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, Q3 2024
Institutional positions in Charter Communications, Inc. as of Sep 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
- 839
- +62 vs. Q2 2024
- Shares held
- 103.1M
- +5.01M (+5.1%) vs. Q2 2024
- Total value
- $33.3B
- +$3.98B (+13.6%) vs. Q2 2024
- New holders
- 127
- 276 more added
- Sold out
- 65
- 275 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 208 | $68.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 211 | $69.4K | 0.00% | +27+14.7% | Added |
| Wintrust Investments LLC | 220 | $71.0K | 0.05% | −2,085−90.5% | Reduced |
| Allworth Financial LP | 220 | $71.2K | 0.00% | +48+27.9% | Added |
| Johnson Financial Group, Inc. | 223 | $72.3K | 0.00% | +98+78.4% | Added |
| AlphaCentric Advisors LLC | 225 | $72.9K | 0.05% | −8−3.4% | Reduced |
| Westpac Banking Corp | 235 | $76.2K | 0.01% | +140+147.4% | Added |
| LRI Investments, LLC | 206 | $81.2K | 0.01% | −14−6.4% | Reduced |
| GHP Investment Advisors, Inc. | 264 | $85.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 281 | $91.1K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 290 | $94.0K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 291 | $94.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 294 | $96.0K | 0.01% | +116+65.2% | Added |
| Alta Advisers Ltd | 300 | $97.2K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 316 | $103.0K | 0.01% | −366−53.7% | Reduced |
| Lindbrook Capital, LLC | 351 | $113.8K | 0.01% | +54+18.2% | Added |
| Farther Finance Advisors, LLC | 370 | $119.8K | 0.00% | +162+77.9% | Added |
| Principal Securities, Inc. | 381 | $123.5K | 0.00% | +188+97.4% | Added |
| Federated Hermes, Inc. | 388 | $125.7K | 0.00% | −78−16.7% | Reduced |
| GeoWealth Management, LLC | 394 | $127.7K | 0.00% | +394 | New |
| Asset Dedication, LLC | 394 | $127.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 401 | $130.0K | 0.00% | −50−11.1% | Reduced |
| Covestor Ltd | 408 | $133.0K | 0.08% | −22−5.1% | Reduced |
| HM Payson & Co | 413 | $133.8K | 0.00% | +8+2.0% | Added |
| IFP Advisors, Inc | 445 | $144.4K | 0.01% | +8+1.8% | Added |
| Penserra Capital Management LLC | 460 | $148.0K | 0.00% | +5+1.1% | Added |
| Leonteq Securities AG | 463 | $150.0K | 0.02% | −305−39.7% | Reduced |
| Sentry Investment Management LLC | 476 | $154.0K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 494 | $160.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 509 | $165.0K | 0.00% | +509 | New |
| SRS Capital Advisors, Inc. | 537 | $174.0K | 0.02% | +42+8.5% | Added |
| CKW Financial Group | 575 | $189.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 588 | $190.6K | 0.01% | +165+39.0% | Added |
| Congress Wealth Management LLC | 618 | $200.3K | 0.00% | +618 | New |
| Teacher Retirement System of Texas | 627 | $203.0K | 0.00% | −1,198−65.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 625 | $203.0K | 0.06% | +625 | New |
| Stephens Inc | 629 | $203.8K | 0.00% | +629 | New |
| Peoples Bank | 630 | $204.2K | 0.10% | +630 | New |
| Chemistry Wealth Management LLC | 630 | $204.2K | 0.05% | +630 | New |
| Little House Capital LLC | 631 | $204.5K | 0.06% | −100−13.7% | Reduced |
| Norden Group LLC | 634 | $205.5K | 0.02% | +634 | New |
| Skopos Labs, Inc. | 634 | $205.5K | 0.07% | +634 | New |
| Cercano Management LLC | 636 | $206.1K | 0.00% | +636 | New |
| Edge Capital Group, LLC | 637 | $206.4K | 0.01% | +637 | New |
| Total Clarity Wealth Management, Inc. | 640 | $207.4K | 0.07% | −131−17.0% | Reduced |
| Belpointe Asset Management LLC | 645 | $209.0K | 0.01% | +645 | New |
| Parametrica Management Ltd | 647 | $209.7K | 0.25% | +647 | New |
| Parsons Capital Management Inc | 648 | $210.0K | 0.01% | +648 | New |
| Quent Capital, LLC | 657 | $212.9K | 0.02% | −103−13.6% | Reduced |
| Raymond James Trust N.A. | 672 | $217.8K | 0.00% | −1,221−64.5% | Reduced |
| Stratos Wealth Partners, LTD. | 676 | $219.1K | 0.00% | −180−21.0% | Reduced |
| Great Lakes Advisors, LLC | 677 | $219.4K | 0.00% | −80−10.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 677 | $219.4K | 0.00% | +677 | New |
| Geneos Wealth Management Inc. | 678 | $219.7K | 0.01% | +36+5.6% | Added |
| Ferguson Wellman Capital Management, Inc | 680 | $220.4K | 0.00% | −31−4.4% | Reduced |
| Parallel Advisors, LLC | 688 | $223.1K | 0.01% | +354+106.0% | Added |
| Argent Trust Co | 698 | $226.2K | 0.01% | −19−2.6% | Reduced |
| Sigma Planning Corp | 701 | $227.2K | 0.01% | −21−2.9% | Reduced |
| Colonial River Wealth Management, LLC | 706 | $228.8K | 0.11% | +706 | New |
| Meeder Advisory Services, Inc. | 710 | $230.1K | 0.01% | −204−22.3% | Reduced |
| Quadrant Capital Group LLC | 710 | $230.1K | 0.02% | +14+2.0% | Added |
| Petrus Trust Company, LTA | 712 | $230.7K | 0.02% | +712 | New |
| Claret Asset Management Corp | 717 | $232.0K | 0.04% | +4+0.6% | Added |
| International Assets Investment Management, LLC | 75,511 | $233.0K | 0.00% | +75,511 | New |
| Conning Inc. | 725 | $235.0K | 0.01% | −12−1.6% | Reduced |
| Gallacher Capital Management LLC | 725 | $235.0K | 0.11% | +725 | New |
| Commerzbank Aktiengesellschaft | 724 | $235.0K | 0.01% | +724 | New |
| First Horizon Advisors, Inc. | 726 | $235.3K | 0.01% | +12+1.7% | Added |
| Huntington National Bank | 727 | $235.6K | 0.00% | +21+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 731 | $236.9K | 0.00% | +37+5.3% | Added |
| Gateway Investment Advisers LLC | 736 | $238.5K | 0.00% | −6−0.8% | Reduced |
| MAI Capital Management | 736 | $238.6K | 0.00% | −58−7.3% | Reduced |
| Premier Path Wealth Partners, LLC | 750 | $243.1K | 0.04% | +750 | New |
| SOL Capital Management CO | 760 | $246.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 789 | $255.7K | 0.03% | +3+0.4% | Added |
| Humankind Investments LLC | 794 | $257.3K | 0.09% | −170−17.6% | Reduced |
| Avantax Advisory Services, Inc. | 794 | $257.4K | 0.00% | −769−49.2% | Reduced |
| Alpha Family Trust | 795 | $257.6K | 0.14% | +795 | New |
| Chicago Partners Investment Group LLC | 779 | $258.8K | 0.01% | −116−13.0% | Reduced |
| HighPoint Advisor Group LLC | 707 | $259.1K | 0.02% | −128−15.3% | Reduced |
| Defined Wealth Management, LLC | 810 | $262.5K | 0.17% | −215−21.0% | Reduced |
| Meritage Portfolio Management | 818 | $265.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 830 | $269.0K | 0.03% | +75+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 838 | $271.5K | 0.01% | +621+286.2% | Added |
| Trust Point Inc. | 839 | $271.9K | 0.02% | −6−0.7% | Reduced |
| Means Investment Co., Inc. | 841 | $272.6K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 852 | $276.1K | 0.02% | +852 | New |
| Silverlake Wealth Management LLC | 863 | $279.7K | 0.11% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 866 | $280.7K | 0.19% | +866 | New |
| Jones Financial Companies LLLP | 874 | $285.1K | 0.00% | +334+61.9% | Added |
| Diversified Trust Co | 883 | $286.2K | 0.01% | +53+6.4% | Added |
| Qtron Investments LLC | 887 | $287.5K | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 901 | $292.0K | 0.01% | −77−7.9% | Reduced |
| Bellecapital International Ltd. | 904 | $293.0K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 909 | $294.4K | 0.01% | −142−13.5% | Reduced |
| Checchi Capital Advisers, LLC | 920 | $298.2K | 0.02% | −18−1.9% | Reduced |
| Ingalls & Snyder LLC | 923 | $299.0K | 0.01% | −100−9.8% | Reduced |
| Permanens Capital L.P. | 936 | $303.3K | 0.06% | +936 | New |
| Van Eck Associates Corp | 931 | $309.0K | 0.00% | +53+6.0% | Added |
| Boothbay Fund Management, LLC | 958 | $310.5K | 0.01% | −187−16.3% | Reduced |