Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MONDELEZ INTL INC · CL A · Q1 2026 · 38 members disclosed MDLZ ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,313 holders are listed, largest first: 1,313
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $51.8B
holders whose share count rose or who opened the position (new + add), by shares: 643
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 116

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of MDLZ ranked by reported value, 1–25 of 1,313 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.1B	105,933,915	+5,043,847	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.8B	83,329,738	—	NO PRIOR
3	Capital Research Global Investors	$3.9B	68,304,166	+38,782,859	ADD
4	JPMORGAN CHASE & CO	$3.6B	62,138,016	−967,388	TRIM
5	STATE STREET CORP	$3.6B	61,783,677	+566,484	ADD
6	Capital International Investors	$2.9B	50,019,822	−36,923,764	TRIM
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	33,657,622	—	NO PRIOR
8	FMR LLC	$1.4B	24,351,903	+2,665,676	ADD
9	MORGAN STANLEY	$1.3B	23,382,609	+4,432,860	ADD
10	BANK OF AMERICA CORP /DE/	$1.2B	20,353,060	−2,528,950	TRIM
11	Invesco Ltd.	$1.1B	19,003,753	+3,036,461	ADD
12	NORTHERN TRUST CORP	$795M	13,799,372	−653,373	TRIM
13	Nuveen, LLC	$774M	13,429,968	+1,466,869	ADD
14	DEUTSCHE BANK AG\	$742M	12,875,655	−1,477,978	TRIM
15	UBS Group AG	$680M	11,794,271	−1,816,849	TRIM
16	WELLS FARGO & COMPANY/MN	$604M	10,479,768	+466,273	ADD
17	DIMENSIONAL FUND ADVISORS LP	$544M	9,435,171	+916,235	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$494M	8,563,219	+292,117	ADD
19	Legal & General Group Plc	$466M	8,082,282	−66,513	TRIM
20	VANGUARD FIDUCIARY TRUST CO	$416M	7,216,393	—	NO PRIOR
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$415M	7,200,715	+384,069	ADD
22	AMERICAN CENTURY COMPANIES INC	$340M	5,891,070	−532,951	TRIM
23	HARRIS ASSOCIATES L P	$325M	5,631,456	+1,011,698	ADD
24	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$324M	5,618,340	+87,310	ADD
25	FRANKLIN RESOURCES INC	$311M	5,399,144	+119,768	ADD

Show the top 500 of 1,313 holders

13F holders of MDLZ ranked by reported value, 26–500 of 1,313 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Point72 Asset Management, L.P.	$284M	4,925,173	+4,883,173	ADD
27	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$284M	4,918,847	−4,170,865	TRIM
28	CIBC Bancorp USA Inc.	$275M	4,770,573	—	NO PRIOR
29	FEDERATED HERMES, INC.	$227M	3,938,621	+1,298,026	ADD
30	ROYAL BANK OF CANADA	$225M	3,897,403	−545,825	TRIM
31	BANK OF MONTREAL /CAN/	$222M	3,852,427	−421,438	TRIM
32	Swiss National Bank	$218M	3,786,924	+241,100	ADD
33	ENVESTNET ASSET MANAGEMENT INC	$216M	3,751,255	+737,076	ADD
34	Lindsell Train Ltd	$205M	3,561,964	−917,890	TRIM
35	BALYASNY ASSET MANAGEMENT L.P.	$201M	3,488,147	+3,468,837	ADD
36	Guinness Asset Management LTD	$200M	3,467,238	−227,494	TRIM
37	National Pension Service	$196M	3,403,624	+3,403,624	NEW
38	Ensign Peak Advisors, Inc	$195M	3,380,705	−72,749	TRIM
39	Amundi	$187M	3,243,030	+494,996	ADD
40	RAYMOND JAMES FINANCIAL INC	$187M	3,235,516	−995,873	TRIM
41	NORDEA INVESTMENT MANAGEMENT AB	$176M	3,082,033	+930,665	ADD
42	Mitsubishi UFJ Asset Management Co., Ltd.	$174M	3,026,305	+199,874	ADD
43	MILLENNIUM MANAGEMENT LLC	$174M	3,016,531	+2,441,869	ADD
44	Vanguard Global Advisers, LLC	$163M	2,824,942	—	NO PRIOR
45	VANGUARD ASSET MANAGEMENT, Ltd	$152M	2,633,858	—	NO PRIOR
46	HSBC HOLDINGS PLC	$149M	2,585,372	−2,416,280	TRIM
47	BROWN ADVISORY INC	$127M	2,209,254	+514,871	ADD
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$125M	2,176,693	−832,342	TRIM
49	CITIGROUP INC	$120M	2,078,110	+276,350	ADD
50	LPL Financial LLC	$109M	1,893,351	+255,224	ADD
51	AVIVA PLC	$109M	1,890,756	+54,200	ADD
52	CANADA PENSION PLAN INVESTMENT BOARD	$109M	1,883,439	+1,170,241	ADD
53	ADAGE CAPITAL PARTNERS GP, L.L.C.	$106M	1,833,297	+479,100	ADD
54	ProShare Advisors LLC	$105M	1,815,602	−426,156	TRIM
55	1832 Asset Management L.P.	$103M	1,793,049	+19,394	ADD
56	Freestone Grove Partners LP	$103M	1,786,002	+1,786,002	NEW
57	Universal- Beteiligungs- und Servicegesellschaft mbH	$92.9M	1,607,980	−100,414	TRIM
58	NEW YORK STATE COMMON RETIREMENT FUND	$89.9M	1,560,070	−18,000	TRIM
59	MACKENZIE FINANCIAL CORP	$89.1M	1,546,039	+626,575	ADD
60	Allspring Global Investments Holdings, LLC	$88.9M	1,556,911	−187,617	TRIM
61	Aberdeen Group plc	$88.8M	1,540,471	+138,632	ADD
62	Focus Partners Wealth	$87.6M	1,520,609	+251,654	ADD
63	PRINCIPAL FINANCIAL GROUP INC	$86.8M	1,506,251	−1,893	TRIM
64	STIFEL FINANCIAL CORP	$85.5M	1,483,680	+169,506	ADD
65	Contrarius Group Holdings Ltd	$85.3M	1,480,120	+1,156,699	ADD
66	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$84.9M	1,401,909	−931,657	TRIM
67	STOREBRAND ASSET MANAGEMENT AS	$78.7M	1,364,576	—	NO PRIOR
68	BNP Paribas Asset Management Holding S.A.	$78.1M	1,355,559	+203,528	ADD
69	NATIONAL BANK OF CANADA /FI/	$74.3M	1,289,296	−124,326	TRIM
70	HighTower Advisors, LLC	$73.4M	1,274,251	+26,563	ADD
71	Capital International, Inc./CA/	$72.1M	1,250,478	+47,349	ADD
72	PFA Pension, Forsikringsaktieselskab	$71.7M	1,243,154	+1,243,154	NEW
73	Grantham, Mayo, Van Otterloo & Co. LLC	$69.3M	1,202,637	+253,151	ADD
74	ALLIANCEBERNSTEIN L.P.	$68.7M	1,275,822	−11,655	TRIM
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$65.9M	1,143,083	−20,707	TRIM
76	FIRST TRUST ADVISORS LP	$65.2M	1,131,640	+103,778	ADD
77	CRAWFORD INVESTMENT COUNSEL INC	$64.2M	1,114,101	+190,909	ADD
78	US BANCORP \DE\	$63.9M	1,109,376	+153,628	ADD
79	Corient Private Wealth LLC	$62.3M	1,084,107	−3,386,606	TRIM
80	CIBC Asset Management Inc	$62.0M	1,077,462	−51,868	TRIM
81	SCOPUS ASSET MANAGEMENT, L.P.	$60.5M	1,049,496	+1,049,496	NEW
82	Quilter Plc	$60.0M	1,040,196	+2,257	ADD
83	MENORA MIVTACHIM HOLDINGS LTD.	$58.4M	1,013,270	−167,000	TRIM
84	GUGGENHEIM CAPITAL LLC	$56.4M	977,821	−84,897	TRIM
85	SCHRODER INVESTMENT MANAGEMENT GROUP	$54.6M	945,922	+209,024	ADD
86	Epoch Investment Partners, Inc.	$51.2M	888,788	−22,601	TRIM
87	NEOS Investment Management LLC	$51.1M	886,557	+172,665	ADD
88	NOMURA ASSET MANAGEMENT CO LTD	$50.4M	874,689	+28,064	ADD
89	FIRST MANHATTAN CO. LLC.	$50.3M	865,691	−891,049	TRIM
90	Retirement Systems of Alabama	$50.3M	873,014	−2,295	TRIM
91	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$49.6M	859,781	−177	TRIM
92	FIRST FINANCIAL BANKSHARES INC	$48.7M	844,872	+62,219	ADD
93	Swedbank AB	$47.9M	831,454	+1,998	ADD
94	Capital World Investors	$46.9M	813,911	−1,435,259	TRIM
95	TD ASSET MANAGEMENT INC	$46.8M	811,586	+17,528	ADD
96	Cerity Partners LLC	$46.4M	805,744	−94,191	TRIM
97	BLAIR WILLIAM & CO/IL	$46.3M	802,444	+445,836	ADD
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$46.1M	800,177	−60,963	TRIM
99	Compagnie Lombard Odier SCmA	$45.8M	794,736	−42,882	TRIM
100	STATE OF WISCONSIN INVESTMENT BOARD	$43.8M	760,373	−38,853	TRIM
101	Rockefeller Capital Management L.P.	$43.8M	759,060	+133,686	ADD
102	Korea Investment CORP	$42.8M	742,924	−31,985	TRIM
103	TRUIST FINANCIAL CORP	$40.9M	709,817	+55,269	ADD
104	Hook Mill Capital Partners, LP	$40.9M	709,749	+4,259	ADD
105	FIFTH THIRD BANCORP	$40.8M	707,952	+408,650	ADD
106	DEPRINCE RACE & ZOLLO INC	$40.7M	706,831	+14,600	ADD
107	ZWJ INVESTMENT COUNSEL INC	$39.8M	690,840	+18,015	ADD
108	Mirae Asset Global Investments Co., Ltd.	$39.8M	690,502	+79,026	ADD
109	Asset Management One Co., Ltd.	$39.4M	683,606	+515	ADD
110	Mariner, LLC	$39.2M	679,922	−236,801	TRIM
111	Woodline Partners LP	$39.0M	677,064	+362,801	ADD
112	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.8M	655,180	+257,350	ADD
113	Chevy Chase Trust Holdings, LLC	$37.3M	646,743	−28,427	TRIM
114	Vanguard Investments Australia, Ltd.	$37.1M	643,432	—	NO PRIOR
115	REGIONS FINANCIAL CORP	$37.0M	641,451	−312,265	TRIM
116	Cetera Investment Advisers	$36.6M	635,656	+153,630	ADD
117	Banco Santander, S.A.	$36.3M	630,338	+572,886	ADD
118	PRUDENTIAL FINANCIAL INC	$36.3M	629,206	−21,139	TRIM
119	CI INVESTMENTS INC.	$36.2M	627,504	−3,520	TRIM
120	CONNING INC.	$36.2M	627,416	+4,216	ADD
121	Zurcher Kantonalbank (Zurich Cantonalbank)	$35.2M	609,976	+609,976	NEW
122	CORDA Investment Management, LLC.	$34.9M	606,311	+20,289	ADD
123	GATEWAY INVESTMENT ADVISERS LLC	$34.8M	603,535	−137,824	TRIM
124	CREDIT AGRICOLE S A	$34.6M	600,178	−61,364	TRIM
125	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$34.5M	597,691	+151,522	ADD
126	AQR CAPITAL MANAGEMENT LLC	$34.4M	598,909	−72,971	TRIM
127	BERKSHIRE ASSET MANAGEMENT LLC/PA	$34.4M	596,035	+31,929	ADD
128	Cannell & Spears LLC	$33.1M	574,707	−8,778	TRIM
129	MANE GLOBAL CAPITAL MANAGEMENT LP	$32.6M	566,091	+566,091	NEW
130	ROYAL LONDON ASSET MANAGEMENT LTD	$32.6M	564,897	−4,613	TRIM
131	Pictet Asset Management Holding SA	$32.6M	564,762	−85,677	TRIM
132	Quantinno Capital Management LP	$32.3M	559,752	+264,373	ADD
133	COMMERCE BANK	$31.7M	549,523	+6,849	ADD
134	Vident Advisory, LLC	$31.4M	544,844	+182,972	ADD
135	BLI - Banque de Luxembourg Investments	$30.8M	570,808	+570,808	NEW
136	NorthRock Partners, LLC	$29.5M	512,580	−5,570	TRIM
137	BENJAMIN EDWARDS INC	$29.4M	510,625	+33,344	ADD
138	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.7M	498,584	−58,564	TRIM
139	SEI INVESTMENTS CO	$27.0M	467,736	+52,459	ADD
140	Resona Asset Management Co.,Ltd.	$26.9M	465,302	+7,251	ADD
141	EXCHANGE TRADED CONCEPTS, LLC	$25.8M	447,566	+16,732	ADD
142	State of New Jersey Common Pension Fund D	$25.5M	443,115	0	NO CHANGE
143	Alyeska Investment Group, L.P.	$25.5M	441,657	+269,507	ADD
144	Allworth Financial LP	$25.2M	437,119	+21,100	ADD
145	LGT Group Foundation	$25.1M	435,430	−265,650	TRIM
146	FACTORY MUTUAL INSURANCE CO	$24.6M	427,500	+5,550	ADD
147	Creative Planning	$24.5M	425,022	+60,379	ADD
148	ASSOCIATED BANC-CORP	$24.3M	421,991	−146,144	TRIM
149	Calamos Advisors LLC	$24.1M	418,274	+11,017	ADD
150	VOYA INVESTMENT MANAGEMENT LLC	$23.9M	414,523	−26,525	TRIM
151	Lansforsakringar Fondforvaltning AB (publ)	$23.7M	410,703	−4,220	TRIM
152	Ceredex Value Advisors LLC	$23.6M	409,726	−55,324	TRIM
153	NATIXIS	$23.1M	401,576	−73,536	TRIM
154	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$22.5M	403,682	−188,133	TRIM
155	Beacon Pointe Advisors, LLC	$22.3M	387,673	+19,934	ADD
156	TORONTO DOMINION BANK	$22.2M	384,990	−62,706	TRIM
157	WELLINGTON MANAGEMENT GROUP LLP	$21.6M	374,582	+145,329	ADD
158	CIBC WORLD MARKET INC.	$21.4M	370,590	−24,813	TRIM
159	CITADEL ADVISORS LLC	$21.2M	367,646	−1,655,058	TRIM
160	NISSAY ASSET MANAGEMENT CORP /JAPAN	$20.7M	358,695	+9,069	ADD
161	Arizona State Retirement System	$20.4M	353,535	−11,777	TRIM
162	TWO SIGMA INVESTMENTS, LP	$20.3M	351,866	+351,866	NEW
163	OSAIC HOLDINGS, INC.	$20.2M	349,818	+65,098	ADD
164	Czech National Bank	$20.1M	349,105	+8,857	ADD
165	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$19.9M	345,672	+51,339	ADD
166	COMMONWEALTH EQUITY SERVICES, LLC	$19.9M	345,345	−10,506	TRIM
167	Daiwa Securities Group Inc.	$19.7M	342,482	+1,529	ADD
168	Gotham Asset Management, LLC	$19.7M	342,384	+94,498	ADD
169	Baird Financial Group, Inc.	$19.5M	337,646	+337,646	NEW
170	STATE OF MICHIGAN RETIREMENT SYSTEM	$19.3M	334,870	−2,900	TRIM
171	Stack Financial Management, Inc	$19.2M	332,528	+502	ADD
172	TD Waterhouse Canada Inc.	$19.0M	326,438	+149,067	ADD
173	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$18.9M	328,000	+328,000	NEW
174	Capital International Sarl	$18.7M	325,121	−92,538	TRIM
175	Badgley Phelps Wealth Managers, LLC	$18.6M	319,391	+13,291	ADD
176	VILLERE ST DENIS J & CO LLC	$18.1M	314,056	−13,075	TRIM
177	ExodusPoint Capital Management, LP	$17.9M	310,830	+310,830	NEW
178	Varma Mutual Pension Insurance Co	$17.7M	307,165	0	NO CHANGE
179	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$17.6M	304,680	+11,568	ADD
180	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$17.2M	298,597	−1,547	TRIM
181	BANK OF NOVA SCOTIA	$16.9M	292,842	+54,069	ADD
182	TEACHER RETIREMENT SYSTEM OF TEXAS	$16.5M	286,846	+42,938	ADD
183	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$16.5M	286,343	+15,765	ADD
184	Crossmark Global Holdings, Inc.	$16.1M	279,905	—	NO PRIOR
185	Rafferty Asset Management, LLC	$16.1M	279,305	−53,820	TRIM
186	SEB Asset Management AB	$16.0M	277,840	—	NO PRIOR
187	&PARTNERS	$15.9M	275,709	+51,348	ADD
188	Rakuten Investment Management, Inc.	$15.6M	267,451	+26,933	ADD
189	Eurizon Capital SGR S.p.A.	$15.5M	268,164	−105,040	TRIM
190	KLINGENSTEIN FIELDS & CO LP	$15.4M	267,208	−3,644	TRIM
191	MAI Capital Management	$15.3M	265,178	−16,421	TRIM
192	Tidal Investments LLC	$15.1M	262,686	+39,269	ADD
193	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$15.0M	260,918	−52,968	TRIM
194	IFM Investors Pty Ltd	$15.0M	259,546	+5,846	ADD
195	BOURGEON CAPITAL MANAGEMENT LLC	$14.9M	258,477	+67,196	ADD
196	Federation des caisses Desjardins du Quebec	$14.6M	253,388	+67,659	ADD
197	KING LUTHER CAPITAL MANAGEMENT CORP	$14.5M	251,503	−39,020	TRIM
198	Henshaw Capital LLC	$14.4M	249,700	—	NO PRIOR
199	Osmosis Investment Management UK Ltd	$14.3M	246,694	+53,839	ADD
200	M&T BANK CORP	$14.3M	247,416	−5,074	TRIM
201	M&G Plc	$14.1M	242,956	+21,715	ADD
202	Pinnacle Financial Partners, Inc.	$14.0M	243,644	−2,722	TRIM
203	Bank Pictet & Cie (Europe) AG	$14.0M	243,256	−68,118	TRIM
204	DAVENPORT & Co LLC	$14.0M	242,427	+48,949	ADD
205	Covea Finance	$13.5M	233,380	−33,410	TRIM
206	Candriam S.C.A.	$13.3M	230,736	−227,512	TRIM
207	XPONANCE LLC	$13.1M	226,463	+29,204	ADD
208	USS Investment Management Ltd	$12.9M	223,862	0	NO CHANGE
209	Capital Group Private Client Services, Inc.	$12.6M	218,640	−53,176	TRIM
210	FIRST NATIONAL BANK OF OMAHA	$12.4M	214,687	+95,640	ADD
211	Utah Retirement Systems	$12.1M	210,506	−3,496	TRIM
212	INTACT INVESTMENT MANAGEMENT INC.	$12.0M	208,700	+19,900	ADD
213	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.8M	205,155	+38,245	ADD
214	Sanctuary Advisors, LLC	$11.8M	204,561	−43,655	TRIM
215	Night Squared LP	$11.8M	204,428	+204,428	NEW
216	TCTC Holdings, LLC	$11.7M	203,666	+690	ADD
217	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$11.6M	200,706	+137,620	ADD
218	Janus Henderson Group Ltd.	$11.5M	200,069	+86,543	ADD
219	KEYBANK NATIONAL ASSOCIATION/OH	$11.4M	197,313	−57,701	TRIM
220	Wealthfront Advisers LLC	$11.4M	196,980	−19,843	TRIM
221	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.3M	196,740	+2,877	ADD
222	HOWE & RUSLING INC	$11.2M	194,166	+44,144	ADD
223	CAPITAL INTERNATIONAL LTD /CA/	$11.1M	193,368	−58,506	TRIM
224	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$11.0M	191,271	+56,231	ADD
225	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.0M	190,768	+3,205	ADD
226	Cresset Asset Management, LLC	$10.8M	185,972	+76,298	ADD
227	Swiss Life Asset Management Ltd	$10.7M	185,885	+37,479	ADD
228	ASSETMARK, INC	$10.6M	184,677	+33,372	ADD
229	Orion Porfolio Solutions, LLC	$10.6M	184,287	−6,788	TRIM
230	BOOTHBAY FUND MANAGEMENT, LLC	$10.4M	180,953	+11,821	ADD
231	B. Metzler seel. Sohn & Co. AG	$10.3M	179,043	+21,343	ADD
232	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.3M	178,407	+178,407	NEW
233	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.3M	177,839	−51,758	TRIM
234	Addenda Capital Inc.	$9.9M	170,356	+4,565	ADD
235	Empowered Funds, LLC	$9.7M	168,708	+168,708	NEW
236	ICICI Prudential Asset Management Co Ltd	$9.5M	165,643	+534	ADD
237	Tabor Asset Management, LP	$9.5M	164,280	+164,280	NEW
238	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$9.5M	164,072	0	NO CHANGE
239	Fisher Funds Management LTD	$9.4M	162,752	−25,982	TRIM
240	MERCER GLOBAL ADVISORS INC /ADV	$9.3M	161,393	+17,347	ADD
241	UNIVEST FINANCIAL Corp	$9.2M	159,513	+33,242	ADD
242	Bryn Mawr Trust Advisors, LLC	$9.0M	156,202	+587	ADD
243	Steward Partners Investment Advisory, LLC	$8.7M	150,418	−1,891	TRIM
244	Avanza Fonder AB	$8.6M	148,759	0	NO CHANGE
245	SHELTON CAPITAL MANAGEMENT	$8.6M	148,721	−7,829	TRIM
246	Pathstone Holdings, LLC	$8.5M	148,129	+255	ADD
247	Vanguard Personalized Indexing Management, LLC	$8.5M	147,885	+6,992	ADD
248	Nippon Life Global Investors Americas, Inc.	$8.5M	146,100	−24,070	TRIM
249	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.5M	146,813	+146,813	NEW
250	Foster Victor Wealth Advisors, LLC	$8.4M	145,639	+28,407	ADD
251	MEYER HANDELMAN CO	$8.3M	144,687	−4,150	TRIM
252	TRITONPOINT WEALTH, LLC	$8.3M	142,572	+5,803	ADD
253	ASR Vermogensbeheer N.V.	$8.2M	141,445	+7,544	ADD
254	W.G. Shaheen & Associates DBA Whitney & Co	$8.2M	141,401	+2,769	ADD
255	MATTERN CAPITAL MANAGEMENT, LLC	$8.1M	140,878	+2,802	ADD
256	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.1M	140,744	−70,015	TRIM
257	WATERS PARKERSON & CO., LLC	$8.0M	139,071	+1,085	ADD
258	PARTHENON LLC	$8.0M	138,378	−1,631	TRIM
259	Evelyn Partners Investment Management Services Ltd	$7.9M	136,948	−16,174	TRIM
260	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.9M	136,391	−2,211	TRIM
261	WHITTIER TRUST CO	$7.7M	131,758	−2,605	TRIM
262	Walleye Capital LLC	$7.6M	132,654	+104,257	ADD
263	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.5M	130,443	+130,443	NEW
264	MACQUARIE GROUP LTD	$7.4M	128,426	−88,532	TRIM
265	Waverly Advisors, LLC	$7.4M	127,679	−13,150	TRIM
266	ALLIANZ SE	$7.4M	127,579	+21,804	ADD
267	Morningstar Investment Management LLC	$7.3M	126,467	+10,310	ADD
268	ING GROEP NV	$7.2M	124,174	−352,501	TRIM
269	AZZAD ASSET MANAGEMENT INC /ADV	$7.1M	123,373	+40,245	ADD
270	Aptus Capital Advisors, LLC	$7.0M	121,523	−92,969	TRIM
271	MML INVESTORS SERVICES, LLC	$7.0M	121,419	+45,308	ADD
272	Dai-ichi Life Insurance Company, Ltd	$6.9M	119,727	+3,945	ADD
273	Norinchukin Bank, The	$6.8M	117,888	+3,517	ADD
274	Northwest & Ethical Investments L.P.	$6.7M	115,993	+78,756	ADD
275	Voleon Capital Management LP	$6.7M	115,887	+112,039	ADD
276	Kingsview Wealth Management, LLC	$6.7M	115,668	+967	ADD
277	Investment Management Corp of Ontario	$6.6M	114,606	−4,902	TRIM
278	HB Wealth Management, LLC	$6.6M	113,811	−8,885	TRIM
279	Illinois Municipal Retirement Fund	$6.6M	113,785	−31,082	TRIM
280	Atria Investments, Inc	$6.5M	113,219	+25,620	ADD
281	ALPINE WOODS CAPITAL INVESTORS, LLC	$6.5M	112,117	+71,503	ADD
282	TOTH FINANCIAL ADVISORY CORP	$6.5M	112,027	−4,404	TRIM
283	UniSuper Management Pty Ltd	$6.3M	108,788	−1,259	TRIM
284	Wilmington Savings Fund Society, FSB	$6.1M	105,204	−9,153	TRIM
285	AE Wealth Management LLC	$6.1M	105,153	+19,464	ADD
286	Evelyn Partners Investment Management LLP	$6.0M	103,654	+1,680	ADD
287	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.0M	103,443	−347	TRIM
288	SALEM INVESTMENT COUNSELORS INC	$6.0M	102,442	+714	ADD
289	XTX Topco Ltd	$5.8M	101,208	−80,817	TRIM
290	Magellan Asset Management Ltd	$5.8M	101,147	−6,200	TRIM
291	PROFUND ADVISORS LLC	$5.7M	99,453	−17,867	TRIM
292	Apollon Wealth Management, LLC	$5.6M	97,996	−515	TRIM
293	Atom Investors LP	$5.6M	97,145	+85,604	ADD
294	FIL Ltd	$5.6M	96,336	+63,656	ADD
295	Hudson Bay Capital Management LP	$5.4M	93,118	+93,118	NEW
296	Vestmark Advisory Solutions, Inc.	$5.3M	91,948	−6,584	TRIM
297	GRANDFIELD & DODD, LLC	$5.3M	91,178	+2,638	ADD
298	Vontobel Holding Ltd.	$5.2M	89,862	−182,496	TRIM
299	NewEdge Advisors, LLC	$5.1M	89,122	+89,122	NEW
300	HM PAYSON & CO	$5.1M	88,993	−2,153	TRIM
301	Pavion Blue Capital, LLC	$5.1M	88,124	−1,106	TRIM
302	TOWNSQUARE CAPITAL LLC	$5.1M	87,745	+48,733	ADD
303	Taproot Management LP	$5.1M	87,725	+87,725	NEW
304	Arvest Bank Trust Division	$5.0M	85,921	−1,330	TRIM
305	WHITTIER TRUST CO OF NEVADA INC	$4.9M	84,267	−5,243	TRIM
306	NOMURA HOLDINGS INC	$4.9M	85,213	−127,738	TRIM
307	RBF Capital, LLC	$4.9M	85,000	−85,000	TRIM
308	PALISADE CAPITAL MANAGEMENT, LP	$4.8M	83,505	−10,904	TRIM
309	CHOREO, LLC	$4.8M	82,474	+8,711	ADD
310	WINTON GROUP Ltd	$4.8M	82,890	+82,890	NEW
311	PINNACLE ASSOCIATES LTD	$4.7M	82,231	−2,084	TRIM
312	Alpha Omega Wealth Management LLC	$4.7M	81,046	+567	ADD
313	Darwins River Capital, LP	$4.5M	78,356	+78,356	NEW
314	ABN AMRO INVESTMENT SOLUTIONS	$4.5M	78,121	−7,909	TRIM
315	EFG International AG	$4.5M	77,880	+15,783	ADD
316	Summit Trail Advisors, LLC	$4.5M	77,825	+16,232	ADD
317	MIZUHO SECURITIES USA LLC	$4.5M	77,493	−16,462	TRIM
318	Perennial Advisors, LLC	$4.5M	77,454	+4,439	ADD
319	BAILARD, INC.	$4.4M	75,949	+1,374	ADD
320	Infusive Asset Management Inc.	$4.3M	74,924	−3,603	TRIM
321	Allianz Asset Management GmbH	$4.3M	74,917	−10,599	TRIM
322	Lido Advisors, LLC	$4.3M	74,180	+2,258	ADD
323	SCOTIA CAPITAL INC.	$4.3M	74,706	−6,446	TRIM
324	Bridgewater Associates, LP	$4.3M	73,813	−29,563	TRIM
325	ABN AMRO Bank N.V.	$4.2M	71,860	+2,730	ADD
326	Modera Wealth Management, LLC	$4.1M	71,869	−5,215	TRIM
327	INTECH INVESTMENT MANAGEMENT LLC	$4.1M	71,212	−24,728	TRIM
328	QRG CAPITAL MANAGEMENT, INC.	$4.1M	71,056	+6,716	ADD
329	Addison Capital Co	$4.1M	70,847	+6,148	ADD
330	Equitable Holdings, Inc.	$4.1M	72,657	+51,593	ADD
331	BBR PARTNERS, LLC	$4.1M	70,566	−10,493	TRIM
332	Merit Financial Group, LLC	$4.1M	70,309	+3,366	ADD
333	Snowden Capital Advisors LLC	$4.0M	68,838	−13,417	TRIM
334	Kestra Advisory Services, LLC	$4.0M	68,571	−17,907	TRIM
335	Ashton Thomas Private Wealth, LLC	$3.8M	66,155	+4,520	ADD
336	AIA Group Ltd	$3.8M	66,131	−3,036	TRIM
337	Maryland State Retirement & Pension System	$3.7M	64,872	0	NO CHANGE
338	Graham Capital Management, L.P.	$3.7M	64,811	+64,811	NEW
339	Inspire Investing, LLC	$3.7M	64,450	+58,433	ADD
340	Value Partners Investments Inc.	$3.7M	63,935	0	NO CHANGE
341	Owlhouse Capital LP	$3.7M	63,402	+63,402	NEW
342	American Trust Investment Advisors, LLC	$3.7M	63,352	+2,000	ADD
343	Stratos Wealth Partners, LTD.	$3.6M	63,270	−217	TRIM
344	APG Asset Management N.V.	$3.6M	72,552	−5,296	TRIM
345	GREAT VALLEY ADVISOR GROUP, INC.	$3.6M	62,810	+6,707	ADD
346	CWM, LLC	$3.6M	62,704	−87,865	TRIM
347	OMERS ADMINISTRATION Corp	$3.6M	62,223	+6,600	ADD
348	D.A. DAVIDSON & CO.	$3.6M	61,941	+4,100	ADD
349	NewEdge Wealth, LLC	$3.6M	61,844	−9,589	TRIM
350	Advisors Asset Management, Inc.	$3.5M	61,479	−3,559	TRIM
351	JANE STREET GROUP, LLC	$3.5M	61,078	+17,708	ADD
352	American Assets Investment Management, LLC	$3.5M	61,010	0	NO CHANGE
353	GLOBALT Investments LLC / GA	$3.5M	60,598	−2,546	TRIM
354	Atlantic Union Bankshares Corp	$3.5M	60,139	−25,234	TRIM
355	Fideuram Asset Management (Ireland) dac	$3.5M	57,142	+21,711	ADD
356	FIRST INTERSTATE BANK	$3.4M	59,609	−3,226	TRIM
357	Concurrent Investment Advisors, LLC	$3.4M	58,438	+2,295	ADD
358	CHARTER RESEARCH & INVESTMENT GROUP, INC.	$3.3M	58,070	+507	ADD
359	SP Asset Management LLC	$3.3M	57,785	−2,197	TRIM
360	Glenview Trust Co	$3.3M	57,722	−881	TRIM
361	TOCQUEVILLE ASSET MANAGEMENT L.P.	$3.3M	57,639	−1,525	TRIM
362	Portside Wealth Group, LLC	$3.3M	57,303	+30,250	ADD
363	Town & Country Bank & Trust CO dba First Bankers Trust CO	$3.2M	56,321	+3,674	ADD
364	MONEY CONCEPTS CAPITAL CORP	$3.2M	56,217	+3,384	ADD
365	CAPSTONE INVESTMENT ADVISORS, LLC	$3.2M	56,072	+16,798	ADD
366	Bronte Capital Management Pty Ltd.	$3.2M	55,974	−8,573	TRIM
367	Tower Research Capital LLC (TRC)	$3.2M	55,127	−37,877	TRIM
368	New Age Alpha Advisors, LLC	$3.2M	55,015	−1,592	TRIM
369	Encore Global Management, LP	$3.2M	55,000	—	NO PRIOR
370	Elo Mutual Pension Insurance Co	$3.2M	54,784	−49,313	TRIM
371	PARSONS CAPITAL MANAGEMENT INC/RI	$3.2M	54,734	+8,178	ADD
372	Stamos Capital Partners, L.P.	$3.2M	54,727	0	NO CHANGE
373	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.1M	53,164	0	NO CHANGE
374	Stablepoint Partners, LLC	$3.0M	52,834	+4,083	ADD
375	MUFG Securities EMEA plc	$3.0M	52,551	−348	TRIM
376	Laird Norton Wetherby Trust Company, LLC	$3.0M	51,830	+977	ADD
377	JOHNSON INVESTMENT COUNSEL INC	$3.0M	52,255	−2,096	TRIM
378	Lombard Odier Asset Management (Switzerland) SA	$3.0M	51,679	−6,000	TRIM
379	Orange Investment Advisors, Inc.	$2.9M	51,173	−6,812	TRIM
380	Siemens Fonds Invest GmbH	$2.9M	51,081	0	NO CHANGE
381	OPPENHEIMER & CO INC	$2.9M	51,019	+2,109	ADD
382	Costello Asset Management, INC	$2.9M	50,313	−594	TRIM
383	Rossmore Private Capital	$2.9M	49,701	−376	TRIM
384	Private Advisor Group, LLC	$2.9M	50,060	−3,601	TRIM
385	KAVAR CAPITAL PARTNERS GROUP, LLC	$2.9M	49,734	−2,362	TRIM
386	CENTRAL TRUST Co	$2.8M	49,410	−639	TRIM
387	Robeco Institutional Asset Management B.V.	$2.8M	49,296	−50	TRIM
388	UMB Bank, n.a.	$2.8M	49,026	+30	ADD
389	CFM WEALTH PARTNERS LLC	$2.7M	47,088	0	NO CHANGE
390	HANCOCK WHITNEY CORP	$2.7M	46,567	+46,567	NEW
391	Bleakley Financial Group, LLC	$2.7M	46,533	+10,332	ADD
392	Northside Capital Management, LLC	$2.7M	46,472	−4,007	TRIM
393	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.6M	45,973	+2,501	ADD
394	CULBERTSON A N & CO INC	$2.6M	45,970	−21,624	TRIM
395	Birch Hill Investment Advisors LLC	$2.6M	45,929	−44,628	TRIM
396	Empirical Finance, LLC	$2.6M	45,853	−98	TRIM
397	Penobscot Investment Management Company, Inc.	$2.6M	45,487	−1,935	TRIM
398	E Fund Management Co., Ltd.	$2.6M	45,224	—	NO PRIOR
399	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$2.6M	44,989	0	NO CHANGE
400	BOYAR ASSET MANAGEMENT INC.	$2.6M	44,762	−100	TRIM
401	MASTERINVEST Kapitalanlage GmbH	$2.6M	44,648	+3,423	ADD
402	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.5M	43,911	−59,871	TRIM
403	EDMOND DE ROTHSCHILD HOLDING S.A.	$2.5M	43,832	+7,518	ADD
404	Newport Trust Company, LLC	$2.5M	43,510	−2,968	TRIM
405	NORDEN GROUP LLC	$2.5M	43,371	+27,192	ADD
406	Metis Global Partners, LLC	$2.5M	43,106	+2,077	ADD
407	Envestnet Portfolio Solutions, Inc.	$2.5M	42,846	−109,377	TRIM
408	Sequoia Financial Advisors, LLC	$2.5M	42,813	−280	TRIM
409	NICOLET BANKSHARES INC	$2.4M	42,675	+42,675	NEW
410	Lineweaver Wealth Advisors, LLC	$2.4M	42,360	+7,538	ADD
411	Cedar Wealth Management, LLC	$2.4M	42,218	0	NO CHANGE
412	44 WEALTH MANAGEMENT LLC	$2.4M	41,817	+4,051	ADD
413	ELEVATION POINT WEALTH PARTNERS, LLC	$2.4M	41,526	+18,152	ADD
414	Moors & Cabot, Inc.	$2.4M	41,434	−138	TRIM
415	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.4M	41,016	−214	TRIM
416	Man Group plc	$2.4M	40,988	+40,988	NEW
417	Mesirow Financial Investment Management, Inc.	$2.4M	40,848	+20,137	ADD
418	PANAGORA ASSET MANAGEMENT INC	$2.4M	40,849	−4,076	TRIM
419	EASTERN BANK	$2.3M	40,289	−223,798	TRIM
420	SouthState Bank Corp	$2.3M	40,137	−204	TRIM
421	GWN SECURITIES INC.	$2.3M	39,996	−8,851	TRIM
422	CITIZENS FINANCIAL GROUP INC/RI	$2.3M	39,710	−4,782	TRIM
423	Havemeyer Place LP	$2.3M	39,690	+39,690	NEW
424	StoneX Group Inc.	$2.3M	38,759	+931	ADD
425	Apella Capital, LLC	$2.2M	39,174	+10,892	ADD
426	COURIER CAPITAL LLC	$2.2M	38,087	−903	TRIM
427	GROUPAMA ASSET MANAGMENT	$2.2M	37,964	+11,846	ADD
428	Callan Family Office, LLC	$2.2M	37,623	+3,793	ADD
429	North Dakota State Investment Board	$2.2M	37,531	−6,904	TRIM
430	QUADRANT CAPITAL GROUP LLC	$2.1M	37,170	+19,278	ADD
431	Assenagon Asset Management S.A.	$2.1M	37,160	−837	TRIM
432	Lantz Financial LLC	$2.1M	36,572	−479	TRIM
433	Meeder Advisory Services, Inc.	$2.1M	36,221	+5,638	ADD
434	Arax Advisory Partners	$2.1M	36,177	+27,254	ADD
435	PKO Investment Management Joint-Stock Co	$2.1M	36,000	−65,066	TRIM
436	McKinley Carter Wealth Services, Inc.	$2.1M	35,891	+1,695	ADD
437	Clearstead Advisors, LLC	$2.1M	35,879	−3,902	TRIM
438	Zurich Insurance Group Ltd/FI	$2.1M	35,832	0	NO CHANGE
439	EAGLE GLOBAL ADVISORS LLC	$2.1M	35,739	0	NO CHANGE
440	SAPIENT CAPITAL LLC	$2.1M	35,371	−4,542	TRIM
441	Capital Group Investment Management Pte. Ltd.	$2.0M	34,894	−11,998	TRIM
442	SECURIAN ASSET MANAGEMENT, INC	$2.0M	34,774	−313	TRIM
443	Mill Capital Management, LLC	$2.0M	34,615	−6,174	TRIM
444	MONETA GROUP INVESTMENT ADVISORS LLC	$2.0M	34,456	+7,157	ADD
445	COLDSTREAM CAPITAL MANAGEMENT INC	$2.0M	34,419	+4,468	ADD
446	Trek Financial, LLC	$2.0M	34,160	+7,846	ADD
447	Hartford Financial Management Inc.	$2.0M	34,128	+1,800	ADD
448	Squarepoint Ops LLC	$2.0M	34,074	−314	TRIM
449	BANQUE PICTET & CIE SA	$1.9M	33,792	−13,858	TRIM
450	Savant Capital, LLC	$1.9M	33,768	+7,386	ADD
451	PFW Advisors LLC	$1.9M	33,553	+209	ADD
452	LGT Fund Management Co Ltd.	$1.9M	33,174	−18,528	TRIM
453	YHB Investment Advisors, Inc.	$1.9M	33,027	−3,253	TRIM
454	MGO ONE SEVEN LLC	$1.9M	32,680	+6,166	ADD
455	Nicholson Wealth Management Group, LLC	$1.9M	32,543	+455	ADD
456	TCV Trust & Wealth Management, Inc.	$1.9M	32,311	+2,978	ADD
457	Vise Technologies, Inc.	$1.9M	34,414	0	NO CHANGE
458	WEALTH ALLIANCE, LLC	$1.8M	31,712	+10,579	ADD
459	Center for Wealth Management Advisory	$1.8M	31,552	—	NO PRIOR
460	STEPHENS INC /AR/	$1.8M	31,096	+1,571	ADD
461	Banque Cantonale Vaudoise	$1.8M	31,015	+6,559	ADD
462	Blue Trust, Inc.	$1.8M	30,847	−6,240	TRIM
463	Meiji Yasuda Asset Management Co Ltd.	$1.8M	30,798	−124	TRIM
464	AlphaCore Capital LLC	$1.8M	30,328	−12,452	TRIM
465	GC Wealth Management RIA, LLC	$1.8M	30,471	+715	ADD
466	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$1.8M	30,458	+16,803	ADD
467	Centiva Capital, LP	$1.8M	30,429	+30,429	NEW
468	LOWE BROCKENBROUGH & CO INC	$1.8M	30,425	−7,000	TRIM
469	Richard Bernstein Advisors LLC	$1.7M	30,030	0	NO CHANGE
470	OPPENHEIMER ASSET MANAGEMENT INC.	$1.7M	29,991	−8,343	TRIM
471	LOM Asset Management Ltd	$1.7M	29,910	−1,904	TRIM
472	Raab & Moskowitz Asset Management LLC	$1.7M	29,877	+1,309	ADD
473	World Investment Advisors	$1.7M	29,693	−2,776	TRIM
474	Independent Advisor Alliance	$1.7M	29,640	−11,855	TRIM
475	Bridgefront Capital, LLC	$1.7M	29,377	−11,542	TRIM
476	Granite Investment Partners, LLC	$1.7M	29,284	+177	ADD
477	Smartleaf Asset Management LLC	$1.7M	28,582	+104	ADD
478	Dakota Wealth Management	$1.7M	28,668	+1,035	ADD
479	Evelyn Partners Asset Management Ltd	$1.6M	28,621	+2,668	ADD
480	Kintegral Advisory, LLC	$1.6M	28,056	−1,244	TRIM
481	RED CEDAR INVESTMENT MANAGEMENT, LLC	$1.6M	28,170	−166	TRIM
482	Frank, Rimerman Advisors LLC	$1.6M	28,167	−3,902	TRIM
483	Farmers & Merchants Trust Co of Long Beach	$1.6M	28,098	−757	TRIM
484	Wallace Capital Management Inc.	$1.6M	27,895	−1,971	TRIM
485	Capital Asset Advisory Services LLC	$1.6M	27,809	+386	ADD
486	Carlson Capital, L.P.	$1.6M	27,600	+15,200	ADD
487	Aviso Financial Inc.	$1.6M	27,489	+5,316	ADD
488	Sound View Wealth Advisors Group, LLC	$1.6M	27,418	−1,480	TRIM
489	Savoir Faire Capital Management, L.P.	$1.6M	27,079	+27,079	NEW
490	MONTAG A & ASSOCIATES INC	$1.5M	26,629	−225	TRIM
491	one8zero8, LLC	$1.5M	26,810	0	NO CHANGE
492	Cascade Investment Advisors, Inc.	$1.5M	26,593	−2,940	TRIM
493	Vest Financial, LLC	$1.5M	26,291	+2,742	ADD
494	LONDON CO OF VIRGINIA	$1.5M	26,138	0	NO CHANGE
495	Aster Capital Management (DIFC) Ltd	$1.5M	22,110	+21,054	ADD
496	KFA Private Wealth Group, LLC	$1.5M	25,571	−96	TRIM
497	Haverford Trust Co	$1.5M	25,384	+22	ADD
498	RWA WEALTH PARTNERS, LLC	$1.5M	25,363	−2,333	TRIM
499	Hills Bank & Trust Co	$1.5M	25,262	−8,955	TRIM
500	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$1.4M	24,760	−2,935	TRIM

Truncated by Public Filings. Top 500 of 1,313 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MDLZ

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 2 Julie Johnson D–TX-32, Kevin Hern R–OK-1 $2K–$30K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $19.7M held
Trimming: 2 Bridgewater Associates, Caxton Associates $5.1M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · MONDELEZ INTL INC

Merged timeline of congressional filings and notable-manager moves on MDLZ
Date	Who	Change	Size
2026-08-10	Kevin Hern Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+94,498 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−29,563 sh
2026-05-14	Caxton Associates 13F	TRIM	−5,958 sh

6 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.