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 2,255 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $68.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,258
shares
|
$410,837
0.04% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,237
shares
|
$409,459
0.07% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,225
shares
|
$408,671
0.07% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
6,213
shares
|
$407,883
0.24% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
6,187
shares
|
$406,176
0.02% of portfolio
|
Q1 2024
Reduced 93.96%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
6,181
shares
|
$405,782
0.14% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,178
shares
|
$405,585
0.01% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
6,132
shares
|
$402,565
0.2% of portfolio
|
Q4 2024
Reduced 23.03%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,130
shares
|
$402,434
0.11% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
6,103
shares
|
$400,661
0.25% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
6,102
shares
|
$400,596
0.05% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
6,098
shares
|
$400,333
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,093
shares
|
$400,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,084
shares
|
$399,414
0.11% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
6,037
shares
|
$396,329
0.15% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,019
shares
|
$395,147
0.03% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,005
shares
|
$394,228
0.05% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,995
shares
|
$393,571
0.01% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
5,965
shares
|
$391,602
0.32% of portfolio
|
Q4 2024
Reduced 48.43%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
5,964
shares
|
$391,536
0.07% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,960
shares
|
$391,274
0.15% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,947
shares
|
$390,420
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
5,944
shares
|
$390,223
0.14% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
5,922
shares
|
$388,779
0.13% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
5,918
shares
|
$388,516
0.17% of portfolio
|
Q1 2025
Added 3.79%
|