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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 528 | $384.0K | 0.06% | +8+1.5% | Added |
| Triasima Portfolio Management inc. | 525 | $382.0K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 524 | $381.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 519 | $378.0K | 0.10% | +21+4.2% | Added |
| Rathbone Brothers plc | 517 | $376.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 517 | $376.0K | 0.08% | +517 | New |
| Avantax Advisory Services, Inc. | 520 | $375.0K | 0.01% | −17−3.2% | Reduced |
| BerganKDV Wealth Management, LLC | 505 | $367.0K | 0.04% | +489+3,056.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 501 | $365.0K | 0.00% | +1+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 500 | $364.0K | 0.03% | +500 | New |
| Biltmore Wealth Management, LLC | 499 | $363.0K | 0.15% | +499 | New |
| 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 |
| Chicago Capital, LLC | 496 | $361.0K | 0.01% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 493 | $359.0K | 1.79% | +493 | New |
| Palisades Hudson Asset Management, L.P. | 492 | $358.0K | 0.16% | 00.0% | Unchanged |
| Meyer Handelman Co | 491 | $357.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 491 | $357.0K | 0.01% | +22+4.7% | Added |
| Waldron Private Wealth LLC | 484 | $352.0K | 0.02% | +86+21.6% | Added |
| Barings LLC | 479 | $348.0K | 0.01% | −242−33.6% | Reduced |
| Alphasimplex Group, LLC | 476 | $346.0K | 0.29% | −3,176−87.0% | Reduced |
| Fulton Bank, N.A. | 476 | $346.0K | 0.02% | −58−10.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 472 | $343.0K | 0.00% | +472 | New |
| Curated Wealth Partners LLC | 469 | $341.0K | 0.19% | +2+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 467 | $340.0K | 0.07% | −117−20.0% | Reduced |
| Wendell David Associates Inc | 461 | $335.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 459 | $334.0K | 0.03% | −51−10.0% | Reduced |
| Connecticut Wealth Management, LLC | 458 | $333.0K | 0.03% | +14+3.2% | Added |
| Clearstead Advisors, LLC | 457 | $332.0K | 0.02% | +85+22.8% | Added |
| Palladium Partners LLC | 453 | $330.0K | 0.02% | +30+7.1% | Added |
| Fieldpoint Private Securities, LLC | 447 | $325.0K | 0.07% | +12+2.8% | Added |
| Homrich & Berg | 445 | $324.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 444 | $323.0K | 0.05% | +25+6.0% | Added |
| Financial Counselors Inc | 443 | $322.0K | 0.01% | +443 | New |
| Vantage Consulting Group Inc | 439 | $319.0K | 0.07% | −51−10.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 435 | $316.0K | 0.03% | +60+16.0% | Added |
| QVR LLC | 434 | $316.0K | 0.65% | +434 | New |
| Evoke Wealth, LLC | 432 | $314.0K | 0.01% | +334+340.8% | Added |
| Convergence Investment Partners, LLC | 430 | $313.0K | 0.17% | −14−3.2% | Reduced |
| Peapack Gladstone Financial Corp | 428 | $311.0K | 0.01% | −7−1.6% | Reduced |
| Evergreen Capital Management LLC | 424 | $308.0K | 0.01% | +7+1.7% | Added |
| Regent Peak Wealth Advisors LLC | 422 | $307.0K | 0.09% | +3+0.7% | Added |
| Silvercrest Asset Management Group LLC | 422 | $307.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 418 | $304.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 416 | $303.0K | 0.02% | −84−16.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 412 | $300.0K | 0.03% | −1,100−72.8% | Reduced |
| RMR Wealth Builders | 411 | $299.0K | 0.09% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 410 | $298.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 410 | $298.0K | 0.17% | +410 | New |
| American Portfolios Advisors | 409 | $297.6K | 0.01% | +24+6.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 407 | $296.0K | 0.01% | +5+1.2% | Added |
| Personal Capital Advisors Corp | 399 | $290.0K | 0.00% | +2+0.5% | Added |
| Apollon Wealth Management, LLC | 399 | $290.0K | 0.04% | +39+10.8% | Added |
| Sunflower Bank, N.A. | 394 | $287.0K | 0.04% | −23−5.5% | Reduced |
| Oppenheimer & Co Inc | 390 | $284.0K | 0.01% | −8−2.0% | Reduced |
| Laffer Tengler Investments | 381 | $277.2K | 0.08% | +57+17.6% | Added |
| LVW Advisors, LLC | 379 | $276.0K | 0.05% | +379 | New |
| West Paces Advisors Inc. | 378 | $275.0K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 376 | $274.0K | 0.01% | 00.0% | Unchanged |
| Highland Private Wealth Management | 375 | $273.0K | 0.04% | +6+1.6% | Added |
| Natixis Investment Managers International | 375 | $272.0K | 0.02% | −103−21.5% | Reduced |
| Brave Asset Management Inc | 372 | $271.0K | 0.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 371 | $270.0K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 371 | $270.0K | 0.11% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 370 | $269.0K | 0.10% | −85−18.7% | Reduced |
| Maven Securities LTD | 365 | $266.0K | 0.03% | −23−5.9% | Reduced |
| Capital Investment Advisory Services, LLC | 365 | $266.0K | 0.03% | +28+8.3% | Added |
| Harvest Fund Management Co., Ltd | 366 | $266.0K | 0.06% | +128+53.8% | Added |
| M&G Investment Management Ltd | 361 | $263.0K | 0.00% | −4−1.1% | Reduced |
| Eqis Capital Management, Inc. | 360 | $262.0K | 0.02% | −1−0.3% | Reduced |
| Alerus Financial NA | 359 | $261.0K | 0.02% | −69−16.1% | Reduced |
| Synovus Financial Corp | 359 | $261.0K | 0.00% | −20−5.3% | Reduced |
| Burt Wealth Advisors | 358 | $260.0K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 356 | $259.0K | 0.08% | −1−0.3% | Reduced |
| C M Bidwell & Associates Ltd | 356 | $259.0K | 0.17% | +356 | New |
| Halbert Hargrove Global Advisors, LLC | 349 | $254.0K | 0.02% | −1−0.3% | Reduced |
| Venture Visionary Partners LLC | 348 | $253.0K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 346 | $252.0K | 0.00% | +4+1.2% | Added |
| Osborne Partners Capital Management, LLC | 344 | $250.0K | 0.02% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 342 | $249.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 342 | $249.0K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 337 | $245.0K | 0.01% | +36+12.0% | Added |
| DF Dent & Co Inc | 335 | $244.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 334 | $243.0K | 0.02% | +334 | New |
| Meridian Investment Counsel Inc. | 332 | $242.0K | 0.09% | 00.0% | Unchanged |
| Adviser Investments LLC | 333 | $242.0K | 0.02% | +5+1.5% | Added |
| Sage Mountain Advisors LLC | 331 | $241.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 330 | $240.0K | 0.03% | +237+254.8% | Added |
| Stratos Wealth Advisors, LLC | 328 | $239.0K | 0.02% | +4+1.2% | Added |
| Five Oceans Advisors | 328 | $239.0K | 0.28% | +328 | New |
| Synergy Financial Management, LLC | 327 | $238.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 327 | $238.0K | 0.03% | +9+2.8% | Added |
| Harbor Financial Services, LLC | 327 | $238.0K | 0.10% | +327 | New |
| Rehmann Capital Advisory Group | 325 | $236.5K | 0.02% | −4−1.2% | Reduced |
| WealthTrust Axiom LLC | 325 | $236.0K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 325 | $236.0K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 323 | $235.0K | 0.11% | −858−72.7% | Reduced |
| Moody National Bank Trust Division | 322 | $234.0K | 0.00% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 320 | $233.0K | 0.02% | −19−5.6% | Reduced |
| McLean Asset Management Corp | 320 | $233.0K | 0.09% | +4+1.3% | Added |