Institutional Ownership Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT). We have compiled data on the 481 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $6.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$442
0.0% of portfolio
|
Q2 2025
Reduced 29.63%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
15
shares
|
$349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
15
shares
|
$349
0.0% of portfolio
|
Q3 2025
Reduced 90.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$279
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$279
0.0% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$233
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
8
shares
|
$186
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
8
shares
|
$186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$116
0.0% of portfolio
|
Q3 2025
Reduced 82.76%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$46
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2025
Reduced 92.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|