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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 686 | $266.6K | 0.11% | −84−10.9% | Reduced |
| Parsons Capital Management Inc | 690 | $268.2K | 0.02% | −100−12.7% | Reduced |
| Quent Capital, LLC | 693 | $269.3K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 707 | $274.8K | 0.00% | −48−6.4% | Reduced |
| Peoples Bank | 711 | $276.4K | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 729 | $283.3K | 0.01% | −43−5.6% | Reduced |
| Little House Capital LLC | 731 | $284.1K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 734 | $285.3K | 0.14% | +734 | New |
| Foster & Motley Inc | 749 | $291.0K | 0.02% | +749 | New |
| Concurrent Investment Advisors, LLC | 752 | $292.3K | 0.01% | +752 | New |
| Agf Management Ltd | 765 | $297.3K | 0.00% | −1,195−61.0% | Reduced |
| Conning Inc. | 767 | $298.1K | 0.01% | −10−1.3% | Reduced |
| Biltmore Wealth Management, LLC | 769 | $298.9K | 0.14% | 00.0% | Unchanged |
| Maven Securities LTD | 770 | $299.3K | 0.03% | −1,743−69.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 773 | $300.4K | 0.01% | −1−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 776 | $301.6K | 0.02% | −13−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 783 | $304.3K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 790 | $307.1K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 816 | $317.3K | 0.01% | +262+47.3% | Added |
| Fusion Capital, LLC | 818 | $317.8K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 858 | $318.7K | 0.01% | −10−1.2% | Reduced |
| Northern Financial Advisors Inc | 820 | $318.7K | 0.27% | −11−1.3% | Reduced |
| Stephens Inc | 827 | $321.4K | 0.01% | −9−1.1% | Reduced |
| Alpha Family Trust | 830 | $322.6K | 0.22% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 831 | $323.0K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 836 | $324.9K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $326.9K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 841 | $326.9K | 0.01% | +7+0.8% | Added |
| Apollon Wealth Management, LLC | 848 | $329.4K | 0.01% | +377+80.0% | Added |
| PDS Planning, Inc | 859 | $333.9K | 0.04% | −11−1.3% | Reduced |
| Argent Trust Co | 862 | $335.0K | 0.02% | −9−1.0% | Reduced |
| Silverlake Wealth Management LLC | 863 | $335.4K | 0.18% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 865 | $336.2K | 0.00% | −143−14.2% | Reduced |
| Dynamic Advisor Solutions LLC | 913 | $339.8K | 0.01% | +87+10.5% | Added |
| Buckingham Strategic Wealth, LLC | 878 | $341.3K | 0.00% | −554−38.7% | Reduced |
| LRT Capital Management, LLC | 895 | $347.9K | 0.33% | −1,124−55.7% | Reduced |
| Meritage Portfolio Management | 896 | $348.0K | 0.02% | +896 | New |
| Bellecapital International Ltd. | 904 | $351.4K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 905 | $351.9K | 0.01% | +8+0.9% | Added |
| Penserra Capital Management LLC | 911 | $352.0K | 0.01% | −211−18.8% | Reduced |
| Gateway Investment Advisers LLC | 914 | $355.3K | 0.00% | −36−3.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 918 | $357.0K | 0.01% | −95−9.4% | Reduced |
| Boston Private Wealth LLC | 925 | $359.5K | 0.01% | −84−8.3% | Reduced |
| Atom Investors LP | 940 | $365.4K | 0.06% | +172+22.4% | Added |
| Power Wealth Management LLC | 964 | $374.7K | 0.27% | +964 | New |
| Sapient Capital LLC | 967 | $375.9K | 0.01% | +967 | New |
| Nilsine Partners, LLC | 974 | $378.6K | 0.06% | +24+2.5% | Added |
| UniSuper Management Pty Ltd | 980 | $380.9K | 0.00% | +180+22.5% | Added |
| Everence Capital Management Inc | 980 | $381.0K | 0.03% | −1,540−61.1% | Reduced |
| Ingalls & Snyder LLC | 980 | $381.0K | 0.02% | −107−9.8% | Reduced |
| Huntington National Bank | 988 | $384.0K | 0.00% | −233−19.1% | Reduced |
| Verdence Capital Advisors LLC | 996 | $387.1K | 0.04% | −718−41.9% | Reduced |
| Hyman Charles D | 1,004 | $390.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,310 | $393.0K | 0.06% | −185−12.4% | Reduced |
| Atlantic Trust, LLC | 1,014 | $394.1K | 0.11% | +1,014 | New |
| RIA Advisory Group LLC | 1,015 | $394.5K | 0.19% | −14−1.4% | Reduced |
| Stablepoint Partners, LLC | 1,036 | $402.7K | 0.10% | +1,036 | New |
| Meiji Yasuda Life Insurance Co | 1,041 | $404.6K | 0.01% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 1,051 | $408.5K | 0.44% | −500−32.2% | Reduced |
| Cigna Investments Inc | 1,066 | $414.0K | 0.09% | −26−2.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,072 | $416.7K | 0.02% | −25−2.3% | Reduced |
| National Asset Management, Inc. | 1,074 | $417.4K | 0.01% | +55+5.4% | Added |
| Ostrum Asset Management | 1,082 | $420.6K | 0.04% | −605−35.9% | Reduced |
| Forum Financial Management, LP | 1,088 | $422.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,099 | $427.2K | 0.25% | +256+30.4% | Added |
| Axq Capital, LP | 1,100 | $427.5K | 0.11% | +1,100 | New |
| Symmetry Partners, LLC | 1,099 | $431.0K | 0.02% | +472+75.3% | Added |
| Schechter Investment Advisors, LLC | 1,114 | $433.0K | 0.04% | −11−1.0% | Reduced |
| Equitable Holdings, Inc. | 1,120 | $435.4K | 0.01% | +1,120 | New |
| Duff & Phelps Investment Management Co | 1,125 | $437.3K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,127 | $438.0K | 0.02% | +1,127 | New |
| Quadrant Capital Group LLC | 1,132 | $440.0K | 0.04% | −68−5.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,137 | $441.9K | 0.02% | −210−15.6% | Reduced |
| Banque Cantonale Vaudoise | 1,146 | $445.0K | 0.02% | −584−33.8% | Reduced |
| CX Institutional | 1,163 | $452.0K | 0.02% | −22−1.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,169 | $454.4K | 0.03% | −13−1.1% | Reduced |
| Sanders Morris Harris LLC | 1,213 | $455.0K | 0.22% | −4−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,175 | $456.6K | 0.07% | +42+3.7% | Added |
| Checchi Capital Advisers, LLC | 1,187 | $461.4K | 0.04% | +5+0.4% | Added |
| Bradley Foster & Sargent Inc | 1,190 | $462.5K | 0.01% | −120−9.2% | Reduced |
| Defined Wealth Management, LLC | 1,210 | $470.3K | 0.36% | +2+0.2% | Added |
| Trust Asset Management LLC | 1,218 | $473.4K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 1,259 | $489.3K | 0.04% | +1,259 | New |
| Raymond James Trust N.A. | 1,262 | $490.5K | 0.01% | +217+20.8% | Added |
| Clarius Group, LLC | 1,275 | $495.6K | 0.04% | −64−4.8% | Reduced |
| Scissortail Wealth Management, LLC | 1,302 | $495.8K | 0.16% | +1,302 | New |
| Vantage Consulting Group Inc | 1,276 | $496.0K | 0.33% | +115+9.9% | Added |
| Pitcairn Co | 1,301 | $505.7K | 0.04% | −24−1.8% | Reduced |
| Virtu Financial LLC | 1,301 | $506.0K | 0.04% | +1,301 | New |
| Legacy Advisors, LLC | 1,312 | $509.9K | 0.07% | +12+0.9% | Added |
| CenterBook Partners LP | 1,316 | $511.5K | 0.06% | −7,459−85.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,318 | $512.3K | 0.12% | +93+7.6% | Added |
| EP Wealth Advisors, LLC | 1,321 | $513.4K | 0.01% | −51−3.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,333 | $518.1K | 0.06% | −10−0.7% | Reduced |
| Fiduciary Trust Co | 1,342 | $521.6K | 0.01% | +63+4.9% | Added |
| Cohen Capital Management, Inc. | 1,362 | $529.4K | 0.10% | −204−13.0% | Reduced |
| Balentine LLC | 1,368 | $531.7K | 0.02% | +165+13.7% | Added |
| Fort Washington Investment Advisors Inc | 1,380 | $536.4K | 0.00% | −10−0.7% | Reduced |
| NorthRock Partners, LLC | 1,383 | $537.7K | 0.02% | +753+119.5% | Added |
| HB Wealth Management, LLC | 1,386 | $538.7K | 0.01% | −426−23.5% | Reduced |