Guru Ownership Trend
Guru Analysis for Mondelez International, Inc. (MDLZ)
Mondelez International, Inc. (MDLZ), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.4 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $150.9 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Manning & Napier Group reduced exposure by 51.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.25% | New Buy | 2,417,896 | $151.05 M | Q3 2025 | |
| 0.05% | Reduce -4.9% | 1,308,203 | $81.72 M | Q3 2025 | |
| 0.14% | Add 18.0% | 818,644 | $51.14 M | Q3 2025 | |
| 0.30% | Reduce -3.4% | 491,996 | $30.73 M | Q3 2025 | |
| 0.05% | Reduce -5.0% | 273,880 | $17.11 M | Q3 2025 | |
| 0.07% | Reduce -3.0% | 248,238 | $15.51 M | Q3 2025 | |
| 0.10% | Reduce -51.2% | 127,999 | $8.02 M | Q3 2025 | |
| 0.03% | Add 70.2% | 124,708 | $7.79 M | Q3 2025 | |
| 0.03% | New Buy | 38,388 | $2.4 M | Q3 2025 | |
| 0.29% | Reduce -1.5% | 33,234 | $2.08 M | Q3 2025 | |
| 0.01% | New Buy | 12,451 | $777,814 | Q3 2025 | |
| 0.00% | New Buy | 12,212 | $762,884 | Q3 2025 | |
| 0.00% | Add 12.2% | 10,791 | $674,133 | Q3 2025 | |
| 0.00% | Reduce -22.0% | 10,267 | $641,379 | Q3 2025 | |
| 0.01% | Reduce -20.2% | 8,244 | $515,003 | Q3 2025 | |
| 0.00% | New Buy | 4,524 | $282,614 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Mondelez International, Inc. (MDLZ)
Top Guru holders include Steven Cohen ($151.05 M), Cliff Asness ($81.72 M), Jeremy Grantham ($51.14 M). Collectively, tracked Gurus hold 5.94 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $150.9 M, with 8 Gurus buying and 8 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 0 Gurus sold out of MDLZ completely. Total sell value was $15.45 M.
Yes, 5 Gurus opened new positions in MDLZ, and 3 added to their existing holdings. Total buy value was $166.36 M.