# MONDELEZ INTL INC (MDLZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDLZ/

- Reporting holders: 86
- Reported value: $195.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $113.7M | 1,965,985 | 1.9% | 6 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $22.3M | 386,091 | 0.3% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $6.4M | 110,321 | 0.6% | 32 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $5.6M | 96,386 | 4.3% | 16 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $4.8M | 82,227 | 1.9% | 2 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.6M | 44,232 | 0.0% | 10 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.1M | 36,541 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 34,060 | 0.0% | 16 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.9M | 33,551 | 0.6% | 14 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.7M | 29,784 | 0.0% | 12 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.7M | 29,594 | 0.1% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $1.7M | 29,344 | 0.3% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 27,040 | 0.0% | 32 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $1.5M | 25,452 | 0.3% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.4M | 24,645 | 0.0% | 28 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $1.4M | 23,696 | 0.8% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.4M | 23,634 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 18,451 | 0.0% | 20 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.1M | 19,065 | 0.1% | 20 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $875.9K | 15,149 | 0.6% | 4 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $834.3K | 14,429 | 0.3% | 18 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $792.2K | 13,701 | 0.2% | 3 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $781.1K | 13,509 | 0.1% | 32 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $708.8K | 12,259 | 0.7% | 13 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $702.8K | 12,155 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 86 | $195.2M |
| Q2 2026 | 1,909 | $69.8B |
| Q1 2026 | 1,909 | $65.2B |
| Q4 2025 | 1,867 | $60.7B |
| Q3 2025 | 1,941 | $72.4B |
| Q2 2025 | 1,999 | $74.3B |
| Q1 2025 | 2,011 | $73.3B |
| Q4 2024 | 1,997 | $63.3B |
| Q3 2024 | 1,994 | $82.2B |
| Q2 2024 | 1,970 | $73.8B |
| Q1 2024 | 1,997 | $82.2B |
| Q4 2023 | 2,015 | $82.4B |

