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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 41 | $15.1K | 0.00% | +7+20.6% | Added |
| Bourgeon Capital Management LLC | 41 | $15.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $15.1K | 0.00% | +12+41.4% | Added |
| Nemes Rush Group LLC | 43 | $15.8K | 0.00% | +43 | New |
| GW&K Investment Management, LLC | 43 | $16.0K | 0.00% | +42+4,200.0% | Added |
| Global Financial Private Client, LLC | 46 | $16.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 48 | $17.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $17.6K | 0.00% | −14−22.6% | Reduced |
| Investors Research Corp | 48 | $17.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 43 | $17.7K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 52 | $19.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $20.2K | 0.00% | −6−9.8% | Reduced |
| Baystate Wealth Management LLC | 57 | $20.9K | 0.00% | −9−13.6% | Reduced |
| TFC Financial Management | 57 | $20.9K | 0.01% | −143−71.5% | Reduced |
| Old Second National Bank of Aurora | 58 | $21.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $21.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 61 | $22.4K | 0.00% | +6+10.9% | Added |
| BDO Wealth Advisors, LLC | 61 | $22.4K | 0.00% | +55+916.7% | Added |
| Rock Creek Group, LP | 61 | $22.4K | 0.00% | +61 | New |
| Sandy Spring Bank | 63 | $23.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $25.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $25.3K | 0.01% | −4−5.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 69 | $25.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $25.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $26.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $27.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $27.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $27.9K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $29.8K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 81 | $30.0K | 0.02% | −13,511−99.4% | Reduced |
| Catalyst Capital Advisors LLC | 84 | $30.9K | 0.00% | −7−7.7% | Reduced |
| SOA Wealth Advisors, LLC. | 86 | $31.6K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 87 | $32.0K | 0.01% | +27+45.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 88 | $32.3K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $32.7K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $33.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $34.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 93 | $34.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $34.5K | 0.01% | −13−12.1% | Reduced |
| Westpac Banking Corp | 95 | $34.9K | 0.00% | −26,809−99.6% | Reduced |
| West Branch Capital LLC | 99 | $36.4K | 0.02% | +99 | New |
| Baldwin Brothers Inc | 101 | $37.1K | 0.00% | −14−12.2% | Reduced |
| Johnson Financial Group, Inc. | 102 | $37.5K | 0.00% | +3+3.0% | Added |
| Capital Advisors, Ltd. LLC | 110 | $40.0K | 0.01% | +83+307.4% | Added |
| City Holding Co | 115 | $42.2K | 0.01% | −9−7.3% | Reduced |
| PSI Advisors, LLC | 116 | $42.6K | 0.02% | +91+364.0% | Added |
| Rosenberg Matthew Hamilton | 117 | $43.0K | 0.01% | −193−62.3% | Reduced |
| Vigilant Capital Management, LLC | 122 | $45.0K | 0.00% | +122 | New |
| Toth Financial Advisory Corp | 125 | $45.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $45.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 126 | $46.3K | 0.01% | −277−68.7% | Reduced |
| Sound Income Strategies, LLC | 131 | $48.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 137 | $50.3K | 0.00% | +32+30.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $56.2K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 153 | $56.2K | 0.02% | +39+34.2% | Added |
| Colonial Trust Advisors | 156 | $57.3K | 0.01% | −1−0.6% | Reduced |
| Zions Bancorporation, N.A. | 159 | $58.4K | 0.00% | −17−9.7% | Reduced |
| Allworth Financial LP | 160 | $58.9K | 0.00% | −45−22.0% | Reduced |
| Covestor Ltd | 163 | $60.0K | 0.05% | +111+213.5% | Added |
| TCTC Holdings, LLC | 168 | $61.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $62.1K | 0.02% | +1+0.6% | Added |
| China Universal Asset Management Co., Ltd. | 170 | $62.5K | 0.02% | +124+269.6% | Added |
| Fairfield, Bush & Co. | 172 | $63.2K | 0.02% | +172 | New |
| Spire Wealth Management | 173 | $63.6K | 0.00% | +3+1.8% | Added |
| Western Pacific Wealth Management, LP | 185 | $68.0K | 0.05% | +185 | New |
| Anchor Investment Management, LLC | 197 | $72.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $72.4K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $74.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $74.9K | 0.00% | +74+56.9% | Added |
| Private Trust Co NA | 222 | $81.5K | 0.01% | +5+2.3% | Added |
| Glassman Wealth Services | 223 | $81.9K | 0.01% | +3+1.4% | Added |
| Sunbelt Securities, Inc. | 224 | $82.3K | 0.01% | +32+16.7% | Added |
| Baker Avenue Asset Management, LP | 224 | $82.3K | 0.00% | +204+1,020.0% | Added |
| One River Asset Management, LLC | 231 | $83.8K | 0.07% | +82+55.0% | Added |
| Hanson & Doremus Investment Management | 248 | $91.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 249 | $91.5K | 0.01% | −15−5.7% | Reduced |
| Umb Bank N A | 256 | $94.0K | 0.00% | −149−36.8% | Reduced |
| Atlas Capital Advisors LLC | 266 | $97.7K | 0.01% | +6+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 280 | $102.9K | 0.00% | −3−1.1% | Reduced |
| Parkside Financial Bank & Trust | 285 | $104.7K | 0.02% | +3+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 291 | $106.9K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 299 | $108.0K | 0.00% | −42−12.3% | Reduced |
| Alta Advisers Ltd | 300 | $110.2K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 311 | $114.3K | 0.00% | −58−15.7% | Reduced |
| Global Retirement Partners, LLC | 316 | $116.1K | 0.01% | −1−0.3% | Reduced |
| Bartlett & Co. LLC | 319 | $117.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $117.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 565 | $127.5K | 0.01% | +4+0.7% | Added |
| GHP Investment Advisors, Inc. | 302 | $129.1K | 0.01% | −20−6.2% | Reduced |
| MV Capital Management, Inc. | 353 | $129.7K | 0.02% | +11+3.2% | Added |
| Lindbrook Capital, LLC | 357 | $131.2K | 0.01% | +9+2.6% | Added |
| TD Waterhouse Canada Inc. | 366 | $134.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 366 | $134.5K | 0.00% | −2−0.5% | Reduced |
| Leonteq Securities AG | 381 | $140.0K | 0.01% | +113+42.2% | Added |
| Centiva Capital, LP | 386 | $141.8K | 0.01% | −653−62.8% | Reduced |
| Ci Investments Inc. | 393 | $144.0K | 0.00% | +34+9.5% | Added |
| CKW Financial Group | 400 | $147.0K | 0.02% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 406 | $149.2K | 0.01% | +33+8.8% | Added |
| Trust Co of Vermont | 436 | $160.2K | 0.01% | −25−5.4% | Reduced |