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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 944 | $681.0K | 0.06% | +127+15.5% | Added |
| Belpointe Asset Management LLC | 951 | $686.0K | 0.05% | −1−0.1% | Reduced |
| AdvisorNet Financial, Inc | 952 | $687.0K | 0.05% | +48+5.3% | Added |
| Alexandria Capital, LLC | 953 | $688.0K | 0.06% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 959 | $691.0K | 0.26% | −35−3.5% | Reduced |
| Systematic Alpha Investments, LLC | 909 | $697.0K | 0.03% | +9+1.0% | Added |
| Rothschild Investment Corp | 967 | $698.0K | 0.06% | +13+1.4% | Added |
| Savant Capital, LLC | 979 | $706.0K | 0.03% | +4+0.4% | Added |
| Proequities, Inc. | 982 | $708.0K | 0.04% | +74+8.1% | Added |
| Fusion Capital, LLC | 983 | $709.0K | 0.43% | +4+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 986 | $711.0K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 991 | $715.0K | 0.01% | −92−8.5% | Reduced |
| Lake Street Advisors Group, LLC | 927 | $718.0K | 0.05% | +28+3.1% | Added |
| Camelot Portfolios, LLC | 1,002 | $723.0K | 0.29% | −81−7.5% | Reduced |
| Hyman Charles D | 1,005 | $725.0K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,017 | $734.0K | 0.13% | −50−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,018 | $734.0K | 0.07% | +11+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,020 | $736.0K | 0.05% | −340−25.0% | Reduced |
| Wealthsource Partners, LLC | 1,052 | $759.0K | 0.07% | −51−4.6% | Reduced |
| Great Lakes Advisors, LLC | 1,052 | $759.0K | 0.01% | −19−1.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,054 | $760.0K | 0.01% | +80+8.2% | Added |
| Argent Trust Co | 1,061 | $766.0K | 0.05% | −122−10.3% | Reduced |
| Caxton Corp | 1,062 | $766.0K | 0.52% | +458+75.8% | Added |
| Pure Financial Advisors, Inc. | 1,088 | $785.0K | 0.06% | 00.0% | Unchanged |
| Heard Capital LLC | 1,093 | $789.0K | 0.18% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,098 | $792.0K | 0.28% | −56−4.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,100 | $793.6K | 0.20% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 1,110 | $801.0K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,110 | $801.0K | 0.05% | +1+0.1% | Added |
| State of Wyoming | 1,115 | $804.0K | 0.51% | +360+47.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,117 | $806.0K | 0.04% | +205+22.5% | Added |
| EP Wealth Advisors, LLC | 1,126 | $812.0K | 0.02% | +74+7.0% | Added |
| Leonteq Securities AG | 1,157 | $834.7K | 0.06% | +807+230.6% | Added |
| Verdence Capital Advisors LLC | 1,160 | $837.0K | 0.12% | −11−0.9% | Reduced |
| Cetera Advisor Networks LLC | 1,161 | $838.0K | 0.01% | +266+29.7% | Added |
| Altium Wealth Management LLC | 1,163 | $839.0K | 0.06% | +52+4.7% | Added |
| Beacon Pointe Advisors, LLC | 1,172 | $845.0K | 0.03% | +714+155.9% | Added |
| Integrated Advisors Network LLC | 1,180 | $851.0K | 0.06% | +41+3.6% | Added |
| Humankind Investments LLC | 1,181 | $852.0K | 0.40% | +466+65.2% | Added |
| Mogy Joel R Investment Counsel Inc | 1,182 | $853.0K | 0.07% | −7−0.6% | Reduced |
| First Hawaiian Bank | 1,183 | $854.0K | 0.04% | −202−14.6% | Reduced |
| CapWealth Advisors, LLC | 1,187 | $856.0K | 0.09% | +161+15.7% | Added |
| Fairview Capital Investment Management, LLC | 1,193 | $860.0K | 0.06% | −147−11.0% | Reduced |
| Brighton Jones LLC | 1,195 | $862.0K | 0.04% | −417−25.9% | Reduced |
| Ballentine Partners, LLC | 1,199 | $865.0K | 0.03% | +20+1.7% | Added |
| Legacy Advisors, LLC | 1,205 | $869.0K | 0.35% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,205 | $869.0K | 0.77% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,212 | $874.0K | 0.07% | −40−3.2% | Reduced |
| Atom Investors LP | 1,213 | $875.0K | 0.18% | +1,213 | New |
| Sheets Smith Wealth Management | 1,214 | $876.0K | 0.12% | +1,214 | New |
| Sanders Morris Harris LLC | 1,217 | $888.0K | 0.17% | −22−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,235 | $891.0K | 0.13% | +3+0.2% | Added |
| Kestra Advisory Services, LLC | 1,252 | $903.0K | 0.01% | +110+9.6% | Added |
| Insight Wealth Strategies, LLC | 1,260 | $909.0K | 0.13% | −190−13.1% | Reduced |
| Fort, L.P. | 1,287 | $929.0K | 0.27% | −840−39.5% | Reduced |
| Whittier Trust Co | 1,302 | $939.0K | 0.02% | +50+4.0% | Added |
| Meeder Asset Management Inc | 1,322 | $954.0K | 0.04% | +82+6.6% | Added |
| Trust Asset Management LLC | 1,322 | $954.0K | 0.13% | +121+10.1% | Added |
| Segall Bryant & Hamill, LLC | 1,353 | $976.0K | 0.01% | −7−0.5% | Reduced |
| Symmetry Partners, LLC | 1,359 | $980.0K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,369 | $988.0K | 0.02% | −284−17.2% | Reduced |
| SkyView Investment Advisors, LLC | 1,608 | $992.0K | 0.46% | 00.0% | Unchanged |
| Venator Management LLC | 1,385 | $999.0K | 0.27% | −1−0.1% | Reduced |
| Pendal Group Limited | 1,420 | $1.02M | 0.01% | −636−30.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,420 | $1.02M | 0.02% | −14−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,423 | $1.03M | 0.03% | +481+51.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,436 | $1.04M | 0.00% | +217+17.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,463 | $1.05M | 0.01% | +1,463 | New |
| Advisory Services Network, LLC | 1,485 | $1.07M | 0.03% | +310+26.4% | Added |
| Game Creek Capital, LP | 1,500 | $1.08M | 0.58% | −1,500−50.0% | Reduced |
| Cumberland Partners Ltd | 1,500 | $1.08M | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,510 | $1.09M | 0.08% | −413−21.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,512 | $1.09M | 0.13% | −52−3.3% | Reduced |
| Virtu Financial LLC | 1,520 | $1.10M | 0.11% | +1,520 | New |
| Lenox Wealth Advisors, LLC | 1,529 | $1.10M | 0.14% | −772−33.6% | Reduced |
| Sentry Investment Management LLC | 1,537 | $1.11M | 0.28% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,537 | $1.11M | 0.01% | +59+4.0% | Added |
| Duff & Phelps Investment Management Co | 1,540 | $1.11M | 0.01% | −175−10.2% | Reduced |
| Boston Private Wealth LLC | 1,568 | $1.13M | 0.01% | +150+10.6% | Added |
| Raymond James Trust N.A. | 1,606 | $1.16M | 0.04% | −54−3.3% | Reduced |
| Gateway Investment Advisers LLC | 1,614 | $1.16M | 0.01% | −83−4.9% | Reduced |
| Vident Investment Advisory, LLC | 1,618 | $1.17M | 0.04% | −1,169−41.9% | Reduced |
| Conning Inc. | 1,663 | $1.20M | 0.03% | −254−13.2% | Reduced |
| Prudential PLC | 1,668 | $1.20M | 0.01% | 00.0% | Unchanged |
| Delphi Management Inc | 1,677 | $1.21M | 1.15% | +52+3.2% | Added |
| Brinker Capital Investments, LLC | 1,678 | $1.21M | 0.02% | +975+138.7% | Added |
| King Luther Capital Management Corp | 1,693 | $1.22M | 0.01% | −79−4.5% | Reduced |
| Principal Street Partners, LLC | 1,704 | $1.23M | 0.32% | −2,280−57.2% | Reduced |
| Paradigm Financial Advisors, LLC | 1,710 | $1.23M | 0.28% | −33−1.9% | Reduced |
| XTX Topco Ltd | 1,712 | $1.24M | 0.42% | +1,712 | New |
| Vontobel Holding Ltd. | 1,735 | $1.24M | 0.01% | −3,092−64.1% | Reduced |
| Brown Brothers Harriman & Co | 1,737 | $1.25M | 0.01% | +84+5.1% | Added |
| Smithfield Trust Co | 1,750 | $1.26M | 0.08% | 00.0% | Unchanged |
| Colony Group LLC | 1,759 | $1.27M | 0.03% | −32−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,763 | $1.27M | 0.16% | −53−2.9% | Reduced |
| Signaturefd, LLC | 1,763 | $1.27M | 0.05% | +47+2.7% | Added |
| Toroso Investments, LLC | 1,775 | $1.28M | 0.05% | +491+38.2% | Added |
| Empirical Finance, LLC | 1,782 | $1.29M | 0.21% | +188+11.8% | Added |
| People's United Financial, Inc. | 1,788 | $1.29M | 0.03% | −52−2.8% | Reduced |
| Clarius Group, LLC | 1,795 | $1.29M | 0.12% | +21+1.2% | Added |