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, Q1 2025
Institutional positions in Berry Global Group, Inc. as of Mar 31, 2025. 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
BERY is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 440
- +3 vs. Q4 2024
- Shares held
- 118.2M
- +5.93M (+5.3%) vs. Q4 2024
- Total value
- $8.25B
- +$987.5M (+13.6%) vs. Q4 2024
- New holders
- 62
- 167 more added
- Sold out
- 59
- 153 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $70 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $139 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $209 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $260 | 0.00% | +1+33.3% | Added |
| Assetmark, Inc | 4 | $279 | 0.00% | −15−78.9% | Reduced |
| HFM Investment Advisors, LLC | 4 | $280 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $349 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $349 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $419 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $489 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $564 | 0.00% | +8 | New |
| Steward Partners Investment Advisory, LLC | 9 | $628 | 0.00% | −835−98.9% | Reduced |
| Montag A & Associates Inc | 14 | $945 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.24K | 0.00% | +2+12.5% | Added |
| Highline Wealth Partners LLC | 18 | $1.26K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 19 | $1.33K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $2.10K | 0.00% | −2−6.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.23K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 35 | $2.44K | 0.00% | −1−2.8% | Reduced |
| Private Trust Co NA | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 44 | $3.07K | 0.00% | −8−15.4% | Reduced |
| Oakworth Capital, Inc. | 44 | $3.07K | 0.00% | +44 | New |
| Principal Securities, Inc. | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $3.42K | 0.00% | −105−68.2% | Reduced |
| Private Wealth Management Group, LLC | 51 | $3.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $3.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $3.70K | 0.00% | −9−14.5% | Reduced |
| Bayforest Capital Ltd | 53 | $3.70K | 0.00% | −691−92.9% | Reduced |
| Fortitude Family Office, LLC | 53 | $3.70K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $3.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 61 | $4.26K | 0.00% | +17+38.6% | Added |
| WPG Advisers, LLC | 62 | $4.33K | 0.00% | +12+24.0% | Added |
| High Note Wealth, LLC | 63 | $4.40K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.89K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $5.79K | 0.00% | +38+84.4% | Added |
| Hantz Financial Services, Inc. | 81 | $6.00K | 0.00% | +81 | New |
| Danske Bank A/S | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $7.55K | 0.00% | +33+44.6% | Added |
| Rothschild Investment LLC | 115 | $8.03K | 0.00% | −25−17.9% | Reduced |
| South State Corp. | 117 | $8.17K | 0.00% | +117 | New |
| TD Private Client Wealth LLC | 119 | $8.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $8.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $8.94K | 0.00% | +7+5.8% | Added |
| Atlantic Trust, LLC | 133 | $9.29K | 0.00% | +133 | New |
| BOK Financial Private Wealth, Inc. | 137 | $9.56K | 0.00% | +137 | New |
| MV Capital Management, Inc. | 152 | $10.6K | 0.00% | +150+7,500.0% | Added |
| Optiver Holding B.V. | 164 | $11.4K | 0.00% | +164 | New |
| IFP Advisors, Inc | 169 | $11.8K | 0.00% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 177 | $12.4K | 0.00% | −3−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 184 | $12.8K | 0.00% | −1−0.5% | Reduced |
| Hemington Wealth Management | 198 | $13.0K | 0.00% | +32+19.3% | Added |
| Peregrine Capital Management LLC | 190 | $13.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $13.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 198 | $13.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 209 | $14.6K | 0.01% | +209 | New |
| CoreCap Advisors, LLC | 216 | $15.1K | 0.00% | +3+1.4% | Added |
| True Wealth Design, LLC | 251 | $17.5K | 0.01% | +49+24.3% | Added |
| Skopos Labs, Inc. | 291 | $20.3K | 0.00% | +110+60.8% | Added |
| Allworth Financial LP | 303 | $21.1K | 0.00% | +59+24.2% | Added |
| Point72 (DIFC) Ltd | 304 | $21.2K | 0.00% | +304 | New |
| Matrix Trust Co | 321 | $22.0K | 0.00% | +321 | New |
| Parallel Advisors, LLC | 345 | $24.1K | 0.00% | −267−43.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 364 | $25.4K | 0.02% | +2+0.6% | Added |
| Jones Financial Companies LLLP | 383 | $26.6K | 0.00% | +107+38.8% | Added |
| Versant Capital Management, Inc | 384 | $26.8K | 0.00% | +7+1.9% | Added |
| MAI Capital Management | 388 | $27.1K | 0.00% | −114−22.7% | Reduced |
| AdvisorNet Financial, Inc | 415 | $29.0K | 0.00% | −4−1.0% | Reduced |
| Strengthening Families & Communities, LLC | 429 | $30.0K | 0.02% | +2+0.5% | Added |
| Geneos Wealth Management Inc. | 432 | $30.2K | 0.00% | +64+17.4% | Added |
| Quarry LP | 436 | $30.4K | 0.01% | +106+32.1% | Added |
| SRS Capital Advisors, Inc. | 443 | $30.9K | 0.00% | +319+257.3% | Added |
| TD Waterhouse Canada Inc. | 441 | $31.1K | 0.00% | −34,675−98.7% | Reduced |
| DecisionPoint Financial, LLC | 491 | $34.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $34.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $34.9K | 0.00% | +500 | New |
| Bessemer Group Inc | 507 | $36.0K | 0.00% | +203+66.8% | Added |
| Smartleaf Asset Management LLC | 525 | $36.5K | 0.00% | −1,451−73.4% | Reduced |
| Harbour Investments, Inc. | 536 | $37.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 610 | $42.6K | 0.00% | +29+5.0% | Added |
| 1620 Investment Advisors, Inc. | 628 | $43.8K | 0.03% | −847−57.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 685 | $47.8K | 0.00% | +628+1,101.8% | Added |
| American Capital Advisory, LLC | 754 | $52.6K | 0.03% | +4+0.5% | Added |
| GAMMA Investing LLC | 1,041 | $72.7K | 0.01% | +17+1.7% | Added |
| J.Safra Asset Management Corp | 1,053 | $73.5K | 0.01% | +1,053 | New |
| Fifth Third Bancorp | 1,199 | $83.7K | 0.00% | −99,208−98.8% | Reduced |
| Umb Bank N A | 1,249 | $87.2K | 0.00% | +599+92.2% | Added |
| Boston Private Wealth LLC | 1,283 | $89.6K | 0.00% | −2,366−64.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,370 | $95.6K | 0.00% | −270−16.5% | Reduced |
| Signaturefd, LLC | 1,511 | $105.5K | 0.00% | +1,015+204.6% | Added |
| Ci Investments Inc. | 1,580 | $110.0K | 0.00% | +7+0.4% | Added |
| Covestor Ltd | 1,594 | $111.0K | 0.07% | −392−19.7% | Reduced |
| Spire Wealth Management | 1,800 | $125.7K | 0.00% | 00.0% | Unchanged |