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
Trustcore Financial Services, LLC40$29.0K0.00%+5+14.3%Added
Reilly Financial Advisors, LLC40$29.0K0.00%+7+21.2%Added
Ancora Advisors, LLC39$29.0K0.00%+12+44.4%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$29.0K0.03%+40New
Bourgeon Capital Management LLC41$30.0K0.01%00.0%Unchanged
Northern Oak Wealth Management Inc43$31.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC43$31.0K0.00%00.0%Unchanged
Resolute Partners Group42$31.0K0.00%+1+2.4%Added
Meridian Wealth Partners, LLC43$32.0K0.01%+43New
Global Financial Private Client, LLC46$34.0K0.02%+7+17.9%Added
Bell Investment Advisors, Inc47$34.0K0.01%+47New
Investors Research Corp48$35.0K0.01%00.0%Unchanged
Solstein Capital, LLC55$40.0K0.02%−4−6.8%Reduced
Baystate Wealth Management LLC57$41.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC57$41.0K0.01%+15+35.7%Added
Antonetti Capital Management LLC58$42.0K0.03%+58New
Towarzystwo Funduszy Inwestycyjnych Pzu SA59$42.9K0.05%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC59$43.0K0.01%00.0%Unchanged
Burleson & Company, LLC60$44.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P63$46.0K0.00%−4−6.0%Reduced
Ellevest, Inc.64$47.0K0.00%−11−14.7%Reduced
Private Capital Group, LLC66$48.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc66$48.0K0.00%+40+153.8%Added
Caldwell Trust Co67$48.7K0.01%00.0%Unchanged
Earnest Partners LLC70$51.0K0.00%00.0%Unchanged
Front Row Advisors LLC72$52.0K0.02%00.0%Unchanged
Versant Capital Management, Inc74$54.0K0.02%−5−6.3%Reduced
Sandy Spring Bank74$54.0K0.00%00.0%Unchanged
Arlington Partners LLC74$54.0K0.02%+74New
Tacita Capital Inc75$55.0K0.03%00.0%Unchanged
AllSquare Wealth Management LLC82$60.0K0.04%00.0%Unchanged
Koshinski Asset Management, Inc.84$61.1K0.01%+84New
Accel Wealth Management85$62.0K0.04%00.0%Unchanged
Barrett Asset Management, LLC92$67.0K0.00%+44+91.7%Added
Glen Eagle Advisors, LLC93$67.7K0.02%−2−2.1%Reduced
SOA Wealth Advisors, LLC.99$72.0K0.02%−2−2.0%Reduced
Gradient Investments LLC106$77.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.108$79.0K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC110$80.0K0.00%−9−7.6%Reduced
First Horizon Advisors, Inc.113$83.0K0.00%+95+527.8%Added
Vaughan Nelson Investment Management, L.P.114$83.0K0.00%+114New
Baldwin Brothers Inc115$84.0K0.01%00.0%Unchanged
Tarbox Family Office, Inc.117$85.0K0.02%00.0%Unchanged
Freedman Financial Associates, Inc.118$86.0K0.06%00.0%Unchanged
Sterling Investment Advisors, Ltd.119$87.0K0.03%+6+5.3%Added
JFS Wealth Advisors, LLC122$89.0K0.01%+122New
M&R Capital Management Inc126$91.0K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC129$94.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC131$95.0K0.01%00.0%Unchanged
MV Capital Management, Inc.131$95.0K0.02%+73+125.9%Added
Itau Unibanco Holding S.A.134$97.0K0.01%+90+204.5%Added
City Holding Co139$101.0K0.02%00.0%Unchanged
Ci Investments Inc.141$103.0K0.00%+14+11.0%Added
Prentice Wealth Management LLC145$105.0K0.05%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.151$110.0K0.05%00.0%Unchanged
Zions Bancorporation, N.A.153$111.0K0.01%−6−3.8%Reduced
Glassman Wealth Services152$111.0K0.02%+12+8.6%Added
Johnson Financial Group, Inc.165$120.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC197$123.0K0.00%+157+392.5%Added
Mercer Capital Advisers, Inc.171$124.0K0.07%00.0%Unchanged
Lindbrook Capital, LLC170$124.0K0.03%+4+2.4%Added
Carroll Financial Associates, Inc.172$125.0K0.01%+8+4.9%Added
Sutton Wealth Advisors Inc.172$125.1K0.05%−2−1.1%Reduced
SRS Capital Advisors, Inc.177$129.0K0.02%+82+86.3%Added
Global Retirement Partners, LLC183$133.0K0.01%+2+1.1%Added
Parkside Financial Bank & Trust188$137.0K0.04%+1+0.5%Added
Kings Point Capital Management195$142.0K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP204$148.0K0.00%−10−4.7%Reduced
Pflug Koory, LLC204$148.0K0.08%00.0%Unchanged
Blueprint Investment Partners LLC208$151.0K0.08%+208New
Cullen/Frost Bankers, Inc.213$155.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton219$159.0K0.06%+50+29.6%Added
CKW Financial Group225$166.0K0.03%00.0%Unchanged
Rock Creek Group, LP231$168.0K0.03%−184−44.3%Reduced
Rockbridge Investment Management, LCC232$169.0K0.03%00.0%Unchanged
Arkadios Wealth Advisors237$172.0K0.02%−4−1.7%Reduced
Leonteq Securities AG253$184.1K0.01%−904−78.1%Reduced
Allworth Financial LP273$199.0K0.00%+182+200.0%Added
Childress Capital Advisors, LLC275$200.0K0.08%+275New
Jacobs Levy Equity Management, Inc277$202.0K0.00%−58,772−99.5%Reduced
Mitchell McLeod Pugh & Williams Inc277$202.0K0.07%−13−4.5%Reduced
Penobscot Investment Management Company, Inc.277$202.0K0.03%+277New
Strategic Family Wealth Counselors, L.L.C.281$204.0K0.07%00.0%Unchanged
Apexium Financial, LP280$204.0K0.12%00.0%Unchanged
Cerity Partners LLC280$204.0K0.00%+280New
Summit Trail Advisors, LLC281$204.0K0.02%+281New
NorthRock Partners, LLC257$205.0K0.02%+257New
Crawford Investment Counsel Inc285$207.0K0.00%+285New
Platform Technology Partners286$208.0K0.09%−96−25.1%Reduced
Sheaff Brock Investment Advisors, LLC288$209.0K0.02%00.0%Unchanged
McDaniel Terry & Co287$209.0K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC288$209.5K0.00%00.0%Unchanged
Zevin Asset Management LLC289$210.0K0.04%00.0%Unchanged
Bartlett & Co. LLC288$210.0K0.00%00.0%Unchanged
Harbour Capital Advisors, LLC290$211.0K0.06%00.0%Unchanged
Pathstone Family Office, LLC291$212.0K0.01%−120−29.2%Reduced
Wedge Capital Management L L P293$213.0K0.00%−14−4.6%Reduced
Inverness Counsel LLC296$215.0K0.01%+6+2.1%Added
Deltec Asset Management LLC300$218.0K0.03%00.0%Unchanged
PDT Partners, LLC300$218.0K0.02%+300New