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, Q1 2024
Institutional positions in Mondelez International, Inc. as of Mar 31, 2024. 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
- 1,993
- +24 vs. Q4 2023
- Shares held
- 1.07B
- −572.4K (−0.1%) vs. Q4 2023
- Total value
- $74.7B
- −$2.62B (−3.4%) vs. Q4 2023
- New holders
- 141
- 740 more added
- Sold out
- 117
- 782 more reduced
33 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mondelez International, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 5,273 | $369.1K | 0.12% | −20.0% | Reduced |
| Delta Investment Management, LLC | 5,275 | $369.3K | 0.08% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5,304 | $371.2K | 0.04% | +460+9.5% | Added |
| Chicago Partners Investment Group LLC | 5,264 | $372.4K | 0.02% | −6−0.1% | Reduced |
| Spinnaker Investment Group, LLC | 5,328 | $373.0K | 0.10% | +37+0.7% | Added |
| Summit Wealth Partners, LLC | 5,333 | $373.3K | 0.08% | 00.0% | Unchanged |
| Wright Investors Service Inc | 5,365 | $375.6K | 0.10% | +5,365 | New |
| Aristotle Capital Management, LLC | 5,379 | $376.5K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,390 | $377.3K | 0.07% | −32−0.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,399 | $377.9K | 0.36% | −3−0.1% | Reduced |
| Idaho Trust Bank | 5,399 | $377.9K | 0.36% | +5,399 | New |
| Ballast, Inc. | 5,406 | $378.4K | 0.12% | +355+7.0% | Added |
| Exencial Wealth Advisors, LLC | 5,413 | $378.9K | 0.01% | −293−5.1% | Reduced |
| FSM Wealth Advisors, LLC | 5,425 | $379.8K | 0.13% | −252−4.4% | Reduced |
| 4Thought Financial Group Inc. | 5,456 | $381.9K | 0.25% | +32+0.6% | Added |
| Center for Financial Planning, Inc. | 5,470 | $382.9K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5,482 | $383.7K | 0.39% | −759−12.2% | Reduced |
| Citadel Investment Advisory, Inc. | 5,480 | $384.0K | 0.22% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 5,508 | $385.6K | 0.16% | +5,508 | New |
| Alpha Cubed Investments, LLC | 5,513 | $385.9K | 0.02% | +845+18.1% | Added |
| Coastal Investment Advisors, Inc. | 5,523 | $386.6K | 0.08% | −173−3.0% | Reduced |
| Marshall Financial Group LLC | 5,549 | $388.4K | 0.11% | 00.0% | Unchanged |
| First Western Trust Bank | 5,555 | $388.9K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,582 | $390.7K | 0.02% | +380+7.3% | Added |
| Drive Wealth Management, LLC | 5,568 | $392.1K | 0.11% | +177+3.3% | Added |
| CoreFirst Bank & Trust | 5,614 | $393.0K | 0.25% | −90−1.6% | Reduced |
| Arkadios Wealth Advisors | 5,618 | $393.3K | 0.03% | −206−3.5% | Reduced |
| Charter Trust Co | 5,632 | $394.2K | 0.03% | +882+18.6% | Added |
| Proequities, Inc. | 5,606 | $394.8K | 0.03% | −2,415−30.1% | Reduced |
| HF Advisory Group, LLC | 5,649 | $395.5K | 0.22% | +33+0.6% | Added |
| Legacy Edge Advisors, LLC | 5,650 | $395.5K | 0.08% | −3,178−36.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,668 | $396.8K | 0.19% | −1,385−19.6% | Reduced |
| Israel Discount Bank of New York | 5,670 | $396.9K | 0.49% | −4,182−42.4% | Reduced |
| Gratus Capital LLC | 5,695 | $398.6K | 0.02% | +2,219+63.8% | Added |
| Allegheny Financial Group LTD | 5,708 | $399.5K | 0.12% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 5,700 | $400.1K | 0.32% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,728 | $401.0K | 0.03% | +182+3.3% | Added |
| Morris Retirement Advisors, LLC | 5,736 | $401.5K | 0.24% | −686−10.7% | Reduced |
| Ellenbecker Investment Group | 5,752 | $402.7K | 0.08% | +22+0.4% | Added |
| Platte River Wealth Advisors, LLC | 5,756 | $402.9K | 0.11% | −1,000−14.8% | Reduced |
| Meritage Portfolio Management | 5,757 | $403.0K | 0.03% | +5+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,761 | $404.0K | 0.02% | +321+5.9% | Added |
| Wealth Group, Ltd. | 5,769 | $404.0K | 0.31% | +5,769 | New |
| Excalibur Management Corp | 5,779 | $404.5K | 0.17% | +699+13.8% | Added |
| Formidable Asset Management, LLC | 5,785 | $404.6K | 0.07% | +1,908+49.2% | Added |
| Naples Global Advisors, LLC | 5,785 | $407.4K | 0.04% | +26+0.5% | Added |
| Evermay Wealth Management LLC | 5,812 | $408.7K | 0.06% | +149+2.6% | Added |
| Clear Creek Financial Management, LLC | 5,840 | $408.8K | 0.05% | +5,840 | New |
| Western Wealth Management, LLC | 5,846 | $409.2K | 0.03% | −106−1.8% | Reduced |
| Sage Private Wealth Group, LLC | 5,849 | $409.5K | 0.33% | −262−4.3% | Reduced |
| Flagship Harbor Advisors, LLC | 5,852 | $409.7K | 0.03% | −205−3.4% | Reduced |
| Old Second National Bank of Aurora | 5,884 | $411.9K | 0.11% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,911 | $413.8K | 0.23% | +31+0.5% | Added |
| Sovereign Financial Group, Inc. | 5,920 | $414.4K | 0.11% | +275+4.9% | Added |
| River Wealth Advisors LLC | 5,923 | $414.6K | 0.06% | +5,923 | New |
| Monograph Wealth Advisors, LLC | 5,900 | $415.5K | 0.06% | +5,900 | New |
| Americana Partners, LLC | 5,948 | $416.4K | 0.03% | +1,432+31.7% | Added |
| LGT Fund Management Co Ltd. | 5,950 | $416.5K | 0.17% | −5,200−46.6% | Reduced |
| Advisory Alpha, LLC | 5,955 | $416.9K | 0.02% | +1,393+30.5% | Added |
| Capital Analysts, LLC | 5,959 | $417.0K | 0.02% | +49+0.8% | Added |
| Summit Financial Group Inc | 5,960 | $417.2K | 0.15% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,968 | $417.8K | 0.15% | −224−3.6% | Reduced |
| Phillips Wealth Planners LLC | 6,357 | $419.4K | 0.48% | −288−4.3% | Reduced |
| Winton Group Ltd | 5,997 | $419.8K | 0.03% | +5,997 | New |
| Holistic Financial Partners | 6,002 | $420.1K | 0.21% | −222−3.6% | Reduced |
| Gries Financial LLC | 6,027 | $421.9K | 0.07% | +689+12.9% | Added |
| McGowan Group Asset Management, Inc. | 6,030 | $422.1K | 0.06% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,046 | $423.2K | 0.24% | +2,986+97.6% | Added |
| Eagle Wealth Strategies LLC | 6,070 | $423.5K | 0.34% | +6,070 | New |
| Ransom Advisory, Ltd | 6,056 | $423.9K | 0.23% | +6,056 | New |
| Old Point Trust & Financial Services N A | 6,060 | $424.2K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,064 | $424.5K | 0.15% | +209+3.6% | Added |
| Lakeshore Financial Planning, Inc. | 6,068 | $424.8K | 0.21% | −133−2.1% | Reduced |
| Sheets Smith Wealth Management | 6,085 | $426.0K | 0.05% | +20.0% | Added |
| China Universal Asset Management Co., Ltd. | 6,073 | $427.4K | 0.05% | +3,366+124.3% | Added |
| SC&H Financial Advisors, Inc. | 6,111 | $427.8K | 0.11% | −6−0.1% | Reduced |
| Vista Investment Partners LLC | 6,119 | $428.3K | 0.15% | +8+0.1% | Added |
| Lakeside Advisors, INC. | 6,163 | $431.4K | 0.28% | −200−3.1% | Reduced |
| Wolverine Trading, LLC | 6,173 | $432.1K | 0.00% | −7,633−55.3% | Reduced |
| TRUE Private Wealth Advisors | 6,190 | $433.3K | 0.05% | −16−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,190 | $433.3K | 0.07% | 00.0% | Unchanged |
| Aviso Wealth Management | 6,193 | $433.5K | 0.27% | +1,935+45.4% | Added |
| Pflug Koory, LLC | 6,216 | $435.1K | 0.21% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 6,235 | $436.4K | 0.15% | +6,235 | New |
| VeraBank, N.A. | 6,236 | $436.5K | 0.14% | −9−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 6,240 | $436.8K | 0.05% | −2,323−27.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,268 | $438.8K | 0.08% | −1,102−15.0% | Reduced |
| Aries Wealth Management | 6,271 | $439.0K | 0.14% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,276 | $439.3K | 0.11% | −2,484−28.4% | Reduced |
| Quotient Wealth Partners, LLC | 6,279 | $439.5K | 0.02% | +1,992+46.5% | Added |
| C2C Wealth Management, LLC | 6,309 | $441.6K | 0.44% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,355 | $445.1K | 0.15% | +25+0.4% | Added |
| IFG Advisors, LLC | 6,372 | $446.0K | 0.12% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 6,379 | $446.5K | 0.30% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 6,385 | $447.0K | 0.12% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,461 | $452.3K | 0.05% | −138−2.1% | Reduced |
| Atomi Financial Group, Inc. | 6,481 | $453.7K | 0.04% | +495+8.3% | Added |
| Sciencast Management LP | 6,518 | $456.3K | 0.28% | +6,518 | New |
| Curbstone Financial Management Corp | 6,520 | $456.4K | 0.10% | +150+2.4% | Added |
| Fundamentun, LLC | 6,523 | $456.6K | 0.04% | −46,502−87.7% | Reduced |