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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 288 | $208.0K | 0.02% | −95−24.8% | Reduced |
| Bartlett & Co. LLC | 288 | $208.0K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 289 | $208.0K | 0.01% | +289 | New |
| Zevin Asset Management LLC | 289 | $208.0K | 0.04% | +289 | New |
| Bartlett & Co. Wealth Management LLC | 288 | $207.8K | 0.00% | 00.0% | Unchanged |
| McDaniel Terry & Co | 287 | $207.0K | 0.02% | +287 | New |
| CWM, LLC | 284 | $205.0K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 282 | $203.0K | 0.02% | +282 | New |
| Strategic Family Wealth Counselors, L.L.C. | 281 | $203.0K | 0.07% | +281 | New |
| Apexium Financial, LP | 280 | $202.0K | 0.13% | +280 | New |
| Atalanta Sosnoff Capital, LLC | 278 | $201.0K | 0.00% | −70,612−99.6% | Reduced |
| Toth Financial Advisory Corp | 270 | $195.0K | 0.03% | +145+116.0% | Added |
| Arkadios Wealth Advisors | 241 | $173.0K | 0.02% | +2+0.8% | Added |
| Harvest Fund Management Co., Ltd | 238 | $171.0K | 0.02% | +18+8.2% | Added |
| Exane Derivatives | 239 | $169.9K | 0.04% | −17−6.6% | Reduced |
| Harbour Investments, Inc. | 234 | $169.0K | 0.01% | −20−7.9% | Reduced |
| Rockbridge Investment Management, LCC | 232 | $167.0K | 0.03% | +7+3.1% | Added |
| CKW Financial Group | 225 | $162.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 213 | $154.0K | 0.00% | +13+6.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 214 | $154.0K | 0.00% | +214 | New |
| Pflug Koory, LLC | 204 | $147.0K | 0.08% | 00.0% | Unchanged |
| Kings Point Capital Management | 195 | $141.0K | 0.01% | −41−17.4% | Reduced |
| Parkside Financial Bank & Trust | 187 | $135.0K | 0.04% | +6+3.3% | Added |
| Global Retirement Partners, LLC | 181 | $131.0K | 0.01% | +4+2.3% | Added |
| Sutton Wealth Advisors Inc. | 174 | $125.5K | 0.05% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 173 | $125.0K | 0.02% | +1+0.6% | Added |
| Hoover Financial Advisors, Inc. | 170 | $123.0K | 0.02% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 171 | $123.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 169 | $122.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 166 | $120.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 165 | $119.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 164 | $118.0K | 0.01% | +123+300.0% | Added |
| Zions Bancorporation, N.A. | 159 | $115.0K | 0.01% | −9−5.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 158 | $114.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $112.0K | 0.03% | +35+29.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 151 | $109.0K | 0.05% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 145 | $105.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 140 | $101.0K | 0.02% | +10+7.7% | Added |
| City Holding Co | 139 | $100.0K | 0.02% | −7−4.8% | Reduced |
| Sound Income Strategies, LLC | 131 | $95.0K | 0.01% | +17+14.9% | Added |
| Tradewinds Capital Management, LLC | 129 | $93.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 127 | $92.0K | 0.00% | −292−69.7% | Reduced |
| Red Door Wealth Management, LLC | 128 | $92.0K | 0.04% | +128 | New |
| M&R Capital Management Inc | 126 | $90.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 119 | $86.0K | 0.00% | +4+3.5% | Added |
| Freedman Financial Associates, Inc. | 118 | $85.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 117 | $84.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $84.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 113 | $82.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 108 | $78.0K | 0.01% | +23+27.1% | Added |
| Gradient Investments LLC | 106 | $76.0K | 0.00% | −327−75.5% | Reduced |
| SOA Wealth Advisors, LLC. | 101 | $72.0K | 0.02% | +4+4.1% | Added |
| Evoke Wealth, LLC | 98 | $71.0K | 0.00% | −17−14.8% | Reduced |
| SRS Capital Advisors, Inc. | 95 | $69.0K | 0.01% | +95 | New |
| Glen Eagle Advisors, LLC | 95 | $68.5K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 93 | $67.0K | 0.01% | +23+32.9% | Added |
| Allworth Financial LP | 91 | $66.0K | 0.00% | −4−4.2% | Reduced |
| First Horizon Corp | 91 | $65.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 85 | $61.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $59.0K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 80 | $58.0K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $57.0K | 0.02% | −13−14.1% | Reduced |
| Front Row Advisors LLC | 72 | $57.0K | 0.02% | +55+323.5% | Added |
| Optiver Holding B.V. | 77 | $56.0K | 0.01% | +77 | New |
| Ellevest, Inc. | 75 | $54.0K | 0.01% | −19−20.2% | Reduced |
| Tacita Capital Inc | 75 | $54.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 74 | $53.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $51.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 67 | $48.3K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 66 | $48.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 67 | $48.0K | 0.00% | +3+4.7% | Added |
| Burleson & Company, LLC | 60 | $43.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 59 | $43.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 59 | $43.0K | 0.01% | +9+18.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 59 | $42.6K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $42.0K | 0.01% | +19+48.7% | Added |
| Baystate Wealth Management LLC | 57 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 51 | $36.0K | 0.01% | +51 | New |
| Barrett Asset Management, LLC | 48 | $35.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $35.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 46 | $33.0K | 0.01% | +46 | New |
| Itau Unibanco Holding S.A. | 44 | $32.0K | 0.00% | +44 | New |
| Northern Oak Wealth Management Inc | 43 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $31.0K | 0.00% | +4+10.3% | Added |
| Cranbrook Wealth Management, LLC | 42 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $30.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 41 | $30.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $30.0K | 0.00% | +42 | New |
| TD Ameritrade Investment Management, LLC | 40 | $29.0K | 0.00% | −117−74.5% | Reduced |
| Global Financial Private Client, LLC | 39 | $28.1K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 35 | $25.0K | 0.00% | −6−14.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 34 | $25.0K | 0.01% | +15+78.9% | Added |
| Reilly Financial Advisors, LLC | 33 | $24.0K | 0.00% | −11−25.0% | Reduced |
| HC Financial Advisors Inc | 32 | $23.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 30 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $22.0K | 0.01% | +30 | New |
| Focused Wealth Management, Inc | 28 | $20.0K | 0.00% | 00.0% | Unchanged |