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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 853 | $621.0K | 0.10% | +154+22.0% | Added |
| Orion Portfolio Solutions, LLC | 864 | $629.0K | 0.02% | +43+5.2% | Added |
| Chicago Partners Investment Group LLC | 908 | $630.0K | 0.04% | +39+4.5% | Added |
| Peoples Bank | 887 | $645.0K | 0.34% | 00.0% | Unchanged |
| Sigma Planning Corp | 890 | $648.0K | 0.02% | +5+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 895 | $651.0K | 0.06% | 00.0% | Unchanged |
| Invst, LLC | 909 | $661.0K | 0.10% | +15+1.7% | Added |
| Private Trust Co NA | 917 | $667.0K | 0.10% | −2−0.2% | Reduced |
| Geneos Wealth Management Inc. | 918 | $677.0K | 0.03% | −1−0.1% | Reduced |
| 1832 Asset Management L.P. | 918 | $677.0K | 0.00% | +918 | New |
| Parallel Advisors, LLC | 936 | $681.0K | 0.03% | +138+17.3% | Added |
| CAPROCK Group, Inc. | 949 | $690.0K | 0.06% | +5+0.5% | Added |
| Alexandria Capital, LLC | 953 | $693.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 956 | $696.0K | 0.05% | +4+0.4% | Added |
| Rothschild Investment Corp | 967 | $703.0K | 0.06% | 00.0% | Unchanged |
| Mirova | 967 | $703.0K | 0.09% | +84+9.5% | Added |
| Wealthsource Partners, LLC | 979 | $712.0K | 0.06% | −73−6.9% | Reduced |
| Fusion Capital, LLC | 979 | $712.0K | 0.42% | −4−0.4% | Reduced |
| Strategy Asset Managers LLC | 982 | $714.0K | 0.16% | +982 | New |
| Beese Fulmer Investment Management, Inc. | 986 | $717.0K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 993 | $722.0K | 0.03% | +14+1.4% | Added |
| Paradigm Asset Management Co LLC | 1,000 | $727.6K | 0.20% | −100−9.1% | Reduced |
| Bollard Group LLC | 1,000 | $728.0K | 0.02% | +1,000 | New |
| Hyman Charles D | 1,005 | $731.0K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,017 | $740.0K | 0.13% | 00.0% | Unchanged |
| Argent Trust Co | 1,046 | $761.0K | 0.05% | −15−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,057 | $769.0K | 0.01% | +66+6.7% | Added |
| Proequities, Inc. | 1,059 | $770.0K | 0.05% | +77+7.8% | Added |
| Caxton Corp | 1,061 | $772.0K | 0.63% | −1−0.1% | Reduced |
| Pendal Group Limited | 1,069 | $778.0K | 0.01% | −351−24.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,080 | $786.0K | 0.01% | −383−26.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,094 | $796.0K | 0.06% | +6+0.6% | Added |
| First Hawaiian Bank | 1,102 | $802.0K | 0.03% | −81−6.8% | Reduced |
| Great Lakes Advisors, LLC | 1,106 | $805.0K | 0.01% | +54+5.1% | Added |
| Aspiriant, LLC | 1,109 | $807.0K | 0.05% | −1−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 1,110 | $808.0K | 0.16% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,120 | $815.0K | 0.07% | +102+10.0% | Added |
| EP Wealth Advisors, LLC | 1,129 | $821.0K | 0.02% | +3+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,133 | $824.0K | 0.06% | +113+11.1% | Added |
| Cetera Advisor Networks LLC | 1,145 | $833.0K | 0.01% | −16−1.4% | Reduced |
| Acadian Asset Management LLC | 1,151 | $836.0K | 0.00% | −873−43.1% | Reduced |
| Marshall Wace, LLP | 1,152 | $838.0K | 0.00% | −7,344−86.4% | Reduced |
| Advisory Services Network, LLC | 1,178 | $857.0K | 0.03% | −307−20.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,182 | $860.0K | 0.07% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 1,193 | $867.0K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,206 | $877.0K | 0.35% | +1+0.1% | Added |
| Defined Wealth Management, LLC | 1,205 | $877.0K | 0.78% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,207 | $878.0K | 0.03% | +8+0.7% | Added |
| Parsons Capital Management Inc | 1,218 | $886.0K | 0.07% | +6+0.5% | Added |
| Sheets Smith Wealth Management | 1,220 | $888.0K | 0.12% | +6+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 1,224 | $891.0K | 0.02% | +170+16.1% | Added |
| CapWealth Advisors, LLC | 1,226 | $892.0K | 0.10% | +39+3.3% | Added |
| Altium Wealth Management LLC | 1,230 | $895.0K | 0.06% | +67+5.8% | Added |
| Verdence Capital Advisors LLC | 1,230 | $895.0K | 0.12% | +70+6.0% | Added |
| Winton Group Ltd | 1,249 | $909.0K | 0.05% | −1,866−59.9% | Reduced |
| Sanders Morris Harris LLC | 1,217 | $909.0K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,252 | $911.0K | 0.26% | −285−18.5% | Reduced |
| Quadrant Capital Group LLC | 1,261 | $917.0K | 0.13% | +26+2.1% | Added |
| Deseret Mutual Benefit Administrators | 1,260 | $917.0K | 0.17% | +721+133.8% | Added |
| Ontario Teachers Pension Plan Board | 1,280 | $931.0K | 0.00% | +1,280 | New |
| Insight Wealth Strategies, LLC | 1,281 | $932.0K | 0.13% | +21+1.7% | Added |
| Segall Bryant & Hamill, LLC | 1,290 | $939.0K | 0.01% | −63−4.7% | Reduced |
| Whittier Trust Co | 1,297 | $944.0K | 0.02% | −5−0.4% | Reduced |
| Banque Cantonale Vaudoise | 1,300 | $946.0K | 0.04% | −960−42.5% | Reduced |
| Toth Financial Advisory Corp | 1,320 | $960.0K | 0.15% | +1,050+388.9% | Added |
| Steadfast Capital Management (UK) Ltd. | 1,324 | $963.0K | 1.13% | +1,324 | New |
| Quantamental Technologies LLC | 1,346 | $979.0K | 0.65% | +1,346 | New |
| Conning Inc. | 1,349 | $981.0K | 0.03% | −314−18.9% | Reduced |
| Fiduciary Trust Co | 1,359 | $989.0K | 0.02% | −10−0.7% | Reduced |
| Agf Investments Inc. | 1,361 | $990.0K | 0.01% | −898−39.8% | Reduced |
| Venator Management LLC | 1,366 | $994.0K | 0.27% | −19−1.4% | Reduced |
| Kestra Advisory Services, LLC | 1,367 | $994.0K | 0.01% | +115+9.2% | Added |
| Symmetry Partners, LLC | 1,359 | $1.02M | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,403 | $1.02M | 0.14% | +81+6.1% | Added |
| Capstone Investment Advisors, LLC | 1,416 | $1.03M | 0.02% | +1,416 | New |
| qPULA Trading Management LP | 1,432 | $1.04M | 1.63% | +1,432 | New |
| Buckingham Strategic Wealth, LLC | 1,433 | $1.04M | 0.02% | +13+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,452 | $1.06M | 0.01% | +16+1.1% | Added |
| Boston Private Wealth LLC | 1,462 | $1.06M | 0.01% | −106−6.8% | Reduced |
| Meeder Asset Management Inc | 1,466 | $1.07M | 0.06% | +144+10.9% | Added |
| Assenagon Asset Management S.A. | 1,471 | $1.07M | 0.00% | +1,471 | New |
| Integrated Advisors Network LLC | 1,488 | $1.08M | 0.07% | +308+26.1% | Added |
| Gateway Investment Advisers LLC | 1,491 | $1.08M | 0.01% | −123−7.6% | Reduced |
| Game Creek Capital, LP | 1,500 | $1.09M | 0.58% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,529 | $1.11M | 0.14% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,540 | $1.12M | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 1,548 | $1.13M | 0.02% | −120−7.2% | Reduced |
| Principal Street Partners, LLC | 1,596 | $1.16M | 0.32% | −108−6.3% | Reduced |
| Wright Investors Service Inc | 1,612 | $1.17M | 0.33% | +1,612 | New |
| Raymond James Trust N.A. | 1,622 | $1.18M | 0.04% | +16+1.0% | Added |
| NewEdge Wealth, LLC | 1,623 | $1.18M | 0.07% | +113+7.5% | Added |
| Paradigm Financial Advisors, LLC | 1,657 | $1.21M | 0.28% | −53−3.1% | Reduced |
| Brown Brothers Harriman & Co | 1,662 | $1.21M | 0.01% | −75−4.3% | Reduced |
| Brinker Capital Investments, LLC | 1,678 | $1.21M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,693 | $1.23M | 0.01% | 00.0% | Unchanged |
| Delphi Management Inc | 1,697 | $1.24M | 1.27% | +20+1.2% | Added |
| People's United Financial, Inc. | 1,720 | $1.25M | 0.03% | −68−3.8% | Reduced |
| NuWave Investment Management, LLC | 1,741 | $1.27M | 1.45% | +1,741 | New |
| Smithfield Trust Co | 1,749 | $1.27M | 0.08% | −1−0.1% | Reduced |
| Colony Group LLC | 1,759 | $1.28M | 0.02% | 00.0% | Unchanged |