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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 3,390 | $1.21M | 0.36% | −1,445−29.9% | Reduced |
| Perigon Wealth Management, LLC | 3,390 | $1.21M | 0.07% | +3,390 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,310 | $1.18M | 0.03% | −57−1.7% | Reduced |
| CSM Advisors, LLC | 3,294 | $1.18M | 0.10% | +1,000+43.6% | Added |
| Baxter Bros Inc | 3,291 | $1.18M | 0.19% | −278−7.8% | Reduced |
| Wetherby Asset Management Inc | 3,271 | $1.17M | 0.07% | −63−1.9% | Reduced |
| Estate Counselors, LLC | 3,235 | $1.16M | 0.15% | +3,235 | New |
| Sumitomo Life Insurance Co | 3,214 | $1.15M | 0.10% | −33−1.0% | Reduced |
| Banque Pictet & Cie SA | 3,210 | $1.15M | 0.01% | −1,083−25.2% | Reduced |
| California First Leasing Corp | 3,199 | $1.14M | 0.76% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,175 | $1.14M | 0.08% | −472−12.9% | Reduced |
| Two Sigma Securities, LLC | 3,167 | $1.13M | 0.09% | −125−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,119 | $1.11M | 0.04% | −1,902−37.9% | Reduced |
| Cornercap Investment Counsel Inc | 3,080 | $1.10M | 0.19% | +209+7.3% | Added |
| Maven Securities LTD | 3,033 | $1.08M | 0.17% | −3,747−55.3% | Reduced |
| Mercer Global Advisors Inc | 3,022 | $1.08M | 0.00% | +74+2.5% | Added |
| South State Corp. | 3,011 | $1.08M | 0.10% | −1,058−26.0% | Reduced |
| Blueshift Asset Management, LLC | 3,002 | $1.07M | 0.45% | +3,002 | New |
| III Capital Management | 3,000 | $1.07M | 0.07% | +3,000 | New |
| United Asset Strategies, Inc. | 2,993 | $1.07M | 0.14% | −148−4.7% | Reduced |
| Hall Laurie J Trustee | 2,870 | $1.03M | 0.44% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,860 | $1.02M | 0.02% | −393−12.1% | Reduced |
| Wolverine Trading, LLC | 2,849 | $994.0K | 0.03% | +2,849 | New |
| Point72 Middle East FZE | 2,773 | $991.7K | 0.06% | −23,746−89.5% | Reduced |
| Callan Family Office, LLC | 2,756 | $985.6K | 0.24% | +2,756 | New |
| Cohen Klingenstein LLC | 2,700 | $965.5K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,656 | $949.8K | 0.20% | +2,656 | New |
| Regions Financial Corp | 2,648 | $947.0K | 0.01% | −66−2.4% | Reduced |
| Eos Management, L.P. | 2,600 | $930.0K | 0.49% | −1,335−33.9% | Reduced |
| Vista Investment Management | 2,570 | $919.1K | 0.49% | +291+12.8% | Added |
| Everence Capital Management Inc | 2,520 | $901.0K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,465 | $882.0K | 0.21% | +190+8.4% | Added |
| Advisory Services Network, LLC | 2,428 | $868.3K | 0.02% | −193−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,404 | $860.0K | 0.00% | +741+44.6% | Added |
| Shira Ridge Wealth Management | 2,392 | $855.4K | 0.56% | +7+0.3% | Added |
| Whittier Trust Co | 2,370 | $847.5K | 0.02% | +409+20.9% | Added |
| Private Advisor Group, LLC | 2,345 | $838.5K | 0.01% | +2,345 | New |
| Tiaa, FSB | 2,331 | $833.6K | 0.00% | −161−6.5% | Reduced |
| CAPROCK Group, Inc. | 2,270 | $811.8K | 0.06% | +392+20.9% | Added |
| Virtu Financial LLC | 2,259 | $808.0K | 0.09% | −7,035−75.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,215 | $792.1K | 0.20% | +75+3.5% | Added |
| Fortis Capital Management LLC | 2,202 | $787.6K | 0.32% | +498+29.2% | Added |
| Westside Investment Management, Inc. | 2,194 | $784.6K | 0.23% | −10−0.5% | Reduced |
| Argyle Capital Management Inc. | 2,185 | $781.4K | 0.27% | 00.0% | Unchanged |
| Greenleaf Trust | 2,180 | $779.6K | 0.01% | −23−1.0% | Reduced |
| Circle Wealth Management, LLC | 2,115 | $756.3K | 0.11% | −7−0.3% | Reduced |
| Cetera Advisor Networks LLC | 2,077 | $742.6K | 0.01% | +64+3.2% | Added |
| Arden Trust Co | 2,051 | $733.0K | 0.13% | −478−18.9% | Reduced |
| CWM, LLC | 2,048 | $732.0K | 0.00% | +106+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,032 | $726.7K | 0.05% | +150+8.0% | Added |
| K.J. Harrison & Partners Inc | 2,000 | $715.2K | 0.14% | +2,000 | New |
| Wolf Group Capital Advisors | 1,985 | $709.9K | 0.35% | −167−7.8% | Reduced |
| La Banque Postale Asset Management SA | 1,980 | $708.1K | 0.02% | +906+84.4% | Added |
| Vise Technologies, Inc. | 1,957 | $699.8K | 0.18% | +393+25.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,953 | $698.0K | 0.06% | +1,953 | New |
| Sawtooth Solutions, LLC | 1,897 | $678.4K | 0.02% | +952+100.7% | Added |
| Sequoia Financial Advisors, LLC | 1,896 | $678.0K | 0.02% | +97+5.4% | Added |
| Bleakley Financial Group, LLC | 1,895 | $677.7K | 0.02% | +17+0.9% | Added |
| Keybank National Association | 1,885 | $674.1K | 0.00% | −650−25.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,879 | $671.9K | 0.06% | +726+63.0% | Added |
| Cheviot Value Management, LLC | 1,866 | $667.3K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,857 | $664.1K | 0.08% | +1,857 | New |
| Shufro Rose & Co LLC | 1,856 | $663.7K | 0.06% | −12−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,830 | $654.0K | 0.03% | −732−28.6% | Reduced |
| Pitcairn Co | 1,776 | $635.1K | 0.06% | +83+4.9% | Added |
| STF Management LP | 1,758 | $628.7K | 0.42% | +717+68.9% | Added |
| Meeder Advisory Services, Inc. | 1,714 | $612.9K | 0.07% | +363+26.9% | Added |
| Perpetual Ltd | 1,709 | $611.2K | 0.01% | +1,709 | New |
| Veriti Management LLC | 1,702 | $608.7K | 0.07% | +115+7.2% | Added |
| Coldstream Capital Management Inc | 1,702 | $608.5K | 0.02% | −36−2.1% | Reduced |
| Heard Capital LLC | 1,690 | $604.4K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,672 | $597.9K | 0.02% | −173−9.4% | Reduced |
| Brown Brothers Harriman & Co | 1,666 | $595.8K | 0.00% | −17−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 1,665 | $595.4K | 0.00% | −51−3.0% | Reduced |
| Smithfield Trust Co | 1,653 | $595.0K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,645 | $588.3K | 0.01% | −288−14.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,631 | $583.3K | 0.00% | −145−8.2% | Reduced |
| Pathstone Family Office, LLC | 1,486 | $581.2K | 0.01% | −1,457−49.5% | Reduced |
| Quinn Opportunity Partners LLC | 1,622 | $580.0K | 0.06% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,619 | $579.0K | 0.46% | +84+5.5% | Added |
| Asset Dedication, LLC | 1,594 | $578.0K | 0.05% | −3−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 1,610 | $575.7K | 0.00% | −55−3.3% | Reduced |
| Jump Financial, LLC | 1,605 | $574.0K | 0.02% | +1,605 | New |
| Cohen Capital Management, Inc. | 1,598 | $571.5K | 0.12% | −117−6.8% | Reduced |
| Roundview Capital LLC | 1,595 | $570.4K | 0.06% | −2,928−64.7% | Reduced |
| Brevan Howard Capital Management LP | 1,571 | $561.8K | 0.12% | +1,571 | New |
| Kingsview Wealth Management, LLC | 1,570 | $561.4K | 0.02% | +1,570 | New |
| E Fund Management Co., Ltd. | 1,557 | $557.0K | 0.04% | −130−7.7% | Reduced |
| Charles Carroll Financial Partners, LLC | 1,551 | $554.4K | 0.85% | 00.0% | Unchanged |
| 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 |
| Shell Asset Management Co | 1,523 | $545.0K | 0.02% | +45+3.0% | Added |
| Kula Investments, LLC | 1,522 | $544.3K | 0.13% | +1,522 | New |
| Insight Wealth Strategies, LLC | 1,522 | $544.1K | 0.11% | +21+1.4% | Added |
| Kestra Advisory Services, LLC | 1,518 | $542.7K | 0.01% | −996−39.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,511 | $540.0K | 0.02% | −193−11.3% | Reduced |
| 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 |
| Hudson Bay Capital Management LP | 1,500 | $536.4K | 0.01% | +1,500 | New |