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 |
|---|---|---|---|---|---|
| Stephens Inc | 4,829 | $292.1K | 0.00% | +101+2.1% | Added |
| XTX Topco Ltd | 4,820 | $291.5K | 0.04% | +4,820 | New |
| Tower Research Capital LLC (TRC) | 4,787 | $289.5K | 0.01% | −19,492−80.3% | Reduced |
| Boston Private Wealth LLC | 4,767 | $288.3K | 0.01% | +4,767 | New |
| AXA S.A. | 4,663 | $282.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,587 | $277.4K | 0.02% | +4,587 | New |
| Chesapeake Capital Corp | 4,376 | $264.7K | 0.20% | −8,969−67.2% | Reduced |
| Tributary Capital Management, LLC | 4,340 | $262.5K | 0.02% | −150−3.3% | Reduced |
| EMC Capital Management | 4,311 | $261.0K | 0.16% | +4,311 | New |
| Nisa Investment Advisors, LLC | 4,265 | $257.9K | 0.00% | +15+0.4% | Added |
| Jeppson Wealth Management, LLC | 4,190 | $253.4K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 4,100 | $248.0K | 0.05% | +571+16.2% | Added |
| Greenleaf Trust | 4,098 | $247.8K | 0.00% | −51−1.2% | Reduced |
| Brookstone Capital Management | 4,017 | $242.9K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,908 | $236.4K | 0.00% | −82,203−95.5% | Reduced |
| Berry Wealth Group, LP | 3,876 | $234.4K | 0.19% | +3,876 | New |
| Sequoia Financial Advisors, LLC | 3,779 | $228.6K | 0.00% | −9,759−72.1% | Reduced |
| GYL Financial Synergies, LLC | 3,775 | $228.3K | 0.02% | +49+1.3% | Added |
| Vident Advisory, LLC | 3,762 | $227.5K | 0.00% | −883−19.0% | Reduced |
| First Hawaiian Bank | 3,725 | $225.3K | 0.01% | +376+11.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,722 | $225.1K | 0.00% | −78−2.1% | Reduced |
| Mirabella Financial Services LLP | 3,703 | $224.6K | 0.02% | +3,703 | New |
| Paloma Partners Management Co | 3,703 | $224.0K | 0.03% | +3,703 | New |
| Private Advisor Group, LLC | 3,694 | $223.4K | 0.00% | +33+0.9% | Added |
| US Bancorp | 3,539 | $214.0K | 0.00% | +441+14.2% | Added |
| Umpqua Bank | 3,466 | $209.6K | 0.09% | +3,466 | New |
| CIBC Asset Management Inc | 3,376 | $204.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,352 | $202.7K | 0.01% | +79+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 3,313 | $200.0K | 0.02% | −39,447−92.3% | Reduced |
| Smartleaf Asset Management LLC | 2,822 | $170.7K | 0.03% | +147+5.5% | Added |
| State of Wyoming | 2,707 | $163.7K | 0.03% | +1,353+99.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,505 | $151.5K | 0.05% | +107+4.5% | Added |
| KBC Group NV | 2,266 | $137.0K | 0.00% | +312+16.0% | Added |
| CWM, LLC | 2,162 | $131.0K | 0.00% | +587+37.3% | Added |
| Spire Wealth Management | 1,800 | $108.9K | 0.00% | −400−18.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,711 | $103.5K | 0.00% | +1,225+252.1% | Added |
| Impact Partnership Wealth, LLC | 1,707 | $103.3K | 0.04% | +1,707 | New |
| Covestor Ltd | 1,691 | $103.0K | 0.07% | +789+87.5% | Added |
| EntryPoint Capital, LLC | 1,650 | $99.8K | 0.09% | +1,650 | New |
| Nomura Asset Management Co Ltd | 1,640 | $99.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,630 | $98.6K | 0.00% | +550+50.9% | Added |
| Advisor Group Holdings, Inc. | 1,625 | $98.3K | 0.00% | −3,057−65.3% | Reduced |
| Group One Trading, L.P. | 1,407 | $85.1K | 0.00% | −43,842−96.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,375 | $84.0K | 0.00% | +466+51.3% | Added |
| Fernwood Investment Management, LLC | 1,335 | $80.7K | 0.02% | +1,335 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,297 | $78.4K | 0.00% | −2,821−68.5% | Reduced |
| Quarry LP | 1,024 | $61.9K | 0.03% | +267+35.3% | Added |
| Amitell Capital Pte Ltd | 1,000 | $60.5K | 0.05% | +1,000 | New |
| Global Retirement Partners, LLC | 924 | $55.9K | 0.00% | −89−8.8% | Reduced |
| Ronald Blue Trust, Inc. | 910 | $55.0K | 0.00% | +260+40.0% | Added |
| Van Eck Associates Corp | 696 | $42.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 641 | $38.8K | 0.00% | −498−43.7% | Reduced |
| Signaturefd, LLC | 562 | $34.0K | 0.00% | −36−6.0% | Reduced |
| Credential Qtrade Securities Inc. | 535 | $32.4K | 0.00% | −17,534−97.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $30.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 478 | $28.9K | 0.01% | +9+1.9% | Added |
| DecisionPoint Financial, LLC | 491 | $28.0K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $24.2K | 0.06% | +400 | New |
| First Horizon Advisors, Inc. | 388 | $23.5K | 0.00% | −78−16.7% | Reduced |
| Parallel Advisors, LLC | 322 | $19.5K | 0.00% | +31+10.7% | Added |
| Farmers & Merchants Investments Inc | 290 | $17.5K | 0.00% | +242+504.2% | Added |
| Bessemer Group Inc | 226 | $14.0K | 0.00% | −3−1.3% | Reduced |
| CoreCap Advisors, LLC | 214 | $12.9K | 0.00% | +214 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $11.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 187 | $11.3K | 0.00% | +187 | New |
| JFS Wealth Advisors, LLC | 164 | $9.92K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $9.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 132 | $7.98K | 0.00% | −8,096−98.4% | Reduced |
| IFP Advisors, Inc | 127 | $7.68K | 0.00% | −18−12.4% | Reduced |
| Principal Securities, Inc. | 125 | $7.56K | 0.00% | +42+50.6% | Added |
| Natixis | 119 | $7.20K | 0.00% | +22+22.7% | Added |
| Toth Financial Advisory Corp | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $5.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $4.96K | 0.00% | −3,493−97.7% | Reduced |
| Allworth Financial LP | 76 | $4.60K | 0.00% | −10−11.6% | Reduced |
| Fortitude Family Office, LLC | 72 | $4.36K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $3.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $3.08K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $2.78K | 0.00% | +46 | New |
| Geneos Wealth Management Inc. | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 44 | $2.66K | 0.00% | +44 | New |
| Versant Capital Management, Inc | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $2.42K | 0.00% | +23+135.3% | Added |
| Global Financial Private Client, LLC | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $2.06K | 0.00% | +34 | New |
| Capital Advisors, Ltd. LLC | 35 | $2.00K | 0.00% | +9+34.6% | Added |
| SJS Investment Consulting Inc. | 31 | $1.88K | 0.00% | +4+14.8% | Added |
| Parkside Financial Bank & Trust | 30 | $1.81K | 0.00% | +16+114.3% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $1.57K | 0.00% | +1+4.0% | Added |
| Semmax Financial Advisors Inc. | 25 | $1.49K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 22 | $1.33K | 0.00% | −29−56.9% | Reduced |
| Lindbrook Capital, LLC | 22 | $1.33K | 0.00% | −1−4.3% | Reduced |
| Atlas Capital Advisors LLC | 22 | $1.33K | 0.00% | −2,445−99.1% | Reduced |
| Montag A & Associates Inc | 18 | $1.11K | 0.00% | +18 | New |