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, Q2 2024
Institutional positions in Berry Global Group, Inc. as of Jun 30, 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
- 392
- −17 vs. Q1 2024
- Shares held
- 113.7M
- −99.1K (−0.1%) vs. Q1 2024
- Total value
- $6.69B
- −$194.8M (−2.8%) vs. Q1 2024
- New holders
- 48
- 123 more added
- Sold out
- 65
- 170 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scientech Research LLC | 3,426 | $201.6K | 0.04% | −6,563−65.7% | Reduced |
| US Bancorp | 3,414 | $200.9K | 0.00% | −125−3.5% | Reduced |
| KBC Group NV | 2,975 | $175.0K | 0.00% | +709+31.3% | Added |
| Covestor Ltd | 2,688 | $159.0K | 0.10% | +997+59.0% | Added |
| Ci Investments Inc. | 2,354 | $139.0K | 0.00% | −67,331−96.6% | Reduced |
| CWM, LLC | 2,010 | $118.0K | 0.00% | −152−7.0% | Reduced |
| Innealta Capital, LLC | 1,990 | $117.1K | 0.04% | +1,990 | New |
| Advisor Group Holdings, Inc. | 1,911 | $112.5K | 0.00% | +286+17.6% | Added |
| Spire Wealth Management | 1,800 | $105.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,729 | $101.6K | 0.00% | +1,729 | New |
| Nomura Asset Management Co Ltd | 1,640 | $96.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,536 | $92.9K | 0.00% | +626+68.8% | Added |
| Smartleaf Asset Management LLC | 1,556 | $91.4K | 0.01% | −1,266−44.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1,474 | $86.7K | 0.07% | +1,474 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,457 | $85.7K | 0.00% | −254−14.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,297 | $76.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,279 | $75.3K | 0.01% | −1,428−52.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,173 | $69.0K | 0.02% | −1,332−53.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,125 | $66.2K | 0.00% | −505−31.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $53.0K | 0.01% | +900 | New |
| American Capital Advisory, LLC | 750 | $50.5K | 0.04% | +750 | New |
| Quarry LP | 795 | $46.8K | 0.02% | −229−22.4% | Reduced |
| DekaBank Deutsche Girozentrale | 714 | $42.0K | 0.00% | +714 | New |
| Harbour Investments, Inc. | 708 | $41.7K | 0.00% | +708 | New |
| Danske Bank A/S | 700 | $41.2K | 0.00% | −24,403−97.2% | Reduced |
| LRI Investments, LLC | 620 | $36.5K | 0.00% | +576+1,309.1% | Added |
| Quadrant Capital Group LLC | 602 | $35.4K | 0.00% | −39−6.1% | Reduced |
| Quest Partners LLC | 549 | $32.3K | 0.00% | +548+54,800.0% | Added |
| DecisionPoint Financial, LLC | 491 | $32.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 502 | $30.0K | 0.01% | +2+0.4% | Added |
| Signaturefd, LLC | 505 | $29.7K | 0.00% | −57−10.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 489 | $28.8K | 0.00% | −435−47.1% | Reduced |
| Allworth Financial LP | 458 | $28.8K | 0.00% | +382+502.6% | Added |
| Altshuler Shaham Ltd | 465 | $27.4K | 0.00% | +465 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 455 | $26.8K | 0.00% | +455 | New |
| Parallel Advisors, LLC | 334 | $19.7K | 0.00% | +12+3.7% | Added |
| GAMMA Investing LLC | 273 | $16.1K | 0.00% | −205−42.9% | Reduced |
| Group One Trading, L.P. | 271 | $15.9K | 0.00% | −1,136−80.7% | Reduced |
| Central Trust Co | 205 | $12.1K | 0.00% | +150+272.7% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 194 | $11.4K | 0.00% | −20−9.3% | Reduced |
| Peregrine Capital Management LLC | 190 | $11.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $11.1K | 0.00% | +189 | New |
| Bessemer Group Inc | 179 | $11.0K | 0.00% | −47−20.8% | Reduced |
| First Horizon Advisors, Inc. | 183 | $10.8K | 0.00% | −205−52.8% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $10.0K | 0.00% | +6+3.7% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $9.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 153 | $9.00K | 0.00% | +26+20.5% | Added |
| Venturi Wealth Management, LLC | 145 | $8.53K | 0.00% | +145 | New |
| TD Private Client Wealth LLC | 145 | $8.53K | 0.00% | +13+9.8% | Added |
| Rothschild Investment LLC | 140 | $8.24K | 0.00% | +140 | New |
| Principal Securities, Inc. | 135 | $7.95K | 0.00% | +10+8.0% | Added |
| Toth Financial Advisory Corp | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 90 | $5.30K | 0.00% | +90 | New |
| SRS Capital Advisors, Inc. | 86 | $5.06K | 0.00% | +86 | New |
| CVA Family Office, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $4.83K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 80 | $4.71K | 0.00% | +80 | New |
| Umb Bank N A | 79 | $4.65K | 0.00% | +45+132.4% | Added |
| Jones Financial Companies LLLP | 79 | $4.65K | 0.00% | +79 | New |
| Heritage Wealth Advisors | 70 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.47K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $3.12K | 0.00% | −19−26.4% | Reduced |
| Private Wealth Management Group, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $2.94K | 0.00% | +38+316.7% | Added |
| Farmers & Merchants Investments Inc | 48 | $2.83K | 0.00% | −242−83.4% | Reduced |
| Geneos Wealth Management Inc. | 45 | $2.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $2.35K | 0.00% | +18+81.8% | Added |
| Financial Network Wealth Advisors LLC | 38 | $2.30K | 0.00% | +38 | New |
| Global Financial Private Client, LLC | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $2.06K | 0.00% | +5+16.7% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | −9−25.7% | Reduced |
| SJS Investment Consulting Inc. | 30 | $1.77K | 0.00% | −1−3.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $1.77K | 0.00% | +4+15.4% | Added |
| Atlas Capital Advisors LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $1.28K | 0.00% | +5+29.4% | Added |
| Montag A & Associates Inc | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $962 | 0.00% | +3+21.4% | Added |
| Versant Capital Management, Inc | 15 | $883 | 0.00% | −27−64.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11 | $647 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 7 | $412 | 0.00% | −15−68.2% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $59 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $59 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −405,482−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −372,076−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −153,418−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −147,265−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −112,378−100.0% | Sold out |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | $0 | 0.00% | −102,289−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −101,360−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |