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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 2023

Institutional positions in Charter Communications, Inc. as of Mar 31, 2023. 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
862
−10 vs. Q4 2022
Shares held
101.2M
−2.27M (−2.2%) vs. Q4 2022
Total value
$36.2B
+$1.08B (+3.1%) vs. Q4 2022
New holders
84
275 more added
Sold out
94
329 more reduced

16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 862 institutions
Q1 2021: 997 institutionsQ2 2021: 993 institutionsQ3 2021: 1,014 institutionsQ4 2021: 1,044 institutionsQ1 2022: 992 institutionsQ2 2022: 944 institutionsQ3 2022: 837 institutionsQ4 2022: 888 institutionsQ1 2023: 862 institutionsQ2 2023: 844 institutionsQ3 2023: 890 institutionsQ4 2023: 909 institutionsQ1 2024: 826 institutionsQ2 2024: 788 institutionsQ3 2024: 839 institutionsQ4 2024: 864 institutionsQ1 2025: 879 institutionsQ2 2025: 889 institutionsQ3 2025: 805 institutionsQ4 2025: 798 institutionsQ1 2026: 791 institutionsQ2 2026: 788 institutions
Value heldQ1 2023: $36.2B
Q1 2021: $81.8BQ2 2021: $93.5BQ3 2021: $90.9BQ4 2021: $78.5BQ1 2022: $61.3BQ2 2022: $50.2BQ3 2022: $31.3BQ4 2022: $35.1BQ1 2023: $36.2BQ2 2023: $36.5BQ3 2023: $43.3BQ4 2023: $38.1BQ1 2024: $29.8BQ2 2024: $31.4BQ3 2024: $33.3BQ4 2024: $35.0BQ1 2025: $38.3BQ2 2025: $42.0BQ3 2025: $27.3BQ4 2025: $21.3BQ1 2026: $21.3BQ2 2026: $14.2B
Institutions holding CHTR and their total value by quarter
QuarterHoldersValue
Q2 2026788$14.2B
Q1 2026791$21.3B
Q4 2025798$21.3B
Q3 2025805$27.3B
Q2 2025889$42.0B
Q1 2025879$38.3B
Q4 2024864$35.0B
Q3 2024839$33.3B
Q2 2024788$31.4B
Q1 2024826$29.8B
Q4 2023909$38.1B
Q3 2023890$43.3B
Q2 2023844$36.5B
Q1 2023862$36.2B
Q4 2022888$35.1B
Q3 2022837$31.3B
Q2 2022944$50.2B
Q1 2022992$61.3B
Q4 20211,044$78.5B
Q3 20211,014$90.9B
Q2 2021993$93.5B
Q1 2021997$81.8B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2022.

Institutions holding CHTR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC1$00.00%−12−92.3%Reduced
Summit Wealth Group, LLC26,106$00.00%+26,106New
Adirondack Retirement Specialists, Inc.1$3480.00%00.0%Unchanged
WestEnd Advisors, LLC–$3580.00%––
Rise Advisors, LLC1$3580.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$3580.00%00.0%Unchanged
Global Wealth Strategies & Associates1$3580.00%00.0%Unchanged
Machina Capital S.A.S.1$3580.00%+1New
Bogart Wealth, LLC2$7150.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2$7150.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.2$7150.00%00.0%Unchanged
True Wealth Design, LLC2$7160.00%−1−33.3%Reduced
Wolff Wiese Magana LLC2$7160.00%00.0%Unchanged
Trifecta Capital Advisors, LLC2$7160.00%00.0%Unchanged
PEAK6 Investments LLC2$7200.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%−1−50.0%Reduced
First PREMIER Bank4$1.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC3$1.00K0.00%00.0%Unchanged
TSFG, LLC3$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$1.07K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.3$1.07K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC3$1.07K0.00%00.0%Unchanged
Arrow Financial Corp3$1.07K0.00%00.0%Unchanged
Coastal Capital Group, Inc.3$1.07K0.00%00.0%Unchanged
Pacific Center for Financial Services3$1.07K0.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.37K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC4$1.40K0.00%+4New
Arlington Partners LLC4$1.43K0.00%−83−95.4%Reduced
Red Tortoise LLC4$1.43K0.00%−2−33.3%Reduced
Logan Capital Management Inc4$1.43K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$1.43K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.79K0.00%00.0%Unchanged
DB Wealth Management Group, LLC5$1.79K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$1.79K0.00%+5New
Valley National Advisers Inc6$2.00K0.00%+3+100.0%Added
American National Bank6$2.15K0.00%−31−83.8%Reduced
Carmichael Hill & Associates, Inc.6$2.15K0.00%−6−50.0%Reduced
BDO Wealth Advisors, LLC6$2.15K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.6$2.15K0.00%+6New
Caldwell Sutter Capital, Inc.7$2.50K0.00%00.0%Unchanged
United Community Bank7$2.50K0.00%00.0%Unchanged
Financial Perspectives, Inc7$2.50K0.00%00.0%Unchanged
Adirondack Trust Co7$2.50K0.00%+7New
Ahrens Investment Partners LLC7$2.50K0.00%+7New
Cornerstone Management, Inc.7$2.50K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$2.50K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$2.50K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC7$2.50K0.00%+7New
Mendota Financial Group, LLC5$2.73K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.86K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11$3.93K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.11$4.00K0.00%00.0%Unchanged
Disciplined Investments, LLC12$4.29K0.00%+4+50.0%Added
SJS Investment Consulting Inc.12$4.29K0.00%00.0%Unchanged
Lee Financial Co12$4.29K0.00%+3+33.3%Added
Salem Investment Counselors Inc13$4.65K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC13$4.65K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC14$5.01K0.00%+7+100.0%Added
Abound Wealth Management15$5.37K0.00%+1+7.1%Added
Proequities, Inc.16$5.72K0.00%−8−33.3%Reduced
ICA Group Wealth Management, LLC16$5.72K0.00%00.0%Unchanged
Sittner & Nelson, LLC16$5.72K0.00%00.0%Unchanged
Retirement Group, LLC17$6.00K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.18$6.44K0.00%00.0%Unchanged
Sageworth Trust Co18$6.44K0.00%00.0%Unchanged
NewSquare Capital LLC19$6.79K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$6.79K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.15$7.00K0.00%+15New
Financial Freedom, LLC20$7.15K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP20$7.15K0.00%+4+25.0%Added
GPS Wealth Strategies Group, LLC20$7.15K0.00%+20New
Arcadia Investment Management Corp20$7.15K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC23$8.00K0.00%+6+35.3%Added
Financial Management Professionals, Inc.21$8.00K0.00%+5+31.3%Added
Bell Investment Advisors, Inc23$8.23K0.00%+3+15.0%Added
JJJ Advisors Inc.25$8.54K0.00%00.0%Unchanged
Schubert & Co24$8.58K0.01%+9+60.0%Added
Venturi Wealth Management, LLC24$8.58K0.00%+24New
Antonetti Capital Management LLC25$8.94K0.01%00.0%Unchanged
PSI Advisors, LLC25$8.94K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC25$9.00K0.01%00.0%Unchanged
FNY Investment Advisers, LLC26$9.00K0.01%+26New
Assetmark, Inc26$9.30K0.00%−2,201−98.8%Reduced
WealthPLAN Partners, LLC26$9.30K0.00%+26New
Oakworth Capital, Inc.27$9.65K0.00%00.0%Unchanged
Bellevue Asset Management, LLC27$9.65K0.01%00.0%Unchanged
Loomis Sayles & Co L P28$10.0K0.00%−16−36.4%Reduced
Steward Financial Group LLC30$10.0K0.00%+19+172.7%Added
Capital Advisors, Ltd. LLC27$10.0K0.00%−57−67.9%Reduced
Northwest Investment Counselors, LLC28$10.0K0.00%−5−15.2%Reduced
Focused Wealth Management, Inc28$10.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC28$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC29$10.4K0.00%−15−34.1%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP30$10.7K0.00%00.0%Unchanged
Old North State Trust, LLC32$11.0K0.01%00.0%Unchanged
Gradient Investments LLC31$11.1K0.00%00.0%Unchanged
Larson Financial Group LLC32$11.4K0.00%00.0%Unchanged
Caldwell Trust Co34$12.2K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC35$12.5K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.37$13.2K0.01%−126−77.3%Reduced