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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 319 | $232.0K | 0.01% | +85+36.3% | Added |
| Welch & Forbes LLC | 317 | $231.0K | 0.00% | −98−23.6% | Reduced |
| Kovack Advisors, Inc. | 316 | $230.0K | 0.03% | +316 | New |
| Equitable Holdings, Inc. | 315 | $229.0K | 0.00% | −4−1.3% | Reduced |
| Seelaus Asset Management LLC | 313 | $228.0K | 0.13% | −200−39.0% | Reduced |
| Camden Capital, LLC | 312 | $227.0K | 0.05% | −22−6.6% | Reduced |
| Acorn Financial Advisory Services Inc | 309 | $225.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 306 | $223.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 306 | $223.0K | 0.01% | +1+0.3% | Added |
| Hilltop Holdings Inc. | 306 | $222.0K | 0.02% | −7−2.2% | Reduced |
| Echo Street Capital Management LLC | 305 | $222.0K | 0.00% | +305 | New |
| Haverford Trust Co | 304 | $221.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 304 | $221.0K | 0.04% | +7+2.4% | Added |
| Auxier Asset Management | 302 | $220.0K | 0.04% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 300 | $218.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 300 | $218.0K | 0.02% | +300 | New |
| Inverness Counsel LLC | 296 | $215.0K | 0.01% | +6+2.1% | Added |
| Wedge Capital Management L L P | 293 | $213.0K | 0.00% | −14−4.6% | Reduced |
| Pathstone Family Office, LLC | 291 | $212.0K | 0.01% | −120−29.2% | Reduced |
| Harbour Capital Advisors, LLC | 290 | $211.0K | 0.06% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 289 | $210.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 288 | $210.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 288 | $209.5K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 288 | $209.0K | 0.02% | 00.0% | Unchanged |
| McDaniel Terry & Co | 287 | $209.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 286 | $208.0K | 0.09% | −96−25.1% | Reduced |
| Crawford Investment Counsel Inc | 285 | $207.0K | 0.00% | +285 | New |
| NorthRock Partners, LLC | 257 | $205.0K | 0.02% | +257 | New |
| Strategic Family Wealth Counselors, L.L.C. | 281 | $204.0K | 0.07% | 00.0% | Unchanged |
| Apexium Financial, LP | 280 | $204.0K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 280 | $204.0K | 0.00% | +280 | New |
| Summit Trail Advisors, LLC | 281 | $204.0K | 0.02% | +281 | New |
| Jacobs Levy Equity Management, Inc | 277 | $202.0K | 0.00% | −58,772−99.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 277 | $202.0K | 0.07% | −13−4.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 277 | $202.0K | 0.03% | +277 | New |
| Childress Capital Advisors, LLC | 275 | $200.0K | 0.08% | +275 | New |
| Allworth Financial LP | 273 | $199.0K | 0.00% | +182+200.0% | Added |
| Leonteq Securities AG | 253 | $184.1K | 0.01% | −904−78.1% | Reduced |
| Arkadios Wealth Advisors | 237 | $172.0K | 0.02% | −4−1.7% | Reduced |
| Rockbridge Investment Management, LCC | 232 | $169.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 231 | $168.0K | 0.03% | −184−44.3% | Reduced |
| CKW Financial Group | 225 | $166.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 219 | $159.0K | 0.06% | +50+29.6% | Added |
| Cullen/Frost Bankers, Inc. | 213 | $155.0K | 0.00% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 208 | $151.0K | 0.08% | +208 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 204 | $148.0K | 0.00% | −10−4.7% | Reduced |
| Pflug Koory, LLC | 204 | $148.0K | 0.08% | 00.0% | Unchanged |
| Kings Point Capital Management | 195 | $142.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 188 | $137.0K | 0.04% | +1+0.5% | Added |
| Global Retirement Partners, LLC | 183 | $133.0K | 0.01% | +2+1.1% | Added |
| SRS Capital Advisors, Inc. | 177 | $129.0K | 0.02% | +82+86.3% | Added |
| Sutton Wealth Advisors Inc. | 172 | $125.1K | 0.05% | −2−1.1% | Reduced |
| Carroll Financial Associates, Inc. | 172 | $125.0K | 0.01% | +8+4.9% | Added |
| Mercer Capital Advisers, Inc. | 171 | $124.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $124.0K | 0.03% | +4+2.4% | Added |
| TD Ameritrade Investment Management, LLC | 197 | $123.0K | 0.00% | +157+392.5% | Added |
| Johnson Financial Group, Inc. | 165 | $120.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 153 | $111.0K | 0.01% | −6−3.8% | Reduced |
| Glassman Wealth Services | 152 | $111.0K | 0.02% | +12+8.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 151 | $110.0K | 0.05% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 145 | $105.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 141 | $103.0K | 0.00% | +14+11.0% | Added |
| City Holding Co | 139 | $101.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 134 | $97.0K | 0.01% | +90+204.5% | Added |
| Sound Income Strategies, LLC | 131 | $95.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 131 | $95.0K | 0.02% | +73+125.9% | Added |
| Tradewinds Capital Management, LLC | 129 | $94.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 126 | $91.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $89.0K | 0.01% | +122 | New |
| Sterling Investment Advisors, Ltd. | 119 | $87.0K | 0.03% | +6+5.3% | Added |
| Freedman Financial Associates, Inc. | 118 | $86.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 117 | $85.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $84.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 113 | $83.0K | 0.00% | +95+527.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 114 | $83.0K | 0.00% | +114 | New |
| Catalyst Capital Advisors LLC | 110 | $80.0K | 0.00% | −9−7.6% | Reduced |
| TCI Wealth Advisors, Inc. | 108 | $79.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 106 | $77.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 99 | $72.0K | 0.02% | −2−2.0% | Reduced |
| Glen Eagle Advisors, LLC | 93 | $67.7K | 0.02% | −2−2.1% | Reduced |
| Barrett Asset Management, LLC | 92 | $67.0K | 0.00% | +44+91.7% | Added |
| Accel Wealth Management | 85 | $62.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 84 | $61.1K | 0.01% | +84 | New |
| AllSquare Wealth Management LLC | 82 | $60.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 75 | $55.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 74 | $54.0K | 0.02% | −5−6.3% | Reduced |
| Sandy Spring Bank | 74 | $54.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 74 | $54.0K | 0.02% | +74 | New |
| Front Row Advisors LLC | 72 | $52.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $51.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 67 | $48.7K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 66 | $48.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 66 | $48.0K | 0.00% | +40+153.8% | Added |
| Ellevest, Inc. | 64 | $47.0K | 0.00% | −11−14.7% | Reduced |
| Loomis Sayles & Co L P | 63 | $46.0K | 0.00% | −4−6.0% | Reduced |
| Burleson & Company, LLC | 60 | $44.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 59 | $43.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 59 | $42.9K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 58 | $42.0K | 0.03% | +58 | New |
| Baystate Wealth Management LLC | 57 | $41.0K | 0.00% | 00.0% | Unchanged |