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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 220 | $65.8K | 0.01% | +215+4,300.0% | Added |
| AlphaCentric Advisors LLC | 233 | $69.7K | 0.05% | −9−3.7% | Reduced |
| 1620 Investment Advisors, Inc. | 243 | $72.6K | 0.06% | +243 | New |
| GHP Investment Advisors, Inc. | 264 | $78.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 266 | $79.5K | 0.03% | +57+27.3% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $84.0K | 0.00% | +1+0.4% | Added |
| Western Pacific Wealth Management, LP | 290 | $86.7K | 0.07% | −630−68.5% | Reduced |
| Atlas Capital Advisors LLC | 290 | $86.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 291 | $87.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 297 | $88.8K | 0.01% | +80+36.9% | Added |
| Andra AP-fonden | 300 | $89.7K | 0.00% | −534−64.0% | Reduced |
| Alta Advisers Ltd | 300 | $89.7K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 310 | $92.7K | 0.03% | +310 | New |
| Parallel Advisors, LLC | 334 | $99.9K | 0.00% | −36−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 335 | $100.0K | 0.00% | +14+4.4% | Added |
| Central Bank & Trust Co | 335 | $100.1K | 0.01% | −15−4.3% | Reduced |
| Asset Dedication, LLC | 394 | $117.8K | 0.01% | −104−20.9% | Reduced |
| HM Payson & Co | 405 | $121.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 430 | $129.0K | 0.08% | +48+12.6% | Added |
| IFP Advisors, Inc | 437 | $130.8K | 0.01% | −261−37.4% | Reduced |
| Ci Investments Inc. | 451 | $135.0K | 0.00% | +51+12.8% | Added |
| Penserra Capital Management LLC | 455 | $136.0K | 0.00% | −14−3.0% | Reduced |
| Federated Hermes, Inc. | 466 | $139.3K | 0.00% | −85−15.4% | Reduced |
| Sentry Investment Management LLC | 476 | $142.0K | 0.06% | +476 | New |
| North Star Investment Management Corp. | 494 | $147.7K | 0.01% | −5−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 495 | $148.0K | 0.01% | +9+1.9% | Added |
| EverSource Wealth Advisors, LLC | 423 | $160.6K | 0.01% | +37+9.6% | Added |
| Jones Financial Companies LLLP | 540 | $161.4K | 0.00% | +524+3,275.0% | Added |
| CKW Financial Group | 575 | $170.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 578 | $172.8K | 0.01% | −691−54.5% | Reduced |
| Platinum Investment Management Ltd | 592 | $177.0K | 0.01% | +106+21.8% | Added |
| Umb Bank N A | 594 | $177.6K | 0.00% | +479+416.5% | Added |
| Geneos Wealth Management Inc. | 642 | $191.9K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 572 | $202.5K | 0.03% | +572 | New |
| Centaurus Financial, Inc. | 682 | $204.0K | 0.01% | −669−49.5% | Reduced |
| Integrated Wealth Concepts LLC | 686 | $205.1K | 0.00% | −69−9.1% | Reduced |
| Apollon Wealth Management, LLC | 687 | $205.3K | 0.01% | −1,235−64.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 694 | $207.5K | 0.00% | −136−16.4% | Reduced |
| Quadrant Capital Group LLC | 696 | $208.1K | 0.02% | −1−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 698 | $208.7K | 0.00% | +698 | New |
| Huntington National Bank | 706 | $211.1K | 0.00% | +17+2.5% | Added |
| Ferguson Wellman Capital Management, Inc | 711 | $212.6K | 0.00% | −31−4.2% | Reduced |
| Claret Asset Management Corp | 713 | $213.0K | 0.04% | +713 | New |
| First Horizon Advisors, Inc. | 714 | $213.5K | 0.01% | +643+905.6% | Added |
| Argent Trust Co | 717 | $214.4K | 0.01% | −95−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 719 | $215.0K | 0.01% | +719 | New |
| Sigma Planning Corp | 722 | $215.8K | 0.01% | −38−5.0% | Reduced |
| Little House Capital LLC | 731 | $218.5K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 737 | $220.3K | 0.01% | +25+3.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 738 | $220.6K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 742 | $221.8K | 0.00% | −77−9.4% | Reduced |
| Rosenbaum Jay D. | 750 | $224.2K | 1.27% | +750 | New |
| Avestar Capital, LLC | 755 | $225.7K | 0.02% | +755 | New |
| Great Lakes Advisors, LLC | 757 | $226.3K | 0.00% | +24+3.3% | Added |
| SOL Capital Management CO | 760 | $227.0K | 0.03% | +760 | New |
| Quent Capital, LLC | 760 | $227.2K | 0.03% | +90+13.4% | Added |
| Atria Investments LLC | 766 | $229.0K | 0.00% | +766 | New |
| Leonteq Securities AG | 768 | $229.6K | 0.03% | +487+173.3% | Added |
| Brookstone Capital Management | 696 | $229.8K | 0.00% | +696 | New |
| Total Clarity Wealth Management, Inc. | 771 | $230.5K | 0.08% | −153−16.6% | Reduced |
| Boston Private Wealth LLC | 772 | $230.8K | 0.01% | −33−4.1% | Reduced |
| Gryphon Financial Partners LLC | 786 | $235.0K | 0.04% | −12−1.5% | Reduced |
| MAI Capital Management | 794 | $237.3K | 0.00% | −539−40.4% | Reduced |
| Meritage Portfolio Management | 818 | $245.0K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 824 | $246.3K | 0.00% | −2,321−73.8% | Reduced |
| Diversified Trust Co | 830 | $248.1K | 0.01% | +830 | New |
| Means Investment Co., Inc. | 841 | $251.4K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 845 | $252.6K | 0.02% | −161−16.0% | Reduced |
| Vista Investment Management | 854 | $255.3K | 0.10% | −1,455−63.0% | Reduced |
| Stratos Wealth Partners, LTD. | 856 | $255.9K | 0.00% | −347−28.8% | Reduced |
| Silverlake Wealth Management LLC | 863 | $258.0K | 0.11% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 866 | $258.9K | 0.04% | +211+32.2% | Added |
| Dynamic Technology Lab Private Ltd | 869 | $260.0K | 0.03% | −5,314−85.9% | Reduced |
| Van Eck Associates Corp | 878 | $262.0K | 0.00% | +878 | New |
| Qtron Investments LLC | 887 | $265.2K | 0.04% | −999−53.0% | Reduced |
| Bellecapital International Ltd. | 904 | $270.3K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 914 | $273.2K | 0.02% | −118−11.4% | Reduced |
| Checchi Capital Advisers, LLC | 938 | $280.4K | 0.02% | −128−12.0% | Reduced |
| Florida Financial Advisors, LLC | 944 | $282.0K | 0.17% | +48+5.4% | Added |
| Cigna Investments Inc | 950 | $284.0K | 0.05% | −125−11.6% | Reduced |
| Readystate Asset Management LP | 951 | $284.3K | 0.01% | +951 | New |
| Humankind Investments LLC | 964 | $288.2K | 0.08% | +964 | New |
| Sapient Capital LLC | 978 | $292.4K | 0.01% | +13+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 985 | $294.5K | 0.02% | −717−42.1% | Reduced |
| Roberts Capital Advisors, LLC | 1,023 | $297.3K | 0.29% | 00.0% | Unchanged |
| Versor Investments LP | 1,002 | $299.6K | 0.06% | +1,002 | New |
| Hyman Charles D | 1,004 | $300.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,004 | $300.1K | 0.01% | −68−6.3% | Reduced |
| Elser Financial Planning, Inc | 1,004 | $300.2K | 0.05% | +1,004 | New |
| Arden Trust Co | 1,012 | $302.6K | 0.04% | −40−3.8% | Reduced |
| Hyperion Capital Advisors LP | 1,013 | $302.8K | 0.14% | +182+21.9% | Added |
| Banque Cantonale Vaudoise | 1,018 | $303.0K | 0.01% | +219+27.4% | Added |
| Ingalls & Snyder LLC | 1,023 | $306.0K | 0.01% | +43+4.4% | Added |
| Defined Wealth Management, LLC | 1,025 | $306.4K | 0.21% | −25−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,026 | $306.6K | 0.00% | −284−21.7% | Reduced |
| BBR Partners, LLC | 1,033 | $308.8K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,036 | $309.7K | 0.00% | −241−18.9% | Reduced |
| National Asset Management, Inc. | 1,051 | $314.2K | 0.01% | +32+3.1% | Added |
| Valeo Financial Advisors, LLC | 1,062 | $317.5K | 0.01% | +1,062 | New |
| Legacy Advisors, LLC | 1,063 | $317.8K | 0.04% | −259−19.6% | Reduced |