Mondelez International, Inc.
MDLZ- Exchange
- Nasdaq
- Industry
- Food and Kindred Products
- SEC CIK
- 0001103982
In the last 90 days, Mondelez International, Inc. insiders filed 0 open-market purchases and 1 sale; 1,905 institutions reported holding it in 13F filings for Q2 2026, worth $64.3B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Lindsell Train.
13F holders, Q3 2023
Institutional positions in Mondelez International, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,913
- +6 vs. Q2 2023
- Shares held
- 1.06B
- +3.24M (+0.3%) vs. Q2 2023
- Total value
- $73.6B
- −$3.30B (−4.3%) vs. Q2 2023
- New holders
- 110
- 762 more added
- Sold out
- 104
- 713 more reduced
26 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDLZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,905 | $64.3B |
| Q1 2026 | 1,912 | $63.5B |
| Q4 2025 | 1,862 | $59.7B |
| Q3 2025 | 1,934 | $67.3B |
| Q2 2025 | 1,989 | $73.3B |
| Q1 2025 | 2,003 | $72.5B |
| Q4 2024 | 1,996 | $62.6B |
| Q3 2024 | 1,990 | $77.2B |
| Q2 2024 | 1,968 | $69.4B |
| Q1 2024 | 1,993 | $74.7B |
| Q4 2023 | 2,002 | $77.4B |
| Q3 2023 | 1,913 | $73.6B |
| Q2 2023 | 1,933 | $77.0B |
| Q1 2023 | 1,882 | $74.1B |
| Q4 2022 | 1,832 | $70.6B |
| Q3 2022 | 1,734 | $58.0B |
| Q2 2022 | 1,772 | $65.6B |
| Q1 2022 | 1,806 | $66.8B |
| Q4 2021 | 1,781 | $71.3B |
| Q3 2021 | 1,653 | $62.5B |
| Q2 2021 | 1,670 | $66.7B |
| Q1 2021 | 1,641 | $63.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Mondelez International, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Headinvest, LLC | 15,066 | $1.03M | 0.22% | +1,025+7.3% | Added |
| Summit Trail Advisors, LLC | 14,790 | $1.03M | 0.04% | +1,873+14.5% | Added |
| M&R Capital Management Inc | 14,885 | $1.03M | 0.28% | +1,198+8.8% | Added |
| Echo Street Capital Management LLC | 14,919 | $1.04M | 0.01% | +3,612+31.9% | Added |
| Texas Yale Capital Corp. | 14,938 | $1.04M | 0.05% | −100−0.7% | Reduced |
| E Fund Management Co., Ltd. | 14,962 | $1.04M | 0.08% | +2,420+19.3% | Added |
| Clearstead Advisors, LLC | 15,006 | $1.04M | 0.06% | +1,965+15.1% | Added |
| Duff & Phelps Investment Management Co | 15,031 | $1.04M | 0.01% | −181−1.2% | Reduced |
| Independent Financial Group, LLC | 15,066 | $1.05M | 0.07% | +4,184+38.4% | Added |
| Sigma Planning Corp | 15,102 | $1.05M | 0.04% | −184−1.2% | Reduced |
| Forum Financial Management, LP | 15,179 | $1.05M | 0.02% | −652−4.1% | Reduced |
| Strategy Asset Managers LLC | 15,258 | $1.06M | 0.28% | +7,260+90.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 15,312 | $1.06M | 0.80% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 15,331 | $1.06M | 0.29% | +15,331 | New |
| Overbrook Management Corp | 15,341 | $1.06M | 0.25% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 15,343 | $1.06M | 0.14% | +2,412+18.7% | Added |
| Verdence Capital Advisors LLC | 15,389 | $1.07M | 0.12% | +420+2.8% | Added |
| Ellevest, Inc. | 15,438 | $1.07M | 0.08% | +456+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 15,447 | $1.07M | 0.09% | +30.0% | Added |
| Aspen Investment Management Inc | 15,600 | $1.08M | 0.66% | +895+6.1% | Added |
| Annex Advisory Services, LLC | 15,611 | $1.08M | 0.07% | +553+3.7% | Added |
| Buckingham Strategic Wealth, LLC | 15,710 | $1.09M | 0.02% | +1,373+9.6% | Added |
| Diversified Trust Co | 15,766 | $1.09M | 0.04% | −4,534−22.3% | Reduced |
| Empire Financial Management Company, LLC | 15,772 | $1.09M | 0.48% | +4,392+38.6% | Added |
| Equitable Trust Co | 15,852 | $1.10M | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,862 | $1.10M | 0.03% | −823−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 15,919 | $1.10M | 0.03% | +3,529+28.5% | Added |
| Susquehanna Fundamental Investments, LLC | 15,958 | $1.11M | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,025 | $1.11M | 0.03% | −1,472−8.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 16,111 | $1.12M | 0.05% | +16,111 | New |
| West Paces Advisors Inc. | 16,221 | $1.13M | 0.35% | −902−5.3% | Reduced |
| Checchi Capital Advisers, LLC | 16,321 | $1.13M | 0.11% | −281−1.7% | Reduced |
| Guyasuta Investment Advisors Inc | 16,323 | $1.13M | 0.09% | +360+2.3% | Added |
| Horizon Kinetics Asset Management LLC | 16,410 | $1.14M | 0.02% | −194−1.2% | Reduced |
| Chesapeake Asset Management LLC | 16,415 | $1.14M | 1.11% | +1,728+11.8% | Added |
| Zhang Financial LLC | 16,428 | $1.14M | 0.12% | −4,842−22.8% | Reduced |
| Sandy Cove Advisors, LLC | 16,428 | $1.14M | 0.66% | +25+0.2% | Added |
| Transcend Wealth Collective, LLC | 16,466 | $1.14M | 0.11% | −582−3.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 16,480 | $1.14M | 1.48% | −90−0.5% | Reduced |
| DF Dent & Co Inc | 16,488 | $1.14M | 0.02% | +50.0% | Added |
| Claar Advisors LLC | 16,500 | $1.15M | 0.45% | 00.0% | Unchanged |
| Fiduciary Group LLC | 16,573 | $1.15M | 0.15% | −15−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 16,631 | $1.15M | 0.08% | −359−2.1% | Reduced |
| ARS Investment Partners, LLC | 16,655 | $1.16M | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,728 | $1.16M | 0.02% | −231−1.4% | Reduced |
| Wealthspire Advisors, LLC | 16,792 | $1.17M | 0.02% | +4,500+36.6% | Added |
| Lincoln National Corp | 16,934 | $1.18M | 0.02% | +720+4.4% | Added |
| Bryn Mawr Trust Co | 16,952 | $1.18M | 0.05% | −1,251−6.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17,332 | $1.18M | 0.01% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 17,016 | $1.18M | 1.23% | +200+1.2% | Added |
| Beaton Management Co. Inc. | 17,158 | $1.19M | 0.77% | +91+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,269 | $1.20M | 0.05% | −133−0.8% | Reduced |
| Engineers Gate Manager LP | 17,330 | $1.20M | 0.04% | −19,426−52.9% | Reduced |
| Sonen Capital LLC | 17,233 | $1.20M | 2.36% | −45,000−72.3% | Reduced |
| Dover Advisors, LLC | 17,266 | $1.21M | 1.22% | +330+1.9% | Added |
| Northwest Investment Counselors, LLC | 17,418 | $1.21M | 0.34% | −250−1.4% | Reduced |
| Cascade Investment Advisors, Inc. | 17,435 | $1.21M | 0.96% | −2,140−10.9% | Reduced |
| Global Retirement Partners, LLC | 17,651 | $1.21M | 0.06% | +823+4.9% | Added |
| TD Private Client Wealth LLC | 17,493 | $1.21M | 0.05% | +33+0.2% | Added |
| Mather Group, LLC. | 17,512 | $1.22M | 0.02% | +1,212+7.4% | Added |
| Founders Financial Securities LLC | 17,565 | $1.22M | 0.16% | +746+4.4% | Added |
| Wolverine Trading, LLC | 17,637 | $1.22M | 0.01% | +9,754+123.7% | Added |
| SeaCrest Wealth Management, LLC | 17,666 | $1.23M | 0.16% | −198−1.1% | Reduced |
| Chesley Taft & Associates LLC | 17,708 | $1.23M | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 17,720 | $1.23M | 0.58% | −350−1.9% | Reduced |
| Planning Alternatives Ltd | 17,772 | $1.23M | 0.24% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 17,774 | $1.23M | 0.23% | −8,684−32.8% | Reduced |
| Kathmere Capital Management, LLC | 17,851 | $1.24M | 0.18% | +5,130+40.3% | Added |
| Peoples Bank | 18,073 | $1.25M | 1.07% | +18,073 | New |
| Unigestion Holding SA | 18,110 | $1.26M | 0.08% | −4,603−20.3% | Reduced |
| Lederer & Associates Investment Counsel | 18,157 | $1.26M | 1.00% | −148−0.8% | Reduced |
| Evergreen Capital Management LLC | 18,148 | $1.27M | 0.06% | +52+0.3% | Added |
| Bath Savings Trust Co | 18,398 | $1.28M | 0.16% | −100−0.5% | Reduced |
| Peoples Financial Services Corp. | 18,506 | $1.28M | 0.60% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,875 | $1.31M | 0.04% | +18,875 | New |
| Patron Partners Advisors, LLC | 19,047 | $1.32M | 0.97% | +139+0.7% | Added |
| Taylor Frigon Capital Management LLC | 19,067 | $1.32M | 0.74% | +19,067 | New |
| EP Wealth Advisors, LLC | 19,153 | $1.33M | 0.02% | +5,202+37.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 19,176 | $1.33M | 0.04% | +1,164+6.5% | Added |
| CSU Producer Resources, Inc. | 19,250 | $1.34M | 5.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,697 | $1.35M | 0.75% | −102−0.5% | Reduced |
| Spire Wealth Management | 19,425 | $1.35M | 0.05% | −173−0.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 19,455 | $1.35M | 0.21% | +1,728+9.7% | Added |
| Community Capital Management, Inc. | 19,500 | $1.35M | 2.15% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 19,589 | $1.36M | 0.09% | −12,806−39.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 19,804 | $1.37M | 0.10% | +17+0.1% | Added |
| Qtron Investments LLC | 19,822 | $1.38M | 0.26% | +4,324+27.9% | Added |
| Chicago Trust Co NA | 19,828 | $1.38M | 0.35% | −139−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,834 | $1.38M | 0.22% | −1,378−6.5% | Reduced |
| Meridian Wealth Management, LLC | 19,864 | $1.38M | 0.08% | +9,757+96.5% | Added |
| Howard Capital Management Group, LLC | 19,872 | $1.38M | 0.13% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 20,050 | $1.39M | 0.61% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 20,110 | $1.40M | 0.58% | +280+1.4% | Added |
| Ballentine Partners, LLC | 20,378 | $1.41M | 0.03% | +5,067+33.1% | Added |
| Odey Asset Management LLP | 20,407 | $1.42M | 1.77% | +20,407 | New |
| Harbor Investment Advisory, LLC | 20,423 | $1.42M | 0.19% | −1,625−7.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 20,423 | $1.42M | 0.19% | −1,679−7.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 20,693 | $1.44M | 0.00% | +15,897+331.5% | Added |
| Busey Wealth Management | 20,725 | $1.44M | 0.06% | −2,441−10.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,801 | $1.44M | 0.03% | −2,082−9.1% | Reduced |