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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,737 | $1.25M | 0.01% | +84+5.1% | Added |
| Vontobel Holding Ltd. | 1,735 | $1.24M | 0.01% | −3,092−64.1% | Reduced |
| XTX Topco Ltd | 1,712 | $1.24M | 0.42% | +1,712 | New |
| Paradigm Financial Advisors, LLC | 1,710 | $1.23M | 0.28% | −33−1.9% | Reduced |
| Principal Street Partners, LLC | 1,704 | $1.23M | 0.32% | −2,280−57.2% | Reduced |
| King Luther Capital Management Corp | 1,693 | $1.22M | 0.01% | −79−4.5% | Reduced |
| Brinker Capital Investments, LLC | 1,678 | $1.21M | 0.02% | +975+138.7% | Added |
| Delphi Management Inc | 1,677 | $1.21M | 1.15% | +52+3.2% | Added |
| Prudential PLC | 1,668 | $1.20M | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 1,663 | $1.20M | 0.03% | −254−13.2% | Reduced |
| Vident Investment Advisory, LLC | 1,618 | $1.17M | 0.04% | −1,169−41.9% | Reduced |
| Gateway Investment Advisers LLC | 1,614 | $1.16M | 0.01% | −83−4.9% | Reduced |
| Raymond James Trust N.A. | 1,606 | $1.16M | 0.04% | −54−3.3% | Reduced |
| Boston Private Wealth LLC | 1,568 | $1.13M | 0.01% | +150+10.6% | Added |
| Duff & Phelps Investment Management Co | 1,540 | $1.11M | 0.01% | −175−10.2% | 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 |
| Lenox Wealth Advisors, LLC | 1,529 | $1.10M | 0.14% | −772−33.6% | Reduced |
| Virtu Financial LLC | 1,520 | $1.10M | 0.11% | +1,520 | New |
| Mount Yale Investment Advisors, LLC | 1,512 | $1.09M | 0.13% | −52−3.3% | Reduced |
| NewEdge Wealth, LLC | 1,510 | $1.09M | 0.08% | −413−21.5% | Reduced |
| 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 |
| Advisory Services Network, LLC | 1,485 | $1.07M | 0.03% | +310+26.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,463 | $1.05M | 0.01% | +1,463 | New |
| Cambridge Investment Research Advisors, Inc. | 1,436 | $1.04M | 0.00% | +217+17.8% | Added |
| Exchange Traded Concepts, LLC | 1,423 | $1.03M | 0.03% | +481+51.1% | Added |
| 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 |
| Venator Management LLC | 1,385 | $999.0K | 0.27% | −1−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 1,608 | $992.0K | 0.46% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,369 | $988.0K | 0.02% | −284−17.2% | Reduced |
| Symmetry Partners, LLC | 1,359 | $980.0K | 0.07% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 1,353 | $976.0K | 0.01% | −7−0.5% | Reduced |
| 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 |
| Whittier Trust Co | 1,302 | $939.0K | 0.02% | +50+4.0% | Added |
| Fort, L.P. | 1,287 | $929.0K | 0.27% | −840−39.5% | Reduced |
| Insight Wealth Strategies, LLC | 1,260 | $909.0K | 0.13% | −190−13.1% | Reduced |
| Kestra Advisory Services, LLC | 1,252 | $903.0K | 0.01% | +110+9.6% | Added |
| Quadrant Capital Group LLC | 1,235 | $891.0K | 0.13% | +3+0.2% | Added |
| Sanders Morris Harris LLC | 1,217 | $888.0K | 0.17% | −22−1.8% | Reduced |
| Sheets Smith Wealth Management | 1,214 | $876.0K | 0.12% | +1,214 | New |
| Atom Investors LP | 1,213 | $875.0K | 0.18% | +1,213 | New |
| Parsons Capital Management Inc | 1,212 | $874.0K | 0.07% | −40−3.2% | Reduced |
| 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 |
| Ballentine Partners, LLC | 1,199 | $865.0K | 0.03% | +20+1.7% | Added |
| Brighton Jones LLC | 1,195 | $862.0K | 0.04% | −417−25.9% | Reduced |
| Fairview Capital Investment Management, LLC | 1,193 | $860.0K | 0.06% | −147−11.0% | Reduced |
| CapWealth Advisors, LLC | 1,187 | $856.0K | 0.09% | +161+15.7% | Added |
| First Hawaiian Bank | 1,183 | $854.0K | 0.04% | −202−14.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,182 | $853.0K | 0.07% | −7−0.6% | Reduced |
| Humankind Investments LLC | 1,181 | $852.0K | 0.40% | +466+65.2% | Added |
| Integrated Advisors Network LLC | 1,180 | $851.0K | 0.06% | +41+3.6% | Added |
| Beacon Pointe Advisors, LLC | 1,172 | $845.0K | 0.03% | +714+155.9% | Added |
| Altium Wealth Management LLC | 1,163 | $839.0K | 0.06% | +52+4.7% | Added |
| Cetera Advisor Networks LLC | 1,161 | $838.0K | 0.01% | +266+29.7% | Added |
| Verdence Capital Advisors LLC | 1,160 | $837.0K | 0.12% | −11−0.9% | Reduced |
| Leonteq Securities AG | 1,157 | $834.7K | 0.06% | +807+230.6% | Added |
| EP Wealth Advisors, LLC | 1,126 | $812.0K | 0.02% | +74+7.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,117 | $806.0K | 0.04% | +205+22.5% | Added |
| State of Wyoming | 1,115 | $804.0K | 0.51% | +360+47.7% | Added |
| 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 |
| Paradigm Asset Management Co LLC | 1,100 | $793.6K | 0.20% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,098 | $792.0K | 0.28% | −56−4.9% | Reduced |
| Heard Capital LLC | 1,093 | $789.0K | 0.18% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,088 | $785.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Meiji Yasuda Life Insurance Co | 1,054 | $760.0K | 0.01% | +80+8.2% | Added |
| 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 |
| Vestmark Advisory Solutions, Inc. | 1,020 | $736.0K | 0.05% | −340−25.0% | Reduced |
| 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 |
| Hyman Charles D | 1,005 | $725.0K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,002 | $723.0K | 0.29% | −81−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 927 | $718.0K | 0.05% | +28+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 991 | $715.0K | 0.01% | −92−8.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 986 | $711.0K | 0.08% | 00.0% | Unchanged |
| Fusion Capital, LLC | 983 | $709.0K | 0.43% | +4+0.4% | Added |
| Proequities, Inc. | 982 | $708.0K | 0.04% | +74+8.1% | Added |
| Savant Capital, LLC | 979 | $706.0K | 0.03% | +4+0.4% | Added |
| Rothschild Investment Corp | 967 | $698.0K | 0.06% | +13+1.4% | Added |
| Systematic Alpha Investments, LLC | 909 | $697.0K | 0.03% | +9+1.0% | Added |
| D.B. Root & Company, LLC | 959 | $691.0K | 0.26% | −35−3.5% | Reduced |
| Alexandria Capital, LLC | 953 | $688.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 952 | $687.0K | 0.05% | +48+5.3% | Added |
| Belpointe Asset Management LLC | 951 | $686.0K | 0.05% | −1−0.1% | Reduced |
| CAPROCK Group, Inc. | 944 | $681.0K | 0.06% | +127+15.5% | Added |
| Geneos Wealth Management Inc. | 919 | $672.0K | 0.03% | +635+223.6% | Added |
| HighPoint Advisor Group LLC | 921 | $664.0K | 0.07% | +337+57.7% | Added |
| Private Trust Co NA | 919 | $663.0K | 0.10% | −11−1.2% | Reduced |
| Bridgefront Capital, LLC | 919 | $663.0K | 0.25% | +919 | New |
| Tdam USA Inc. | 884 | $658.0K | 0.04% | −106−10.7% | Reduced |
| Horizon Investments, LLC | 900 | $649.0K | 0.02% | +23+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 895 | $645.0K | 0.06% | −1,176−56.8% | Reduced |
| Peoples Bank | 887 | $640.0K | 0.34% | −9−1.0% | Reduced |