Berry Global Group Ownership | Who Owns Berry Global Group?
Berry Global Group Ownership Summary
Berry Global Group is owned by 98.59% institutional investors, 0.22% insiders, and 1.19% retail investors. Edgepoint investment group is the largest institutional shareholder, holding 12.93% of BERY shares. EdgePoint Global is the top mutual fund, with 6.76% of its assets in Berry Global Group shares.
BERY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Berry Global Group | 98.59% | 0.22% | 1.19% |
| Sector | Consumer Cyclical Stocks | 57.30% | 11.86% | 30.84% |
| Industry | Packaging & Containers Stocks | 69.89% | 17.53% | 12.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Edgepoint investment group | 14.94M | 12.93% | $879.39M |
| Vanguard group | 13.60M | 11.77% | $800.39M |
| Blackrock | 9.90M | 8.56% | $582.57M |
| Fuller & thaler asset management | 4.82M | 4.17% | $283.77M |
| Turtle creek asset management | 4.28M | 3.70% | $251.59M |
| Lsv asset management | 4.25M | 3.68% | $250.23M |
| Dimensional fund advisors lp | 3.47M | 3.00% | $204.37M |
| State street | 3.47M | 3.00% | $204.27M |
| Massachusetts financial services co /ma/ | 3.26M | 2.82% | $191.91M |
| Canyon capital advisors | 2.76M | 2.38% | $162.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Canyon capital advisors | 2.76M | 18.13% | $162.15M |
| Khrom capital management | 1.24M | 13.79% | $72.98M |
| Monarch alternative capital lp | 522.00K | 13.74% | $30.72M |
| Edgepoint investment group | 14.94M | 7.41% | $879.39M |
| Turtle creek asset management | 4.28M | 6.48% | $251.59M |
| Luminus management | 188.84K | 6.40% | $11.11M |
| Cna financial | 160.00K | 5.27% | $9.42M |
| 12th street asset management company | 389.79K | 4.19% | $22.94M |
| Boone capital management | 259.71K | 3.99% | $15.28M |
| Sasco capital inc / ct/ | 415.41K | 3.45% | $24.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.75M | 0.01% | 1.40M |
| Edgepoint investment group | 14.94M | 7.41% | 1.39M |
| Norges bank | 1.23M | 0.01% | 1.23M |
| Dimensional fund advisors lp | 3.47M | 0.05% | 807.21K |
| Vanguard group | 13.60M | 0.02% | 669.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 17.11K | 0.00% | -2.40M |
| Macquarie group | 1.16M | 0.08% | -573.71K |
| Jpmorgan chase | 459.07K | 0.00% | -455.35K |
| Millennium management | 14.66K | 0.00% | -412.27K |
| Goldentree asset management lp | - | - | -405.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.23M | 0.01% | 1.23M | $72.16M |
| Marshall wace, llp | 436.49K | 0.03% | 436.49K | $25.69M |
| Hrt financial lp | 333.43K | 0.11% | 333.43K | $19.62M |
| Corebridge financial | 144.71K | 0.05% | 144.71K | $8.52M |
| Rockefeller capital management | 136.98K | 0.02% | 136.98K | $8.06M |
Sold Out
| Holder | Change |
|---|---|
| Avion wealth | -9.00 |
| Healthcare of ontario pension plan trust fund | -17.00 |
| Semmax financial advisors | -25.00 |
| Abich financial wealth management | -46.00 |
| Natixis | -119.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 395 | -6.18% | 113,972,520 | 1.12% | 98 | 1.04% | 168 | -17.24% | 169 | 4.32% |
| Mar 31, 2024 | 421 | -3.66% | 112,708,322 | 1.91% | 97 | 1.07% | 203 | -12.12% | 162 | 14.89% |
| Dec 31, 2023 | 437 | 8.71% | 110,596,616 | -0.06% | 95 | 1.10% | 231 | 27.62% | 141 | -11.32% |
| Sep 30, 2023 | 402 | 2.03% | 110,667,526 | -5.48% | 93 | 0.99% | 181 | -1.09% | 159 | 11.97% |
| Jun 30, 2023 | 394 | -1.75% | 117,085,332 | 4.34% | 97 | 1.12% | 183 | -1.61% | 142 | -4.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| EdgePoint Global | 7.75M | 6.76% | 5.75K |
| EdgePoint Global Portfolio Series F | 7.74M | 6.76% | 581.04K |
| FullerThaler Behavioral Small-Cap Value | 4.03M | 3.51% | -5.00 |
| Undiscovered Managers Behavioral Val L | 3.81M | 3.32% | - |
| EdgePoint Global Growth and Income | 3.71M | 3.24% | 280.80K |
| EdgePoint Global Growth & Inc Port Sr F | 3.71M | 3.24% | 280.80K |
| iShares Core S&P Mid-Cap ETF | 3.61M | 3.14% | 1.95K |
| Vanguard Total Stock Mkt Idx Inv | 3.43M | 2.99% | 2.00K |
| Vanguard Small Cap Index | 2.73M | 2.38% | -25.09K |
| Vanguard Small Cap Value Index Inv | 1.85M | 1.61% | 864.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 15, 2024 | Bayh Evan | - | Sell | $981.82K |
| May 23, 2024 | Thomas Peter T | - | Buy | $59.50K |
| May 14, 2024 | Miles Mark W | Chief Financial Officer | Sell | $5.04M |
| May 15, 2024 | Miles Mark W | Chief Financial Officer | Sell | $67.40K |
| Feb 24, 2024 | Steele Robert Allan | - | Sell | $825.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 2 |
| 2024 Q1 | 4 | 1 |
| 2023 Q4 | - | 8 |
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