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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 885 | $639.0K | 0.02% | −2−0.2% | Reduced |
| Mirova | 883 | $637.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 882 | $636.0K | 0.03% | +45+5.4% | Added |
| Invst, LLC | 894 | $635.0K | 0.10% | +97+12.2% | Added |
| Credential Qtrade Securities Inc. | 880 | $634.9K | 0.05% | +69+8.5% | Added |
| Chicago Partners Investment Group LLC | 869 | $634.0K | 0.05% | +869 | New |
| 55I, LLC | 878 | $633.0K | 0.02% | +23+2.7% | Added |
| Engineers Gate Manager LP | 877 | $633.0K | 0.04% | +394+81.6% | Added |
| Domani Wealth, LLC | 847 | $611.0K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $607.0K | 0.12% | 00.0% | Unchanged |
| Standard Family Office LLC | 840 | $606.0K | 0.13% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 837 | $604.0K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 834 | $602.0K | 0.03% | −3−0.4% | Reduced |
| 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 |
| Cetera Investment Advisers | 809 | $584.0K | 0.01% | +62+8.3% | 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 |
| Parallel Advisors, LLC | 798 | $576.0K | 0.02% | +126+18.8% | Added |
| KB Financial Partners, LLC | 787 | $568.0K | 0.21% | −348−30.7% | Reduced |
| 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 |
| PNC Managed Account Solutions, Inc. | 773 | $558.0K | 0.11% | +773 | New |
| Clear Street Markets LLC | 770 | $556.0K | 0.12% | +770 | New |
| AGF Investments LLC | 764 | $551.0K | 0.06% | +764 | New |
| Park Avenue Securities LLC | 760 | $548.0K | 0.01% | −38−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 759 | $547.1K | 0.01% | −10−1.3% | Reduced |
| Proficio Capital Partners LLC | 758 | $547.0K | 0.07% | +15+2.0% | Added |
| Little House Capital LLC | 731 | $527.0K | 0.28% | +731 | New |
| Brewin Dolphin Ltd | 730 | $526.7K | 0.02% | +347+90.6% | Added |
| Aaron Wealth Advisors | 729 | $525.0K | 0.17% | −2−0.3% | 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 |
| Barings LLC | 721 | $520.0K | 0.01% | −78−9.8% | Reduced |
| IFP Advisors, Inc | 704 | $510.0K | 0.01% | +6+0.9% | Added |
| 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 |
| Robertson Stephens Wealth Management, LLC | 697 | $502.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Davenport & Co LLC | 692 | $499.0K | 0.00% | −3−0.4% | Reduced |
| Column Capital Advisors, LLC | 678 | $489.0K | 0.10% | −11−1.6% | Reduced |
| 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 |
| Arnhold LLC | 654 | $472.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 648 | $467.0K | 0.02% | −49−7.0% | Reduced |
| Gsa Capital Partners LLP | 641 | $462.0K | 0.05% | +641 | New |
| Harbor Investment Advisory, LLC | 636 | $459.0K | 0.06% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 626 | $452.0K | 0.39% | −42−6.3% | Reduced |
| D'Orazio & Associates, Inc. | 624 | $450.0K | 0.12% | 00.0% | Unchanged |
| Geller Advisors LLC | 615 | $444.0K | 0.10% | −1−0.2% | Reduced |
| United Bank | 616 | $444.0K | 0.06% | +616 | New |
| RNC Capital Management LLC | 611 | $441.0K | 0.02% | +5+0.8% | Added |
| Ibex Wealth Advisors | 611 | $441.0K | 0.09% | +611 | New |
| Moors & Cabot, Inc. | 606 | $437.0K | 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 |
| Trust Co of Vermont | 599 | $432.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 598 | $431.0K | 0.00% | −22−3.5% | Reduced |
| Ameritas Investment Company, LLC | 570 | $423.0K | 0.02% | −22−3.7% | Reduced |
| Citizens Financial Group Inc | 585 | $422.0K | 0.02% | −129−18.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 584 | $421.0K | 0.09% | +584 | New |
| Flagship Harbor Advisors, LLC | 583 | $420.0K | 0.05% | +3+0.5% | Added |
| National Asset Management, Inc. | 589 | $417.0K | 0.01% | −564−48.9% | Reduced |
| West Family Investments, Inc. | 568 | $410.0K | 0.11% | +568 | New |
| Sculati Wealth Management, LLC | 565 | $408.0K | 0.22% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 563 | $406.0K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 560 | $404.0K | 0.04% | +15+2.8% | Added |
| Berman Capital Advisors, LLC | 560 | $403.0K | 0.06% | +45+8.7% | Added |
| Everett Harris & Co | 550 | $397.0K | 0.01% | −51−8.5% | Reduced |
| Ritholtz Wealth Management | 543 | $392.0K | 0.03% | +106+24.3% | Added |
| Vectors Research Management, LLC | 540 | $390.0K | 0.10% | 00.0% | Unchanged |
| HNP Capital LLC | 540 | $390.0K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 539 | $389.0K | 0.09% | +539 | New |
| Avantax Advisory Services, Inc. | 537 | $387.0K | 0.01% | +1+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 535 | $386.0K | 0.09% | +152+39.7% | Added |
| Fulton Bank, N.A. | 534 | $385.0K | 0.02% | +22+4.3% | Added |
| Waratah Capital Advisors Ltd. | 532 | $384.0K | 0.02% | −2,366−81.6% | Reduced |
| Providence Capital Advisors, LLC | 531 | $383.0K | 0.13% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 525 | $379.0K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 524 | $378.0K | 0.01% | −20−3.7% | Reduced |
| 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 |
| Pekin Hardy Strauss, Inc. | 520 | $375.0K | 0.05% | +25+5.1% | Added |
| Rathbone Brothers plc | 517 | $373.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 513 | $370.0K | 0.22% | 00.0% | Unchanged |
| CX Institutional | 510 | $368.0K | 0.03% | −18−3.4% | Reduced |
| Bamco Inc | 507 | $366.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 505 | $365.0K | 0.01% | −9−1.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 500 | $361.0K | 0.00% | −482−49.1% | Reduced |
| Teza Capital Management LLC | 499 | $360.0K | 0.06% | +499 | New |
| Prestige Wealth Management Group LLC | 498 | $359.0K | 0.10% | +25+5.3% | Added |
| Chicago Capital, LLC | 496 | $358.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Meyer Handelman Co | 491 | $354.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 490 | $354.0K | 0.06% | +114+30.3% | Added |
| Natixis Investment Managers International | 478 | $344.0K | 0.02% | −12−2.4% | Reduced |