Berry Global Group Inc (BERY) Ownership

58.65 ↑0.75 (1.30%)
As of May 30, 2024, 3:59pm EST.

Institutional Ownership

EdgePoint Investment Group, Inc. is the biggest individual institutional holder of Berry Global Group Inc (BERY), owning a total of 13.5 million shares. Combined, the top 32 institutional holders of BERY own 82.40% of the company with a total of 95.5 million shares.

In the latest ownership report on March 31st 2024, the top 32 institutional holders increased their combined ownership of BERY by 3.7 million shares. 8 institutions bought 3,767,181 total additional shares and increased their ownership by an average of 9.35%. However 2 institutions sold 106,658 total shares and decreased their ownership by an average of 2.91%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Berry Global Group increased by a net total of 3,660,523 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
EdgePoint Investment Group, Inc.11.792%10.078%13,548,9661,240,4482024-03-31
Vanguard Group Inc11.254%10.230%12,931,0501,200,0212024-03-31
Fuller & Thaler Asset Management Inc4.050%9.212%4,652,883392,4692024-03-31
LSV Asset Management3.749%-0.532%4,307,198-23,0152024-03-31
Turtle Creek Asset Management Inc.3.704%6.989%4,255,344277,9642024-03-31
Massachusetts Financial Services Company2.871%0.519%3,299,27317,0252024-03-31
Dimensional Fund Advisors, Inc.2.320%20.477%2,665,413453,0242024-03-31
Lyrical Asset Management LP1.703%2.019%1,957,14938,7352024-03-31
AllianceBernstein L.P.1.304%-5.288%1,498,184-83,6432024-03-31
AQR Capital Management LLC0.969%15.272%1,113,304147,4952024-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
EdgePoint Investment Group, Inc.11.792%10.078%13,548,9661,240,4482024-03-31
Vanguard Group Inc11.254%10.230%12,931,0501,200,0212024-03-31
BlackRock Inc8.841%0.254%10,158,50325,7722023-12-31
Fuller & Thaler Asset Management Inc4.050%9.212%4,652,883392,4692024-03-31
LSV Asset Management3.749%-0.532%4,307,198-23,0152024-03-31
Turtle Creek Asset Management Inc.3.704%6.989%4,255,344277,9642024-03-31
Ontario Teachers Pension Plan Board2.978%-29.046%3,699,030-1,514,2262022-06-30
State Street Corporation3.077%4.088%3,535,738138,8682023-12-31
Massachusetts Financial Services Company2.871%0.519%3,299,27317,0252024-03-31
Canyon Capital Advisors LLC2.398%0.000%2,755,25202023-12-31
Dimensional Fund Advisors, Inc.2.320%20.477%2,665,413453,0242024-03-31
Lyrical Asset Management LP1.703%2.019%1,957,14938,7352024-03-31
Geode Capital Management, LLC1.615%3.683%1,855,86365,9222023-12-31
Macquarie Group Ltd1.573%-2.200%1,807,643-40,6692023-12-31
CI Investments Inc1.407%-1.696%1,708,156-29,4722022-09-30
Millennium Management LLC1.392%264.220%1,643,5221,192,2782023-03-31
Allspring Global Investments Holdings, LLC1.340%41.230%1,627,094475,0022022-09-30
Goldman Sachs Group Inc1.330%113.555%1,527,720812,3442023-12-31
AllianceBernstein L.P.1.304%-5.288%1,498,184-83,6432024-03-31
Ancora Advisors LLC1.246%15.594%1,432,122193,1952023-12-31
Schroder Investment Management Group1.212%-0.788%1,431,526-11,3642023-06-30
Causeway Capital Management LLC1.063%-23.196%1,318,629-398,2442022-09-30
GMT Capital Corp1.137%-16.618%1,317,576-262,6002023-12-31
Eminence Capital LLC1.107%-48.251%1,306,920-1,218,5772023-06-30
FMR Inc1.080%-56.363%1,287,586-1,663,1092022-12-31
Bank of New York Mellon Corp1.100%0.760%1,263,9029,5282023-12-31
Monarch Alternative Capital LP1.041%-11.008%1,228,810-152,0002023-06-30
NORGES BANK1.054%9.145%1,211,120101,4742023-12-31
AQR Capital Management LLC0.969%15.272%1,113,304147,4952024-03-31
Bank of America Corp0.953%-7.115%1,094,443-83,8342023-12-31
Mariner Wealth Advisors, LLC0.915%11.612%1,060,114110,2972023-12-31
Letko, Brosseau & Associates Inc.0.825%-0.604%955,760-5,8052023-09-30

Mutual Fund Ownership

EdgePoint Global Portfolio Series F is the biggest individual fund holder of Berry Global Group Inc (BERY), owning a total of 7.2 million shares. Combined, the top 35 mutual fund holders of BERY own 68.38% of the company with a total of 79.4 million shares.

In the latest ownership report on April 30th 2024, the top 35 fund holders increased their combined ownership of BERY by 26 thousand shares. 2 funds bought 6,744 total additional shares and increased their ownership by an average of 0.19%. However 6 funds sold 32,987 total shares and decreased their ownership by an average of 0.32%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Berry Global Group decreased by a net total of -26,243 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.130%-0.018%3,596,636-6402024-04-30
Vanguard Total Stock Mkt Idx Inv3.014%0.000%3,463,463-132024-04-30
Vanguard Small Cap Index2.439%-0.210%2,802,420-5,8972024-04-30
Pacer US Cash Cows 100 ETF2.212%0.219%2,541,9785,5442024-04-30
Vanguard Small Cap Value Index Inv1.638%-0.414%1,882,264-7,8192024-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.496%-0.845%1,718,901-14,6532024-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.821%-0.418%943,630-3,9652024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.635%0.165%729,6841,2002024-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
EdgePoint Global Portfolio Series F6.233%10.195%7,161,471662,5852024-03-31
EdgePoint Global6.233%10.195%7,161,471662,5852024-03-31
FullerThaler Behavioral Small-Cap Value3.373%-0.004%3,875,339-1702024-03-31
Fuller & Thaler Small-Cap Value3.093%0.974%3,754,69036,2052022-12-31
Fuller & Thaler Behavrl Small-Cap Value3.172%-0.358%3,676,765-13,2002023-09-30
Undiscovered Managers Behavioral Val L3.185%0.000%3,658,97102024-03-31
Sapphire Star Capital Mid Cap Growth3.080%178,268.000%3,636,9293,634,8902023-06-30
iShares Core S&P Mid-Cap ETF3.130%-0.018%3,596,636-6402024-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.026%-5.345%3,573,175-201,7552023-03-31
Vanguard Total Stock Mkt Idx Inv3.014%0.000%3,463,463-132024-04-30
EdgePoint Global Growth & Inc Port Sr F2.982%11.693%3,426,782358,7402024-03-31
EdgePoint Global Growth and Income2.982%11.693%3,426,782358,7402024-03-31
Vanguard Small Cap Index2.439%-0.210%2,802,420-5,8972024-04-30
Pacer US Cash Cows 100 ETF2.212%0.219%2,541,9785,5442024-04-30
MFS Mid Cap Value A1.790%0.000%2,056,41402024-03-31
MFS Mid Cap Value Equity1.790%-1.186%2,056,414-24,6772024-03-31
Vanguard Small Cap Value Index Inv1.638%-0.414%1,882,264-7,8192024-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.496%-0.845%1,718,901-14,6532024-04-30
Vanguard Extended Market Index Investor1.409%0.545%1,663,9929,0212023-08-31
Delaware Sm-Cap Val Eq1.318%0.000%1,605,31002022-03-31
Lyrical U.S. Value Equity - CS1.017%0.709%1,168,9568,2302024-03-31
Delaware US Small Cap Value Eq SMA0.950%-16.361%1,132,560-221,5502023-06-30
Fidelity® Value0.808%-8.817%1,003,167-97,0002022-10-31
Delaware Small Cap Value A0.849%-1.524%975,560-15,1002024-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.821%-0.418%943,630-3,9652024-04-30
Vanguard Small Cap Growth Index Inv0.769%1.141%933,27310,5322023-02-28
Lyrical U.S. Value Equity – EQ0.725%0.594%832,7584,9162024-03-31
Strategic Advisers Small-Mid Cap0.702%6.758%807,05951,0912024-02-29
Strategic Advisers® Small-Mid Cap0.666%0.000%771,57402023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.635%0.165%729,6841,2002024-04-30
AB Discovery Value Advisor0.594%0.000%707,54002023-04-30
iShares S&P Mid-Cap 400 Value ETF0.603%0.000%698,88102024-02-29
Polaris Capital Mgt Polaris Glbl Eq0.561%1.580%681,40010,6002022-12-31
MFS New Discovery Value I0.545%0.856%629,1295,3372023-09-30
Fidelity® Extended Market Index0.543%2.254%627,48313,8302023-10-31

Discussions

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wsb_pro

$BERY Monday I'm out Apes
going to enjoy these gains

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