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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 772 | $339.5K | 0.01% | −29−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 774 | $340.4K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 777 | $341.7K | 0.01% | +80+11.5% | Added |
| Joel Isaacson & Co., LLC | 783 | $344.4K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 789 | $347.0K | 0.03% | +8+1.0% | Added |
| FRG Family Wealth Advisors LLC | 790 | $347.5K | 0.08% | −110−12.2% | Reduced |
| Parsons Capital Management Inc | 790 | $347.5K | 0.03% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 790 | $347.5K | 0.27% | +790 | New |
| UniSuper Management Pty Ltd | 800 | $351.9K | 0.00% | 00.0% | Unchanged |
| Fusion Capital, LLC | 818 | $359.6K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 819 | $360.2K | 0.06% | −1,425−63.5% | Reduced |
| Dynamic Advisor Solutions LLC | 826 | $363.3K | 0.02% | +826 | New |
| Alpha Family Trust | 830 | $365.1K | 0.28% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 831 | $365.5K | 0.33% | −12−1.4% | Reduced |
| Hyperion Capital Advisors LP | 831 | $365.5K | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 834 | $366.8K | 0.01% | −112−11.8% | Reduced |
| Stephens Inc | 836 | $367.7K | 0.01% | −478−36.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 836 | $367.7K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $369.9K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 843 | $370.8K | 0.18% | +74+9.6% | Added |
| Ritholtz Wealth Management | 845 | $371.6K | 0.02% | +845 | New |
| Chicago Partners Investment Group LLC | 868 | $373.5K | 0.02% | +85+10.9% | Added |
| CenterStar Asset Management, LLC | 860 | $378.3K | 1.02% | +860 | New |
| Silverlake Wealth Management LLC | 863 | $379.6K | 0.21% | 00.0% | Unchanged |
| PDS Planning, Inc | 870 | $382.6K | 0.05% | +29+3.4% | Added |
| Argent Trust Co | 871 | $383.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 881 | $387.5K | 0.00% | −130−12.9% | Reduced |
| Stratos Wealth Partners, LTD. | 897 | $394.7K | 0.01% | +10+1.1% | Added |
| Bellecapital International Ltd. | 904 | $397.6K | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 906 | $399.0K | 0.00% | −89−8.9% | Reduced |
| Madison Wealth Management | 942 | $414.3K | 0.09% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 950 | $417.8K | 0.01% | −129−12.0% | Reduced |
| Nilsine Partners, LLC | 950 | $417.8K | 0.06% | +6+0.6% | Added |
| Himension Fund | 960 | $422.2K | 0.04% | +960 | New |
| Seven Eight Capital, LP | 983 | $432.3K | 0.05% | −323−24.7% | Reduced |
| Hyman Charles D | 1,004 | $442.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,008 | $443.3K | 0.01% | −46−4.4% | Reduced |
| Boston Private Wealth LLC | 1,009 | $443.8K | 0.01% | −118−10.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,013 | $445.5K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,019 | $448.2K | 0.01% | +391+62.3% | Added |
| RIA Advisory Group LLC | 1,029 | $452.6K | 0.20% | +1,029 | New |
| Tudor Investment Corp Et Al | 1,037 | $456.1K | 0.01% | −1,713−62.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,041 | $457.9K | 0.01% | −1,849−64.0% | Reduced |
| Raymond James Trust N.A. | 1,045 | $459.6K | 0.01% | +430+69.9% | Added |
| Banco Santander, S.A. | 1,053 | $463.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,059 | $466.0K | 0.04% | +64+6.4% | Added |
| Ingalls & Snyder LLC | 1,087 | $478.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,088 | $478.5K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,092 | $481.0K | 0.11% | −159−12.7% | Reduced |
| Bradley Foster & Sargent Inc | 1,310 | $481.3K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,097 | $482.5K | 0.02% | +78+7.7% | Added |
| Penserra Capital Management LLC | 1,122 | $492.0K | 0.01% | −22,183−95.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,125 | $494.8K | 0.05% | +24+2.2% | Added |
| Duff & Phelps Investment Management Co | 1,125 | $494.8K | 0.01% | −145−11.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,133 | $498.2K | 0.09% | −66−5.5% | Reduced |
| Vantage Consulting Group Inc | 1,161 | $510.6K | 0.34% | −326−21.9% | Reduced |
| Syntax Advisors, LLC | 1,161 | $510.6K | 0.45% | −326−21.9% | Reduced |
| Moody National Bank Trust Division | 1,170 | $514.6K | 0.03% | −146−11.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,182 | $519.9K | 0.05% | −74−5.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,182 | $519.9K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 1,185 | $521.2K | 0.03% | +27+2.3% | Added |
| DRW Securities, LLC | 1,191 | $524.0K | 0.04% | +138+13.1% | Added |
| Quadrant Capital Group LLC | 1,200 | $527.8K | 0.05% | +150+14.3% | Added |
| Balentine LLC | 1,203 | $529.1K | 0.02% | +227+23.3% | Added |
| Defined Wealth Management, LLC | 1,208 | $531.3K | 0.45% | +3+0.2% | Added |
| Sanders Morris Harris LLC | 1,217 | $531.8K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,218 | $535.7K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 1,221 | $537.0K | 0.01% | −53−4.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,225 | $538.8K | 0.13% | +4+0.3% | Added |
| Fiduciary Trust Co | 1,279 | $562.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,289 | $566.9K | 0.02% | +656+103.6% | Added |
| Vontobel Holding Ltd. | 1,295 | $569.6K | 0.01% | −484−27.2% | Reduced |
| Legacy Advisors, LLC | 1,300 | $571.8K | 0.09% | +12+0.9% | Added |
| United Capital Financial Advisers, LLC | 1,325 | $582.8K | 0.00% | −201−13.2% | Reduced |
| Pitcairn Co | 1,325 | $582.8K | 0.05% | +50+3.9% | Added |
| Cetera Investment Advisers | 1,326 | $583.2K | 0.01% | +157+13.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,330 | $585.0K | 0.07% | +1,330 | New |
| ICICI Prudential Asset Management Co Ltd | 1,331 | $585.4K | 0.08% | +308+30.1% | Added |
| Clarius Group, LLC | 1,339 | $588.9K | 0.06% | −183−12.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,343 | $590.7K | 0.07% | −161−10.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,347 | $592.4K | 0.02% | +219+19.4% | Added |
| Horizon Investments, LLC | 1,369 | $602.1K | 0.02% | −22−1.6% | Reduced |
| EP Wealth Advisors, LLC | 1,372 | $603.2K | 0.01% | +120+9.6% | Added |
| King Luther Capital Management Corp | 1,388 | $610.5K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,390 | $611.4K | 0.00% | −75−5.1% | Reduced |
| Qube Research & Technologies Ltd | 1,400 | $615.7K | 0.00% | +1,400 | New |
| Kinneret Advisory, LLC | 1,404 | $617.5K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,429 | $628.5K | 0.08% | −38−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,432 | $629.8K | 0.01% | +23+1.6% | Added |
| Inceptionr LLC | 1,432 | $629.8K | 0.36% | +1,432 | New |
| ABLE Financial Group, LLC | 1,445 | $635.5K | 0.32% | +1,445 | New |
| Williams Jones Wealth Management, LLC. | 1,451 | $638.2K | 0.01% | −44−2.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,455 | $639.9K | 0.10% | +102+7.5% | Added |
| Harvest Fund Management Co., Ltd | 1,495 | $658.0K | 0.11% | +755+102.0% | Added |
| Aspiriant, LLC | 1,498 | $659.0K | 0.03% | +146+10.8% | Added |
| Vise Technologies, Inc. | 1,502 | $660.6K | 0.16% | −92−5.8% | Reduced |
| Fairbanks Capital Management, Inc. | 1,508 | $663.2K | 0.56% | −74−4.7% | Reduced |
| Steel Canyon Capital, LLC | 1,508 | $663.2K | 1.19% | +1,508 | New |
| Man Group plc | – | $665.9K | 0.00% | – | – |
| Veriti Management LLC | 1,534 | $674.7K | 0.08% | +184+13.6% | Added |