Exploring Berry Global Group, Inc. (BERY) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Berry Global Group, Inc. (BERY), and what drives their investment decisions? As of April 2025, a significant portion of Berry Global's shares are held by institutional investors, but who exactly are these entities, and what's their stake in the company's future? Understanding the investor profile can provide valuable insights into the company's stability, strategic direction, and overall market sentiment, especially with the share price having increased by 19.45% from $55.94 on April 17, 2024, to $66.82 by April 16, 2025. Let's delve into the details of who's buying and why.

Berry Global Group, Inc. (BERY) Who Invests in Berry Global Group, Inc. and Why?

Understanding the investor profile of Berry Global Group, Inc. (BERY) involves examining the diverse range of entities and individuals who hold the company's stock and their motivations for doing so. These investors typically include retail investors, institutional investors, and hedge funds, each bringing different investment strategies and objectives.

Key Investor Types:

The investor base of Berry Global Group, Inc. is composed of various types of investors, each with their own investment styles and objectives:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They may be attracted to Berry Global Group, Inc. due to its brand recognition or perceived growth potential.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large entities that invest on behalf of their clients. Institutional investors often hold a significant portion of a company's stock and can influence its stock price.
• Hedge Funds: These are investment partnerships that use a variety of strategies, including leverage and derivatives, to generate high returns. Hedge funds may invest in Berry Global Group, Inc. if they believe the company is undervalued or has the potential for short-term gains.

Investment Motivations:

Investors are drawn to Berry Global Group, Inc. for a variety of reasons, often linked to the company's financial health, market position, and future prospects:

• Growth Prospects: Investors may believe that Berry Global Group, Inc. has strong growth potential due to its market position, innovative products, or expansion into new markets.
• Market Position: A strong market position can provide a competitive advantage and stable revenue streams, attracting investors seeking reliable returns.

Investment Strategies:

The strategies employed by investors in Berry Global Group, Inc. can vary widely depending on their investment goals and risk tolerance:

• Long-Term Holding: Some investors may adopt a long-term holding strategy, believing in the company's long-term growth potential and holding the stock for several years.
• Short-Term Trading: Other investors may engage in short-term trading, seeking to profit from short-term price fluctuations in the stock.
• Value Investing: Value investors look for companies that they believe are undervalued by the market, with the expectation that the stock price will eventually rise to reflect its true value.

Examining the major shareholders of Berry Global Group, Inc. can provide insights into the distribution of ownership and the influence of institutional investors. Data on institutional holdings is often available through financial news sources and investor relations websites.

To gain more insight into the company's goals, please visit: Mission Statement, Vision, & Core Values of Berry Global Group, Inc. (BERY).

Berry Global Group, Inc. (BERY) Institutional Ownership and Major Shareholders of Berry Global Group, Inc. (BERY)

Institutional ownership in Berry Global Group, Inc. (BERY) reflects the degree of confidence that large financial organizations have in the company's financial health and growth potential. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and conduct thorough research before investing. Their investment decisions can significantly influence Berry Global Group, Inc. (BERY)’s stock price and overall market stability.

As of December 31, 2024, the following were the top institutional holders of Berry Global Group, Inc. (BERY) shares:

• Vanguard Group Inc: Holding approximately 9.9 million shares, representing about 8.18% ownership.
• BlackRock Fund Advisors: Holding approximately 6.7 million shares, representing about 5.52% ownership.
• Capital Research & Management Co.: Holding approximately 6.4 million shares, representing about 5.26% ownership.
• Fidelity Management & Research Co. LLC: Holding approximately 5.4 million shares, representing about 4.47% ownership.
• SSgA Funds Management, Inc.: Holding approximately 4.2 million shares, representing about 3.44% ownership.

These major institutional investors collectively hold a significant percentage of Berry Global Group, Inc. (BERY)’s outstanding shares, underscoring the company's appeal to large investment firms.

Examining recent changes in ownership provides insights into the evolving sentiment of institutional investors towards Berry Global Group, Inc. (BERY). Significant increases or decreases in holdings can signal shifting expectations regarding the company's future performance. For instance, if several major institutional investors have recently increased their positions, it could indicate a growing confidence in Berry Global Group, Inc. (BERY)’s strategic direction and potential for growth.

Here's a summary of recent ownership trends:

• During Q4 2024, Vanguard Group Inc increased its stake by 2.0%.
• BlackRock Fund Advisors increased its stake by 1.5% during the same period.
• Conversely, Capital Research & Management Co. reduced its holdings by 0.8%.

These adjustments reflect ongoing evaluations of Berry Global Group, Inc. (BERY)’s performance and prospects, influencing investment decisions among key institutional players.

Institutional investors play a crucial role in shaping Berry Global Group, Inc. (BERY)’s stock price and influencing its corporate strategy. Their trading activity can drive significant price movements, particularly when large blocks of shares are bought or sold. Moreover, institutional investors often engage with company management to express their views on strategic issues, such as capital allocation, acquisitions, and corporate governance.

The presence of prominent institutional investors can also enhance Berry Global Group, Inc. (BERY)’s credibility and visibility in the market, attracting additional investment and potentially lowering the company's cost of capital.

Here is a detailed table that shows the major institutional investors of Berry Global Group, Inc. (BERY):

For more insights into Berry Global Group, Inc. (BERY), you might find this resource helpful: Berry Global Group, Inc. (BERY): History, Ownership, Mission, How It Works & Makes Money.

Berry Global Group, Inc. (BERY) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Berry Global Group, Inc. (BERY) provides valuable insights into the company's stability, strategic direction, and potential stock performance. A diverse ownership structure, comprising institutional investors, insiders, and retail investors, characterizes Berry Global Group, Inc. (BERY).

Institutional investors play a significant role in Berry Global Group, Inc.'s (BERY) ownership structure. Approximately 66.71% of the company's stock is held by institutional investors. This indicates a strong level of confidence from major financial institutions, which can lend stability to the stock price. These institutions include:

• EdgePoint Investment Group Inc.: As the largest individual shareholder, EdgePoint Investment Group Inc. holds approximately 11.62 million shares, representing about 10.04% of the company.
• Vanguard Group Inc: Holding approximately 11.43 million shares, Vanguard is another significant institutional investor.
• BlackRock, Inc.: BlackRock, Inc. owns a substantial stake in Berry Global Group, Inc. with approximately 10.12 million shares.
• Fuller & Thaler Asset Management, Inc.: This institution holds approximately 4.67 million shares.
• LSV Asset Management: LSV Asset Management possesses approximately 3.98 million shares.

These major shareholders can exert considerable influence on company decisions through their voting rights and engagement with the management team. Their investment decisions can also impact stock movements, as large transactions can affect supply and demand.

Insiders, including board members and executives, hold a smaller percentage of the company's stock. Approximately 0.32% of the company is owned by insiders. Recent insider trading activity includes:

• Kevin J. Kwilinski (Chief Executive Officer): Purchased 14,000 shares at $28.75, amounting to $402.50k on 2024-10-06.
• Kevin J. Kwilinski (Chief Executive Officer): Sold 20,097 shares at $66.60, amounting to $1.34M on 2024-10-06.
• Peter T. Thomas (Director): Purchased 1,000 shares at $59.50, amounting to $59.50k on 2024-05-23.
• Mark W. Miles (Chief Financial Officer): Sold 1,118 shares at $60.29, amounting to $67.40k on 2024-05-15.
• Mark W. Miles (Chief Financial Officer): Purchased 1,548 shares at $28.75, amounting to $44.51k on 2024-05-15.

Insider transactions can provide signals to the market about the company's prospects. While purchases may indicate confidence in the company's future, sales may not necessarily reflect a negative outlook and could be due to various personal financial reasons.

Public Companies and Individual Investors account for approximately 19.47% of Berry Global Group, Inc.'s (BERY) ownership. This segment includes retail investors and other public companies holding shares. A broader base of retail investors can increase stock liquidity but may also introduce volatility due to varying investment horizons and sentiments.

Recent news highlights several significant developments involving Berry Global Group, Inc. (BERY) and its investors:

• Amcor Acquisition: Amcor and Berry Global Group, Inc. announced a definitive merger agreement in November 2024, wherein Amcor will acquire Berry in an all-stock transaction. Berry shareholders will receive 7.25 Amcor shares for each Berry share, resulting in Amcor and Berry shareholders owning approximately 63% and 37% of the combined company, respectively. The deal values Berry's common stock at $73.59 per share. The transaction is expected to close in mid-calendar year 2025.
• Activist Investor Interest: In the past, activist investors like Ancora Holdings have sought to influence Berry Global Group, Inc.'s (BERY) strategic direction to enhance shareholder value. For instance, Ancora has pushed Berry to consider alternatives to boost company value, including a potential sale.
• Analyst Ratings: Wall Street analysts provide ratings on Berry Global Group, Inc. (BERY) stock. As of April 2025, the consensus rating is 'Hold'.

Here is a summary of Berry Global Group, Inc.'s (BERY) major shareholders:

The interplay between these investors and their recent activities significantly shapes Berry Global Group, Inc.'s (BERY) trajectory. The proposed acquisition by Amcor, in particular, is poised to redefine the company's future, pending shareholder and regulatory approvals. For additional insights, explore Mission Statement, Vision, & Core Values of Berry Global Group, Inc. (BERY).

Berry Global Group, Inc. (BERY) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for evaluating Berry Global Group, Inc. (BERY). Recent activity by major shareholders and overall market dynamics can significantly influence the company's stock performance and future outlook.

As of February 8, 2024, Berry Global Group's stock had a one-year target estimate of $67.50, suggesting a potential upside from its then current trading price. Analyst ratings varied, with some maintaining a 'buy' rating and others a 'hold,' reflecting differing perspectives on the company's prospects. These ratings often consider factors such as financial performance, strategic initiatives, and broader market conditions. For instance, Truist Financial Corp lowered their price objective on Berry Global Group from $78.00 to $72.00, while maintaining a buy rating. Similarly, BMO Capital Markets reduced their price objective from $74.00 to $68.00, also maintaining an outperform rating. These adjustments indicate a dynamic assessment of the company's value based on evolving market conditions and company performance.

Institutional ownership in Berry Global Group, Inc. (BERY) is substantial. Major institutional investors include:

• Vanguard Group Inc.
• BlackRock Inc.
• Capital Research Global Investors
• Fidelity Management & Research Co.
• State Street Corp

These large institutional holdings can provide stability to the stock but also introduce the potential for significant price movements if these institutions change their positions. Recent market reactions to Berry Global Group, Inc. (BERY) have been influenced by earnings reports and forward-looking statements. Positive earnings surprises or optimistic guidance typically lead to favorable market reactions, while disappointing results or cautious outlooks can result in negative sentiment.

Here's a glimpse into how different firms have adjusted their stance on Berry Global Group, Inc. (BERY):

• Truist Financial Corp lowered their price objective from $78.00 to $72.00.
• BMO Capital Markets decreased their price objective from $74.00 to $68.00.
• Citigroup decreased their price objective from $72.00 to $65.00.
• Royal Bank of Canada lowered their price objective from $70.00 to $64.00.

Analyst perspectives play a crucial role in shaping investor sentiment. Analysts at firms like Truist Financial and BMO Capital Markets provide in-depth analysis of Berry Global Group, Inc. (BERY), considering factors such as market trends, financial performance, and strategic initiatives. Their insights help investors make informed decisions about buying, selling, or holding the stock.

Understanding the composition and sentiment of major shareholders in Berry Global Group, Inc. (BERY) offers valuable insights into the company's market dynamics. Monitoring these factors can help investors anticipate potential shifts in the stock's trajectory.

For further insights into the financial health of Berry Global Group, Inc. (BERY), consider exploring this resource: Breaking Down Berry Global Group, Inc. (BERY) Financial Health: Key Insights for Investors