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 |
|---|---|---|---|---|---|
| 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 |
| Landscape Capital Management, L.L.C. | 1,429 | $628.5K | 0.08% | −38−2.6% | Reduced |
| Kinneret Advisory, LLC | 1,404 | $617.5K | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,400 | $615.7K | 0.00% | +1,400 | New |
| Fort Washington Investment Advisors Inc | 1,390 | $611.4K | 0.00% | −75−5.1% | Reduced |
| King Luther Capital Management Corp | 1,388 | $610.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,372 | $603.2K | 0.01% | +120+9.6% | Added |
| Horizon Investments, LLC | 1,369 | $602.1K | 0.02% | −22−1.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,347 | $592.4K | 0.02% | +219+19.4% | Added |
| Meeder Advisory Services, Inc. | 1,343 | $590.7K | 0.07% | −161−10.7% | Reduced |
| Clarius Group, LLC | 1,339 | $588.9K | 0.06% | −183−12.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,331 | $585.4K | 0.08% | +308+30.1% | Added |
| Campbell & CO Investment Adviser LLC | 1,330 | $585.0K | 0.07% | +1,330 | New |
| Cetera Investment Advisers | 1,326 | $583.2K | 0.01% | +157+13.4% | 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 |
| Legacy Advisors, LLC | 1,300 | $571.8K | 0.09% | +12+0.9% | Added |
| Vontobel Holding Ltd. | 1,295 | $569.6K | 0.01% | −484−27.2% | Reduced |
| Credit Agricole S A | 1,289 | $566.9K | 0.02% | +656+103.6% | Added |
| Fiduciary Trust Co | 1,279 | $562.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,225 | $538.8K | 0.13% | +4+0.3% | Added |
| Huntington National Bank | 1,221 | $537.0K | 0.01% | −53−4.2% | Reduced |
| Trust Asset Management LLC | 1,218 | $535.7K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,217 | $531.8K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,208 | $531.3K | 0.45% | +3+0.2% | Added |
| Balentine LLC | 1,203 | $529.1K | 0.02% | +227+23.3% | Added |
| Quadrant Capital Group LLC | 1,200 | $527.8K | 0.05% | +150+14.3% | Added |
| DRW Securities, LLC | 1,191 | $524.0K | 0.04% | +138+13.1% | Added |
| CX Institutional | 1,185 | $521.2K | 0.03% | +27+2.3% | Added |
| 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 |
| Moody National Bank Trust Division | 1,170 | $514.6K | 0.03% | −146−11.1% | 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 |
| Institute for Wealth Management, LLC. | 1,133 | $498.2K | 0.09% | −66−5.5% | Reduced |
| Duff & Phelps Investment Management Co | 1,125 | $494.8K | 0.01% | −145−11.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,125 | $494.8K | 0.05% | +24+2.2% | Added |
| Penserra Capital Management LLC | 1,122 | $492.0K | 0.01% | −22,183−95.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,097 | $482.5K | 0.02% | +78+7.7% | Added |
| Bradley Foster & Sargent Inc | 1,310 | $481.3K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,092 | $481.0K | 0.11% | −159−12.7% | Reduced |
| Forum Financial Management, LP | 1,088 | $478.5K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,087 | $478.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,059 | $466.0K | 0.04% | +64+6.4% | Added |
| Banco Santander, S.A. | 1,053 | $463.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,045 | $459.6K | 0.01% | +430+69.9% | Added |
| Meiji Yasuda Life Insurance Co | 1,041 | $457.9K | 0.01% | −1,849−64.0% | Reduced |
| Tudor Investment Corp Et Al | 1,037 | $456.1K | 0.01% | −1,713−62.3% | Reduced |
| RIA Advisory Group LLC | 1,029 | $452.6K | 0.20% | +1,029 | New |
| National Asset Management, Inc. | 1,019 | $448.2K | 0.01% | +391+62.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,013 | $445.5K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,009 | $443.8K | 0.01% | −118−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,008 | $443.3K | 0.01% | −46−4.4% | Reduced |
| Hyman Charles D | 1,004 | $442.0K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 983 | $432.3K | 0.05% | −323−24.7% | Reduced |
| Himension Fund | 960 | $422.2K | 0.04% | +960 | New |
| 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 |
| Madison Wealth Management | 942 | $414.3K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 906 | $399.0K | 0.00% | −89−8.9% | Reduced |
| Bellecapital International Ltd. | 904 | $397.6K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 897 | $394.7K | 0.01% | +10+1.1% | Added |
| Federated Hermes, Inc. | 881 | $387.5K | 0.00% | −130−12.9% | Reduced |
| Argent Trust Co | 871 | $383.1K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 870 | $382.6K | 0.05% | +29+3.4% | Added |
| Silverlake Wealth Management LLC | 863 | $379.6K | 0.21% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 860 | $378.3K | 1.02% | +860 | New |
| Chicago Partners Investment Group LLC | 868 | $373.5K | 0.02% | +85+10.9% | Added |
| Ritholtz Wealth Management | 845 | $371.6K | 0.02% | +845 | New |
| Deseret Mutual Benefit Administrators | 843 | $370.8K | 0.18% | +74+9.6% | Added |
| Means Investment Co., Inc. | 841 | $369.9K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 836 | $367.7K | 0.01% | −478−36.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 836 | $367.7K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 834 | $366.8K | 0.01% | −112−11.8% | Reduced |
| 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 |
| Alpha Family Trust | 830 | $365.1K | 0.28% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 826 | $363.3K | 0.02% | +826 | New |
| XTX Topco Ltd | 819 | $360.2K | 0.06% | −1,425−63.5% | Reduced |
| Fusion Capital, LLC | 818 | $359.6K | 0.20% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $351.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Dorsey & Whitney Trust CO LLC | 789 | $347.0K | 0.03% | +8+1.0% | Added |
| Joel Isaacson & Co., LLC | 783 | $344.4K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 777 | $341.7K | 0.01% | +80+11.5% | Added |
| Ferguson Wellman Capital Management, Inc | 774 | $340.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 772 | $339.5K | 0.01% | −29−3.6% | Reduced |
| Strategic Advocates LLC | 770 | $338.7K | 0.16% | +770 | New |
| Biltmore Wealth Management, LLC | 769 | $338.2K | 0.16% | 00.0% | Unchanged |
| Atom Investors LP | 768 | $337.8K | 0.08% | +768 | New |
| Sigma Planning Corp | 760 | $334.7K | 0.01% | +7+0.9% | Added |
| MAI Capital Management | 756 | $332.5K | 0.00% | +111+17.2% | Added |
| Davenport & Co LLC | 755 | $332.1K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 750 | $329.9K | 0.00% | −500−40.0% | Reduced |
| Little House Capital LLC | 731 | $321.5K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 720 | $316.7K | 0.01% | −600−45.5% | Reduced |
| Peoples Bank | 711 | $312.7K | 0.20% | 00.0% | Unchanged |