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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.

Institutional holdersQ4 2021: 1,044 institutions
Q1 2021: 997 institutionsQ2 2021: 993 institutionsQ3 2021: 1,014 institutionsQ4 2021: 1,044 institutionsQ1 2022: 992 institutionsQ2 2022: 944 institutionsQ3 2022: 837 institutionsQ4 2022: 888 institutionsQ1 2023: 862 institutionsQ2 2023: 844 institutionsQ3 2023: 890 institutionsQ4 2023: 909 institutionsQ1 2024: 826 institutionsQ2 2024: 788 institutionsQ3 2024: 839 institutionsQ4 2024: 864 institutionsQ1 2025: 879 institutionsQ2 2025: 888 institutionsQ3 2025: 805 institutionsQ4 2025: 798 institutionsQ1 2026: 791 institutionsQ2 2026: 788 institutions
Value heldQ4 2021: $78.5B
Q1 2021: $81.8BQ2 2021: $93.5BQ3 2021: $90.9BQ4 2021: $78.5BQ1 2022: $61.3BQ2 2022: $50.2BQ3 2022: $31.3BQ4 2022: $35.1BQ1 2023: $36.2BQ2 2023: $36.5BQ3 2023: $43.3BQ4 2023: $38.1BQ1 2024: $29.8BQ2 2024: $31.4BQ3 2024: $33.3BQ4 2024: $35.0BQ1 2025: $38.3BQ2 2025: $42.0BQ3 2025: $27.3BQ4 2025: $21.3BQ1 2026: $21.3BQ2 2026: $14.2B
Institutions holding CHTR and their total value by quarter
QuarterHoldersValue
Q2 2026788$14.2B
Q1 2026791$21.3B
Q4 2025798$21.3B
Q3 2025805$27.3B
Q2 2025888$42.0B
Q1 2025879$38.3B
Q4 2024864$35.0B
Q3 2024839$33.3B
Q2 2024788$31.4B
Q1 2024826$29.8B
Q4 2023909$38.1B
Q3 2023890$43.3B
Q2 2023844$36.5B
Q1 2023862$36.2B
Q4 2022888$35.1B
Q3 2022837$31.3B
Q2 2022944$50.2B
Q1 2022992$61.3B
Q4 20211,044$78.5B
Q3 20211,014$90.9B
Q2 2021993$93.5B
Q1 2021997$81.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2021.

Institutions holding CHTR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc73$48.0K0.02%−1−1.4%Reduced
EverSource Wealth Advisors, LLC74$48.0K0.01%+74New
Front Row Advisors LLC70$46.0K0.02%−2−2.8%Reduced
Earnest Partners LLC70$46.0K0.00%00.0%Unchanged
Sandy Spring Bank69$45.0K0.00%−5−6.8%Reduced
Caldwell Trust Co67$43.7K0.01%00.0%Unchanged
Ellevest, Inc.63$41.0K0.00%−1−1.6%Reduced
Burleson & Company, LLC60$39.0K0.01%00.0%Unchanged
Magnolia Capital Management Ltd60$39.0K0.03%+60New
Snowden Capital Advisors LLC60$39.0K0.00%+60New
Loomis Sayles & Co L P58$38.0K0.00%−5−7.9%Reduced
Patriot Financial Group Insurance Agency, LLC59$38.0K0.01%00.0%Unchanged
Antonetti Capital Management LLC58$38.0K0.03%00.0%Unchanged
NEXT Financial Group, Inc57$37.0K0.00%−9−13.6%Reduced
Private Capital Group, LLC57$37.0K0.01%−9−13.6%Reduced
Baystate Wealth Management LLC57$37.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC57$37.0K0.01%00.0%Unchanged
Solstein Capital, LLC55$36.0K0.02%00.0%Unchanged
Ford Financial Group, LLC51$33.0K0.01%+51New
Ancora Advisors, LLC49$32.0K0.00%+10+25.6%Added
Investors Research Corp48$31.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.47$31.0K0.02%+47New
Global Financial Private Client, LLC46$30.0K0.01%00.0%Unchanged
Reilly Financial Advisors, LLC45$29.0K0.00%+5+12.5%Added
Massmutual Trust Co FSB44$29.0K0.00%+15+51.7%Added
Northern Oak Wealth Management Inc43$28.0K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC43$28.0K0.00%+43New
Harvest Fund Management Co., Ltd42$27.0K0.00%−324−88.5%Reduced
Carroll Financial Associates, Inc.42$27.0K0.00%−130−75.6%Reduced
Bourgeon Capital Management LLC41$27.0K0.01%00.0%Unchanged
Blume Capital Management, Inc.40$26.0K0.01%+40New
Masso Torrence Wealth Management Inc.40$26.0K0.02%+40New
Bivin & Associates, Inc.40$26.0K0.02%+40New
Gemmer Asset Management LLC39$25.0K0.00%−4−9.3%Reduced
Canton Hathaway, LLC39$25.0K0.01%00.0%Unchanged
Wagner Wealth Management, LLC37$24.0K0.02%+20+117.6%Added
Kistler-Tiffany Companies, LLC35$23.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC35$23.0K0.00%+35New
Trustcore Financial Services, LLC32$21.0K0.00%−8−20.0%Reduced
HC Financial Advisors Inc32$21.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC32$21.0K0.00%+11+52.4%Added
Northwest Investment Counselors, LLC32$21.0K0.01%+32New
Aspire Private Capital, LLC30$20.0K0.01%00.0%Unchanged
Old Second National Bank of Aurora30$18.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc28$18.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.27$18.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC27$18.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC27$18.0K0.01%00.0%Unchanged
Assetmark, Inc26$17.0K0.00%00.0%Unchanged
PSI Advisors, LLC25$16.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC25$16.0K0.01%+25New
TFC Financial Management22$14.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc20$13.0K0.00%−27−57.4%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$13.0K0.01%−20−50.0%Reduced
Evermay Wealth Management LLC20$13.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.20$13.0K0.01%00.0%Unchanged
HWG Holdings LP20$13.0K0.01%+20New
TAP Consulting, LLC20$13.0K0.00%+20New
Zullo Investment Group, Inc.20$13.0K0.01%+20New
Sugarloaf Wealth Management, LLC19$12.0K0.00%00.0%Unchanged
Sageworth Trust Co18$12.0K0.00%00.0%Unchanged
Trust Co16$10.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC16$10.0K0.01%00.0%Unchanged
Clean Yield Group14$9.00K0.00%00.0%Unchanged
JNBA Financial Advisors14$9.00K0.00%+14New
Pinnacle Bancorp, Inc.13$8.00K0.00%00.0%Unchanged
Larson Financial Group LLC12$8.00K0.00%00.0%Unchanged
O'Dell Group, LLC12$8.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP13$8.00K0.00%+8+160.0%Added
Salem Investment Counselors Inc13$8.00K0.00%+9+225.0%Added
Dixon Hughes Goodman Wealth Advisors LLC13$8.00K0.00%+13New
Canada Pension Plan Investment Board10$7.00K0.00%−720−98.6%Reduced
Pacific Center for Financial Services10$7.00K0.00%−2−16.7%Reduced
FourThought Financial, LLC11$7.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC10$7.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.10$7.00K0.00%+7+233.3%Added
Sierra Capital LLC10$7.00K0.00%+10New
First Community Trust NA10$6.52K0.01%+10New
Bogart Wealth, LLC9$6.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC9$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.9$6.00K0.00%+1+12.5%Added
Surevest, LLC9$6.00K0.00%+9New
Castle Financial & Retirement Planning Associates, Inc.10$6.00K0.02%+10New
Schubert & Co9$6.00K0.01%+9New
Raffa Wealth Management, LLC8$5.22K0.00%00.0%Unchanged
Lee Financial Co7$5.00K0.00%−4−36.4%Reduced
Retirement Group, LLC8$5.00K0.00%00.0%Unchanged
Leelyn Smith, LLC8$5.00K0.00%00.0%Unchanged
Motco7$5.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$5.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.7$5.00K0.00%00.0%Unchanged
Mint Tower Capital Management B.V.8$5.00K0.00%+8New
Ahrens Investment Partners LLC7$5.00K0.00%+7New
Core Alternative Capital7$5.00K0.00%+7New
Enterprise Trust & Investment Co7$5.00K0.00%+7New
Mach-1 Financial Group, Inc.8$5.00K0.00%+8New
Tyler-Stone Wealth Management8$5.00K0.00%+8New
Baron Financial Group, LLC7$4.56K0.00%00.0%Unchanged
Financial Perspectives, Inc7$4.56K0.00%00.0%Unchanged