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Berkshire Grey, Inc.

BGRYDelisted Jul 20, 2023
Industry
General Industrial Machinery & Equipment, NEC
SEC CIK
0001824734

Berkshire Grey, Inc. was delisted on Jul 20, 2023; its insiders filed their last Form 4 on Jul 24, 2023; 80 institutions reported holding it in 13F filings for Q2 2023, worth $283.2M in total; no superinvestor held it.

13F holders, Q3 2023

Institutional positions in Berkshire Grey, Inc. as of Sep 30, 2023. 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

BGRY is no longer listed, and 13F filings after Q2 2023 list far fewer holders. See Q2 2023

Institutional holders
1
−79 vs. Q2 2023
Shares held
200
−200.6M (−100.0%) vs. Q2 2023
Total value
$1.06M
−$282.2M (−99.6%) vs. Q2 2023
New holders
0
0 more added
Sold out
79
0 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BGRY 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.

Institutional holdersQ3 2023: 1 institution
Q1 2021: 0 institutionsQ2 2021: 2 institutionsQ3 2021: 55 institutionsQ4 2021: 73 institutionsQ1 2022: 77 institutionsQ2 2022: 76 institutionsQ3 2022: 80 institutionsQ4 2022: 81 institutionsQ1 2023: 84 institutionsQ2 2023: 80 institutionsQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2023: $1.06M
Q1 2021: $0Q2 2021: $5.97MQ3 2021: $1.31BQ4 2021: $1.12BQ1 2022: $548.7MQ2 2022: $280.3MQ3 2022: $329.2MQ4 2022: $117.3MQ1 2023: $271.1MQ2 2023: $283.2MQ3 2023: $1.06MQ4 2023: $1.08MQ1 2024: $1.08MQ2 2024: $1.22MQ3 2024: $1.38MQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding BGRY and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20241$1.38M
Q2 20241$1.22M
Q1 20241$1.08M
Q4 20231$1.08M
Q3 20231$1.06M
Q2 202380$283.2M
Q1 202384$271.1M
Q4 202281$117.3M
Q3 202280$329.2M
Q2 202276$280.3M
Q1 202277$548.7M
Q4 202173$1.12B
Q3 202155$1.31B
Q2 20212$5.97M
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Berkshire Grey, Inc.; share changes are against Q2 2023.

Institutions holding BGRY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Columbia Asset Management200$1.06M0.24%00.0%Unchanged
Softbank Group Corp0$00.00%−65,567,317−100.0%Sold out
VK Services, LLC0$00.00%−56,567,914−100.0%Sold out
NEA Management Company, LLC0$00.00%−38,183,023−100.0%Sold out
Canaan Partners X LLC0$00.00%−14,154,207−100.0%Sold out
BlackRock Inc.0$00.00%−3,398,192−100.0%Sold out
Vanguard Group Inc0$00.00%−2,893,310−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−2,526,201−100.0%Sold out
Boston Private Wealth LLC0$00.00%−1,686,067−100.0%Sold out
Congress Wealth Management LLC0$00.00%−1,594,125−100.0%Sold out
Goldentree Asset Management LP0$00.00%−1,335,000−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−1,219,887−100.0%Sold out
Geode Capital Management, LLC0$00.00%−1,193,477−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−819,020−100.0%Sold out
State Street Corp0$00.00%−1,016,139−100.0%Sold out
Bordeaux Wealth Advisors LLC0$00.00%−943,076−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−800,000−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−765,659−100.0%Sold out
Gabelli Funds LLC0$00.00%−704,153−100.0%Sold out
JPMorgan Chase & Co0$00.00%−607,913−100.0%Sold out
Gabelli & Co Investment Advisers, Inc.0$00.00%−551,800−100.0%Sold out
Northern Trust Corp0$00.00%−509,479−100.0%Sold out
Nantahala Capital Management, LLC0$00.00%−500,000−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−411,920−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−306,534−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−235,178−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−218,442−100.0%Sold out
Crystalline Management Inc.0$00.00%−200,000−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−192,794−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−140,208−100.0%Sold out
Marshall Wace, LLP0$00.00%−133,800−100.0%Sold out
Northwestern University0$00.00%−131,301−100.0%Sold out
Millennium Management LLC0$00.00%−89,558−100.0%Sold out
Morgan Stanley0$00.00%−86,628−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−83,139−100.0%Sold out
Jane Street Group, LLC0$00.00%−77,445−100.0%Sold out
Rhumbline Advisers0$00.00%−73,213−100.0%Sold out
UBS Group AG0$00.00%−55,455−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−54,310−100.0%Sold out
Invesco Ltd.0$00.00%−42,701−100.0%Sold out
Wells Fargo & Company0$00.00%−38,555−100.0%Sold out
Citadel Advisors LLC0$00.00%−37,117−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−36,926−100.0%Sold out
Bank of America Corp0$00.00%−33,635−100.0%Sold out
Raymond James & Associates0$00.00%−33,500−100.0%Sold out
American International Group, Inc.0$00.00%−30,484−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−29,243−100.0%Sold out
Deutsche Bank AG0$00.00%−25,248−100.0%Sold out
New York State Common Retirement Fund0$00.00%−21,600−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−21,348−100.0%Sold out
California State Teachers Retirement System0$00.00%−21,068−100.0%Sold out
Private Advisor Group, LLC0$00.00%−20,750−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−19,190−100.0%Sold out
Citigroup Inc0$00.00%−18,862−100.0%Sold out
Alliancebernstein L.P.0$00.00%−14,660−100.0%Sold out
Barclays PLC0$00.00%−12,558−100.0%Sold out
EHP Funds Inc.0$00.00%−10,812−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−10,604−100.0%Sold out
Voya Investment Management LLC0$00.00%−10,309−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−10,298−100.0%Sold out
Private Trust Co NA0$00.00%−10,000−100.0%Sold out
Amalgamated Bank0$00.00%−9,059−100.0%Sold out
Belvedere Trading LLC0$00.00%−8,499−100.0%Sold out
Group One Trading, L.P.0$00.00%−8,100−100.0%Sold out
Legal & General Group Plc0$00.00%−7,181−100.0%Sold out
FMR LLC0$00.00%−6,619−100.0%Sold out
Royal Bank of Canada0$00.00%−3,931−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,691−100.0%Sold out
Trium Capital LLP0$00.00%−4,601−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−3,661−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−3,060−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−2,000−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1,792−100.0%Sold out
GWM Advisors LLC0$00.00%−1,300−100.0%Sold out
Kelly Financial Services LLC0$00.00%−1,000−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−910−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−500−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−500−100.0%Sold out
National Bank of Canada0$00.00%−500−100.0%Sold out
IFP Advisors, Inc0$00.00%−9−100.0%Sold out