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 2024
Institutional positions in Berry Global Group, Inc. as of Sep 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
- 398
- +8 vs. Q2 2024
- Shares held
- 113.9M
- +10.1M (+9.7%) vs. Q2 2024
- Total value
- $7.73B
- +$1.63B (+26.6%) vs. Q2 2024
- New holders
- 56
- 134 more added
- Sold out
- 48
- 153 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $68 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $136 | 0.00% | +1+100.0% | Added |
| Bruce G. Allen Investments, LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 10 | $680 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 12 | $772 | 0.00% | −5−29.4% | Reduced |
| Montag A & Associates Inc | 14 | $920 | 0.00% | −4−22.2% | Reduced |
| Financial Network Wealth Advisors LLC | 19 | $1.29K | 0.00% | −19−50.0% | Reduced |
| Atlas Capital Advisors LLC | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.56K | 0.00% | +12+109.1% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $2.04K | 0.00% | −5−14.3% | Reduced |
| SJS Investment Consulting Inc. | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.18K | 0.00% | +2+6.7% | Added |
| Global Financial Private Client, LLC | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $2.72K | 0.00% | −42−51.2% | Reduced |
| Private Trust Co NA | 40 | $2.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.40K | 0.00% | −9−15.3% | Reduced |
| Private Wealth Management Group, LLC | 51 | $3.47K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 52 | $3.54K | 0.00% | −38−42.2% | Reduced |
| Fortitude Family Office, LLC | 53 | $3.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $3.60K | 0.00% | +3+6.0% | Added |
| Farther Finance Advisors, LLC | 53 | $3.61K | 0.00% | +31+140.9% | Added |
| Central Trust Co | 55 | $3.74K | 0.00% | −150−73.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.88K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 66 | $4.00K | 0.00% | +66 | New |
| Principal Securities, Inc. | 65 | $4.42K | 0.00% | −70−51.9% | Reduced |
| Heritage Wealth Advisors | 70 | $4.76K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 99 | $6.73K | 0.00% | +19+23.8% | Added |
| Sittner & Nelson, LLC | 100 | $6.80K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $7.89K | 0.00% | +76+190.0% | Added |
| Hemington Wealth Management | 114 | $8.00K | 0.00% | +114 | New |
| SRS Capital Advisors, Inc. | 127 | $8.63K | 0.00% | +41+47.7% | Added |
| Ashton Thomas Securities, LLC | 129 | $8.77K | 0.00% | +129 | New |
| Clearstead Advisors, LLC | 129 | $8.77K | 0.00% | −60−31.7% | Reduced |
| First Horizon Advisors, Inc. | 138 | $9.38K | 0.00% | −45−24.6% | Reduced |
| Rothschild Investment LLC | 140 | $9.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 153 | $10.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $10.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 171 | $11.0K | 0.00% | −8−4.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 159 | $11.0K | 0.00% | +159 | New |
| JFS Wealth Advisors, LLC | 179 | $12.2K | 0.00% | +9+5.3% | Added |
| Larson Financial Group LLC | 180 | $12.2K | 0.00% | +180 | New |
| Skopos Labs, Inc. | 181 | $12.3K | 0.00% | +181 | New |
| Integrated Investment Consultants, LLC | 10,503 | $12.4K | 0.00% | +10,503 | New |
| Venturi Wealth Management, LLC | 189 | $12.8K | 0.00% | +44+30.3% | Added |
| Peregrine Capital Management LLC | 190 | $12.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 194 | $13.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $13.5K | 0.00% | +113+132.9% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 202 | $13.7K | 0.01% | +202 | New |
| Aster Capital Management (DIFC) Ltd | 205 | $13.9K | 0.00% | +205 | New |
| Quarry LP | 227 | $15.4K | 0.00% | −568−71.4% | Reduced |
| State of Wyoming | 229 | $15.6K | 0.00% | −1,050−82.1% | Reduced |
| Jones Financial Companies LLLP | 242 | $16.7K | 0.00% | +163+206.3% | Added |
| Versant Capital Management, Inc | 254 | $17.3K | 0.00% | +239+1,593.3% | Added |
| Group One Trading, L.P. | 271 | $18.4K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 304 | $21.0K | 0.00% | +304 | New |
| GeoWealth Management, LLC | 326 | $22.2K | 0.00% | +326 | New |
| Umb Bank N A | 344 | $23.4K | 0.00% | +265+335.4% | Added |
| Parallel Advisors, LLC | 353 | $24.0K | 0.00% | +19+5.7% | Added |
| Geneos Wealth Management Inc. | 368 | $25.0K | 0.00% | +323+717.8% | Added |
| Altshuler Shaham Ltd | 389 | $26.4K | 0.00% | −76−16.3% | Reduced |
| Allworth Financial LP | 413 | $28.1K | 0.00% | −45−9.8% | Reduced |
| AdvisorNet Financial, Inc | 419 | $28.5K | 0.00% | +412+5,885.7% | Added |
| Strengthening Families & Communities, LLC | 425 | $28.9K | 0.01% | −77−15.3% | Reduced |
| DecisionPoint Financial, LLC | 491 | $33.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 496 | $33.7K | 0.00% | −9−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 505 | $34.3K | 0.00% | +16+3.3% | Added |
| Harbour Investments, Inc. | 536 | $36.4K | 0.00% | −172−24.3% | Reduced |
| Quadrant Capital Group LLC | 573 | $39.0K | 0.00% | −29−4.8% | Reduced |
| LRI Investments, LLC | 620 | $41.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 686 | $47.0K | 0.00% | −8,200−92.3% | Reduced |
| DekaBank Deutsche Girozentrale | 714 | $49.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 739 | $50.2K | 0.01% | +739 | New |
| American Capital Advisory, LLC | 750 | $51.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $54.4K | 0.01% | −100−11.1% | Reduced |
| Capital Performance Advisors LLP | 1,105 | $75.1K | 0.02% | +1,105 | New |
| GAMMA Investing LLC | 1,181 | $80.3K | 0.01% | +908+332.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,335 | $90.8K | 0.02% | +162+13.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,434 | $97.5K | 0.00% | −23−1.6% | Reduced |
| 1620 Investment Advisors, Inc. | 1,464 | $99.5K | 0.07% | −10−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,640 | $111.5K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 20,845 | $113.0K | 0.09% | +16,534+383.5% | Added |
| Advisor Group Holdings, Inc. | 1,694 | $115.2K | 0.00% | −217−11.4% | Reduced |
| Spire Wealth Management | 1,800 | $122.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,850 | $127.4K | 0.00% | +121+7.0% | Added |
| Smartleaf Asset Management LLC | 1,915 | $131.9K | 0.02% | +359+23.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,094 | $142.4K | 0.00% | +969+86.1% | Added |
| SG Americas Securities, LLC | 2,239 | $152.0K | 0.00% | +2,239 | New |
| Covestor Ltd | 2,266 | $154.0K | 0.10% | −422−15.7% | Reduced |
| Ci Investments Inc. | 2,768 | $188.0K | 0.00% | +414+17.6% | Added |
| TownSquare Capital, LLC | 2,958 | $201.1K | 0.00% | +2,958 | New |
| KBC Group NV | 2,975 | $202.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,999 | $203.9K | 0.01% | +2,999 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,028 | $205.8K | 0.02% | +3,028 | New |
| Renaissance Technologies LLC | 3,037 | $206.5K | 0.00% | −81,500−96.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,139 | $213.4K | 0.00% | −938−23.0% | Reduced |