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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 322 | $175.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 322 | $176.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 328 | $179.0K | 0.00% | −24−6.8% | Reduced |
| Covestor Ltd | 342 | $187.0K | 0.13% | +231+208.1% | Added |
| American Portfolios Advisors | 347 | $189.3K | 0.01% | +7+2.1% | Added |
| CKW Financial Group | 350 | $197.0K | 0.03% | +140+66.7% | Added |
| Brewin Dolphin Ltd | 365 | $199.0K | 0.01% | −23−5.9% | Reduced |
| Highland Private Wealth Management | 368 | $200.0K | 0.03% | −54−12.8% | Reduced |
| Grandfield & Dodd, LLC | 371 | $200.0K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 364 | $200.0K | 0.10% | +364 | New |
| HM Payson & Co | 368 | $201.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 371 | $202.0K | 0.00% | −5−1.3% | Reduced |
| Searle & Co. | 371 | $202.0K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 371 | $202.0K | 0.04% | +371 | New |
| Invst, LLC | 437 | $203.0K | 0.03% | −5−1.1% | Reduced |
| Brave Asset Management Inc | 372 | $203.0K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 378 | $206.0K | 0.01% | +126+50.0% | Added |
| Pathstone Family Office, LLC | 279 | $207.0K | 0.00% | −133−32.3% | Reduced |
| Mirabella Financial Services LLP | 380 | $207.0K | 0.02% | +380 | New |
| First National Bank of Omaha | 381 | $208.0K | 0.01% | −35−8.4% | Reduced |
| Rosenbaum Jay D. | 382 | $208.0K | 0.33% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 393 | $214.0K | 0.03% | −243−38.2% | Reduced |
| Evergreen Capital Management LLC | 393 | $214.0K | 0.01% | −71−15.3% | Reduced |
| Mather Group, LLC. | 392 | $214.0K | 0.00% | +81+26.0% | Added |
| ING Groep NV | 393 | $214.0K | 0.00% | +393 | New |
| Latitude Advisors, LLC | 399 | $218.0K | 0.05% | +399 | New |
| Fieldpoint Private Securities, LLC | 404 | $220.0K | 0.05% | −12−2.9% | Reduced |
| Regatta Capital Group, LLC | 407 | $222.0K | 0.08% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 408 | $223.0K | 0.00% | −81−16.6% | Reduced |
| Convergence Investment Partners, LLC | 411 | $224.0K | 0.12% | −4−1.0% | Reduced |
| Vigilant Capital Management, LLC | 410 | $224.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 411 | $224.0K | 0.05% | +411 | New |
| Evoke Wealth, LLC | 414 | $226.0K | 0.01% | −13−3.0% | Reduced |
| Acadian Asset Management LLC | 420 | $228.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 419 | $228.6K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 419 | $229.0K | 0.01% | +130+45.0% | Added |
| Silvercrest Asset Management Group LLC | 422 | $230.0K | 0.00% | +24+6.0% | Added |
| Barings LLC | 423 | $231.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 423 | $231.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 425 | $232.0K | 0.03% | +57+15.5% | Added |
| Northeast Financial Consultants Inc | 431 | $235.0K | 0.01% | +431 | New |
| GHP Investment Advisors, Inc. | 436 | $238.0K | 0.02% | +436 | New |
| Fortis Advisors, LLC | 437 | $238.0K | 0.13% | +437 | New |
| Ritholtz Wealth Management | 438 | $239.0K | 0.02% | −196−30.9% | Reduced |
| Biltmore Wealth Management, LLC | 439 | $239.0K | 0.09% | +6+1.4% | Added |
| Loomis Sayles & Co L P | 439 | $239.0K | 0.00% | +381+656.9% | Added |
| Axxcess Wealth Management, LLC | 447 | $244.0K | 0.02% | −21−4.5% | Reduced |
| Private Trust Co NA | 448 | $244.0K | 0.04% | +19+4.4% | Added |
| Verus Capital Partners, LLC | 534 | $246.0K | 0.04% | +534 | New |
| Palladium Partners LLC | 453 | $247.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 455 | $248.0K | 0.00% | −8−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 454 | $248.0K | 0.02% | +83+22.4% | Added |
| CenterStar Asset Management, LLC | – | $249.0K | 0.17% | – | New |
| Vaughan David Investments LLC | 459 | $250.0K | 0.01% | −65−12.4% | Reduced |
| Wendell David Associates Inc | 474 | $259.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 480 | $262.0K | 0.02% | +69+16.8% | Added |
| Zeke Capital Advisors, LLC | 481 | $263.0K | 0.01% | +481 | New |
| Integrated Wealth Concepts LLC | 485 | $265.0K | 0.01% | +25+5.4% | Added |
| Cladis Investment Advisory, LLC | 489 | $266.8K | 0.22% | 00.0% | Unchanged |
| Meyer Handelman Co | 491 | $268.0K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 493 | $269.0K | 0.01% | −3−0.6% | Reduced |
| Quantamental Technologies LLC | 495 | $270.0K | 0.16% | −210−29.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 496 | $270.0K | 0.13% | +4+0.8% | Added |
| Humankind Investments LLC | 497 | $271.0K | 0.11% | +77+18.3% | Added |
| Lincoln National Corp | 497 | $271.0K | 0.01% | +158+46.6% | Added |
| Kenfarb & Co. | 500 | $273.0K | 0.22% | −175−25.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 500 | $273.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 501 | $273.0K | 0.03% | +501 | New |
| Geller Advisors LLC | 503 | $274.0K | 0.05% | −79−13.6% | Reduced |
| First Foundation Advisors | 502 | $274.0K | 0.01% | +11+2.2% | Added |
| BerganKDV Wealth Management, LLC | 505 | $275.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 504 | $275.0K | 0.10% | +504 | New |
| Parametrica Management Ltd | 508 | $277.0K | 0.21% | +508 | New |
| Compton Wealth Advisory Group, LLC | 513 | $280.0K | 0.11% | +513 | New |
| Graypoint LLC | 517 | $282.0K | 0.03% | +41+8.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 496 | $283.0K | 0.04% | +54+12.2% | Added |
| Hanson & Doremus Investment Management | 523 | $285.0K | 0.06% | −24−4.4% | Reduced |
| Trust Co of Vermont | 525 | $286.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 525 | $286.0K | 0.03% | +158+43.1% | Added |
| Interchange Capital Partners, LLC | 528 | $288.0K | 0.30% | +8+1.5% | Added |
| Waldron Private Wealth LLC | 534 | $291.0K | 0.01% | +47+9.7% | Added |
| BOK Financial Private Wealth, Inc. | 535 | $292.0K | 0.02% | +30+5.9% | Added |
| Vectors Research Management, LLC | 538 | $293.0K | 0.06% | −48−8.2% | Reduced |
| HNP Capital LLC | 538 | $293.0K | 0.07% | −48−8.2% | Reduced |
| Tiedemann Advisors, LLC | 540 | $295.0K | 0.01% | −114−17.4% | Reduced |
| LVW Advisors, LLC | 547 | $298.0K | 0.05% | +99+22.1% | Added |
| Watershed Asset Management, L.L.C. | 546 | $298.0K | 0.30% | +115+26.7% | Added |
| Cerity Partners LLC | 548 | $300.0K | 0.00% | −225−29.1% | Reduced |
| Everett Harris & Co | 550 | $300.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 553 | $302.0K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 556 | $303.0K | 0.04% | +556 | New |
| Williams Jones Wealth Management, LLC. | 558 | $304.0K | 0.00% | −245−30.5% | Reduced |
| Spire Wealth Management | 559 | $305.0K | 0.01% | −25,408−97.8% | Reduced |
| SFMG, LLC | 560 | $305.0K | 0.03% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 563 | $307.0K | 0.03% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $308.0K | 0.15% | 00.0% | Unchanged |
| Leonteq Securities AG | 566 | $308.8K | 0.01% | +218+62.6% | Added |
| Walker Asset Management, LLC | 566 | $309.0K | 0.25% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 550 | $309.0K | 0.12% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 561 | $312.0K | 0.15% | −1,284−69.6% | Reduced |