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, Q4 2024
Institutional positions in Berry Global Group, Inc. as of Dec 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
- 442
- +52 vs. Q3 2024
- Shares held
- 112.6M
- −695.5K (−0.6%) vs. Q3 2024
- Total value
- $7.29B
- −$407.4M (−5.3%) vs. Q3 2024
- New holders
- 97
- 153 more added
- Sold out
- 45
- 136 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $65 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $127 | 0.01% | +1 | New |
| MV Capital Management, Inc. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $194 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 5 | $323 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $324 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $388 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 14 | $875 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| Horizon Investments, LLC | 17 | $1.10K | 0.00% | +17 | New |
| Assetmark, Inc | 19 | $1.23K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 28 | $1.81K | 0.00% | −22−44.0% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $2.00K | 0.00% | −1−3.1% | Reduced |
| Parkside Financial Bank & Trust | 32 | $2.07K | 0.00% | +2+6.7% | Added |
| SJS Investment Consulting Inc. | 32 | $2.07K | 0.00% | +2+6.7% | Added |
| Transce3nd, LLC | 36 | $2.33K | 0.00% | +36 | New |
| Private Trust Co NA | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $2.85K | 0.00% | +9+25.7% | Added |
| Farmers & Merchants Investments Inc | 45 | $2.91K | 0.00% | −3−6.3% | Reduced |
| WPG Advisers, LLC | 50 | $3.23K | 0.00% | +50 | New |
| Fedenia Advisers LLC | 51 | $3.30K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 51 | $3.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $3.36K | 0.00% | −9,100−99.4% | Reduced |
| Principal Securities, Inc. | 52 | $3.36K | 0.00% | −13−20.0% | Reduced |
| Aviso Financial Inc. | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $3.43K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $3.56K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 57 | $3.69K | 0.00% | +57 | New |
| Capital Analysts, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $4.01K | 0.00% | +9+17.0% | Added |
| High Note Wealth, LLC | 63 | $4.07K | 0.00% | +63 | New |
| Heritage Wealth Advisors | 70 | $4.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 74 | $4.79K | 0.00% | +21+39.6% | Added |
| Meeder Asset Management Inc | 96 | $6.21K | 0.00% | −3−3.0% | Reduced |
| Danske Bank A/S | 100 | $6.47K | 0.00% | −26,552−99.6% | Reduced |
| Sittner & Nelson, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 119 | $7.70K | 0.00% | −8,013−98.5% | Reduced |
| Lindbrook Capital, LLC | 121 | $7.83K | 0.00% | +5+4.3% | Added |
| First Horizon Advisors, Inc. | 124 | $8.02K | 0.00% | −14−10.1% | Reduced |
| SRS Capital Advisors, Inc. | 124 | $8.02K | 0.00% | −3−2.4% | Reduced |
| Rothschild Investment LLC | 140 | $9.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 154 | $9.96K | 0.00% | +114+285.0% | Added |
| Hemington Wealth Management | 166 | $10.0K | 0.00% | +52+45.6% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $10.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $11.0K | 0.00% | +17+11.1% | Added |
| Larson Financial Group LLC | 180 | $11.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 181 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 185 | $12.0K | 0.00% | +6+3.4% | Added |
| Peregrine Capital Management LLC | 190 | $12.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $12.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 198 | $12.8K | 0.00% | +198 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 202 | $13.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 213 | $13.8K | 0.00% | +19+9.8% | Added |
| Caption Management, LLC | 250 | $16.2K | 0.00% | −69,000−99.6% | Reduced |
| Allworth Financial LP | 244 | $16.6K | 0.00% | −169−40.9% | Reduced |
| Jones Financial Companies LLLP | 276 | $17.8K | 0.00% | +34+14.0% | Added |
| Bessemer Group Inc | 304 | $20.0K | 0.00% | +133+77.8% | Added |
| Quarry LP | 330 | $21.3K | 0.00% | +103+45.4% | Added |
| Caitong International Asset Management Co., Ltd | 362 | $23.4K | 0.02% | +362 | New |
| Geneos Wealth Management Inc. | 368 | $23.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 368 | $23.8K | 0.00% | +42+12.9% | Added |
| Versant Capital Management, Inc | 377 | $24.4K | 0.01% | +123+48.4% | Added |
| Global Retirement Partners, LLC | 379 | $24.5K | 0.00% | −126−25.0% | Reduced |
| AdvisorNet Financial, Inc | 419 | $27.1K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 427 | $28.0K | 0.02% | +2+0.5% | Added |
| DecisionPoint Financial, LLC | 491 | $31.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 496 | $32.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $32.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 502 | $32.5K | 0.00% | +502 | New |
| Harbour Investments, Inc. | 536 | $34.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 581 | $37.6K | 0.00% | −39−6.3% | Reduced |
| Parallel Advisors, LLC | 612 | $39.6K | 0.00% | +259+73.4% | Added |
| Umb Bank N A | 650 | $42.0K | 0.00% | +306+89.0% | Added |
| DekaBank Deutsche Girozentrale | 714 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 738 | $47.7K | 0.00% | +165+28.8% | Added |
| Bayforest Capital Ltd | 744 | $48.1K | 0.06% | +744 | New |
| American Capital Advisory, LLC | 750 | $48.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 844 | $54.6K | 0.00% | +821+3,569.6% | Added |
| Simplex Trading, LLC | 962 | $62.0K | 0.00% | −31,387−97.0% | Reduced |
| GAMMA Investing LLC | 1,024 | $66.2K | 0.01% | −157−13.3% | Reduced |
| Venturi Wealth Management, LLC | 1,065 | $68.9K | 0.00% | +876+463.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,434 | $92.7K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,475 | $95.4K | 0.07% | +11+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,530 | $98.9K | 0.03% | +195+14.6% | Added |
| Ci Investments Inc. | 1,573 | $102.0K | 0.00% | −1,195−43.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,640 | $106.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,648 | $106.6K | 0.01% | +1,626+7,390.9% | Added |
| Spire Wealth Management | 1,800 | $116.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,814 | $117.0K | 0.01% | +1,807+25,814.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,895 | $122.5K | 0.00% | −199−9.5% | Reduced |
| Smartleaf Asset Management LLC | 1,976 | $126.9K | 0.01% | +61+3.2% | Added |
| Covestor Ltd | 1,986 | $128.0K | 0.08% | −280−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,353 | $152.0K | 0.00% | +659+38.9% | Added |
| Headlands Technologies LLC | 2,793 | $180.6K | 0.02% | +2,054+277.9% | Added |
| Quantbot Technologies LP | 3,057 | $197.7K | 0.01% | −952−23.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,065 | $198.2K | 0.00% | −764−20.0% | Reduced |
| Merit Financial Group, LLC | 3,093 | $200.0K | 0.00% | +3,093 | New |