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, Q1 2022
Institutional positions in Charter Communications, Inc. as of Mar 31, 2022. 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
- 992
- −41 vs. Q4 2021
- Shares held
- 112.9M
- −7.53M (−6.3%) vs. Q4 2021
- Total value
- $61.3B
- −$17.1B (−21.8%) vs. Q4 2021
- New holders
- 108
- 324 more added
- Sold out
- 149
- 370 more reduced
11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 27 | $15.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 27 | $15.0K | 0.00% | +14+107.7% | Added |
| Aspire Private Capital, LLC | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Motco | 31 | $17.0K | 0.00% | +24+342.9% | Added |
| Hantz Financial Services, Inc. | 31 | $17.0K | 0.00% | +31 | New |
| American National Bank | 31 | $17.0K | 0.00% | +31 | New |
| Caldwell Trust Co | 34 | $18.5K | 0.00% | −33−49.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 37 | $20.0K | 0.01% | +37 | New |
| Plante Moran Financial Advisors, LLC | 39 | $21.0K | 0.00% | −37−48.7% | Reduced |
| Bourgeon Capital Management LLC | 41 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 40 | $22.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 41 | $22.0K | 0.01% | +34+485.7% | Added |
| FinTrust Capital Advisors, LLC | 41 | $22.0K | 0.01% | +40+4,000.0% | Added |
| Cranbrook Wealth Management, LLC | 42 | $23.0K | 0.01% | −15−26.3% | Reduced |
| Northern Oak Wealth Management Inc | 43 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $23.0K | 0.00% | +42 | New |
| Rockbridge Investment Management, LCC | 42 | $23.6K | 0.00% | −215−83.7% | Reduced |
| Northwest Investment Counselors, LLC | 44 | $24.0K | 0.01% | +12+37.5% | Added |
| Global Financial Private Client, LLC | 46 | $25.8K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 47 | $26.0K | 0.00% | −12−20.3% | Reduced |
| Investors Research Corp | 48 | $26.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 48 | $26.0K | 0.00% | +48 | New |
| Financial Perspectives, Inc | 51 | $27.8K | 0.01% | +44+628.6% | Added |
| Solstein Capital, LLC | 55 | $30.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 57 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 57 | $31.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $32.0K | 0.01% | −12−17.1% | Reduced |
| Antonetti Capital Management LLC | 58 | $32.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 59 | $32.0K | 0.00% | +59 | New |
| Burleson & Company, LLC | 60 | $33.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 60 | $33.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $38.0K | 0.01% | −3−4.1% | Reduced |
| Earnest Partners LLC | 70 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 74 | $40.0K | 0.01% | −45−37.8% | Reduced |
| Prestige Wealth Management Group LLC | 74 | $41.0K | 0.01% | −487−86.8% | Reduced |
| Sandy Spring Bank | 75 | $41.0K | 0.00% | +6+8.7% | Added |
| Ellevest, Inc. | 75 | $41.0K | 0.00% | +12+19.0% | Added |
| Gradient Investments LLC | 80 | $44.0K | 0.00% | −26−24.5% | Reduced |
| Family CFO Inc | 81 | $44.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 80 | $44.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $45.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 83 | $45.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 87 | $47.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 87 | $48.0K | 0.00% | −20−18.7% | Reduced |
| Curi Capital | 88 | $48.0K | 0.01% | −1−1.1% | Reduced |
| Accel Wealth Management | 85 | $48.0K | 0.02% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 90 | $49.0K | 0.02% | +90 | New |
| JFS Wealth Advisors, LLC | 91 | $50.0K | 0.00% | +3+3.4% | Added |
| Glen Eagle Advisors, LLC | 94 | $51.3K | 0.01% | +1+1.1% | Added |
| SOA Wealth Advisors, LLC. | 99 | $54.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $55.0K | 0.08% | +100 | New |
| Riverview Trust Co | 102 | $56.0K | 0.04% | +102 | New |
| Sterling Investment Advisors, Ltd. | 104 | $57.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 105 | $57.0K | 0.03% | +30+40.0% | Added |
| Koshinski Asset Management, Inc. | 112 | $61.1K | 0.01% | +24+27.3% | Added |
| M&R Capital Management Inc | 114 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 115 | $63.0K | 0.00% | −311−73.0% | Reduced |
| Baldwin Brothers Inc | 115 | $63.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 115 | $63.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 117 | $63.0K | 0.01% | +75+178.6% | Added |
| Cutler Group LP | 116 | $63.0K | 0.01% | +116 | New |
| Freedman Financial Associates, Inc. | 118 | $66.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 122 | $67.0K | 0.01% | −37−23.3% | Reduced |
| Toth Financial Advisory Corp | 125 | $68.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 124 | $68.0K | 0.00% | +22+21.6% | Added |
| Tradewinds Capital Management, LLC | 129 | $70.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $73.0K | 0.01% | +2+1.5% | Added |
| TCWP LLC | 137 | $74.0K | 0.01% | +137 | New |
| City Holding Co | 139 | $76.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 151 | $82.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 154 | $84.0K | 0.01% | −23−13.0% | Reduced |
| AGF Investments LLC | 156 | $85.0K | 0.01% | −5−3.1% | Reduced |
| TCI Wealth Advisors, Inc. | 157 | $85.0K | 0.01% | +71+82.6% | Added |
| Glassman Wealth Services | 164 | $89.0K | 0.02% | +5+3.1% | Added |
| Johnson Financial Group, Inc. | 165 | $90.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 166 | $90.6K | 0.03% | −7−4.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 170 | $93.0K | 0.00% | −6−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 171 | $93.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 173 | $94.0K | 0.01% | −22−11.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 176 | $96.0K | 0.00% | −28−13.7% | Reduced |
| Parkside Financial Bank & Trust | 190 | $103.0K | 0.03% | −1−0.5% | Reduced |
| Money Concepts Capital Corp | 188 | $103.0K | 0.01% | +188 | New |
| Exane Derivatives | 190 | $103.6K | 0.03% | −566−74.9% | Reduced |
| QVR LLC | 196 | $107.0K | 0.43% | +196 | New |
| Pflug Koory, LLC | 204 | $111.0K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 217 | $118.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 220 | $120.0K | 0.00% | +34+18.3% | Added |
| Lindbrook Capital, LLC | 228 | $124.0K | 0.02% | +64+39.0% | Added |
| West Paces Advisors Inc. | 234 | $127.7K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 235 | $128.0K | 0.00% | −58−19.8% | Reduced |
| Global Retirement Partners, LLC | 267 | $128.0K | 0.01% | +267 | New |
| Itau Unibanco Holding S.A. | 242 | $132.0K | 0.00% | +129+114.2% | Added |
| Rosenberg Matthew Hamilton | 255 | $139.0K | 0.05% | +18+7.6% | Added |
| CVA Family Office, LLC | 260 | $142.0K | 0.03% | +70+36.8% | Added |
| EverSource Wealth Advisors, LLC | 287 | $156.0K | 0.04% | +213+287.8% | Added |
| Rock Creek Group, LP | 292 | $159.0K | 0.02% | +85+41.1% | Added |
| Blue Bell Private Wealth Management, LLC | 303 | $165.0K | 0.05% | 00.0% | Unchanged |