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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 469 | $338.0K | 0.01% | +36+8.3% | Added |
| O'Neil Global Advisors, Inc. | 468 | $338.0K | 0.11% | +468 | New |
| Curated Wealth Partners LLC | 467 | $337.0K | 0.18% | −152−24.6% | Reduced |
| 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 |
| QCM Cayman, Ltd. | 460 | $332.0K | 0.86% | +460 | New |
| BSW Wealth Partners | 459 | $331.0K | 0.09% | +51+12.5% | Added |
| Chesapeake Wealth Management | 455 | $328.0K | 0.11% | −20−4.2% | Reduced |
| 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 |
| ARGI Investment Services, LLC | 449 | $324.0K | 0.01% | +113+33.6% | Added |
| Convergence Investment Partners, LLC | 444 | $321.0K | 0.14% | −20−4.3% | Reduced |
| Homrich & Berg | 445 | $321.0K | 0.01% | +81+22.3% | Added |
| Connecticut Wealth Management, LLC | 444 | $320.0K | 0.03% | −46−9.4% | Reduced |
| Peapack Gladstone Financial Corp | 435 | $314.0K | 0.01% | +4+0.9% | Added |
| 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 |
| First National Bank of Omaha | 500 | $309.0K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 428 | $308.0K | 0.03% | −2,173−83.5% | Reduced |
| Palladium Partners LLC | 423 | $305.0K | 0.01% | +2+0.5% | Added |
| Silvercrest Asset Management Group LLC | 422 | $304.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 418 | $302.0K | 0.01% | −5−1.2% | Reduced |
| Abbrea Capital, LLC | 419 | $302.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| RMR Wealth Builders | 411 | $297.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 411 | $297.0K | 0.01% | +34+9.0% | Added |
| Vigilant Capital Management, LLC | 410 | $296.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Edgestream Partners, L.P. | 400 | $289.0K | 0.02% | +400 | New |
| 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 |
| Personal Capital Advisors Corp | 397 | $286.0K | 0.00% | +1+0.3% | Added |
| Banco BTG Pactual S.A. | 394 | $284.0K | 0.22% | +394 | New |
| Sequoia Financial Advisors, LLC | 391 | $282.0K | 0.01% | +31+8.6% | Added |
| Maven Securities LTD | 388 | $280.0K | 0.03% | +388 | New |
| Fullerton Fund Management Co Ltd. | 385 | $278.0K | 0.02% | −495−56.3% | Reduced |
| American Portfolios Advisors | 385 | $277.8K | 0.01% | −18−4.5% | Reduced |
| Platform Technology Partners | 382 | $276.0K | 0.11% | +382 | New |
| Synovus Financial Corp | 379 | $274.0K | 0.00% | +22+6.2% | Added |
| West Paces Advisors Inc. | 378 | $272.7K | 0.10% | 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 |
| Grandfield & Dodd, LLC | 371 | $270.0K | 0.02% | 00.0% | Unchanged |
| Allegiant Private Advisors, LLC | 373 | $269.0K | 0.04% | +373 | New |
| 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 |
| Highland Private Wealth Management | 369 | $266.0K | 0.04% | +9+2.5% | Added |
| M&G Investment Management Ltd | 365 | $263.0K | 0.00% | −147−28.7% | Reduced |
| Eqis Capital Management, Inc. | 361 | $261.0K | 0.02% | −3−0.8% | Reduced |
| Apollon Wealth Management, LLC | 360 | $260.0K | 0.05% | +360 | New |
| 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 |
| Halbert Hargrove Global Advisors, LLC | 350 | $253.0K | 0.02% | +6+1.7% | Added |
| Venture Visionary Partners LLC | 348 | $251.0K | 0.02% | +4+1.2% | Added |
| Osborne Partners Capital Management, LLC | 344 | $248.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Mid Atlantic Financial Management Inc | 339 | $245.0K | 0.02% | −10−2.9% | Reduced |
| Capital Investment Advisory Services, LLC | 337 | $243.0K | 0.03% | −25−6.9% | Reduced |
| DF Dent & Co Inc | 335 | $242.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 334 | $241.0K | 0.06% | +334 | New |
| Meridian Investment Counsel Inc. | 332 | $240.0K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 331 | $239.0K | 0.04% | +331 | New |
| Rehmann Capital Advisory Group | 329 | $237.4K | 0.02% | +329 | New |
| Adviser Investments LLC | 328 | $237.0K | 0.02% | −10−3.0% | Reduced |
| Synergy Financial Management, LLC | 327 | $236.0K | 0.06% | +327 | New |
| 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 |
| Laffer Tengler Investments | 324 | $233.7K | 0.09% | +228+237.5% | Added |
| IHT Wealth Management, LLC | 323 | $233.0K | 0.01% | +323 | New |
| Moody National Bank Trust Division | 322 | $232.0K | 0.00% | +322 | New |
| Equitable Holdings, Inc. | 319 | $230.0K | 0.00% | +319 | New |
| Keel Point, LLC | 318 | $229.0K | 0.03% | +318 | New |
| Hilltop Holdings Inc. | 313 | $226.0K | 0.03% | +313 | 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 |
| Acorn Financial Advisory Services Inc | 309 | $223.0K | 0.07% | +309 | 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 |
| Mutual Advisors, LLC | 305 | $220.0K | 0.01% | +305 | New |
| Haverford Trust Co | 304 | $219.0K | 0.00% | +304 | New |
| Auxier Asset Management | 302 | $218.0K | 0.04% | +302 | New |
| Lincoln National Corp | 301 | $217.0K | 0.00% | −87−22.4% | Reduced |
| Northeast Investment Management | 299 | $216.0K | 0.01% | +299 | New |
| Deltec Asset Management LLC | 300 | $216.0K | 0.03% | +300 | New |
| International Assets Investment Management, LLC | 297 | $214.0K | 0.04% | +64+27.5% | Added |
| Inverness Counsel LLC | 290 | $209.0K | 0.01% | −76−20.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 290 | $209.0K | 0.08% | +290 | New |
| Harbour Capital Advisors, LLC | 290 | $209.0K | 0.06% | +290 | New |