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 $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
20,524
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
20,416
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
20,356
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
20,327
shares
|
$1.32 Million
0.33% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,310
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
20,236
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
20,180
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
19,959
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
19,872
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2023
Added 11.63%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
19,830
shares
|
$1.29 Million
0.79% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
19,810
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
19,795
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
19,762
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,757
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
19,583
shares
|
$1.27 Million
0.73% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
19,500
shares
|
$1.27 Million
2.21% of portfolio
|
Q2 2023
Reduced 27.78%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
19,479
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2024
Reduced 60.97%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
19,474
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
19,426
shares
|
$1.26 Million
0.65% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
19,389
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
19,305
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Csu Producer Resources, Inc.
|
Nov 07, 2024 Q3 2024 |
19,250
shares
|
$1.25 Million
4.52% of portfolio
|
Q2 2020
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
19,241
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
19,152
shares
|
$1.25 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
19,121
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2024
Reduced 14.87%
|