Mondelez International (MDLZ) Institutional Ownership

$70.69
-1.25 (-1.74%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Mondelez International (NASDAQ:MDLZ)

Current
Institutional Ownership
Percentage
78.32%
Number of
Institutional Buyers
(last 12 months)
1198
Total
Institutional Inflows
(last 12 months)
$9.27B
Number of
Institutional Sellers
(last 12 months)
972
Total
Institutional Outflows
(last 12 months)
$8.74B
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MDLZ Institutional Buying and Selling by Quarter

Mondelez International Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Janney Montgomery Scott LLC454,343$31.80M0.1%-7.5%0.034%
5/1/2024Blue Trust Inc.33,666$2.36M0.0%-36.8%0.003%
5/1/2024Source Financial Advisors LLC3,120$218K0.1%+7.2%0.000%
5/1/2024Mirae Asset Global Investments Co. Ltd.1,282,593$88.80M0.2%-2.8%0.095%
5/1/2024Prosperity Consulting Group LLC6,240$437K0.1%-27.1%0.000%
5/1/2024 Mission Wealth Management LP11,980$839K0.0%+42.5%0.001%
5/1/2024 Parthenon LLC175,328$12.27M1.6%-0.1%0.013%
5/1/2024 Wambolt & Associates LLC37,390$2.61M0.8%+22.8%0.003%
5/1/2024 Northcape Wealth Management LLC25,395$1.78M0.6%+109.3%0.002%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.203,117$14.22M1.1%-3.3%0.015%
5/1/2024 Sequoia Financial Advisors LLC22,461$1.57M0.0%-18.5%0.002%
5/1/2024 Lineweaver Wealth Advisors LLC23,302$1.63M0.4%-4.0%0.002%
5/1/2024 Diversify Advisory Services LLC23,065$1.61M0.1%N/A0.002%
5/1/2024 SeaBridge Investment Advisors LLC26,654$1.87M0.5%-4.5%0.002%
4/30/2024 Private Advisor Group LLC54,832$3.84M0.0%-0.7%0.004%
4/30/2024 J.W. Cole Advisors Inc.9,937$696K0.0%+8.8%0.001%
4/30/2024 Hartline Investment Corp8,538$598K0.1%N/A0.001%
4/30/2024 Retirement Systems of Alabama297,187$20.80M0.1%-0.9%0.022%
4/30/2024 Norden Group LLC8,695$609K0.0%+39.8%0.001%
4/30/2024 Dillon & Associates Inc.29,206$2.04M0.3%-3.0%0.002%
4/30/2024 Culbertson A N & Co. Inc.80,186$5.61M1.0%-1.5%0.006%
4/30/2024 Van ECK Associates Corp135,576$9.49M0.0%-1.3%0.010%
4/30/2024 SWS Partners30,840$2.16M0.6%-0.5%0.002%
4/30/2024 HB Wealth Management LLC61,520$4.31M0.1%+77.5%0.005%
4/30/2024 Mitchell Sinkler & Starr PA16,949$1.19M0.3%+23.3%0.001%
4/30/2024Concord Wealth Partners803$56K0.0%-30.4%0.000%
4/30/2024 Vest Financial LLC3,292$230K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors5,618$393K0.0%-3.5%0.000%
4/30/2024 Camden National Bank113,923$7.98M1.4%-1.7%0.008%
4/30/2024 Mill Capital Management LLC67,432$4.72M0.4%-2.0%0.005%
4/30/2024 Caprock Group LLC27,548$1.94M0.1%+5.5%0.002%
4/30/2024 Perigon Wealth Management LLC14,024$982K0.0%+4.9%0.001%
4/30/2024 SkyOak Wealth LLC2,954$207K0.0%-12.1%0.000%
4/30/2024 OFI Invest Asset Management479,649$31.09M0.8%+2.5%0.036%
4/30/2024 Stock Yards Bank & Trust Co.367,834$25.75M0.9%+0.9%0.027%
4/29/2024Commonwealth Equity Services LLC449,533$31.47M0.1%-1.2%0.033%
4/29/2024 Mcdaniel Terry & Co.7,245$507K0.0%+4.1%0.001%
4/29/2024 FAS Wealth Partners Inc.4,142$290K0.0%+5.9%0.000%
4/29/2024 Boyd Watterson Asset Management LLC OH5,968$418K0.2%-3.6%0.000%
4/29/2024 Greenleaf Trust307,083$21.50M0.2%-1.0%0.023%
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4/29/2024 Principal Financial Group Inc.1,517,155$106.20M0.1%-1.0%0.113%
4/29/2024 Benjamin F. Edwards & Company Inc.410,506$28.74M0.5%+4.7%0.030%
4/29/2024 Heritage Investors Management Corp118,922$8.33M0.3%+0.8%0.009%
4/29/2024 RWA Wealth Partners LLC14,642$1.03M0.0%-3.1%0.001%
4/29/2024 Phillips Wealth Planners LLC6,357$419K0.5%-4.3%0.000%
4/29/2024 Tower Bridge Advisors81,190$5.68M0.6%-32.3%0.006%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI3,021$211K0.0%N/A0.000%
4/29/2024 PBMares Wealth Management LLC8,509$596K0.2%-8.9%0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.550,300$38.52M0.3%-14.8%0.041%
4/29/2024 Union Savings Bank9,688$678K0.4%+17.4%0.001%
4/29/2024 Harbor Advisory Corp MA3,786$265K0.1%-16.6%0.000%
4/29/2024 China Universal Asset Management Co. Ltd.6,073$427K0.1%+124.3%0.000%
4/29/2024 Newman Dignan & Sheerar Inc.14,447$1.01M0.3%-1.5%0.001%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC32,639$2.29M0.6%+0.8%0.002%
4/27/2024 Conning Inc.538,716$37.64M1.2%+12.3%0.040%
4/27/2024 Foster Victor Wealth Advisors LLC72,503$4.84M0.4%+4.9%0.005%
4/27/2024 Signature Wealth Management Partners LLC9,843$689K0.6%-3.5%0.001%
4/26/2024 Pinnacle Associates Ltd.116,924$8.19M0.1%-3.3%0.009%
4/26/2024 Sterling Investment Counsel LLC6,990$489K0.2%+10.1%0.001%
4/26/2024 Securian Asset Management Inc.79,306$5.55M0.2%-7.9%0.006%
4/26/2024 Aspen Investment Management Inc15,822$1.11M0.6%-1.7%0.001%
4/26/2024 BLB&B Advisors LLC9,579$671K0.0%-3.8%0.001%
4/26/2024 Pavion Blue Capital LLC86,432$6.05M3.0%-0.2%0.006%
4/26/2024 UMB Bank n.a.134,285$9.40M0.1%+18.7%0.010%
4/26/2024 LifeSteps Financial Inc.2,029$142K0.1%N/A0.000%
4/26/2024 Cottonwood Capital Advisors LLC4,231$279K0.2%-13.1%0.000%
4/26/2024 Northwest Bancshares Inc.8,328$583K0.1%-1.8%0.001%
4/26/2024 Yousif Capital Management LLC170,403$11.93M0.1%-4.4%0.013%
4/26/2024 Schmidt P J Investment Management Inc.4,630$324K0.1%-25.8%0.000%
4/26/2024 YHB Investment Advisors Inc.44,778$3.13M0.3%+1.3%0.003%
4/26/2024 SlateStone Wealth LLC3,540$248K0.0%-14.9%0.000%
4/26/2024 ZWJ Investment Counsel Inc.585,278$40.97M1.9%-0.3%0.043%
4/26/2024 Opus Capital Group LLC8,857$620K0.1%-11.6%0.001%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.343,859$24.07M1.5%-1.4%0.026%
4/26/2024 First National Trust Co38,140$2.67M0.1%-3.3%0.003%
4/26/2024 McKinley Carter Wealth Services Inc.23,660$1.66M0.1%+1.1%0.002%
4/26/2024 Guardian Investment Management12,550$878K0.7%+900.0%0.001%
4/26/2024 Clear Creek Financial Management LLC5,840$409K0.1%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC9,517$668K0.1%-4.3%0.001%
4/26/2024 Sumitomo Life Insurance Co.27,498$1.93M0.0%-3.8%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.20,681$1.45M0.0%N/A0.002%
4/26/2024 MONECO Advisors LLC5,236$367K0.1%+10.9%0.000%
4/26/2024 TI Trust Inc.8,112$568K0.4%+11.4%0.001%
4/26/2024 KG&L Capital Management LLC2,897$203K0.1%-7.7%0.000%
4/26/2024 Checchi Capital Advisers LLC16,407$1.15M0.1%+1.1%0.001%
4/26/2024 Tritonpoint Wealth LLC153,988$10.73M1.1%+0.3%0.011%
4/26/2024 Bogart Wealth LLC546$38K0.0%+52.1%0.000%
4/25/2024 New York State Teachers Retirement System1,230,566$86.14M0.2%-4.2%0.091%
4/25/2024 Adell Harriman & Carpenter Inc.141,659$9.92M0.8%+5.6%0.011%
4/25/2024 Bank of New York Mellon Corp10,796,277$755.74M0.1%-16.7%0.802%
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4/25/2024 Villere ST Denis J & Co. LLC361,846$25.33M2.0%-1.4%0.027%
4/25/2024 Strategy Asset Managers LLC8,096$567K0.1%-44.6%0.001%
4/25/2024 Equitable Trust Co.16,952$1.19M0.1%+9.7%0.001%
4/25/2024 Advocate Group LLC19,386$1.36M0.3%-45.0%0.001%
4/25/2024 Capital Investment Advisory Services LLC18,098$1.27M0.1%-3.6%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 696,968$48.79M0.2%+21.8%0.052%
4/25/2024 MTM Investment Management LLC8,388$587K0.2%+2.7%0.001%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund197,195$13.80M0.2%+0.2%0.015%
4/25/2024 Aaron Wealth Advisors LLC10,978$768K0.1%-7.1%0.001%
4/25/2024 Smallwood Wealth Investment Management LLC11,768$824K0.6%+1.9%0.001%
(Data available from 1/1/2016 forward)

MDLZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDLZ shares?

During the previous two years, 2,041 institutional investors and hedge funds held shares of Mondelez International. The most heavily invested institutionals were Vanguard Group Inc. ($8.99B), BlackRock Inc. ($7.32B), State Street Corp ($4.36B), Price T Rowe Associates Inc. MD ($2.64B), Capital Research Global Investors ($2.19B), FMR LLC ($2.03B), and Geode Capital Management LLC ($1.88B).Learn more on MDLZ's institutional investors.

What percentage of Mondelez International stock is owned by institutional investors?

78.32% of Mondelez International stock is owned by institutional investors. Learn more on MDLZ's institutional investor holdings.

Which institutional investors have been buying Mondelez International stock?

Of the 1,727 institutional investors that purchased Mondelez International stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($25.65M), Norges Bank ($17.00M), Price T Rowe Associates Inc. MD ($12.05M), Capital Research Global Investors ($11.32M), BlackRock Inc. ($9.76M), FMR LLC ($7.22M), and Vanguard Group Inc. ($5.99M).

How much institutional buying is happening at Mondelez International?

Institutional investors have bought a total of 231,410,475 shares in the last 24 months. This purchase volume represents approximately $15.59B in transactions.

Which Mondelez International major shareholders have been selling company stock?

Of the 1,354 institutional investors that sold Mondelez International stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($41.11M), Wellington Management Group LLP ($12.98M), Lindsell Train Ltd ($9.11M), Parnassus Investments LLC ($8.16M), Nordea Investment Management AB ($6.88M), Diamond Hill Capital Management Inc. ($5.55M), and Capital World Investors ($4.46M).

How much institutional selling is happening at Mondelez International?

Institutional investors have sold a total of 210,196,057 shares in the last 24 months. This volume of shares sold represents approximately $14.20B in transactions.


This page (NASDAQ:MDLZ) was last updated on 5/2/2024 by MarketBeat.com Staff

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