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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 348 | $227.0K | 0.03% | +18+5.5% | Added |
| Leonteq Securities AG | 348 | $226.9K | 0.01% | +95+37.5% | Added |
| DF Dent & Co Inc | 346 | $226.0K | 0.00% | +11+3.3% | Added |
| Osborne Partners Capital Management, LLC | 344 | $224.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 340 | $221.7K | 0.01% | −69−16.9% | Reduced |
| Lincoln National Corp | 339 | $221.0K | 0.00% | +2+0.6% | Added |
| M&G Investment Management Ltd | 337 | $220.0K | 0.00% | −24−6.6% | Reduced |
| Five Oceans Advisors | 336 | $219.0K | 0.19% | +8+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 335 | $218.0K | 0.02% | +335 | New |
| 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 |
| Adviser Investments LLC | 328 | $214.0K | 0.01% | −5−1.5% | Reduced |
| Equitable Holdings, Inc. | 329 | $214.0K | 0.00% | +14+4.4% | Added |
| Synergy Financial Management, LLC | 327 | $213.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 324 | $211.2K | 0.02% | −1−0.3% | Reduced |
| Investment House LLC | 323 | $211.0K | 0.01% | −279−46.3% | Reduced |
| 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 |
| Bartlett & Co. Wealth Management LLC | 322 | $209.9K | 0.00% | +34+11.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 320 | $209.0K | 0.01% | −29−8.3% | Reduced |
| Welch & Forbes LLC | 317 | $207.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 315 | $205.0K | 0.07% | −10−3.1% | Reduced |
| Seelaus Asset Management LLC | 313 | $204.0K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 311 | $203.0K | 0.00% | +311 | 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 |
| Blue Bell Private Wealth Management, LLC | 303 | $198.0K | 0.05% | +303 | New |
| Cambridge Trust Co | 293 | $191.0K | 0.01% | +293 | New |
| Whittier Trust Co of Nevada Inc | 289 | $188.0K | 0.01% | −17−5.6% | Reduced |
| Natixis Investment Managers International | 284 | $185.0K | 0.01% | −91−24.3% | Reduced |
| Rockbridge Investment Management, LCC | 257 | $168.0K | 0.02% | +25+10.8% | Added |
| Alpha Paradigm Partners, LLC | 255 | $166.0K | 0.07% | −404−61.3% | Reduced |
| AIA Group Ltd | 252 | $164.0K | 0.01% | −5,500−95.6% | Reduced |
| Ossiam | 246 | $160.0K | 0.00% | −20,734−98.8% | Reduced |
| Rosenberg Matthew Hamilton | 237 | $155.0K | 0.06% | +18+8.2% | Added |
| West Paces Advisors Inc. | 234 | $152.6K | 0.05% | −144−38.1% | Reduced |
| CoreCap Advisors, LLC | 231 | $151.0K | 0.01% | +231 | New |
| Cullen/Frost Bankers, Inc. | 217 | $141.0K | 0.00% | +4+1.9% | Added |
| CKW Financial Group | 210 | $140.0K | 0.02% | −15−6.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,218 | $135.0K | 0.00% | −5,400−62.7% | Reduced |
| Rock Creek Group, LP | 207 | $135.0K | 0.02% | −24−10.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 204 | $133.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $133.0K | 0.07% | 00.0% | Unchanged |
| Kings Point Capital Management | 195 | $127.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 191 | $125.0K | 0.03% | +3+1.6% | Added |
| CVA Family Office, LLC | 190 | $124.0K | 0.03% | +190 | New |
| First Eagle Investment Management, LLC | 186 | $121.0K | 0.00% | +186 | New |
| TD Ameritrade Investment Management, LLC | 176 | $115.0K | 0.00% | −21−10.7% | Reduced |
| Zions Bancorporation, N.A. | 177 | $115.0K | 0.01% | +24+15.7% | Added |
| Sutton Wealth Advisors Inc. | 173 | $112.8K | 0.04% | +1+0.6% | Added |
| Amplius Wealth Advisors, LLC | 173 | $112.0K | 0.02% | +173 | New |
| SRS Capital Advisors, Inc. | 171 | $111.0K | 0.01% | −6−3.4% | Reduced |
| Harbour Investments, Inc. | 168 | $110.0K | 0.01% | −151−47.3% | Reduced |
| Johnson Financial Group, Inc. | 165 | $108.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 164 | $107.0K | 0.02% | −6−3.5% | Reduced |
| AGF Investments LLC | 161 | $105.0K | 0.01% | −607−79.0% | Reduced |
| Glassman Wealth Services | 159 | $104.0K | 0.02% | +7+4.6% | Added |
| MV Capital Management, Inc. | 159 | $104.0K | 0.02% | +28+21.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 151 | $98.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 151 | $98.0K | 0.00% | +10+7.1% | Added |
| Providence Capital Advisors, LLC | 140 | $91.0K | 0.03% | −391−73.6% | Reduced |
| Sound Income Strategies, LLC | 131 | $85.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 139 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 129 | $84.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 127 | $83.0K | 0.01% | +127 | New |
| Toth Financial Advisory Corp | 125 | $81.0K | 0.01% | −1,195−90.5% | Reduced |
| Barrett Asset Management, LLC | 121 | $79.0K | 0.00% | +29+31.5% | Added |
| Tarbox Family Office, Inc. | 119 | $78.0K | 0.01% | +2+1.7% | Added |
| Freedman Financial Associates, Inc. | 118 | $77.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $75.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 115 | $75.0K | 0.05% | +115 | New |
| Itau Unibanco Holding S.A. | 113 | $74.0K | 0.00% | −21−15.7% | Reduced |
| M&R Capital Management Inc | 114 | $74.0K | 0.02% | −12−9.5% | Reduced |
| Equitec Proprietary Markets, LLC | 111 | $72.0K | 0.04% | +111 | New |
| Covestor Ltd | 111 | $72.0K | 0.10% | +111 | New |
| First Horizon Advisors, Inc. | 107 | $70.0K | 0.00% | −6−5.3% | Reduced |
| Gradient Investments LLC | 106 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 104 | $68.0K | 0.02% | −15−12.6% | Reduced |
| Catalyst Capital Advisors LLC | 102 | $67.0K | 0.00% | −8−7.3% | Reduced |
| SOA Wealth Advisors, LLC. | 99 | $65.0K | 0.02% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 101 | $65.0K | 0.06% | +101 | New |
| KRS Capital Management, LLC | 96 | $62.0K | 0.05% | +96 | New |
| Glen Eagle Advisors, LLC | 93 | $60.6K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 89 | $58.0K | 0.01% | +89 | New |
| Koshinski Asset Management, Inc. | 88 | $57.4K | 0.00% | +4+4.8% | Added |
| JFS Wealth Advisors, LLC | 88 | $57.0K | 0.01% | −34−27.9% | Reduced |
| Arlington Partners LLC | 87 | $57.0K | 0.02% | +13+17.6% | Added |
| TCI Wealth Advisors, Inc. | 86 | $56.0K | 0.01% | −22−20.4% | Reduced |
| Accel Wealth Management | 85 | $55.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 83 | $54.1K | 0.01% | +83 | New |
| AllSquare Wealth Management LLC | 82 | $53.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 82 | $53.0K | 0.02% | +82 | New |
| Family CFO Inc | 81 | $53.0K | 0.05% | +81 | New |
| Missouri Trust & Investment Co | 80 | $52.0K | 0.03% | +80 | New |
| Plante Moran Financial Advisors, LLC | 76 | $50.0K | 0.01% | +37+94.9% | Added |
| Tacita Capital Inc | 75 | $49.0K | 0.03% | 00.0% | Unchanged |