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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 2,145 | $641.3K | 0.02% | +600+38.8% | Added |
| Econ Financial Services Corp | 2,143 | $640.7K | 0.40% | +2,143 | New |
| Cidel Asset Management Inc | 2,142 | $640.4K | 0.05% | +174+8.8% | Added |
| Vident Advisory, LLC | 2,111 | $631.1K | 0.02% | +61+3.0% | Added |
| Greenleaf Trust | 2,001 | $598.2K | 0.01% | −42−2.1% | Reduced |
| Simplex Trading, LLC | 1,983 | $592.0K | 0.02% | −14,564−88.0% | Reduced |
| Thrive Capital Management, LLC | 1,967 | $588.1K | 0.27% | +1,184+151.2% | Added |
| Assenagon Asset Management S.A. | 1,967 | $588.1K | 0.00% | −162−7.6% | Reduced |
| Canada Pension Plan Investment Board | 1,955 | $584.5K | 0.00% | −3,097−61.3% | Reduced |
| Intech Investment Management LLC | 1,936 | $578.8K | 0.01% | +1,164+150.8% | Added |
| PFG Investments, LLC | 1,926 | $575.8K | 0.04% | +39+2.1% | Added |
| Pearl River Capital, LLC | 1,916 | $572.8K | 0.09% | +1,916 | New |
| Vestmark Advisory Solutions, Inc. | 1,906 | $569.8K | 0.02% | +369+24.0% | Added |
| Blair William & Co | 1,894 | $566.2K | 0.00% | −81−4.1% | Reduced |
| Raymond James Trust N.A. | 1,893 | $565.9K | 0.01% | +12+0.6% | Added |
| Cheviot Value Management, LLC | 1,886 | $563.8K | 0.11% | +125+7.1% | Added |
| Savant Capital, LLC | 1,859 | $555.8K | 0.01% | +31+1.7% | Added |
| Warren Averett Asset Management, LLC | 1,847 | $552.2K | 0.01% | +1,847 | New |
| Federation des caisses Desjardins du Quebec | 1,840 | $550.1K | 0.00% | +1,074+140.2% | Added |
| Teacher Retirement System of Texas | 1,825 | $546.0K | 0.00% | −620−25.4% | Reduced |
| nVerses Capital, LLC | 1,800 | $538.1K | 0.32% | +1,400+350.0% | Added |
| Blume Capital Management, Inc. | 1,753 | $524.1K | 0.13% | +125+7.7% | Added |
| GWM Advisors LLC | 1,749 | $522.9K | 0.00% | −156−8.2% | Reduced |
| Summit Trail Advisors, LLC | 1,705 | $509.7K | 0.01% | −294−14.7% | Reduced |
| Vestcor Inc | 1,696 | $507.0K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,688 | $504.6K | 0.38% | +15+0.9% | Added |
| Armstrong, Fleming & Moore, Inc | 1,684 | $503.4K | 0.32% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,659 | $496.0K | 0.00% | −407−19.7% | Reduced |
| VisionPoint Advisory Group, LLC | 1,657 | $495.4K | 0.18% | −57−3.3% | Reduced |
| Heard Capital LLC | 1,630 | $487.3K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,610 | $481.0K | 0.00% | −184−10.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,590 | $475.2K | 0.06% | +439+38.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,582 | $473.0K | 0.06% | +137+9.5% | Added |
| AlTi Global, Inc. | 1,572 | $469.9K | 0.01% | +513+48.4% | Added |
| Colony Group, LLC | 1,570 | $469.0K | 0.00% | +224+16.6% | Added |
| Avantax Advisory Services, Inc. | 1,563 | $467.3K | 0.00% | +1,563 | New |
| CTC Alternative Strategies, Ltd. | 1,561 | $466.7K | 0.20% | +1,561 | New |
| Burney Co | 1,537 | $459.5K | 0.02% | −2,629−63.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,532 | $458.0K | 0.10% | +201+15.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,515 | $452.9K | 0.02% | +94+6.6% | Added |
| Coldstream Capital Management Inc | 1,491 | $445.6K | 0.01% | +268+21.9% | Added |
| TownSquare Capital, LLC | 1,473 | $440.4K | 0.01% | +759+106.3% | Added |
| Tiaa Trust, National Association | 1,445 | $432.0K | 0.00% | −201−12.2% | Reduced |
| Two Sigma Advisers, LP | 1,440 | $430.5K | 0.00% | +1,440 | New |
| Eos Management, L.P. | 1,400 | $418.5K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,392 | $416.2K | 0.01% | +25+1.8% | Added |
| HB Wealth Management, LLC | 1,387 | $414.7K | 0.00% | +497+55.8% | Added |
| E Fund Management Co., Ltd. | 1,367 | $408.7K | 0.02% | +16+1.2% | Added |
| Argyle Capital Management Inc. | 1,351 | $403.9K | 0.17% | −40−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 1,346 | $402.4K | 0.01% | −180−11.8% | Reduced |
| Councilmark Asset Management, LLC | 1,333 | $398.5K | 0.28% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,302 | $392.9K | 0.13% | +1,302 | New |
| GAMMA Investing LLC | 1,310 | $391.6K | 0.05% | +1,025+359.6% | Added |
| Fiduciary Trust Co | 1,302 | $389.2K | 0.01% | +3+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,301 | $388.9K | 0.00% | −132−9.2% | Reduced |
| Advisory Services Network, LLC | 1,296 | $387.5K | 0.01% | +147+12.8% | Added |
| Keybank National Association | 1,291 | $386.0K | 0.00% | −343−21.0% | Reduced |
| Shufro Rose & Co LLC | 1,279 | $382.4K | 0.03% | −500−28.1% | Reduced |
| Foster & Motley Inc | 1,277 | $382.0K | 0.03% | +150+13.3% | Added |
| Rothschild Investment LLC | 1,269 | $379.4K | 0.03% | +212+20.1% | Added |
| Pitcairn Co | 1,253 | $374.6K | 0.02% | −174−12.2% | Reduced |
| Baird Financial Group, Inc. | 1,253 | $374.6K | 0.00% | −108−7.9% | Reduced |
| Cohen Capital Management, Inc. | 1,240 | $370.7K | 0.06% | −122−9.0% | Reduced |
| Blueshift Asset Management, LLC | 1,239 | $370.4K | 0.12% | −3,506−73.9% | Reduced |
| Trust Asset Management LLC | 1,218 | $364.1K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,215 | $363.2K | 0.06% | −2−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,215 | $363.2K | 0.17% | +36+3.1% | Added |
| Change Path, LLC | 1,214 | $363.0K | 0.02% | +135+12.5% | Added |
| Beacon Pointe Advisors, LLC | 1,192 | $356.4K | 0.00% | −234−16.4% | Reduced |
| Fort Washington Investment Advisors Inc | 1,159 | $346.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,156 | $345.5K | 0.00% | −1,303−53.0% | Reduced |
| King Luther Capital Management Corp | 1,148 | $343.2K | 0.00% | −157−12.0% | Reduced |
| Chicago Partners Investment Group LLC | 895 | $342.8K | 0.01% | +35+4.1% | Added |
| Boothbay Fund Management, LLC | 1,145 | $342.3K | 0.01% | −12,498−91.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,133 | $338.8K | 0.01% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 1,124 | $336.0K | 0.01% | −65−5.5% | Reduced |
| Banco Santander, S.A. | 1,123 | $335.7K | 0.00% | +1,123 | New |
| Signaturefd, LLC | 1,114 | $332.9K | 0.01% | −230−17.1% | Reduced |
| Ballentine Partners, LLC | 1,112 | $332.4K | 0.01% | −235−17.4% | Reduced |
| Aspiriant, LLC | 1,109 | $331.5K | 0.01% | −572−34.0% | Reduced |
| Chiron Capital Management, LLC | 1,107 | $330.9K | 0.32% | +2+0.2% | Added |
| Axxcess Wealth Management, LLC | 1,101 | $329.2K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,099 | $329.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,100 | $328.9K | 0.00% | −66−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,098 | $328.3K | 0.02% | −72−6.2% | Reduced |
| Ostrum Asset Management | 1,094 | $327.1K | 0.03% | −1,890−63.3% | Reduced |
| Forum Financial Management, LP | 1,087 | $325.0K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 835 | $320.0K | 0.02% | +72+9.4% | Added |
| Legacy Advisors, LLC | 1,063 | $317.8K | 0.04% | −259−19.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,062 | $317.5K | 0.01% | +1,062 | New |
| National Asset Management, Inc. | 1,051 | $314.2K | 0.01% | +32+3.1% | Added |
| Kovitz Investment Group Partners, LLC | 1,036 | $309.7K | 0.00% | −241−18.9% | Reduced |
| BBR Partners, LLC | 1,033 | $308.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,026 | $306.6K | 0.00% | −284−21.7% | Reduced |
| Defined Wealth Management, LLC | 1,025 | $306.4K | 0.21% | −25−2.4% | Reduced |
| Ingalls & Snyder LLC | 1,023 | $306.0K | 0.01% | +43+4.4% | Added |
| Banque Cantonale Vaudoise | 1,018 | $303.0K | 0.01% | +219+27.4% | Added |
| Hyperion Capital Advisors LP | 1,013 | $302.8K | 0.14% | +182+21.9% | Added |
| Arden Trust Co | 1,012 | $302.6K | 0.04% | −40−3.8% | Reduced |
| Elser Financial Planning, Inc | 1,004 | $300.2K | 0.05% | +1,004 | New |