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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 5,294 | $361.8K | 0.00% | −135−2.5% | Reduced |
| Colony Group, LLC | 5,577 | $360.7K | 0.00% | +566+11.3% | Added |
| ArrowMark Colorado Holdings LLC | 5,561 | $359.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,550 | $358.0K | 0.01% | +5,550 | New |
| B. Metzler seel. Sohn & Co. AG | 5,500 | $355.7K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,459 | $353.0K | 0.01% | −651−10.7% | Reduced |
| Integrated Quantitative Investments LLC | 5,300 | $342.8K | 0.17% | +5,300 | New |
| J2 Capital Management Inc | 5,291 | $342.2K | 0.32% | +5,291 | New |
| Janney Montgomery Scott LLC | 5,021 | $325.0K | 0.00% | +424+9.2% | Added |
| Mint Tower Capital Management B.V. | 5,000 | $323.0K | 0.09% | +5,000 | New |
| Captrust Financial Advisors | 4,978 | $321.9K | 0.00% | −487−8.9% | Reduced |
| GWM Advisors LLC | 4,958 | $320.6K | 0.00% | −111−2.2% | Reduced |
| Neo Ivy Capital Management | 4,797 | $310.0K | 0.06% | −30,525−86.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,712 | $305.0K | 0.00% | −267−5.4% | Reduced |
| Truist Financial Corp | 4,593 | $297.0K | 0.00% | +815+21.6% | Added |
| Greenleaf Trust | 4,408 | $285.1K | 0.00% | +149+3.5% | Added |
| Seeds Investor LLC | 4,341 | $280.7K | 0.08% | +670+18.3% | Added |
| Shelton Capital Management | 4,325 | $279.7K | 0.01% | −259−5.7% | Reduced |
| EMC Capital Management | 4,311 | $279.0K | 0.16% | −16,534−79.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,250 | $274.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,163 | $269.0K | 0.00% | +1,188+39.9% | Added |
| Diversify Advisory Services, LLC | 4,056 | $265.1K | 0.01% | +23+0.6% | Added |
| Sequoia Financial Advisors, LLC | 4,025 | $260.3K | 0.00% | +115+2.9% | Added |
| Forum Financial Management, LP | 4,007 | $259.1K | 0.00% | +4,007 | New |
| Jeppson Wealth Management, LLC | 3,930 | $254.2K | 0.09% | −210−5.1% | Reduced |
| Brookstone Capital Management | 3,922 | $253.6K | 0.00% | −12−0.3% | Reduced |
| Edmp, Inc. | 3,893 | $251.8K | 0.24% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,883 | $251.1K | 0.11% | +3,883 | New |
| Boston Private Wealth LLC | 3,649 | $236.0K | 0.00% | +3,649 | New |
| Umpqua Bank | 3,549 | $234.7K | 0.08% | +50+1.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,537 | $228.7K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,534 | $228.5K | 0.00% | +170+5.1% | Added |
| Summit Trail Advisors, LLC | 3,423 | $221.4K | 0.01% | +3,423 | New |
| Kingsview Wealth Management, LLC | 3,423 | $221.4K | 0.00% | +3,423 | New |
| Panagora Asset Management Inc | 3,367 | $217.7K | 0.00% | +3,367 | New |
| Everence Capital Management Inc | 3,330 | $215.0K | 0.01% | +3,330 | New |
| Claret Asset Management Corp | 3,309 | $214.0K | 0.03% | −46−1.4% | Reduced |
| Davy Global Fund Management Ltd | 3,300 | $213.4K | 0.03% | −2,700−45.0% | Reduced |
| Gries Financial LLC | 3,244 | $209.8K | 0.04% | +25+0.8% | Added |
| First Hawaiian Bank | 3,228 | $208.8K | 0.01% | −20−0.6% | Reduced |
| Ieq Capital, LLC | 3,217 | $208.1K | 0.00% | +3,217 | New |
| Gamco Investors, Inc. Et Al | 3,179 | $205.6K | 0.00% | +3,179 | New |
| Merit Financial Group, LLC | 3,093 | $200.0K | 0.00% | +3,093 | New |
| Ronald Blue Trust, Inc. | 3,065 | $198.2K | 0.00% | −764−20.0% | Reduced |
| Quantbot Technologies LP | 3,057 | $197.7K | 0.01% | −952−23.7% | Reduced |
| Headlands Technologies LLC | 2,793 | $180.6K | 0.02% | +2,054+277.9% | Added |
| Advisor Group Holdings, Inc. | 2,353 | $152.0K | 0.00% | +659+38.9% | Added |
| Covestor Ltd | 1,986 | $128.0K | 0.08% | −280−12.4% | Reduced |
| Smartleaf Asset Management LLC | 1,976 | $126.9K | 0.01% | +61+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,895 | $122.5K | 0.00% | −199−9.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,814 | $117.0K | 0.01% | +1,807+25,814.3% | Added |
| Spire Wealth Management | 1,800 | $116.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,648 | $106.6K | 0.01% | +1,626+7,390.9% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $106.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,573 | $102.0K | 0.00% | −1,195−43.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,530 | $98.9K | 0.03% | +195+14.6% | Added |
| 1620 Investment Advisors, Inc. | 1,475 | $95.4K | 0.07% | +11+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,434 | $92.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,065 | $68.9K | 0.00% | +876+463.5% | Added |
| GAMMA Investing LLC | 1,024 | $66.2K | 0.01% | −157−13.3% | Reduced |
| Simplex Trading, LLC | 962 | $62.0K | 0.00% | −31,387−97.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 844 | $54.6K | 0.00% | +821+3,569.6% | Added |
| American Capital Advisory, LLC | 750 | $48.5K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 744 | $48.1K | 0.06% | +744 | New |
| Quadrant Capital Group LLC | 738 | $47.7K | 0.00% | +165+28.8% | Added |
| DekaBank Deutsche Girozentrale | 714 | $46.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 650 | $42.0K | 0.00% | +306+89.0% | Added |
| Parallel Advisors, LLC | 612 | $39.6K | 0.00% | +259+73.4% | Added |
| LRI Investments, LLC | 581 | $37.6K | 0.00% | −39−6.3% | Reduced |
| Harbour Investments, Inc. | 536 | $34.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 502 | $32.5K | 0.00% | +502 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 496 | $32.1K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 491 | $31.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 427 | $28.0K | 0.02% | +2+0.5% | Added |
| AdvisorNet Financial, Inc | 419 | $27.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 379 | $24.5K | 0.00% | −126−25.0% | Reduced |
| Versant Capital Management, Inc | 377 | $24.4K | 0.01% | +123+48.4% | Added |
| GeoWealth Management, LLC | 368 | $23.8K | 0.00% | +42+12.9% | Added |
| Geneos Wealth Management Inc. | 368 | $23.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 362 | $23.4K | 0.02% | +362 | New |
| Quarry LP | 330 | $21.3K | 0.00% | +103+45.4% | Added |
| Bessemer Group Inc | 304 | $20.0K | 0.00% | +133+77.8% | Added |
| Jones Financial Companies LLLP | 276 | $17.8K | 0.00% | +34+14.0% | Added |
| Allworth Financial LP | 244 | $16.6K | 0.00% | −169−40.9% | Reduced |
| Caption Management, LLC | 250 | $16.2K | 0.00% | −69,000−99.6% | Reduced |
| CoreCap Advisors, LLC | 213 | $13.8K | 0.00% | +19+9.8% | Added |
| True Wealth Design, LLC | 202 | $13.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $12.9K | 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 |
| Peregrine Capital Management LLC | 190 | $12.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 185 | $12.0K | 0.00% | +6+3.4% | Added |
| Skopos Labs, Inc. | 181 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 180 | $11.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 170 | $11.0K | 0.00% | +17+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 166 | $10.0K | 0.00% | +52+45.6% | Added |
| Massmutual Trust Co FSB | 154 | $9.96K | 0.00% | +114+285.0% | Added |
| Rothschild Investment LLC | 140 | $9.05K | 0.00% | 00.0% | Unchanged |