,468 | $94.0K | 0.00% | +1,468 | New |
| Nomura Asset Management Co Ltd | 1,640 | $105.5K | 0.00% | +230+16.3% | Added |
| State of Wyoming | 1,837 | $118.2K | 0.03% | +695+60.9% | Added |
| Acadian Asset Management LLC | 2,126 | $136.0K | 0.00% | +604+39.7% | Added |
| Spire Wealth Management | 2,700 | $173.7K | 0.01% | +2,700 | New |
| Bank of Nova Scotia | 3,156 | $203.1K | 0.00% | +3,156 | New |
| US Bancorp | 3,171 | $204.0K | 0.00% | −165−4.9% | Reduced |
| Glenmede Trust Co NA | 3,467 | $204.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,244 | $208.7K | 0.08% | −114−3.4% | Reduced |
| CSS LLC | 3,312 | $213.1K | 0.02% | +3,312 | New |
| Columbia Trust Co 01012016 | 3,375 | $217.1K | 0.12% | +3,375 | New |
| CIBC Asset Management Inc | 3,376 | $217.2K | 0.00% | +3,376 | New |
| American Trust | 3,377 | $217.3K | 0.02% | −246−6.8% | Reduced |
| Verition Fund Management LLC | 3,421 | $220.1K | 0.00% | −1,026−23.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,444 | $221.6K | 0.00% | +3,444 | New |
| GYL Financial Synergies, LLC | 3,561 | $229.1K | 0.02% | +3,561 | New |
| First Hawaiian Bank | 3,601 | $231.7K | 0.01% | −319−8.1% | Reduced |
| Profund Advisors LLC | 3,655 | $235.2K | 0.01% | +3,655 | New |
| Regal Investment Advisors LLC | 3,723 | $239.5K | 0.02% | +3,723 | New |
| WMS Partners, LLC | 3,800 | $244.5K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,813 | $245.0K | 0.01% | −4,936−56.4% | Reduced |
| Massmutual Trust Co FSB | 3,836 | $246.8K | 0.01% | −83−2.1% | Reduced |
| Cetera Advisor Networks LLC | 3,913 | $251.8K | 0.00% | −38−1.0% | Reduced |
| HighTower Advisors, LLC | 3,975 | $255.0K | 0.00% | −407−9.3% | Reduced |
| Alterna Wealth Management, Inc | 3,993 | $256.9K | 0.30% | +475+13.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,000 | $257.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,002 | $257.5K | 0.00% | −191,271−98.0% | Reduced |
| Brookstone Capital Management | 4,017 | $259.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,046 | $260.3K | 0.14% | −2,530−38.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,114 | $264.7K | 0.01% | +4,114 | New |
| Greenleaf Trust | 4,163 | $267.8K | 0.00% | +20+0.5% | Added |
| Jeppson Wealth Management, LLC | 4,190 | $269.6K | 0.12% | −10−0.2% | Reduced |
| Pathstone Family Office, LLC | 4,211 | $271.0K | 0.00% | +481+12.9% | Added |
| Boston Private Wealth LLC | 4,361 | $280.6K | 0.01% | −886−16.9% | Reduced |
| Bailard, Inc. | 4,367 | $281.0K | 0.01% | −5,700−56.6% | Reduced |
| Vident Investment Advisory, LLC | 4,385 | $282.1K | 0.01% | +128+3.0% | Added |
| Kaizen Financial Strategies | 4,425 | $293.3K | 0.25% | 00.0% | Unchanged |
| Stephens Inc | 4,584 | $294.9K | 0.01% | +40+0.9% | Added |
| Chicago Trust Co NA | 4,630 | $297.9K | 0.07% | −345−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,664 | $300.1K | 0.01% | +4,664 | New |
| Tributary Capital Management, LLC | 4,690 | $301.8K | 0.03% | −100−2.1% | Reduced |
| Skylands Capital, LLC | 4,950 | $318.5K | 0.05% | −2,050−29.3% | Reduced |
| DuPont Capital Management Corp | 5,152 | $331.5K | 0.02% | +1,477+40.2% | Added |
| Engineers Gate Manager LP | 5,259 | $338.4K | 0.01% | −26,874−83.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,274 | $339.3K | 0.00% | +3,032+135.2% | Added |