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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 749 | $291.0K | 0.02% | +749 | New |
| Skopos Labs, Inc. | 734 | $285.3K | 0.14% | +734 | New |
| Little House Capital LLC | 731 | $284.1K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 729 | $283.3K | 0.01% | −43−5.6% | Reduced |
| Peoples Bank | 711 | $276.4K | 0.16% | 00.0% | Unchanged |
| Davenport & Co LLC | 707 | $274.8K | 0.00% | −48−6.4% | Reduced |
| Quent Capital, LLC | 693 | $269.3K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 690 | $268.2K | 0.02% | −100−12.7% | Reduced |
| Strategic Advocates LLC | 686 | $266.6K | 0.11% | −84−10.9% | Reduced |
| MAI Capital Management | 684 | $265.9K | 0.00% | −72−9.5% | Reduced |
| Change Path, LLC | 676 | $263.0K | 0.02% | +676 | New |
| D'Orazio & Associates, Inc. | 666 | $258.9K | 0.05% | −8−1.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 663 | $257.7K | 0.25% | +663 | New |
| Axxcess Wealth Management, LLC | 660 | $256.5K | 0.01% | +36+5.8% | Added |
| AlTi Global, Inc. | 655 | $254.5K | 0.01% | +655 | New |
| Marex Group plc | 654 | $254.2K | 0.01% | +654 | New |
| HighPoint Advisor Group LLC | 866 | $252.0K | 0.02% | +866 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 646 | $251.1K | 0.01% | +646 | 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 |
| Thompson Siegel & Walmsley LLC | 634 | $246.0K | 0.00% | +634 | New |
| Koss-Olinger Consulting, LLC | 627 | $244.0K | 0.02% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 625 | $242.9K | 0.63% | −2−0.3% | Reduced |
| Congress Wealth Management LLC | 622 | $241.8K | 0.00% | +9+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 620 | $241.0K | 0.00% | +45+7.8% | Added |
| Atria Wealth Solutions, Inc. | 619 | $240.8K | 0.00% | −9,716−94.0% | Reduced |
| Neo Ivy Capital Management | 617 | $240.0K | 0.54% | +617 | New |
| We Are One Seven, LLC | 606 | $235.5K | 0.01% | +119+24.4% | Added |
| Jefferies Financial Group Inc. | 601 | $233.6K | 0.00% | +601 | New |
| 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 |
| Proficio Capital Partners LLC | 587 | $228.2K | 0.03% | −8−1.3% | Reduced |
| Belpointe Asset Management LLC | 586 | $227.8K | 0.02% | −13−2.2% | Reduced |
| Diligent Investors, LLC | 579 | $225.0K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 571 | $222.0K | 0.03% | +28+5.2% | Added |
| Flagship Harbor Advisors, LLC | 571 | $222.0K | 0.02% | −15−2.6% | Reduced |
| Walker Asset Management, LLC | 566 | $220.0K | 0.16% | 00.0% | Unchanged |
| SFMG, LLC | 566 | $220.0K | 0.02% | +5+0.9% | Added |
| Sculati Wealth Management, LLC | 565 | $219.6K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 565 | $219.6K | 0.02% | +17+3.1% | Added |
| Stock Yards Bank & Trust Co | 565 | $219.6K | 0.01% | −155−21.5% | Reduced |
| Aptus Capital Advisors, LLC | 555 | $215.7K | 0.01% | −156−21.9% | Reduced |
| Evergreen Capital Management LLC | 554 | $215.3K | 0.01% | −38−6.4% | Reduced |
| Private Wealth Partners, LLC | 552 | $214.6K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 551 | $214.2K | 0.00% | +10+1.8% | Added |
| Mirabella Financial Services LLP | 548 | $213.0K | 0.03% | +548 | New |
| Hollencrest Capital Management | 545 | $211.8K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 544 | $211.4K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 537 | $208.7K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 537 | $208.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 534 | $207.6K | 0.01% | −72−11.9% | Reduced |
| Los Angeles Capital Management LLC | 533 | $207.2K | 0.00% | −1,533−74.2% | Reduced |
| Sentry Investment Management LLC | 532 | $207.0K | 0.09% | −57−9.7% | 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 |
| Wedmont Private Capital | 541 | $205.0K | 0.02% | −34−5.9% | Reduced |
| Umb Bank N A | 524 | $203.7K | 0.00% | +195+59.3% | Added |
| Everett Harris & Co | 522 | $202.9K | 0.00% | −9−1.7% | Reduced |
| Avestar Capital, LLC | 515 | $200.2K | 0.02% | +515 | New |
| North Star Investment Management Corp. | 499 | $194.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 494 | $192.0K | 0.02% | +22+4.7% | Added |
| Cutler Group LP | 493 | $191.0K | 0.03% | −92−15.7% | Reduced |
| Parallel Advisors, LLC | 490 | $190.5K | 0.01% | −25−4.9% | Reduced |
| V-Square Quantitative Management LLC | 472 | $183.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $182.7K | 0.06% | +329+233.3% | Added |
| Solstein Capital, LLC | 449 | $174.5K | 0.13% | 00.0% | Unchanged |
| Central Bank & Trust Co | 434 | $168.7K | 0.03% | −37−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 425 | $165.2K | 0.02% | −6−1.4% | Reduced |
| HM Payson & Co | 405 | $157.4K | 0.00% | −19−4.5% | Reduced |
| Parkside Financial Bank & Trust | 400 | $155.5K | 0.03% | +87+27.8% | Added |
| CKW Financial Group | 400 | $155.0K | 0.02% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 384 | $149.3K | 0.01% | +62+19.3% | Added |
| Shell Asset Management Co | 377 | $147.0K | 0.01% | −29−7.1% | Reduced |
| Western Pacific Wealth Management, LP | 371 | $144.2K | 0.11% | +13+3.6% | Added |
| GAMMA Investing LLC | 378 | $140.1K | 0.04% | +378 | New |
| First Foundation Advisors | 340 | $132.2K | 0.01% | −166−32.8% | Reduced |
| Lindbrook Capital, LLC | 335 | $130.2K | 0.01% | −63−15.8% | Reduced |
| Atlas Capital Advisors LLC | 327 | $127.1K | 0.02% | −1,629−83.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 326 | $126.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 319 | $125.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 319 | $125.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 315 | $122.4K | 0.00% | +315 | New |
| Global Retirement Partners, LLC | 317 | $116.8K | 0.00% | −9−2.8% | Reduced |
| Alta Advisers Ltd | 300 | $116.6K | 0.06% | 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 |
| Blue Bell Private Wealth Management, LLC | 291 | $113.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 290 | $113.0K | 0.01% | +290 | New |
| GHP Investment Advisors, Inc. | 290 | $112.6K | 0.01% | −12−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $108.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 278 | $108.0K | 0.00% | −14−4.8% | Reduced |
| AlphaCentric Advisors LLC | 276 | $107.3K | 0.07% | +276 | New |
| Operose Advisors LLC | 271 | $105.3K | 0.04% | −70−20.5% | Reduced |
| Rakuten Investment Management, Inc. | 247 | $96.9K | 0.00% | +247 | New |
| Hanson & Doremus Investment Management | 248 | $96.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 239 | $92.9K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 233 | $90.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 227 | $88.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 226 | $87.8K | 0.01% | −84−27.1% | Reduced |
| Massmutual Trust Co FSB | 219 | $85.1K | 0.00% | −4−1.8% | Reduced |