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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 500 | $361.0K | 0.00% | −482−49.1% | Reduced |
| Stratos Wealth Partners, LTD. | 505 | $365.0K | 0.01% | −9−1.8% | Reduced |
| Bamco Inc | 507 | $366.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 510 | $368.0K | 0.03% | −18−3.4% | Reduced |
| Seelaus Asset Management LLC | 513 | $370.0K | 0.22% | 00.0% | Unchanged |
| Rathbone Brothers plc | 517 | $373.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 520 | $375.0K | 0.05% | +25+5.1% | Added |
| Hanson & Doremus Investment Management | 604 | $377.0K | 0.11% | −5−0.8% | Reduced |
| Contravisory Investment Management, Inc. | 523 | $377.0K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 522 | $377.0K | 0.05% | +67+14.7% | Added |
| Vaughan David Investments LLC | 524 | $378.0K | 0.01% | −20−3.7% | Reduced |
| Triasima Portfolio Management inc. | 525 | $379.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 531 | $383.0K | 0.13% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 532 | $384.0K | 0.02% | −2,366−81.6% | Reduced |
| Fulton Bank, N.A. | 534 | $385.0K | 0.02% | +22+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 535 | $386.0K | 0.09% | +152+39.7% | Added |
| Avantax Advisory Services, Inc. | 537 | $387.0K | 0.01% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 539 | $389.0K | 0.09% | +539 | New |
| Vectors Research Management, LLC | 540 | $390.0K | 0.10% | 00.0% | Unchanged |
| HNP Capital LLC | 540 | $390.0K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 543 | $392.0K | 0.03% | +106+24.3% | Added |
| Everett Harris & Co | 550 | $397.0K | 0.01% | −51−8.5% | Reduced |
| Berman Capital Advisors, LLC | 560 | $403.0K | 0.06% | +45+8.7% | Added |
| SFMG, LLC | 560 | $404.0K | 0.04% | +15+2.8% | Added |
| Ironvine Capital Partners, LLC | 563 | $406.0K | 0.04% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $408.0K | 0.22% | 00.0% | Unchanged |
| West Family Investments, Inc. | 568 | $410.0K | 0.11% | +568 | New |
| National Asset Management, Inc. | 589 | $417.0K | 0.01% | −564−48.9% | Reduced |
| Flagship Harbor Advisors, LLC | 583 | $420.0K | 0.05% | +3+0.5% | Added |
| Sound View Wealth Advisors Group, LLC | 584 | $421.0K | 0.09% | +584 | New |
| Citizens Financial Group Inc | 585 | $422.0K | 0.02% | −129−18.1% | Reduced |
| Ameritas Investment Company, LLC | 570 | $423.0K | 0.02% | −22−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 598 | $431.0K | 0.00% | −22−3.5% | Reduced |
| Trust Co of Vermont | 599 | $432.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $433.0K | 0.22% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 600 | $433.0K | 0.14% | +600 | New |
| Moors & Cabot, Inc. | 606 | $437.0K | 0.03% | 00.0% | Unchanged |
| RNC Capital Management LLC | 611 | $441.0K | 0.02% | +5+0.8% | Added |
| Ibex Wealth Advisors | 611 | $441.0K | 0.09% | +611 | New |
| Geller Advisors LLC | 615 | $444.0K | 0.10% | −1−0.2% | Reduced |
| United Bank | 616 | $444.0K | 0.06% | +616 | New |
| D'Orazio & Associates, Inc. | 624 | $450.0K | 0.12% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 626 | $452.0K | 0.39% | −42−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 636 | $459.0K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 641 | $462.0K | 0.05% | +641 | New |
| FDx Advisors, Inc. | 648 | $467.0K | 0.02% | −49−7.0% | Reduced |
| Arnhold LLC | 654 | $472.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 657 | $474.0K | 0.04% | −100−13.2% | Reduced |
| Investment House LLC | 658 | $474.0K | 0.03% | −17−2.5% | Reduced |
| Column Capital Advisors, LLC | 678 | $489.0K | 0.10% | −11−1.6% | Reduced |
| Davenport & Co LLC | 692 | $499.0K | 0.00% | −3−0.4% | Reduced |
| Kore Private Wealth LLC | 695 | $501.0K | 0.06% | +2+0.3% | Added |
| Tiedemann Advisors, LLC | 696 | $501.0K | 0.02% | +268+62.6% | Added |
| Robertson Stephens Wealth Management, LLC | 697 | $502.0K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 699 | $504.0K | 0.03% | +2+0.3% | Added |
| Sawtooth Solutions, LLC | 699 | $504.0K | 0.10% | +114+19.5% | Added |
| IFP Advisors, Inc | 704 | $510.0K | 0.01% | +6+0.9% | Added |
| Barings LLC | 721 | $520.0K | 0.01% | −78−9.8% | Reduced |
| Stephens Inc | 724 | $522.0K | 0.01% | −216−23.0% | Reduced |
| Corbett Road Capital Management, LLC | 724 | $522.0K | 0.92% | −119−14.1% | Reduced |
| Aaron Wealth Advisors | 729 | $525.0K | 0.17% | −2−0.3% | Reduced |
| Brewin Dolphin Ltd | 730 | $526.7K | 0.02% | +347+90.6% | Added |
| Little House Capital LLC | 731 | $527.0K | 0.28% | +731 | New |
| Proficio Capital Partners LLC | 758 | $547.0K | 0.07% | +15+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 759 | $547.1K | 0.01% | −10−1.3% | Reduced |
| Park Avenue Securities LLC | 760 | $548.0K | 0.01% | −38−4.8% | Reduced |
| AGF Investments LLC | 764 | $551.0K | 0.06% | +764 | New |
| Clear Street Markets LLC | 770 | $556.0K | 0.12% | +770 | New |
| PNC Managed Account Solutions, Inc. | 773 | $558.0K | 0.11% | +773 | New |
| Bradley Foster & Sargent Inc | 781 | $563.0K | 0.01% | +2+0.3% | Added |
| Joel Isaacson & Co., LLC | 781 | $563.0K | 0.04% | +100+14.7% | Added |
| KB Financial Partners, LLC | 787 | $568.0K | 0.21% | −348−30.7% | Reduced |
| Parallel Advisors, LLC | 798 | $576.0K | 0.02% | +126+18.8% | Added |
| Ulysses Management LLC | 800 | $577.0K | 0.10% | −54,200−98.5% | Reduced |
| Coastline Trust Co | 800 | $577.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 809 | $584.0K | 0.01% | +62+8.3% | Added |
| Orion Portfolio Solutions, LLC | 821 | $592.0K | 0.02% | −58−6.6% | Reduced |
| Ingalls & Snyder LLC | 821 | $592.0K | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 821 | $592.0K | 0.00% | +821 | New |
| Mission Wealth Management, LP | 834 | $602.0K | 0.03% | −3−0.4% | Reduced |
| Asset Management Group, Inc. | 837 | $604.0K | 0.12% | 00.0% | Unchanged |
| Standard Family Office LLC | 840 | $606.0K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $607.0K | 0.12% | 00.0% | Unchanged |
| Domani Wealth, LLC | 847 | $611.0K | 0.12% | 00.0% | Unchanged |
| 55I, LLC | 878 | $633.0K | 0.02% | +23+2.7% | Added |
| Engineers Gate Manager LP | 877 | $633.0K | 0.04% | +394+81.6% | Added |
| Chicago Partners Investment Group LLC | 869 | $634.0K | 0.05% | +869 | New |
| Credential Qtrade Securities Inc. | 880 | $634.9K | 0.05% | +69+8.5% | Added |
| Invst, LLC | 894 | $635.0K | 0.10% | +97+12.2% | Added |
| Coldstream Capital Management Inc | 882 | $636.0K | 0.03% | +45+5.4% | Added |
| Mirova | 883 | $637.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 885 | $639.0K | 0.02% | −2−0.2% | Reduced |
| Peoples Bank | 887 | $640.0K | 0.34% | −9−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 895 | $645.0K | 0.06% | −1,176−56.8% | Reduced |
| Horizon Investments, LLC | 900 | $649.0K | 0.02% | +23+2.6% | Added |
| Tdam USA Inc. | 884 | $658.0K | 0.04% | −106−10.7% | Reduced |
| Private Trust Co NA | 919 | $663.0K | 0.10% | −11−1.2% | Reduced |
| Bridgefront Capital, LLC | 919 | $663.0K | 0.25% | +919 | New |
| HighPoint Advisor Group LLC | 921 | $664.0K | 0.07% | +337+57.7% | Added |
| Geneos Wealth Management Inc. | 919 | $672.0K | 0.03% | +635+223.6% | Added |