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 |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 3,028 | $205.8K | 0.02% | +3,028 | New |
| Vident Advisory, LLC | 2,999 | $203.9K | 0.01% | +2,999 | New |
| KBC Group NV | 2,975 | $202.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,958 | $201.1K | 0.00% | +2,958 | New |
| Ci Investments Inc. | 2,768 | $188.0K | 0.00% | +414+17.6% | Added |
| Covestor Ltd | 2,266 | $154.0K | 0.10% | −422−15.7% | Reduced |
| SG Americas Securities, LLC | 2,239 | $152.0K | 0.00% | +2,239 | New |
| Northwestern Mutual Wealth Management Co | 2,094 | $142.4K | 0.00% | +969+86.1% | Added |
| Smartleaf Asset Management LLC | 1,915 | $131.9K | 0.02% | +359+23.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,850 | $127.4K | 0.00% | +121+7.0% | Added |
| Spire Wealth Management | 1,800 | $122.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,694 | $115.2K | 0.00% | −217−11.4% | Reduced |
| EMC Capital Management | 20,845 | $113.0K | 0.09% | +16,534+383.5% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $111.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,464 | $99.5K | 0.07% | −10−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,434 | $97.5K | 0.00% | −23−1.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,335 | $90.8K | 0.02% | +162+13.8% | Added |
| GAMMA Investing LLC | 1,181 | $80.3K | 0.01% | +908+332.6% | Added |
| Capital Performance Advisors LLP | 1,105 | $75.1K | 0.02% | +1,105 | New |
| Catalyst Funds Management Pty Ltd | 800 | $54.4K | 0.01% | −100−11.1% | Reduced |
| American Capital Advisory, LLC | 750 | $51.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 739 | $50.2K | 0.01% | +739 | New |
| DekaBank Deutsche Girozentrale | 714 | $49.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 686 | $47.0K | 0.00% | −8,200−92.3% | Reduced |
| LRI Investments, LLC | 620 | $41.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 573 | $39.0K | 0.00% | −29−4.8% | Reduced |
| Harbour Investments, Inc. | 536 | $36.4K | 0.00% | −172−24.3% | Reduced |
| Global Retirement Partners, LLC | 505 | $34.3K | 0.00% | +16+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 496 | $33.7K | 0.00% | −9−1.8% | Reduced |
| DecisionPoint Financial, LLC | 491 | $33.4K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 425 | $28.9K | 0.01% | −77−15.3% | Reduced |
| AdvisorNet Financial, Inc | 419 | $28.5K | 0.00% | +412+5,885.7% | Added |
| Allworth Financial LP | 413 | $28.1K | 0.00% | −45−9.8% | Reduced |
| Altshuler Shaham Ltd | 389 | $26.4K | 0.00% | −76−16.3% | Reduced |
| Geneos Wealth Management Inc. | 368 | $25.0K | 0.00% | +323+717.8% | Added |
| Parallel Advisors, LLC | 353 | $24.0K | 0.00% | +19+5.7% | Added |
| Umb Bank N A | 344 | $23.4K | 0.00% | +265+335.4% | Added |
| GeoWealth Management, LLC | 326 | $22.2K | 0.00% | +326 | New |
| Picton Mahoney Asset Management | 304 | $21.0K | 0.00% | +304 | New |
| Group One Trading, L.P. | 271 | $18.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 254 | $17.3K | 0.00% | +239+1,593.3% | Added |
| Jones Financial Companies LLLP | 242 | $16.7K | 0.00% | +163+206.3% | Added |
| State of Wyoming | 229 | $15.6K | 0.00% | −1,050−82.1% | Reduced |
| Quarry LP | 227 | $15.4K | 0.00% | −568−71.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 205 | $13.9K | 0.00% | +205 | New |
| True Wealth Design, LLC | 202 | $13.7K | 0.01% | +202 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $13.5K | 0.00% | +113+132.9% | Added |
| CoreCap Advisors, LLC | 194 | $13.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 190 | $12.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 189 | $12.8K | 0.00% | +44+30.3% | Added |
| Integrated Investment Consultants, LLC | 10,503 | $12.4K | 0.00% | +10,503 | New |
| Skopos Labs, Inc. | 181 | $12.3K | 0.00% | +181 | New |
| Larson Financial Group LLC | 180 | $12.2K | 0.00% | +180 | New |
| JFS Wealth Advisors, LLC | 179 | $12.2K | 0.00% | +9+5.3% | Added |
| Bessemer Group Inc | 171 | $11.0K | 0.00% | −8−4.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 159 | $11.0K | 0.00% | +159 | New |
| Caldwell Sutter Capital, Inc. | 159 | $10.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 153 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $9.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 138 | $9.38K | 0.00% | −45−24.6% | Reduced |
| Clearstead Advisors, LLC | 129 | $8.77K | 0.00% | −60−31.7% | Reduced |
| Ashton Thomas Securities, LLC | 129 | $8.77K | 0.00% | +129 | New |
| SRS Capital Advisors, Inc. | 127 | $8.63K | 0.00% | +41+47.7% | Added |
| Hemington Wealth Management | 114 | $8.00K | 0.00% | +114 | New |
| Lindbrook Capital, LLC | 116 | $7.89K | 0.00% | +76+190.0% | Added |
| Sittner & Nelson, LLC | 100 | $6.80K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 99 | $6.73K | 0.00% | +19+23.8% | Added |
| Heritage Wealth Advisors | 70 | $4.76K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 65 | $4.42K | 0.00% | −70−51.9% | Reduced |
| Capital Analysts, LLC | 66 | $4.00K | 0.00% | +66 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $3.74K | 0.00% | −150−73.2% | Reduced |
| Farther Finance Advisors, LLC | 53 | $3.61K | 0.00% | +31+140.9% | Added |
| Fortitude Family Office, LLC | 53 | $3.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $3.60K | 0.00% | +3+6.0% | Added |
| Aviso Financial Inc. | 52 | $3.54K | 0.00% | −38−42.2% | Reduced |
| Private Wealth Management Group, LLC | 51 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.40K | 0.00% | −9−15.3% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $3.26K | 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 |
| Global Financial Private Client, LLC | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.18K | 0.00% | +2+6.7% | Added |
| 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 |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.56K | 0.00% | +12+109.1% | Added |
| Atlas Capital Advisors LLC | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $1.29K | 0.00% | −19−50.0% | Reduced |
| Montag A & Associates Inc | 14 | $920 | 0.00% | −4−22.2% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $772 | 0.00% | −5−29.4% | Reduced |
| Claris Advisors, LLC | 10 | $680 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $136 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 1 | $68 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −670,935−100.0% | Sold out |
| Monarch Alternative Capital LP | 0 | $0 | 0.00% | −522,000−100.0% | Sold out |