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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 4,367 | $281.0K | 0.01% | −5,700−56.6% | Reduced |
| Boston Private Wealth LLC | 4,361 | $280.6K | 0.01% | −886−16.9% | Reduced |
| Pathstone Family Office, LLC | 4,211 | $271.0K | 0.00% | +481+12.9% | Added |
| Jeppson Wealth Management, LLC | 4,190 | $269.6K | 0.12% | −10−0.2% | Reduced |
| Greenleaf Trust | 4,163 | $267.8K | 0.00% | +20+0.5% | Added |
| Exchange Traded Concepts, LLC | 4,114 | $264.7K | 0.01% | +4,114 | New |
| Oak Thistle LLC | 4,046 | $260.3K | 0.14% | −2,530−38.5% | Reduced |
| Brookstone Capital Management | 4,017 | $259.4K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,002 | $257.5K | 0.00% | −191,271−98.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,000 | $257.4K | 0.00% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 3,993 | $256.9K | 0.30% | +475+13.5% | Added |
| HighTower Advisors, LLC | 3,975 | $255.0K | 0.00% | −407−9.3% | Reduced |
| Cetera Advisor Networks LLC | 3,913 | $251.8K | 0.00% | −38−1.0% | Reduced |
| Massmutual Trust Co FSB | 3,836 | $246.8K | 0.01% | −83−2.1% | Reduced |
| Toroso Investments, LLC | 3,813 | $245.0K | 0.01% | −4,936−56.4% | Reduced |
| WMS Partners, LLC | 3,800 | $244.5K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,723 | $239.5K | 0.02% | +3,723 | New |
| Profund Advisors LLC | 3,655 | $235.2K | 0.01% | +3,655 | New |
| First Hawaiian Bank | 3,601 | $231.7K | 0.01% | −319−8.1% | Reduced |
| GYL Financial Synergies, LLC | 3,561 | $229.1K | 0.02% | +3,561 | New |
| Sequoia Financial Advisors, LLC | 3,444 | $221.6K | 0.00% | +3,444 | New |
| Verition Fund Management LLC | 3,421 | $220.1K | 0.00% | −1,026−23.1% | Reduced |
| American Trust | 3,377 | $217.3K | 0.02% | −246−6.8% | Reduced |
| CIBC Asset Management Inc | 3,376 | $217.2K | 0.00% | +3,376 | New |
| Columbia Trust Co 01012016 | 3,375 | $217.1K | 0.12% | +3,375 | New |
| CSS LLC | 3,312 | $213.1K | 0.02% | +3,312 | New |
| Oliver Lagore Vanvalin Investment Group | 3,244 | $208.7K | 0.08% | −114−3.4% | Reduced |
| Glenmede Trust Co NA | 3,467 | $204.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,171 | $204.0K | 0.00% | −165−4.9% | Reduced |
| Bank of Nova Scotia | 3,156 | $203.1K | 0.00% | +3,156 | New |
| Spire Wealth Management | 2,700 | $173.7K | 0.01% | +2,700 | New |
| Acadian Asset Management LLC | 2,126 | $136.0K | 0.00% | +604+39.7% | Added |
| State of Wyoming | 1,837 | $118.2K | 0.03% | +695+60.9% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $105.5K | 0.00% | +230+16.3% | Added |
| Lazard Asset Management LLC | 1,468 | $94.0K | 0.00% | +1,468 | New |
| Global Retirement Partners, LLC | 1,280 | $82.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,254 | $80.7K | 0.00% | −263,674−99.5% | Reduced |
| DecisionPoint Financial, LLC | 1,055 | $67.9K | 0.04% | +1,055 | New |
| Northwestern Mutual Wealth Management Co | 980 | $63.1K | 0.00% | +81+9.0% | Added |
| Quadrant Capital Group LLC | 893 | $57.5K | 0.01% | +275+44.5% | Added |
| Signaturefd, LLC | 747 | $48.1K | 0.00% | +15+2.0% | Added |
| American National Bank | 728 | $46.8K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 696 | $45.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 543 | $35.0K | 0.02% | +43+8.6% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $32.2K | 0.00% | +500 | New |
| Bartlett & Co. LLC | 500 | $32.0K | 0.00% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $31.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 412 | $27.0K | 0.00% | −6−1.4% | Reduced |
| Parallel Advisors, LLC | 379 | $24.4K | 0.00% | −14−3.6% | Reduced |
| First Horizon Advisors, Inc. | 322 | $20.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 259 | $17.0K | 0.01% | −178−40.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 193 | $12.4K | 0.00% | −9−4.5% | Reduced |
| Peregrine Capital Management LLC | 190 | $12.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $10.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 130 | $8.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 121 | $7.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $7.27K | 0.00% | −424−79.0% | Reduced |
| Sunbelt Securities, Inc. | 108 | $6.95K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 101 | $6.50K | 0.00% | +101 | New |
| Toth Financial Advisory Corp | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 125 | $6.03K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $5.47K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 64 | $4.04K | 0.02% | +64 | New |
| Versant Capital Management, Inc | 62 | $3.99K | 0.00% | −4−6.1% | Reduced |
| Allworth Financial LP | 52 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $3.09K | 0.00% | +17+54.8% | Added |
| Bell Investment Advisors, Inc | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $2.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $2.44K | 0.00% | −3−7.3% | Reduced |
| Global Financial Private Client, LLC | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $2.06K | 0.00% | −1−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.87K | 0.00% | +3+11.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.29K | 0.00% | +20 | New |
| RFP Financial Group LLC | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $965 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $901 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $515 | 0.00% | −27−77.1% | Reduced |
| Proequities, Inc. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $64 | 0.00% | 00.0% | Unchanged |
| 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 |
| Two Creeks Capital Management, LP | 0 | $0 | 0.00% | −697,656−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −622,821−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −266,710−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −233,835−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −214,837−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −183,797−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −131,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −104,403−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −77,509−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,799−100.0% | Sold out |