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, Q4 2021
Institutional positions in Charter Communications, Inc. as of Dec 31, 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
- 1,044
- +46 vs. Q3 2021
- Shares held
- 120.5M
- −4.47M (−3.6%) vs. Q3 2021
- Total value
- $78.5B
- −$12.4B (−13.6%) vs. Q3 2021
- New holders
- 154
- 328 more added
- Sold out
- 108
- 376 more reduced
16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rock Creek Group, LP | 207 | $135.0K | 0.02% | −24−10.4% | Reduced |
| CKW Financial Group | 210 | $140.0K | 0.02% | −15−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 217 | $141.0K | 0.00% | +4+1.9% | Added |
| CoreCap Advisors, LLC | 231 | $151.0K | 0.01% | +231 | New |
| West Paces Advisors Inc. | 234 | $152.6K | 0.05% | −144−38.1% | Reduced |
| Rosenberg Matthew Hamilton | 237 | $155.0K | 0.06% | +18+8.2% | Added |
| Ossiam | 246 | $160.0K | 0.00% | −20,734−98.8% | Reduced |
| AIA Group Ltd | 252 | $164.0K | 0.01% | −5,500−95.6% | Reduced |
| Alpha Paradigm Partners, LLC | 255 | $166.0K | 0.07% | −404−61.3% | Reduced |
| Rockbridge Investment Management, LCC | 257 | $168.0K | 0.02% | +25+10.8% | Added |
| Natixis Investment Managers International | 284 | $185.0K | 0.01% | −91−24.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 289 | $188.0K | 0.01% | −17−5.6% | Reduced |
| Cambridge Trust Co | 293 | $191.0K | 0.01% | +293 | New |
| Blue Bell Private Wealth Management, LLC | 303 | $198.0K | 0.05% | +303 | New |
| Acorn Financial Advisory Services Inc | 309 | $201.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 308 | $201.0K | 0.01% | +2+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 308 | $201.0K | 0.04% | +308 | New |
| Mather Group, LLC. | 311 | $203.0K | 0.00% | +311 | New |
| Seelaus Asset Management LLC | 313 | $204.0K | 0.11% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 315 | $205.0K | 0.07% | −10−3.1% | Reduced |
| Welch & Forbes LLC | 317 | $207.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 320 | $209.0K | 0.01% | −29−8.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 322 | $209.9K | 0.00% | +34+11.8% | Added |
| Moody National Bank Trust Division | 322 | $210.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 322 | $210.0K | 0.00% | +34+11.8% | Added |
| Investment House LLC | 323 | $211.0K | 0.01% | −279−46.3% | Reduced |
| Rehmann Capital Advisory Group | 324 | $211.2K | 0.02% | −1−0.3% | Reduced |
| Synergy Financial Management, LLC | 327 | $213.0K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 328 | $214.0K | 0.01% | −5−1.5% | Reduced |
| Equitable Holdings, Inc. | 329 | $214.0K | 0.00% | +14+4.4% | Added |
| Meridian Investment Counsel Inc. | 332 | $216.0K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 332 | $216.0K | 0.04% | +28+9.2% | Added |
| Baker Tilly Wealth Management, LLC | 335 | $218.0K | 0.02% | +335 | New |
| Five Oceans Advisors | 336 | $219.0K | 0.19% | +8+2.4% | Added |
| M&G Investment Management Ltd | 337 | $220.0K | 0.00% | −24−6.6% | Reduced |
| Lincoln National Corp | 339 | $221.0K | 0.00% | +2+0.6% | Added |
| American Portfolios Advisors | 340 | $221.7K | 0.01% | −69−16.9% | Reduced |
| Levin Capital Strategies, L.P. | 342 | $223.0K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 342 | $223.0K | 0.05% | 00.0% | Unchanged |
| Mayport, LLC | 342 | $223.0K | 0.17% | +342 | New |
| Osborne Partners Capital Management, LLC | 344 | $224.0K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 346 | $226.0K | 0.00% | +11+3.3% | Added |
| Leonteq Securities AG | 348 | $226.9K | 0.01% | +95+37.5% | Added |
| Venture Visionary Partners LLC | 349 | $227.0K | 0.01% | +1+0.3% | Added |
| Jacobi Capital Management LLC | 348 | $227.0K | 0.03% | +18+5.5% | Added |
| Allworth Financial LP | 352 | $230.0K | 0.00% | +79+28.9% | Added |
| Synovus Financial Corp | 359 | $232.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 356 | $232.0K | 0.10% | 00.0% | Unchanged |
| Burt Wealth Advisors | 358 | $233.0K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 359 | $234.0K | 0.11% | −420−53.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 359 | $234.0K | 0.01% | −48−11.8% | Reduced |
| Eqis Capital Management, Inc. | 362 | $236.0K | 0.02% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 363 | $237.0K | 0.02% | −94−20.6% | Reduced |
| Sunflower Bank, N.A. | 365 | $238.0K | 0.03% | −29−7.4% | Reduced |
| We Are One Seven, LLC | 367 | $239.0K | 0.02% | +367 | New |
| HM Payson & Co | 368 | $240.0K | 0.01% | −8−2.1% | Reduced |
| Grandfield & Dodd, LLC | 371 | $240.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 368 | $240.0K | 0.03% | +3+0.8% | Added |
| United Bank | 370 | $241.0K | 0.03% | −182−33.0% | Reduced |
| Searle & Co. | 371 | $242.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 371 | $242.0K | 0.02% | +43+13.1% | Added |
| Brave Asset Management Inc | 372 | $243.0K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 376 | $245.0K | 0.00% | +30+8.7% | Added |
| Rosenbaum Jay D. | 382 | $249.0K | 0.37% | +382 | New |
| Invst, LLC | 442 | $252.0K | 0.04% | −467−51.4% | Reduced |
| Brewin Dolphin Ltd | 388 | $253.0K | 0.01% | −342−46.8% | Reduced |
| Sage Mountain Advisors LLC | 392 | $256.0K | 0.03% | +61+18.4% | Added |
| Quent Capital, LLC | 391 | $256.0K | 0.05% | +391 | New |
| QCM Cayman, Ltd. | 394 | $257.0K | 1.56% | +394 | New |
| Silvercrest Asset Management Group LLC | 398 | $259.0K | 0.00% | −24−5.7% | Reduced |
| Oppenheimer & Co Inc | 399 | $260.0K | 0.00% | +9+2.3% | Added |
| Regent Peak Wealth Advisors LLC | 406 | $265.0K | 0.07% | −16−3.8% | Reduced |
| Regatta Capital Group, LLC | 407 | $265.0K | 0.09% | +407 | New |
| Vigilant Capital Management, LLC | 410 | $267.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 412 | $268.0K | 0.01% | +121+41.6% | Added |
| NorthRock Partners, LLC | 411 | $268.0K | 0.02% | +154+59.9% | Added |
| Fieldpoint Private Securities, LLC | 416 | $271.0K | 0.05% | −31−6.9% | Reduced |
| Convergence Investment Partners, LLC | 415 | $271.0K | 0.14% | −15−3.5% | Reduced |
| First National Bank of Omaha | 416 | $271.0K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 417 | $272.0K | 0.01% | −11−2.6% | Reduced |
| Acadian Asset Management LLC | 420 | $273.0K | 0.00% | −731−63.5% | Reduced |
| Laffer Tengler Investments | 419 | $273.2K | 0.08% | +38+10.0% | Added |
| Humankind Investments LLC | 420 | $274.0K | 0.11% | +97+30.0% | Added |
| Barings LLC | 423 | $276.0K | 0.01% | −56−11.7% | Reduced |
| Highland Private Wealth Management | 422 | $276.0K | 0.04% | +47+12.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 423 | $276.0K | 0.05% | +423 | New |
| Vontobel Holding Ltd. | 422 | $277.0K | 0.00% | −1,529−78.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 426 | $278.0K | 0.00% | −75−15.0% | Reduced |
| Evoke Wealth, LLC | 427 | $278.0K | 0.01% | −5−1.2% | Reduced |
| Private Trust Co NA | 429 | $280.0K | 0.04% | −488−53.2% | Reduced |
| Welch Group, LLC | 429 | $280.0K | 0.02% | +429 | New |
| Watershed Asset Management, L.L.C. | 431 | $281.0K | 0.25% | +431 | New |
| Biltmore Wealth Management, LLC | 433 | $282.0K | 0.11% | −66−13.2% | Reduced |
| Fulton Bank, N.A. | 434 | $283.0K | 0.01% | −42−8.8% | Reduced |
| Professional Financial Advisors, LLC | 440 | $287.0K | 0.12% | +30+7.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 442 | $288.0K | 0.04% | +442 | New |
| LVW Advisors, LLC | 448 | $292.0K | 0.05% | +69+18.2% | Added |
| Palladium Partners LLC | 453 | $295.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 454 | $296.0K | 0.00% | +454 | New |
| Connecticut Wealth Management, LLC | 458 | $298.0K | 0.02% | 00.0% | Unchanged |