Berkshire Grey Inc (BGRY) Ownership

1.41 ↑0.01 (0.36%)
As of July 19, 2023, 3:59pm EST.

Institutional Ownership

SoftBank Group Corp is the biggest individual institutional holder of Berkshire Grey Inc (BGRY), owning a total of 65.6 million shares. Combined, the top 35 institutional holders of BGRY own 109.06% of the company with a total of 265.4 million shares.

In the latest ownership report on June 30th 2023, the top 35 institutional holders increased their combined ownership of BGRY by 4 million shares. 14 institutions bought 5,291,445 total additional shares and increased their ownership by an average of 292.07%. However 2 institutions sold 1,277,739 total shares and decreased their ownership by an average of 27.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Berkshire Grey increased by a net total of 4,013,706 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SoftBank Group Corp26.944%0.000%65,567,31702023-06-30
VK Services LLC23.246%0.000%56,567,91402023-06-30
NEA Management Company, LLC15.691%0.000%38,183,02302023-06-30
Canaan Partners X LLC5.816%0.000%14,154,20702023-06-30
BlackRock Inc1.396%38.388%3,398,192942,6432023-06-30
Vanguard Group Inc1.189%0.234%2,893,3106,7622023-06-30
Mirae Asset Global Investments (Korea) Co Ltd1.038%27.828%2,526,201549,9452023-06-30
BP WEALTH MANAGEMENT, LLC0.693%0.000%1,686,06702023-06-30
Goldentree Asset Management LP0.549%0.000%1,335,00002023-06-30
Brandywine Global Investment Mgmt LLC0.501%-50.208%1,219,887-1,230,0872023-06-30
Geode Capital Management, LLC0.490%12.209%1,193,477129,8572023-06-30
State Street Corporation0.418%21.115%1,016,139177,1502023-06-30
Bordeaux Wealth Advisors LLC0.388%-4.810%943,076-47,6522023-06-30
Penderfund Capital Management Ltd0.337%103.934%819,020417,4102023-06-30
Springbok Capital Management, LLC0.329%111.205%800,000421,2212023-06-30
Goldman Sachs Group Inc0.315%3,046.970%765,659741,3292023-06-30
Gabelli Funds LLC0.289%276.889%704,153517,3202023-06-30
JPMorgan Chase & Co0.250%104.202%607,913310,2122023-06-30
Gabelli Securities Inc0.227%303.953%551,800415,2002023-06-30
Northern Trust Corp0.209%27.016%509,479108,3662023-06-30
Nantahala Capital Management, LLC0.206%0.000%500,000500,0002023-06-30
Charles Schwab Investment Management Inc0.169%15.097%411,92054,0302023-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SoftBank Group Corp26.944%0.000%65,567,31702023-06-30
SB Global Advisers Ltd26.944%0.000%65,567,31702022-12-31
VK Services LLC23.246%0.000%56,567,91402023-06-30
NEA Management Company, LLC15.691%0.000%38,183,02302023-06-30
Canaan Partners X LLC5.816%0.000%14,154,20702023-06-30
BlackRock Inc1.396%38.388%3,398,192942,6432023-06-30
Vanguard Group Inc1.189%0.234%2,893,3106,7622023-06-30
Mirae Asset Global Investments (Korea) Co Ltd1.038%27.828%2,526,201549,9452023-06-30
BP WEALTH MANAGEMENT, LLC0.693%0.000%1,686,06702023-06-30
Goldentree Asset Management LP0.549%0.000%1,335,00002023-06-30
Brandywine Global Investment Mgmt LLC0.501%-50.208%1,219,887-1,230,0872023-06-30
Geode Capital Management, LLC0.490%12.209%1,193,477129,8572023-06-30
State Street Corporation0.418%21.115%1,016,139177,1502023-06-30
Bordeaux Wealth Advisors LLC0.388%-4.810%943,076-47,6522023-06-30
Penderfund Capital Management Ltd0.337%103.934%819,020417,4102023-06-30
Springbok Capital Management, LLC0.329%111.205%800,000421,2212023-06-30
Goldman Sachs Group Inc0.315%3,046.970%765,659741,3292023-06-30
Gabelli Funds LLC0.289%276.889%704,153517,3202023-06-30
JPMorgan Chase & Co0.250%104.202%607,913310,2122023-06-30
Gabelli Securities Inc0.227%303.953%551,800415,2002023-06-30
Northern Trust Corp0.209%27.016%509,479108,3662023-06-30
Credit Suisse First Boston (CSFB)0.206%0.000%500,000-22023-03-31
Nantahala Capital Management, LLC0.206%0.000%500,000500,0002023-06-30
Ergoteles LLC0.203%0.000%494,006494,0062023-03-31
Charles Schwab Investment Management Inc0.169%15.097%411,92054,0302023-06-30
Millennium Management LLC0.167%127.795%405,036227,2292022-12-31
Renaissance Technologies Corp0.139%184.193%336,200217,9002022-12-31
Atlas Capital Advisors0.126%0.000%306,53402023-03-31
Jacobs Levy Equity Management, Inc.0.108%0.000%261,704261,7042022-09-30
Nuveen Asset Management, LLC0.099%-4.603%240,767-11,6172022-12-31
Sassicaia Capital Advisers LLC0.090%0.000%215,200215,2002022-06-30
Redwood Wealth Management Group LLC0.082%12.962%198,99422,8342023-03-31
Citadel Advisors Llc0.073%-59.964%172,298-258,0632022-06-30
Morgan Stanley - Brokerage Accounts0.070%239.069%166,849117,6412022-09-30
Marshall Wace Asset Management Ltd0.064%0.000%150,00002022-06-30

Mutual Fund Ownership

Global X Robotics & Artfcl Intllgnc ETF is the biggest individual fund holder of Berkshire Grey Inc (BGRY), owning a total of 2.5 million shares. Combined, the top 53 mutual fund holders of BGRY own 6.91% of the company with a total of 16.8 million shares.

In the latest ownership report on June 30th 2023, the top 53 fund holders increased their combined ownership of BGRY by 1.5 million shares. 26 funds bought 1,453,251 total additional shares and increased their ownership by an average of 26.41%. However 2 funds sold 374 total shares and decreased their ownership by an average of 0.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Berkshire Grey increased by a net total of 1,452,877 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Global X Robotics & Artfcl Intllgnc ETF1.009%0.000%2,456,09002023-06-30
Vanguard Total Stock Mkt Idx Inv0.770%0.000%1,873,97202023-06-30
iShares Russell 2000 ETF0.645%0.086%1,569,9171,3452023-06-30
GAMCO Intl SICAV Merger Arbtrg I (USD)0.263%0.000%639,503639,5032023-06-30
Vanguard Extended Market Index Investor0.260%0.000%632,07002023-06-30
iShares Russell 2000 Growth ETF0.231%0.000%562,72702023-06-30
Fidelity® Small Cap Index0.229%25.470%557,027113,0732023-06-30
Pender Alternative Arbitrage Plus Cl I0.177%14.177%429,66053,3502023-06-30
Pender Alternative Arbitrage Cl FF0.160%14.582%389,36049,5502023-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.134%42.801%325,30097,5002023-06-30
Fidelity® Extended Market Index0.109%0.000%266,30202023-06-30
State St Russell Sm Cap® Indx NL Cl C0.100%34.572%242,50662,3002023-06-30
Schwab US Small-Cap ETF™0.086%0.075%208,1781552023-06-30
NT R2000 Growth Index Fund - NL0.078%26.803%190,86640,3442023-06-30
NT R2000 Index Fund - NL0.075%26.518%182,81738,3182023-06-30
Vanguard Russell 2000 ETF0.072%25.964%174,62435,9942023-06-30
TIAA-CREF Equity Index Instl0.068%0.000%164,86602023-06-30
iShares Micro-Cap ETF0.061%0.000%147,91502023-06-30
Schwab Small Cap Index0.060%22.955%144,74627,0232023-06-30
NT R2000 Index Fund - DC - NL - 20.059%29.410%144,37532,8112023-06-30
NT R2000 Growth Index Fund - L0.055%46.596%134,57242,7742023-06-30
Northern Trust Russell 2000 Growth Index0.055%46.596%134,57242,7742023-06-30
Russell 2000 Index Non-Lendable Fund E0.055%57.442%133,19048,5942023-06-30
Fidelity® NASDAQ Composite Index®0.054%11.535%130,39813,4862023-06-30
BlackRock Extended Mkt Composite0.052%-0.160%125,854-2022023-06-30
BlackRock Extended Equity Market K0.045%1.126%109,5921,2202023-06-30
The Vanguard Russell 2000 Growth Index0.042%39.248%101,36428,5702023-06-30
Fidelity® Total Market Index0.041%0.000%98,51802023-06-30
EQ/2000 Managed Volatility IB0.034%0.000%83,49302023-06-30
BlackRock Russell 2000® Index NL F0.033%37.555%81,12322,1482023-06-30
TIAA-CREF Small-Cap Blend Idx Inst0.028%0.000%69,07602023-06-30
BlackRock Russell 2500™ Index F0.027%2.311%66,0621,4922023-06-30
Russell Personalized DI All Cap SMA0.026%25.863%62,62712,8692023-06-30
LVIP SSgA Small Cap Index Std0.022%26.506%52,50011,0002023-06-30
Northern Trust Extended Eq Market Idx0.019%0.000%45,95802023-06-30
NT Ext Equity Mkt Idx Fd - L0.019%0.000%45,95802023-06-30
Northern Trust Russell 2000 Index0.018%41.429%44,28012,9712023-06-30
NT R2000 Index Fund - L0.018%37.695%43,30111,8542023-06-30
Northern Small Cap Index0.015%49.364%37,01412,2332023-06-30
NT Ext Equity Mkt Idx Fd - NL0.014%0.000%34,52802023-06-30
BNYM Mellon CF SL Carbon Eff Brd Mkt SIF0.013%0.000%31,79902023-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T20.012%-0.589%29,050-1722023-06-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Global X Robotics & Artfcl Intllgnc ETF1.009%0.000%2,456,09002023-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.770%0.000%1,873,97202023-03-31
Vanguard Total Stock Mkt Idx Inv0.770%0.000%1,873,97202023-06-30
iShares Russell 2000 ETF0.645%0.086%1,569,9171,3452023-06-30
GAMCO Intl SICAV Merger Arbtrg I (USD)0.263%0.000%639,503639,5032023-06-30
Vanguard Extended Market Index Investor0.260%0.000%632,07002023-06-30
iShares Russell 2000 Growth ETF0.231%0.000%562,72702023-06-30
Fidelity® Small Cap Index0.229%25.470%557,027113,0732023-06-30
CS (Lux) Robotics Equity SB USD0.206%0.179%500,8968962022-12-31
Pender Alternative Arbitrage Plus Cl I0.177%14.177%429,66053,3502023-06-30
Pender Alternative Arbitrage Cl FF0.160%14.582%389,36049,5502023-06-30
Pender Alternative Arbitrage Plus Cl A0.155%0.000%376,31002023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.134%42.801%325,30097,5002023-06-30
Fidelity® Extended Market Index0.109%0.000%266,30202023-06-30
State St Russell Sm Cap® Indx NL Cl C0.100%34.572%242,50662,3002023-06-30
Schwab US Small-Cap ETF™0.086%0.075%208,1781552023-06-30
NT R2000 Growth Index Fund - NL0.078%26.803%190,86640,3442023-06-30
NT R2000 Index Fund - NL0.075%26.518%182,81738,3182023-06-30
Candriam Risk Arbitrage C0.074%-51.443%179,818-190,5072023-05-31
Vanguard Russell 2000 ETF0.072%25.964%174,62435,9942023-06-30
TIAA-CREF Equity Index Instl0.068%0.000%164,86602023-06-30
Federated Hermes Alternative Bear Eq.0.062%0.000%150,00002023-03-31
Federated Hermes Prudent Bear A0.062%0.000%150,00002023-03-31
iShares Micro-Cap ETF0.061%0.000%147,91502023-06-30
Vanguard VIF Small Co Gr0.061%0.000%145,89902022-10-31
Schwab Small Cap Index0.060%22.955%144,74627,0232023-06-30
NT R2000 Index Fund - DC - NL - 20.059%29.410%144,37532,8112023-06-30
NT R2000 Growth Index Fund - L0.055%46.596%134,57242,7742023-06-30
Northern Trust Russell 2000 Growth Index0.055%46.596%134,57242,7742023-06-30
Russell 2000 Index Non-Lendable Fund E0.055%57.442%133,19048,5942023-06-30
Fidelity® NASDAQ Composite Index®0.054%11.535%130,39813,4862023-06-30
BlackRock Extended Mkt Composite0.052%-0.160%125,854-2022023-06-30
Gestion Boutique V Robotics R FI0.051%47.220%122,15339,1802022-12-31
Balaguer 98 de Inversiones SICAV0.048%100.000%120,00060,0002023-02-28
Inver-99 SICAV0.048%100.000%120,00060,0002023-02-28
BlackRock Extended Equity Market K0.045%1.126%109,5921,2202023-06-30
The Vanguard Russell 2000 Growth Index0.042%39.248%101,36428,5702023-06-30
Fidelity® Total Market Index0.041%0.000%98,51802023-06-30
EQ/2000 Managed Volatility IB0.034%0.000%83,49302023-06-30
BlackRock Russell 2000® Index NL F0.033%37.555%81,12322,1482023-06-30
iShares Russell 2000 Small-Cap Idx Instl0.031%0.000%75,40675,4062022-11-30
TIAA-CREF Small-Cap Blend Idx Inst0.028%0.000%69,07602023-06-30
BlackRock Russell 2500™ Index F0.027%2.311%66,0621,4922023-06-30
Russell Personalized DI All Cap SMA0.026%25.863%62,62712,8692023-06-30
LVIP SSgA Small Cap Index Std0.022%26.506%52,50011,0002023-06-30
Northern Trust Extended Eq Market Idx0.019%0.000%45,95802023-06-30
NT Ext Equity Mkt Idx Fd - L0.019%0.000%45,95802023-06-30
Northern Trust Russell 2000 Index0.018%41.429%44,28012,9712023-06-30
NT R2000 Index Fund - L0.018%37.695%43,30111,8542023-06-30
Northern Small Cap Index0.015%49.364%37,01412,2332023-06-30
NT Ext Equity Mkt Idx Fd - NL0.014%0.000%34,52802023-06-30
BNYM Mellon CF SL Carbon Eff Brd Mkt SIF0.013%0.000%31,79902023-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T20.012%-0.589%29,050-1722023-06-30

Discussions

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7starRestaurant1/20/24 03:50pm

$BGRY a comeback is always more fun than an all out win!!!!

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jchonnee9/28/23 08:11am

$BGRY we always finish green after a red week. Less go!

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