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 2,245 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 $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
825
shares
|
$55,538
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
819
shares
|
$55,135
0.01% of portfolio
|
Q4 2024
Added 158.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
813
shares
|
$54,731
0.03% of portfolio
|
Q3 2023
Reduced 42.54%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
808
shares
|
$54,394
0.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
789
shares
|
$53,115
0.01% of portfolio
|
Q2 2023
Reduced 19.24%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
775
shares
|
$52,172
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
773
shares
|
$52,038
0.01% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
768
shares
|
$51,701
0.02% of portfolio
|
Q4 2024
Added 53.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
764
shares
|
$51,432
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
761
shares
|
$51,230
0.02% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
761
shares
|
$51,230
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
751
shares
|
$50,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
750
shares
|
$50,489
0.03% of portfolio
|
Q2 2022
Reduced 44.44%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
740
shares
|
$49,816
0.08% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
735
shares
|
$49,480
0.03% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
730
shares
|
$49,143
0.04% of portfolio
|
Q1 2025
Added 461.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
729
shares
|
$49,076
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
728
shares
|
$49,008
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
725
shares
|
$48,806
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
720
shares
|
$48,470
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
715
shares
|
$48,133
0.03% of portfolio
|
Q2 2021
Reduced 5.8%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
715
shares
|
$48,133
0.0% of portfolio
|
Q4 2023
Reduced 8.22%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
702
shares
|
$47,258
0.01% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
700
shares
|
$47,123
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
694
shares
|
$46,720
0.0% of portfolio
|
Q2 2024
Reduced 15.88%
|