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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 198 | $77.0K | 0.01% | +141+247.4% | Added |
| TD Private Client Wealth LLC | 201 | $78.1K | 0.00% | −43−17.6% | Reduced |
| Pflug Koory, LLC | 204 | $79.3K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 209 | $81.0K | 0.00% | +209 | New |
| One River Asset Management, LLC | 214 | $83.2K | 0.03% | +95+79.8% | Added |
| Disciplined Equity Management, Inc. | 215 | $83.6K | 0.06% | +215 | New |
| Private Trust Co NA | 216 | $84.0K | 0.01% | −6−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 217 | $84.3K | 0.01% | +64+41.8% | Added |
| Plato Investment Management Ltd | 219 | $85.1K | 0.10% | +219 | New |
| Massmutual Trust Co FSB | 219 | $85.1K | 0.00% | −4−1.8% | Reduced |
| MV Capital Management, Inc. | 226 | $87.8K | 0.01% | −84−27.1% | Reduced |
| Glassman Wealth Services | 227 | $88.2K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 233 | $90.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 239 | $92.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 248 | $96.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 247 | $96.9K | 0.00% | +247 | New |
| Operose Advisors LLC | 271 | $105.3K | 0.04% | −70−20.5% | Reduced |
| AlphaCentric Advisors LLC | 276 | $107.3K | 0.07% | +276 | New |
| Ci Investments Inc. | 278 | $108.0K | 0.00% | −14−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $108.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 290 | $112.6K | 0.01% | −12−4.0% | Reduced |
| GeoWealth Management, LLC | 290 | $113.0K | 0.01% | +290 | New |
| Blue Bell Private Wealth Management, LLC | 291 | $113.1K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 295 | $114.7K | 0.02% | −263−47.1% | Reduced |
| AdvisorNet Financial, Inc | 295 | $114.7K | 0.01% | −39−11.7% | Reduced |
| Alta Advisers Ltd | 300 | $116.6K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 317 | $116.8K | 0.00% | −9−2.8% | Reduced |
| Principal Securities, Inc. | 315 | $122.4K | 0.00% | +315 | New |
| Bartlett & Co. LLC | 319 | $125.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $125.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 326 | $126.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 327 | $127.1K | 0.02% | −1,629−83.3% | Reduced |
| Lindbrook Capital, LLC | 335 | $130.2K | 0.01% | −63−15.8% | Reduced |
| First Foundation Advisors | 340 | $132.2K | 0.01% | −166−32.8% | Reduced |
| GAMMA Investing LLC | 378 | $140.1K | 0.04% | +378 | New |
| Western Pacific Wealth Management, LP | 371 | $144.2K | 0.11% | +13+3.6% | Added |
| Shell Asset Management Co | 377 | $147.0K | 0.01% | −29−7.1% | Reduced |
| Platinum Investment Management Ltd | 384 | $149.3K | 0.01% | +62+19.3% | Added |
| CKW Financial Group | 400 | $155.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $155.5K | 0.03% | +87+27.8% | Added |
| HM Payson & Co | 405 | $157.4K | 0.00% | −19−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 425 | $165.2K | 0.02% | −6−1.4% | Reduced |
| Central Bank & Trust Co | 434 | $168.7K | 0.03% | −37−7.9% | Reduced |
| Solstein Capital, LLC | 449 | $174.5K | 0.13% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $182.7K | 0.06% | +329+233.3% | Added |
| V-Square Quantitative Management LLC | 472 | $183.5K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 490 | $190.5K | 0.01% | −25−4.9% | Reduced |
| Cutler Group LP | 493 | $191.0K | 0.03% | −92−15.7% | Reduced |
| EverSource Wealth Advisors, LLC | 494 | $192.0K | 0.02% | +22+4.7% | Added |
| North Star Investment Management Corp. | 499 | $194.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 515 | $200.2K | 0.02% | +515 | New |
| Everett Harris & Co | 522 | $202.9K | 0.00% | −9−1.7% | Reduced |
| Umb Bank N A | 524 | $203.7K | 0.00% | +195+59.3% | Added |
| Wedmont Private Capital | 541 | $205.0K | 0.02% | −34−5.9% | Reduced |
| Federated Hermes, Inc. | 529 | $205.6K | 0.00% | −352−40.0% | Reduced |
| First Eagle Investment Management, LLC | 529 | $205.6K | 0.00% | +2+0.4% | Added |
| Sentry Investment Management LLC | 532 | $207.0K | 0.09% | −57−9.7% | Reduced |
| Los Angeles Capital Management LLC | 533 | $207.2K | 0.00% | −1,533−74.2% | Reduced |
| Diversified Trust Co | 534 | $207.6K | 0.01% | −72−11.9% | Reduced |
| Vectors Research Management, LLC | 537 | $208.0K | 0.06% | 00.0% | Unchanged |
| Courier Capital LLC | 537 | $208.7K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 544 | $211.4K | 0.12% | 00.0% | Unchanged |
| Hollencrest Capital Management | 545 | $211.8K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 548 | $213.0K | 0.03% | +548 | New |
| QRG Capital Management, Inc. | 551 | $214.2K | 0.00% | +10+1.8% | Added |
| Private Wealth Partners, LLC | 552 | $214.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 554 | $215.3K | 0.01% | −38−6.4% | Reduced |
| Aptus Capital Advisors, LLC | 555 | $215.7K | 0.01% | −156−21.9% | Reduced |
| Stock Yards Bank & Trust Co | 565 | $219.6K | 0.01% | −155−21.5% | Reduced |
| Sculati Wealth Management, LLC | 565 | $219.6K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 565 | $219.6K | 0.02% | +17+3.1% | Added |
| Walker Asset Management, LLC | 566 | $220.0K | 0.16% | 00.0% | Unchanged |
| SFMG, LLC | 566 | $220.0K | 0.02% | +5+0.9% | Added |
| Flagship Harbor Advisors, LLC | 571 | $222.0K | 0.02% | −15−2.6% | Reduced |
| Morningstar Investment Management LLC | 571 | $222.0K | 0.03% | +28+5.2% | Added |
| Diligent Investors, LLC | 579 | $225.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 586 | $227.8K | 0.02% | −13−2.2% | Reduced |
| Proficio Capital Partners LLC | 587 | $228.2K | 0.03% | −8−1.3% | Reduced |
| Highlander Capital Management, LLC | 600 | $233.2K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $233.2K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 601 | $233.6K | 0.00% | +601 | New |
| We Are One Seven, LLC | 606 | $235.5K | 0.01% | +119+24.4% | Added |
| Neo Ivy Capital Management | 617 | $240.0K | 0.54% | +617 | New |
| Atria Wealth Solutions, Inc. | 619 | $240.8K | 0.00% | −9,716−94.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 620 | $241.0K | 0.00% | +45+7.8% | Added |
| Congress Wealth Management LLC | 622 | $241.8K | 0.00% | +9+1.5% | Added |
| Rosenbaum Jay D. | 625 | $242.9K | 0.63% | −2−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 627 | $244.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 634 | $246.0K | 0.00% | +634 | New |
| Edge Capital Group, LLC | 642 | $249.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 642 | $249.5K | 0.01% | +1+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 646 | $251.1K | 0.01% | +646 | New |
| HighPoint Advisor Group LLC | 866 | $252.0K | 0.02% | +866 | New |
| Marex Group plc | 654 | $254.2K | 0.01% | +654 | New |
| AlTi Global, Inc. | 655 | $254.5K | 0.01% | +655 | New |
| Axxcess Wealth Management, LLC | 660 | $256.5K | 0.01% | +36+5.8% | Added |
| Meadow Creek Wealth Advisors LLC | 663 | $257.7K | 0.25% | +663 | New |
| D'Orazio & Associates, Inc. | 666 | $258.9K | 0.05% | −8−1.2% | Reduced |
| Change Path, LLC | 676 | $263.0K | 0.02% | +676 | New |
| MAI Capital Management | 684 | $265.9K | 0.00% | −72−9.5% | Reduced |