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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 1,538 | $676.4K | 0.02% | +37+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,546 | $680.0K | 0.03% | +52+3.5% | Added |
| Charles Carroll Financial Partners, LLC | 1,551 | $682.2K | 0.85% | 00.0% | Unchanged |
| Colony Group LLC | 1,552 | $683.0K | 0.01% | +213+15.9% | Added |
| Cohen Capital Management, Inc. | 1,566 | $688.8K | 0.14% | −32−2.0% | Reduced |
| E Fund Management Co., Ltd. | 1,572 | $691.0K | 0.05% | +270+20.7% | Added |
| Beacon Pointe Advisors, LLC | 1,580 | $694.9K | 0.01% | +441+38.7% | Added |
| PGGM Investments | 1,596 | $702.0K | 0.01% | −517−24.5% | Reduced |
| Asset Dedication, LLC | 1,591 | $703.0K | 0.06% | −34−2.1% | Reduced |
| Bellwether Advisors, LLC | 1,603 | $705.0K | 0.19% | +1,603 | New |
| Arden Trust Co | 1,620 | $712.5K | 0.12% | −80−4.7% | Reduced |
| HighVista Strategies LLC | 1,634 | $718.7K | 0.33% | −300−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,644 | $723.1K | 0.00% | +27+1.7% | Added |
| Central Trust Co | 1,647 | $724.4K | 0.02% | +1,170+245.3% | Added |
| Heard Capital LLC | 1,660 | $730.1K | 0.05% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,684 | $740.7K | 0.72% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,684 | $740.7K | 0.03% | +292+21.0% | Added |
| Ostrum Asset Management | 1,687 | $742.0K | 0.07% | −1,850−52.3% | Reduced |
| Verdence Capital Advisors LLC | 1,714 | $753.9K | 0.08% | +134+8.5% | Added |
| Dark Forest Capital Management LP | 1,723 | $757.8K | 0.06% | +1,723 | New |
| Banque Cantonale Vaudoise | 1,730 | $761.0K | 0.04% | +431+33.2% | Added |
| Summit Trail Advisors, LLC | 1,744 | $767.0K | 0.03% | +37+2.2% | Added |
| Centiva Capital, LP | 1,761 | $774.5K | 0.04% | +1,375+356.2% | Added |
| Coldstream Capital Management Inc | 1,768 | $777.4K | 0.03% | +132+8.1% | Added |
| Smithfield Trust Co | 1,801 | $795.0K | 0.05% | +90+5.3% | Added |
| HB Wealth Management, LLC | 1,812 | $797.0K | 0.01% | +491+37.2% | Added |
| Wolf Group Capital Advisors | 1,819 | $800.0K | 0.38% | −45−2.4% | Reduced |
| Kestra Advisory Services, LLC | 1,829 | $804.4K | 0.01% | −63−3.3% | Reduced |
| South State Corp. | 1,839 | $808.8K | 0.08% | −386−17.3% | Reduced |
| Signaturefd, LLC | 1,858 | $817.2K | 0.02% | +206+12.5% | Added |
| Tiaa Trust, National Association | 1,860 | $818.1K | 0.00% | +1,860 | New |
| Keybank National Association | 1,864 | $819.8K | 0.00% | −35−1.8% | Reduced |
| Cheviot Value Management, LLC | 1,866 | $820.7K | 0.18% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,871 | $822.9K | 0.30% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,886 | $829.5K | 0.16% | +1,886 | New |
| CAPROCK Group, Inc. | 1,897 | $834.3K | 0.06% | −225−10.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,903 | $836.8K | 0.01% | +125+7.0% | Added |
| La Banque Postale Asset Management SA | 1,907 | $838.7K | 0.02% | −73−3.7% | Reduced |
| Shufro Rose & Co LLC | 1,913 | $841.4K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,918 | $843.6K | 0.00% | −8,819−82.1% | Reduced |
| Wright Investors Service Inc | 1,922 | $845.3K | 0.25% | +1,922 | New |
| Atlas Capital Advisors LLC | 1,956 | $860.3K | 0.14% | +1,690+635.3% | Added |
| Agf Management Ltd | 1,960 | $862.0K | 0.01% | +334+20.5% | Added |
| Advisory Services Network, LLC | 1,962 | $862.9K | 0.02% | −102−4.9% | Reduced |
| Savant Capital, LLC | 1,982 | $871.7K | 0.01% | +182+10.1% | Added |
| LRT Capital Management, LLC | 2,019 | $888.0K | 0.62% | +2,019 | New |
| Tokio Marine Asset Management Co Ltd | 2,061 | $906.5K | 0.06% | +246+13.6% | Added |
| Los Angeles Capital Management LLC | 2,066 | $908.7K | 0.00% | +1,520+278.4% | Added |
| Fred Alger Management, LLC | 2,095 | $921.4K | 0.01% | +2,095 | New |
| Clearstead Advisors, LLC | 2,111 | $928.5K | 0.06% | +493+30.5% | Added |
| Kingswood Wealth Advisors, LLC | 2,116 | $930.7K | 0.16% | +2,116 | New |
| Headlands Technologies LLC | 2,125 | $934.6K | 0.46% | +1,424+203.1% | Added |
| Circle Wealth Management, LLC | 2,128 | $935.9K | 0.02% | +7+0.3% | Added |
| BFSG, LLC | 2,149 | $945.0K | 0.15% | +2,149 | New |
| Vestcor Inc | 2,160 | $950.0K | 0.03% | −3,716−63.2% | Reduced |
| Cornerstone Advisors, LLC | 2,200 | $967.6K | 0.05% | +2,200 | New |
| Westside Investment Management, Inc. | 2,281 | $1.00M | 0.29% | −81−3.4% | Reduced |
| DoubleLine ETF Adviser LP | 2,283 | $1.00M | 0.36% | −4,891−68.2% | Reduced |
| CWM, LLC | 2,303 | $1.01M | 0.01% | +162+7.6% | Added |
| Whittier Trust Co | 2,356 | $1.04M | 0.02% | −14−0.6% | Reduced |
| Vinva Investment Management Ltd | 2,358 | $1.05M | 0.10% | −313−11.7% | Reduced |
| Shira Ridge Wealth Management | 2,395 | $1.05M | 0.69% | +3+0.1% | Added |
| III Capital Management | 2,400 | $1.06M | 0.06% | −4,636−65.9% | Reduced |
| Fortune Financial Advisors, LLC | 2,412 | $1.06M | 0.81% | +39+1.6% | Added |
| STF Management LP | 2,416 | $1.06M | 0.56% | +1,478+157.6% | Added |
| AE Wealth Management LLC | 2,445 | $1.08M | 0.01% | +908+59.1% | Added |
| CIBC Private Wealth Group, LLC | 2,468 | $1.09M | 0.00% | +1,659+205.1% | Added |
| Regions Financial Corp | 2,473 | $1.09M | 0.01% | −72−2.8% | Reduced |
| Maven Securities LTD | 2,513 | $1.11M | 0.12% | +783+45.3% | Added |
| Everence Capital Management Inc | 2,520 | $1.11M | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,547 | $1.12M | 0.10% | −330−11.5% | Reduced |
| Eos Management, L.P. | 2,600 | $1.14M | 0.54% | 00.0% | Unchanged |
| Greenleaf Trust | 2,612 | $1.15M | 0.01% | +611+30.5% | Added |
| Vista Investment Management | 2,635 | $1.16M | 0.61% | −14−0.5% | Reduced |
| GTS Securities LLC | 2,656 | $1.17M | 0.02% | +737+38.4% | Added |
| Cohen Klingenstein LLC | 2,700 | $1.19M | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,773 | $1.22M | 0.01% | +821+42.1% | Added |
| Mercer Global Advisors Inc | 2,835 | $1.25M | 0.00% | −11−0.4% | Reduced |
| Hall Laurie J Trustee | 2,870 | $1.26M | 0.54% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,873 | $1.26M | 0.04% | −1,188−29.3% | Reduced |
| Choate Investment Advisors | 2,926 | $1.29M | 0.05% | +2,926 | New |
| Sumitomo Life Insurance Co | 2,928 | $1.29M | 0.04% | −42−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,939 | $1.29M | 0.03% | −712−19.5% | Reduced |
| Baxter Bros Inc | 3,015 | $1.33M | 0.20% | −212−6.6% | Reduced |
| Bleakley Financial Group, LLC | 3,029 | $1.33M | 0.05% | −57−1.8% | Reduced |
| Sawtooth Solutions, LLC | 3,029 | $1.33M | 0.04% | −56−1.8% | Reduced |
| Baird Financial Group, Inc. | 3,035 | $1.33M | 0.00% | +1,381+83.5% | Added |
| Ossiam | 3,047 | $1.34M | 0.02% | +1,952+178.3% | Added |
| Wetherby Asset Management Inc | 3,155 | $1.39M | 0.08% | +67+2.2% | Added |
| Ontario Teachers Pension Plan Board | 3,159 | $1.39M | 0.02% | −2,898−47.8% | Reduced |
| Amica Retiree Medical Trust | 3,174 | $1.40M | 1.64% | −218−6.4% | Reduced |
| Fortis Capital Management LLC | 3,186 | $1.40M | 0.44% | +277+9.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,212 | $1.41M | 0.04% | −65−2.0% | Reduced |
| Estate Counselors, LLC | 3,225 | $1.42M | 0.19% | −10−0.3% | Reduced |
| CSM Advisors, LLC | 3,294 | $1.45M | 0.13% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,324 | $1.46M | 0.28% | −121−3.5% | Reduced |
| United Asset Strategies, Inc. | 3,340 | $1.47M | 0.19% | +139+4.3% | Added |
| Brinker Capital Investments, LLC | 3,418 | $1.50M | 0.02% | +2,089+157.2% | Added |
| Orion Portfolio Solutions, LLC | 3,418 | $1.50M | 0.02% | +2,089+157.2% | Added |
| Perigon Wealth Management, LLC | 3,421 | $1.50M | 0.06% | −20−0.6% | Reduced |