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 |
|---|---|---|---|---|---|
| Rosenbaum Jay D. | 653 | $239.9K | 0.39% | +653 | New |
| MAI Capital Management | 645 | $237.0K | 0.00% | +645 | New |
| Belpointe Asset Management LLC | 644 | $236.6K | 0.03% | −242−27.3% | Reduced |
| Edge Capital Group, LLC | 642 | $235.9K | 0.01% | +265+70.3% | Added |
| Geneos Wealth Management Inc. | 641 | $235.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 633 | $232.5K | 0.01% | −213−25.2% | Reduced |
| National Asset Management, Inc. | 628 | $230.7K | 0.01% | +628 | New |
| 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 |
| Congress Wealth Management LLC | 616 | $226.4K | 0.01% | +3+0.5% | Added |
| Raymond James Trust N.A. | 615 | $226.0K | 0.01% | −192−23.8% | Reduced |
| D'Orazio & Associates, Inc. | 609 | $223.7K | 0.05% | −18−2.9% | Reduced |
| AM Squared Ltd | 600 | $220.4K | 0.25% | +100+20.0% | Added |
| Paradigm Asset Management Co LLC | 600 | $220.4K | 0.06% | +600 | New |
| Highlander Capital Management, LLC | 600 | $220.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 591 | $217.1K | 0.01% | −54−8.4% | Reduced |
| Apollon Wealth Management, LLC | 591 | $217.1K | 0.01% | −174−22.7% | Reduced |
| Diligent Investors, LLC | 586 | $215.3K | 0.06% | +586 | New |
| Prime Capital Investment Advisors, LLC | 583 | $214.2K | 0.00% | +583 | New |
| Proficio Capital Partners LLC | 568 | $208.7K | 0.03% | −80−12.3% | Reduced |
| SFMG, LLC | 567 | $208.3K | 0.02% | +567 | New |
| Diversified Trust Co | 567 | $208.3K | 0.01% | −13−2.2% | Reduced |
| Walker Asset Management, LLC | 566 | $207.9K | 0.17% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $207.6K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 561 | $206.1K | 0.02% | −103−15.5% | Reduced |
| Provident Investment Management, Inc. | 560 | $205.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 556 | $204.3K | 0.03% | +35+6.7% | Added |
| Private Wealth Partners, LLC | 552 | $202.8K | 0.02% | +552 | New |
| Roberts Wealth Advisors, LLC | 550 | $202.1K | 0.09% | +550 | New |
| Tiedemann Advisors, LLC | 550 | $202.0K | 0.01% | +550 | New |
| Snowden Capital Advisors LLC | 548 | $201.3K | 0.01% | +548 | New |
| Los Angeles Capital Management LLC | 546 | $200.6K | 0.00% | −3,129−85.1% | Reduced |
| Hollencrest Capital Management | 545 | $200.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 516 | $189.6K | 0.01% | +1+0.2% | Added |
| 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 |
| Kenfarb & Co. | 500 | $183.7K | 0.16% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 499 | $183.3K | 0.01% | +3+0.6% | Added |
| BerganKDV Wealth Management, LLC | 489 | $179.6K | 0.02% | −1−0.2% | Reduced |
| Central Trust Co | 477 | $175.2K | 0.00% | −91−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 473 | $173.8K | 0.02% | −6−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 472 | $173.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 459 | $168.6K | 0.01% | −232−33.6% | Reduced |
| Solstein Capital, LLC | 449 | $164.9K | 0.14% | 00.0% | Unchanged |
| Trust Co of Vermont | 436 | $160.2K | 0.01% | −25−5.4% | Reduced |
| Platinum Investment Management Ltd | 406 | $149.2K | 0.01% | +33+8.8% | Added |
| CKW Financial Group | 400 | $147.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 393 | $144.0K | 0.00% | +34+9.5% | Added |
| Centiva Capital, LP | 386 | $141.8K | 0.01% | −653−62.8% | Reduced |
| Leonteq Securities AG | 381 | $140.0K | 0.01% | +113+42.2% | Added |
| HM Payson & Co | 366 | $134.5K | 0.00% | −2−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 366 | $134.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 357 | $131.2K | 0.01% | +9+2.6% | Added |
| MV Capital Management, Inc. | 353 | $129.7K | 0.02% | +11+3.2% | Added |
| GHP Investment Advisors, Inc. | 302 | $129.1K | 0.01% | −20−6.2% | Reduced |
| IFP Advisors, Inc | 565 | $127.5K | 0.01% | +4+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 319 | $117.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 319 | $117.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 316 | $116.1K | 0.01% | −1−0.3% | Reduced |
| TD Private Client Wealth LLC | 311 | $114.3K | 0.00% | −58−15.7% | Reduced |
| Alta Advisers Ltd | 300 | $110.2K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 299 | $108.0K | 0.00% | −42−12.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $106.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 285 | $104.7K | 0.02% | +3+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 280 | $102.9K | 0.00% | −3−1.1% | Reduced |
| Atlas Capital Advisors LLC | 266 | $97.7K | 0.01% | +6+2.3% | Added |
| Umb Bank N A | 256 | $94.0K | 0.00% | −149−36.8% | Reduced |
| Natixis Investment Managers International | 249 | $91.5K | 0.01% | −15−5.7% | Reduced |
| Hanson & Doremus Investment Management | 248 | $91.0K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 231 | $83.8K | 0.07% | +82+55.0% | 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 |
| Glassman Wealth Services | 223 | $81.9K | 0.01% | +3+1.4% | Added |
| Private Trust Co NA | 222 | $81.5K | 0.01% | +5+2.3% | Added |
| Pflug Koory, LLC | 204 | $74.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $74.9K | 0.00% | +74+56.9% | Added |
| Anchor Investment Management, LLC | 197 | $72.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $72.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 185 | $68.0K | 0.05% | +185 | New |
| Spire Wealth Management | 173 | $63.6K | 0.00% | +3+1.8% | Added |
| Fairfield, Bush & Co. | 172 | $63.2K | 0.02% | +172 | New |
| China Universal Asset Management Co., Ltd. | 170 | $62.5K | 0.02% | +124+269.6% | Added |
| Versant Capital Management, Inc | 169 | $62.1K | 0.02% | +1+0.6% | Added |
| TCTC Holdings, LLC | 168 | $61.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $60.0K | 0.05% | +111+213.5% | Added |
| Allworth Financial LP | 160 | $58.9K | 0.00% | −45−22.0% | Reduced |
| Zions Bancorporation, N.A. | 159 | $58.4K | 0.00% | −17−9.7% | Reduced |
| Colonial Trust Advisors | 156 | $57.3K | 0.01% | −1−0.6% | Reduced |
| AXS Investments LLC | 153 | $56.2K | 0.02% | +39+34.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $56.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 137 | $50.3K | 0.00% | +32+30.5% | Added |
| Sound Income Strategies, LLC | 131 | $48.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 126 | $46.3K | 0.01% | −277−68.7% | Reduced |
| Toth Financial Advisory Corp | 125 | $45.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $45.9K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 122 | $45.0K | 0.00% | +122 | New |
| Rosenberg Matthew Hamilton | 117 | $43.0K | 0.01% | −193−62.3% | Reduced |
| PSI Advisors, LLC | 116 | $42.6K | 0.02% | +91+364.0% | Added |
| City Holding Co | 115 | $42.2K | 0.01% | −9−7.3% | Reduced |
| Capital Advisors, Ltd. LLC | 110 | $40.0K | 0.01% | +83+307.4% | Added |