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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 4,950 | $306.5K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,803 | $297.4K | 0.00% | −471−8.9% | Reduced |
| Vident Advisory, LLC | 4,680 | $289.7K | 0.01% | +4,680 | New |
| Atlas Capital Advisors LLC | 4,638 | $287.1K | 0.05% | −2,052−30.7% | Reduced |
| Stephens Inc | 4,597 | $284.6K | 0.01% | +13+0.3% | Added |
| Tributary Capital Management, LLC | 4,590 | $284.2K | 0.03% | −100−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,570 | $283.0K | 0.00% | −899−16.4% | Reduced |
| Boston Private Wealth LLC | 4,371 | $270.6K | 0.01% | +10+0.2% | Added |
| Kaizen Financial Strategies | 4,350 | $269.3K | 0.23% | −75−1.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,190 | $259.4K | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 4,163 | $257.7K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,140 | $256.3K | 0.16% | +4,140 | New |
| B. Metzler seel. Sohn & Co. AG | 4,000 | $247.6K | 0.00% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,900 | $241.4K | 0.02% | +100+2.6% | Added |
| Toth Financial Advisory Corp | 3,844 | $238.0K | 0.04% | +3,744+3,744.0% | Added |
| Massmutual Trust Co FSB | 3,807 | $235.7K | 0.01% | −29−0.8% | Reduced |
| Oppenheimer & Co Inc | 3,765 | $233.1K | 0.00% | +3,765 | New |
| Envestnet Portfolio Solutions, Inc. | 3,649 | $225.9K | 0.00% | +3,649 | New |
| Regal Investment Advisors LLC | 3,637 | $225.2K | 0.02% | −86−2.3% | Reduced |
| Brookstone Capital Management | 4,017 | $224.5K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,541 | $219.2K | 0.01% | −60−1.7% | Reduced |
| GYL Financial Synergies, LLC | 3,534 | $218.8K | 0.02% | −27−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,455 | $213.9K | 0.00% | +11+0.3% | Added |
| Columbia Trust Co 01012016 | 3,381 | $209.3K | 0.12% | +6+0.2% | Added |
| CIBC Asset Management Inc | 3,376 | $209.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 3,312 | $205.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,277 | $202.9K | 0.00% | +106+3.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,830 | $175.2K | 0.07% | −414−12.8% | Reduced |
| Spire Wealth Management | 2,700 | $167.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,954 | $121.0K | 0.00% | +1,954 | New |
| State of Wyoming | 1,827 | $113.1K | 0.02% | −10−0.5% | Reduced |
| Lazard Asset Management LLC | 1,721 | $106.0K | 0.00% | +253+17.2% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $101.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,625 | $101.0K | 0.00% | +1,625 | New |
| Penserra Capital Management LLC | 1,616 | $100.0K | 0.00% | +1,616 | New |
| Global Retirement Partners, LLC | 1,449 | $86.4K | 0.00% | +169+13.2% | Added |
| Quadrant Capital Group LLC | 1,178 | $72.9K | 0.01% | +285+31.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,029 | $63.7K | 0.00% | +49+5.0% | Added |
| Exchange Traded Concepts, LLC | 777 | $48.1K | 0.00% | −3,337−81.1% | Reduced |
| Signaturefd, LLC | 709 | $43.9K | 0.00% | −38−5.1% | Reduced |
| Van Eck Associates Corp | 696 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 546 | $33.8K | 0.00% | +224+69.6% | Added |
| CWM, LLC | 525 | $33.0K | 0.00% | +113+27.4% | Added |
| Strengthening Families & Communities, LLC | 500 | $31.0K | 0.01% | −43−7.9% | Reduced |
| Bartlett & Co. LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 491 | $30.4K | 0.02% | −564−53.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $30.1K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 30,876 | $21.7K | 0.01% | +30,876 | New |
| Parallel Advisors, LLC | 325 | $20.1K | 0.00% | −54−14.2% | Reduced |
| Covestor Ltd | 298 | $19.0K | 0.01% | +39+15.1% | Added |
| Baker Avenue Asset Management, LP | 261 | $16.2K | 0.00% | +246+1,640.0% | Added |
| Ronald Blue Trust, Inc. | 214 | $14.0K | 0.00% | +211+7,033.3% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 200 | $12.4K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 194 | $12.0K | 0.00% | +1+0.5% | Added |
| Peregrine Capital Management LLC | 190 | $11.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 184 | $11.4K | 0.00% | +184 | New |
| Caldwell Sutter Capital, Inc. | 159 | $9.84K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 142 | $8.79K | 0.01% | +29+25.7% | Added |
| IFP Advisors, Inc | 125 | $7.74K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 121 | $7.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 114 | $7.06K | 0.00% | +114 | New |
| Steward Financial Group LLC | 125 | $7.00K | 0.00% | +125 | New |
| Harbour Investments, Inc. | 113 | $7.00K | 0.00% | −17−13.1% | Reduced |
| Sunbelt Securities, Inc. | 108 | $6.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 105 | $6.50K | 0.00% | +105 | New |
| Sittner & Nelson, LLC | 100 | $6.19K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 66 | $4.09K | 0.00% | +14+26.9% | Added |
| Bell Investment Advisors, Inc | 59 | $3.65K | 0.00% | +12+25.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.53K | 0.00% | +57 | New |
| 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 |
| Versant Capital Management, Inc | 47 | $2.91K | 0.00% | −15−24.2% | Reduced |
| Central Trust Co | 46 | $2.85K | 0.00% | +46 | New |
| Geneos Wealth Management Inc. | 45 | $2.79K | 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 |
| Global Financial Private Client, LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34 | $2.10K | 0.00% | +34 | New |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.92K | 0.00% | +2+6.9% | Added |
| Venturi Wealth Management, LLC | 30 | $1.86K | 0.00% | +30 | New |
| Assetmark, Inc | 27 | $1.67K | 0.00% | +27 | New |
| Washington Trust Co | 24 | $1.49K | 0.00% | −6−20.0% | Reduced |
| Parkside Financial Bank & Trust | 20 | $1.24K | 0.00% | +6+42.9% | Added |
| RFP Financial Group LLC | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.11K | 0.00% | +10+125.0% | Added |
| Private Trust Co NA | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $619 | 0.00% | −718−98.6% | Reduced |
| Whittier Trust Co | 7 | $433 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $62 | 0.00% | 00.0% | Unchanged |
| 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 |
| 1620 Investment Advisors, Inc. | 1,647 | – | – | +1,647 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −146,481−100.0% | Sold out |