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 2,169 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $58.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,679
shares
|
$211,248
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,678
shares
|
$211,190
0.08% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
3,668
shares
|
$210,616
0.62% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
3,662
shares
|
$210,272
0.21% of portfolio
|
Q4 2024
Reduced 39.74%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,656
shares
|
$209,927
0.11% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$209,870
0.03% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,650
shares
|
$209,583
0.07% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,649
shares
|
$209,525
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
3,649
shares
|
$209,525
0.06% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,645
shares
|
$209,295
0.03% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,643
shares
|
$209,181
0.03% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
3,641
shares
|
$209,066
0.04% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
3,637
shares
|
$208,836
0.06% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,630
shares
|
$208,434
0.04% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,627
shares
|
$208,262
0.05% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
3,625
shares
|
$208,147
0.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
3,600
shares
|
$206,712
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$206,712
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,600
shares
|
$206,712
0.02% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,592
shares
|
$206,252
0.07% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,589
shares
|
$206,080
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,588
shares
|
$206,022
0.01% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,575
shares
|
$205,276
0.17% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,571
shares
|
$205,046
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,568
shares
|
$204,874
0.01% of portfolio
|
Q3 2024
Added 174.04%
|