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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 1,195 | $387.1K | 0.00% | +169+16.5% | Added |
| Ballentine Partners, LLC | 1,189 | $385.3K | 0.01% | +77+6.9% | Added |
| Beacon Pointe Advisors, LLC | 1,182 | $383.1K | 0.00% | −10−0.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,181 | $382.7K | 0.09% | +1,181 | New |
| Shufro Rose & Co LLC | 1,279 | $382.4K | 0.03% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,174 | $380.5K | 0.01% | +1,174 | New |
| Fort Washington Investment Advisors Inc | 1,159 | $375.6K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,150 | $372.7K | 0.00% | −103−8.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,148 | $372.0K | 0.01% | +15+1.3% | Added |
| Hyperion Capital Advisors LP | 1,133 | $367.2K | 0.17% | +120+11.8% | Added |
| Aptus Capital Advisors, LLC | 1,131 | $366.5K | 0.01% | +433+62.0% | Added |
| Dark Forest Capital Management LP | 1,124 | $364.3K | 0.05% | +1,124 | New |
| Atria Investments LLC | 1,121 | $363.3K | 0.00% | +355+46.3% | Added |
| Aspiriant, LLC | 1,110 | $359.7K | 0.01% | +1+0.1% | Added |
| Ostrum Asset Management | 1,107 | $358.8K | 0.03% | +13+1.2% | Added |
| Plato Investment Management Ltd | 1,102 | $356.8K | 0.03% | +1,041+1,706.6% | Added |
| Maven Securities LTD | 1,100 | $356.5K | 0.04% | +1,100 | New |
| King Luther Capital Management Corp | 1,099 | $356.2K | 0.00% | −49−4.3% | Reduced |
| Forum Financial Management, LP | 1,090 | $353.2K | 0.01% | +3+0.3% | Added |
| Central Trust Co | 1,088 | $352.6K | 0.01% | −1,103−50.3% | Reduced |
| MBB Public Markets I LLC | 1,080 | $350.0K | 0.03% | −6,020−84.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,079 | $349.7K | 0.01% | +17+1.6% | Added |
| IHT Wealth Management, LLC | 1,066 | $347.9K | 0.01% | +1,066 | New |
| CX Institutional | 1,072 | $347.4K | 0.02% | −9,833−90.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,063 | $344.5K | 0.01% | −61−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 1,062 | $344.2K | 0.02% | +58+5.8% | Added |
| Alps Advisors Inc | 1,050 | $340.3K | 0.00% | +1,050 | New |
| Florida Financial Advisors, LLC | 1,043 | $338.1K | 0.17% | +99+10.5% | Added |
| Cohen Capital Management, Inc. | 1,036 | $335.7K | 0.05% | −204−16.5% | Reduced |
| Legacy Advisors, LLC | 1,033 | $334.8K | 0.04% | −30−2.8% | Reduced |
| BBR Partners, LLC | 1,033 | $334.8K | 0.03% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,023 | $331.5K | 0.28% | 00.0% | Unchanged |
| Umb Bank N A | 1,023 | $331.5K | 0.01% | +429+72.2% | Added |
| Chiron Capital Management, LLC | 1,005 | $325.7K | 0.29% | −102−9.2% | Reduced |
| Cooper Financial Group | 1,005 | $325.7K | 0.04% | +1,005 | New |
| Catalyst Funds Management Pty Ltd | 1,000 | $324.1K | 0.07% | +1,000 | New |
| Catalyst Capital Advisors LLC | 984 | $318.9K | 0.01% | +848+623.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 983 | $318.6K | 0.01% | +264+36.7% | Added |
| Cigna Investments Inc | 977 | $317.0K | 0.06% | +27+2.8% | Added |
| Boothbay Fund Management, LLC | 958 | $310.5K | 0.01% | −187−16.3% | Reduced |
| Van Eck Associates Corp | 931 | $309.0K | 0.00% | +53+6.0% | Added |
| Permanens Capital L.P. | 936 | $303.3K | 0.06% | +936 | New |
| Ingalls & Snyder LLC | 923 | $299.0K | 0.01% | −100−9.8% | Reduced |
| Checchi Capital Advisers, LLC | 920 | $298.2K | 0.02% | −18−1.9% | Reduced |
| National Asset Management, Inc. | 909 | $294.4K | 0.01% | −142−13.5% | Reduced |
| Bellecapital International Ltd. | 904 | $293.0K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 901 | $292.0K | 0.01% | −77−7.9% | Reduced |
| Qtron Investments LLC | 887 | $287.5K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 883 | $286.2K | 0.01% | +53+6.4% | Added |
| Jones Financial Companies LLLP | 874 | $285.1K | 0.00% | +334+61.9% | Added |
| VitalStone Financial, LLC | 866 | $280.7K | 0.19% | +866 | New |
| Silverlake Wealth Management LLC | 863 | $279.7K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 852 | $276.1K | 0.02% | +852 | New |
| Means Investment Co., Inc. | 841 | $272.6K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 839 | $271.9K | 0.02% | −6−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 838 | $271.5K | 0.01% | +621+286.2% | Added |
| Avestar Capital, LLC | 830 | $269.0K | 0.03% | +75+9.9% | Added |
| Meritage Portfolio Management | 818 | $265.0K | 0.02% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 810 | $262.5K | 0.17% | −215−21.0% | Reduced |
| HighPoint Advisor Group LLC | 707 | $259.1K | 0.02% | −128−15.3% | Reduced |
| Chicago Partners Investment Group LLC | 779 | $258.8K | 0.01% | −116−13.0% | Reduced |
| Alpha Family Trust | 795 | $257.6K | 0.14% | +795 | New |
| Avantax Advisory Services, Inc. | 794 | $257.4K | 0.00% | −769−49.2% | Reduced |
| Humankind Investments LLC | 794 | $257.3K | 0.09% | −170−17.6% | Reduced |
| Gryphon Financial Partners LLC | 789 | $255.7K | 0.03% | +3+0.4% | Added |
| SOL Capital Management CO | 760 | $246.0K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 750 | $243.1K | 0.04% | +750 | New |
| MAI Capital Management | 736 | $238.6K | 0.00% | −58−7.3% | Reduced |
| Gateway Investment Advisers LLC | 736 | $238.5K | 0.00% | −6−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 731 | $236.9K | 0.00% | +37+5.3% | Added |
| Huntington National Bank | 727 | $235.6K | 0.00% | +21+3.0% | Added |
| First Horizon Advisors, Inc. | 726 | $235.3K | 0.01% | +12+1.7% | Added |
| Commerzbank Aktiengesellschaft | 724 | $235.0K | 0.01% | +724 | New |
| Conning Inc. | 725 | $235.0K | 0.01% | −12−1.6% | Reduced |
| Gallacher Capital Management LLC | 725 | $235.0K | 0.11% | +725 | New |
| International Assets Investment Management, LLC | 75,511 | $233.0K | 0.00% | +75,511 | New |
| Claret Asset Management Corp | 717 | $232.0K | 0.04% | +4+0.6% | Added |
| Petrus Trust Company, LTA | 712 | $230.7K | 0.02% | +712 | 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 |
| Colonial River Wealth Management, LLC | 706 | $228.8K | 0.11% | +706 | New |
| Sigma Planning Corp | 701 | $227.2K | 0.01% | −21−2.9% | Reduced |
| Argent Trust Co | 698 | $226.2K | 0.01% | −19−2.6% | Reduced |
| Parallel Advisors, LLC | 688 | $223.1K | 0.01% | +354+106.0% | Added |
| Ferguson Wellman Capital Management, Inc | 680 | $220.4K | 0.00% | −31−4.4% | Reduced |
| Geneos Wealth Management Inc. | 678 | $219.7K | 0.01% | +36+5.6% | Added |
| 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 |
| Stratos Wealth Partners, LTD. | 676 | $219.1K | 0.00% | −180−21.0% | Reduced |
| Raymond James Trust N.A. | 672 | $217.8K | 0.00% | −1,221−64.5% | Reduced |
| Quent Capital, LLC | 657 | $212.9K | 0.02% | −103−13.6% | Reduced |
| Parsons Capital Management Inc | 648 | $210.0K | 0.01% | +648 | New |
| Parametrica Management Ltd | 647 | $209.7K | 0.25% | +647 | New |
| Belpointe Asset Management LLC | 645 | $209.0K | 0.01% | +645 | New |
| Total Clarity Wealth Management, Inc. | 640 | $207.4K | 0.07% | −131−17.0% | Reduced |
| Edge Capital Group, LLC | 637 | $206.4K | 0.01% | +637 | New |
| Cercano Management LLC | 636 | $206.1K | 0.00% | +636 | New |
| Skopos Labs, Inc. | 634 | $205.5K | 0.07% | +634 | New |
| Norden Group LLC | 634 | $205.5K | 0.02% | +634 | New |
| Little House Capital LLC | 631 | $204.5K | 0.06% | −100−13.7% | Reduced |