Skip to main content

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, Q3 2021

Institutional positions in Charter Communications, Inc. as of Sep 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
1,014
+33 vs. Q2 2021
Shares held
125.0M
−4.47M (−3.5%) vs. Q2 2021
Total value
$90.9B
−$2.46B (−2.6%) vs. Q2 2021
New holders
93
302 more added
Sold out
60
392 more reduced

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,014 institutions
Q1 2021: 997 institutionsQ2 2021: 993 institutionsQ3 2021: 1,014 institutionsQ4 2021: 1,044 institutionsQ1 2022: 992 institutionsQ2 2022: 944 institutionsQ3 2022: 837 institutionsQ4 2022: 888 institutionsQ1 2023: 862 institutionsQ2 2023: 844 institutionsQ3 2023: 890 institutionsQ4 2023: 909 institutionsQ1 2024: 826 institutionsQ2 2024: 788 institutionsQ3 2024: 839 institutionsQ4 2024: 864 institutionsQ1 2025: 879 institutionsQ2 2025: 889 institutionsQ3 2025: 805 institutionsQ4 2025: 798 institutionsQ1 2026: 791 institutionsQ2 2026: 788 institutions
Value heldQ3 2021: $90.9B
Q1 2021: $81.8BQ2 2021: $93.5BQ3 2021: $90.9BQ4 2021: $78.5BQ1 2022: $61.3BQ2 2022: $50.2BQ3 2022: $31.3BQ4 2022: $35.1BQ1 2023: $36.2BQ2 2023: $36.5BQ3 2023: $43.3BQ4 2023: $38.1BQ1 2024: $29.8BQ2 2024: $31.4BQ3 2024: $33.3BQ4 2024: $35.0BQ1 2025: $38.3BQ2 2025: $42.0BQ3 2025: $27.3BQ4 2025: $21.3BQ1 2026: $21.3BQ2 2026: $14.2B
Institutions holding CHTR and their total value by quarter
QuarterHoldersValue
Q2 2026788$14.2B
Q1 2026791$21.3B
Q4 2025798$21.3B
Q3 2025805$27.3B
Q2 2025889$42.0B
Q1 2025879$38.3B
Q4 2024864$35.0B
Q3 2024839$33.3B
Q2 2024788$31.4B
Q1 2024826$29.8B
Q4 2023909$38.1B
Q3 2023890$43.3B
Q2 2023844$36.5B
Q1 2023862$36.2B
Q4 2022888$35.1B
Q3 2022837$31.3B
Q2 2022944$50.2B
Q1 2022992$61.3B
Q4 20211,044$78.5B
Q3 20211,014$90.9B
Q2 2021993$93.5B
Q1 2021997$81.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q2 2021.

Institutions holding CHTR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$7270.00%––
FinTrust Capital Advisors, LLC1$1.00K0.00%−9−90.0%Reduced
PEAK6 Investments LLC1$1.00K0.00%−4−80.0%Reduced
McIlrath & Eck, LLC1$1.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors1$1.00K0.00%00.0%Unchanged
Cypress Point Wealth Management, LLC1$1.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc2$1.00K0.00%+2New
Odey Asset Management Group Ltd1$1.00K0.00%+1New
Hoey Investments, Inc1$1.00K0.00%+1New
Kowal Investment Group, LLC1$1.00K0.00%+1New
Valley National Advisers Inc3$2.00K0.00%00.0%Unchanged
Delta Asset Management LLC3$2.00K0.00%00.0%Unchanged
North Star Investment Management Corp.3$2.00K0.00%00.0%Unchanged
Sonora Investment Management, LLC3$2.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.3$2.00K0.00%00.0%Unchanged
TCTC Holdings, LLC3$2.00K0.00%00.0%Unchanged
Corbenic Partners LLC3$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$2.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.3$2.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC3$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.3$2.00K0.00%00.0%Unchanged
TSFG, LLC3$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC3$2.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC3$2.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC3$2.00K0.00%+3New
Total Clarity Wealth Management, Inc.3$2.00K0.00%+3New
Lountzis Asset Management, LLC3$2.18K0.00%+3New
Salem Investment Counselors Inc4$3.00K0.00%00.0%Unchanged
Logan Capital Management Inc4$3.00K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.4$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC4$3.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$3.00K0.00%00.0%Unchanged
JJJ Advisors Inc.4$3.00K0.00%+1+33.3%Added
Newbridge Financial Services Group, Inc.4$3.00K0.00%+1+33.3%Added
Washington Trust Co4$3.00K0.00%+4New
Consolidated Planning Corp4$3.00K0.00%+4New
Resources Management Corp5$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP5$4.00K0.00%00.0%Unchanged
Peoples Financial Services Corp.6$4.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.6$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC6$4.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.6$4.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC6$4.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.5$4.00K0.00%+5New
Motco7$5.00K0.00%00.0%Unchanged
Hudock, Inc.7$5.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$5.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.7$5.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC7$5.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC7$5.00K0.00%+3+75.0%Added
Baron Financial Group, LLC7$5.09K0.00%00.0%Unchanged
Financial Perspectives, Inc7$5.09K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$5.82K0.00%00.0%Unchanged
AlphaMark Advisors, LLC8$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.8$6.00K0.00%00.0%Unchanged
Leelyn Smith, LLC8$6.00K0.00%00.0%Unchanged
Retirement Group, LLC8$6.00K0.00%+2+33.3%Added
Edge Wealth Management LLC10$7.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC10$7.00K0.00%00.0%Unchanged
Crewe Advisors LLC10$7.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc9$7.00K0.00%00.0%Unchanged
Bogart Wealth, LLC9$7.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC9$7.00K0.00%00.0%Unchanged
Lee Financial Co11$8.00K0.00%00.0%Unchanged
FourThought Financial, LLC11$8.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$9.00K0.00%––
Larson Financial Group LLC12$9.00K0.00%00.0%Unchanged
Wealth Quarterback LLC13$9.00K0.01%+1+8.3%Added
Pacific Center for Financial Services12$9.00K0.00%+2+20.0%Added
Pinnacle Bancorp, Inc.13$9.00K0.00%+13New
O'Dell Group, LLC12$9.00K0.00%+12New
Clean Yield Group14$10.0K0.00%00.0%Unchanged
Guidance Point Advisors, LLC15$10.0K0.00%+15New
Wagner Wealth Management, LLC17$11.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.15$11.0K0.00%−1,685−99.1%Reduced
Trust Co16$12.0K0.00%00.0%Unchanged
Firestone Capital Management16$12.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC16$12.0K0.01%00.0%Unchanged
Sageworth Trust Co18$13.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$14.0K0.00%−15−44.1%Reduced
MCF Advisors LLC19$14.0K0.00%+19New
Carolinas Wealth Consulting LLC21$15.0K0.00%−95−81.9%Reduced
Evermay Wealth Management LLC20$15.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.20$15.0K0.01%00.0%Unchanged
TFC Financial Management22$16.0K0.01%00.0%Unchanged
PSI Advisors, LLC25$18.0K0.01%+25New
Assetmark, Inc26$19.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc28$20.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC28$20.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC27$20.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC27$20.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.27$20.0K0.00%+7+35.0%Added
Massmutual Trust Co FSB29$21.0K0.00%+1+3.6%Added
Old Second National Bank of Aurora30$22.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC30$22.0K0.01%00.0%Unchanged
HC Financial Advisors Inc32$23.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC35$25.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC39$28.0K0.01%00.0%Unchanged
Canton Hathaway, LLC39$28.0K0.01%+39New