MONDELEZ INTL INC (MDLZ)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
86
Reporting holders
$195.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,823
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $113.7M | 1,965,985 | 1.90% | 6q | -3.8%-$4.5M |
| Douglas Lane & Associates, LLC | $22.3M | 386,091 | 0.30% | 32q | +37.0%+$6.0M |
| TOTH FINANCIAL ADVISORY CORP | $6.4M | 110,321 | 0.64% | 32q | -1.3%-$84.4K |
| Kennon-Green & Company, LLC | $5.6M | 96,386 | 4.27% | 16q | +5.1%+$271.6K |
| Deane Retirement Strategies, Inc. | $4.8M | 82,227 | 1.95% | 2q | HELD |
| Apella Capital, LLC | $2.6M | 44,232 | 0.03% | 10q | +11.9%+$280.1K |
| GAMMA Investing LLC | $2.1M | 36,541 | 0.07% | 12q | +10.3%+$196.5K |
| Farther Finance Advisors, LLC | $2.0M | 34,060 | 0.01% | 16q | +8.2%+$149.9K |
| PFW Advisors LLC | $1.9M | 33,551 | 0.58% | 14q | HELD |
| SAPIENT CAPITAL LLC | $1.7M | 29,784 | 0.02% | 12q | -51.6%-$1.9M |
| YHB Investment Advisors, Inc. | $1.7M | 29,594 | 0.11% | 32q | -3.7%-$65.2K |
| Iowa State Bank | $1.7M | 29,344 | 0.29% | 16q | -3.2%-$55.7K |
| Valeo Financial Advisors, LLC | $1.6M | 27,040 | 0.03% | 32q | -16.0%-$296.7K |
| KFA Private Wealth Group, LLC | $1.5M | 25,452 | 0.35% | 4q | HELD |
| Venture Visionary Partners LLC | $1.4M | 24,645 | 0.04% | 28q | +0.5%+$7.3K |
| Davis Capital Management | $1.4M | 23,696 | 0.82% | 13q | -1.8%-$25.8K |
| EASTERN BANK | $1.4M | 23,634 | 0.02% | 9q | -11.3%-$174.4K |
| Wedmont Private Capital | $1.1M | 18,451 | 0.03% | 20q | +33.3%+$279.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 19,065 | 0.10% | 20q | -46.4%-$952.8K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $875.9K | 15,149 | 0.63% | 4q | +1.7%+$14.3K |
| Greenfield Savings Bank | $834.3K | 14,429 | 0.32% | 18q | -2.5%-$21.5K |
| Gerald Baker Financial Group LLC | $792.2K | 13,701 | 0.22% | 3q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $781.1K | 13,509 | 0.06% | 32q | HELD |
| Peoples Bank/KS | $708.8K | 12,259 | 0.69% | 13q | HELD |
| Quintet Private Bank (Europe) S.A. | $702.8K | 12,155 | 0.03% | 16q | HELD |
| Legacy Wealth Asset Management, LLC | $685.2K | 11,851 | 0.15% | 24q | -3.7%-$26.3K |
| Wealth Enhancement Trust Services, Inc. | $670.2K | 11,592 | 0.07% | 4q | -63.5%-$1.2M |
| Dorato Capital Management | $656.1K | 11,050 | 0.44% | 4q | +20.8%+$113.1K |
| Exchange Bank | $597.2K | 10,328 | 0.37% | 14q | -2.4%-$14.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $571.2K | 9,880 | 0.01% | 32q | -22.9%-$169.6K |
| HF Advisory Group, LLC | $543.8K | 9,406 | 0.16% | 16q | -1.6%-$9.1K |
| Boltwood Capital Management | $540.9K | 9,355 | 0.12% | 32q | -29.9%-$231.0K |
| Montecito Bank & Trust | $483.0K | 8,353 | 0.07% | 31q | HELD |
| LAWOOD & CO | $476.9K | 8,248 | 0.33% | 4q | -3.3%-$16.5K |
| Central Pacific Bank - Trust Division | $474.6K | 8,209 | 0.05% | 11q | -38.2%-$293.7K |
| Grove Bank & Trust | $463.6K | 8,018 | 0.05% | 32q | -2.1%-$9.9K |
| Castle Rock Wealth Management, LLC | $457.1K | 7,667 | 0.09% | 24q | HELD |
| Rosenberg Matthew Hamilton | $425.3K | 7,355 | 0.08% | 27q | +1.1%+$4.8K |
| Hickory Point Bank & Trust | $411.8K | 7,122 | 0.25% | 8q | -3.5%-$15.1K |
| MRA Advisory Group | $407.3K | 7,045 | 0.15% | 24q | HELD |
| PARK NATIONAL CORP /OH/ | $405.3K | 7,010 | 0.01% | 32q | HELD |
| Bath Savings Trust Co | $393.8K | 6,810 | 0.04% | 32q | HELD |
| TOMPKINS FINANCIAL CORP | $355.0K | 6,139 | 0.03% | 31q | -1.1%-$4.0K |
| Avidian Wealth Enterprises, LLC | $351.2K | 6,073 | 0.01% | 3q | +32.8%+$86.7K |
| MassMutual Private Wealth & Trust, FSB | $351.1K | 6,072 | 0.01% | 32q | -8.3%-$31.8K |
| Everhart Financial Group, Inc. | $326.9K | 5,654 | 0.02% | 3q | +13.1%+$38.0K |
| Stonebridge Financial Group, LLC | $309.5K | 5,353 | 0.02% | 3q | -6.0%-$19.8K |
| General Partner, Inc. | $301.6K | 5,216 | 0.16% | 16q | HELD |
| ROCKLAND TRUST CO | $292.5K | 5,059 | 0.01% | 32q | HELD |
| Wealth Science Advisors LLC | $274.6K | 4,749 | 0.12% | 3q | -3.0%-$8.6K |
| CoreCap Advisors, LLC | $266.1K | 4,602 | 0.01% | 9q | -16.3%-$51.8K |
| DAVIDSON TRUST CO | $254.0K | 4,393 | 0.10% | 3q | -1.1%-$2.8K |
| Veracity Capital LLC | $249.7K | 4,319 | 0.07% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $238.5K | 4,124 | 0.02% | 15q | +2.7%+$6.2K |
| Balefire, LLC | $215.7K | 3,730 | 0.03% | 2q | +6.3%+$12.8K |
| AMERICAN NATIONAL BANK & TRUST | $205.8K | 3,560 | 0.02% | 5q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $200.5K | 3,467 | 0.04% | 3q | -5.3%-$11.2K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $200.3K | 3,465 | 0.01% | new | NEW |
| Bangor Savings Bank | $196.6K | 3,401 | 0.01% | 18q | HELD |
| FIRST COMMUNITY TRUST NA | $171.6K | 2,968 | 0.06% | 20q | HELD |
| Trust Co | $154.3K | 2,668 | 0.01% | 4q | HELD |
| GK Wealth Management LLC | $146.0K | 2,525 | 0.08% | new | NEW |
| Acropolis Investment Management, LLC | $145.2K | 2,511 | 0.01% | 3q | -52.7%-$161.8K |
| Versant Capital Management, Inc | $143.6K | 2,483 | 0.01% | 32q | +22.1%+$26.0K |
| Roxbury Financial LLC | $92.5K | 1,600 | 0.07% | 8q | +0.6% |
| ELEVATION WEALTH PARTNERS, LLC | $82.1K | 1,420 | 0.02% | 15q | -17.0%-$16.8K |
| BURKETT FINANCIAL SERVICES, LLC | $59.7K | 1,032 | 0.02% | new | NEW |
| STEPH & CO | $51.0K | 882 | 0.01% | 25q | -24.9%-$16.9K |
| Planning Strategies Inc. | $44.1K | 762 | 0.03% | 2q | +0.8% |
| ARMSTRONG ADVISORY GROUP, INC | $34.9K | 604 | 0.00% | 16q | HELD |
| Byrne Asset Management LLC | $33.8K | 585 | 0.02% | 20q | HELD |
| Investors Research Corp | $30.1K | 520 | 0.01% | 31q | -9.6%-$3.2K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $28.1K | 481 | 0.00% | new | NEW |
| Miller Global Investments, LLC | $25.8K | 447 | 0.02% | new | NEW |
| Olistico Wealth, LLC | $23.9K | 413 | 0.01% | 4q | HELD |
| Aventus Investment Advisors, Inc. | $23.7K | 410 | 0.02% | 6q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $22.2K | 384 | 0.01% | 7q | +48.3%+$7.2K |
| Brown Shipley& Co Ltd | $10.3K | 178 | 0.00% | 15q | HELD |
| ATWOOD & PALMER INC | $8.4K | 145 | 0.00% | 32q | HELD |
| Coastline Trust Co | $7.2K | 125 | 0.00% | 9q | HELD |
| Pacifica Partners Inc. | $5.6K | 97 | 0.00% | 7q | -29.2%-$2.3K |
| Marquette Asset Management, LLC | $5.5K | 95 | 0.00% | 5q | HELD |
| JACOBS & CO/CA | $2.8K | 49,265 | 0.25% | 32q | -19.5% |
| Bullock Wealth Management Group | $2.8K | 48 | 0.00% | 11q | HELD |
| Retirement Wealth Solutions LLC | $2.3K | 40 | 0.00% | 8q | +3900.0%+$2.3K |
| CX Institutional | $2.3K | 39,897 | 0.06% | 32q | +10.1% |
| Noble Wealth Management PBC | $1.5K | 26 | 0.00% | 2q | HELD |
| NEVILLE RODIE & SHAW INC | $339 | 5,865 | 0.02% | 32q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $116 | 2 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-19 | Van de Put Dirk | Chief Executive Officer | Sold | 133,580 | $8.6M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 86 | $195.2M | 3,373,427 | 7 | 19 | 32 | 0.0% |
| Q2 2026 | 1,909 | $69.8B | 1,193,987,520 | 124 | 640 | 702 | 0.8% |
| Q1 2026 | 1,909 | $65.2B | 1,120,156,499 | 188 | 628 | 676 | 0.8% |
| Q4 2025 | 1,867 | $60.7B | 1,116,530,906 | 92 | 439 | 904 | 0.8% |
| Q3 2025 | 1,941 | $72.4B | 1,150,082,896 | 90 | 548 | 808 | 0.7% |
| Q2 2025 | 1,999 | $74.3B | 1,090,777,463 | 114 | 688 | 691 | 1.0% |
| Q1 2025 | 2,011 | $73.3B | 1,068,451,359 | 179 | 635 | 772 | 1.1% |
| Q4 2024 | 1,997 | $63.3B | 1,050,721,705 | 86 | 589 | 768 | 1.0% |
| Q3 2024 | 1,994 | $82.2B | 1,108,612,101 | 147 | 640 | 686 | 0.8% |
| Q2 2024 | 1,970 | $73.8B | 1,119,349,373 | 102 | 646 | 735 | 0.7% |
| Q1 2024 | 1,997 | $82.2B | 1,162,806,147 | 102 | 648 | 702 | 0.9% |
| Q4 2023 | 2,015 | $82.4B | 1,126,298,579 | 113 | 627 | 656 | 1.0% |
| Q3 2023 | 1,916 | $74.7B | 1,062,312,739 | 85 | 652 | 623 | 1.2% |
| Q2 2023 | 1,940 | $77.8B | 1,058,361,004 | 123 | 596 | 690 | 0.7% |
| Q1 2023 | 1,887 | $77.6B | 1,140,547,742 | 128 | 613 | 603 | 0.8% |
| Q4 2022 | 1,835 | $72.0B | 1,068,395,189 | 127 | 576 | 583 | 1.1% |
| Q3 2022 | 1,733 | $58.7B | 1,055,899,956 | 85 | 593 | 531 | 1.1% |
| Q2 2022 | 1,779 | $66.1B | 1,055,362,323 | 90 | 614 | 590 | 0.9% |
| Q1 2022 | 1,807 | $67.3B | 1,065,435,889 | 117 | 572 | 603 | 0.7% |
| Q4 2021 | 1,785 | $72.3B | 1,078,704,964 | 122 | 594 | 494 | 1.1% |
| Q3 2021 | 1,651 | $63.1B | 1,073,550,100 | 80 | 551 | 524 | 1.1% |
| Q2 2021 | 1,672 | $67.5B | 1,072,858,770 | 124 | 537 | 554 | 0.9% |
| Q1 2021 | 1,642 | $64.0B | 1,084,018,659 | 82 | 535 | 593 | 0.9% |
| Q4 2020 | 1,672 | $65.2B | 1,087,512,139 | 90 | 519 | 546 | 1.1% |
| Q3 2020 | 1,586 | $63.3B | 1,091,590,494 | 103 | 501 | 540 | 1.1% |
| Q2 2020 | 1,559 | $56.7B | 1,096,138,616 | 113 | 521 | 557 | 1.1% |
| Q1 2020 | 1,532 | $56.1B | 1,107,210,734 | 95 | 510 | 590 | 1.1% |
| Q4 2019 | 1,583 | $63.1B | 1,130,535,243 | 75 | 521 | 499 | 1.2% |
| Q3 2019 | 1,508 | $62.5B | 1,117,170,954 | 86 | 483 | 525 | 1.0% |
| Q2 2019 | 1,479 | $63.2B | 1,154,997,087 | 102 | 454 | 566 | 1.5% |
| Q1 2019 | 1,469 | $56.2B | 1,112,714,130 | 138 | 413 | 536 | 1.2% |
| Q4 2018 | 1,410 | $46.4B | 1,139,470,326 | 14 | 19 | 32 | 1.6% |