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 |
|---|---|---|---|---|---|
| ICICI Prudential Asset Management Co Ltd | 977 | $349.4K | 0.05% | +196+25.1% | Added |
| Madison Wealth Management | 990 | $354.0K | 0.08% | −1,412−58.8% | Reduced |
| Savant Capital, LLC | 1,001 | $358.0K | 0.01% | +4+0.4% | Added |
| Hyman Charles D | 1,004 | $359.0K | 0.02% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,021 | $365.1K | 0.23% | −17−1.6% | Reduced |
| Centiva Capital, LP | 1,039 | $371.6K | 0.02% | −4,569−81.5% | Reduced |
| MML Investors Services, LLC | 1,040 | $372.0K | 0.00% | −192−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,041 | $372.3K | 0.01% | −25−2.3% | Reduced |
| Banco Santander, S.A. | 1,053 | $376.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,065 | $380.9K | 0.00% | −225−17.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,081 | $386.6K | 0.01% | −2,972−73.3% | Reduced |
| Forum Financial Management, LP | 1,086 | $388.4K | 0.01% | −9−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,092 | $390.6K | 0.00% | +1,092 | New |
| Pure Financial Advisors, Inc. | 1,125 | $402.3K | 0.02% | −4−0.4% | Reduced |
| Gateway Investment Advisers LLC | 1,131 | $404.5K | 0.00% | −136−10.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,144 | $409.0K | 0.01% | +1,144 | New |
| Schechter Investment Advisors, LLC | 1,164 | $416.3K | 0.04% | −25−2.1% | Reduced |
| DuPont Capital Management Corp | 1,165 | $416.6K | 0.02% | −2,662−69.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,170 | $418.3K | 0.08% | +10+0.9% | Added |
| KB Financial Partners, LLC | 1,180 | $422.0K | 0.12% | +167+16.5% | Added |
| Mogy Joel R Investment Counsel Inc | 1,182 | $422.7K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,187 | $424.0K | 0.09% | −7,010−85.5% | Reduced |
| Quadrant Capital Group LLC | 1,188 | $424.8K | 0.04% | −52−4.2% | Reduced |
| Defined Wealth Management, LLC | 1,205 | $430.9K | 0.40% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,206 | $431.4K | 0.01% | −384−24.2% | Reduced |
| Trust Asset Management LLC | 1,218 | $435.6K | 0.05% | −121−9.0% | Reduced |
| Legacy Advisors, LLC | 1,238 | $442.7K | 0.08% | +19+1.6% | Added |
| Moody National Bank Trust Division | 1,252 | $447.7K | 0.04% | −72−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,263 | $451.7K | 0.01% | +54+4.5% | Added |
| Duff & Phelps Investment Management Co | 1,270 | $454.2K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,271 | $454.5K | 0.10% | +1,271 | New |
| Fund Management at Engine No. 1 LLC | 1,278 | $457.0K | 0.09% | +96+8.1% | Added |
| CIBC World Markets Inc. | 1,285 | $460.0K | 0.00% | −886−40.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,289 | $461.0K | 0.06% | +503+64.0% | Added |
| Checchi Capital Advisers, LLC | 1,303 | $466.0K | 0.05% | +20+1.6% | Added |
| Wealthsource Partners, LLC | 1,309 | $468.1K | 0.03% | −7−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,310 | $468.5K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,316 | $470.0K | 0.09% | −41−3.0% | Reduced |
| Horizon Investments, LLC | 1,315 | $470.3K | 0.01% | +55+4.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,323 | $473.1K | 0.00% | −142,656−99.1% | Reduced |
| Colony Group LLC | 1,341 | $480.0K | 0.01% | −2−0.1% | Reduced |
| Balentine LLC | 1,343 | $480.3K | 0.02% | +89+7.1% | Added |
| Brinker Capital Investments, LLC | 1,343 | $480.4K | 0.01% | +521+63.4% | Added |
| Orion Portfolio Solutions, LLC | 1,343 | $480.4K | 0.01% | +1,343 | New |
| Resources Investment Advisors, LLC. | 1,345 | $481.0K | 0.01% | +1,345 | New |
| Sender Co & Partners, Inc. | 1,348 | $482.1K | 1.75% | +1,348 | New |
| Aspiriant, LLC | 1,352 | $483.6K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,429 | $484.6K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,364 | $487.8K | 0.01% | +241+21.5% | Added |
| Howe & Rusling Inc | 1,380 | $493.5K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,395 | $498.9K | 0.01% | −3−0.2% | Reduced |
| King Luther Capital Management Corp | 1,398 | $499.9K | 0.00% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,404 | $502.1K | 0.06% | −75−5.1% | Reduced |
| Banque Cantonale Vaudoise | 1,413 | $506.0K | 0.02% | −10−0.7% | Reduced |
| Huntington National Bank | 1,420 | $507.8K | 0.01% | −634−30.9% | Reduced |
| Clarius Group, LLC | 1,441 | $515.3K | 0.04% | −70−4.6% | Reduced |
| Summit Trail Advisors, LLC | 1,458 | $521.4K | 0.02% | +139+10.5% | Added |
| Landscape Capital Management, L.L.C. | 1,467 | $524.6K | 0.07% | −511−25.8% | Reduced |
| AE Wealth Management LLC | 1,468 | $524.8K | 0.00% | −237−13.9% | Reduced |
| Krilogy Financial LLC | 1,482 | $530.0K | 0.04% | −234−13.6% | Reduced |
| Verdence Capital Advisors LLC | 1,484 | $530.5K | 0.06% | +10+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 1,498 | $535.7K | 0.10% | +1,498 | New |
| Hudson Bay Capital Management LP | 1,500 | $536.4K | 0.01% | +1,500 | New |
| Boston Private Wealth LLC | 1,503 | $537.5K | 0.01% | −188−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,503 | $537.5K | 0.01% | −106−6.6% | Reduced |
| Ballentine Partners, LLC | 1,503 | $537.5K | 0.01% | +27+1.8% | Added |
| Stock Yards Bank & Trust Co | 1,511 | $540.0K | 0.02% | −193−11.3% | Reduced |
| Kestra Advisory Services, LLC | 1,518 | $542.7K | 0.01% | −996−39.6% | Reduced |
| Insight Wealth Strategies, LLC | 1,522 | $544.1K | 0.11% | +21+1.4% | Added |
| Kula Investments, LLC | 1,522 | $544.3K | 0.13% | +1,522 | New |
| Shell Asset Management Co | 1,523 | $545.0K | 0.02% | +45+3.0% | Added |
| Vantage Consulting Group Inc | 1,544 | $552.1K | 0.31% | +640+70.8% | Added |
| Syntax Advisors, LLC | 1,544 | $552.1K | 0.42% | +640+70.8% | Added |
| Charles Carroll Financial Partners, LLC | 1,551 | $554.4K | 0.85% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,557 | $557.0K | 0.04% | −130−7.7% | Reduced |
| Kingsview Wealth Management, LLC | 1,570 | $561.4K | 0.02% | +1,570 | New |
| Brevan Howard Capital Management LP | 1,571 | $561.8K | 0.12% | +1,571 | New |
| Roundview Capital LLC | 1,595 | $570.4K | 0.06% | −2,928−64.7% | Reduced |
| Cohen Capital Management, Inc. | 1,598 | $571.5K | 0.12% | −117−6.8% | Reduced |
| Jump Financial, LLC | 1,605 | $574.0K | 0.02% | +1,605 | New |
| United Capital Financial Advisers, LLC | 1,610 | $575.7K | 0.00% | −55−3.3% | Reduced |
| Asset Dedication, LLC | 1,594 | $578.0K | 0.05% | −3−0.2% | Reduced |
| Fairbanks Capital Management, Inc. | 1,619 | $579.0K | 0.46% | +84+5.5% | Added |
| Quinn Opportunity Partners LLC | 1,622 | $580.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,486 | $581.2K | 0.01% | −1,457−49.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,631 | $583.3K | 0.00% | −145−8.2% | Reduced |
| Vontobel Holding Ltd. | 1,645 | $588.3K | 0.01% | −288−14.9% | Reduced |
| Smithfield Trust Co | 1,653 | $595.0K | 0.04% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,665 | $595.4K | 0.00% | −51−3.0% | Reduced |
| Brown Brothers Harriman & Co | 1,666 | $595.8K | 0.00% | −17−1.0% | Reduced |
| Signaturefd, LLC | 1,672 | $597.9K | 0.02% | −173−9.4% | Reduced |
| Heard Capital LLC | 1,690 | $604.4K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,702 | $608.5K | 0.02% | −36−2.1% | Reduced |
| Veriti Management LLC | 1,702 | $608.7K | 0.07% | +115+7.2% | Added |
| Perpetual Ltd | 1,709 | $611.2K | 0.01% | +1,709 | New |
| Meeder Advisory Services, Inc. | 1,714 | $612.9K | 0.07% | +363+26.9% | Added |
| STF Management LP | 1,758 | $628.7K | 0.42% | +717+68.9% | Added |
| Pitcairn Co | 1,776 | $635.1K | 0.06% | +83+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,830 | $654.0K | 0.03% | −732−28.6% | Reduced |
| Shufro Rose & Co LLC | 1,856 | $663.7K | 0.06% | −12−0.6% | Reduced |