Institutional Ownership Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT). We have compiled data on the 483 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $5.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
25
shares
|
$499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
25
shares
|
$499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
24
shares
|
$479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22
shares
|
$439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$379
0.0% of portfolio
|
Q2 2025
Reduced 29.63%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
15
shares
|
$299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
14
shares
|
$279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$239
0.0% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$239
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$199
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9
shares
|
$179
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
8
shares
|
$159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8
shares
|
$159
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7
shares
|
$139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6
shares
|
$119
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$79
0.0% of portfolio
|
Q4 2024
Reduced 96.49%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q4 2023
Added 150.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2025
Reduced 92.86%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|