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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 180 | $53.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 178 | $53.2K | 0.01% | −56−23.9% | Reduced |
| Smartleaf Asset Management LLC | 178 | $52.4K | 0.01% | −134−42.9% | Reduced |
| Cromwell Holdings LLC | 174 | $52.0K | 0.03% | +174 | New |
| Global Retirement Partners, LLC | 173 | $51.7K | 0.00% | −121−41.2% | Reduced |
| AdvisorNet Financial, Inc | 171 | $51.1K | 0.00% | −71−29.3% | Reduced |
| CoreCap Advisors, LLC | 168 | $50.2K | 0.01% | −11−6.1% | Reduced |
| Beach Investment Counsel Inc | 167 | $50.0K | 0.01% | +167 | New |
| Venturi Wealth Management, LLC | 165 | $49.3K | 0.00% | +116+236.7% | Added |
| TCTC Holdings, LLC | 165 | $49.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 162 | $48.4K | 0.00% | −100−38.2% | Reduced |
| Massmutual Trust Co FSB | 159 | $47.5K | 0.00% | +83+109.2% | Added |
| Harbour Investments, Inc. | 153 | $45.7K | 0.00% | −9−5.6% | Reduced |
| Spire Wealth Management | 150 | $44.8K | 0.00% | −8−5.1% | Reduced |
| 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 |
| NBC Securities, Inc. | 129 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 127 | $38.0K | 0.01% | −249−66.2% | Reduced |
| Johnson Financial Group, Inc. | 125 | $37.4K | 0.00% | +2+1.6% | Added |
| Armstrong Advisory Group, Inc | 125 | $37.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 122 | $36.0K | 0.00% | +6+5.2% | Added |
| Sound Income Strategies, LLC | 113 | $33.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 112 | $33.5K | 0.01% | +110+5,500.0% | Added |
| GW&K Investment Management, LLC | 109 | $33.0K | 0.00% | +27+32.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $32.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $32.3K | 0.00% | −64−37.2% | Reduced |
| Altshuler Shaham Ltd | 100 | $29.9K | 0.00% | +22+28.2% | Added |
| Westpac Banking Corp | 95 | $28.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $27.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 91 | $27.2K | 0.01% | −25−21.6% | Reduced |
| Strengthening Families & Communities, LLC | 90 | $27.0K | 0.01% | +90 | New |
| Grove Bank & Trust | 87 | $26.0K | 0.00% | −7−7.4% | Reduced |
| SOA Wealth Advisors, LLC. | 85 | $25.4K | 0.01% | −1−1.2% | Reduced |
| Coppell Advisory Solutions LLC | 84 | $25.1K | 0.00% | +84 | New |
| Rise Advisors, LLC | 83 | $24.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $24.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 81 | $24.2K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $24.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 80 | $23.9K | 0.01% | +80 | New |
| Plante Moran Financial Advisors, LLC | 79 | $23.6K | 0.00% | +40+102.6% | Added |
| Colonial Trust Co | 76 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $21.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $21.0K | 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 |
| Front Row Advisors LLC | 68 | $20.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 67 | $20.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 65 | $19.4K | 0.00% | −50−43.5% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $18.9K | 0.01% | −435−87.2% | 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 |
| Plato Investment Management Ltd | 61 | $18.2K | 0.00% | −976−94.1% | Reduced |
| Sandy Spring Bank | 60 | $17.9K | 0.00% | −17−22.1% | Reduced |
| M&R Capital Management Inc | 60 | $17.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $17.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $16.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 54 | $16.1K | 0.00% | −85−61.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 51 | $15.2K | 0.00% | −37−42.0% | Reduced |
| ESL Trust Services, LLC | 50 | $14.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $14.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $13.8K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 45 | $13.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 45 | $13.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 43 | $12.9K | 0.01% | +41+2,050.0% | Added |
| West Branch Capital LLC | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 41 | $12.3K | 0.00% | −17−29.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $12.2K | 0.00% | −35−46.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 37 | $11.1K | 0.01% | +35+1,750.0% | Added |
| MV Capital Management, Inc. | 35 | $10.5K | 0.00% | −60−63.2% | Reduced |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $9.82K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 32 | $9.57K | 0.01% | +32 | New |
| 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 |
| Sachetta, LLC | 23 | $8.81K | 0.00% | +8+53.3% | Added |
| 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 |
| 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 |
| Gradient Investments LLC | 26 | $7.77K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $7.47K | 0.00% | +8+47.1% | Added |
| 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 |
| Salomon & Ludwin, LLC | 23 | $6.88K | 0.00% | −9−28.1% | Reduced |
| Nemes Rush Group LLC | 23 | $6.88K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 22 | $6.58K | 0.00% | +22 | New |
| Pacific Capital Wealth Advisors, Inc | 21 | $6.28K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $6.00K | 0.00% | +12+133.3% | Added |
| Clear Street Markets LLC | 19 | $6.00K | 0.00% | +19 | New |
| Arcadia Investment Management Corp | 20 | $5.98K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $5.98K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $5.98K | 0.00% | −40−66.7% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $5.98K | 0.00% | −10−33.3% | Reduced |
| Oakworth Capital, Inc. | 20 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $5.98K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $5.98K | 0.01% | +20 | New |