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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, Q4 2023

Institutional positions in Charter Communications, Inc. as of Dec 31, 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
909
+40 vs. Q3 2023
Shares held
98.1M
−185.1K (−0.2%) vs. Q3 2023
Total value
$38.1B
−$5.11B (−11.8%) vs. Q3 2023
New holders
131
260 more added
Sold out
91
337 more reduced

21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 909 institutions
Q1 2021: 997 institutionsQ2 2021: 993 institutionsQ3 2021: 1,014 institutionsQ4 2021: 1,044 institutionsQ1 2022: 992 institutionsQ2 2022: 944 institutionsQ3 2022: 837 institutionsQ4 2022: 888 institutionsQ1 2023: 862 institutionsQ2 2023: 844 institutionsQ3 2023: 890 institutionsQ4 2023: 909 institutionsQ1 2024: 826 institutionsQ2 2024: 788 institutionsQ3 2024: 839 institutionsQ4 2024: 864 institutionsQ1 2025: 879 institutionsQ2 2025: 889 institutionsQ3 2025: 805 institutionsQ4 2025: 798 institutionsQ1 2026: 791 institutionsQ2 2026: 788 institutions
Value heldQ4 2023: $38.1B
Q1 2021: $81.8BQ2 2021: $93.5BQ3 2021: $90.9BQ4 2021: $78.5BQ1 2022: $61.3BQ2 2022: $50.2BQ3 2022: $31.3BQ4 2022: $35.1BQ1 2023: $36.2BQ2 2023: $36.5BQ3 2023: $43.3BQ4 2023: $38.1BQ1 2024: $29.8BQ2 2024: $31.4BQ3 2024: $33.3BQ4 2024: $35.0BQ1 2025: $38.3BQ2 2025: $42.0BQ3 2025: $27.3BQ4 2025: $21.3BQ1 2026: $21.3BQ2 2026: $14.2B
Institutions holding CHTR and their total value by quarter
QuarterHoldersValue
Q2 2026788$14.2B
Q1 2026791$21.3B
Q4 2025798$21.3B
Q3 2025805$27.3B
Q2 2025889$42.0B
Q1 2025879$38.3B
Q4 2024864$35.0B
Q3 2024839$33.3B
Q2 2024788$31.4B
Q1 2024826$29.8B
Q4 2023909$38.1B
Q3 2023890$43.3B
Q2 2023844$36.5B
Q1 2023862$36.2B
Q4 2022888$35.1B
Q3 2022837$31.3B
Q2 2022944$50.2B
Q1 2022992$61.3B
Q4 20211,044$78.5B
Q3 20211,014$90.9B
Q2 2021993$93.5B
Q1 2021997$81.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2023.

Institutions holding CHTR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0New
WestEnd Advisors, LLC1$3890.00%00.0%Unchanged
Rise Advisors, LLC1$3890.00%00.0%Unchanged
Global Wealth Strategies & Associates1$3890.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$3890.00%00.0%Unchanged
Tfo-TDC, LLC1$3890.00%00.0%Unchanged
Evermay Wealth Management LLC1$3890.00%+1New
POM Investment Strategies, LLC1$3890.00%+1New
Clear Point Advisors Inc.1$3890.00%+1New
Pineridge Advisors LLC1$3890.00%+1New
Tidemark, LLC2$6480.00%+2New
Bogart Wealth, LLC2$7770.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.2$7770.00%00.0%Unchanged
Transcendent Capital Group LLC2$7770.00%+2New
Trifecta Capital Advisors, LLC2$7780.00%00.0%Unchanged
True Wealth Design, LLC2$7780.00%00.0%Unchanged
Fortis Group Advisors, LLC2$7780.00%+1+100.0%Added
ClariVest Asset Management LLC2$7850.00%00.0%Unchanged
Valley National Advisers Inc3$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Avion Wealth2$1.00K0.00%−2−50.0%Reduced
TSFG, LLC3$1.00K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.3$1.17K0.00%−186−98.4%Reduced
Arrow Financial Corp3$1.17K0.00%00.0%Unchanged
Bangor Savings Bank3$1.17K0.00%00.0%Unchanged
Anchor Investment Management, LLC3$1.17K0.00%00.0%Unchanged
Jones Financial Companies LLLP3$1.17K0.00%+3New
Tennessee Valley Asset Management Partners3$1.17K0.00%+3New
McGlone Suttner Wealth Management, Inc.3$1.17K0.00%+3New
Bruce G. Allen Investments, LLC3$1.17K0.00%+3New
Cetera Trust Company, N.A3$1.17K0.00%+3New
Salem Investment Counselors Inc3$1.17K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$1.17K0.00%00.0%Unchanged
Pacific Center for Financial Services3$1.17K0.00%00.0%Unchanged
Planning Capital Management Corp3$1.17K0.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.49K0.00%00.0%Unchanged
Perkins Coie Trust Co4$1.55K0.00%−1−20.0%Reduced
Logan Capital Management Inc4$1.55K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC4$1.55K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$1.55K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.4$1.55K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$1.55K0.00%00.0%Unchanged
Valued Wealth Advisors LLC4$1.76K0.00%+4New
EdgeRock Capital LLC6$1.92K0.00%+6New
Cornerstone Planning Group LLC5$1.94K0.00%00.0%Unchanged
DB Wealth Management Group, LLC5$1.94K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.94K0.00%00.0%Unchanged
Country Trust Bank5$1.94K0.00%+5New
Abich Financial Wealth Management LLC5$1.94K0.00%+5New
Livelsberger Financial Advisory5$1.94K0.00%+5New
Riggs Asset Managment Co. Inc.5$1.94K0.00%00.0%Unchanged
Mendota Financial Group, LLC5$1.94K0.00%00.0%Unchanged
Capital Analysts, LLC4$2.00K0.00%00.0%Unchanged
First PREMIER Bank4$2.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management6$2.33K0.00%00.0%Unchanged
Colonial Trust Advisors6$2.33K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A6$2.33K0.00%+6New
Caitlin John, LLC6$2.33K0.00%+6New
Carmichael Hill & Associates, Inc.6$2.33K0.00%00.0%Unchanged
WealthCollab, LLC6$2.33K0.00%+6New
HHM Wealth Advisors, LLC7$2.72K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$2.72K0.00%00.0%Unchanged
Archer Investment Corp7$2.72K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC7$2.72K0.00%00.0%Unchanged
Financial Perspectives, Inc7$2.72K0.00%00.0%Unchanged
Dunhill Financial, LLC8$2.94K0.00%+8New
Raffa Wealth Management, LLC8$3.11K0.00%00.0%Unchanged
Canada Pension Plan Investment Board10$3.89K0.00%−34,792−100.0%Reduced
Assetmark, Inc10$3.89K0.00%−23−69.7%Reduced
Independence Bank of Kentucky10$3.89K0.00%+10New
Rockbridge Investment Management, LCC10$3.89K0.00%+10New
Hazlett, Burt & Watson, Inc.11$4.00K0.00%00.0%Unchanged
Key Financial Inc11$4.28K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11$4.28K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC11$4.28K0.00%+11New
SJS Investment Consulting Inc.11$4.28K0.00%−1−8.3%Reduced
DiNuzzo Private Wealth, Inc.11$4.28K0.00%+11New
Level Financial Advisors, Inc.12$4.66K0.00%00.0%Unchanged
Fairman Group, LLC12$4.66K0.00%+12New
Macroview Investment Management LLC12$4.67K0.01%−11−47.8%Reduced
Loomis Sayles & Co L P14$5.00K0.00%−17−54.8%Reduced
Clear Street Markets LLC12$5.00K0.00%−5−29.4%Reduced
Larson Financial Group LLC13$5.05K0.00%−19−59.4%Reduced
Caldwell Sutter Capital, Inc.13$5.05K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC13$5.05K0.00%00.0%Unchanged
Arlington Trust Co LLC13$5.05K0.00%+13New
Manchester Capital Management LLC14$5.44K0.00%+12+600.0%Added
Grayhawk Investment Strategies Inc.15$5.83K0.00%00.0%Unchanged
Sachetta, LLC15$5.83K0.00%+15New
Proequities, Inc.16$6.22K0.00%−1−5.9%Reduced
Bell Investment Advisors, Inc16$6.22K0.00%−1−5.9%Reduced
St Germain D J Co Inc16$6.22K0.00%00.0%Unchanged
Cordant, Inc.16$6.22K0.00%+16New
ICA Group Wealth Management, LLC16$6.22K0.00%+16New
Lee Financial Co16$6.22K0.00%+4+33.3%Added
Provenance Wealth Advisors, LLC17$6.61K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.18$7.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.17$7.00K0.00%+17New
Adirondack Trust Co24$7.05K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$7.38K0.00%00.0%Unchanged