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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 449 | $164.9K | 0.14% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 459 | $168.6K | 0.01% | −232−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 472 | $173.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 473 | $173.8K | 0.02% | −6−1.3% | Reduced |
| Central Trust Co | 477 | $175.2K | 0.00% | −91−16.0% | Reduced |
| BerganKDV Wealth Management, LLC | 489 | $179.6K | 0.02% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 499 | $183.3K | 0.01% | +3+0.6% | Added |
| Kenfarb & Co. | 500 | $183.7K | 0.16% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 505 | $185.5K | 0.00% | −92−15.4% | Reduced |
| First Eagle Investment Management, LLC | 505 | $185.5K | 0.00% | +8+1.6% | Added |
| Parallel Advisors, LLC | 516 | $189.6K | 0.01% | +1+0.2% | Added |
| Hollencrest Capital Management | 545 | $200.2K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 546 | $200.6K | 0.00% | −3,129−85.1% | Reduced |
| Snowden Capital Advisors LLC | 548 | $201.3K | 0.01% | +548 | New |
| Tiedemann Advisors, LLC | 550 | $202.0K | 0.01% | +550 | New |
| Roberts Wealth Advisors, LLC | 550 | $202.1K | 0.09% | +550 | New |
| Private Wealth Partners, LLC | 552 | $202.8K | 0.02% | +552 | New |
| SRS Capital Advisors, Inc. | 556 | $204.3K | 0.03% | +35+6.7% | Added |
| Provident Investment Management, Inc. | 560 | $205.7K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 561 | $206.1K | 0.02% | −103−15.5% | Reduced |
| Sculati Wealth Management, LLC | 565 | $207.6K | 0.10% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 566 | $207.9K | 0.17% | 00.0% | Unchanged |
| Diversified Trust Co | 567 | $208.3K | 0.01% | −13−2.2% | Reduced |
| SFMG, LLC | 567 | $208.3K | 0.02% | +567 | New |
| Proficio Capital Partners LLC | 568 | $208.7K | 0.03% | −80−12.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 583 | $214.2K | 0.00% | +583 | New |
| Diligent Investors, LLC | 586 | $215.3K | 0.06% | +586 | New |
| Apollon Wealth Management, LLC | 591 | $217.1K | 0.01% | −174−22.7% | Reduced |
| Evergreen Capital Management LLC | 591 | $217.1K | 0.01% | −54−8.4% | Reduced |
| Highlander Capital Management, LLC | 600 | $220.0K | 0.10% | 00.0% | Unchanged |
| AM Squared Ltd | 600 | $220.4K | 0.25% | +100+20.0% | Added |
| Paradigm Asset Management Co LLC | 600 | $220.4K | 0.06% | +600 | New |
| D'Orazio & Associates, Inc. | 609 | $223.7K | 0.05% | −18−2.9% | Reduced |
| Raymond James Trust N.A. | 615 | $226.0K | 0.01% | −192−23.8% | Reduced |
| Congress Wealth Management LLC | 616 | $226.4K | 0.01% | +3+0.5% | Added |
| Koss-Olinger Consulting, LLC | 627 | $230.0K | 0.03% | +4+0.6% | Added |
| Single Point Partners, LLC | 625 | $230.0K | 0.32% | +4+0.6% | Added |
| National Asset Management, Inc. | 628 | $230.7K | 0.01% | +628 | New |
| Credit Agricole S A | 633 | $232.5K | 0.01% | −213−25.2% | Reduced |
| Geneos Wealth Management Inc. | 641 | $235.5K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 642 | $235.9K | 0.01% | +265+70.3% | Added |
| Belpointe Asset Management LLC | 644 | $236.6K | 0.03% | −242−27.3% | Reduced |
| MAI Capital Management | 645 | $237.0K | 0.00% | +645 | New |
| Rosenbaum Jay D. | 653 | $239.9K | 0.39% | +653 | New |
| ExodusPoint Capital Management, LP | 657 | $241.0K | 0.00% | −8,472−92.8% | Reduced |
| Axxcess Wealth Management, LLC | 658 | $241.7K | 0.02% | +7+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 660 | $242.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 666 | $247.7K | 0.03% | +86+14.8% | Added |
| Atria Wealth Solutions, Inc. | 675 | $248.2K | 0.00% | −19−2.7% | Reduced |
| Conning Inc. | 697 | $256.1K | 0.01% | −130−15.7% | Reduced |
| Headlands Technologies LLC | 701 | $257.5K | 0.08% | +39+5.9% | Added |
| Sentry Investment Management LLC | 709 | $260.0K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 710 | $260.8K | 0.04% | −11−1.5% | Reduced |
| Peoples Bank | 711 | $261.2K | 0.16% | −7−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 730 | $268.0K | 0.02% | −8,288−91.9% | Reduced |
| Little House Capital LLC | 731 | $268.5K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 740 | $272.0K | 0.05% | +330+80.5% | Added |
| Sigma Planning Corp | 753 | $277.0K | 0.01% | −52−6.5% | Reduced |
| Davenport & Co LLC | 755 | $277.4K | 0.00% | −51−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 769 | $282.5K | 0.11% | +66+9.4% | Added |
| Biltmore Wealth Management, LLC | 769 | $282.5K | 0.12% | +89+13.1% | Added |
| Ferguson Wellman Capital Management, Inc | 774 | $284.3K | 0.01% | −15−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 781 | $286.9K | 0.02% | −36−4.4% | Reduced |
| Joel Isaacson & Co., LLC | 783 | $287.7K | 0.02% | +2+0.3% | Added |
| Parsons Capital Management Inc | 790 | $290.2K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $293.9K | 0.00% | +800 | New |
| Central Bank & Trust Co | 801 | $294.2K | 0.05% | −5,261−86.8% | Reduced |
| Kestra Private Wealth Services, LLC | 801 | $294.3K | 0.01% | −25−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 809 | $297.2K | 0.00% | +42+5.5% | Added |
| Fusion Capital, LLC | 818 | $300.4K | 0.17% | −61−6.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 826 | $303.4K | 0.09% | +255+44.7% | Added |
| Alpha Family Trust | 830 | $304.9K | 0.21% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 831 | $305.3K | 0.17% | +831 | New |
| Beese Fulmer Investment Management, Inc. | 836 | $307.1K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $309.0K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 841 | $309.0K | 0.04% | +91+12.1% | Added |
| Northern Financial Advisors Inc | 843 | $309.7K | 0.27% | −21−2.4% | Reduced |
| Symmetry Partners, LLC | 857 | $315.0K | 0.02% | +157+22.4% | Added |
| Silverlake Wealth Management LLC | 863 | $317.0K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 871 | $320.0K | 0.02% | +19+2.2% | Added |
| Stratos Wealth Partners, LTD. | 887 | $326.0K | 0.01% | +91+11.4% | Added |
| Segall Bryant & Hamill, LLC | 889 | $326.6K | 0.00% | −42−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 783 | $328.1K | 0.02% | −25−3.1% | Reduced |
| FRG Family Wealth Advisors LLC | 900 | $330.6K | 0.07% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 904 | $332.1K | 0.08% | 00.0% | Unchanged |
| PFS Investments Inc. | 922 | $339.0K | 0.01% | +22+2.4% | Added |
| Cipher Capital LP | 925 | $339.8K | 0.06% | +925 | New |
| Voloridge Investment Management, LLC | 936 | $343.9K | 0.00% | +936 | New |
| STF Management LP | 938 | $344.6K | 0.37% | −820−46.6% | Reduced |
| Madison Wealth Management | 942 | $346.1K | 0.07% | −48−4.8% | Reduced |
| Nilsine Partners, LLC | 944 | $346.8K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 946 | $347.5K | 0.01% | −198−17.3% | Reduced |
| Alps Advisors Inc | 962 | $353.4K | 0.00% | +10+1.1% | Added |
| Quinn Opportunity Partners LLC | 970 | $356.3K | 0.05% | −652−40.2% | Reduced |
| Balentine LLC | 976 | $358.6K | 0.01% | −367−27.3% | Reduced |
| First Capital Advisors Group, LLC. | 980 | $360.0K | 0.19% | −41−4.0% | Reduced |
| Rothschild Investment Corp | 995 | $365.0K | 0.03% | +50+5.3% | Added |
| MML Investors Services, LLC | 995 | $366.0K | 0.00% | −45−4.3% | Reduced |
| Hyman Charles D | 1,004 | $369.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,011 | $371.4K | 0.00% | +84+9.1% | Added |