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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 1,013 | $372.1K | 0.01% | −68−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,019 | $374.4K | 0.02% | +131+14.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,023 | $375.8K | 0.05% | +46+4.7% | Added |
| Quadrant Capital Group LLC | 1,050 | $385.7K | 0.04% | −138−11.6% | Reduced |
| Banco Santander, S.A. | 1,053 | $386.8K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,053 | $387.0K | 0.03% | +1,053 | New |
| Steward Partners Investment Advisory, LLC | 1,054 | $387.2K | 0.01% | +13+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,078 | $396.0K | 0.00% | −14−1.3% | Reduced |
| Gateway Investment Advisers LLC | 1,079 | $396.4K | 0.00% | −52−4.6% | Reduced |
| Ingalls & Snyder LLC | 1,087 | $399.0K | 0.02% | +160+17.3% | Added |
| Forum Financial Management, LP | 1,088 | $399.7K | 0.01% | +2+0.2% | Added |
| Desjardins Global Asset Management Inc. | 1,092 | $401.1K | 0.05% | −197−15.3% | Reduced |
| Ossiam | 1,095 | $402.3K | 0.01% | +498+83.4% | Added |
| Schechter Investment Advisors, LLC | 1,101 | $404.5K | 0.04% | −63−5.4% | Reduced |
| Boston Private Wealth LLC | 1,127 | $414.0K | 0.01% | −376−25.0% | Reduced |
| Pure Financial Advisors, Inc. | 1,128 | $414.4K | 0.02% | +3+0.3% | Added |
| Beacon Pointe Advisors, LLC | 1,139 | $418.4K | 0.01% | −124−9.8% | Reduced |
| CX Institutional | 1,158 | $425.4K | 0.02% | +503+76.8% | Added |
| Cetera Investment Advisers | 1,169 | $429.5K | 0.00% | +104+9.8% | Added |
| Shell Asset Management Co | 1,176 | $432.0K | 0.02% | −347−22.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,182 | $434.2K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,199 | $440.3K | 0.08% | +29+2.5% | Added |
| Sherbrooke Park Advisers LLC | 1,200 | $440.8K | 0.23% | +1,200 | New |
| Defined Wealth Management, LLC | 1,205 | $442.7K | 0.37% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,210 | $444.5K | 0.05% | +1,210 | New |
| Trust Asset Management LLC | 1,218 | $447.5K | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,217 | $448.1K | 0.10% | +1,217 | New |
| Prestige Wealth Management Group LLC | 1,221 | $448.6K | 0.11% | +1,174+2,497.9% | Added |
| SkyView Investment Advisors, LLC | 1,131 | $449.0K | 0.11% | −1,334−54.1% | Reduced |
| Cigna Investments Inc | 1,251 | $459.0K | 0.09% | −65−4.9% | Reduced |
| Hudson Bay Capital Management LP | 1,250 | $459.2K | 0.00% | −250−16.7% | Reduced |
| Operose Advisors LLC | 1,251 | $459.6K | 0.21% | +1,070+591.2% | Added |
| Checchi Capital Advisers, LLC | 1,256 | $461.4K | 0.04% | −47−3.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,270 | $466.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,274 | $468.0K | 0.00% | −146−10.3% | Reduced |
| Pitcairn Co | 1,275 | $468.4K | 0.04% | −501−28.2% | Reduced |
| Fiduciary Trust Co | 1,279 | $469.9K | 0.01% | −116−8.3% | Reduced |
| CIBC World Markets Inc. | 1,283 | $471.0K | 0.00% | −2−0.2% | Reduced |
| EP Wealth Advisors, LLC | 1,252 | $471.7K | 0.01% | −27,747−95.7% | Reduced |
| Legacy Advisors, LLC | 1,288 | $473.2K | 0.07% | +50+4.0% | Added |
| Banque Cantonale Vaudoise | 1,299 | $476.0K | 0.02% | −114−8.1% | Reduced |
| E Fund Management Co., Ltd. | 1,302 | $478.0K | 0.04% | −255−16.4% | Reduced |
| Seven Eight Capital, LP | 1,306 | $479.8K | 0.08% | −1,350−50.8% | Reduced |
| Bradley Foster & Sargent Inc | 1,310 | $481.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,314 | $482.7K | 0.01% | +515+64.5% | Added |
| Moody National Bank Trust Division | 1,316 | $483.5K | 0.03% | +64+5.1% | Added |
| Stock Yards Bank & Trust Co | 1,320 | $484.9K | 0.02% | −191−12.6% | Reduced |
| HB Wealth Management, LLC | 1,321 | $485.3K | 0.01% | −43−3.2% | Reduced |
| Brinker Capital Investments, LLC | 1,329 | $488.3K | 0.01% | −14−1.0% | Reduced |
| Orion Portfolio Solutions, LLC | 1,329 | $488.3K | 0.01% | −14−1.0% | Reduced |
| Advanced Portfolio Management, LLC | 1,335 | $490.4K | 0.45% | +1,335 | New |
| Colony Group LLC | 1,339 | $492.0K | 0.01% | −2−0.1% | Reduced |
| Veriti Management LLC | 1,350 | $495.9K | 0.06% | −352−20.7% | Reduced |
| Aspiriant, LLC | 1,352 | $496.8K | 0.03% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,353 | $497.1K | 0.09% | +75+5.9% | Added |
| King Luther Capital Management Corp | 1,388 | $509.9K | 0.00% | −10−0.7% | Reduced |
| Abn Amro Investment Solutions | 1,390 | $510.6K | 0.01% | −2,275−62.1% | Reduced |
| Horizon Investments, LLC | 1,391 | $511.0K | 0.01% | +76+5.8% | Added |
| Kingsview Wealth Management, LLC | 1,392 | $511.4K | 0.02% | −178−11.3% | Reduced |
| Kinneret Advisory, LLC | 1,404 | $515.8K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,409 | $517.6K | 0.01% | −20−1.4% | Reduced |
| Oak Thistle LLC | 1,446 | $531.2K | 0.28% | +1,446 | New |
| Fort Washington Investment Advisors Inc | 1,465 | $538.2K | 0.00% | −200−12.0% | Reduced |
| Landscape Capital Management, L.L.C. | 1,467 | $538.9K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,487 | $546.3K | 0.31% | −57−3.7% | Reduced |
| Syntax Advisors, LLC | 1,487 | $546.3K | 0.44% | −57−3.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,494 | $549.0K | 0.03% | −336−18.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,495 | $549.2K | 0.01% | −8−0.5% | Reduced |
| Ballentine Partners, LLC | 1,501 | $551.4K | 0.01% | −2−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,504 | $552.5K | 0.06% | −210−12.3% | Reduced |
| Jump Financial, LLC | 1,507 | $553.6K | 0.02% | −98−6.1% | Reduced |
| Clarius Group, LLC | 1,522 | $559.1K | 0.04% | +81+5.6% | Added |
| United Capital Financial Advisers, LLC | 1,526 | $560.6K | 0.00% | −84−5.2% | Reduced |
| AE Wealth Management LLC | 1,537 | $564.7K | 0.00% | +69+4.7% | Added |
| Charles Carroll Financial Partners, LLC | 1,551 | $569.8K | 0.73% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,367 | $573.8K | 0.60% | +1,367 | New |
| Verdence Capital Advisors LLC | 1,580 | $580.4K | 0.07% | +96+6.5% | Added |
| Fairbanks Capital Management, Inc. | 1,582 | $581.2K | 0.45% | −37−2.3% | Reduced |
| Vise Technologies, Inc. | 1,594 | $585.6K | 0.14% | −363−18.5% | Reduced |
| Cohen Capital Management, Inc. | 1,598 | $587.1K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,617 | $594.0K | 0.00% | −14−0.9% | Reduced |
| Clearstead Advisors, LLC | 1,618 | $594.4K | 0.04% | +1,142+239.9% | Added |
| Agf Management Ltd | 1,626 | $597.3K | 0.00% | +1,626 | New |
| Boothbay Fund Management, LLC | 1,626 | $597.3K | 0.02% | +1,626 | New |
| Coldstream Capital Management Inc | 1,636 | $600.9K | 0.02% | −66−3.9% | Reduced |
| Asset Dedication, LLC | 1,625 | $604.0K | 0.05% | +31+1.9% | Added |
| Signaturefd, LLC | 1,652 | $606.9K | 0.02% | −20−1.2% | Reduced |
| Baird Financial Group, Inc. | 1,654 | $607.6K | 0.00% | −8,610−83.9% | Reduced |
| Heard Capital LLC | 1,660 | $609.8K | 0.05% | −30−1.8% | Reduced |
| Wolf Group Capital Advisors | 1,864 | $611.4K | 0.30% | −121−6.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,684 | $618.7K | 0.57% | +1,684 | New |
| Arden Trust Co | 1,700 | $625.0K | 0.10% | −351−17.1% | Reduced |
| Cetera Advisor Networks LLC | 1,705 | $626.4K | 0.00% | −372−17.9% | Reduced |
| Summit Trail Advisors, LLC | 1,707 | $627.1K | 0.02% | +249+17.1% | Added |
| Smithfield Trust Co | 1,711 | $629.0K | 0.04% | +58+3.5% | Added |
| Maven Securities LTD | 1,730 | $635.5K | 0.09% | −1,303−43.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,778 | $653.2K | 0.01% | −118−6.2% | Reduced |
| Vontobel Holding Ltd. | 1,779 | $653.6K | 0.01% | +134+8.1% | Added |
| Savant Capital, LLC | 1,800 | $661.3K | 0.01% | +799+79.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,815 | $666.8K | 0.04% | −217−10.7% | Reduced |