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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 767 | $274.3K | 0.00% | +767 | New |
| Apollon Wealth Management, LLC | 765 | $273.6K | 0.02% | −17−2.2% | Reduced |
| Tudor Investment Corp Et Al | 757 | $271.0K | 0.01% | +757 | New |
| PDS Planning, Inc | 750 | $268.2K | 0.04% | +750 | New |
| Chicago Partners Investment Group LLC | 808 | $267.3K | 0.02% | −632−43.9% | Reduced |
| Dynamic Advisor Solutions LLC | 740 | $264.6K | 0.02% | +37+5.3% | Added |
| Humankind Investments LLC | 738 | $263.9K | 0.11% | −39−5.0% | Reduced |
| Little House Capital LLC | 731 | $261.4K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 726 | $259.6K | 0.01% | +27+3.9% | Added |
| Quent Capital, LLC | 721 | $257.4K | 0.04% | +1+0.1% | Added |
| Peoples Bank | 718 | $256.8K | 0.16% | −10−1.4% | Reduced |
| Sentry Investment Management LLC | 709 | $254.0K | 0.10% | −29−3.9% | Reduced |
| Deseret Mutual Benefit Administrators | 703 | $251.4K | 0.10% | +48+7.3% | Added |
| Symmetry Partners, LLC | 700 | $250.0K | 0.01% | +700 | New |
| Atria Wealth Solutions, Inc. | 694 | $248.4K | 0.00% | −663−48.9% | Reduced |
| AdvisorNet Financial, Inc | 691 | $247.1K | 0.02% | +16+2.4% | Added |
| LVW Advisors, LLC | 687 | $245.7K | 0.05% | −3−0.4% | Reduced |
| We Are One Seven, LLC | 682 | $243.9K | 0.02% | +39+6.1% | Added |
| Biltmore Wealth Management, LLC | 680 | $243.2K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 664 | $237.5K | 0.03% | −130−16.4% | Reduced |
| Headlands Technologies LLC | 662 | $236.7K | 0.16% | +662 | New |
| Fukoku Mutual Life Insurance Co | 660 | $236.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 655 | $233.5K | 0.01% | −9,024−93.2% | Reduced |
| Axxcess Wealth Management, LLC | 651 | $232.8K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 648 | $231.7K | 0.04% | +38+6.2% | Added |
| Evergreen Capital Management LLC | 645 | $230.7K | 0.01% | +22+3.5% | Added |
| Geneos Wealth Management Inc. | 641 | $229.2K | 0.01% | −1−0.2% | Reduced |
| KCM Investment Advisors LLC | 641 | $229.2K | 0.01% | +641 | New |
| D'Orazio & Associates, Inc. | 627 | $224.2K | 0.06% | −46−6.8% | Reduced |
| Koss-Olinger Consulting, LLC | 623 | $223.0K | 0.03% | −17−2.7% | Reduced |
| Single Point Partners, LLC | 621 | $222.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 619 | $221.4K | 0.05% | −1,016−62.1% | Reduced |
| Congress Wealth Management LLC | 613 | $219.3K | 0.01% | +1+0.2% | Added |
| Fairview Capital Investment Management, LLC | 612 | $218.9K | 0.01% | −200−24.6% | Reduced |
| Interchange Capital Partners, LLC | 613 | $217.3K | 0.12% | +613 | New |
| Highlander Capital Management, LLC | 600 | $215.0K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 597 | $213.5K | 0.01% | −1,554−72.2% | Reduced |
| Ossiam | 597 | $213.5K | 0.00% | −968−61.9% | Reduced |
| Mirabella Financial Services LLP | 588 | $210.3K | 0.05% | −396−40.2% | Reduced |
| Diversified Trust Co | 580 | $207.4K | 0.01% | +580 | New |
| Ameritas Advisory Services, LLC | 580 | $206.8K | 0.01% | −386−40.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 571 | $204.2K | 0.06% | +571 | New |
| Central Trust Co | 568 | $203.1K | 0.01% | −112−16.5% | Reduced |
| Walker Asset Management, LLC | 566 | $202.4K | 0.18% | +566 | New |
| Sculati Wealth Management, LLC | 565 | $202.1K | 0.11% | +565 | New |
| EP Wealth Advisors, LLC | 28,999 | $200.7K | 0.00% | +27,777+2,273.1% | Added |
| Provident Investment Management, Inc. | 560 | $200.3K | 0.02% | +560 | New |
| Hollencrest Capital Management | 545 | $194.9K | 0.02% | +534+4,854.5% | Added |
| Aspire Private Capital, LLC | 545 | $194.9K | 0.06% | −26−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 521 | $186.3K | 0.02% | +342+191.1% | Added |
| Parallel Advisors, LLC | 515 | $184.2K | 0.01% | −21−3.9% | Reduced |
| AM Squared Ltd | 500 | $178.8K | 0.14% | +400+400.0% | Added |
| Kenfarb & Co. | 500 | $178.8K | 0.16% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 497 | $177.7K | 0.00% | −53−9.6% | Reduced |
| North Star Investment Management Corp. | 496 | $177.4K | 0.01% | +488+6,100.0% | Added |
| BerganKDV Wealth Management, LLC | 490 | $175.2K | 0.02% | −1−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 479 | $171.3K | 0.02% | −33−6.4% | Reduced |
| Clearstead Advisors, LLC | 476 | $170.2K | 0.01% | −50−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 472 | $168.8K | 0.00% | −254−35.0% | Reduced |
| Trust Co of Vermont | 461 | $164.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 449 | $160.6K | 0.14% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 410 | $147.0K | 0.03% | +181+79.0% | Added |
| Umb Bank N A | 405 | $144.8K | 0.00% | −270−40.0% | Reduced |
| Column Capital Advisors, LLC | 403 | $144.1K | 0.02% | −23−5.4% | Reduced |
| CKW Financial Group | 400 | $143.0K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 377 | $134.8K | 0.01% | +377 | New |
| Platinum Investment Management Ltd | 373 | $133.4K | 0.00% | −49−11.6% | Reduced |
| TD Private Client Wealth LLC | 369 | $132.0K | 0.01% | −26−6.6% | Reduced |
| HM Payson & Co | 368 | $131.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 366 | $130.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 359 | $128.0K | 0.00% | −924−72.0% | Reduced |
| IFP Advisors, Inc | 561 | $126.6K | 0.01% | −990−63.8% | Reduced |
| Lindbrook Capital, LLC | 348 | $124.4K | 0.01% | +92+35.9% | Added |
| MV Capital Management, Inc. | 342 | $122.3K | 0.02% | +205+149.6% | Added |
| Acadian Asset Management LLC | 341 | $120.0K | 0.00% | +208+156.4% | Added |
| GHP Investment Advisors, Inc. | 322 | $115.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $114.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 319 | $114.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 317 | $113.1K | 0.01% | +12+3.9% | Added |
| Rosenberg Matthew Hamilton | 310 | $110.9K | 0.04% | −43−12.2% | Reduced |
| Alta Advisers Ltd | 300 | $107.3K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 296 | $105.9K | 0.01% | −534−64.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $104.1K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 285 | $101.9K | 0.03% | +285 | New |
| Whittier Trust Co of Nevada Inc | 283 | $101.2K | 0.00% | −58−17.0% | Reduced |
| Parkside Financial Bank & Trust | 282 | $100.8K | 0.03% | −33−10.5% | Reduced |
| Leonteq Securities AG | 268 | $95.8K | 0.01% | −649−70.8% | Reduced |
| Natixis Investment Managers International | 264 | $94.4K | 0.01% | −171−39.3% | Reduced |
| Atlas Capital Advisors LLC | 260 | $93.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 248 | $89.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 220 | $78.7K | 0.01% | +15+7.3% | Added |
| Private Trust Co NA | 217 | $77.6K | 0.01% | −17−7.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 207 | $74.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 205 | $73.4K | 0.00% | +35+20.6% | Added |
| Pflug Koory, LLC | 204 | $73.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $71.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Sunbelt Securities, Inc. | 192 | $67.0K | 0.01% | +192 | New |
| Operose Advisors LLC | 181 | $64.7K | 0.03% | +181 | New |