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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 6,120 | $443.3K | 0.03% | +6,120 | New |
| SC&H Financial Advisors, Inc. | 6,117 | $443.1K | 0.13% | −31−0.5% | Reduced |
| Sage Private Wealth Group, LLC | 6,111 | $442.7K | 0.39% | +860+16.4% | Added |
| Vista Investment Partners LLC | 6,111 | $442.6K | 0.16% | +6,111 | New |
| Alan B. Lancz & Associates, Inc. | 6,100 | $441.8K | 0.46% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,083 | $440.6K | 0.06% | −5,553−47.7% | Reduced |
| Smith Shellnut Wilson LLC | 6,064 | $439.2K | 0.25% | −43−0.7% | Reduced |
| Old Point Trust & Financial Services N A | 6,060 | $438.9K | 0.18% | −637−9.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,057 | $438.7K | 0.03% | −17−0.3% | Reduced |
| McGowan Group Asset Management, Inc. | 6,030 | $436.8K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,001 | $434.6K | 0.09% | −2,287−27.6% | Reduced |
| Simmons Bank | 5,996 | $434.3K | 0.04% | +245+4.3% | Added |
| Summit Global Investments | 5,989 | $434.0K | 0.03% | −45,902−88.5% | Reduced |
| Atomi Financial Group, Inc. | 5,986 | $433.6K | 0.06% | +5,986 | New |
| Seven Eight Capital, LP | 5,984 | $433.4K | 0.05% | +5,984 | New |
| Arete Wealth Advisors, LLC | 5,978 | $433.0K | 0.03% | −310−4.9% | Reduced |
| Summit Financial Group Inc | 5,960 | $431.7K | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,952 | $431.1K | 0.03% | −436−6.8% | Reduced |
| WealthPLAN Partners, LLC | 5,919 | $428.7K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,910 | $428.0K | 0.02% | +1,997+51.0% | Added |
| Old Second National Bank of Aurora | 5,884 | $426.2K | 0.12% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,880 | $425.9K | 0.26% | +36+0.6% | Added |
| Wealthsource Partners, LLC | 5,858 | $424.3K | 0.03% | +43+0.7% | Added |
| Addison Advisors LLC | 5,855 | $424.1K | 0.17% | +67+1.2% | Added |
| Sargent Investment Group, LLC | 5,849 | $423.6K | 0.09% | +105+1.8% | Added |
| Hartford Funds Management Co LLC | 5,839 | $422.9K | 0.04% | +1,644+39.2% | Added |
| Advisor Resource Council | 5,829 | $422.2K | 0.05% | +5,829 | New |
| Arkadios Wealth Advisors | 5,824 | $421.8K | 0.04% | +1,403+31.7% | Added |
| Park Place Capital Corp | 5,815 | $421.2K | 0.17% | −6,463−52.6% | Reduced |
| Naples Global Advisors, LLC | 5,759 | $419.6K | 0.05% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 5,700 | $418.9K | 0.34% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5,752 | $417.0K | 0.03% | +6+0.1% | Added |
| Ellenbecker Investment Group | 5,730 | $415.0K | 0.10% | +3,025+111.8% | Added |
| Allegheny Financial Group LTD | 5,708 | $413.4K | 0.13% | +20.0% | Added |
| Exencial Wealth Advisors, LLC | 5,706 | $413.3K | 0.02% | +625+12.3% | Added |
| CoreFirst Bank & Trust | 5,704 | $413.1K | 0.27% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,696 | $412.5K | 0.09% | −711−11.1% | Reduced |
| Evermay Wealth Management LLC | 5,663 | $412.2K | 0.08% | +11+0.2% | Added |
| Renasant Bank | 5,687 | $411.9K | 0.33% | −6,596−53.7% | Reduced |
| FSM Wealth Advisors, LLC | 5,677 | $411.2K | 0.17% | −156−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,645 | $408.9K | 0.12% | +470+9.1% | Added |
| Kowal Investment Group, LLC | 5,636 | $408.2K | 0.10% | −113−2.0% | Reduced |
| Advisor OS, LLC | 5,617 | $406.9K | 0.05% | +2,327+70.7% | Added |
| HF Advisory Group, LLC | 5,616 | $406.7K | 0.26% | −98−1.7% | Reduced |
| Sabal Trust CO | 5,604 | $405.9K | 0.02% | +1,776+46.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,601 | $405.7K | 0.04% | −11−0.2% | Reduced |
| Gilbert & Cook, Inc. | 5,582 | $404.3K | 0.06% | −569−9.3% | Reduced |
| Longfellow Investment Management Co LLC | 5,565 | $403.1K | 0.10% | +5,565 | New |
| First Western Trust Bank | 5,555 | $402.3K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,549 | $401.9K | 0.13% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 5,496 | $398.1K | 0.14% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 5,480 | $397.0K | 0.24% | −551−9.1% | Reduced |
| Delap Wealth Advisory, LLC | 5,478 | $396.8K | 0.18% | +5,478 | New |
| Avestar Capital, LLC | 5,445 | $396.7K | 0.05% | +1,095+25.2% | Added |
| Center for Financial Planning, Inc. | 5,470 | $396.2K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 5,455 | $395.1K | 0.22% | −3,559−39.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,440 | $394.0K | 0.02% | −33−0.6% | Reduced |
| 4Thought Financial Group Inc. | 5,424 | $392.9K | 0.28% | +5,424 | New |
| Drive Wealth Management, LLC | 5,391 | $392.8K | 0.13% | +167+3.2% | Added |
| Red Door Wealth Management, LLC | 5,422 | $392.7K | 0.09% | +415+8.3% | Added |
| Webster Bank, N. A. | 5,418 | $392.4K | 0.05% | −60−1.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,402 | $391.3K | 0.42% | −509−8.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,270 | $389.7K | 0.02% | −107−2.0% | Reduced |
| Aristotle Capital Management, LLC | 5,379 | $389.6K | 0.00% | +57+1.1% | Added |
| Platform Technology Partners | 5,265 | $387.0K | 0.15% | −429−7.5% | Reduced |
| Gries Financial LLC | 5,338 | $386.6K | 0.08% | −285−5.1% | Reduced |
| Summit Wealth Partners, LLC | 5,333 | $386.3K | 0.09% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,546 | $384.9K | 0.04% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,291 | $383.2K | 0.12% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 5,275 | $382.1K | 0.14% | −23−0.4% | Reduced |
| Delta Investment Management, LLC | 5,275 | $382.1K | 0.09% | +642+13.9% | Added |
| Glen Eagle Advisors, LLC | 5,274 | $382.0K | 0.08% | +10.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,260 | $381.0K | 0.10% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,254 | $380.5K | 0.16% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 5,208 | $377.2K | 0.12% | −1,500−22.4% | Reduced |
| GHP Investment Advisors, Inc. | 5,202 | $376.8K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,197 | $376.4K | 0.03% | −394−7.0% | Reduced |
| AFS Financial Group, LLC | 5,192 | $376.1K | 0.35% | −6,075−53.9% | Reduced |
| Burney Co | 5,191 | $376.0K | 0.02% | −436−7.7% | Reduced |
| Golden State Equity Partners | 5,147 | $372.8K | 0.09% | +480+10.3% | Added |
| Baldwin Brothers Inc | 5,146 | $372.7K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,129 | $371.5K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 5,080 | $370.1K | 0.17% | −100−1.9% | Reduced |
| Garde Capital, Inc. | 5,111 | $370.0K | 0.03% | +1,318+34.7% | Added |
| Chilton Capital Management LLC | 5,094 | $369.0K | 0.02% | +4,040+383.3% | Added |
| Premier Path Wealth Partners, LLC | 5,089 | $368.6K | 0.08% | +5,089 | New |
| 1st Source Bank | 5,071 | $367.3K | 0.02% | +387+8.3% | Added |
| Cim Investment Mangement Inc | 5,069 | $367.1K | 0.12% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,955 | $365.9K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 5,051 | $365.8K | 0.13% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,049 | $365.7K | 0.09% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 5,047 | $365.5K | 0.13% | −37−0.7% | Reduced |
| Community Bank of Raymore | 5,039 | $365.0K | 0.16% | −176−3.4% | Reduced |
| Ancora Advisors, LLC | 5,015 | $363.2K | 0.01% | −108−2.1% | Reduced |
| Cobblestone Asset Management LLC | 4,982 | $360.8K | 0.27% | +138+2.8% | Added |
| Archer Investment Corp | 4,970 | $360.0K | 0.12% | +60+1.2% | Added |
| Montag & Caldwell, LLC | 4,963 | $359.5K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 4,957 | $359.0K | 0.06% | +460+10.2% | Added |
| Arthur M. Cohen & Associates, LLC | 4,955 | $358.9K | 0.08% | −1,115−18.4% | Reduced |
| Institute for Wealth Management, LLC. | 4,950 | $358.5K | 0.06% | −50−1.0% | Reduced |