Berry Global Group Inc (BERY) Ownership

66.82 ↓0.76 (-1.12%)

As of August 30, 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 14.9 million shares. Combined, the top 33 institutional holders of BERY own 87.79% of the company with a total of 101.4 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of BERY by 3.8 million shares. 10 institutions bought 4,066,480 total additional shares and increased their ownership by an average of 11.86%. However 3 institutions sold 278,430 total shares and decreased their ownership by an average of 1.42%.

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 3,788,050 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.	13.039%	10.288%	14,942,921	1,393,955	2024-06-30
Vanguard Group Inc	11.868%	5.177%	13,600,487	669,437	2024-06-30
BlackRock Inc	8.638%	-1.835%	9,899,179	-185,030	2024-06-30
Fuller & Thaler Asset Management Inc	4.208%	3.632%	4,821,885	169,002	2024-06-30
Turtle Creek Asset Management Inc.	3.730%	0.464%	4,275,066	19,722	2024-06-30
LSV Asset Management	3.710%	-1.282%	4,251,988	-55,210	2024-06-30
Dimensional Fund Advisors, Inc.	3.030%	30.285%	3,472,624	807,211	2024-06-30
Massachusetts Financial Services Company	2.846%	-1.158%	3,261,083	-38,190	2024-06-30
Eminence Capital LLC	2.369%	22.180%	2,714,539	492,793	2024-06-30
AQR Capital Management LLC	1.256%	29.243%	1,438,866	325,562	2024-06-30
Khrom Capital Management, LLC	1.082%	15.199%	1,240,083	163,613	2024-06-30
NORGES BANK	1.070%	1.238%	1,226,111	14,991	2024-06-30
Bank of New York Mellon Corp	1.034%	0.868%	1,184,656	10,194	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EdgePoint Investment Group, Inc.	13.039%	10.288%	14,942,921	1,393,955	2024-06-30
Vanguard Group Inc	11.868%	5.177%	13,600,487	669,437	2024-06-30
BlackRock Inc	8.638%	-1.835%	9,899,179	-185,030	2024-06-30
Fuller & Thaler Asset Management Inc	4.208%	3.632%	4,821,885	169,002	2024-06-30
Turtle Creek Asset Management Inc.	3.730%	0.464%	4,275,066	19,722	2024-06-30
LSV Asset Management	3.710%	-1.282%	4,251,988	-55,210	2024-06-30
Ontario Teachers Pension Plan Board	2.978%	-29.046%	3,699,030	-1,514,226	2022-06-30
State Street Corporation	3.092%	0.222%	3,543,603	7,865	2024-03-31
Dimensional Fund Advisors, Inc.	3.030%	30.285%	3,472,624	807,211	2024-06-30
Massachusetts Financial Services Company	2.846%	-1.158%	3,261,083	-38,190	2024-06-30
Canyon Capital Advisors LLC	2.404%	0.000%	2,755,252	0	2024-03-31
Eminence Capital LLC	2.369%	22.180%	2,714,539	492,793	2024-06-30
Lyrical Asset Management LP	1.708%	2.019%	1,957,149	38,735	2024-03-31
Geode Capital Management, LLC	1.675%	3.455%	1,919,978	64,115	2024-03-31
Macquarie Group Ltd	1.512%	-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.	1.307%	-5.288%	1,498,184	-83,643	2024-03-31
AQR Capital Management LLC	1.256%	29.243%	1,438,866	325,562	2024-06-30
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	1.183%	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	1.142%	19.611%	1,309,071	214,628	2024-03-31
Khrom Capital Management, LLC	1.082%	15.199%	1,240,083	163,613	2024-06-30
Monarch Alternative Capital LP	1.041%	-11.008%	1,228,810	-152,000	2023-06-30
NORGES BANK	1.070%	1.238%	1,226,111	14,991	2024-06-30
Bank of New York Mellon Corp	1.034%	0.868%	1,184,656	10,194	2024-06-30
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 is the biggest individual fund holder of Berry Global Group Inc (BERY), owning a total of 7.7 million shares. Combined, the top 38 mutual fund holders of BERY own 71.46% of the company with a total of 82.8 million shares.

In the latest ownership report on July 31st 2024, the top 38 fund holders increased their combined ownership of BERY by 12 thousand shares. 4 funds bought 29,063 total additional shares and increased their ownership by an average of 0.34%. However 2 funds sold 17,037 total shares and decreased their ownership by an average of 0.66%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Berry Global Group increased by a net total of 12,026 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.130%	0.084%	3,587,274	3,000	2024-07-31
Vanguard Total Stock Mkt Idx Inv	2.969%	-0.201%	3,402,160	-6,848	2024-07-31
Vanguard Small Cap Index	2.392%	0.360%	2,741,703	9,840	2024-07-31
Vanguard Small Cap Value Index Inv	1.610%	0.329%	1,844,657	6,053	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.517%	0.589%	1,738,337	10,170	2024-07-31
SPDR® S&P MIDCAP 400 ETF Trust	0.793%	-1.109%	908,405	-10,189	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EdgePoint Global	6.756%	8.113%	7,742,511	581,040	2024-06-30
EdgePoint Global Portfolio Series F	6.249%	10.195%	7,161,471	662,585	2024-03-31
FullerThaler Behavioral Small-Cap Value	3.516%	3.985%	4,029,779	154,440	2024-05-31
Undiscovered Managers Behavioral Val L	3.324%	0.000%	3,809,371	0	2024-06-30
Fuller & Thaler Small-Cap Value	3.093%	0.974%	3,754,690	36,205	2022-12-31
EdgePoint Global Growth and Income	3.235%	8.194%	3,707,583	280,801	2024-06-30
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
iShares Core S&P Mid-Cap ETF	3.130%	0.084%	3,587,274	3,000	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.026%	-5.345%	3,573,175	-201,755	2023-03-31
EdgePoint Global Growth & Inc Port Sr F	2.990%	11.693%	3,426,782	358,740	2024-03-31
Vanguard Total Stock Mkt Idx Inv	2.969%	-0.201%	3,402,160	-6,848	2024-07-31
Vanguard Small Cap Index	2.392%	0.360%	2,741,703	9,840	2024-07-31
Pacer US Cash Cows 100 ETF	2.258%	0.624%	2,582,954	16,028	2024-05-31
MFS Mid Cap Value Equity	1.760%	-1.917%	2,016,995	-39,419	2024-06-30
MFS Mid Cap Value A	1.760%	-0.741%	2,016,995	-15,057	2024-06-30
Vanguard Small Cap Value Index Inv	1.610%	0.329%	1,844,657	6,053	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.517%	0.589%	1,738,337	10,170	2024-07-31
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
Vanguard Equity-Income Inv	1.105%	136.668%	1,266,839	731,558	2024-06-30
Lyrical U.S. Value Equity - CS	1.020%	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
Vanguard Small Cap Growth Index Inv	0.769%	1.141%	933,273	10,532	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.793%	-1.109%	908,405	-10,189	2024-07-31
Strategic Advisers Small-Mid Cap	0.704%	0.675%	807,279	5,410	2024-05-31
Strategic Advisers® Small-Mid Cap	0.666%	0.000%	771,574	0	2023-10-31
Fidelity Equity Dividend Income	0.670%	0.000%	767,700	0	2024-06-30
Lyrical U.S. Value Equity – EQ	0.669%	-3.905%	766,512	-31,145	2024-06-30
Vanguard Strategic Equity Inv	0.667%	22.878%	764,164	142,273	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