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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 496 | $361.0K | 0.01% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 497 | $362.0K | 0.07% | −340−40.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,618 | $362.0K | 0.01% | +8,600+47,777.8% | Added |
| Biltmore Wealth Management, LLC | 499 | $363.0K | 0.15% | +499 | New |
| Lowe Brockenbrough & Co Inc | 500 | $364.0K | 0.03% | +500 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 501 | $365.0K | 0.00% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 505 | $367.0K | 0.04% | +489+3,056.3% | Added |
| Avantax Advisory Services, Inc. | 520 | $375.0K | 0.01% | −17−3.2% | Reduced |
| Rathbone Brothers plc | 517 | $376.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 517 | $376.0K | 0.08% | +517 | New |
| Prestige Wealth Management Group LLC | 519 | $378.0K | 0.10% | +21+4.2% | Added |
| Vaughan David Investments LLC | 524 | $381.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 525 | $382.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 528 | $384.0K | 0.06% | +8+1.5% | Added |
| Providence Capital Advisors, LLC | 531 | $386.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 536 | $390.0K | 0.09% | +1+0.2% | Added |
| Magnetar Financial LLC | 536 | $390.0K | 0.00% | +536 | New |
| BSW Wealth Partners | 539 | $392.0K | 0.11% | +80+17.4% | Added |
| Vectors Research Management, LLC | 540 | $393.0K | 0.09% | 00.0% | Unchanged |
| HNP Capital LLC | 540 | $393.0K | 0.10% | 00.0% | Unchanged |
| Heard Capital LLC | 547 | $398.0K | 0.08% | −546−50.0% | Reduced |
| HighPoint Advisor Group LLC | 549 | $399.0K | 0.04% | −372−40.4% | Reduced |
| Everett Harris & Co | 550 | $400.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 551 | $401.0K | 0.01% | +46+9.1% | Added |
| United Bank | 552 | $402.0K | 0.05% | −64−10.4% | Reduced |
| Contravisory Investment Management, Inc. | 552 | $402.0K | 0.12% | +29+5.5% | Added |
| Park Avenue Securities LLC | 556 | $405.0K | 0.01% | −204−26.8% | Reduced |
| SFMG, LLC | 560 | $407.0K | 0.05% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 563 | $410.0K | 0.04% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $411.0K | 0.22% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 574 | $418.0K | 0.01% | +125+27.8% | Added |
| Flagship Harbor Advisors, LLC | 583 | $420.0K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 582 | $423.0K | 0.09% | −33−5.4% | Reduced |
| Ameritas Investment Company, LLC | 583 | $424.0K | 0.02% | +13+2.3% | Added |
| National Asset Management, Inc. | 584 | $425.0K | 0.01% | −5−0.8% | Reduced |
| West Family Investments, Inc. | 586 | $426.0K | 0.11% | +18+3.2% | Added |
| CIBC Private Wealth Group, LLC | 595 | $433.0K | 0.00% | −3−0.5% | Reduced |
| Trust Co of Vermont | 599 | $436.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $437.0K | 0.22% | 00.0% | Unchanged |
| Diversified Trust Co | 601 | $437.0K | 0.02% | +601 | New |
| Investment House LLC | 602 | $438.0K | 0.03% | −56−8.5% | Reduced |
| Centiva Capital, LP | 604 | $439.0K | 0.04% | −1,718−74.0% | Reduced |
| RNC Capital Management LLC | 611 | $445.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 612 | $446.0K | 0.03% | +6+1.0% | Added |
| Twin Tree Management, LP | 619 | $450.0K | 0.01% | +619 | New |
| Roberts Wealth Advisors, LLC | 620 | $451.0K | 0.18% | +620 | New |
| Robertson Stephens Wealth Management, LLC | 622 | $452.0K | 0.05% | −75−10.8% | Reduced |
| Berman Capital Advisors, LLC | 634 | $460.0K | 0.07% | +74+13.2% | Added |
| Credential Qtrade Securities Inc. | 635 | $462.0K | 0.04% | −245−27.8% | Reduced |
| Harbor Investment Advisory, LLC | 636 | $463.0K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 636 | $463.0K | 0.02% | +278+77.7% | Added |
| FDx Advisors, Inc. | 639 | $465.0K | 0.01% | −9−1.4% | Reduced |
| D'Orazio & Associates, Inc. | 647 | $471.0K | 0.11% | +23+3.7% | Added |
| Arnhold LLC | 654 | $476.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 658 | $479.0K | 0.10% | −20−2.9% | Reduced |
| Ritholtz Wealth Management | 659 | $479.0K | 0.03% | +116+21.4% | Added |
| Alpha Paradigm Partners, LLC | 659 | $479.0K | 0.19% | +257+63.9% | Added |
| Coldstream Capital Management Inc | 777 | $485.0K | 0.02% | −105−11.9% | Reduced |
| Tiedemann Advisors, LLC | 671 | $487.0K | 0.03% | −25−3.6% | Reduced |
| Morris Retirement Advisors, LLC | 673 | $490.0K | 0.42% | +47+7.5% | Added |
| Engine No. 1 LLC | 674 | $490.0K | 0.13% | +242+56.0% | Added |
| Trexquant Investment LP | 674 | $490.0K | 0.04% | +674 | New |
| Graypoint LLC | 677 | $493.0K | 0.06% | +155+29.7% | Added |
| Belpointe Asset Management LLC | 697 | $508.0K | 0.03% | −254−26.7% | Reduced |
| Bridgefront Capital, LLC | 698 | $508.0K | 0.53% | −221−24.0% | Reduced |
| Proficio Capital Partners LLC | 709 | $516.0K | 0.07% | −49−6.5% | Reduced |
| Corbett Road Capital Management, LLC | 709 | $516.0K | 0.89% | −15−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 716 | $521.0K | 0.01% | −707−49.7% | Reduced |
| Stephens Inc | 718 | $522.0K | 0.01% | −6−0.8% | Reduced |
| Exane Derivatives | 724 | $526.8K | 0.13% | +485+202.9% | Added |
| Canada Pension Plan Investment Board | 730 | $531.0K | 0.00% | −1,807−71.2% | Reduced |
| Brewin Dolphin Ltd | 730 | $531.1K | 0.02% | 00.0% | Unchanged |
| Little House Capital LLC | 731 | $532.0K | 0.31% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 742 | $539.0K | 0.15% | +13+1.8% | Added |
| Camelot Portfolios, LLC | 743 | $540.0K | 0.28% | −259−25.8% | Reduced |
| Bokf, NA | 745 | $542.0K | 0.01% | +745 | New |
| Federation des caisses Desjardins du Quebec | 753 | $547.4K | 0.01% | −6−0.8% | Reduced |
| State of Wyoming | 756 | $550.0K | 0.35% | −359−32.2% | Reduced |
| IFP Advisors, Inc | 761 | $554.0K | 0.01% | +57+8.1% | Added |
| Fort, L.P. | 764 | $556.0K | 0.19% | −523−40.6% | Reduced |
| Steinberg Asset Management LLC | 765 | $557.0K | 0.63% | −3,250−80.9% | Reduced |
| AGF Investments LLC | 768 | $559.0K | 0.06% | +4+0.5% | Added |
| JSF Financial, LLC | 779 | $567.0K | 0.28% | +403+107.2% | Added |
| Joel Isaacson & Co., LLC | 781 | $568.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 783 | $570.0K | 0.01% | −26−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 784 | $570.0K | 0.01% | +3+0.4% | Added |
| D.B. Root & Company, LLC | 787 | $572.0K | 0.22% | −172−17.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 787 | $573.0K | 0.04% | +130+19.8% | Added |
| Valeo Financial Advisors, LLC | 799 | $581.0K | 0.03% | +100+14.3% | Added |
| Coastline Trust Co | 800 | $582.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 806 | $586.0K | 0.17% | +206+34.3% | Added |
| KB Financial Partners, LLC | 816 | $594.0K | 0.22% | +29+3.7% | Added |
| Ingalls & Snyder LLC | 821 | $597.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 822 | $598.0K | 0.00% | +130+18.8% | Added |
| Kore Private Wealth LLC | 829 | $603.0K | 0.06% | +134+19.3% | Added |
| Means Investment Co., Inc. | 841 | $612.0K | 0.12% | 00.0% | Unchanged |
| Domani Wealth, LLC | 847 | $616.0K | 0.13% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 848 | $617.0K | 0.00% | +27+3.3% | Added |
| Tdam USA Inc. | 851 | $619.0K | 0.04% | −33−3.7% | Reduced |
| Systematic Alpha Investments, LLC | 918 | $620.0K | 0.03% | +9+1.0% | Added |