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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 1,159 | $336.8K | 0.00% | −221−16.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,151 | $334.4K | 0.04% | −24−2.0% | Reduced |
| Wintrust Investments LLC | 1,150 | $334.0K | 0.03% | +1,150 | New |
| Advisory Services Network, LLC | 1,149 | $333.8K | 0.01% | −1,810−61.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,132 | $329.0K | 0.01% | −5−0.4% | Reduced |
| Foster & Motley Inc | 1,127 | $328.0K | 0.02% | +378+50.5% | Added |
| Chiron Capital Management, LLC | 1,105 | $321.1K | 0.29% | +1,105 | New |
| Axxcess Wealth Management, LLC | 1,101 | $320.0K | 0.01% | +441+66.8% | Added |
| Symmetry Partners, LLC | 1,099 | $319.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,087 | $315.9K | 0.01% | −1−0.1% | Reduced |
| Change Path, LLC | 1,079 | $314.0K | 0.01% | +403+59.6% | Added |
| Cigna Investments Inc | 1,075 | $312.0K | 0.06% | +9+0.8% | Added |
| Lake Street Advisors Group, LLC | 1,072 | $311.5K | 0.01% | −55−4.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,066 | $309.8K | 0.02% | −121−10.2% | Reduced |
| AlTi Global, Inc. | 1,059 | $307.7K | 0.01% | +404+61.7% | Added |
| Rothschild Investment LLC | 1,057 | $307.2K | 0.02% | +873+474.5% | Added |
| Arden Trust Co | 1,052 | $305.7K | 0.04% | −561−34.8% | Reduced |
| Defined Wealth Management, LLC | 1,050 | $305.2K | 0.22% | −160−13.2% | Reduced |
| Plato Investment Management Ltd | 1,037 | $301.4K | 0.03% | +818+373.5% | Added |
| BBR Partners, LLC | 1,033 | $300.2K | 0.02% | +1,033 | New |
| Meeder Advisory Services, Inc. | 1,032 | $299.9K | 0.03% | −301−22.6% | Reduced |
| Biltmore Wealth Management, LLC | 769 | $298.9K | 0.14% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,027 | $298.5K | 0.01% | −43,674−97.7% | Reduced |
| Roberts Capital Advisors, LLC | 1,023 | $297.3K | 0.29% | +1,023 | New |
| Trust Point Inc. | 1,006 | $292.4K | 0.02% | −253−20.1% | Reduced |
| Hyman Charles D | 1,004 | $292.0K | 0.02% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,000 | $290.6K | 0.05% | +1,000 | New |
| Ingalls & Snyder LLC | 980 | $285.0K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 965 | $280.5K | 0.01% | −2−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 924 | $268.5K | 0.09% | +924 | New |
| Western Pacific Wealth Management, LP | 920 | $267.4K | 0.19% | +549+148.0% | Added |
| Bellecapital International Ltd. | 904 | $262.7K | 0.06% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 896 | $260.5K | 0.19% | +896 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 892 | $259.2K | 0.00% | −5,608−86.3% | Reduced |
| HB Wealth Management, LLC | 890 | $258.7K | 0.00% | −496−35.8% | Reduced |
| V-Square Quantitative Management LLC | 880 | $255.8K | 0.04% | +408+86.4% | Added |
| Silverlake Wealth Management LLC | 863 | $250.8K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 841 | $244.4K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 766 | $243.2K | 0.00% | +440+135.0% | Added |
| Andra AP-fonden | 834 | $242.4K | 0.00% | −9,266−91.7% | Reduced |
| ProVise Management Group, LLC | 832 | $241.8K | 0.02% | +832 | New |
| Hyperion Capital Advisors LP | 831 | $241.5K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 830 | $241.2K | 0.00% | −35−4.0% | Reduced |
| NorthRock Partners, LLC | 829 | $240.9K | 0.01% | −554−40.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 827 | $240.4K | 0.00% | −962−53.8% | Reduced |
| Gateway Investment Advisers LLC | 819 | $238.0K | 0.00% | −95−10.4% | Reduced |
| Meritage Portfolio Management | 818 | $238.0K | 0.02% | −78−8.7% | Reduced |
| DRW Securities, LLC | 815 | $236.9K | 0.01% | +815 | New |
| Argent Trust Co | 812 | $236.0K | 0.01% | −50−5.8% | Reduced |
| Boston Private Wealth LLC | 805 | $234.0K | 0.01% | −120−13.0% | Reduced |
| Banque Cantonale Vaudoise | 799 | $233.0K | 0.01% | −347−30.3% | Reduced |
| Gryphon Financial Partners LLC | 798 | $231.9K | 0.04% | +798 | New |
| Chicago Partners Investment Group LLC | 860 | $229.0K | 0.01% | +2+0.2% | Added |
| Cipher Capital LP | 783 | $227.6K | 0.11% | +783 | New |
| Thrive Capital Management, LLC | 783 | $227.6K | 0.12% | +783 | New |
| Banque Pictet & Cie SA | 775 | $225.2K | 0.00% | +775 | New |
| Intech Investment Management LLC | 772 | $224.4K | 0.00% | +772 | New |
| Equitable Holdings, Inc. | 770 | $223.8K | 0.00% | −350−31.3% | Reduced |
| Stephens Inc | 768 | $223.2K | 0.00% | −59−7.1% | Reduced |
| Gallacher Capital Management LLC | 767 | $222.9K | 0.11% | +767 | New |
| Sigma Planning Corp | 760 | $221.2K | 0.01% | +760 | New |
| Integrated Wealth Concepts LLC | 755 | $219.4K | 0.00% | −86−10.2% | Reduced |
| Providence First Trust Co | 743 | $215.9K | 0.09% | +743 | New |
| Ferguson Wellman Capital Management, Inc | 742 | $215.6K | 0.00% | −31−4.0% | Reduced |
| 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 |
| Kestra Private Wealth Services, LLC | 735 | $213.6K | 0.00% | +6+0.8% | Added |
| Great Lakes Advisors, LLC | 733 | $213.0K | 0.00% | −2,967−80.2% | Reduced |
| Little House Capital LLC | 731 | $212.5K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 726 | $211.0K | 0.01% | −26−3.5% | Reduced |
| HighPoint Advisor Group LLC | 763 | $210.0K | 0.01% | −103−11.9% | Reduced |
| ASB Consultores, LLC | 720 | $209.3K | 0.05% | +720 | New |
| TownSquare Capital, LLC | 714 | $207.5K | 0.00% | +714 | New |
| Patton Fund Management, Inc. | 713 | $207.2K | 0.04% | +713 | New |
| Conning Inc. | 712 | $206.9K | 0.01% | −55−7.2% | Reduced |
| Peoples Bank | 711 | $206.6K | 0.12% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 710 | $206.3K | 0.37% | +710 | New |
| Joel Isaacson & Co., LLC | 701 | $203.7K | 0.01% | −82−10.5% | Reduced |
| IFP Advisors, Inc | 698 | $202.9K | 0.01% | −118−14.5% | Reduced |
| Quadrant Capital Group LLC | 697 | $202.6K | 0.02% | −435−38.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 696 | $202.3K | 0.00% | +50+7.7% | Added |
| FRG Family Wealth Advisors LLC | 790 | $202.2K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 691 | $200.8K | 0.01% | −584−45.8% | Reduced |
| Parsons Capital Management Inc | 690 | $200.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 689 | $200.2K | 0.00% | −299−30.3% | Reduced |
| Quent Capital, LLC | 670 | $195.0K | 0.02% | −23−3.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 655 | $190.4K | 0.02% | +360+122.0% | Added |
| Geneos Wealth Management Inc. | 642 | $186.6K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 606 | $176.1K | 0.02% | −49,094−98.8% | Reduced |
| Highlander Capital Management, LLC | 600 | $174.4K | 0.06% | 00.0% | Unchanged |
| Optiver Holding B.V. | 582 | $169.1K | 0.01% | +582 | New |
| Smithfield Trust Co | 561 | $164.0K | 0.01% | −912−61.9% | Reduced |
| CKW Financial Group | 575 | $163.0K | 0.02% | +175+43.8% | Added |
| Mather Group, LLC. | 412 | $160.3K | 0.00% | +412 | New |
| Federated Hermes, Inc. | 551 | $160.1K | 0.00% | +22+4.2% | Added |
| Laurion Capital Management LP | 549 | $159.6K | 0.00% | +549 | New |
| Paradigm Asset Management Co LLC | 500 | $145.3K | 0.04% | −100−16.7% | Reduced |
| North Star Investment Management Corp. | 499 | $145.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 493 | $143.3K | 0.02% | −1,734−77.9% | Reduced |
| Rosenberg Matthew Hamilton | 499 | $141.8K | 0.04% | +29+6.2% | Added |