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 | 888 | $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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 565 | $368.0K | 0.07% | +29+5.4% | Added |
| Ironvine Capital Partners, LLC | 563 | $367.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Everett Harris & Co | 550 | $359.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 547 | $357.0K | 0.01% | +547 | New |
| Hanson & Doremus Investment Management | 547 | $357.0K | 0.08% | +547 | New |
| Roberts Wealth Advisors, LLC | 550 | $356.0K | 0.13% | −70−11.3% | Reduced |
| Rathbone Brothers plc | 544 | $355.0K | 0.00% | +27+5.2% | Added |
| Diversified Trust Co | 538 | $351.0K | 0.01% | −63−10.5% | Reduced |
| 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 |
| Erste Asset Management GmbH | 521 | $341.9K | 0.01% | +521 | New |
| HB Wealth Management, LLC | 523 | $341.0K | 0.01% | +523 | New |
| Interchange Capital Partners, LLC | 520 | $339.0K | 0.34% | +520 | New |
| Credential Qtrade Securities Inc. | 516 | $336.4K | 0.02% | −119−18.7% | 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 |
| West Family Investments, Inc. | 501 | $327.0K | 0.09% | −85−14.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 500 | $326.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 498 | $325.0K | 0.04% | −30−5.7% | Reduced |
| Integrated Advisors Network LLC | 497 | $324.0K | 0.02% | −991−66.6% | Reduced |
| 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 |
| Palisades Hudson Asset Management, L.P. | 492 | $321.0K | 0.14% | 00.0% | Unchanged |
| Meyer Handelman Co | 491 | $320.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 491 | $320.0K | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 489 | $319.0K | 0.00% | +90+22.6% | Added |
| Cladis Investment Advisory, LLC | 489 | $318.8K | 0.26% | +489 | New |
| Waldron Private Wealth LLC | 487 | $317.0K | 0.02% | +3+0.6% | Added |
| Curated Wealth Partners LLC | 483 | $316.0K | 0.10% | +14+3.0% | Added |
| Graypoint LLC | 476 | $310.0K | 0.03% | −201−29.7% | Reduced |
| Alphasimplex Group, LLC | 476 | $310.0K | 0.53% | 00.0% | Unchanged |
| Wendell David Associates Inc | 474 | $309.0K | 0.03% | +13+2.8% | Added |
| Axxcess Wealth Management, LLC | 468 | $305.0K | 0.02% | +468 | New |
| Evergreen Capital Management LLC | 464 | $303.0K | 0.01% | +40+9.4% | Added |
| Avantax Advisory Services, Inc. | 463 | $302.0K | 0.00% | −57−11.0% | Reduced |
| Petrus Trust Company, LTA | 461 | $301.0K | 0.04% | +461 | New |
| 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 |
| CX Institutional | 459 | $299.0K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 458 | $298.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 454 | $296.0K | 0.00% | +454 | New |
| Palladium Partners LLC | 453 | $295.0K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 448 | $292.0K | 0.05% | +69+18.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 442 | $288.0K | 0.04% | +442 | New |
| Professional Financial Advisors, LLC | 440 | $287.0K | 0.12% | +30+7.3% | Added |
| Fulton Bank, N.A. | 434 | $283.0K | 0.01% | −42−8.8% | Reduced |
| Biltmore Wealth Management, LLC | 433 | $282.0K | 0.11% | −66−13.2% | Reduced |
| Watershed Asset Management, L.L.C. | 431 | $281.0K | 0.25% | +431 | New |
| Private Trust Co NA | 429 | $280.0K | 0.04% | −488−53.2% | Reduced |
| Welch Group, LLC | 429 | $280.0K | 0.02% | +429 | New |
| 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 |
| Vontobel Holding Ltd. | 422 | $277.0K | 0.00% | −1,529−78.4% | Reduced |
| 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 |
| Humankind Investments LLC | 420 | $274.0K | 0.11% | +97+30.0% | Added |
| Laffer Tengler Investments | 419 | $273.2K | 0.08% | +38+10.0% | Added |
| Acadian Asset Management LLC | 420 | $273.0K | 0.00% | −731−63.5% | Reduced |
| Peapack Gladstone Financial Corp | 417 | $272.0K | 0.01% | −11−2.6% | Reduced |
| 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 |
| 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 |
| Vigilant Capital Management, LLC | 410 | $267.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Oppenheimer & Co Inc | 399 | $260.0K | 0.00% | +9+2.3% | Added |
| Silvercrest Asset Management Group LLC | 398 | $259.0K | 0.00% | −24−5.7% | Reduced |
| QCM Cayman, Ltd. | 394 | $257.0K | 1.56% | +394 | New |
| Sage Mountain Advisors LLC | 392 | $256.0K | 0.03% | +61+18.4% | Added |
| Quent Capital, LLC | 391 | $256.0K | 0.05% | +391 | New |
| Brewin Dolphin Ltd | 388 | $253.0K | 0.01% | −342−46.8% | Reduced |
| Invst, LLC | 442 | $252.0K | 0.04% | −467−51.4% | Reduced |
| Rosenbaum Jay D. | 382 | $249.0K | 0.37% | +382 | New |
| Johnson Investment Counsel Inc | 376 | $245.0K | 0.00% | +30+8.7% | Added |
| Brave Asset Management Inc | 372 | $243.0K | 0.07% | 00.0% | Unchanged |
| Searle & Co. | 371 | $242.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 371 | $242.0K | 0.02% | +43+13.1% | Added |
| United Bank | 370 | $241.0K | 0.03% | −182−33.0% | Reduced |
| 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 |
| We Are One Seven, LLC | 367 | $239.0K | 0.02% | +367 | New |
| Sunflower Bank, N.A. | 365 | $238.0K | 0.03% | −29−7.4% | Reduced |
| Clearstead Advisors, LLC | 363 | $237.0K | 0.02% | −94−20.6% | Reduced |
| Eqis Capital Management, Inc. | 362 | $236.0K | 0.02% | +2+0.6% | Added |
| 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 |
| Burt Wealth Advisors | 358 | $233.0K | 0.08% | 00.0% | Unchanged |
| Synovus Financial Corp | 359 | $232.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 356 | $232.0K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 352 | $230.0K | 0.00% | +79+28.9% | Added |
| Venture Visionary Partners LLC | 349 | $227.0K | 0.01% | +1+0.3% | Added |