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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 1,939 | $628.4K | 0.43% | +1,939 | New |
| Whittier Trust Co | 1,943 | $629.7K | 0.01% | −408−17.4% | Reduced |
| PFG Investments, LLC | 1,951 | $632.3K | 0.04% | +25+1.3% | Added |
| CIBC Private Wealth Group, LLC | 1,989 | $644.6K | 0.00% | −288−12.6% | Reduced |
| III Capital Management | 2,000 | $648.2K | 0.05% | −1,166−36.8% | Reduced |
| STF Management LP | 2,091 | $677.7K | 0.31% | −246−10.5% | Reduced |
| LSV Asset Management | 2,100 | $681.0K | 0.00% | +2,100 | New |
| Wolf Group Capital Advisors | 1,866 | $685.5K | 0.33% | +1,866 | New |
| Greenleaf Trust | 2,126 | $689.0K | 0.01% | +125+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,165 | $701.5K | 0.00% | +325+17.7% | Added |
| Vident Advisory, LLC | 2,170 | $703.2K | 0.02% | +59+2.8% | Added |
| Mount Lucas Management LP | 2,187 | $708.8K | 0.24% | −3,293−60.1% | Reduced |
| Warren Averett Asset Management, LLC | 2,199 | $712.7K | 0.01% | +352+19.1% | Added |
| V-Square Quantitative Management LLC | 2,265 | $734.0K | 0.11% | +67+3.0% | Added |
| Cidel Asset Management Inc | 2,273 | $736.6K | 0.05% | +131+6.1% | Added |
| Groupama Asset Managment | 2,835 | $737.6K | 0.02% | −293−9.4% | Reduced |
| Wetherby Asset Management Inc | 2,323 | $752.8K | 0.03% | +32+1.4% | Added |
| Friedenthal Financial | 2,328 | $754.5K | 0.44% | +2,328 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,346 | $760.3K | 0.00% | +10.0% | Added |
| Clearstead Advisors, LLC | 2,359 | $764.5K | 0.01% | −70−2.9% | Reduced |
| Worth Asset Management, LLC | 2,367 | $767.1K | 0.42% | +2,367 | New |
| Shira Ridge Wealth Management | 2,385 | $772.9K | 0.39% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 2,400 | $777.8K | 0.02% | +19+0.8% | Added |
| LRT Capital Management, LLC | 2,472 | $801.1K | 0.74% | +2,472 | New |
| Baxter Bros Inc | 2,483 | $804.7K | 0.10% | −222−8.2% | Reduced |
| Ossiam | 2,483 | $804.7K | 0.02% | +296+13.5% | Added |
| Veriti Management LLC | 2,487 | $806.1K | 0.04% | +73+3.0% | Added |
| AQR Capital Management LLC | 2,488 | $806.4K | 0.00% | +318+14.7% | Added |
| LMR Partners LLP | 2,500 | $810.2K | 0.02% | +2,500 | New |
| CAPROCK Group, Inc. | 2,518 | $816.0K | 0.03% | −499−16.5% | Reduced |
| Amica Retiree Medical Trust | 2,525 | $818.0K | 0.68% | +2,525 | New |
| Frank, Rimerman Advisors LLC | 2,542 | $823.8K | 0.06% | +144+6.0% | Added |
| Circle Wealth Management, LLC | 2,613 | $846.8K | 0.02% | −134−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,618 | $848.4K | 0.01% | +327+14.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,632 | $853.0K | 0.04% | +229+9.5% | Added |
| NorthRock Partners, LLC | 2,678 | $867.9K | 0.03% | +215+8.7% | Added |
| Cohen Klingenstein LLC | 2,700 | $875.0K | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 2,713 | $879.2K | 0.02% | −166,377−98.4% | Reduced |
| Hall Laurie J Trustee | 2,715 | $880.0K | 0.28% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 2,738 | $887.3K | 0.02% | +2,000+271.0% | Added |
| Oppenheimer & Co Inc | 2,762 | $895.1K | 0.01% | −12−0.4% | Reduced |
| Howard Capital Management Inc. | 2,784 | $902.2K | 0.01% | +2,784 | New |
| Brown Advisory Inc | 2,814 | $912.0K | 0.00% | −86−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,874 | $931.4K | 0.06% | −285−9.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,918 | $945.7K | 0.06% | −21−0.7% | Reduced |
| Axiom Advisory, LLC | 2,816 | $947.1K | 0.01% | +44+1.6% | Added |
| MML Investors Services, LLC | 2,925 | $948.0K | 0.00% | +579+24.7% | Added |
| Intech Investment Management LLC | 2,959 | $959.0K | 0.01% | +1,023+52.8% | Added |
| YHB Investment Advisors, Inc. | 2,983 | $966.7K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,076 | $996.9K | 0.02% | −41−1.3% | Reduced |
| Fifth Third Bancorp | 3,082 | $998.8K | 0.00% | +407+15.2% | Added |
| Investment Management Corp of Ontario | 3,145 | $1.02M | 0.02% | +1,000+46.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,250 | $1.05M | 0.00% | −719−18.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,291 | $1.07M | 0.00% | −2,154−39.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,297 | $1.07M | 0.02% | −797−19.5% | Reduced |
| Gamco Investors, Inc. Et Al | 3,328 | $1.08M | 0.01% | −175−5.0% | Reduced |
| Omers Administration Corp | 3,362 | $1.09M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,429 | $1.11M | 0.03% | +3,429 | New |
| Weik Capital Management | 3,453 | $1.12M | 0.45% | −225−6.1% | Reduced |
| Applied Finance Capital Management, LLC | 3,455 | $1.12M | 0.05% | −84−2.4% | Reduced |
| Ontario Teachers Pension Plan Board | 3,459 | $1.12M | 0.01% | −86−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,529 | $1.14M | 0.00% | −524−12.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,547 | $1.15M | 0.01% | +535+17.8% | Added |
| Empirical Finance, LLC | 3,700 | $1.20M | 0.07% | +60+1.6% | Added |
| Two Sigma Advisers, LP | 3,725 | $1.21M | 0.00% | +2,285+158.7% | Added |
| DRW Securities, LLC | 3,736 | $1.21M | 0.07% | −3,106−45.4% | Reduced |
| Mercer Global Advisors Inc | 3,717 | $1.22M | 0.00% | +5+0.1% | Added |
| Grand Jean Capital Management Inc | 3,775 | $1.22M | 0.27% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,800 | $1.23M | 0.03% | +127+3.5% | Added |
| E. Ohman J:or Asset Management AB | 3,820 | $1.24M | 0.03% | +20+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,896 | $1.26M | 0.36% | −82−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,002 | $1.30M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 4,002 | $1.30M | 0.01% | +4,002 | New |
| Ieq Capital, LLC | 4,101 | $1.33M | 0.02% | +302+7.9% | Added |
| Oddo BHF Asset Management SAS | 4,150 | $1.34M | 0.07% | +4,150 | New |
| Westside Investment Management, Inc. | 4,222 | $1.37M | 0.29% | −520−11.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,597 | $1.37M | 0.11% | −753−11.9% | Reduced |
| Neuberger Berman Group LLC | 4,248 | $1.38M | 0.00% | +84+2.0% | Added |
| Metis Global Partners, LLC | 4,317 | $1.40M | 0.04% | +175+4.2% | Added |
| Lakeview Capital Partners, LLC | 4,379 | $1.42M | 0.23% | −103−2.3% | Reduced |
| Brinker Capital Investments, LLC | 4,480 | $1.45M | 0.01% | +1,576+54.3% | Added |
| Orion Portfolio Solutions, LLC | 4,480 | $1.45M | 0.01% | +1,576+54.3% | Added |
| Central Pacific Bank - Trust Division | 4,500 | $1.46M | 0.18% | −25−0.6% | Reduced |
| Cetera Investment Advisers | 4,570 | $1.48M | 0.00% | −729−13.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,686 | $1.52M | 0.03% | −7,738−62.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,694 | $1.52M | 0.00% | +9+0.2% | Added |
| Public Sector Pension Investment Board | 4,710 | $1.53M | 0.01% | +400+9.3% | Added |
| Teza Capital Management LLC | 4,738 | $1.54M | 0.17% | +2,417+104.1% | Added |
| New Mexico Educational Retirement Board | 4,800 | $1.56M | 0.05% | −300−5.9% | Reduced |
| Assetmark, Inc | 4,809 | $1.56M | 0.00% | +611+14.6% | Added |
| Fox Run Management, L.L.C. | 4,824 | $1.56M | 0.35% | +4,824 | New |
| Tower Research Capital LLC (TRC) | 4,889 | $1.58M | 0.04% | −12,693−72.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,922 | $1.60M | 0.00% | +1,310+36.3% | Added |
| Bleakley Financial Group, LLC | 4,966 | $1.61M | 0.05% | +690+16.1% | Added |
| Sendero Wealth Management, LLC | 4,967 | $1.61M | 0.25% | −2,106−29.8% | Reduced |
| Panagora Asset Management Inc | 4,994 | $1.62M | 0.01% | −10.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,000 | $1.62M | 0.02% | +5,000 | New |
| Harvey Capital Management Inc | 5,036 | $1.63M | 0.41% | 00.0% | Unchanged |
| Commerce Bank | 5,058 | $1.64M | 0.01% | −270−5.1% | Reduced |
| Power Wealth Management LLC | 5,084 | $1.65M | 0.70% | +438+9.4% | Added |