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 |
|---|---|---|---|---|---|
| Hyman Charles D | 1,004 | $292.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 1,006 | $292.4K | 0.02% | −253−20.1% | Reduced |
| Roberts Capital Advisors, LLC | 1,023 | $297.3K | 0.29% | +1,023 | New |
| Exencial Wealth Advisors, LLC | 1,027 | $298.5K | 0.01% | −43,674−97.7% | Reduced |
| Biltmore Wealth Management, LLC | 769 | $298.9K | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,032 | $299.9K | 0.03% | −301−22.6% | Reduced |
| BBR Partners, LLC | 1,033 | $300.2K | 0.02% | +1,033 | New |
| Plato Investment Management Ltd | 1,037 | $301.4K | 0.03% | +818+373.5% | Added |
| Defined Wealth Management, LLC | 1,050 | $305.2K | 0.22% | −160−13.2% | Reduced |
| Arden Trust Co | 1,052 | $305.7K | 0.04% | −561−34.8% | Reduced |
| Rothschild Investment LLC | 1,057 | $307.2K | 0.02% | +873+474.5% | Added |
| AlTi Global, Inc. | 1,059 | $307.7K | 0.01% | +404+61.7% | Added |
| Checchi Capital Advisers, LLC | 1,066 | $309.8K | 0.02% | −121−10.2% | Reduced |
| Lake Street Advisors Group, LLC | 1,072 | $311.5K | 0.01% | −55−4.9% | Reduced |
| Cigna Investments Inc | 1,075 | $312.0K | 0.06% | +9+0.8% | Added |
| Change Path, LLC | 1,079 | $314.0K | 0.01% | +403+59.6% | Added |
| Forum Financial Management, LP | 1,087 | $315.9K | 0.01% | −1−0.1% | Reduced |
| Symmetry Partners, LLC | 1,099 | $319.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,101 | $320.0K | 0.01% | +441+66.8% | Added |
| Chiron Capital Management, LLC | 1,105 | $321.1K | 0.29% | +1,105 | New |
| Foster & Motley Inc | 1,127 | $328.0K | 0.02% | +378+50.5% | Added |
| Pure Financial Advisors, Inc. | 1,132 | $329.0K | 0.01% | −5−0.4% | Reduced |
| Advisory Services Network, LLC | 1,149 | $333.8K | 0.01% | −1,810−61.2% | Reduced |
| Wintrust Investments LLC | 1,150 | $334.0K | 0.03% | +1,150 | New |
| Institute for Wealth Management, LLC. | 1,151 | $334.4K | 0.04% | −24−2.0% | Reduced |
| Fort Washington Investment Advisors Inc | 1,159 | $336.8K | 0.00% | −221−16.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,162 | $337.7K | 0.00% | +37+3.3% | Added |
| EP Wealth Advisors, LLC | 1,166 | $338.9K | 0.00% | −155−11.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,170 | $340.0K | 0.02% | +394+50.8% | Added |
| Deseret Mutual Benefit Administrators | 1,179 | $342.7K | 0.17% | +80+7.3% | Added |
| Bradley Foster & Sargent Inc | 1,189 | $345.6K | 0.01% | −1−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 1,203 | $349.7K | 0.01% | +298+32.9% | Added |
| Sanders Morris Harris LLC | 1,217 | $353.7K | 0.07% | +4+0.3% | Added |
| Trust Asset Management LLC | 1,218 | $354.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,218 | $354.0K | 0.03% | +1,218 | New |
| Coldstream Capital Management Inc | 1,223 | $355.3K | 0.01% | −284−18.8% | Reduced |
| Cozad Asset Management Inc | 1,245 | $361.8K | 0.04% | −1,275−50.6% | Reduced |
| South State Corp. | 1,269 | $368.8K | 0.03% | −198−13.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,277 | $371.1K | 0.00% | −227,601−99.4% | Reduced |
| Fiduciary Trust Co | 1,299 | $377.5K | 0.01% | −43−3.2% | Reduced |
| King Luther Capital Management Corp | 1,305 | $379.3K | 0.00% | −83−6.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,310 | $380.7K | 0.00% | +690+111.3% | Added |
| Legacy Advisors, LLC | 1,322 | $384.2K | 0.05% | +10+0.8% | Added |
| Occudo Quantitative Strategies LP | 1,324 | $384.8K | 0.07% | +1,324 | New |
| Prestige Wealth Management Group LLC | 1,331 | $386.8K | 0.08% | +13+1.0% | Added |
| MAI Capital Management | 1,333 | $387.4K | 0.00% | +649+94.9% | Added |
| Councilmark Asset Management, LLC | 1,333 | $387.4K | 0.28% | +1,333 | New |
| Signaturefd, LLC | 1,344 | $390.6K | 0.01% | −410−23.4% | Reduced |
| Colony Group, LLC | 1,346 | $391.0K | 0.00% | −88−6.1% | Reduced |
| Ballentine Partners, LLC | 1,347 | $391.5K | 0.01% | −248−15.5% | Reduced |
| E Fund Management Co., Ltd. | 1,351 | $392.6K | 0.02% | −58−4.1% | Reduced |
| Centaurus Financial, Inc. | 1,351 | $393.0K | 0.03% | −265−16.4% | Reduced |
| Baird Financial Group, Inc. | 1,361 | $395.5K | 0.00% | −230−14.5% | Reduced |
| Cohen Capital Management, Inc. | 1,362 | $395.8K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,367 | $397.3K | 0.01% | −22−1.6% | Reduced |
| Argyle Capital Management Inc. | 1,391 | $404.3K | 0.16% | −112−7.5% | Reduced |
| Paloma Partners Management Co | 1,392 | $404.6K | 0.06% | −438−23.9% | Reduced |
| Eos Management, L.P. | 1,400 | $406.9K | 0.17% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,421 | $413.0K | 0.02% | −125−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 1,426 | $414.4K | 0.00% | +12+0.8% | Added |
| Pitcairn Co | 1,427 | $414.7K | 0.03% | +126+9.7% | Added |
| Williams Jones Wealth Management, LLC. | 1,433 | $416.5K | 0.01% | −18−1.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,445 | $420.0K | 0.05% | +10+0.7% | Added |
| Nebula Research & Development LLC | 1,448 | $420.8K | 0.09% | −124−7.9% | Reduced |
| Veriti Management LLC | 1,471 | $427.5K | 0.03% | −172−10.5% | Reduced |
| Oppenheimer Asset Management Inc. | 1,526 | $443.5K | 0.01% | +1,526 | New |
| Vestmark Advisory Solutions, Inc. | 1,537 | $446.7K | 0.02% | +1,537 | New |
| National Asset Management, Inc. | 1,019 | $448.2K | 0.01% | −55−5.1% | Reduced |
| Investment Management Corp of Ontario | 1,545 | $449.0K | 0.01% | −700−31.2% | Reduced |
| Quantinno Capital Management LP | 1,603 | $466.0K | 0.01% | −412−20.4% | Reduced |
| Blume Capital Management, Inc. | 1,628 | $473.1K | 0.12% | +1,628 | New |
| Heard Capital LLC | 1,630 | $473.7K | 0.03% | −30−1.8% | Reduced |
| Keybank National Association | 1,634 | $474.9K | 0.00% | −86−5.0% | Reduced |
| Tiaa Trust, National Association | 1,646 | $478.4K | 0.00% | −138−7.7% | Reduced |
| Power Wealth Management LLC | 1,660 | $482.4K | 0.30% | +696+72.2% | Added |
| Vantage Consulting Group Inc | 1,673 | $486.2K | 0.31% | +397+31.1% | Added |
| Aspiriant, LLC | 1,681 | $488.6K | 0.02% | +148+9.7% | Added |
| Armstrong, Fleming & Moore, Inc | 1,684 | $489.4K | 0.34% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,684 | $489.4K | 0.18% | +1,684 | New |
| Vestcor Inc | 1,696 | $493.0K | 0.02% | −443−20.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,702 | $494.7K | 0.03% | +1,702 | New |
| VisionPoint Advisory Group, LLC | 1,714 | $498.1K | 0.18% | +1,714 | New |
| Sequoia Financial Advisors, LLC | 1,739 | $505.4K | 0.01% | −569−24.7% | Reduced |
| Cheviot Value Management, LLC | 1,761 | $511.8K | 0.11% | −457−20.6% | Reduced |
| Shufro Rose & Co LLC | 1,779 | $517.0K | 0.04% | −134−7.0% | Reduced |
| CWM, LLC | 1,794 | $521.0K | 0.00% | −635−26.1% | Reduced |
| Regions Financial Corp | 1,807 | $525.2K | 0.00% | −587−24.5% | Reduced |
| Bridgefront Capital, LLC | 1,823 | $529.8K | 0.40% | +1,823 | New |
| Savant Capital, LLC | 1,828 | $531.3K | 0.01% | −1,374−42.9% | Reduced |
| Raymond James Trust N.A. | 1,881 | $546.7K | 0.01% | +619+49.0% | Added |
| Qtron Investments LLC | 1,886 | $548.1K | 0.08% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,887 | $548.4K | 0.03% | +1,887 | New |
| GWM Advisors LLC | 1,905 | $553.5K | 0.00% | −1,308−40.7% | Reduced |
| Apollon Wealth Management, LLC | 1,922 | $558.5K | 0.02% | +1,074+126.7% | Added |
| Vinva Investment Management Ltd | 1,939 | $563.5K | 0.03% | −62−3.1% | Reduced |
| Degroof Petercam Asset Management | 1,950 | $566.7K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,968 | $572.0K | 0.04% | +158+8.7% | Added |
| Blair William & Co | 1,975 | $574.0K | 0.00% | −1,833−48.1% | Reduced |
| Summit Trail Advisors, LLC | 1,999 | $581.0K | 0.02% | +216+12.1% | Added |
| Greenleaf Trust | 2,043 | $593.8K | 0.01% | −467−18.6% | Reduced |