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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, Q1 2024

Institutional positions in Charter Communications, Inc. as of Mar 31, 2024. 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
826
−72 vs. Q4 2023
Shares held
102.6M
+5.78M (+6.0%) vs. Q4 2023
Total value
$29.8B
−$7.80B (−20.7%) vs. Q4 2023
New holders
100
248 more added
Sold out
172
327 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 826 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 heldQ1 2024: $29.8B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2023.

Institutions holding CHTR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.1$00.00%−20−95.2%Reduced
First Personal Financial Services0$10.00%0New
Dogwood Wealth Management LLC0$40.00%0Unchanged
Continuum Advisory, LLC1$2640.00%+1New
FinTrust Capital Advisors, LLC1$2910.00%−40−97.6%Reduced
Colonial Trust Advisors1$2910.00%−5−83.3%Reduced
Fortis Group Advisors, LLC1$2910.00%−1−50.0%Reduced
WestEnd Advisors, LLC1$2910.00%00.0%Unchanged
POM Investment Strategies, LLC1$2910.00%00.0%Unchanged
Global Wealth Strategies & Associates1$2910.00%00.0%Unchanged
Clear Point Advisors Inc.1$2910.00%00.0%Unchanged
NVWM, LLC1$2910.00%+1New
Future Financial Wealth Managment LLC1$2910.00%+1New
Main Street Group, LTD1$2910.00%+1New
CVA Family Office, LLC2$5810.00%−53−96.4%Reduced
Bruce G. Allen Investments, LLC2$5810.00%−1−33.3%Reduced
Bogart Wealth, LLC2$5810.00%00.0%Unchanged
Transcendent Capital Group LLC2$5810.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.2$5810.00%00.0%Unchanged
BNP Paribas2$5810.00%+2New
Kathleen S. Wright Associates Inc.2$5810.00%+2New
Richardson Financial Services Inc.2$5810.00%+2New
Trifecta Capital Advisors, LLC2$5820.00%00.0%Unchanged
Manchester Capital Management LLC3$8720.00%−11−78.6%Reduced
Salem Investment Counselors Inc3$8720.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$8720.00%00.0%Unchanged
Pacific Center for Financial Services3$8720.00%00.0%Unchanged
Planning Capital Management Corp3$8720.00%00.0%Unchanged
Arrow Financial Corp3$8720.00%00.0%Unchanged
Anchor Investment Management, LLC3$8720.00%00.0%Unchanged
Cetera Trust Company, N.A3$8720.00%00.0%Unchanged
True Wealth Design, LLC3$8720.00%+1+50.0%Added
Newbridge Financial Services Group, Inc.3$8720.00%+3New
Capital Analysts, LLC4$1.00K0.00%00.0%Unchanged
First PREMIER Bank4$1.00K0.00%00.0%Unchanged
Avion Wealth2$1.00K0.00%00.0%Unchanged
TSFG, LLC3$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$1.16K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$1.16K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.4$1.16K0.00%00.0%Unchanged
Logan Capital Management Inc4$1.16K0.00%00.0%Unchanged
Castleview Partners, LLC4$1.16K0.00%+4New
Cornerstone Planning Group LLC5$1.33K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC5$1.45K0.00%00.0%Unchanged
LRI Investments, LLC5$1.45K0.00%+5New
WR Wealth Planners, LLC5$1.45K0.00%+5New
Riggs Asset Managment Co. Inc.5$1.45K0.00%00.0%Unchanged
Mendota Financial Group, LLC5$1.45K0.00%00.0%Unchanged
Center for Financial Planning, Inc.5$1.45K0.00%+5New
Hollencrest Capital Management6$1.74K0.00%−539−98.9%Reduced
St Germain D J Co Inc6$1.74K0.00%−10−62.5%Reduced
Old Point Trust & Financial Services N A6$1.74K0.00%00.0%Unchanged
Tyler-Stone Wealth Management6$1.74K0.00%00.0%Unchanged
Caitlin John, LLC6$1.74K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.74K0.00%+1+20.0%Added
Valley National Advisers Inc9$2.00K0.00%+6+200.0%Added
Archer Investment Corp7$2.03K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC7$2.03K0.00%00.0%Unchanged
Financial Perspectives, Inc7$2.03K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$2.04K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC7$2.04K0.00%00.0%Unchanged
Atlantic Trust, LLC8$2.33K0.00%−1,006−99.2%Reduced
Core Alternative Capital8$2.33K0.00%−43−84.3%Reduced
Raffa Wealth Management, LLC8$2.33K0.00%00.0%Unchanged
Dunhill Financial, LLC9$2.60K0.00%+1+12.5%Added
SJS Investment Consulting Inc.9$2.62K0.00%−2−18.2%Reduced
DiNuzzo Private Wealth, Inc.9$2.62K0.00%−2−18.2%Reduced
Carmichael Hill & Associates, Inc.9$2.62K0.00%+3+50.0%Added
Elequin Capital LP10$2.91K0.00%+10New
TFC Financial Management10$2.91K0.00%−15−60.0%Reduced
Hazlett, Burt & Watson, Inc.11$3.00K0.00%00.0%Unchanged
Key Financial Inc11$3.20K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11$3.20K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC11$3.20K0.00%00.0%Unchanged
Macroview Investment Management LLC12$3.49K0.00%00.0%Unchanged
Fairman Group, LLC12$3.49K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.13$3.78K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC13$3.78K0.00%00.0%Unchanged
Larson Financial Group LLC13$3.78K0.00%00.0%Unchanged
Bell Investment Advisors, Inc13$3.78K0.00%−3−18.8%Reduced
WealthCollab, LLC13$3.78K0.00%+7+116.7%Added
Abound Wealth Management14$4.07K0.00%−7−33.3%Reduced
Grayhawk Investment Strategies Inc.15$4.36K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC16$4.65K0.00%00.0%Unchanged
Jones Financial Companies LLLP16$4.65K0.00%+13+433.3%Added
Atlantic Edge Private Wealth Management, LLC16$4.65K0.00%+16New
Adirondack Trust Co17$4.94K0.00%−7−29.2%Reduced
Proequities, Inc.17$4.94K0.00%+1+6.3%Added
Provenance Wealth Advisors, LLC17$4.94K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC17$5.10K0.00%−3−15.0%Reduced
Edmond de Rothschild Holding S.A.18$5.23K0.00%00.0%Unchanged
MCF Advisors LLC19$5.52K0.00%−40−67.8%Reduced
Sugarloaf Wealth Management, LLC19$5.52K0.00%00.0%Unchanged
Arcadia Investment Management Corp20$5.81K0.00%00.0%Unchanged
Oakworth Capital, Inc.20$5.81K0.00%00.0%Unchanged
Financial Freedom, LLC20$5.81K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$5.81K0.00%+20New
Sachetta, LLC15$5.83K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc21$6.10K0.00%00.0%Unchanged
Nemes Rush Group LLC23$6.68K0.00%00.0%Unchanged