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 |
|---|---|---|---|---|---|
| CX Institutional | 459 | $299.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 460 | $300.0K | 0.01% | −176−27.7% | Reduced |
| BSW Wealth Partners | 460 | $300.0K | 0.08% | −79−14.7% | Reduced |
| Petrus Trust Company, LTA | 461 | $301.0K | 0.04% | +461 | New |
| Avantax Advisory Services, Inc. | 463 | $302.0K | 0.00% | −57−11.0% | Reduced |
| Evergreen Capital Management LLC | 464 | $303.0K | 0.01% | +40+9.4% | Added |
| Axxcess Wealth Management, LLC | 468 | $305.0K | 0.02% | +468 | New |
| Wendell David Associates Inc | 474 | $309.0K | 0.03% | +13+2.8% | Added |
| Graypoint LLC | 476 | $310.0K | 0.03% | −201−29.7% | Reduced |
| Alphasimplex Group, LLC | 476 | $310.0K | 0.53% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 483 | $316.0K | 0.10% | +14+3.0% | Added |
| Waldron Private Wealth LLC | 487 | $317.0K | 0.02% | +3+0.6% | Added |
| Cladis Investment Advisory, LLC | 489 | $318.8K | 0.26% | +489 | New |
| Personal Capital Advisors Corp | 489 | $319.0K | 0.00% | +90+22.6% | Added |
| Meyer Handelman Co | 491 | $320.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 491 | $320.0K | 0.01% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 492 | $321.0K | 0.14% | 00.0% | Unchanged |
| Chicago Capital, LLC | 496 | $323.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 495 | $323.0K | 0.06% | +28+6.0% | Added |
| Integrated Advisors Network LLC | 497 | $324.0K | 0.02% | −991−66.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 498 | $325.0K | 0.04% | −30−5.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 500 | $326.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 501 | $327.0K | 0.09% | −85−14.5% | Reduced |
| BerganKDV Wealth Management, LLC | 505 | $329.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 505 | $329.0K | 0.02% | +70+16.1% | Added |
| Credential Qtrade Securities Inc. | 516 | $336.4K | 0.02% | −119−18.7% | Reduced |
| Interchange Capital Partners, LLC | 520 | $339.0K | 0.34% | +520 | New |
| HB Wealth Management, LLC | 523 | $341.0K | 0.01% | +523 | New |
| Erste Asset Management GmbH | 521 | $341.9K | 0.01% | +521 | New |
| Trust Co of Vermont | 525 | $342.0K | 0.02% | −74−12.4% | Reduced |
| Vaughan David Investments LLC | 524 | $342.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 538 | $351.0K | 0.01% | −63−10.5% | Reduced |
| Rathbone Brothers plc | 544 | $355.0K | 0.00% | +27+5.2% | Added |
| Roberts Wealth Advisors, LLC | 550 | $356.0K | 0.13% | −70−11.3% | Reduced |
| Pinnacle Associates Ltd | 547 | $357.0K | 0.01% | +547 | New |
| Hanson & Doremus Investment Management | 547 | $357.0K | 0.08% | +547 | New |
| Everett Harris & Co | 550 | $359.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 553 | $361.0K | 0.05% | +109+24.5% | Added |
| Apollon Wealth Management, LLC | 553 | $361.0K | 0.03% | +154+38.6% | Added |
| IFP Advisors, Inc | 557 | $365.0K | 0.01% | −204−26.8% | Reduced |
| SFMG, LLC | 560 | $365.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 561 | $365.0K | 0.09% | +42+8.1% | Added |
| Ironvine Capital Partners, LLC | 563 | $367.0K | 0.04% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $368.0K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 565 | $368.0K | 0.07% | +29+5.4% | Added |
| Walker Asset Management, LLC | 566 | $369.0K | 0.32% | +566 | New |
| Geller Advisors LLC | 582 | $379.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 583 | $380.0K | 0.01% | +583 | New |
| Park Avenue Securities LLC | 585 | $381.0K | 0.01% | +29+5.2% | Added |
| Contravisory Investment Management, Inc. | 584 | $381.0K | 0.10% | +32+5.8% | Added |
| Balentine LLC | 584 | $381.0K | 0.01% | +584 | New |
| Vectors Research Management, LLC | 586 | $382.0K | 0.08% | +46+8.5% | Added |
| HNP Capital LLC | 586 | $382.0K | 0.09% | +46+8.5% | Added |
| Maven Securities LTD | 592 | $386.0K | 0.05% | +227+62.2% | Added |
| Freestone Capital Holdings, LLC | 594 | $387.0K | 0.02% | +594 | New |
| Umb Bank N A | 597 | $389.0K | 0.00% | +597 | New |
| Highlander Capital Management, LLC | 600 | $391.0K | 0.18% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 604 | $394.0K | 0.11% | +165+37.6% | Added |
| Syntax Advisors, LLC | 604 | $394.0K | 0.29% | +604 | New |
| Moors & Cabot, Inc. | 609 | $397.0K | 0.02% | −3−0.5% | Reduced |
| RNC Capital Management LLC | 611 | $398.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 613 | $400.0K | 0.01% | −1,452−70.3% | Reduced |
| Level Four Advisory Services, LLC | 616 | $402.0K | 0.03% | +616 | New |
| Stratos Wealth Partners, LTD. | 620 | $404.0K | 0.01% | +69+12.5% | Added |
| National Asset Management, Inc. | 621 | $405.0K | 0.01% | +37+6.3% | Added |
| Flagship Harbor Advisors, LLC | 630 | $410.0K | 0.04% | +47+8.1% | Added |
| Alerus Financial NA | 628 | $410.0K | 0.03% | +269+74.9% | Added |
| FDx Advisors, Inc. | 631 | $411.0K | 0.01% | −8−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 632 | $412.0K | 0.10% | −15−2.3% | Reduced |
| Ritholtz Wealth Management | 634 | $413.0K | 0.03% | −25−3.8% | Reduced |
| Harbor Investment Advisory, LLC | 636 | $415.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 641 | $418.0K | 0.08% | −17−2.6% | Reduced |
| Congress Wealth Management LLC | 640 | $418.0K | 0.01% | +640 | New |
| Old National Bancorp | 648 | $422.0K | 0.02% | −6,876−91.4% | Reduced |
| Arnhold LLC | 654 | $426.0K | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 654 | $427.0K | 0.02% | −17−2.5% | Reduced |
| Kenfarb & Co. | 675 | $440.0K | 0.32% | +675 | New |
| Proficio Capital Partners LLC | 687 | $448.0K | 0.06% | −22−3.1% | Reduced |
| ARGI Investment Services, LLC | 696 | $454.0K | 0.01% | +122+21.3% | Added |
| Belpointe Asset Management LLC | 702 | $457.0K | 0.03% | +5+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 703 | $458.0K | 0.04% | +81+13.0% | Added |
| Choate Investment Advisors | 703 | $458.0K | 0.03% | +703 | New |
| Quantamental Technologies LLC | 705 | $460.0K | 0.23% | −641−47.6% | Reduced |
| Steinberg Asset Management LLC | 710 | $463.0K | 0.56% | −55−7.2% | Reduced |
| Stephens Inc | 713 | $465.0K | 0.01% | −5−0.7% | Reduced |
| Little House Capital LLC | 731 | $477.0K | 0.25% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 734 | $479.0K | 0.82% | +25+3.5% | Added |
| Sequoia Financial Advisors, LLC | 749 | $488.0K | 0.01% | +749 | New |
| SG3 Management, LLC | 750 | $489.0K | 0.05% | +750 | New |
| Exane Derivatives | 756 | $492.9K | 0.12% | +32+4.4% | Added |
| Orion Portfolio Solutions, LLC | 758 | $494.0K | 0.02% | −106−12.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 760 | $495.3K | 0.00% | +7+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 763 | $497.0K | 0.09% | −43−5.3% | Reduced |
| Valeo Financial Advisors, LLC | 765 | $499.0K | 0.03% | −34−4.3% | Reduced |
| Bokf, NA | 769 | $501.0K | 0.01% | +24+3.2% | Added |
| D.B. Root & Company, LLC | 770 | $502.0K | 0.18% | −17−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 781 | $509.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 773 | $509.0K | 0.01% | +493+176.1% | Added |
| Aaron Wealth Advisors | 783 | $510.0K | 0.14% | +41+5.5% | Added |
| Morris Retirement Advisors, LLC | 786 | $512.0K | 0.40% | +113+16.8% | Added |