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 $68.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,668
shares
|
$291,609
0.07% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
4,657
shares
|
$290,922
0.05% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
4,653
shares
|
$290,672
0.07% of portfolio
|
Q2 2025
New holding
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,649
shares
|
$290,423
0.17% of portfolio
|
Q2 2025
New holding
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,626
shares
|
$288,986
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,618
shares
|
$288,486
0.07% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,609
shares
|
$287,924
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
4,607
shares
|
$287,799
0.1% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,606
shares
|
$287,736
0.03% of portfolio
|
Q1 2024
Reduced 49.42%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
4,595
shares
|
$287,049
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
4,589
shares
|
$286,674
0.04% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,581
shares
|
$286,175
0.06% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,576
shares
|
$285,862
0.12% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
4,574
shares
|
$285,737
0.02% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,574
shares
|
$285,737
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,570
shares
|
$285,487
0.02% of portfolio
|
Q2 2024
Reduced 57.17%
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,546
shares
|
$283,988
0.19% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
4,532
shares
|
$283,114
0.01% of portfolio
|
Q2 2025
Added 15.64%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,528
shares
|
$282,864
0.12% of portfolio
|
Q3 2021
Added 69.33%
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
4,507
shares
|
$281,552
0.28% of portfolio
|
Q4 2024
Added 3.18%
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,505
shares
|
$281,427
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
4,499
shares
|
$281,052
0.06% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,496
shares
|
$280,865
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,496
shares
|
$280,865
0.03% of portfolio
|
Q2 2025
Added 21.06%
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
4,492
shares
|
$280,615
0.09% of portfolio
|
Q2 2025
Added 9.72%
|