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.
| 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 2023
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 43 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $16.4K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 46 | $16.4K | 0.01% | +46 | New |
| Prestige Wealth Management Group LLC | 47 | $16.8K | 0.00% | −5−9.6% | Reduced |
| MB, Levis & Associates, LLC | 48 | $17.2K | 0.01% | +24+100.0% | Added |
| Investors Research Corp | 48 | $17.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $19.0K | 0.02% | −21−28.8% | Reduced |
| Magnolia Capital Management Ltd | 52 | $19.0K | 0.02% | −8−13.3% | Reduced |
| Community Bank, N.A. | 54 | $19.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 55 | $19.7K | 0.00% | +32+139.1% | Added |
| Old Second National Bank of Aurora | 58 | $20.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $20.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 60 | $21.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $21.8K | 0.00% | −134−68.7% | Reduced |
| Farther Finance Advisors, LLC | 62 | $22.2K | 0.01% | +15+31.9% | Added |
| Sandy Spring Bank | 63 | $22.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 66 | $23.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $24.3K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $24.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $25.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 73 | $26.1K | 0.01% | −9−11.0% | Reduced |
| Ancora Advisors, LLC | 73 | $26.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $27.2K | 0.00% | −20−20.8% | Reduced |
| Colonial Trust Co | 76 | $27.2K | 0.01% | +40+111.1% | Added |
| Family CFO Inc | 81 | $29.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $29.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 86 | $30.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $31.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $31.8K | 0.02% | −7−7.3% | Reduced |
| Accel Wealth Management | 89 | $31.8K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 90 | $32.2K | 0.00% | +30+50.0% | Added |
| Montag A & Associates Inc | 91 | $32.5K | 0.00% | −1,210−93.0% | Reduced |
| Catalyst Capital Advisors LLC | 91 | $32.5K | 0.00% | −31−25.4% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $33.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 93 | $33.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 99 | $35.4K | 0.00% | −29−22.7% | Reduced |
| Harbour Investments, Inc. | 105 | $37.5K | 0.00% | −62−37.1% | Reduced |
| Grove Bank & Trust | 107 | $38.3K | 0.01% | +13+13.8% | Added |
| AXS Investments LLC | 114 | $40.8K | 0.01% | −20−14.9% | Reduced |
| Ellevest, Inc. | 114 | $40.8K | 0.00% | +40+54.1% | Added |
| Baldwin Brothers Inc | 115 | $41.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 124 | $44.3K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 125 | $44.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $44.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $46.5K | 0.00% | +20+18.2% | Added |
| Sound Income Strategies, LLC | 131 | $46.8K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 149 | $52.0K | 0.04% | +86+136.5% | Added |
| Granite FO LLC | 146 | $53.8K | 0.03% | +146 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $54.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 157 | $56.1K | 0.01% | −40−20.3% | Reduced |
| Versant Capital Management, Inc | 168 | $60.0K | 0.02% | +103+158.5% | Added |
| TCTC Holdings, LLC | 168 | $60.1K | 0.00% | +165+5,500.0% | Added |
| Spire Wealth Management | 170 | $60.8K | 0.00% | −109−39.1% | Reduced |
| Zions Bancorporation, N.A. | 176 | $62.9K | 0.01% | −1−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 179 | $64.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 181 | $64.7K | 0.03% | +181 | New |
| Sunbelt Securities, Inc. | 192 | $67.0K | 0.01% | +192 | New |
| Anchor Investment Management, LLC | 197 | $70.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $70.4K | 0.02% | +3+1.5% | Added |
| TFC Financial Management | 200 | $71.5K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $73.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 205 | $73.4K | 0.00% | +35+20.6% | Added |
| Cullen/Frost Bankers, Inc. | 207 | $74.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 217 | $77.6K | 0.01% | −17−7.3% | Reduced |
| Glassman Wealth Services | 220 | $78.7K | 0.01% | +15+7.3% | Added |
| Hanson & Doremus Investment Management | 248 | $89.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 260 | $93.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 264 | $94.4K | 0.01% | −171−39.3% | Reduced |
| Leonteq Securities AG | 268 | $95.8K | 0.01% | −649−70.8% | Reduced |
| Parkside Financial Bank & Trust | 282 | $100.8K | 0.03% | −33−10.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 283 | $101.2K | 0.00% | −58−17.0% | Reduced |
| Milestone Investment Advisors LLC | 285 | $101.9K | 0.03% | +285 | New |
| Blue Bell Private Wealth Management, LLC | 291 | $104.1K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 296 | $105.9K | 0.01% | −534−64.3% | Reduced |
| Alta Advisers Ltd | 300 | $107.3K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 310 | $110.9K | 0.04% | −43−12.2% | Reduced |
| Global Retirement Partners, LLC | 317 | $113.1K | 0.01% | +12+3.9% | Added |
| Bartlett & Co. LLC | 319 | $114.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $114.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 322 | $115.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 341 | $120.0K | 0.00% | +208+156.4% | Added |
| MV Capital Management, Inc. | 342 | $122.3K | 0.02% | +205+149.6% | Added |
| Lindbrook Capital, LLC | 348 | $124.4K | 0.01% | +92+35.9% | Added |
| IFP Advisors, Inc | 561 | $126.6K | 0.01% | −990−63.8% | Reduced |
| Ci Investments Inc. | 359 | $128.0K | 0.00% | −924−72.0% | Reduced |
| TD Waterhouse Canada Inc. | 366 | $130.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 368 | $131.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 369 | $132.0K | 0.01% | −26−6.6% | Reduced |
| Platinum Investment Management Ltd | 373 | $133.4K | 0.00% | −49−11.6% | Reduced |
| Edge Capital Group, LLC | 377 | $134.8K | 0.01% | +377 | New |
| CKW Financial Group | 400 | $143.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 403 | $144.1K | 0.02% | −23−5.4% | Reduced |
| Umb Bank N A | 405 | $144.8K | 0.00% | −270−40.0% | Reduced |