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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 1,424 | $553.5K | 0.00% | −48,325−97.1% | Reduced |
| Beacon Pointe Advisors, LLC | 1,414 | $549.6K | 0.01% | −166−10.5% | Reduced |
| Brinker Capital Investments, LLC | 1,450 | $549.5K | 0.01% | −1,968−57.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,450 | $549.5K | 0.01% | −1,968−57.6% | Reduced |
| E Fund Management Co., Ltd. | 1,409 | $547.6K | 0.03% | −163−10.4% | Reduced |
| Eos Management, L.P. | 1,400 | $544.2K | 0.24% | −1,200−46.2% | Reduced |
| Cetera Investment Advisers | 1,390 | $540.3K | 0.00% | +64+4.8% | Added |
| Horizon Investments, LLC | 1,389 | $539.9K | 0.02% | +20+1.5% | Added |
| King Luther Capital Management Corp | 1,388 | $539.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,386 | $538.7K | 0.01% | −426−23.5% | Reduced |
| NorthRock Partners, LLC | 1,383 | $537.7K | 0.02% | +753+119.5% | Added |
| Fort Washington Investment Advisors Inc | 1,380 | $536.4K | 0.00% | −10−0.7% | Reduced |
| Balentine LLC | 1,368 | $531.7K | 0.02% | +165+13.7% | Added |
| Cohen Capital Management, Inc. | 1,362 | $529.4K | 0.10% | −204−13.0% | Reduced |
| Fiduciary Trust Co | 1,342 | $521.6K | 0.01% | +63+4.9% | Added |
| Meeder Advisory Services, Inc. | 1,333 | $518.1K | 0.06% | −10−0.7% | Reduced |
| EP Wealth Advisors, LLC | 1,321 | $513.4K | 0.01% | −51−3.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,318 | $512.3K | 0.12% | +93+7.6% | Added |
| CenterBook Partners LP | 1,316 | $511.5K | 0.06% | −7,459−85.0% | Reduced |
| Legacy Advisors, LLC | 1,312 | $509.9K | 0.07% | +12+0.9% | Added |
| Virtu Financial LLC | 1,301 | $506.0K | 0.04% | +1,301 | New |
| Pitcairn Co | 1,301 | $505.7K | 0.04% | −24−1.8% | Reduced |
| Vantage Consulting Group Inc | 1,276 | $496.0K | 0.33% | +115+9.9% | Added |
| Scissortail Wealth Management, LLC | 1,302 | $495.8K | 0.16% | +1,302 | New |
| Clarius Group, LLC | 1,275 | $495.6K | 0.04% | −64−4.8% | Reduced |
| Raymond James Trust N.A. | 1,262 | $490.5K | 0.01% | +217+20.8% | Added |
| Trust Point Inc. | 1,259 | $489.3K | 0.04% | +1,259 | New |
| Trust Asset Management LLC | 1,218 | $473.4K | 0.05% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,210 | $470.3K | 0.36% | +2+0.2% | Added |
| Bradley Foster & Sargent Inc | 1,190 | $462.5K | 0.01% | −120−9.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,187 | $461.4K | 0.04% | +5+0.4% | Added |
| Institute for Wealth Management, LLC. | 1,175 | $456.6K | 0.07% | +42+3.7% | Added |
| Sanders Morris Harris LLC | 1,213 | $455.0K | 0.22% | −4−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,169 | $454.4K | 0.03% | −13−1.1% | Reduced |
| CX Institutional | 1,163 | $452.0K | 0.02% | −22−1.9% | Reduced |
| Banque Cantonale Vaudoise | 1,146 | $445.0K | 0.02% | −584−33.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,137 | $441.9K | 0.02% | −210−15.6% | Reduced |
| Quadrant Capital Group LLC | 1,132 | $440.0K | 0.04% | −68−5.7% | Reduced |
| Lake Street Advisors Group, LLC | 1,127 | $438.0K | 0.02% | +1,127 | New |
| Duff & Phelps Investment Management Co | 1,125 | $437.3K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,120 | $435.4K | 0.01% | +1,120 | New |
| Schechter Investment Advisors, LLC | 1,114 | $433.0K | 0.04% | −11−1.0% | Reduced |
| Symmetry Partners, LLC | 1,099 | $431.0K | 0.02% | +472+75.3% | Added |
| Axq Capital, LP | 1,100 | $427.5K | 0.11% | +1,100 | New |
| Deseret Mutual Benefit Administrators | 1,099 | $427.2K | 0.25% | +256+30.4% | Added |
| Forum Financial Management, LP | 1,088 | $422.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,082 | $420.6K | 0.04% | −605−35.9% | Reduced |
| National Asset Management, Inc. | 1,074 | $417.4K | 0.01% | +55+5.4% | Added |
| Valeo Financial Advisors, LLC | 1,072 | $416.7K | 0.02% | −25−2.3% | Reduced |
| Cigna Investments Inc | 1,066 | $414.0K | 0.09% | −26−2.4% | Reduced |
| Charles Carroll Financial Partners, LLC | 1,051 | $408.5K | 0.44% | −500−32.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,041 | $404.6K | 0.01% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 1,036 | $402.7K | 0.10% | +1,036 | New |
| RIA Advisory Group LLC | 1,015 | $394.5K | 0.19% | −14−1.4% | Reduced |
| Atlantic Trust, LLC | 1,014 | $394.1K | 0.11% | +1,014 | New |
| Harvest Fund Management Co., Ltd | 1,310 | $393.0K | 0.06% | −185−12.4% | Reduced |
| Hyman Charles D | 1,004 | $390.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 996 | $387.1K | 0.04% | −718−41.9% | Reduced |
| Huntington National Bank | 988 | $384.0K | 0.00% | −233−19.1% | Reduced |
| 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 |
| UniSuper Management Pty Ltd | 980 | $380.9K | 0.00% | +180+22.5% | Added |
| Nilsine Partners, LLC | 974 | $378.6K | 0.06% | +24+2.5% | Added |
| Sapient Capital LLC | 967 | $375.9K | 0.01% | +967 | New |
| Power Wealth Management LLC | 964 | $374.7K | 0.27% | +964 | New |
| Atom Investors LP | 940 | $365.4K | 0.06% | +172+22.4% | Added |
| Boston Private Wealth LLC | 925 | $359.5K | 0.01% | −84−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 918 | $357.0K | 0.01% | −95−9.4% | Reduced |
| Gateway Investment Advisers LLC | 914 | $355.3K | 0.00% | −36−3.8% | Reduced |
| Penserra Capital Management LLC | 911 | $352.0K | 0.01% | −211−18.8% | Reduced |
| Stratos Wealth Partners, LTD. | 905 | $351.9K | 0.01% | +8+0.9% | Added |
| Bellecapital International Ltd. | 904 | $351.4K | 0.08% | 00.0% | Unchanged |
| Meritage Portfolio Management | 896 | $348.0K | 0.02% | +896 | New |
| LRT Capital Management, LLC | 895 | $347.9K | 0.33% | −1,124−55.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 878 | $341.3K | 0.00% | −554−38.7% | Reduced |
| Dynamic Advisor Solutions LLC | 913 | $339.8K | 0.01% | +87+10.5% | Added |
| Steward Partners Investment Advisory, LLC | 865 | $336.2K | 0.00% | −143−14.2% | Reduced |
| Silverlake Wealth Management LLC | 863 | $335.4K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 862 | $335.0K | 0.02% | −9−1.0% | Reduced |
| PDS Planning, Inc | 859 | $333.9K | 0.04% | −11−1.3% | Reduced |
| Apollon Wealth Management, LLC | 848 | $329.4K | 0.01% | +377+80.0% | Added |
| Integrated Wealth Concepts LLC | 841 | $326.9K | 0.01% | +7+0.8% | Added |
| Means Investment Co., Inc. | 841 | $326.9K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 836 | $324.9K | 0.03% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 831 | $323.0K | 0.17% | 00.0% | Unchanged |
| Alpha Family Trust | 830 | $322.6K | 0.22% | 00.0% | Unchanged |
| Stephens Inc | 827 | $321.4K | 0.01% | −9−1.1% | Reduced |
| Northern Financial Advisors Inc | 820 | $318.7K | 0.27% | −11−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 858 | $318.7K | 0.01% | −10−1.2% | Reduced |
| Fusion Capital, LLC | 818 | $317.8K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 816 | $317.3K | 0.01% | +262+47.3% | Added |
| FRG Family Wealth Advisors LLC | 790 | $307.1K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 783 | $304.3K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 776 | $301.6K | 0.02% | −13−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 773 | $300.4K | 0.01% | −1−0.1% | Reduced |
| Maven Securities LTD | 770 | $299.3K | 0.03% | −1,743−69.4% | Reduced |
| Biltmore Wealth Management, LLC | 769 | $298.9K | 0.14% | 00.0% | Unchanged |
| Conning Inc. | 767 | $298.1K | 0.01% | −10−1.3% | Reduced |
| Agf Management Ltd | 765 | $297.3K | 0.00% | −1,195−61.0% | Reduced |
| Concurrent Investment Advisors, LLC | 752 | $292.3K | 0.01% | +752 | New |