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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 486 | $141.2K | 0.01% | +61+14.4% | Added |
| Platinum Investment Management Ltd | 486 | $141.2K | 0.01% | +102+26.6% | Added |
| Asset Dedication, LLC | 498 | $141.0K | 0.01% | −1,024−67.3% | Reduced |
| Penserra Capital Management LLC | 469 | $135.0K | 0.00% | −442−48.5% | Reduced |
| HM Payson & Co | 405 | $117.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $116.3K | 0.28% | +400 | New |
| Ci Investments Inc. | 400 | $116.0K | 0.00% | +122+43.9% | Added |
| Cambridge Trust Co | 393 | $114.2K | 0.00% | −18,220−97.9% | Reduced |
| Covestor Ltd | 382 | $111.0K | 0.07% | +330+634.6% | Added |
| Parkside Financial Bank & Trust | 376 | $109.3K | 0.02% | −24−6.0% | Reduced |
| Parallel Advisors, LLC | 370 | $107.5K | 0.00% | −120−24.5% | Reduced |
| Central Bank & Trust Co | 350 | $101.7K | 0.01% | −84−19.4% | Reduced |
| EverSource Wealth Advisors, LLC | 386 | $98.8K | 0.01% | −108−21.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 321 | $93.0K | 0.00% | +112+53.6% | Added |
| Bartlett & Co. Wealth Management LLC | 319 | $92.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 312 | $91.6K | 0.02% | +216+225.0% | Added |
| Alta Advisers Ltd | 300 | $87.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 294 | $85.4K | 0.00% | −23−7.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 291 | $84.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 290 | $84.3K | 0.01% | −37−11.3% | Reduced |
| GAMMA Investing LLC | 285 | $82.8K | 0.02% | −93−24.6% | Reduced |
| Leonteq Securities AG | 281 | $81.7K | 0.01% | +111+65.3% | Added |
| Principal Securities, Inc. | 280 | $81.4K | 0.00% | −35−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 280 | $81.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 264 | $76.6K | 0.00% | −26−9.0% | Reduced |
| Trust Co of Vermont | 262 | $76.1K | 0.00% | +200+322.6% | Added |
| Hanson & Doremus Investment Management | 248 | $72.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 244 | $70.9K | 0.00% | +244 | New |
| AdvisorNet Financial, Inc | 242 | $70.3K | 0.01% | −53−18.0% | Reduced |
| AlphaCentric Advisors LLC | 242 | $70.3K | 0.04% | −34−12.3% | Reduced |
| Sunbelt Securities, Inc. | 234 | $68.0K | 0.01% | −5−2.1% | Reduced |
| Natixis Investment Managers International | 233 | $67.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 217 | $63.1K | 0.01% | −118−35.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 217 | $63.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 209 | $60.7K | 0.03% | +187+850.0% | Added |
| Pflug Koory, LLC | 204 | $59.3K | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 202 | $58.7K | 0.00% | −327−61.8% | Reduced |
| Concord Wealth Partners | 187 | $54.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $52.3K | 0.01% | −17−8.6% | Reduced |
| CoreCap Advisors, LLC | 179 | $52.0K | 0.00% | −2,686−93.8% | Reduced |
| TD Private Client Wealth LLC | 175 | $50.9K | 0.00% | −26−12.9% | Reduced |
| TD Waterhouse Canada Inc. | 181 | $50.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 172 | $50.0K | 0.01% | −44−20.4% | Reduced |
| Allworth Financial LP | 171 | $49.8K | 0.00% | −13−7.1% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $48.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 165 | $48.0K | 0.00% | −3−1.8% | Reduced |
| Harbour Investments, Inc. | 162 | $47.1K | 0.00% | −5−3.0% | Reduced |
| Spire Wealth Management | 158 | $45.9K | 0.00% | −3−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 140 | $40.7K | 0.00% | −1−0.7% | Reduced |
| Zions Bancorporation, N.A. | 139 | $40.4K | 0.00% | −19−12.0% | Reduced |
| Riverview Trust Co | 136 | $39.5K | 0.03% | +136 | New |
| Acadian Asset Management LLC | 133 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 130 | $37.8K | 0.01% | +130 | New |
| NBC Securities, Inc. | 129 | $37.0K | 0.00% | −6,487−98.1% | Reduced |
| Toth Financial Advisory Corp | 125 | $36.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $35.7K | 0.00% | −46−27.2% | Reduced |
| New Covenant Trust Company, N.A. | 117 | $34.0K | 0.03% | +117 | New |
| Capital Advisors, Ltd. LLC | 116 | $34.0K | 0.00% | +6+5.5% | Added |
| PSI Advisors, LLC | 116 | $33.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 115 | $33.4K | 0.00% | −409−78.1% | Reduced |
| City Holding Co | 115 | $33.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 118 | $33.4K | 0.00% | −80−40.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 113 | $32.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 113 | $32.8K | 0.00% | +1+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $31.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $27.6K | 0.00% | −131−58.0% | Reduced |
| Westpac Banking Corp | 95 | $27.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $27.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $27.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $26.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $25.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 86 | $25.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 94 | $24.4K | 0.01% | +30+46.9% | Added |
| Rise Advisors, LLC | 83 | $24.1K | 0.01% | +82+8,200.0% | Added |
| GW&K Investment Management, LLC | 82 | $24.0K | 0.00% | −4−4.7% | Reduced |
| AllSquare Wealth Management LLC | 82 | $23.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 81 | $23.5K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $23.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 78 | $22.7K | 0.00% | +78 | New |
| Sandy Spring Bank | 77 | $22.4K | 0.00% | +7+10.0% | Added |
| Massmutual Trust Co FSB | 76 | $22.1K | 0.00% | −143−65.3% | Reduced |
| Colonial Trust Co | 76 | $22.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $22.0K | 0.00% | +72+2,400.0% | Added |
| Ancora Advisors, LLC | 73 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 78 | $21.0K | 0.00% | +78 | New |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $20.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $20.6K | 0.00% | +2+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 69 | $20.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $19.8K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 67 | $19.5K | 0.02% | +37+123.3% | Added |
| Meeder Asset Management Inc | 65 | $18.9K | 0.00% | +65 | New |
| Crewe Advisors LLC | 62 | $18.0K | 0.00% | +62 | New |
| Versant Capital Management, Inc | 62 | $18.0K | 0.01% | −104−62.7% | Reduced |
| Operose Advisors LLC | 60 | $17.4K | 0.01% | −211−77.9% | Reduced |
| M&R Capital Management Inc | 60 | $17.4K | 0.00% | −27−31.0% | Reduced |
| Old Second National Bank of Aurora | 58 | $16.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $16.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $14.5K | 0.00% | +50 | New |
| Venturi Wealth Management, LLC | 49 | $14.2K | 0.00% | +12+32.4% | Added |