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 | 888 | $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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 299 | $130.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 292 | $128.0K | 0.00% | −101−25.7% | Reduced |
| Leonteq Securities AG | 291 | $128.0K | 0.01% | −90−23.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $128.0K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 285 | $125.3K | 0.04% | +285 | New |
| Whittier Trust Co of Nevada Inc | 280 | $123.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 274 | $120.5K | 0.00% | −231−45.7% | Reduced |
| Trust Co of Vermont | 272 | $119.6K | 0.01% | −164−37.6% | Reduced |
| Hanson & Doremus Investment Management | 248 | $109.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 244 | $107.3K | 0.00% | −67−21.5% | Reduced |
| Sunbelt Securities, Inc. | 239 | $105.1K | 0.01% | +15+6.7% | Added |
| Natixis Investment Managers International | 233 | $102.5K | 0.01% | −16−6.4% | Reduced |
| Glassman Wealth Services | 227 | $99.8K | 0.02% | +4+1.8% | Added |
| Baker Avenue Asset Management, LP | 223 | $98.1K | 0.00% | −1−0.4% | Reduced |
| Massmutual Trust Co FSB | 223 | $98.1K | 0.00% | +19+9.3% | Added |
| Private Trust Co NA | 222 | $97.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 219 | $96.0K | 0.07% | +56+34.4% | Added |
| Pflug Koory, LLC | 204 | $89.7K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 198 | $87.2K | 0.00% | +38+23.8% | Added |
| West Paces Advisors Inc. | 197 | $86.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 187 | $82.2K | 0.02% | +187 | New |
| Strategic Investment Solutions, Inc. | 189 | $78.6K | 0.00% | +186+6,200.0% | Added |
| Versant Capital Management, Inc | 169 | $74.3K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 168 | $73.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 165 | $72.6K | 0.00% | +28+20.4% | Added |
| Spire Wealth Management | 161 | $70.8K | 0.00% | −12−6.9% | Reduced |
| Zions Bancorporation, N.A. | 159 | $69.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $67.3K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 151 | $66.0K | 0.03% | −980−86.6% | Reduced |
| Rosenberg Matthew Hamilton | 141 | $62.0K | 0.02% | +24+20.5% | Added |
| Sound Income Strategies, LLC | 131 | $57.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 129 | $56.0K | 0.01% | +129 | New |
| Toth Financial Advisory Corp | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 122 | $53.7K | 0.01% | −4−3.2% | Reduced |
| One River Asset Management, LLC | 119 | $52.9K | 0.02% | −112−48.5% | Reduced |
| City Holding Co | 115 | $50.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 113 | $49.7K | 0.02% | −3−2.6% | Reduced |
| Catalyst Capital Advisors LLC | 111 | $48.8K | 0.00% | +27+32.1% | Added |
| Capital Advisors, Ltd. LLC | 110 | $48.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 95 | $41.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $41.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $40.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $40.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 89 | $39.1K | 0.00% | −13−12.7% | Reduced |
| Field & Main Bank | 89 | $39.1K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $38.7K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 87 | $38.3K | 0.00% | −14−13.9% | Reduced |
| M&R Capital Management Inc | 87 | $38.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 86 | $37.8K | 0.01% | −67−43.8% | Reduced |
| SOA Wealth Advisors, LLC. | 86 | $37.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $37.0K | 0.00% | +42+97.7% | Added |
| AllSquare Wealth Management LLC | 82 | $36.1K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $35.6K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $33.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $33.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 73 | $32.1K | 0.00% | +10+15.9% | Added |
| Ancora Advisors, LLC | 73 | $32.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $31.2K | 0.01% | +71 | New |
| Earnest Partners LLC | 70 | $30.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $30.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $29.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $29.9K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 67 | $29.5K | 0.01% | +42+168.0% | Added |
| Core Alternative Capital | 61 | $26.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $25.9K | 0.00% | +16+37.2% | Added |
| Old Second National Bank of Aurora | 58 | $25.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 57 | $25.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 57 | $25.1K | 0.00% | +9+18.8% | Added |
| Hexagon Capital Partners LLC | 56 | $24.6K | 0.01% | −13−18.8% | Reduced |
| Magnolia Capital Management Ltd | 52 | $23.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $21.6K | 0.00% | +8+19.5% | Added |
| Cary Street Partner Investment Advisory LLC | 49 | $21.6K | 0.00% | +13+36.1% | Added |
| Investors Research Corp | 48 | $21.1K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 48 | $21.1K | 0.00% | +48 | New |
| Global Financial Private Client, LLC | 46 | $20.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 42 | $18.6K | 0.01% | −57−57.6% | Reduced |
| Sutton Wealth Advisors Inc. | 42 | $18.5K | 0.01% | +5+13.5% | Added |
| Bourgeon Capital Management LLC | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $17.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 37 | $16.3K | 0.00% | −24−39.3% | Reduced |
| Gradient Investments LLC | 34 | $15.0K | 0.00% | −1−2.9% | Reduced |
| Venturi Wealth Management, LLC | 34 | $15.0K | 0.00% | +10+41.7% | Added |
| Marquette Asset Management, LLC | 33 | $14.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 33 | $14.5K | 0.02% | +33 | New |
| Larson Financial Group LLC | 32 | $14.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $14.1K | 0.00% | +32 | New |
| Loomis Sayles & Co L P | 31 | $14.0K | 0.00% | +11+55.0% | Added |
| Steward Financial Group LLC | 34 | $14.0K | 0.00% | +34 | New |
| Aspire Private Capital, LLC | 30 | $13.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $12.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $12.3K | 0.00% | −65−69.9% | Reduced |
| Cranbrook Wealth Management, LLC | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 28 | $12.3K | 0.00% | 00.0% | Unchanged |