Institutional Ownership Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT). We have compiled data on the 484 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
493
shares
|
$12,601
0.0% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
438
shares
|
$11,195
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
404
shares
|
$10,326
0.0% of portfolio
|
Q2 2025
Added 36.03%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
400
shares
|
$10,224
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
391
shares
|
$9,993
0.0% of portfolio
|
Q1 2025
Reduced 50.94%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
385
shares
|
$9,840
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
352
shares
|
$8,997
0.0% of portfolio
|
Q4 2024
Reduced 82.92%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
329
shares
|
$8,409
0.0% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
259
shares
|
$6,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
257
shares
|
$6,568
0.0% of portfolio
|
Q1 2025
Added 135.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
243
shares
|
$6,211
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
243
shares
|
$6,211
0.0% of portfolio
|
Q1 2025
Added 24200.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
242
shares
|
$6,185
0.0% of portfolio
|
Q1 2025
Added 160.22%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
229
shares
|
$5,853
0.0% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
226
shares
|
$5,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$5,112
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
200
shares
|
$5,112
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
192
shares
|
$4,907
0.0% of portfolio
|
Q4 2024
Added 43.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
189
shares
|
$4,830
0.0% of portfolio
|
Q4 2024
Added 112.36%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
176
shares
|
$4,498
0.0% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
175
shares
|
$4,473
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
153
shares
|
$3,910
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
125
shares
|
$3,195
0.0% of portfolio
|
Q1 2025
Added 30.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
117
shares
|
$2,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
113
shares
|
$2,888
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|