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 | 888 | $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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 16 | $5.72K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 16 | $5.72K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 16 | $5.72K | 0.00% | −8−33.3% | Reduced |
| Abound Wealth Management | 15 | $5.37K | 0.00% | +1+7.1% | Added |
| Stonebridge Capital Advisors LLC | 14 | $5.01K | 0.00% | +7+100.0% | Added |
| Salem Investment Counselors Inc | 13 | $4.65K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $4.65K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 12 | $4.29K | 0.00% | +3+33.3% | Added |
| SJS Investment Consulting Inc. | 12 | $4.29K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $4.29K | 0.00% | +4+50.0% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $3.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.86K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 5 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 7 | $2.50K | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 7 | $2.50K | 0.00% | +7 | New |
| Ahrens Investment Partners LLC | 7 | $2.50K | 0.00% | +7 | New |
| American National Bank | 6 | $2.15K | 0.00% | −31−83.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 6 | $2.15K | 0.00% | −6−50.0% | Reduced |
| BDO Wealth Advisors, LLC | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $2.15K | 0.00% | +6 | New |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | +3+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $1.79K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 4 | $1.43K | 0.00% | −83−95.4% | Reduced |
| Red Tortoise LLC | 4 | $1.43K | 0.00% | −2−33.3% | Reduced |
| Logan Capital Management Inc | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $1.07K | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| First PREMIER Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $720 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $716 | 0.00% | −1−33.3% | Reduced |
| Wolff Wiese Magana LLC | 2 | $716 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $716 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $715 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2 | $715 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $715 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $358 | 0.00% | – | – |
| Rise Advisors, LLC | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1 | $358 | 0.00% | +1 | New |
| Adirondack Retirement Specialists, Inc. | 1 | $348 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | −12−92.3% | Reduced |
| Summit Wealth Group, LLC | 26,106 | $0 | 0.00% | +26,106 | New |
| Longview Partners (Guernsey) LTD | 0 | $0 | 0.00% | −930,960−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −89,101−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −87,800−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −34,789−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,865−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −19,827−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −9,209−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −9,078−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,891−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,826−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −6,793−100.0% | Sold out |
| Selkirk Management LLC | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −6,681−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,207−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,223−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,723−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |