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, Q4 2023
Institutional positions in Berry Global Group, Inc. as of Dec 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
- 431
- +41 vs. Q3 2023
- Shares held
- 110.6M
- −468.5K (−0.4%) vs. Q3 2023
- Total value
- $7.46B
- +$576.4M (+8.4%) vs. Q3 2023
- New holders
- 86
- 141 more added
- Sold out
- 45
- 145 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $404 | 0.00% | +6 | New |
| American National Bank | 10 | $674 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $944 | 0.00% | −6−30.0% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | −7−43.8% | Reduced |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Private Trust Co NA | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $1.21K | 0.00% | +18 | New |
| RFP Financial Group LLC | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $1.42K | 0.00% | +21 | New |
| Lindbrook Capital, LLC | 23 | $1.55K | 0.00% | +5+27.8% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.69K | 0.00% | +25 | New |
| Huntington National Bank | 26 | $1.75K | 0.00% | +25+2,500.0% | Added |
| Farther Finance Advisors, LLC | 27 | $1.82K | 0.00% | −21−43.8% | Reduced |
| SJS Investment Consulting Inc. | 27 | $1.82K | 0.00% | −4−12.9% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $2.16K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $2.49K | 0.00% | +7+23.3% | Added |
| Advisory Services Network, LLC | 39 | $2.63K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 42 | $2.83K | 0.00% | −5−10.6% | Reduced |
| Geneos Wealth Management Inc. | 45 | $3.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $3.23K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 51 | $3.44K | 0.00% | +12+30.8% | Added |
| Private Wealth Management Group, LLC | 51 | $3.44K | 0.00% | +51 | New |
| Central Trust Co | 55 | $3.71K | 0.00% | +9+19.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.98K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 61 | $4.11K | 0.00% | +61 | New |
| Heritage Wealth Advisors | 70 | $4.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $4.85K | 0.00% | +72 | New |
| Quantbot Technologies LP | 80 | $5.39K | 0.00% | +80 | New |
| Principal Securities, Inc. | 83 | $5.59K | 0.00% | +83 | New |
| CVA Family Office, LLC | 85 | $5.73K | 0.00% | +85 | New |
| Allworth Financial LP | 86 | $5.80K | 0.00% | +20+30.3% | Added |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 92 | $6.20K | 0.00% | +92 | New |
| Natixis | 97 | $6.54K | 0.00% | +97 | New |
| Toth Financial Advisory Corp | 100 | $6.74K | 0.00% | −3,744−97.4% | Reduced |
| Sittner & Nelson, LLC | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 100 | $6.74K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 108 | $7.28K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 113 | $7.62K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 120 | $8.09K | 0.00% | +120 | New |
| Glassman Wealth Services | 121 | $8.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 145 | $9.77K | 0.00% | +20+16.0% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $10.7K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 160 | $10.8K | 0.00% | +160 | New |
| JFS Wealth Advisors, LLC | 164 | $11.1K | 0.00% | −30−15.5% | Reduced |
| Independence Bank of Kentucky | 180 | $12.1K | 0.00% | +180 | New |
| Peregrine Capital Management LLC | 190 | $12.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 229 | $15.0K | 0.00% | −183,203−99.9% | Reduced |
| Parallel Advisors, LLC | 291 | $19.6K | 0.00% | −34−10.5% | Reduced |
| Silicon Valley Capital Partners | 310 | $20.9K | 0.00% | +310 | New |
| GAMMA Investing LLC | 469 | $30.7K | 0.01% | +469 | New |
| First Horizon Advisors, Inc. | 466 | $31.4K | 0.00% | −80−14.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $32.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 491 | $33.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 500 | $33.7K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $34.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 650 | $40.0K | 0.00% | +436+203.7% | Added |
| Signaturefd, LLC | 598 | $40.3K | 0.00% | −111−15.7% | Reduced |
| Van Eck Associates Corp | 696 | $47.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 750 | $50.5K | 0.04% | +750 | New |
| Quarry LP | 757 | $51.0K | 0.03% | +615+433.1% | Added |
| Covestor Ltd | 902 | $61.0K | 0.04% | +604+202.7% | Added |
| T. Rowe Price Investment Management, Inc. | 909 | $62.0K | 0.00% | +909 | New |
| Global Retirement Partners, LLC | 1,013 | $66.8K | 0.00% | −436−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,080 | $72.8K | 0.00% | +51+5.0% | Added |
| Quadrant Capital Group LLC | 1,139 | $76.8K | 0.01% | −39−3.3% | Reduced |
| State of Wyoming | 1,354 | $91.2K | 0.02% | −473−25.9% | Reduced |
| Lazard Asset Management LLC | 1,423 | $95.0K | 0.00% | −298−17.3% | Reduced |
| CWM, LLC | 1,575 | $106.0K | 0.00% | +1,050+200.0% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $110.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,954 | $132.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,200 | $147.4K | 0.01% | −500−18.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,398 | $161.6K | 0.06% | −432−15.3% | Reduced |
| Atlas Capital Advisors LLC | 2,467 | $166.3K | 0.02% | −2,171−46.8% | Reduced |
| Penserra Capital Management LLC | 2,592 | $174.0K | 0.00% | +976+60.4% | Added |
| Smartleaf Asset Management LLC | 2,675 | $182.2K | 0.05% | +2,675 | New |
| US Bancorp | 3,098 | $208.8K | 0.00% | −179−5.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,106 | $209.3K | 0.06% | +3,106 | New |
| Edgestream Partners, L.P. | 3,243 | $218.5K | 0.02% | −26,572−89.1% | Reduced |
| Profund Advisors LLC | 3,273 | $220.6K | 0.01% | +3,273 | New |
| Raymond James Financial Services Advisors, Inc. | 3,308 | $222.9K | 0.00% | −5,660−63.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,332 | $224.5K | 0.00% | −3,891−53.9% | Reduced |
| First Hawaiian Bank | 3,349 | $225.7K | 0.01% | −192−5.4% | Reduced |
| CIBC Asset Management Inc | 3,376 | $227.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,461 | $233.2K | 0.00% | +3,461 | New |
| Columbia Trust Co 01012016 | 3,526 | $237.6K | 0.11% | +145+4.3% | Added |
| Versor Investments LP | 3,529 | $237.8K | 0.05% | +3,529 | New |
| Neo Ivy Capital Management | 3,547 | $239.0K | 0.53% | +3,547 | New |
| Massmutual Trust Co FSB | 3,575 | $240.9K | 0.01% | −232−6.1% | Reduced |
| Private Advisor Group, LLC | 3,661 | $246.7K | 0.00% | +3,661 | New |
| GYL Financial Synergies, LLC | 3,726 | $251.1K | 0.02% | +192+5.4% | Added |
| Bailard, Inc. | 3,767 | $253.9K | 0.01% | +3,767 | New |
| Envestnet Portfolio Solutions, Inc. | 3,800 | $256.1K | 0.00% | +151+4.1% | Added |