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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, Q2 2023

Institutional positions in Charter Communications, Inc. as of Jun 30, 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
844
−12 vs. Q1 2023
Shares held
99.3M
−1.88M (−1.9%) vs. Q1 2023
Total value
$36.5B
+$302.7M (+0.8%) vs. Q1 2023
New holders
75
242 more added
Sold out
87
351 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 844 institutions
Q1 2021: 997 institutionsQ2 2021: 993 institutionsQ3 2021: 1,014 institutionsQ4 2021: 1,044 institutionsQ1 2022: 992 institutionsQ2 2022: 944 institutionsQ3 2022: 837 institutionsQ4 2022: 888 institutionsQ1 2023: 862 institutionsQ2 2023: 844 institutionsQ3 2023: 890 institutionsQ4 2023: 909 institutionsQ1 2024: 826 institutionsQ2 2024: 788 institutionsQ3 2024: 839 institutionsQ4 2024: 864 institutionsQ1 2025: 879 institutionsQ2 2025: 889 institutionsQ3 2025: 805 institutionsQ4 2025: 798 institutionsQ1 2026: 791 institutionsQ2 2026: 788 institutions
Value heldQ2 2023: $36.5B
Q1 2021: $81.8BQ2 2021: $93.5BQ3 2021: $90.9BQ4 2021: $78.5BQ1 2022: $61.3BQ2 2022: $50.2BQ3 2022: $31.3BQ4 2022: $35.1BQ1 2023: $36.2BQ2 2023: $36.5BQ3 2023: $43.3BQ4 2023: $38.1BQ1 2024: $29.8BQ2 2024: $31.4BQ3 2024: $33.3BQ4 2024: $35.0BQ1 2025: $38.3BQ2 2025: $42.0BQ3 2025: $27.3BQ4 2025: $21.3BQ1 2026: $21.3BQ2 2026: $14.2B
Institutions holding CHTR and their total value by quarter
QuarterHoldersValue
Q2 2026788$14.2B
Q1 2026791$21.3B
Q4 2025798$21.3B
Q3 2025805$27.3B
Q2 2025889$42.0B
Q1 2025879$38.3B
Q4 2024864$35.0B
Q3 2024839$33.3B
Q2 2024788$31.4B
Q1 2024826$29.8B
Q4 2023909$38.1B
Q3 2023890$43.3B
Q2 2023844$36.5B
Q1 2023862$36.2B
Q4 2022888$35.1B
Q3 2022837$31.3B
Q2 2022944$50.2B
Q1 2022992$61.3B
Q4 20211,044$78.5B
Q3 20211,014$90.9B
Q2 2021993$93.5B
Q1 2021997$81.8B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2023.

Institutions holding CHTR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Rise Advisors, LLC1$3670.00%00.0%Unchanged
Global Wealth Strategies & Associates1$3670.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.1$3670.00%00.0%Unchanged
Motco1$3670.00%+1New
Delos Wealth Advisors, LLC1$3680.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC1$3680.00%+1New
Trifecta Capital Advisors, LLC2$7350.00%00.0%Unchanged
True Wealth Design, LLC2$7350.00%00.0%Unchanged
Bogart Wealth, LLC2$7350.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.2$7350.00%00.0%Unchanged
Manchester Capital Management LLC2$7350.00%+2New
Financial Synergies Wealth Advisors, Inc.2$7350.00%+2New
Strategic Investment Solutions, Inc.3$9840.00%−3−50.0%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
First PREMIER Bank4$1.00K0.00%00.0%Unchanged
TSFG, LLC3$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC4$1.00K0.00%+4New
Arrow Financial Corp3$1.10K0.00%00.0%Unchanged
Coastal Capital Group, Inc.3$1.10K0.00%00.0%Unchanged
Missouri Trust & Investment Co3$1.10K0.00%+3New
Tradewinds Capital Management, LLC3$1.10K0.00%00.0%Unchanged
Pacific Center for Financial Services3$1.10K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC4$1.30K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.41K0.00%00.0%Unchanged
Logan Capital Management Inc4$1.47K0.00%00.0%Unchanged
Arlington Partners LLC4$1.47K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$1.47K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.4$1.47K0.00%+1+33.3%Added
Mendota Financial Group, LLC5$1.84K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$1.84K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.84K0.00%00.0%Unchanged
DB Wealth Management Group, LLC5$1.84K0.00%00.0%Unchanged
KB Financial Partners, LLC5$2.00K0.00%−1,175−99.6%Reduced
Tyler-Stone Wealth Management6$2.00K0.00%+6New
American National Bank6$2.20K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A6$2.20K0.00%+6New
Carmichael Hill & Associates, Inc.6$2.21K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$2.57K0.00%−7−50.0%Reduced
HHM Wealth Advisors, LLC7$2.57K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$2.57K0.00%00.0%Unchanged
Financial Perspectives, Inc7$2.57K0.00%00.0%Unchanged
Archer Investment Corp7$2.57K0.00%+7New
Adirondack Trust Co7$2.84K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.94K0.00%00.0%Unchanged
Valley National Advisers Inc6$3.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$3.00K0.00%+7New
SJS Investment Consulting Inc.10$3.67K0.00%−2−16.7%Reduced
Disciplined Investments, LLC10$3.67K0.00%−2−16.7%Reduced
Hazlett, Burt & Watson, Inc.11$4.00K0.00%00.0%Unchanged
Bollard Group LLC10$4.00K0.00%+10New
Eagle Bay Advisors LLC11$4.04K0.00%00.0%Unchanged
Key Financial Inc11$4.04K0.00%+11New
Cornerstone Planning Group LLC12$4.41K0.00%+12New
Level Financial Advisors, Inc.12$4.41K0.00%+12New
Lee Financial Co12$4.41K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC12$4.75K0.00%+12New
Cullen/Frost Bankers, Inc.13$4.78K0.00%−194−93.7%Reduced
Salem Investment Counselors Inc13$4.78K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC13$4.78K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.13$4.78K0.00%+6+85.7%Added
Grayhawk Investment Strategies Inc.15$5.51K0.00%00.0%Unchanged
Proequities, Inc.16$5.88K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC16$5.88K0.00%00.0%Unchanged
Abound Wealth Management16$5.88K0.00%+1+6.7%Added
St Germain D J Co Inc16$5.88K0.00%+16New
TD Ameritrade Investment Management, LLC16$6.00K0.00%−7−30.4%Reduced
Edmond de Rothschild Holding S.A.18$6.61K0.00%00.0%Unchanged
NewSquare Capital LLC19$6.98K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$6.98K0.00%00.0%Unchanged
Loomis Sayles & Co L P20$7.00K0.00%−8−28.6%Reduced
Financial Freedom, LLC20$7.35K0.01%00.0%Unchanged
Retirement Group, LLC20$7.35K0.00%+3+17.6%Added
Bell Investment Advisors, Inc20$7.35K0.00%−3−13.0%Reduced
Arcadia Investment Management Corp20$7.35K0.00%00.0%Unchanged
Financial Management Professionals, Inc.21$8.00K0.00%00.0%Unchanged
WealthPLAN Partners, LLC24$8.82K0.00%−2−7.7%Reduced
Venturi Wealth Management, LLC24$8.82K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC25$9.00K0.01%00.0%Unchanged
Antonetti Capital Management LLC25$9.18K0.01%00.0%Unchanged
JJJ Advisors Inc.25$9.19K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC26$9.43K0.00%+26New
Bellevue Asset Management, LLC27$9.92K0.01%00.0%Unchanged
Oakworth Capital, Inc.27$9.92K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC28$10.3K0.00%00.0%Unchanged
Focused Wealth Management, Inc28$10.3K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC28$10.3K0.00%00.0%Unchanged
Aspire Private Capital, LLC30$11.0K0.00%−515−94.5%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP30$11.0K0.00%00.0%Unchanged
Larson Financial Group LLC32$11.8K0.00%00.0%Unchanged
Assetmark, Inc33$12.1K0.00%+7+26.9%Added
Marquette Asset Management, LLC33$12.1K0.00%+33New
Kistler-Tiffany Companies, LLC35$12.9K0.00%00.0%Unchanged
Gradient Investments LLC35$12.9K0.00%+4+12.9%Added
Cary Street Partner Investment Advisory LLC36$13.2K0.00%−5−12.2%Reduced
Sutton Wealth Advisors Inc.37$13.6K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC41$13.9K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC39$14.3K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc40$14.7K0.01%+40New
Harel Insurance Investments & Financial Services Ltd.42$15.0K0.00%00.0%Unchanged