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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 304 | $219.0K | 0.00% | +304 | New |
| Mutual Advisors, LLC | 305 | $220.0K | 0.01% | +305 | New |
| Wedge Capital Management L L P | 307 | $221.0K | 0.00% | −157−33.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 306 | $221.0K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 309 | $223.0K | 0.07% | +309 | New |
| Jump Financial, LLC | 311 | $224.0K | 0.02% | −711−69.6% | Reduced |
| McLean Asset Management Corp | 316 | $224.0K | 0.10% | +5+1.6% | Added |
| Hilltop Holdings Inc. | 313 | $226.0K | 0.03% | +313 | New |
| Keel Point, LLC | 318 | $229.0K | 0.03% | +318 | New |
| Equitable Holdings, Inc. | 319 | $230.0K | 0.00% | +319 | New |
| Moody National Bank Trust Division | 322 | $232.0K | 0.00% | +322 | New |
| IHT Wealth Management, LLC | 323 | $233.0K | 0.01% | +323 | New |
| Laffer Tengler Investments | 324 | $233.7K | 0.09% | +228+237.5% | Added |
| Avestar Capital, LLC | 325 | $234.0K | 0.05% | −20−5.8% | Reduced |
| WealthTrust Axiom LLC | 325 | $234.0K | 0.08% | +325 | New |
| Stratos Wealth Advisors, LLC | 324 | $234.0K | 0.02% | +324 | New |
| Synergy Financial Management, LLC | 327 | $236.0K | 0.06% | +327 | New |
| Adviser Investments LLC | 328 | $237.0K | 0.02% | −10−3.0% | Reduced |
| Rehmann Capital Advisory Group | 329 | $237.4K | 0.02% | +329 | New |
| Sage Mountain Advisors LLC | 331 | $239.0K | 0.04% | +331 | New |
| Meridian Investment Counsel Inc. | 332 | $240.0K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 334 | $241.0K | 0.06% | +334 | New |
| DF Dent & Co Inc | 335 | $242.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 337 | $243.0K | 0.03% | −25−6.9% | Reduced |
| Mid Atlantic Financial Management Inc | 339 | $245.0K | 0.02% | −10−2.9% | Reduced |
| Johnson Investment Counsel Inc | 342 | $247.0K | 0.00% | −1−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 342 | $247.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 342 | $247.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 342 | $247.0K | 0.01% | +16+4.9% | Added |
| Osborne Partners Capital Management, LLC | 344 | $248.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 348 | $251.0K | 0.02% | +4+1.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 350 | $253.0K | 0.02% | +6+1.7% | Added |
| BNC Wealth Management, LLC | 358 | $258.0K | 0.16% | −1,195−76.9% | Reduced |
| Burt Wealth Advisors | 358 | $258.0K | 0.09% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 357 | $258.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 358 | $258.0K | 0.01% | +358 | New |
| Apollon Wealth Management, LLC | 360 | $260.0K | 0.05% | +360 | New |
| Eqis Capital Management, Inc. | 361 | $261.0K | 0.02% | −3−0.8% | Reduced |
| M&G Investment Management Ltd | 365 | $263.0K | 0.00% | −147−28.7% | Reduced |
| Highland Private Wealth Management | 369 | $266.0K | 0.04% | +9+2.5% | Added |
| Searle & Co. | 371 | $268.0K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 372 | $268.0K | 0.02% | +1+0.3% | Added |
| Brave Asset Management Inc | 372 | $268.0K | 0.08% | +25+7.2% | Added |
| Allegiant Private Advisors, LLC | 373 | $269.0K | 0.04% | +373 | New |
| Grandfield & Dodd, LLC | 371 | $270.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 376 | $271.0K | 0.16% | 00.0% | Unchanged |
| HM Payson & Co | 376 | $271.0K | 0.01% | +70+22.9% | Added |
| BOK Financial Private Wealth, Inc. | 375 | $271.0K | 0.02% | +375 | New |
| West Paces Advisors Inc. | 378 | $272.7K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 379 | $274.0K | 0.00% | +22+6.2% | Added |
| Platform Technology Partners | 382 | $276.0K | 0.11% | +382 | New |
| American Portfolios Advisors | 385 | $277.8K | 0.01% | −18−4.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 385 | $278.0K | 0.02% | −495−56.3% | Reduced |
| Maven Securities LTD | 388 | $280.0K | 0.03% | +388 | New |
| Sequoia Financial Advisors, LLC | 391 | $282.0K | 0.01% | +31+8.6% | Added |
| Banco BTG Pactual S.A. | 394 | $284.0K | 0.22% | +394 | New |
| Personal Capital Advisors Corp | 397 | $286.0K | 0.00% | +1+0.3% | Added |
| Waldron Private Wealth LLC | 398 | $287.0K | 0.02% | −2−0.5% | Reduced |
| Oppenheimer & Co Inc | 398 | $287.0K | 0.01% | +29+7.9% | Added |
| Edgestream Partners, L.P. | 400 | $289.0K | 0.02% | +400 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 402 | $290.0K | 0.01% | −21−5.0% | Reduced |
| Alpha Paradigm Partners, LLC | 402 | $290.0K | 0.11% | −15−3.6% | Reduced |
| Vigilant Capital Management, LLC | 410 | $296.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 411 | $297.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 411 | $297.0K | 0.01% | +34+9.0% | Added |
| Welch & Forbes LLC | 415 | $299.0K | 0.01% | +75+22.1% | Added |
| Rock Creek Group, LP | 415 | $299.0K | 0.04% | +191+85.3% | Added |
| Evergreen Capital Management LLC | 417 | $301.0K | 0.01% | +19+4.8% | Added |
| Sunflower Bank, N.A. | 417 | $301.0K | 0.05% | +36+9.4% | Added |
| KCM Investment Advisors LLC | 418 | $302.0K | 0.01% | −5−1.2% | Reduced |
| Abbrea Capital, LLC | 419 | $302.0K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 422 | $304.0K | 0.00% | 00.0% | Unchanged |
| Palladium Partners LLC | 423 | $305.0K | 0.01% | +2+0.5% | Added |
| Alerus Financial NA | 428 | $308.0K | 0.03% | −2,173−83.5% | Reduced |
| First National Bank of Omaha | 500 | $309.0K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 419 | $312.0K | 0.09% | +69+19.7% | Added |
| Engine No. 1 LLC | 432 | $312.0K | 0.09% | +432 | New |
| Peapack Gladstone Financial Corp | 435 | $314.0K | 0.01% | +4+0.9% | Added |
| Connecticut Wealth Management, LLC | 444 | $320.0K | 0.03% | −46−9.4% | Reduced |
| Convergence Investment Partners, LLC | 444 | $321.0K | 0.14% | −20−4.3% | Reduced |
| Homrich & Berg | 445 | $321.0K | 0.01% | +81+22.3% | Added |
| ARGI Investment Services, LLC | 449 | $324.0K | 0.01% | +113+33.6% | Added |
| Summit Global Investments | 451 | $325.0K | 0.02% | −1,494−76.8% | Reduced |
| Pratt Collard Advisory Partners LLC | 450 | $325.0K | 0.22% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 455 | $328.0K | 0.11% | −20−4.2% | Reduced |
| BSW Wealth Partners | 459 | $331.0K | 0.09% | +51+12.5% | Added |
| QCM Cayman, Ltd. | 460 | $332.0K | 0.86% | +460 | New |
| Fieldpoint Private Securities, LLC | 435 | $333.0K | 0.07% | −85−16.3% | Reduced |
| Wendell David Associates Inc | 461 | $333.0K | 0.04% | +19+4.3% | Added |
| Curated Wealth Partners LLC | 467 | $337.0K | 0.18% | −152−24.6% | Reduced |
| First Foundation Advisors | 469 | $338.0K | 0.01% | +36+8.3% | Added |
| O'Neil Global Advisors, Inc. | 468 | $338.0K | 0.11% | +468 | New |
| Natixis Investment Managers International | 478 | $344.0K | 0.02% | −12−2.4% | Reduced |
| Meyer Handelman Co | 491 | $354.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 490 | $354.0K | 0.06% | +114+30.3% | Added |
| Palisades Hudson Asset Management, L.P. | 492 | $355.0K | 0.16% | 00.0% | Unchanged |
| Laurion Capital Management LP | 492 | $355.0K | 0.01% | +492 | New |
| Chicago Capital, LLC | 496 | $358.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 498 | $359.0K | 0.10% | +25+5.3% | Added |
| Teza Capital Management LLC | 499 | $360.0K | 0.06% | +499 | New |