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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 262 | $76.1K | 0.00% | +200+322.6% | Added |
| GHP Investment Advisors, Inc. | 264 | $76.6K | 0.00% | −26−9.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $81.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 280 | $81.4K | 0.00% | −35−11.1% | Reduced |
| Leonteq Securities AG | 281 | $81.7K | 0.01% | +111+65.3% | Added |
| GAMMA Investing LLC | 285 | $82.8K | 0.02% | −93−24.6% | Reduced |
| Atlas Capital Advisors LLC | 290 | $84.3K | 0.01% | −37−11.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $84.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 294 | $85.4K | 0.00% | −23−7.3% | Reduced |
| Alta Advisers Ltd | 300 | $87.2K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 312 | $91.6K | 0.02% | +216+225.0% | Added |
| Bartlett & Co. Wealth Management LLC | 319 | $92.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 321 | $93.0K | 0.00% | +112+53.6% | Added |
| EverSource Wealth Advisors, LLC | 386 | $98.8K | 0.01% | −108−21.9% | Reduced |
| Central Bank & Trust Co | 350 | $101.7K | 0.01% | −84−19.4% | Reduced |
| Parallel Advisors, LLC | 370 | $107.5K | 0.00% | −120−24.5% | Reduced |
| Parkside Financial Bank & Trust | 376 | $109.3K | 0.02% | −24−6.0% | Reduced |
| Covestor Ltd | 382 | $111.0K | 0.07% | +330+634.6% | Added |
| Cambridge Trust Co | 393 | $114.2K | 0.00% | −18,220−97.9% | Reduced |
| Ci Investments Inc. | 400 | $116.0K | 0.00% | +122+43.9% | Added |
| nVerses Capital, LLC | 400 | $116.3K | 0.28% | +400 | New |
| HM Payson & Co | 405 | $117.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 469 | $135.0K | 0.00% | −442−48.5% | Reduced |
| Asset Dedication, LLC | 498 | $141.0K | 0.01% | −1,024−67.3% | Reduced |
| Platinum Investment Management Ltd | 486 | $141.2K | 0.01% | +102+26.6% | Added |
| SRS Capital Advisors, Inc. | 486 | $141.2K | 0.01% | +61+14.4% | Added |
| Rosenberg Matthew Hamilton | 499 | $141.8K | 0.04% | +29+6.2% | Added |
| Quest Partners LLC | 493 | $143.3K | 0.02% | −1,734−77.9% | Reduced |
| North Star Investment Management Corp. | 499 | $145.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 500 | $145.3K | 0.04% | −100−16.7% | Reduced |
| Laurion Capital Management LP | 549 | $159.6K | 0.00% | +549 | New |
| Federated Hermes, Inc. | 551 | $160.1K | 0.00% | +22+4.2% | Added |
| Mather Group, LLC. | 412 | $160.3K | 0.00% | +412 | New |
| CKW Financial Group | 575 | $163.0K | 0.02% | +175+43.8% | Added |
| Smithfield Trust Co | 561 | $164.0K | 0.01% | −912−61.9% | Reduced |
| Optiver Holding B.V. | 582 | $169.1K | 0.01% | +582 | New |
| Highlander Capital Management, LLC | 600 | $174.4K | 0.06% | 00.0% | Unchanged |
| Caption Management, LLC | 606 | $176.1K | 0.02% | −49,094−98.8% | Reduced |
| Geneos Wealth Management Inc. | 642 | $186.6K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 655 | $190.4K | 0.02% | +360+122.0% | Added |
| Quent Capital, LLC | 670 | $195.0K | 0.02% | −23−3.3% | Reduced |
| Huntington National Bank | 689 | $200.2K | 0.00% | −299−30.3% | Reduced |
| Parsons Capital Management Inc | 690 | $200.5K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 691 | $200.8K | 0.01% | −584−45.8% | Reduced |
| FRG Family Wealth Advisors LLC | 790 | $202.2K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 696 | $202.3K | 0.00% | +50+7.7% | Added |
| Quadrant Capital Group LLC | 697 | $202.6K | 0.02% | −435−38.4% | Reduced |
| IFP Advisors, Inc | 698 | $202.9K | 0.01% | −118−14.5% | Reduced |
| Joel Isaacson & Co., LLC | 701 | $203.7K | 0.01% | −82−10.5% | Reduced |
| Oracle Alpha Inc. | 710 | $206.3K | 0.37% | +710 | New |
| Peoples Bank | 711 | $206.6K | 0.12% | 00.0% | Unchanged |
| Conning Inc. | 712 | $206.9K | 0.01% | −55−7.2% | Reduced |
| Patton Fund Management, Inc. | 713 | $207.2K | 0.04% | +713 | New |
| TownSquare Capital, LLC | 714 | $207.5K | 0.00% | +714 | New |
| ASB Consultores, LLC | 720 | $209.3K | 0.05% | +720 | New |
| HighPoint Advisor Group LLC | 763 | $210.0K | 0.01% | −103−11.9% | Reduced |
| Concurrent Investment Advisors, LLC | 726 | $211.0K | 0.01% | −26−3.5% | Reduced |
| Little House Capital LLC | 731 | $212.5K | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 733 | $213.0K | 0.00% | −2,967−80.2% | Reduced |
| Kestra Private Wealth Services, LLC | 735 | $213.6K | 0.00% | +6+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 738 | $214.5K | 0.00% | −180−19.6% | Reduced |
| Mirabella Financial Services LLP | 738 | $214.5K | 0.02% | +190+34.7% | Added |
| Ferguson Wellman Capital Management, Inc | 742 | $215.6K | 0.00% | −31−4.0% | Reduced |
| Providence First Trust Co | 743 | $215.9K | 0.09% | +743 | New |
| Integrated Wealth Concepts LLC | 755 | $219.4K | 0.00% | −86−10.2% | Reduced |
| Sigma Planning Corp | 760 | $221.2K | 0.01% | +760 | New |
| Gallacher Capital Management LLC | 767 | $222.9K | 0.11% | +767 | New |
| Stephens Inc | 768 | $223.2K | 0.00% | −59−7.1% | Reduced |
| Equitable Holdings, Inc. | 770 | $223.8K | 0.00% | −350−31.3% | Reduced |
| Intech Investment Management LLC | 772 | $224.4K | 0.00% | +772 | New |
| Banque Pictet & Cie SA | 775 | $225.2K | 0.00% | +775 | New |
| Thrive Capital Management, LLC | 783 | $227.6K | 0.12% | +783 | New |
| Cipher Capital LP | 783 | $227.6K | 0.11% | +783 | New |
| Chicago Partners Investment Group LLC | 860 | $229.0K | 0.01% | +2+0.2% | Added |
| Gryphon Financial Partners LLC | 798 | $231.9K | 0.04% | +798 | New |
| Banque Cantonale Vaudoise | 799 | $233.0K | 0.01% | −347−30.3% | Reduced |
| Boston Private Wealth LLC | 805 | $234.0K | 0.01% | −120−13.0% | Reduced |
| Argent Trust Co | 812 | $236.0K | 0.01% | −50−5.8% | Reduced |
| DRW Securities, LLC | 815 | $236.9K | 0.01% | +815 | New |
| Meritage Portfolio Management | 818 | $238.0K | 0.02% | −78−8.7% | Reduced |
| Gateway Investment Advisers LLC | 819 | $238.0K | 0.00% | −95−10.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 827 | $240.4K | 0.00% | −962−53.8% | Reduced |
| NorthRock Partners, LLC | 829 | $240.9K | 0.01% | −554−40.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 830 | $241.2K | 0.00% | −35−4.0% | Reduced |
| Hyperion Capital Advisors LP | 831 | $241.5K | 0.11% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 832 | $241.8K | 0.02% | +832 | New |
| Andra AP-fonden | 834 | $242.4K | 0.00% | −9,266−91.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 766 | $243.2K | 0.00% | +440+135.0% | Added |
| Means Investment Co., Inc. | 841 | $244.4K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 863 | $250.8K | 0.13% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 880 | $255.8K | 0.04% | +408+86.4% | Added |
| HB Wealth Management, LLC | 890 | $258.7K | 0.00% | −496−35.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 892 | $259.2K | 0.00% | −5,608−86.3% | Reduced |
| Florida Financial Advisors, LLC | 896 | $260.5K | 0.19% | +896 | New |
| Bellecapital International Ltd. | 904 | $262.7K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 920 | $267.4K | 0.19% | +549+148.0% | Added |
| Total Clarity Wealth Management, Inc. | 924 | $268.5K | 0.09% | +924 | New |
| Sapient Capital LLC | 965 | $280.5K | 0.01% | −2−0.2% | Reduced |
| Ingalls & Snyder LLC | 980 | $285.0K | 0.01% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,000 | $290.6K | 0.05% | +1,000 | New |