Public record / Tickers / MDLZ

MDLZ — Mondelez International, Inc.

Both disclosure regimes on one name: who in Congress filed about MDLZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
74
all PTR rows naming MDLZ
Members · 12m
5
1 buys · 8 sells · by trade date
Latest PTR
08-10
filed 2026-08-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-03-06 → filed 2023-04-17. Ranked over every MDLZ row by the provable lower bound, never a point estimate.

5 members · 1 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

17 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

19 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 19 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MDLZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MDLZ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-10Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-05 +5d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 74 ↗

Members active in MDLZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MDLZ in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-325−$59.0K to $11.0K4
Alan Armstrong R–OK1−$15.0K to −$1.0K2
Kevin Hern R–OK-11−$15.0K to −$1.0K1
Rick Larsen D–WA-21−$15.0K to −$1.0K1
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MDLZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
3 Alan Armstrong R–OK, Julie Johnson D–TX-32, Kevin Hern R–OK-1 $3K–$45K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $19.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MONDELEZ INTL INC

Merged timeline of congressional filings and notable-manager moves on MDLZ
DateWhoChangeSize
2026-08-10Kevin Hern CongressSale$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+94,498 sh
2026-05-15Bridgewater Associates 13Ftrim−29,563 sh
2026-05-14Caxton Associates 13Ftrim−5,958 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MDLZ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.8B1
3Capital Research Global Investors$3.9B1
4JPMORGAN CHASE & CO$3.6B1
5STATE STREET CORP$3.6B1
6Capital International Investors$2.9B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
8FMR LLC$1.4B1
9MORGAN STANLEY$1.3B1
10BANK OF AMERICA CORP /DE/$1.2B1
11Invesco Ltd.$1.1B1
12NORTHERN TRUST CORP$795M1
13Nuveen, LLC$774M1
14DEUTSCHE BANK AG\$742M1
15UBS Group AG$680M1
16WELLS FARGO & COMPANY/MN$604M1
17DIMENSIONAL FUND ADVISORS LP$544M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$494M1
19Legal & General Group Plc$466M1
20VANGUARD FIDUCIARY TRUST CO$416M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$415M1
22AMERICAN CENTURY COMPANIES INC$340M1
23HARRIS ASSOCIATES L P$325M1
24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$324M1
25FRANKLIN RESOURCES INC$311M1
26Point72 Asset Management, L.P.$284M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$284M1
28CIBC Bancorp USA Inc.$275M1
29FEDERATED HERMES, INC.$227M1
30ROYAL BANK OF CANADA$225M1
31BANK OF MONTREAL /CAN/$222M1
32Swiss National Bank$218M1
33ENVESTNET ASSET MANAGEMENT INC$216M1
34Lindsell Train Ltd$205M1
35BALYASNY ASSET MANAGEMENT L.P.$201M1
36Guinness Asset Management LTD$200M1
37National Pension Service$196M1
38Ensign Peak Advisors, Inc$195M1
39Amundi$187M1
40RAYMOND JAMES FINANCIAL INC$187M1
41NORDEA INVESTMENT MANAGEMENT AB$176M1
42Mitsubishi UFJ Asset Management Co., Ltd.$174M1
43MILLENNIUM MANAGEMENT LLC$174M1
44Vanguard Global Advisers, LLC$163M1
45VANGUARD ASSET MANAGEMENT, Ltd$152M1
46HSBC HOLDINGS PLC$149M1
47BROWN ADVISORY INC$127M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$125M1
49CITIGROUP INC$120M1
50LPL Financial LLC$109M1
51AVIVA PLC$109M1
52CANADA PENSION PLAN INVESTMENT BOARD$109M1
53ADAGE CAPITAL PARTNERS GP, L.L.C.$106M1
54ProShare Advisors LLC$105M1
551832 Asset Management L.P.$103M1
56Freestone Grove Partners LP$103M1
57Universal- Beteiligungs- und Servicegesellschaft mbH$92.9M1
58NEW YORK STATE COMMON RETIREMENT FUND$89.9M1
59MACKENZIE FINANCIAL CORP$89.1M1
60Allspring Global Investments Holdings, LLC$88.9M1
61Aberdeen Group plc$88.8M1
62Focus Partners Wealth$87.6M1
63PRINCIPAL FINANCIAL GROUP INC$86.8M1
64STIFEL FINANCIAL CORP$85.5M1
65Contrarius Group Holdings Ltd$85.3M1
66MASSACHUSETTS FINANCIAL SERVICES CO /MA/$84.9M1
67STOREBRAND ASSET MANAGEMENT AS$78.7M1
68BNP Paribas Asset Management Holding S.A.$78.1M1
69NATIONAL BANK OF CANADA /FI/$74.3M1
70HighTower Advisors, LLC$73.4M1
71Capital International, Inc./CA/$72.1M1
72PFA Pension, Forsikringsaktieselskab$71.7M1
73Grantham, Mayo, Van Otterloo & Co. LLC$69.3M1
74ALLIANCEBERNSTEIN L.P.$68.7M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$65.9M1
76FIRST TRUST ADVISORS LP$65.2M1
77CRAWFORD INVESTMENT COUNSEL INC$64.2M1
78US BANCORP \DE\$63.9M1
79Corient Private Wealth LLC$62.3M1
80CIBC Asset Management Inc$62.0M1
81SCOPUS ASSET MANAGEMENT, L.P.$60.5M1
82Quilter Plc$60.0M1
83MENORA MIVTACHIM HOLDINGS LTD.$58.4M1
84GUGGENHEIM CAPITAL LLC$56.4M1
85SCHRODER INVESTMENT MANAGEMENT GROUP$54.6M1
86Epoch Investment Partners, Inc.$51.2M1
87NEOS Investment Management LLC$51.1M1
88NOMURA ASSET MANAGEMENT CO LTD$50.4M1
89FIRST MANHATTAN CO. LLC.$50.3M1
90Retirement Systems of Alabama$50.3M1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$49.6M1
92FIRST FINANCIAL BANKSHARES INC$48.7M1
93Swedbank AB$47.9M1
94Capital World Investors$46.9M1
95TD ASSET MANAGEMENT INC$46.8M1
96Cerity Partners LLC$46.4M1
97BLAIR WILLIAM & CO/IL$46.3M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$46.1M1
99Compagnie Lombard Odier SCmA$45.8M1
100STATE OF WISCONSIN INVESTMENT BOARD$43.8M1
101Rockefeller Capital Management L.P.$43.8M1
102Korea Investment CORP$42.8M1
103TRUIST FINANCIAL CORP$40.9M1
104Hook Mill Capital Partners, LP$40.9M1
105FIFTH THIRD BANCORP$40.8M1
106DEPRINCE RACE & ZOLLO INC$40.7M1
107ZWJ INVESTMENT COUNSEL INC$39.8M1
108Mirae Asset Global Investments Co., Ltd.$39.8M1
109Asset Management One Co., Ltd.$39.4M1
110Mariner, LLC$39.2M1
111Woodline Partners LP$39.0M1
112FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$37.8M1
113Chevy Chase Trust Holdings, LLC$37.3M1
114Vanguard Investments Australia, Ltd.$37.1M1
115REGIONS FINANCIAL CORP$37.0M1
116Cetera Investment Advisers$36.6M1
117Banco Santander, S.A.$36.3M1
118PRUDENTIAL FINANCIAL INC$36.3M1
119CI INVESTMENTS INC.$36.2M1
120CONNING INC.$36.2M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$35.2M1
122CORDA Investment Management, LLC.$34.9M1
123GATEWAY INVESTMENT ADVISERS LLC$34.8M1
124CREDIT AGRICOLE S A$34.6M1
125HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$34.5M1
126AQR CAPITAL MANAGEMENT LLC$34.4M1
127BERKSHIRE ASSET MANAGEMENT LLC/PA$34.4M1
128Cannell & Spears LLC$33.1M1
129MANE GLOBAL CAPITAL MANAGEMENT LP$32.6M1
130ROYAL LONDON ASSET MANAGEMENT LTD$32.6M1
131Pictet Asset Management Holding SA$32.6M1
132Quantinno Capital Management LP$32.3M1
133COMMERCE BANK$31.7M1
134Vident Advisory, LLC$31.4M1
135BLI - Banque de Luxembourg Investments$30.8M1
136NorthRock Partners, LLC$29.5M1
137BENJAMIN EDWARDS INC$29.4M1
138SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.7M1
139SEI INVESTMENTS CO$27.0M1
140Resona Asset Management Co.,Ltd.$26.9M1
141EXCHANGE TRADED CONCEPTS, LLC$25.8M1
142State of New Jersey Common Pension Fund D$25.5M1
143Alyeska Investment Group, L.P.$25.5M1
144Allworth Financial LP$25.2M1
145LGT Group Foundation$25.1M1
146FACTORY MUTUAL INSURANCE CO$24.6M1
147Creative Planning$24.5M1
148ASSOCIATED BANC-CORP$24.3M1
149Calamos Advisors LLC$24.1M1
150VOYA INVESTMENT MANAGEMENT LLC$23.9M1
151Lansforsakringar Fondforvaltning AB (publ)$23.7M1
152Ceredex Value Advisors LLC$23.6M1
153NATIXIS$23.1M1
154WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.5M1
155Beacon Pointe Advisors, LLC$22.3M1
156TORONTO DOMINION BANK$22.2M1
157WELLINGTON MANAGEMENT GROUP LLP$21.6M1
158CIBC WORLD MARKET INC.$21.4M1
159CITADEL ADVISORS LLC$21.2M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$20.7M1
161Arizona State Retirement System$20.4M1
162TWO SIGMA INVESTMENTS, LP$20.3M1
163OSAIC HOLDINGS, INC.$20.2M1
164Czech National Bank$20.1M1
165CLIFFORD SWAN INVESTMENT COUNSEL LLC$19.9M1
166COMMONWEALTH EQUITY SERVICES, LLC$19.9M1
167Daiwa Securities Group Inc.$19.7M1
168Gotham Asset Management, LLC$19.7M1
169Baird Financial Group, Inc.$19.5M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$19.3M1
171Stack Financial Management, Inc$19.2M1
172TD Waterhouse Canada Inc.$19.0M1
173CAPITOLIS LIQUID GLOBAL MARKETS LLC$18.9M1
174Capital International Sarl$18.7M1
175Badgley Phelps Wealth Managers, LLC$18.6M1
176VILLERE ST DENIS J & CO LLC$18.1M1
177ExodusPoint Capital Management, LP$17.9M1
178Varma Mutual Pension Insurance Co$17.7M1
179DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$17.6M1
180COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.2M1
181BANK OF NOVA SCOTIA$16.9M1
182TEACHER RETIREMENT SYSTEM OF TEXAS$16.5M1
183CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$16.5M1
184Crossmark Global Holdings, Inc.$16.1M1
185Rafferty Asset Management, LLC$16.1M1
186SEB Asset Management AB$16.0M1
187&PARTNERS$15.9M1
188Rakuten Investment Management, Inc.$15.6M1
189Eurizon Capital SGR S.p.A.$15.5M1
190KLINGENSTEIN FIELDS & CO LP$15.4M1
191MAI Capital Management$15.3M1
192Tidal Investments LLC$15.1M1
193LIBERTY ONE INVESTMENT MANAGEMENT, LLC$15.0M1
194IFM Investors Pty Ltd$15.0M1
195BOURGEON CAPITAL MANAGEMENT LLC$14.9M1
196Federation des caisses Desjardins du Quebec$14.6M1
197KING LUTHER CAPITAL MANAGEMENT CORP$14.5M1
198Henshaw Capital LLC$14.4M1
199Osmosis Investment Management UK Ltd$14.3M1
200M&T BANK CORP$14.3M1
201M&G Plc$14.1M1
202Pinnacle Financial Partners, Inc.$14.0M1
203Bank Pictet & Cie (Europe) AG$14.0M1
204DAVENPORT & Co LLC$14.0M1
205Covea Finance$13.5M1
206Candriam S.C.A.$13.3M1
207XPONANCE LLC$13.1M1
208USS Investment Management Ltd$12.9M1
209Capital Group Private Client Services, Inc.$12.6M1
210FIRST NATIONAL BANK OF OMAHA$12.4M1
211Utah Retirement Systems$12.1M1
212INTACT INVESTMENT MANAGEMENT INC.$12.0M1
213PUBLIC SECTOR PENSION INVESTMENT BOARD$11.8M1
214Sanctuary Advisors, LLC$11.8M1
215Night Squared LP$11.8M1
216TCTC Holdings, LLC$11.7M1
217LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$11.6M1
218Janus Henderson Group Ltd.$11.5M1
219KEYBANK NATIONAL ASSOCIATION/OH$11.4M1
220Wealthfront Advisers LLC$11.4M1
221Sumitomo Mitsui DS Asset Management Company, Ltd$11.3M1
222HOWE & RUSLING INC$11.2M1
223CAPITAL INTERNATIONAL LTD /CA/$11.1M1
224O'SHAUGHNESSY ASSET MANAGEMENT, LLC$11.0M1
225NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.0M1
226Cresset Asset Management, LLC$10.8M1
227Swiss Life Asset Management Ltd$10.7M1
228ASSETMARK, INC$10.6M1
229Orion Porfolio Solutions, LLC$10.6M1
230BOOTHBAY FUND MANAGEMENT, LLC$10.4M1
231B. Metzler seel. Sohn & Co. AG$10.3M1
232NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.3M1
233BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.3M1
234Addenda Capital Inc.$9.9M1
235Empowered Funds, LLC$9.7M1
236ICICI Prudential Asset Management Co Ltd$9.5M1
237Tabor Asset Management, LP$9.5M1
238IQ EQ FUND MANAGEMENT (IRELAND) Ltd$9.5M1
239Fisher Funds Management LTD$9.4M1
240MERCER GLOBAL ADVISORS INC /ADV$9.3M1
241UNIVEST FINANCIAL Corp$9.2M1
242Bryn Mawr Trust Advisors, LLC$9.0M1
243Steward Partners Investment Advisory, LLC$8.7M1
244Avanza Fonder AB$8.6M1
245SHELTON CAPITAL MANAGEMENT$8.6M1
246Pathstone Holdings, LLC$8.5M1
247Vanguard Personalized Indexing Management, LLC$8.5M1
248Nippon Life Global Investors Americas, Inc.$8.5M1
249OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.5M1
250Foster Victor Wealth Advisors, LLC$8.4M1
251MEYER HANDELMAN CO$8.3M1
252TRITONPOINT WEALTH, LLC$8.3M1
253ASR Vermogensbeheer N.V.$8.2M1
254W.G. Shaheen & Associates DBA Whitney & Co$8.2M1
255MATTERN CAPITAL MANAGEMENT, LLC$8.1M1
256BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.1M1
257WATERS PARKERSON & CO., LLC$8.0M1
258PARTHENON LLC$8.0M1
259Evelyn Partners Investment Management Services Ltd$7.9M1
260MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
261WHITTIER TRUST CO$7.7M1
262Walleye Capital LLC$7.6M1
263UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.5M1
264MACQUARIE GROUP LTD$7.4M1
265Waverly Advisors, LLC$7.4M1
266ALLIANZ SE$7.4M1
267Morningstar Investment Management LLC$7.3M1
268ING GROEP NV$7.2M1
269AZZAD ASSET MANAGEMENT INC /ADV$7.1M1
270Aptus Capital Advisors, LLC$7.0M1
271MML INVESTORS SERVICES, LLC$7.0M1
272Dai-ichi Life Insurance Company, Ltd$6.9M1
273Norinchukin Bank, The$6.8M1
274Northwest & Ethical Investments L.P.$6.7M1
275Voleon Capital Management LP$6.7M1
276Kingsview Wealth Management, LLC$6.7M1
277Investment Management Corp of Ontario$6.6M1
278HB Wealth Management, LLC$6.6M1
279Illinois Municipal Retirement Fund$6.6M1
280Atria Investments, Inc$6.5M1
281ALPINE WOODS CAPITAL INVESTORS, LLC$6.5M1
282TOTH FINANCIAL ADVISORY CORP$6.5M1
283UniSuper Management Pty Ltd$6.3M1
284Wilmington Savings Fund Society, FSB$6.1M1
285AE Wealth Management LLC$6.1M1
286Evelyn Partners Investment Management LLP$6.0M1
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.0M1
288SALEM INVESTMENT COUNSELORS INC$6.0M1
289XTX Topco Ltd$5.8M1
290Magellan Asset Management Ltd$5.8M1
291PROFUND ADVISORS LLC$5.7M1
292Apollon Wealth Management, LLC$5.6M1
293Atom Investors LP$5.6M1
294FIL Ltd$5.6M1
295Hudson Bay Capital Management LP$5.4M1
296Vestmark Advisory Solutions, Inc.$5.3M1
297GRANDFIELD & DODD, LLC$5.3M1
298Vontobel Holding Ltd.$5.2M1
299NewEdge Advisors, LLC$5.1M1
300HM PAYSON & CO$5.1M1
301Pavion Blue Capital, LLC$5.1M1
302TOWNSQUARE CAPITAL LLC$5.1M1
303Taproot Management LP$5.1M1
304Arvest Bank Trust Division$5.0M1
305WHITTIER TRUST CO OF NEVADA INC$4.9M1
306NOMURA HOLDINGS INC$4.9M1
307RBF Capital, LLC$4.9M1
308PALISADE CAPITAL MANAGEMENT, LP$4.8M1
309CHOREO, LLC$4.8M1
310WINTON GROUP Ltd$4.8M1
311PINNACLE ASSOCIATES LTD$4.7M1
312Alpha Omega Wealth Management LLC$4.7M1
313Darwins River Capital, LP$4.5M1
314ABN AMRO INVESTMENT SOLUTIONS$4.5M1
315EFG International AG$4.5M1
316Summit Trail Advisors, LLC$4.5M1
317MIZUHO SECURITIES USA LLC$4.5M1
318Perennial Advisors, LLC$4.5M1
319BAILARD, INC.$4.4M1
320Infusive Asset Management Inc.$4.3M1
321Allianz Asset Management GmbH$4.3M1
322Lido Advisors, LLC$4.3M1
323SCOTIA CAPITAL INC.$4.3M1
324Bridgewater Associates, LP$4.3M1
325ABN AMRO Bank N.V.$4.2M1
326Modera Wealth Management, LLC$4.1M1
327INTECH INVESTMENT MANAGEMENT LLC$4.1M1
328QRG CAPITAL MANAGEMENT, INC.$4.1M1
329Addison Capital Co$4.1M1
330Equitable Holdings, Inc.$4.1M1
331BBR PARTNERS, LLC$4.1M1
332Merit Financial Group, LLC$4.1M1
333Snowden Capital Advisors LLC$4.0M1
334Kestra Advisory Services, LLC$4.0M1
335Ashton Thomas Private Wealth, LLC$3.8M1
336AIA Group Ltd$3.8M1
337Maryland State Retirement & Pension System$3.7M1
338Graham Capital Management, L.P.$3.7M1
339Inspire Investing, LLC$3.7M1
340Value Partners Investments Inc.$3.7M1
341Owlhouse Capital LP$3.7M1
342American Trust Investment Advisors, LLC$3.7M1
343Stratos Wealth Partners, LTD.$3.6M1
344APG Asset Management N.V.$3.6M1
345GREAT VALLEY ADVISOR GROUP, INC.$3.6M1
346CWM, LLC$3.6M1
347OMERS ADMINISTRATION Corp$3.6M1
348D.A. DAVIDSON & CO.$3.6M1
349NewEdge Wealth, LLC$3.6M1
350Advisors Asset Management, Inc.$3.5M1
351JANE STREET GROUP, LLC$3.5M1
352American Assets Investment Management, LLC$3.5M1
353GLOBALT Investments LLC / GA$3.5M1
354Atlantic Union Bankshares Corp$3.5M1
355Fideuram Asset Management (Ireland) dac$3.5M1
356FIRST INTERSTATE BANK$3.4M1
357Concurrent Investment Advisors, LLC$3.4M1
358CHARTER RESEARCH & INVESTMENT GROUP, INC.$3.3M1
359SP Asset Management LLC$3.3M1
360Glenview Trust Co$3.3M1
361TOCQUEVILLE ASSET MANAGEMENT L.P.$3.3M1
362Portside Wealth Group, LLC$3.3M1
363Town & Country Bank & Trust CO dba First Bankers Trust CO$3.2M1
364MONEY CONCEPTS CAPITAL CORP$3.2M1
365CAPSTONE INVESTMENT ADVISORS, LLC$3.2M1
366Bronte Capital Management Pty Ltd.$3.2M1
367Tower Research Capital LLC (TRC)$3.2M1
368New Age Alpha Advisors, LLC$3.2M1
369Encore Global Management, LP$3.2M1
370Elo Mutual Pension Insurance Co$3.2M1
371PARSONS CAPITAL MANAGEMENT INC/RI$3.2M1
372Stamos Capital Partners, L.P.$3.2M1
373CAISSE DES DEPOTS ET CONSIGNATIONS$3.1M1
374Stablepoint Partners, LLC$3.0M1
375MUFG Securities EMEA plc$3.0M1
376Laird Norton Wetherby Trust Company, LLC$3.0M1
377JOHNSON INVESTMENT COUNSEL INC$3.0M1
378Lombard Odier Asset Management (Switzerland) SA$3.0M1
379Orange Investment Advisors, Inc.$2.9M1
380Siemens Fonds Invest GmbH$2.9M1
381OPPENHEIMER & CO INC$2.9M1
382Costello Asset Management, INC$2.9M1
383Rossmore Private Capital$2.9M1
384Private Advisor Group, LLC$2.9M1
385KAVAR CAPITAL PARTNERS GROUP, LLC$2.9M1
386CENTRAL TRUST Co$2.8M1
387Robeco Institutional Asset Management B.V.$2.8M1
388UMB Bank, n.a.$2.8M1
389CFM WEALTH PARTNERS LLC$2.7M1
390HANCOCK WHITNEY CORP$2.7M1
391Bleakley Financial Group, LLC$2.7M1
392Northside Capital Management, LLC$2.7M1
393MITCHELL & PAHL PRIVATE WEALTH, LLC$2.6M1
394CULBERTSON A N & CO INC$2.6M1
395Birch Hill Investment Advisors LLC$2.6M1
396Empirical Finance, LLC$2.6M1
397Penobscot Investment Management Company, Inc.$2.6M1
398E Fund Management Co., Ltd.$2.6M1
399OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$2.6M1
400BOYAR ASSET MANAGEMENT INC.$2.6M1
401MASTERINVEST Kapitalanlage GmbH$2.6M1
402TOKIO MARINE ASSET MANAGEMENT CO LTD$2.5M1
403EDMOND DE ROTHSCHILD HOLDING S.A.$2.5M1
404Newport Trust Company, LLC$2.5M1
405NORDEN GROUP LLC$2.5M1
406Metis Global Partners, LLC$2.5M1
407Envestnet Portfolio Solutions, Inc.$2.5M1
408Sequoia Financial Advisors, LLC$2.5M1
409NICOLET BANKSHARES INC$2.4M1
410Lineweaver Wealth Advisors, LLC$2.4M1
411Cedar Wealth Management, LLC$2.4M1
41244 WEALTH MANAGEMENT LLC$2.4M1
413ELEVATION POINT WEALTH PARTNERS, LLC$2.4M1
414Moors & Cabot, Inc.$2.4M1
415NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.4M1
416Man Group plc$2.4M1
417Mesirow Financial Investment Management, Inc.$2.4M1
418PANAGORA ASSET MANAGEMENT INC$2.4M1
419EASTERN BANK$2.3M1
420SouthState Bank Corp$2.3M1
421GWN SECURITIES INC.$2.3M1
422CITIZENS FINANCIAL GROUP INC/RI$2.3M1
423Havemeyer Place LP$2.3M1
424StoneX Group Inc.$2.3M1
425Apella Capital, LLC$2.2M1
426COURIER CAPITAL LLC$2.2M1
427GROUPAMA ASSET MANAGMENT$2.2M1
428Callan Family Office, LLC$2.2M1
429North Dakota State Investment Board$2.2M1
430QUADRANT CAPITAL GROUP LLC$2.1M1
431Assenagon Asset Management S.A.$2.1M1
432Lantz Financial LLC$2.1M1
433Meeder Advisory Services, Inc.$2.1M1
434Arax Advisory Partners$2.1M1
435PKO Investment Management Joint-Stock Co$2.1M1
436McKinley Carter Wealth Services, Inc.$2.1M1
437Clearstead Advisors, LLC$2.1M1
438Zurich Insurance Group Ltd/FI$2.1M1
439EAGLE GLOBAL ADVISORS LLC$2.1M1
440SAPIENT CAPITAL LLC$2.1M1
441Capital Group Investment Management Pte. Ltd.$2.0M1
442SECURIAN ASSET MANAGEMENT, INC$2.0M1
443Mill Capital Management, LLC$2.0M1
444MONETA GROUP INVESTMENT ADVISORS LLC$2.0M1
445COLDSTREAM CAPITAL MANAGEMENT INC$2.0M1
446Trek Financial, LLC$2.0M1
447Hartford Financial Management Inc.$2.0M1
448Squarepoint Ops LLC$2.0M1
449BANQUE PICTET & CIE SA$1.9M1
450Savant Capital, LLC$1.9M1
451PFW Advisors LLC$1.9M1
452LGT Fund Management Co Ltd.$1.9M1
453YHB Investment Advisors, Inc.$1.9M1
454MGO ONE SEVEN LLC$1.9M1
455Nicholson Wealth Management Group, LLC$1.9M1
456TCV Trust & Wealth Management, Inc.$1.9M1
457Vise Technologies, Inc.$1.9M1
458WEALTH ALLIANCE, LLC$1.8M1
459Center for Wealth Management Advisory$1.8M1
460STEPHENS INC /AR/$1.8M1
461Banque Cantonale Vaudoise$1.8M1
462Blue Trust, Inc.$1.8M1
463Meiji Yasuda Asset Management Co Ltd.$1.8M1
464AlphaCore Capital LLC$1.8M1
465GC Wealth Management RIA, LLC$1.8M1
466PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.8M1
467Centiva Capital, LP$1.8M1
468LOWE BROCKENBROUGH & CO INC$1.8M1
469Richard Bernstein Advisors LLC$1.7M1
470OPPENHEIMER ASSET MANAGEMENT INC.$1.7M1
471LOM Asset Management Ltd$1.7M1
472Raab & Moskowitz Asset Management LLC$1.7M1
473World Investment Advisors$1.7M1
474Independent Advisor Alliance$1.7M1
475Bridgefront Capital, LLC$1.7M1
476Granite Investment Partners, LLC$1.7M1
477Smartleaf Asset Management LLC$1.7M1
478Dakota Wealth Management$1.7M1
479Evelyn Partners Asset Management Ltd$1.6M1
480Kintegral Advisory, LLC$1.6M1
481RED CEDAR INVESTMENT MANAGEMENT, LLC$1.6M1
482Frank, Rimerman Advisors LLC$1.6M1
483Farmers & Merchants Trust Co of Long Beach$1.6M1
484Wallace Capital Management Inc.$1.6M1
485Capital Asset Advisory Services LLC$1.6M1
486Carlson Capital, L.P.$1.6M1
487Aviso Financial Inc.$1.6M1
488Sound View Wealth Advisors Group, LLC$1.6M1
489Savoir Faire Capital Management, L.P.$1.6M1
490MONTAG A & ASSOCIATES INC$1.5M1
491one8zero8, LLC$1.5M1
492Cascade Investment Advisors, Inc.$1.5M1
493Vest Financial, LLC$1.5M1
494LONDON CO OF VIRGINIA$1.5M1
495Aster Capital Management (DIFC) Ltd$1.5M1
496KFA Private Wealth Group, LLC$1.5M1
497Haverford Trust Co$1.5M1
498RWA WEALTH PARTNERS, LLC$1.5M1
499Hills Bank & Trust Co$1.5M1
500JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 8 sell
Congress net ($ bound)−$119K to $7.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MDLZ

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MDLZ
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MDLZ · financials and macro

Financials — as filed PLANNED

MDLZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MDLZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing