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, Q2 2024
Institutional positions in Charter Communications, Inc. as of Jun 30, 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
- 788
- −28 vs. Q1 2024
- Shares held
- 104.9M
- +2.41M (+2.3%) vs. Q1 2024
- Total value
- $31.4B
- +$1.57B (+5.3%) vs. Q1 2024
- New holders
- 86
- 250 more added
- Sold out
- 114
- 302 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 23 | $6.88K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 24 | $7.17K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 24 | $7.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $7.47K | 0.00% | +8+47.1% | Added |
| Gradient Investments LLC | 26 | $7.77K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $8.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $8.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $8.67K | 0.00% | −3−9.4% | Reduced |
| WR Wealth Planners, LLC | 29 | $8.67K | 0.00% | +24+480.0% | Added |
| Sachetta, LLC | 23 | $8.81K | 0.00% | +8+53.3% | Added |
| Aspire Private Capital, LLC | 30 | $8.97K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $8.97K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $8.97K | 0.00% | +27+900.0% | Added |
| Redwood Wealth Management Group, LLC | 32 | $9.57K | 0.01% | +32 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $9.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 34 | $10.2K | 0.00% | −285−89.3% | Reduced |
| Caldwell Trust Co | 34 | $10.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $10.5K | 0.00% | −60−63.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 37 | $11.1K | 0.01% | +35+1,750.0% | Added |
| Glass Jacobson Investment Advisors llc | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $12.2K | 0.00% | −35−46.7% | Reduced |
| Old Second National Bank of Aurora | 41 | $12.3K | 0.00% | −17−29.3% | Reduced |
| West Branch Capital LLC | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 43 | $12.9K | 0.01% | +41+2,050.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 45 | $13.5K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 45 | $13.5K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $13.8K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $14.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $14.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 51 | $15.2K | 0.00% | −37−42.0% | Reduced |
| Zions Bancorporation, N.A. | 54 | $16.1K | 0.00% | −85−61.2% | Reduced |
| DT Investment Partners, LLC | 55 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $17.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 60 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $17.9K | 0.00% | −17−22.1% | Reduced |
| Plato Investment Management Ltd | 61 | $18.2K | 0.00% | −976−94.1% | Reduced |
| Harbor Investment Advisory, LLC | 62 | $18.5K | 0.00% | −31−33.3% | Reduced |
| Crewe Advisors LLC | 62 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $18.9K | 0.01% | −435−87.2% | Reduced |
| City Holding Co | 65 | $19.4K | 0.00% | −50−43.5% | Reduced |
| Frazier Financial Advisors, LLC | 67 | $20.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $20.3K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $20.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $20.6K | 0.00% | +4+6.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $21.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $22.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 79 | $23.6K | 0.00% | +40+102.6% | Added |
| Compass Wealth Management LLC | 80 | $23.9K | 0.01% | +80 | New |
| JJJ Advisors Inc. | 81 | $24.2K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $24.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $24.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 83 | $24.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 84 | $25.1K | 0.00% | +84 | New |
| SOA Wealth Advisors, LLC. | 85 | $25.4K | 0.01% | −1−1.2% | Reduced |
| Grove Bank & Trust | 87 | $26.0K | 0.00% | −7−7.4% | Reduced |
| Strengthening Families & Communities, LLC | 90 | $27.0K | 0.01% | +90 | New |
| PSI Advisors, LLC | 91 | $27.2K | 0.01% | −25−21.6% | Reduced |
| Montag A & Associates Inc | 91 | $27.2K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 95 | $28.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 100 | $29.9K | 0.00% | +22+28.2% | Added |
| Private Trust Co NA | 108 | $32.3K | 0.00% | −64−37.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $32.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 109 | $33.0K | 0.00% | +27+32.9% | Added |
| CVA Family Office, LLC | 112 | $33.5K | 0.01% | +110+5,500.0% | Added |
| Sound Income Strategies, LLC | 113 | $33.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 122 | $36.0K | 0.00% | +6+5.2% | Added |
| Armstrong Advisory Group, Inc | 125 | $37.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $37.4K | 0.00% | +2+1.6% | Added |
| Parkside Financial Bank & Trust | 127 | $38.0K | 0.01% | −249−66.2% | Reduced |
| NBC Securities, Inc. | 129 | $38.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 136 | $40.7K | 0.00% | −39−22.3% | Reduced |
| Catalyst Capital Advisors LLC | 136 | $40.7K | 0.00% | −4−2.9% | Reduced |
| Spire Wealth Management | 150 | $44.8K | 0.00% | −8−5.1% | Reduced |
| Harbour Investments, Inc. | 153 | $45.7K | 0.00% | −9−5.6% | Reduced |
| Massmutual Trust Co FSB | 159 | $47.5K | 0.00% | +83+109.2% | Added |
| Trust Co of Vermont | 162 | $48.4K | 0.00% | −100−38.2% | Reduced |
| TCTC Holdings, LLC | 165 | $49.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 165 | $49.3K | 0.00% | +116+236.7% | Added |
| Beach Investment Counsel Inc | 167 | $50.0K | 0.01% | +167 | New |
| CoreCap Advisors, LLC | 168 | $50.2K | 0.01% | −11−6.1% | Reduced |
| AdvisorNet Financial, Inc | 171 | $51.1K | 0.00% | −71−29.3% | Reduced |
| Global Retirement Partners, LLC | 173 | $51.7K | 0.00% | −121−41.2% | Reduced |
| Cromwell Holdings LLC | 174 | $52.0K | 0.03% | +174 | New |
| Smartleaf Asset Management LLC | 178 | $52.4K | 0.01% | −134−42.9% | Reduced |
| Sunbelt Securities, Inc. | 178 | $53.2K | 0.01% | −56−23.9% | Reduced |
| West Paces Advisors Inc. | 180 | $53.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 182 | $54.4K | 0.01% | +120+193.5% | Added |
| TD Waterhouse Canada Inc. | 184 | $54.5K | 0.00% | +3+1.7% | Added |
| Allworth Financial LP | 172 | $55.0K | 0.00% | +1+0.6% | Added |
| Hanson & Doremus Investment Management | 184 | $55.0K | 0.01% | −64−25.8% | Reduced |
| Concord Wealth Partners | 187 | $55.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 193 | $57.7K | 0.00% | −87−31.1% | Reduced |
| Optiver Holding B.V. | 194 | $58.0K | 0.00% | −388−66.7% | Reduced |
| Family Firm, Inc. | 200 | $59.8K | 0.01% | +200 | New |
| Mather Group, LLC. | 206 | $60.0K | 0.00% | −206−50.0% | Reduced |
| Farther Finance Advisors, LLC | 208 | $61.5K | 0.00% | +90+76.3% | Added |
| Smithfield Trust Co | 208 | $63.0K | 0.00% | −353−62.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 217 | $64.9K | 0.01% | 00.0% | Unchanged |