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, Q4 2023
Institutional positions in Mondelez International, Inc. as of Dec 31, 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
- 2,002
- +118 vs. Q3 2023
- Shares held
- 1.07B
- +10.8M (+1.0%) vs. Q3 2023
- Total value
- $77.4B
- +$3.94B (+5.4%) vs. Q3 2023
- New holders
- 237
- 725 more added
- Sold out
- 119
- 739 more reduced
29 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Mondelez International, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 15,031 | $1.09M | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 15,114 | $1.09M | 0.02% | +8,503+128.6% | Added |
| We Are One Seven, LLC | 15,116 | $1.09M | 0.06% | +1,780+13.3% | Added |
| Boomfish Wealth Group, LLC | 15,256 | $1.10M | 0.80% | +15,256 | New |
| United Asset Strategies, Inc. | 15,308 | $1.11M | 0.12% | −35−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 15,312 | $1.11M | 0.80% | 00.0% | Unchanged |
| Overbrook Management Corp | 15,341 | $1.11M | 0.22% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 15,382 | $1.11M | 0.11% | −70.0% | Reduced |
| M&R Capital Management Inc | 15,427 | $1.12M | 0.28% | +542+3.6% | Added |
| Equitable Trust Co | 15,452 | $1.12M | 0.08% | −400−2.5% | Reduced |
| Centiva Capital, LP | 15,538 | $1.13M | 0.07% | +12,550+420.0% | Added |
| Clearstead Advisors, LLC | 15,592 | $1.13M | 0.06% | +586+3.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,614 | $1.13M | 0.30% | +1,487+10.5% | Added |
| Morningstar Investment Services LLC | 15,757 | $1.14M | 0.01% | +8,832+127.5% | Added |
| Everpar Advisors LLC | 15,887 | $1.15M | 0.54% | +15,887 | New |
| Horizon Kinetics Asset Management LLC | 15,891 | $1.15M | 0.02% | −519−3.2% | Reduced |
| Empire Financial Management Company, LLC | 16,000 | $1.16M | 0.45% | +228+1.4% | Added |
| Fiduciary Group LLC | 16,011 | $1.16M | 0.14% | −562−3.4% | Reduced |
| Aspen Investment Management Inc | 16,102 | $1.17M | 0.65% | +502+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 16,127 | $1.17M | 0.01% | +417+2.7% | Added |
| Ballentine Partners, LLC | 16,162 | $1.17M | 0.02% | −4,216−20.7% | Reduced |
| Trust Co of Toledo NA | 16,174 | $1.17M | 0.20% | +2,462+18.0% | Added |
| Checchi Capital Advisers, LLC | 16,221 | $1.17M | 0.10% | −100−0.6% | Reduced |
| Headinvest, LLC | 16,321 | $1.18M | 0.25% | +1,255+8.3% | Added |
| Zhang Financial LLC | 16,427 | $1.19M | 0.10% | −10.0% | Reduced |
| Mather Group, LLC. | 16,453 | $1.19M | 0.02% | −1,059−6.0% | Reduced |
| Guyasuta Investment Advisors Inc | 16,461 | $1.19M | 0.09% | +138+0.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 16,480 | $1.19M | 1.56% | 00.0% | Unchanged |
| Claar Advisors LLC | 16,500 | $1.20M | 0.42% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 16,528 | $1.20M | 0.11% | +62+0.4% | Added |
| Chesapeake Asset Management LLC | 16,564 | $1.20M | 1.07% | +149+0.9% | Added |
| Fidelis Capital Partners, LLC | 16,605 | $1.20M | 0.27% | +4,831+41.0% | Added |
| ARS Investment Partners, LLC | 16,653 | $1.21M | 0.13% | −20.0% | Reduced |
| Daymark Wealth Partners, LLC | 16,675 | $1.21M | 0.07% | +44+0.3% | Added |
| Evergreen Private Wealth LLC | 16,683 | $1.21M | 0.65% | +16,683 | New |
| West Paces Advisors Inc. | 16,787 | $1.22M | 0.34% | +566+3.5% | Added |
| Lincoln National Corp | 16,896 | $1.22M | 0.02% | −38−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,963 | $1.23M | 0.09% | +1,516+9.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,006 | $1.23M | 1.17% | −10−0.1% | Reduced |
| Beaton Management Co. Inc. | 17,158 | $1.24M | 0.74% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 17,296 | $1.25M | 0.05% | +27+0.2% | Added |
| Cascade Investment Advisors, Inc. | 17,400 | $1.26M | 0.90% | −35−0.2% | Reduced |
| Northwest Investment Counselors, LLC | 17,418 | $1.26M | 0.34% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 17,408 | $1.27M | 0.05% | −740−4.1% | Reduced |
| Blue Square Asset Management, LLC | 17,559 | $1.27M | 0.85% | +17,559 | New |
| Ferguson Wellman Capital Management, Inc | 17,615 | $1.28M | 0.03% | +1,590+9.9% | Added |
| Peoples Bank | 17,678 | $1.28M | 1.03% | −395−2.2% | Reduced |
| United Bank | 17,694 | $1.28M | 0.71% | −3,270−15.6% | Reduced |
| Chesley Taft & Associates LLC | 17,708 | $1.28M | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 17,621 | $1.28M | 0.04% | −1,804−9.3% | Reduced |
| Field & Main Bank | 17,770 | $1.29M | 0.54% | +50+0.3% | Added |
| SeaCrest Wealth Management, LLC | 17,651 | $1.29M | 0.16% | −15−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17,332 | $1.30M | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 18,065 | $1.31M | 0.15% | +18,065 | New |
| Cullen Investment Group, Ltd. | 18,075 | $1.31M | 0.23% | +18,075 | New |
| Wealthspire Advisors, LLC | 18,208 | $1.32M | 0.02% | +1,416+8.4% | Added |
| Founders Financial Securities LLC | 18,228 | $1.32M | 0.15% | +663+3.8% | Added |
| Weaver Capital Management LLC | 18,366 | $1.33M | 0.54% | +18,366 | New |
| Bath Savings Trust Co | 18,398 | $1.33M | 0.15% | 00.0% | Unchanged |
| Churchill Management Corp | 18,412 | $1.33M | 0.02% | −3,189−14.8% | Reduced |
| Peoples Financial Services Corp. | 18,456 | $1.34M | 0.58% | −50−0.3% | Reduced |
| Principal Securities, Inc. | 18,457 | $1.34M | 0.05% | +18,457 | New |
| Gladstone Institutional Advisory LLC | 18,608 | $1.35M | 0.08% | +5,256+39.4% | Added |
| Capital Investment Advisory Services, LLC | 18,781 | $1.36M | 0.13% | +11,330+152.1% | Added |
| David Loasby | 18,611 | $1.36M | 0.15% | −4,013−17.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 18,804 | $1.36M | 0.70% | +18,804 | New |
| XTX Topco Ltd | 18,808 | $1.36M | 0.30% | +14,748+363.3% | Added |
| Global Retirement Partners, LLC | 18,739 | $1.37M | 0.06% | +1,088+6.2% | Added |
| Taylor Frigon Capital Management LLC | 18,976 | $1.37M | 0.69% | −91−0.5% | Reduced |
| TD Private Client Wealth LLC | 19,036 | $1.38M | 0.05% | +1,543+8.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,194 | $1.39M | 0.19% | −640−3.2% | Reduced |
| Patron Partners Advisors, LLC | 19,205 | $1.39M | 0.92% | +158+0.8% | Added |
| CSU Producer Resources, Inc. | 19,250 | $1.39M | 4.90% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 19,377 | $1.40M | 1.27% | +19,377 | New |
| Harbor Investment Advisory, LLC | 19,638 | $1.42M | 0.16% | −785−3.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 19,826 | $1.44M | 0.09% | +22+0.1% | Added |
| Howard Capital Management Group, LLC | 19,872 | $1.44M | 0.12% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,524 | $1.44M | 0.71% | −4,052−17.2% | Reduced |
| Busey Wealth Management | 19,962 | $1.45M | 0.06% | −763−3.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 20,050 | $1.45M | 0.60% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 20,078 | $1.45M | 0.05% | +902+4.7% | Added |
| Concurrent Investment Advisors, LLC | 20,096 | $1.46M | 0.07% | +20,096 | New |
| Waldron Private Wealth LLC | 20,280 | $1.48M | 0.07% | −1,011−4.7% | Reduced |
| Arvest Investments, Inc. | 20,418 | $1.48M | 0.24% | +20,418 | New |
| Weik Capital Management | 20,420 | $1.48M | 0.68% | −1,130−5.2% | Reduced |
| Investors Asset Management of Georgia Inc | 20,562 | $1.49M | 0.75% | +865+4.4% | Added |
| Morningstar Investment Management LLC | 20,577 | $1.49M | 0.17% | −595−2.8% | Reduced |
| Carret Asset Management, LLC | 20,864 | $1.51M | 0.19% | −70−0.3% | Reduced |
| Hikari Tsushin, Inc. | 20,898 | $1.51M | 0.14% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 21,060 | $1.53M | 0.89% | −84−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 21,208 | $1.54M | 0.29% | +101+0.5% | Added |
| Modera Wealth Management, LLC | 21,209 | $1.54M | 0.03% | +94+0.4% | Added |
| Wealth Alliance | 21,278 | $1.54M | 0.22% | +280+1.3% | Added |
| Trust Point Inc. | 21,285 | $1.54M | 0.13% | +21,285 | New |
| EP Wealth Advisors, LLC | 21,302 | $1.54M | 0.02% | +2,149+11.2% | Added |
| Brandywine Trust Co | 21,323 | $1.54M | 0.31% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 21,383 | $1.55M | 0.30% | −21−0.1% | Reduced |
| Rodgers Brothers Inc. | 21,410 | $1.55M | 0.24% | −475−2.2% | Reduced |
| Brown Brothers Harriman & Co | 21,440 | $1.55M | 0.01% | −6,313−22.7% | Reduced |
| Meeder Advisory Services, Inc. | 21,540 | $1.56M | 0.18% | −593−2.7% | Reduced |