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 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $74.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,581
shares
|
$319,753
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,579
shares
|
$319,614
0.03% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,576
shares
|
$319,404
0.12% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
4,574
shares
|
$319,265
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,570
shares
|
$318,986
0.02% of portfolio
|
Q2 2024
Reduced 57.17%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
4,551
shares
|
$317,659
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,546
shares
|
$317,310
0.19% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
4,542
shares
|
$317,031
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
4,539
shares
|
$316,822
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,528
shares
|
$316,054
0.12% of portfolio
|
Q3 2021
Added 69.33%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
4,507
shares
|
$314,588
0.27% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,505
shares
|
$314,449
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
4,500
shares
|
$314,100
0.15% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,496
shares
|
$313,820
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,492
shares
|
$313,541
0.08% of portfolio
|
Q1 2025
Reduced 47.71%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,491
shares
|
$313,471
0.06% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,474
shares
|
$312,285
0.19% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
4,472
shares
|
$312,145
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,466
shares
|
$311,726
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,463
shares
|
$311,517
0.13% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
4,445
shares
|
$310,261
0.01% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
4,439
shares
|
$309,842
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
4,434
shares
|
$309,493
0.3% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
4,429
shares
|
$309,144
0.0% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,427
shares
|
$309,004
0.12% of portfolio
|
Q4 2023
New holding
|