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, Q3 2023
Institutional positions in Charter Communications, Inc. as of Sep 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
- 890
- +56 vs. Q2 2023
- Shares held
- 98.4M
- −876.8K (−0.9%) vs. Q2 2023
- Total value
- $43.3B
- +$6.81B (+18.7%) vs. Q2 2023
- New holders
- 116
- 272 more added
- Sold out
- 60
- 306 more reduced
10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 33 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 33 | $14.5K | 0.02% | +33 | New |
| Marquette Asset Management, LLC | 33 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $15.0K | 0.00% | −1−2.9% | Reduced |
| Venturi Wealth Management, LLC | 34 | $15.0K | 0.00% | +10+41.7% | Added |
| Rock Creek Group, LP | 37 | $16.3K | 0.00% | −24−39.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 39 | $17.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $17.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 42 | $18.5K | 0.01% | +5+13.5% | Added |
| West Branch Capital LLC | 42 | $18.6K | 0.01% | −57−57.6% | Reduced |
| Global Financial Private Client, LLC | 46 | $20.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $21.1K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 48 | $21.1K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 49 | $21.6K | 0.00% | +8+19.5% | Added |
| Cary Street Partner Investment Advisory LLC | 49 | $21.6K | 0.00% | +13+36.1% | Added |
| Magnolia Capital Management Ltd | 52 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $24.6K | 0.01% | −13−18.8% | Reduced |
| Baystate Wealth Management LLC | 57 | $25.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 57 | $25.1K | 0.00% | +9+18.8% | Added |
| Old Second National Bank of Aurora | 58 | $25.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $25.9K | 0.00% | +16+37.2% | Added |
| Core Alternative Capital | 61 | $26.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 67 | $29.5K | 0.01% | +42+168.0% | Added |
| Front Row Advisors LLC | 68 | $29.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $29.9K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $30.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $30.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $31.2K | 0.01% | +71 | New |
| Ancora Advisors, LLC | 73 | $32.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 73 | $32.1K | 0.00% | +10+15.9% | Added |
| First Horizon Advisors, Inc. | 76 | $33.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $33.4K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $35.6K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $36.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $37.0K | 0.00% | +42+97.7% | Added |
| AXS Investments LLC | 86 | $37.8K | 0.01% | −67−43.8% | Reduced |
| SOA Wealth Advisors, LLC. | 86 | $37.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 87 | $38.3K | 0.00% | −14−13.9% | Reduced |
| M&R Capital Management Inc | 87 | $38.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $38.7K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $39.1K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 89 | $39.1K | 0.00% | −13−12.7% | Reduced |
| Montag A & Associates Inc | 91 | $40.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $40.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $41.3K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 95 | $41.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 110 | $48.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 111 | $48.8K | 0.00% | +27+32.1% | Added |
| PSI Advisors, LLC | 113 | $49.7K | 0.02% | −3−2.6% | Reduced |
| City Holding Co | 115 | $50.6K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 119 | $52.9K | 0.02% | −112−48.5% | Reduced |
| Column Capital Advisors, LLC | 122 | $53.7K | 0.01% | −4−3.2% | Reduced |
| Toth Financial Advisory Corp | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 129 | $56.0K | 0.01% | +129 | New |
| Sound Income Strategies, LLC | 131 | $57.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 141 | $62.0K | 0.02% | +24+20.5% | Added |
| SkyView Investment Advisors, LLC | 151 | $66.0K | 0.03% | −980−86.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $67.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $69.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 161 | $70.8K | 0.00% | −12−6.9% | Reduced |
| Harbour Investments, Inc. | 165 | $72.6K | 0.00% | +28+20.4% | Added |
| TCTC Holdings, LLC | 168 | $73.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $74.3K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $78.6K | 0.00% | +186+6,200.0% | Added |
| Concord Wealth Partners | 187 | $82.2K | 0.02% | +187 | New |
| West Paces Advisors Inc. | 197 | $86.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 198 | $87.2K | 0.00% | +38+23.8% | Added |
| Pflug Koory, LLC | 204 | $89.7K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 219 | $96.0K | 0.07% | +56+34.4% | Added |
| Private Trust Co NA | 222 | $97.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 223 | $98.1K | 0.00% | −1−0.4% | Reduced |
| Massmutual Trust Co FSB | 223 | $98.1K | 0.00% | +19+9.3% | Added |
| Glassman Wealth Services | 227 | $99.8K | 0.02% | +4+1.8% | Added |
| Natixis Investment Managers International | 233 | $102.5K | 0.01% | −16−6.4% | Reduced |
| Sunbelt Securities, Inc. | 239 | $105.1K | 0.01% | +15+6.7% | Added |
| TD Private Client Wealth LLC | 244 | $107.3K | 0.00% | −67−21.5% | Reduced |
| Hanson & Doremus Investment Management | 248 | $109.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 272 | $119.6K | 0.01% | −164−37.6% | Reduced |
| Exchange Traded Concepts, LLC | 274 | $120.5K | 0.00% | −231−45.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $123.1K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 285 | $125.3K | 0.04% | +285 | New |
| Leonteq Securities AG | 291 | $128.0K | 0.01% | −90−23.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $128.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 292 | $128.0K | 0.00% | −101−25.7% | Reduced |
| Acadian Asset Management LLC | 299 | $130.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $131.9K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 302 | $135.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 310 | $136.3K | 0.02% | −43−12.2% | Reduced |
| Parkside Financial Bank & Trust | 313 | $137.7K | 0.03% | +28+9.8% | Added |
| Bartlett & Co. LLC | 319 | $140.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $140.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 326 | $141.1K | 0.01% | +10+3.2% | Added |
| Platinum Investment Management Ltd | 322 | $141.6K | 0.01% | −84−20.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 326 | $143.4K | 0.00% | −146−30.9% | Reduced |
| Umb Bank N A | 329 | $144.7K | 0.00% | +73+28.5% | Added |