Berry Global Group Inc (BERY) Ownership

65.05 ↑1.53 (2.41%)

As of July 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

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 83.66% of the company with a total of 96.5 million shares.

In the latest ownership report on March 31st 2024, the top 32 institutional holders increased their combined ownership of BERY by 5.8 million shares. 13 institutions bought 6,168,955 total additional shares and increased their ownership by an average of 34.15%. However 5 institutions sold 345,039 total shares and decreased their ownership by an average of 3.55%.

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 5,823,916 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EdgePoint Investment Group, Inc.	11.844%	10.078%	13,548,966	1,240,448	2024-03-31
Vanguard Group Inc	11.303%	10.230%	12,931,050	1,200,021	2024-03-31
BlackRock Inc	8.815%	-0.731%	10,084,209	-74,294	2024-03-31
Fuller & Thaler Asset Management Inc	4.067%	9.212%	4,652,883	392,469	2024-03-31
LSV Asset Management	3.765%	-0.532%	4,307,198	-23,015	2024-03-31
Turtle Creek Asset Management Inc.	3.720%	6.989%	4,255,344	277,964	2024-03-31
State Street Corporation	3.098%	0.222%	3,543,603	7,865	2024-03-31
Massachusetts Financial Services Company	2.884%	0.519%	3,299,273	17,025	2024-03-31
Canyon Capital Advisors LLC	2.408%	0.000%	2,755,252	0	2024-03-31
Dimensional Fund Advisors, Inc.	2.330%	20.477%	2,665,413	453,024	2024-03-31
Eminence Capital LLC	1.942%	295.220%	2,221,746	1,659,592	2024-03-31
Lyrical Asset Management LP	1.711%	2.019%	1,957,149	38,735	2024-03-31
Geode Capital Management, LLC	1.678%	3.455%	1,919,978	64,115	2024-03-31
Macquarie Group Ltd	1.515%	-4.130%	1,732,996	-74,647	2024-03-31
AllianceBernstein L.P.	1.310%	-5.288%	1,498,184	-83,643	2024-03-31
FMR Inc	1.185%	50.590%	1,356,088	455,574	2024-03-31
Bank of America Corp	1.144%	19.611%	1,309,071	214,628	2024-03-31
Bank of New York Mellon Corp	1.027%	-7.077%	1,174,462	-89,440	2024-03-31
AQR Capital Management LLC	0.969%	15.272%	1,113,304	147,495	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EdgePoint Investment Group, Inc.	11.844%	10.078%	13,548,966	1,240,448	2024-03-31
Vanguard Group Inc	11.303%	10.230%	12,931,050	1,200,021	2024-03-31
BlackRock Inc	8.815%	-0.731%	10,084,209	-74,294	2024-03-31
Fuller & Thaler Asset Management Inc	4.067%	9.212%	4,652,883	392,469	2024-03-31
LSV Asset Management	3.765%	-0.532%	4,307,198	-23,015	2024-03-31
Turtle Creek Asset Management Inc.	3.720%	6.989%	4,255,344	277,964	2024-03-31
Ontario Teachers Pension Plan Board	2.978%	-29.046%	3,699,030	-1,514,226	2022-06-30
State Street Corporation	3.098%	0.222%	3,543,603	7,865	2024-03-31
Massachusetts Financial Services Company	2.884%	0.519%	3,299,273	17,025	2024-03-31
Canyon Capital Advisors LLC	2.408%	0.000%	2,755,252	0	2024-03-31
Dimensional Fund Advisors, Inc.	2.330%	20.477%	2,665,413	453,024	2024-03-31
Eminence Capital LLC	1.942%	295.220%	2,221,746	1,659,592	2024-03-31
Lyrical Asset Management LP	1.711%	2.019%	1,957,149	38,735	2024-03-31
Geode Capital Management, LLC	1.678%	3.455%	1,919,978	64,115	2024-03-31
Macquarie Group Ltd	1.515%	-4.130%	1,732,996	-74,647	2024-03-31
CI Investments Inc	1.407%	-1.696%	1,708,156	-29,472	2022-09-30
Millennium Management LLC	1.392%	264.220%	1,643,522	1,192,278	2023-03-31
Allspring Global Investments Holdings, LLC	1.340%	41.230%	1,627,094	475,002	2022-09-30
Goldman Sachs Group Inc	1.330%	113.555%	1,527,720	812,344	2023-12-31
AllianceBernstein L.P.	1.310%	-5.288%	1,498,184	-83,643	2024-03-31
Ancora Advisors LLC	1.252%	15.594%	1,432,122	193,195	2023-12-31
Schroder Investment Management Group	1.212%	-0.788%	1,431,526	-11,364	2023-06-30
FMR Inc	1.185%	50.590%	1,356,088	455,574	2024-03-31
Causeway Capital Management LLC	1.063%	-23.196%	1,318,629	-398,244	2022-09-30
GMT Capital Corp	1.137%	-16.618%	1,317,576	-262,600	2023-12-31
Bank of America Corp	1.144%	19.611%	1,309,071	214,628	2024-03-31
Monarch Alternative Capital LP	1.041%	-11.008%	1,228,810	-152,000	2023-06-30
NORGES BANK	1.059%	9.145%	1,211,120	101,474	2023-12-31
Bank of New York Mellon Corp	1.027%	-7.077%	1,174,462	-89,440	2024-03-31
AQR Capital Management LLC	0.969%	15.272%	1,113,304	147,495	2024-03-31
Mariner Wealth Advisors, LLC	0.915%	11.612%	1,060,114	110,297	2023-12-31
Letko, Brosseau & Associates Inc.	0.825%	-0.604%	955,760	-5,805	2023-09-30

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 36 mutual fund holders of BERY own 69.26% of the company with a total of 80.1 million shares.

In the latest ownership report on June 30th 2024, the top 36 fund holders increased their combined ownership of BERY by 31 thousand shares. 1 funds bought 597 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 31,145 total shares and decreased their ownership by an average of 3.9%.

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 -30,548 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lyrical U.S. Value Equity - CS	1.021%	0.051%	1,168,481	597	2024-06-30
Lyrical U.S. Value Equity – EQ	0.670%	-3.905%	766,512	-31,145	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.638%	0.000%	729,684	0	2024-06-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EdgePoint Global Portfolio Series F	6.260%	10.195%	7,161,471	662,585	2024-03-31
EdgePoint Global	6.260%	10.195%	7,161,471	662,585	2024-03-31
FullerThaler Behavioral Small-Cap Value	3.523%	3.985%	4,029,779	154,440	2024-05-31
Undiscovered Managers Behavioral Val L	3.330%	0.000%	3,809,371	0	2024-05-31
Fuller & Thaler Small-Cap Value	3.093%	0.974%	3,754,690	36,205	2022-12-31
Fuller & Thaler Behavrl Small-Cap Value	3.172%	-0.358%	3,676,765	-13,200	2023-09-30
Sapphire Star Capital Mid Cap Growth	3.080%	178,268.000%	3,636,929	3,634,890	2023-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.026%	-5.345%	3,573,175	-201,755	2023-03-31
iShares Core S&P Mid-Cap ETF	3.116%	0.165%	3,564,240	5,875	2024-06-28
Vanguard Total Stock Mkt Idx Inv	3.052%	0.815%	3,491,692	28,229	2024-05-31
EdgePoint Global Growth & Inc Port Sr F	2.995%	11.693%	3,426,782	358,740	2024-03-31
EdgePoint Global Growth and Income	2.995%	11.693%	3,426,782	358,740	2024-03-31
Vanguard Small Cap Index	2.456%	0.238%	2,809,075	6,655	2024-05-31
Pacer US Cash Cows 100 ETF	2.258%	0.624%	2,582,954	16,028	2024-05-31
MFS Mid Cap Value Equity	1.798%	-1.186%	2,056,414	-24,677	2024-03-31
MFS Mid Cap Value A	1.776%	-1.185%	2,032,052	-24,362	2024-05-31
Vanguard Small Cap Value Index Inv	1.645%	-0.043%	1,881,458	-806	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.528%	1.676%	1,747,704	28,803	2024-05-31
Vanguard Extended Market Index Investor	1.409%	0.545%	1,663,992	9,021	2023-08-31
Delaware Sm-Cap Val Eq	1.318%	0.000%	1,605,310	0	2022-03-31
Lyrical U.S. Value Equity - CS	1.021%	0.051%	1,168,481	597	2024-06-30
Delaware US Small Cap Value Eq SMA	0.950%	-16.361%	1,132,560	-221,550	2023-06-30
Fidelity® Value	0.808%	-8.817%	1,003,167	-97,000	2022-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.834%	1.126%	954,258	10,628	2024-05-31
Vanguard Small Cap Growth Index Inv	0.769%	1.141%	933,273	10,532	2023-02-28
Strategic Advisers Small-Mid Cap	0.701%	-2.618%	801,869	-21,560	2024-04-30
Strategic Advisers® Small-Mid Cap	0.666%	0.000%	771,574	0	2023-10-31
Fidelity Equity Dividend Income	0.671%	11.277%	767,700	77,800	2024-05-31
Lyrical U.S. Value Equity – EQ	0.670%	-3.905%	766,512	-31,145	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.638%	0.000%	729,684	0	2024-06-30
AB Discovery Value Advisor	0.594%	0.000%	707,540	0	2023-04-30
iShares S&P Mid-Cap 400 Value ETF	0.603%	0.000%	698,881	0	2024-02-29
Polaris Capital Mgt Polaris Glbl Eq	0.561%	1.580%	681,400	10,600	2022-12-31
Delaware Small Cap Value A	0.595%	-15.004%	680,146	-120,064	2024-05-31
MFS New Discovery Value I	0.545%	0.856%	629,129	5,337	2023-09-30
Fidelity® Extended Market Index	0.543%	2.254%	627,483	13,830	2023-10-31