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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 179 | $64.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 176 | $62.9K | 0.01% | −1−0.6% | Reduced |
| Spire Wealth Management | 170 | $60.8K | 0.00% | −109−39.1% | Reduced |
| TCTC Holdings, LLC | 168 | $60.1K | 0.00% | +165+5,500.0% | Added |
| Versant Capital Management, Inc | 168 | $60.0K | 0.02% | +103+158.5% | Added |
| Colonial Trust Advisors | 157 | $56.1K | 0.01% | −40−20.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $54.7K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 146 | $53.8K | 0.03% | +146 | New |
| One River Asset Management, LLC | 149 | $52.0K | 0.04% | +86+136.5% | Added |
| Sound Income Strategies, LLC | 131 | $46.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $46.5K | 0.00% | +20+18.2% | Added |
| Toth Financial Advisory Corp | 125 | $44.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $44.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 124 | $44.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $41.1K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 114 | $40.8K | 0.01% | −20−14.9% | Reduced |
| Ellevest, Inc. | 114 | $40.8K | 0.00% | +40+54.1% | Added |
| Grove Bank & Trust | 107 | $38.3K | 0.01% | +13+13.8% | Added |
| Harbour Investments, Inc. | 105 | $37.5K | 0.00% | −62−37.1% | Reduced |
| Johnson Financial Group, Inc. | 99 | $35.4K | 0.00% | −29−22.7% | 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 |
| 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 |
| Parallax Volatility Advisers, L.P. | 90 | $32.2K | 0.00% | +30+50.0% | Added |
| Accel Wealth Management | 89 | $31.8K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $31.8K | 0.02% | −7−7.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 88 | $31.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 86 | $30.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $29.3K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $29.0K | 0.02% | 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 |
| Hexagon Capital Partners LLC | 73 | $26.1K | 0.01% | −9−11.0% | Reduced |
| Ancora Advisors, LLC | 73 | $26.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $25.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $25.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $24.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $24.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $24.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 66 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 63 | $22.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 62 | $22.2K | 0.01% | +15+31.9% | Added |
| CVA Family Office, LLC | 61 | $21.8K | 0.00% | −134−68.7% | Reduced |
| M&R Capital Management Inc | 60 | $21.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $20.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $20.7K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 55 | $19.7K | 0.00% | +32+139.1% | Added |
| Community Bank, N.A. | 54 | $19.3K | 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 |
| Investors Research Corp | 48 | $17.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 48 | $17.2K | 0.01% | +24+100.0% | Added |
| Prestige Wealth Management Group LLC | 47 | $16.8K | 0.00% | −5−9.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 46 | $16.4K | 0.01% | +46 | New |
| Global Financial Private Client, LLC | 46 | $16.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 43 | $15.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $13.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $13.2K | 0.01% | −126−77.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 34 | $12.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $11.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $11.1K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 32 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $10.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $10.4K | 0.00% | −15−34.1% | Reduced |
| Cranbrook Wealth Management, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $10.0K | 0.00% | −5−15.2% | Reduced |
| Focused Wealth Management, Inc | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 28 | $10.0K | 0.00% | −16−36.4% | Reduced |
| Steward Financial Group LLC | 30 | $10.0K | 0.00% | +19+172.7% | Added |
| Capital Advisors, Ltd. LLC | 27 | $10.0K | 0.00% | −57−67.9% | Reduced |
| Oakworth Capital, Inc. | 27 | $9.65K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $9.65K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $9.30K | 0.00% | −2,201−98.8% | Reduced |
| WealthPLAN Partners, LLC | 26 | $9.30K | 0.00% | +26 | New |
| Ulland Investment Advisors, LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 26 | $9.00K | 0.01% | +26 | New |
| Antonetti Capital Management LLC | 25 | $8.94K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 25 | $8.94K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $8.58K | 0.01% | +9+60.0% | Added |
| Venturi Wealth Management, LLC | 24 | $8.58K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 25 | $8.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $8.23K | 0.00% | +3+15.0% | Added |
| TD Ameritrade Investment Management, LLC | 23 | $8.00K | 0.00% | +6+35.3% | Added |
| Financial Management Professionals, Inc. | 21 | $8.00K | 0.00% | +5+31.3% | Added |
| Arcadia Investment Management Corp | 20 | $7.15K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $7.15K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20 | $7.15K | 0.00% | +4+25.0% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $7.15K | 0.00% | +20 | New |
| Grayhawk Investment Strategies Inc. | 15 | $7.00K | 0.00% | +15 | New |
| NewSquare Capital LLC | 19 | $6.79K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $6.79K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 18 | $6.44K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 18 | $6.44K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |