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, Q1 2024
Institutional positions in Berry Global Group, Inc. as of Mar 31, 2024. 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
- 412
- −13 vs. Q4 2023
- Shares held
- 114.1M
- +3.79M (+3.4%) vs. Q4 2023
- Total value
- $6.90B
- −$533.6M (−7.2%) vs. Q4 2023
- New holders
- 53
- 149 more added
- Sold out
- 66
- 163 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $26 | 0.00% | 0 | New |
| Quest Partners LLC | 1 | $60 | 0.00% | −24,588−100.0% | Reduced |
| Independence Bank of Kentucky | 5 | $302 | 0.00% | −175−97.2% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $363 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $725 | 0.00% | −14−53.8% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $860 | 0.00% | +14 | New |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 17 | $1.03K | 0.00% | −126,983−100.0% | Reduced |
| Farther Finance Advisors, LLC | 17 | $1.03K | 0.00% | −10−37.0% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $1.09K | 0.00% | +18 | New |
| Montag A & Associates Inc | 18 | $1.11K | 0.00% | +18 | New |
| Atlas Capital Advisors LLC | 22 | $1.33K | 0.00% | −2,445−99.1% | Reduced |
| AdvisorNet Financial, Inc | 22 | $1.33K | 0.00% | −29−56.9% | Reduced |
| Lindbrook Capital, LLC | 22 | $1.33K | 0.00% | −1−4.3% | Reduced |
| Semmax Financial Advisors Inc. | 25 | $1.49K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $1.57K | 0.00% | +1+4.0% | Added |
| Parkside Financial Bank & Trust | 30 | $1.81K | 0.00% | +16+114.3% | Added |
| SJS Investment Consulting Inc. | 31 | $1.88K | 0.00% | +4+14.8% | Added |
| Capital Advisors, Ltd. LLC | 35 | $2.00K | 0.00% | +9+34.6% | Added |
| Umb Bank N A | 34 | $2.06K | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $2.42K | 0.00% | +23+135.3% | Added |
| Versant Capital Management, Inc | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 44 | $2.66K | 0.00% | +44 | New |
| Geneos Wealth Management Inc. | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $2.78K | 0.00% | +46 | New |
| Private Wealth Management Group, LLC | 51 | $3.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $3.33K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.57K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $4.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 76 | $4.60K | 0.00% | −10−11.6% | Reduced |
| Massmutual Trust Co FSB | 82 | $4.96K | 0.00% | −3,493−97.7% | Reduced |
| CVA Family Office, LLC | 85 | $5.14K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| Natixis | 119 | $7.20K | 0.00% | +22+22.7% | Added |
| Principal Securities, Inc. | 125 | $7.56K | 0.00% | +42+50.6% | Added |
| IFP Advisors, Inc | 127 | $7.68K | 0.00% | −18−12.4% | Reduced |
| TD Private Client Wealth LLC | 132 | $7.98K | 0.00% | −8,096−98.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 159 | $9.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $9.92K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 187 | $11.3K | 0.00% | +187 | New |
| Peregrine Capital Management LLC | 190 | $11.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 214 | $12.9K | 0.00% | +214 | New |
| Bessemer Group Inc | 226 | $14.0K | 0.00% | −3−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 290 | $17.5K | 0.00% | +242+504.2% | Added |
| Parallel Advisors, LLC | 322 | $19.5K | 0.00% | +31+10.7% | Added |
| First Horizon Advisors, Inc. | 388 | $23.5K | 0.00% | −78−16.7% | Reduced |
| nVerses Capital, LLC | 400 | $24.2K | 0.06% | +400 | New |
| DecisionPoint Financial, LLC | 491 | $28.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 478 | $28.9K | 0.01% | +9+1.9% | Added |
| Strengthening Families & Communities, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $30.2K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 535 | $32.4K | 0.00% | −17,534−97.0% | Reduced |
| Signaturefd, LLC | 562 | $34.0K | 0.00% | −36−6.0% | Reduced |
| Quadrant Capital Group LLC | 641 | $38.8K | 0.00% | −498−43.7% | Reduced |
| Van Eck Associates Corp | 696 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 910 | $55.0K | 0.00% | +260+40.0% | Added |
| Global Retirement Partners, LLC | 924 | $55.9K | 0.00% | −89−8.8% | Reduced |
| Amitell Capital Pte Ltd | 1,000 | $60.5K | 0.05% | +1,000 | New |
| Quarry LP | 1,024 | $61.9K | 0.03% | +267+35.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,297 | $78.4K | 0.00% | −2,821−68.5% | Reduced |
| Fernwood Investment Management, LLC | 1,335 | $80.7K | 0.02% | +1,335 | New |
| T. Rowe Price Investment Management, Inc. | 1,375 | $84.0K | 0.00% | +466+51.3% | Added |
| Group One Trading, L.P. | 1,407 | $85.1K | 0.00% | −43,842−96.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,625 | $98.3K | 0.00% | −3,057−65.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,630 | $98.6K | 0.00% | +550+50.9% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $99.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,650 | $99.8K | 0.09% | +1,650 | New |
| Covestor Ltd | 1,691 | $103.0K | 0.07% | +789+87.5% | Added |
| Impact Partnership Wealth, LLC | 1,707 | $103.3K | 0.04% | +1,707 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,711 | $103.5K | 0.00% | +1,225+252.1% | Added |
| Spire Wealth Management | 1,800 | $108.9K | 0.00% | −400−18.2% | Reduced |
| CWM, LLC | 2,162 | $131.0K | 0.00% | +587+37.3% | Added |
| KBC Group NV | 2,266 | $137.0K | 0.00% | +312+16.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,505 | $151.5K | 0.05% | +107+4.5% | Added |
| State of Wyoming | 2,707 | $163.7K | 0.03% | +1,353+99.9% | Added |
| Smartleaf Asset Management LLC | 2,822 | $170.7K | 0.03% | +147+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,313 | $200.0K | 0.02% | −39,447−92.3% | Reduced |
| Profund Advisors LLC | 3,352 | $202.7K | 0.01% | +79+2.4% | Added |
| CIBC Asset Management Inc | 3,376 | $204.2K | 0.00% | 00.0% | Unchanged |
| Umpqua Bank | 3,466 | $209.6K | 0.09% | +3,466 | New |
| US Bancorp | 3,539 | $214.0K | 0.00% | +441+14.2% | Added |
| Private Advisor Group, LLC | 3,694 | $223.4K | 0.00% | +33+0.9% | Added |
| Paloma Partners Management Co | 3,703 | $224.0K | 0.03% | +3,703 | New |
| Mirabella Financial Services LLP | 3,703 | $224.6K | 0.02% | +3,703 | New |
| Envestnet Portfolio Solutions, Inc. | 3,722 | $225.1K | 0.00% | −78−2.1% | Reduced |
| First Hawaiian Bank | 3,725 | $225.3K | 0.01% | +376+11.2% | Added |
| Vident Advisory, LLC | 3,762 | $227.5K | 0.00% | −883−19.0% | Reduced |
| GYL Financial Synergies, LLC | 3,775 | $228.3K | 0.02% | +49+1.3% | Added |
| Sequoia Financial Advisors, LLC | 3,779 | $228.6K | 0.00% | −9,759−72.1% | Reduced |
| Berry Wealth Group, LP | 3,876 | $234.4K | 0.19% | +3,876 | New |
| Jefferies Financial Group Inc. | 3,908 | $236.4K | 0.00% | −82,203−95.5% | Reduced |
| Brookstone Capital Management | 4,017 | $242.9K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 4,098 | $247.8K | 0.00% | −51−1.2% | Reduced |