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 2022
Institutional positions in Charter Communications, Inc. as of Dec 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
- 888
- +71 vs. Q3 2022
- Shares held
- 103.5M
- +280.5K (+0.3%) vs. Q3 2022
- Total value
- $35.1B
- +$3.78B (+12.1%) vs. Q3 2022
- New holders
- 155
- 270 more added
- Sold out
- 84
- 312 more reduced
20 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1,597 | $543.0K | 0.06% | −68−4.1% | Reduced |
| GFS Advisors, LLC | 1,600 | $543.0K | 0.12% | +600+60.0% | Added |
| Veriti Management LLC | 1,587 | $538.2K | 0.07% | −202−11.3% | Reduced |
| Ossiam | 1,565 | $530.7K | 0.01% | −377−19.4% | Reduced |
| Vise Technologies, Inc. | 1,564 | $530.4K | 0.17% | +291+22.9% | Added |
| Charles Carroll Financial Partners, LLC | 1,551 | $525.9K | 0.81% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,544 | $523.6K | 0.01% | +1,544 | New |
| Fairbanks Capital Management, Inc. | 1,535 | $520.5K | 0.46% | −4−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 1,302 | $517.0K | 0.30% | +1,302 | New |
| Clarius Group, LLC | 1,511 | $512.0K | 0.05% | −19−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 1,501 | $508.9K | 0.10% | +80+5.6% | Added |
| Kinneret Advisory, LLC | 1,479 | $501.5K | 0.07% | +1,479 | New |
| Shell Asset Management Co | 1,478 | $501.0K | 0.02% | −918−38.3% | Reduced |
| Ballentine Partners, LLC | 1,476 | $500.5K | 0.01% | +176+13.5% | Added |
| Verdence Capital Advisors LLC | 1,474 | $499.7K | 0.06% | +300+25.6% | Added |
| Pathstone Family Office, LLC | 2,943 | $496.1K | 0.01% | +433+17.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,429 | $484.6K | 0.01% | −4−0.3% | Reduced |
| Banque Cantonale Vaudoise | 1,423 | $483.0K | 0.03% | +223+18.6% | Added |
| King Luther Capital Management Corp | 1,398 | $474.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,398 | $474.1K | 0.01% | +133+10.5% | Added |
| Howe & Rusling Inc | 1,380 | $468.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,357 | $460.3K | 0.01% | −346−20.3% | Reduced |
| Cigna Investments Inc | 1,357 | $460.0K | 0.10% | −29−2.1% | Reduced |
| Aspiriant, LLC | 1,352 | $458.5K | 0.02% | +186+16.0% | Added |
| Meeder Advisory Services, Inc. | 1,351 | $458.1K | 0.06% | +1,351 | New |
| Colony Group LLC | 1,343 | $455.0K | 0.01% | −347−20.5% | Reduced |
| Trust Asset Management LLC | 1,339 | $454.1K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,324 | $449.0K | 0.04% | −16−1.2% | Reduced |
| Summit Trail Advisors, LLC | 1,319 | $447.3K | 0.02% | +419+46.6% | Added |
| Wealthsource Partners, LLC | 1,316 | $446.3K | 0.03% | +159+13.7% | Added |
| Bradley Foster & Sargent Inc | 1,310 | $444.2K | 0.01% | +209+19.0% | Added |
| Montag A & Associates Inc | 1,301 | $441.2K | 0.03% | −1,225−48.5% | Reduced |
| Chimera Capital Management LLC | 1,298 | $440.2K | 0.12% | +1,298 | New |
| Cetera Investment Advisers | 1,290 | $437.4K | 0.00% | +577+80.9% | Added |
| Checchi Capital Advisers, LLC | 1,283 | $435.1K | 0.05% | −182−12.4% | Reduced |
| Ci Investments Inc. | 1,283 | $435.0K | 0.00% | −250−16.3% | Reduced |
| Duff & Phelps Investment Management Co | 1,270 | $430.7K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,267 | $429.6K | 0.01% | +573+82.6% | Added |
| Horizon Investments, LLC | 1,260 | $427.0K | 0.01% | +108+9.4% | Added |
| Balentine LLC | 1,254 | $425.2K | 0.01% | −149−10.6% | Reduced |
| Quadrant Capital Group LLC | 1,240 | $420.5K | 0.05% | +33+2.7% | Added |
| MML Investors Services, LLC | 1,232 | $418.0K | 0.00% | −641−34.2% | Reduced |
| EP Wealth Advisors, LLC | 1,222 | $414.4K | 0.01% | +1,222 | New |
| Legacy Advisors, LLC | 1,219 | $413.4K | 0.08% | +22+1.8% | Added |
| Sanders Morris Harris LLC | 1,213 | $411.3K | 0.16% | −4−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,209 | $410.0K | 0.01% | +116+10.6% | Added |
| Defined Wealth Management, LLC | 1,205 | $408.6K | 0.38% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 1,201 | $407.0K | 0.00% | −41−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,189 | $403.2K | 0.04% | +97+8.9% | Added |
| Mogy Joel R Investment Counsel Inc | 1,182 | $400.8K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,182 | $400.8K | 0.10% | +116+10.9% | Added |
| Institute for Wealth Management, LLC. | 1,160 | $393.3K | 0.08% | +85+7.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,153 | $391.0K | 0.03% | +1,153 | New |
| First National Bank of Mount Dora, Trust Investment Services | 1,149 | $390.0K | 0.13% | −20−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,129 | $382.8K | 0.02% | +7+0.6% | Added |
| Cresset Asset Management, LLC | 1,590 | $382.1K | 0.00% | +430+37.1% | Added |
| HB Wealth Management, LLC | 1,123 | $380.8K | 0.01% | +428+61.6% | Added |
| Forum Financial Management, LP | 1,095 | $371.3K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,093 | $371.0K | 0.15% | +18+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,089 | $369.3K | 0.00% | −3,868−78.0% | Reduced |
| La Banque Postale Asset Management SA | 1,074 | $364.2K | 0.01% | +1,074 | New |
| IFP Advisors, Inc | 1,551 | $363.0K | 0.01% | +93+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,066 | $361.5K | 0.01% | −8−0.7% | Reduced |
| Banco Santander, S.A. | 1,053 | $357.1K | 0.01% | −4,284−80.3% | Reduced |
| Lakeview Capital Partners, LLC | 908 | $355.0K | 0.11% | +908 | New |
| STF Management LP | 1,041 | $353.0K | 0.51% | +1,041 | New |
| First Capital Advisors Group, LLC. | 1,038 | $352.0K | 0.24% | +35+3.5% | Added |
| Principal Street Partners, LLC | 1,032 | $350.0K | 0.09% | −143−12.2% | Reduced |
| Moreno Evelyn V | 1,015 | $344.2K | 0.08% | +1,015 | New |
| KB Financial Partners, LLC | 1,013 | $344.0K | 0.12% | −29−2.8% | Reduced |
| Hyman Charles D | 1,004 | $340.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 997 | $338.1K | 0.01% | +101+11.3% | Added |
| Mirabella Financial Services LLP | 984 | $333.7K | 0.03% | +4+0.4% | Added |
| Bridgefront Capital, LLC | 971 | $329.3K | 0.23% | +971 | New |
| Cutler Group LP | 968 | $328.0K | 0.04% | −137−12.4% | Reduced |
| Ameritas Advisory Services, LLC | 966 | $327.6K | 0.02% | +966 | New |
| Conning Inc. | 949 | $321.8K | 0.01% | −3−0.3% | Reduced |
| Sawtooth Solutions, LLC | 945 | $320.4K | 0.04% | +9+1.0% | Added |
| Rothschild Investment Corp | 943 | $320.0K | 0.03% | +1+0.1% | Added |
| Lyell Wealth Management, LP | 929 | $315.0K | 0.05% | 00.0% | Unchanged |
| Fusion Capital, LLC | 929 | $315.0K | 0.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 927 | $314.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 924 | $313.7K | 0.01% | −167−15.3% | Reduced |
| Leonteq Securities AG | 917 | $311.0K | 0.02% | +243+36.1% | Added |
| Bellecapital International Ltd. | 904 | $306.5K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 904 | $306.5K | 0.18% | +9+1.0% | Added |
| Syntax Advisors, LLC | 904 | $306.5K | 0.26% | +9+1.0% | Added |
| Citizens Financial Group Inc | 902 | $305.9K | 0.01% | −90−9.1% | Reduced |
| FRG Family Wealth Advisors LLC | 900 | $305.2K | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 896 | $303.8K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 886 | $300.4K | 0.02% | +141+18.9% | Added |
| Dorsey & Whitney Trust CO LLC | 877 | $297.4K | 0.03% | −129−12.8% | Reduced |
| Banco BTG Pactual S.A. | 874 | $296.4K | 0.17% | −2,316−72.6% | Reduced |
| All Season Financial Advisors, Inc. | 874 | $296.4K | 0.26% | +874 | New |
| DFPG Investments, LLC | 781 | $295.6K | 0.05% | +781 | New |
| Silverlake Wealth Management LLC | 863 | $292.6K | 0.18% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 856 | $290.0K | 0.01% | +856 | New |
| Argent Trust Co | 851 | $288.6K | 0.02% | −180−17.5% | Reduced |
| Domani Wealth, LLC | 847 | $287.0K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $285.2K | 0.06% | 00.0% | Unchanged |