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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 334 | $146.9K | 0.01% | −125−27.2% | Reduced |
| Operose Advisors LLC | 341 | $150.0K | 0.06% | −910−72.7% | Reduced |
| Cubist Systematic Strategies, LLC | 349 | $153.5K | 0.00% | −23,692−98.5% | Reduced |
| Western Pacific Wealth Management, LP | 358 | $157.5K | 0.13% | +173+93.5% | Added |
| TD Waterhouse Canada Inc. | 366 | $160.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 398 | $175.0K | 0.02% | +41+11.5% | Added |
| CKW Financial Group | 400 | $176.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 406 | $179.0K | 0.01% | −770−65.5% | Reduced |
| HM Payson & Co | 424 | $186.5K | 0.00% | +58+15.8% | Added |
| SRS Capital Advisors, Inc. | 431 | $189.6K | 0.02% | −125−22.5% | Reduced |
| Solstein Capital, LLC | 449 | $197.5K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 457 | $201.0K | 0.03% | +457 | New |
| ISAM Funds (UK) Ltd | 463 | $203.6K | 0.13% | +463 | New |
| Central Bank & Trust Co | 471 | $207.2K | 0.04% | −330−41.2% | Reduced |
| Apollon Wealth Management, LLC | 471 | $207.2K | 0.01% | −120−20.3% | Reduced |
| V-Square Quantitative Management LLC | 472 | $207.6K | 0.09% | +472 | New |
| EverSource Wealth Advisors, LLC | 472 | $207.6K | 0.02% | −1−0.2% | Reduced |
| Kathmere Capital Management, LLC | 486 | $213.8K | 0.03% | +486 | New |
| Convergence Investment Partners, LLC | 485 | $214.0K | 0.13% | +485 | New |
| We Are One Seven, LLC | 487 | $214.2K | 0.02% | +487 | New |
| Cladis Investment Advisory, LLC | 489 | $215.1K | 0.19% | +489 | New |
| Meyer Handelman Co | 491 | $216.0K | 0.01% | +491 | New |
| Spears Abacus Advisors LLC | 491 | $216.0K | 0.02% | +491 | New |
| Palisades Hudson Asset Management, L.P. | 495 | $217.0K | 0.12% | +495 | New |
| North Star Investment Management Corp. | 499 | $219.5K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 500 | $219.9K | 0.20% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 500 | $219.9K | 0.05% | +500 | New |
| Kearns & Associates LLC | 500 | $219.9K | 0.21% | +500 | New |
| Moors & Cabot, Inc. | 505 | $222.1K | 0.02% | +505 | New |
| First Foundation Advisors | 506 | $222.5K | 0.01% | +506 | New |
| Twin Tree Management, LP | 509 | $223.9K | 0.01% | −122,135−99.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 511 | $224.7K | 0.02% | −149−22.6% | Reduced |
| Parallel Advisors, LLC | 515 | $226.5K | 0.01% | −1−0.2% | Reduced |
| Graypoint LLC | 521 | $229.1K | 0.02% | +521 | New |
| First Eagle Investment Management, LLC | 527 | $231.8K | 0.00% | +22+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 531 | $233.5K | 0.00% | −52−8.9% | Reduced |
| Everett Harris & Co | 531 | $233.5K | 0.00% | +531 | New |
| Vectors Research Management, LLC | 537 | $236.0K | 0.08% | +537 | New |
| Courier Capital LLC | 537 | $236.2K | 0.02% | +537 | New |
| Evoke Wealth, LLC | 537 | $236.2K | 0.01% | +537 | New |
| Ascent Group, LLC | 588 | $237.8K | 0.03% | +588 | New |
| QRG Capital Management, Inc. | 541 | $237.9K | 0.00% | +541 | New |
| Morningstar Investment Management LLC | 543 | $239.0K | 0.03% | +543 | New |
| Pinnacle Associates Ltd | 544 | $239.3K | 0.00% | +544 | New |
| Powell Investment Advisors, LLC | 544 | $239.3K | 0.14% | +544 | New |
| Hollencrest Capital Management | 545 | $239.7K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 548 | $241.0K | 0.03% | +548 | New |
| Tiedemann Advisors, LLC | 550 | $241.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 550 | $241.9K | 0.08% | −276−33.4% | Reduced |
| Private Wealth Partners, LLC | 552 | $242.8K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 554 | $243.7K | 0.01% | +554 | New |
| IFP Advisors, Inc | 554 | $243.8K | 0.01% | −11−1.9% | Reduced |
| Desjardins Global Asset Management Inc. | 555 | $244.1K | 0.03% | −537−49.2% | Reduced |
| Cozad Asset Management Inc | 555 | $244.1K | 0.03% | +555 | New |
| China Universal Asset Management Co., Ltd. | 558 | $245.4K | 0.07% | +388+228.2% | Added |
| SFMG, LLC | 561 | $246.7K | 0.03% | −6−1.1% | Reduced |
| Intech Investment Management LLC | 563 | $247.6K | 0.00% | −2,028−78.3% | Reduced |
| Sculati Wealth Management, LLC | 565 | $248.5K | 0.13% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 565 | $248.5K | 0.02% | −165−22.6% | Reduced |
| Cetera Advisors LLC | 566 | $248.7K | 0.00% | +566 | New |
| Walker Asset Management, LLC | 566 | $248.9K | 0.22% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 550 | $249.9K | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 575 | $252.9K | 0.00% | +575 | New |
| Wedmont Private Capital | 575 | $254.4K | 0.03% | +575 | New |
| Diligent Investors, LLC | 579 | $254.7K | 0.08% | −7−1.2% | Reduced |
| Cutler Group LP | 585 | $257.0K | 0.04% | +585 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 585 | $257.3K | 0.44% | +585 | New |
| Flagship Harbor Advisors, LLC | 586 | $257.8K | 0.02% | +586 | New |
| Sentry Investment Management LLC | 589 | $259.0K | 0.12% | −120−16.9% | Reduced |
| Evergreen Capital Management LLC | 592 | $260.4K | 0.01% | +1+0.2% | Added |
| Proficio Capital Partners LLC | 595 | $261.7K | 0.03% | +27+4.8% | Added |
| Belpointe Asset Management LLC | 599 | $263.5K | 0.03% | −45−7.0% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $263.9K | 0.07% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $264.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 606 | $266.5K | 0.01% | +39+6.9% | Added |
| Congress Wealth Management LLC | 613 | $269.6K | 0.01% | −3−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 624 | $274.4K | 0.01% | −34−5.2% | Reduced |
| Rosenbaum Jay D. | 627 | $275.8K | 0.46% | −26−4.0% | Reduced |
| Symmetry Partners, LLC | 627 | $276.0K | 0.01% | −230−26.8% | Reduced |
| Koss-Olinger Consulting, LLC | 627 | $276.0K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 630 | $277.1K | 0.03% | +69+12.3% | Added |
| Geneos Wealth Management Inc. | 641 | $281.9K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 642 | $282.4K | 0.02% | 00.0% | Unchanged |
| Moore Capital Management, LP | 644 | $283.2K | 0.01% | +644 | New |
| Laurion Capital Management LP | 648 | $285.0K | 0.01% | +648 | New |
| Bridgefront Capital, LLC | 656 | $288.5K | 0.20% | +656 | New |
| D'Orazio & Associates, Inc. | 674 | $296.4K | 0.07% | +65+10.7% | Added |
| Quent Capital, LLC | 693 | $304.8K | 0.05% | −17−2.4% | Reduced |
| Edgestream Partners, L.P. | 709 | $311.8K | 0.02% | +709 | New |
| Peoples Bank | 711 | $312.7K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 711 | $312.7K | 0.01% | +711 | New |
| Stock Yards Bank & Trust Co | 720 | $316.7K | 0.01% | −600−45.5% | Reduced |
| Little House Capital LLC | 731 | $321.5K | 0.13% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 750 | $329.9K | 0.00% | −500−40.0% | Reduced |
| Davenport & Co LLC | 755 | $332.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 756 | $332.5K | 0.00% | +111+17.2% | Added |
| Sigma Planning Corp | 760 | $334.7K | 0.01% | +7+0.9% | Added |
| Atom Investors LP | 768 | $337.8K | 0.08% | +768 | New |
| Biltmore Wealth Management, LLC | 769 | $338.2K | 0.16% | 00.0% | Unchanged |
| Strategic Advocates LLC | 770 | $338.7K | 0.16% | +770 | New |