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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 711 | $312.7K | 0.01% | +711 | New |
| Edgestream Partners, L.P. | 709 | $311.8K | 0.02% | +709 | New |
| Quent Capital, LLC | 693 | $304.8K | 0.05% | −17−2.4% | Reduced |
| D'Orazio & Associates, Inc. | 674 | $296.4K | 0.07% | +65+10.7% | Added |
| Bridgefront Capital, LLC | 656 | $288.5K | 0.20% | +656 | New |
| Laurion Capital Management LP | 648 | $285.0K | 0.01% | +648 | New |
| Moore Capital Management, LP | 644 | $283.2K | 0.01% | +644 | New |
| Edge Capital Group, LLC | 642 | $282.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 641 | $281.9K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 630 | $277.1K | 0.03% | +69+12.3% | Added |
| Symmetry Partners, LLC | 627 | $276.0K | 0.01% | −230−26.8% | Reduced |
| Koss-Olinger Consulting, LLC | 627 | $276.0K | 0.04% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 627 | $275.8K | 0.46% | −26−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 624 | $274.4K | 0.01% | −34−5.2% | Reduced |
| Congress Wealth Management LLC | 613 | $269.6K | 0.01% | −3−0.5% | Reduced |
| Diversified Trust Co | 606 | $266.5K | 0.01% | +39+6.9% | Added |
| Highlander Capital Management, LLC | 600 | $264.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $263.9K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 599 | $263.5K | 0.03% | −45−7.0% | Reduced |
| Proficio Capital Partners LLC | 595 | $261.7K | 0.03% | +27+4.8% | Added |
| Evergreen Capital Management LLC | 592 | $260.4K | 0.01% | +1+0.2% | Added |
| Sentry Investment Management LLC | 589 | $259.0K | 0.12% | −120−16.9% | Reduced |
| Flagship Harbor Advisors, LLC | 586 | $257.8K | 0.02% | +586 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 585 | $257.3K | 0.44% | +585 | New |
| Cutler Group LP | 585 | $257.0K | 0.04% | +585 | New |
| Diligent Investors, LLC | 579 | $254.7K | 0.08% | −7−1.2% | Reduced |
| Wedmont Private Capital | 575 | $254.4K | 0.03% | +575 | New |
| Envestnet Portfolio Solutions, Inc. | 575 | $252.9K | 0.00% | +575 | New |
| Roberts Wealth Advisors, LLC | 550 | $249.9K | 0.11% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 566 | $248.9K | 0.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 566 | $248.7K | 0.00% | +566 | New |
| Goelzer Investment Management, Inc. | 565 | $248.5K | 0.02% | −165−22.6% | Reduced |
| Sculati Wealth Management, LLC | 565 | $248.5K | 0.13% | 00.0% | Unchanged |
| Intech Investment Management LLC | 563 | $247.6K | 0.00% | −2,028−78.3% | Reduced |
| SFMG, LLC | 561 | $246.7K | 0.03% | −6−1.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 558 | $245.4K | 0.07% | +388+228.2% | Added |
| 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 |
| IFP Advisors, Inc | 554 | $243.8K | 0.01% | −11−1.9% | Reduced |
| Waldron Private Wealth LLC | 554 | $243.7K | 0.01% | +554 | New |
| Private Wealth Partners, LLC | 552 | $242.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 550 | $241.9K | 0.08% | −276−33.4% | Reduced |
| Tiedemann Advisors, LLC | 550 | $241.8K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 548 | $241.0K | 0.03% | +548 | New |
| Hollencrest Capital Management | 545 | $239.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 544 | $239.3K | 0.00% | +544 | New |
| Powell Investment Advisors, LLC | 544 | $239.3K | 0.14% | +544 | New |
| Morningstar Investment Management LLC | 543 | $239.0K | 0.03% | +543 | New |
| QRG Capital Management, Inc. | 541 | $237.9K | 0.00% | +541 | New |
| Ascent Group, LLC | 588 | $237.8K | 0.03% | +588 | New |
| Courier Capital LLC | 537 | $236.2K | 0.02% | +537 | New |
| Evoke Wealth, LLC | 537 | $236.2K | 0.01% | +537 | New |
| Vectors Research Management, LLC | 537 | $236.0K | 0.08% | +537 | New |
| Prime Capital Investment Advisors, LLC | 531 | $233.5K | 0.00% | −52−8.9% | Reduced |
| Everett Harris & Co | 531 | $233.5K | 0.00% | +531 | New |
| First Eagle Investment Management, LLC | 527 | $231.8K | 0.00% | +22+4.4% | Added |
| Graypoint LLC | 521 | $229.1K | 0.02% | +521 | New |
| Parallel Advisors, LLC | 515 | $226.5K | 0.01% | −1−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 511 | $224.7K | 0.02% | −149−22.6% | Reduced |
| Twin Tree Management, LP | 509 | $223.9K | 0.01% | −122,135−99.6% | Reduced |
| First Foundation Advisors | 506 | $222.5K | 0.01% | +506 | New |
| Moors & Cabot, Inc. | 505 | $222.1K | 0.02% | +505 | New |
| 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 |
| North Star Investment Management Corp. | 499 | $219.5K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 495 | $217.0K | 0.12% | +495 | New |
| Meyer Handelman Co | 491 | $216.0K | 0.01% | +491 | New |
| Spears Abacus Advisors LLC | 491 | $216.0K | 0.02% | +491 | New |
| Cladis Investment Advisory, LLC | 489 | $215.1K | 0.19% | +489 | New |
| We Are One Seven, LLC | 487 | $214.2K | 0.02% | +487 | New |
| Convergence Investment Partners, LLC | 485 | $214.0K | 0.13% | +485 | New |
| Kathmere Capital Management, LLC | 486 | $213.8K | 0.03% | +486 | New |
| EverSource Wealth Advisors, LLC | 472 | $207.6K | 0.02% | −1−0.2% | Reduced |
| V-Square Quantitative Management LLC | 472 | $207.6K | 0.09% | +472 | New |
| Apollon Wealth Management, LLC | 471 | $207.2K | 0.01% | −120−20.3% | Reduced |
| Central Bank & Trust Co | 471 | $207.2K | 0.04% | −330−41.2% | Reduced |
| ISAM Funds (UK) Ltd | 463 | $203.6K | 0.13% | +463 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 457 | $201.0K | 0.03% | +457 | New |
| Solstein Capital, LLC | 449 | $197.5K | 0.17% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 431 | $189.6K | 0.02% | −125−22.5% | Reduced |
| HM Payson & Co | 424 | $186.5K | 0.00% | +58+15.8% | Added |
| Shell Asset Management Co | 406 | $179.0K | 0.01% | −770−65.5% | Reduced |
| CKW Financial Group | 400 | $176.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 398 | $175.0K | 0.02% | +41+11.5% | Added |
| TD Waterhouse Canada Inc. | 366 | $160.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 358 | $157.5K | 0.13% | +173+93.5% | Added |
| Cubist Systematic Strategies, LLC | 349 | $153.5K | 0.00% | −23,692−98.5% | Reduced |
| Operose Advisors LLC | 341 | $150.0K | 0.06% | −910−72.7% | Reduced |
| AdvisorNet Financial, Inc | 334 | $146.9K | 0.01% | −125−27.2% | Reduced |
| Umb Bank N A | 329 | $144.7K | 0.00% | +73+28.5% | Added |
| Federation des caisses Desjardins du Quebec | 326 | $143.4K | 0.00% | −146−30.9% | Reduced |
| Platinum Investment Management Ltd | 322 | $141.6K | 0.01% | −84−20.7% | Reduced |
| Global Retirement Partners, LLC | 326 | $141.1K | 0.01% | +10+3.2% | Added |
| Bartlett & Co. Wealth Management LLC | 319 | $140.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 319 | $140.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 313 | $137.7K | 0.03% | +28+9.8% | Added |
| MV Capital Management, Inc. | 310 | $136.3K | 0.02% | −43−12.2% | Reduced |
| GHP Investment Advisors, Inc. | 302 | $135.5K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $131.9K | 0.08% | 00.0% | Unchanged |