Institutional Ownership Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ). We have compiled data on the 2,197 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
33,712
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
33,698
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
33,629
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
33,566
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
33,495
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
33,456
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
33,415
shares
|
$2.17 Million
0.52% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
33,210
shares
|
$2.16 Million
0.59% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,708
shares
|
$2.13 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
32,683
shares
|
$2.13 Million
0.37% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
32,676
shares
|
$2.13 Million
0.2% of portfolio
|
Q3 2024
Added 220.29%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
32,641
shares
|
$2.12 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,528
shares
|
$2.12 Million
0.43% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
32,431
shares
|
$2.11 Million
0.5% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,321
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
32,027
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
32,010
shares
|
$2.08 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
31,960
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
31,900
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 78.28%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
31,559
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2023
Reduced 12.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,473
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
31,429
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
31,371
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
31,176
shares
|
$2.03 Million
1.24% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
31,097
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2021
Reduced 13.99%
|