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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 410 | $147.0K | 0.03% | +181+79.0% | Added |
| Solstein Capital, LLC | 449 | $160.6K | 0.14% | 00.0% | Unchanged |
| Trust Co of Vermont | 461 | $164.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 472 | $168.8K | 0.00% | −254−35.0% | Reduced |
| Clearstead Advisors, LLC | 476 | $170.2K | 0.01% | −50−9.5% | Reduced |
| EverSource Wealth Advisors, LLC | 479 | $171.3K | 0.02% | −33−6.4% | Reduced |
| BerganKDV Wealth Management, LLC | 490 | $175.2K | 0.02% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 496 | $177.4K | 0.01% | +488+6,100.0% | Added |
| First Eagle Investment Management, LLC | 497 | $177.7K | 0.00% | −53−9.6% | Reduced |
| Kenfarb & Co. | 500 | $178.8K | 0.16% | 00.0% | Unchanged |
| AM Squared Ltd | 500 | $178.8K | 0.14% | +400+400.0% | Added |
| Parallel Advisors, LLC | 515 | $184.2K | 0.01% | −21−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 521 | $186.3K | 0.02% | +342+191.1% | Added |
| Aspire Private Capital, LLC | 545 | $194.9K | 0.06% | −26−4.6% | Reduced |
| Hollencrest Capital Management | 545 | $194.9K | 0.02% | +534+4,854.5% | Added |
| Provident Investment Management, Inc. | 560 | $200.3K | 0.02% | +560 | New |
| EP Wealth Advisors, LLC | 28,999 | $200.7K | 0.00% | +27,777+2,273.1% | Added |
| Sculati Wealth Management, LLC | 565 | $202.1K | 0.11% | +565 | New |
| Walker Asset Management, LLC | 566 | $202.4K | 0.18% | +566 | New |
| Central Trust Co | 568 | $203.1K | 0.01% | −112−16.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 571 | $204.2K | 0.06% | +571 | New |
| Ameritas Advisory Services, LLC | 580 | $206.8K | 0.01% | −386−40.0% | Reduced |
| Diversified Trust Co | 580 | $207.4K | 0.01% | +580 | New |
| Mirabella Financial Services LLP | 588 | $210.3K | 0.05% | −396−40.2% | Reduced |
| Exchange Traded Concepts, LLC | 597 | $213.5K | 0.01% | −1,554−72.2% | Reduced |
| Ossiam | 597 | $213.5K | 0.00% | −968−61.9% | Reduced |
| Highlander Capital Management, LLC | 600 | $215.0K | 0.11% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 613 | $217.3K | 0.12% | +613 | New |
| Fairview Capital Investment Management, LLC | 612 | $218.9K | 0.01% | −200−24.6% | Reduced |
| Congress Wealth Management LLC | 613 | $219.3K | 0.01% | +1+0.2% | Added |
| Qtron Investments LLC | 619 | $221.4K | 0.05% | −1,016−62.1% | Reduced |
| Single Point Partners, LLC | 621 | $222.0K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 623 | $223.0K | 0.03% | −17−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 627 | $224.2K | 0.06% | −46−6.8% | Reduced |
| Geneos Wealth Management Inc. | 641 | $229.2K | 0.01% | −1−0.2% | Reduced |
| KCM Investment Advisors LLC | 641 | $229.2K | 0.01% | +641 | New |
| Evergreen Capital Management LLC | 645 | $230.7K | 0.01% | +22+3.5% | Added |
| Proficio Capital Partners LLC | 648 | $231.7K | 0.04% | +38+6.2% | Added |
| Axxcess Wealth Management, LLC | 651 | $232.8K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 655 | $233.5K | 0.01% | −9,024−93.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 660 | $236.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 662 | $236.7K | 0.16% | +662 | New |
| NorthRock Partners, LLC | 664 | $237.5K | 0.03% | −130−16.4% | Reduced |
| Biltmore Wealth Management, LLC | 680 | $243.2K | 0.10% | 00.0% | Unchanged |
| We Are One Seven, LLC | 682 | $243.9K | 0.02% | +39+6.1% | Added |
| LVW Advisors, LLC | 687 | $245.7K | 0.05% | −3−0.4% | Reduced |
| AdvisorNet Financial, Inc | 691 | $247.1K | 0.02% | +16+2.4% | Added |
| Atria Wealth Solutions, Inc. | 694 | $248.4K | 0.00% | −663−48.9% | Reduced |
| Symmetry Partners, LLC | 700 | $250.0K | 0.01% | +700 | New |
| Deseret Mutual Benefit Administrators | 703 | $251.4K | 0.10% | +48+7.3% | Added |
| Sentry Investment Management LLC | 709 | $254.0K | 0.10% | −29−3.9% | Reduced |
| Peoples Bank | 718 | $256.8K | 0.16% | −10−1.4% | Reduced |
| Quent Capital, LLC | 721 | $257.4K | 0.04% | +1+0.1% | Added |
| Prospera Financial Services Inc | 726 | $259.6K | 0.01% | +27+3.9% | Added |
| Little House Capital LLC | 731 | $261.4K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 738 | $263.9K | 0.11% | −39−5.0% | Reduced |
| Dynamic Advisor Solutions LLC | 740 | $264.6K | 0.02% | +37+5.3% | Added |
| Chicago Partners Investment Group LLC | 808 | $267.3K | 0.02% | −632−43.9% | Reduced |
| PDS Planning, Inc | 750 | $268.2K | 0.04% | +750 | New |
| Tudor Investment Corp Et Al | 757 | $271.0K | 0.01% | +757 | New |
| Apollon Wealth Management, LLC | 765 | $273.6K | 0.02% | −17−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 767 | $274.3K | 0.00% | +767 | New |
| DFPG Investments, LLC | 779 | $278.6K | 0.03% | −2−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 781 | $279.3K | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 789 | $282.2K | 0.01% | −67−7.8% | Reduced |
| Parsons Capital Management Inc | 790 | $282.5K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 796 | $284.8K | 0.01% | −11−1.4% | Reduced |
| Stephens Inc | 799 | $285.7K | 0.01% | +1+0.1% | Added |
| Cross Staff Investments Inc | 800 | $286.1K | 0.28% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 807 | $288.0K | 0.01% | +110+15.8% | Added |
| Sigma Planning Corp | 805 | $288.2K | 0.01% | −119−12.9% | Reduced |
| Davenport & Co LLC | 806 | $288.2K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 808 | $288.9K | 0.01% | −94−10.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 817 | $292.2K | 0.03% | −60−6.8% | Reduced |
| Kestra Private Wealth Services, LLC | 826 | $295.4K | 0.01% | +65+8.5% | Added |
| Conning Inc. | 827 | $295.7K | 0.01% | −122−12.9% | Reduced |
| Alpha Family Trust | 830 | $296.8K | 0.24% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 836 | $299.0K | 0.03% | −60−6.7% | Reduced |
| Means Investment Co., Inc. | 841 | $300.8K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 846 | $302.5K | 0.01% | +846 | New |
| Domani Wealth, LLC | 847 | $302.9K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 849 | $303.6K | 0.01% | −12,049−93.4% | Reduced |
| Argent Trust Co | 852 | $304.7K | 0.02% | +1+0.1% | Added |
| Silverlake Wealth Management LLC | 863 | $308.6K | 0.19% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 864 | $309.0K | 0.29% | +39+4.7% | Added |
| Fusion Capital, LLC | 879 | $314.3K | 0.18% | −50−5.4% | Reduced |
| PFS Investments Inc. | 900 | $315.0K | 0.01% | +177+24.5% | Added |
| Belpointe Asset Management LLC | 886 | $316.8K | 0.02% | +153+20.9% | Added |
| Valeo Financial Advisors, LLC | 888 | $317.6K | 0.02% | +2+0.2% | Added |
| FRG Family Wealth Advisors LLC | 900 | $321.8K | 0.07% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 904 | $323.3K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 959 | $327.7K | 0.10% | +51+5.6% | Added |
| Federated Hermes, Inc. | 927 | $331.5K | 0.00% | −2,393−72.1% | Reduced |
| Segall Bryant & Hamill, LLC | 931 | $332.0K | 0.00% | −270−22.5% | Reduced |
| Ingalls & Snyder LLC | 927 | $332.0K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 929 | $332.2K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 938 | $335.4K | 0.11% | +938 | New |
| Nilsine Partners, LLC | 944 | $337.6K | 0.05% | +944 | New |
| Rothschild Investment Corp | 945 | $338.0K | 0.03% | +2+0.2% | Added |
| Alps Advisors Inc | 952 | $340.4K | 0.00% | +141+17.4% | Added |