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 2,287 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,869
shares
|
$795,046
1.44% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
12,851
shares
|
$793,934
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
12,815
shares
|
$791,710
0.2% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
12,804
shares
|
$791,031
0.06% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
12,761
shares
|
$788,374
0.01% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
12,709
shares
|
$785,162
0.15% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,657
shares
|
$781,949
0.03% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,652
shares
|
$781,640
0.11% of portfolio
|
Q4 2023
Added 2.43%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
12,610
shares
|
$779,045
0.03% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
12,609
shares
|
$778,984
0.68% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,606
shares
|
$778,798
0.04% of portfolio
|
Q2 2025
Added 59.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
12,591
shares
|
$777,871
0.39% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
12,537
shares
|
$774,535
0.07% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
12,378
shares
|
$764,712
0.16% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,361
shares
|
$763,662
0.04% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
12,316
shares
|
$760,882
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,278
shares
|
$758,534
0.06% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,263
shares
|
$757,608
0.22% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
12,236
shares
|
$755,940
0.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,188
shares
|
$752,974
0.21% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,064
shares
|
$745,313
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
12,053
shares
|
$744,634
0.03% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
12,041
shares
|
$743,892
0.61% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
12,008
shares
|
$741,854
0.43% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
12,001
shares
|
$741,421
0.05% of portfolio
|
Q2 2025
Reduced 6.22%
|