Charter Communications, Inc.
CHTR- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001091667
No open-market purchases or sales by Charter Communications, Inc. insiders were filed in the last 90 days; 788 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Harris Associates (Oakmark) and Weitz Investment Management hold it.
Other share classesCHTRP
13F holders, Q2 2021
Institutional positions in Charter Communications, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 993
- +6 vs. Q1 2021
- Shares held
- 129.6M
- −2.65M (−2.0%) vs. Q1 2021
- Total value
- $93.5B
- +$11.9B (+14.6%) vs. Q1 2021
- New holders
- 97
- 301 more added
- Sold out
- 91
- 392 more reduced
10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 788 | $14.2B |
| Q1 2026 | 791 | $21.3B |
| Q4 2025 | 798 | $21.3B |
| Q3 2025 | 805 | $27.3B |
| Q2 2025 | 889 | $42.0B |
| Q1 2025 | 879 | $38.3B |
| Q4 2024 | 864 | $35.0B |
| Q3 2024 | 839 | $33.3B |
| Q2 2024 | 788 | $31.4B |
| Q1 2024 | 826 | $29.8B |
| Q4 2023 | 909 | $38.1B |
| Q3 2023 | 890 | $43.3B |
| Q2 2023 | 844 | $36.5B |
| Q1 2023 | 862 | $36.2B |
| Q4 2022 | 888 | $35.1B |
| Q3 2022 | 837 | $31.3B |
| Q2 2022 | 944 | $50.2B |
| Q1 2022 | 992 | $61.3B |
| Q4 2021 | 1,044 | $78.5B |
| Q3 2021 | 1,014 | $90.9B |
| Q2 2021 | 993 | $93.5B |
| Q1 2021 | 997 | $81.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 39 | $28.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $28.1K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 40 | $29.0K | 0.00% | −117−74.5% | Reduced |
| Cranbrook Wealth Management, LLC | 42 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $30.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 41 | $30.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $30.0K | 0.00% | +42 | New |
| Northern Oak Wealth Management Inc | 43 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $31.0K | 0.00% | +4+10.3% | Added |
| Itau Unibanco Holding S.A. | 44 | $32.0K | 0.00% | +44 | New |
| Strategic Blueprint, LLC | 46 | $33.0K | 0.01% | +46 | New |
| Barrett Asset Management, LLC | 48 | $35.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 51 | $36.0K | 0.01% | +51 | New |
| Baystate Wealth Management LLC | 57 | $41.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $42.0K | 0.01% | +19+48.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 59 | $42.6K | 0.05% | 00.0% | Unchanged |
| Burleson & Company, LLC | 60 | $43.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 59 | $43.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 59 | $43.0K | 0.01% | +9+18.0% | Added |
| Private Capital Group, LLC | 66 | $48.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 67 | $48.0K | 0.00% | +3+4.7% | Added |
| Caldwell Trust Co | 67 | $48.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $51.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 74 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 75 | $54.0K | 0.01% | −19−20.2% | Reduced |
| Tacita Capital Inc | 75 | $54.0K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 77 | $56.0K | 0.01% | +77 | New |
| Versant Capital Management, Inc | 79 | $57.0K | 0.02% | −13−14.1% | Reduced |
| Front Row Advisors LLC | 72 | $57.0K | 0.02% | +55+323.5% | Added |
| Summit Wealth Group, LLC | 80 | $58.0K | 0.09% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $59.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 85 | $61.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 91 | $65.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 91 | $66.0K | 0.00% | −4−4.2% | Reduced |
| Jacobi Capital Management LLC | 93 | $67.0K | 0.01% | +23+32.9% | Added |
| Glen Eagle Advisors, LLC | 95 | $68.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $69.0K | 0.01% | +95 | New |
| Evoke Wealth, LLC | 98 | $71.0K | 0.00% | −17−14.8% | Reduced |
| SOA Wealth Advisors, LLC. | 101 | $72.0K | 0.02% | +4+4.1% | Added |
| Gradient Investments LLC | 106 | $76.0K | 0.00% | −327−75.5% | Reduced |
| TCI Wealth Advisors, Inc. | 108 | $78.0K | 0.01% | +23+27.1% | Added |
| Sterling Investment Advisors, Ltd. | 113 | $82.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $83.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 117 | $84.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $84.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 118 | $85.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 119 | $86.0K | 0.00% | +4+3.5% | Added |
| M&R Capital Management Inc | 126 | $90.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 127 | $92.0K | 0.00% | −292−69.7% | Reduced |
| Red Door Wealth Management, LLC | 128 | $92.0K | 0.04% | +128 | New |
| Tradewinds Capital Management, LLC | 129 | $93.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $95.0K | 0.01% | +17+14.9% | Added |
| City Holding Co | 139 | $100.0K | 0.02% | −7−4.8% | Reduced |
| Glassman Wealth Services | 140 | $101.0K | 0.02% | +10+7.7% | Added |
| Prentice Wealth Management LLC | 145 | $105.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 151 | $109.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $112.0K | 0.03% | +35+29.2% | Added |
| San Francisco Sentry Investment Group (Ca) | 158 | $114.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $115.0K | 0.01% | −9−5.4% | Reduced |
| Carroll Financial Associates, Inc. | 164 | $118.0K | 0.01% | +123+300.0% | Added |
| Johnson Financial Group, Inc. | 165 | $119.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 166 | $120.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 169 | $122.0K | 0.06% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 170 | $123.0K | 0.02% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 171 | $123.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 173 | $125.0K | 0.02% | +1+0.6% | Added |
| Sutton Wealth Advisors Inc. | 174 | $125.5K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 181 | $131.0K | 0.01% | +4+2.3% | Added |
| Parkside Financial Bank & Trust | 187 | $135.0K | 0.04% | +6+3.3% | Added |
| Kings Point Capital Management | 195 | $141.0K | 0.01% | −41−17.4% | Reduced |
| Pflug Koory, LLC | 204 | $147.0K | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 213 | $154.0K | 0.00% | +13+6.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 214 | $154.0K | 0.00% | +214 | New |
| CKW Financial Group | 225 | $162.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 232 | $167.0K | 0.03% | +7+3.1% | Added |
| Harbour Investments, Inc. | 234 | $169.0K | 0.01% | −20−7.9% | Reduced |
| Exane Derivatives | 239 | $169.9K | 0.04% | −17−6.6% | Reduced |
| Harvest Fund Management Co., Ltd | 238 | $171.0K | 0.02% | +18+8.2% | Added |
| Arkadios Wealth Advisors | 241 | $173.0K | 0.02% | +2+0.8% | Added |
| Toth Financial Advisory Corp | 270 | $195.0K | 0.03% | +145+116.0% | Added |
| Atalanta Sosnoff Capital, LLC | 278 | $201.0K | 0.00% | −70,612−99.6% | Reduced |
| Apexium Financial, LP | 280 | $202.0K | 0.13% | +280 | New |
| Nwam LLC | 282 | $203.0K | 0.02% | +282 | New |
| Strategic Family Wealth Counselors, L.L.C. | 281 | $203.0K | 0.07% | +281 | New |
| CWM, LLC | 284 | $205.0K | 0.00% | 00.0% | Unchanged |
| McDaniel Terry & Co | 287 | $207.0K | 0.02% | +287 | New |
| Bartlett & Co. Wealth Management LLC | 288 | $207.8K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 288 | $208.0K | 0.02% | −95−24.8% | Reduced |
| Bartlett & Co. LLC | 288 | $208.0K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 289 | $208.0K | 0.01% | +289 | New |
| Zevin Asset Management LLC | 289 | $208.0K | 0.04% | +289 | New |
| Inverness Counsel LLC | 290 | $209.0K | 0.01% | −76−20.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 290 | $209.0K | 0.08% | +290 | New |
| Harbour Capital Advisors, LLC | 290 | $209.0K | 0.06% | +290 | New |
| International Assets Investment Management, LLC | 297 | $214.0K | 0.04% | +64+27.5% | Added |
| Northeast Investment Management | 299 | $216.0K | 0.01% | +299 | New |
| Deltec Asset Management LLC | 300 | $216.0K | 0.03% | +300 | New |
| Lincoln National Corp | 301 | $217.0K | 0.00% | −87−22.4% | Reduced |
| Auxier Asset Management | 302 | $218.0K | 0.04% | +302 | New |