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 2023
Institutional positions in Berry Global Group, Inc. as of Sep 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
- 398
- +10 vs. Q2 2023
- Shares held
- 111.7M
- −5.48M (−4.7%) vs. Q2 2023
- Total value
- $6.92B
- −$622.0M (−8.3%) vs. Q2 2023
- New holders
- 50
- 129 more added
- Sold out
- 40
- 161 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Huntington National Bank | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $433 | 0.00% | +7 | New |
| American National Bank | 10 | $619 | 0.00% | −718−98.6% | Reduced |
| Private Trust Co NA | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.11K | 0.00% | +10+125.0% | Added |
| RFP Financial Group LLC | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $1.24K | 0.00% | +6+42.9% | Added |
| Washington Trust Co | 24 | $1.49K | 0.00% | −6−20.0% | Reduced |
| Assetmark, Inc | 27 | $1.67K | 0.00% | +27 | New |
| Venturi Wealth Management, LLC | 30 | $1.86K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 31 | $1.92K | 0.00% | +2+6.9% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34 | $2.10K | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $2.41K | 0.00% | +1+2.6% | Added |
| LGT Financial Advisors LLC | 39 | $2.41K | 0.00% | +39 | New |
| Geneos Wealth Management Inc. | 45 | $2.79K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 46 | $2.85K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 47 | $2.91K | 0.00% | −15−24.2% | Reduced |
| Farther Finance Advisors, LLC | 48 | $2.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $2.97K | 0.00% | +28+140.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.53K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 59 | $3.65K | 0.00% | +12+25.5% | Added |
| Allworth Financial LP | 66 | $4.09K | 0.00% | +14+26.9% | Added |
| Heritage Wealth Advisors | 70 | $4.33K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 105 | $6.50K | 0.00% | +105 | New |
| Sunbelt Securities, Inc. | 108 | $6.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 113 | $7.00K | 0.00% | −17−13.1% | Reduced |
| Steward Financial Group LLC | 125 | $7.00K | 0.00% | +125 | New |
| Bogart Wealth, LLC | 114 | $7.06K | 0.00% | +114 | New |
| Glassman Wealth Services | 121 | $7.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 125 | $7.74K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 142 | $8.79K | 0.01% | +29+25.7% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $9.84K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 184 | $11.4K | 0.00% | +184 | New |
| Peregrine Capital Management LLC | 190 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $12.0K | 0.00% | +1+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 200 | $12.4K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 214 | $14.0K | 0.00% | +211+7,033.3% | Added |
| Baker Avenue Asset Management, LP | 261 | $16.2K | 0.00% | +246+1,640.0% | Added |
| Covestor Ltd | 298 | $19.0K | 0.01% | +39+15.1% | Added |
| Parallel Advisors, LLC | 325 | $20.1K | 0.00% | −54−14.2% | Reduced |
| L2 Asset Management, LLC | 30,876 | $21.7K | 0.01% | +30,876 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $30.1K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 491 | $30.4K | 0.02% | −564−53.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 500 | $31.0K | 0.01% | −43−7.9% | Reduced |
| Bartlett & Co. LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $33.0K | 0.00% | +113+27.4% | Added |
| First Horizon Advisors, Inc. | 546 | $33.8K | 0.00% | +224+69.6% | Added |
| Van Eck Associates Corp | 696 | $43.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 709 | $43.9K | 0.00% | −38−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 777 | $48.1K | 0.00% | −3,337−81.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,029 | $63.7K | 0.00% | +49+5.0% | Added |
| Quadrant Capital Group LLC | 1,178 | $72.9K | 0.01% | +285+31.9% | Added |
| Global Retirement Partners, LLC | 1,449 | $86.4K | 0.00% | +169+13.2% | Added |
| Penserra Capital Management LLC | 1,616 | $100.0K | 0.00% | +1,616 | New |
| SG Americas Securities, LLC | 1,625 | $101.0K | 0.00% | +1,625 | New |
| Nomura Asset Management Co Ltd | 1,640 | $101.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,721 | $106.0K | 0.00% | +253+17.2% | Added |
| State of Wyoming | 1,827 | $113.1K | 0.02% | −10−0.5% | Reduced |
| KBC Group NV | 1,954 | $121.0K | 0.00% | +1,954 | New |
| Spire Wealth Management | 2,700 | $167.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,830 | $175.2K | 0.07% | −414−12.8% | Reduced |
| US Bancorp | 3,277 | $202.9K | 0.00% | +106+3.3% | Added |
| CSS LLC | 3,312 | $205.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,376 | $209.0K | 0.00% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 3,381 | $209.3K | 0.12% | +6+0.2% | Added |
| Sequoia Financial Advisors, LLC | 3,455 | $213.9K | 0.00% | +11+0.3% | Added |
| GYL Financial Synergies, LLC | 3,534 | $218.8K | 0.02% | −27−0.8% | Reduced |
| First Hawaiian Bank | 3,541 | $219.2K | 0.01% | −60−1.7% | Reduced |
| Brookstone Capital Management | 4,017 | $224.5K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,637 | $225.2K | 0.02% | −86−2.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,649 | $225.9K | 0.00% | +3,649 | New |
| Oppenheimer & Co Inc | 3,765 | $233.1K | 0.00% | +3,765 | New |
| Massmutual Trust Co FSB | 3,807 | $235.7K | 0.01% | −29−0.8% | Reduced |
| Toth Financial Advisory Corp | 3,844 | $238.0K | 0.04% | +3,744+3,744.0% | Added |
| WMS Partners, LLC | 3,900 | $241.4K | 0.02% | +100+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,000 | $247.6K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,140 | $256.3K | 0.16% | +4,140 | New |
| Greenleaf Trust | 4,163 | $257.7K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,190 | $259.4K | 0.12% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 4,350 | $269.3K | 0.23% | −75−1.7% | Reduced |
| Boston Private Wealth LLC | 4,371 | $270.6K | 0.01% | +10+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,570 | $283.0K | 0.00% | −899−16.4% | Reduced |
| Tributary Capital Management, LLC | 4,590 | $284.2K | 0.03% | −100−2.1% | Reduced |
| Stephens Inc | 4,597 | $284.6K | 0.01% | +13+0.3% | Added |
| Atlas Capital Advisors LLC | 4,638 | $287.1K | 0.05% | −2,052−30.7% | Reduced |
| Vident Advisory, LLC | 4,680 | $289.7K | 0.01% | +4,680 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,803 | $297.4K | 0.00% | −471−8.9% | Reduced |
| Skylands Capital, LLC | 4,950 | $306.5K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,090 | $315.1K | 0.01% | +5,090 | New |
| Quent Capital, LLC | 5,551 | $343.7K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,612 | $347.4K | 0.01% | +5,612 | New |