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, Q4 2024
Institutional positions in Charter Communications, Inc. as of Dec 31, 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
- 864
- +38 vs. Q3 2024
- Shares held
- 102.3M
- −743.6K (−0.7%) vs. Q3 2024
- Total value
- $35.0B
- +$1.75B (+5.3%) vs. Q3 2024
- New holders
- 120
- 281 more added
- Sold out
- 82
- 307 more reduced
13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 199 | $68.2K | 0.01% | −7−3.4% | Reduced |
| Pflug Koory, LLC | 204 | $69.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $69.9K | 0.00% | +26+14.6% | Added |
| BankPlus Trust Department | 207 | $71.0K | 0.02% | +207 | New |
| Smithfield Trust Co | 208 | $71.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 213 | $73.0K | 0.07% | −12−5.3% | Reduced |
| HM Payson & Co | 215 | $73.7K | 0.00% | −198−47.9% | Reduced |
| Versant Capital Management, Inc | 219 | $75.1K | 0.02% | +14+6.8% | Added |
| Empirical Asset Management, LLC | 62,251 | $79.6K | 0.03% | +62,251 | New |
| Westpac Banking Corp | 235 | $80.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 243 | $83.0K | 0.04% | −233−48.9% | Reduced |
| Johnson Financial Group, Inc. | 249 | $86.0K | 0.00% | +26+11.7% | Added |
| Allworth Financial LP | 256 | $90.3K | 0.00% | +36+16.4% | Added |
| Kestra Investment Management, LLC | 264 | $90.5K | 0.00% | +264 | New |
| Rosenberg Matthew Hamilton | 276 | $94.6K | 0.02% | +212+331.3% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $96.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 282 | $96.6K | 0.00% | +18+6.8% | Added |
| Blue Bell Private Wealth Management, LLC | 291 | $99.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 306 | $105.0K | 0.01% | −10−3.2% | Reduced |
| Wintrust Investments LLC | 306 | $105.0K | 0.09% | +86+39.1% | Added |
| Farther Finance Advisors, LLC | 308 | $105.4K | 0.00% | −62−16.8% | Reduced |
| Lindbrook Capital, LLC | 316 | $108.3K | 0.01% | −35−10.0% | Reduced |
| Simplex Trading, LLC | 338 | $115.0K | 0.00% | −5,432−94.1% | Reduced |
| GeoWealth Management, LLC | 360 | $123.4K | 0.00% | −34−8.6% | Reduced |
| Federated Hermes, Inc. | 370 | $126.8K | 0.00% | −18−4.6% | Reduced |
| Smartleaf Asset Management LLC | 377 | $129.4K | 0.01% | +83+28.2% | Added |
| Asset Dedication, LLC | 379 | $129.9K | 0.01% | −15−3.8% | Reduced |
| Covestor Ltd | 383 | $132.0K | 0.08% | −25−6.1% | Reduced |
| Bryn Mawr Trust Co | 417 | $142.9K | 0.00% | −92−18.1% | Reduced |
| IFP Advisors, Inc | 460 | $157.8K | 0.01% | +15+3.4% | Added |
| Western Pacific Wealth Management, LP | 465 | $159.4K | 0.13% | +175+60.3% | Added |
| Principal Securities, Inc. | 492 | $168.6K | 0.00% | +111+29.1% | Added |
| North Star Investment Management Corp. | 494 | $169.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 535 | $183.0K | 0.00% | +134+33.4% | Added |
| SRS Capital Advisors, Inc. | 565 | $193.7K | 0.01% | +28+5.2% | Added |
| Fidelis Capital Partners, LLC | 590 | $201.5K | 0.02% | +590 | New |
| CKW Financial Group | 590 | $202.0K | 0.02% | +15+2.6% | Added |
| Beese Fulmer Investment Management, Inc. | 592 | $202.9K | 0.02% | +592 | New |
| Crestline Management, LP | 596 | $204.3K | 0.01% | +596 | New |
| Challenger Wealth Management | 600 | $205.7K | 0.18% | +600 | New |
| Carnegie Lake Advisors LLC | 600 | $206.0K | 0.08% | +600 | New |
| Brookstone Capital Management | 602 | $206.4K | 0.00% | −906−60.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 607 | $208.1K | 0.15% | +607 | New |
| Signature Estate & Investment Advisors LLC | 608 | $208.4K | 0.01% | +608 | New |
| Total Clarity Wealth Management, Inc. | 613 | $210.1K | 0.07% | −27−4.2% | Reduced |
| Peoples Bank | 615 | $210.8K | 0.12% | −15−2.4% | Reduced |
| Congress Wealth Management LLC | 616 | $211.1K | 0.00% | −2−0.3% | Reduced |
| CWA Asset Management Group, LLC | 618 | $211.8K | 0.01% | +618 | New |
| EverSource Wealth Advisors, LLC | 622 | $213.2K | 0.01% | +34+5.8% | Added |
| Stephens Inc | 626 | $214.6K | 0.00% | −3−0.5% | Reduced |
| Little House Capital LLC | 631 | $216.3K | 0.06% | 00.0% | Unchanged |
| Cercano Management LLC | 636 | $218.0K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 637 | $218.3K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 639 | $219.0K | 0.01% | +639 | New |
| Quent Capital, LLC | 645 | $221.1K | 0.02% | −12−1.8% | Reduced |
| Alpha Family Trust | 645 | $221.1K | 0.12% | −150−18.9% | Reduced |
| Gryphon Financial Partners LLC | 645 | $221.1K | 0.03% | −144−18.3% | Reduced |
| Parsons Capital Management Inc | 645 | $221.1K | 0.01% | −3−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 655 | $224.5K | 0.00% | −22−3.2% | Reduced |
| Belpointe Asset Management LLC | 648 | $225.2K | 0.01% | +3+0.5% | Added |
| Chemistry Wealth Management LLC | 660 | $226.2K | 0.05% | +30+4.8% | Added |
| Central Trust Co | 667 | $228.6K | 0.01% | −421−38.7% | Reduced |
| Skopos Labs, Inc. | 671 | $230.0K | 0.07% | +37+5.8% | Added |
| Aaron Wealth Advisors | 672 | $230.3K | 0.03% | +672 | New |
| Centricity Wealth Management, LLC | 673 | $230.6K | 0.22% | +673 | New |
| Gateway Investment Advisers LLC | 674 | $231.0K | 0.00% | −62−8.4% | Reduced |
| Great Lakes Advisors, LLC | 678 | $232.4K | 0.00% | +1+0.1% | Added |
| Argent Trust Co | 679 | $232.7K | 0.01% | −19−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 680 | $233.1K | 0.00% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 683 | $234.1K | 0.15% | −682−50.0% | Reduced |
| Norden Group LLC | 683 | $234.1K | 0.03% | +49+7.7% | Added |
| Penserra Capital Management LLC | 692 | $236.0K | 0.00% | +232+50.4% | Added |
| Stratos Wealth Partners, LTD. | 689 | $236.2K | 0.00% | +13+1.9% | Added |
| XY Capital Ltd | 690 | $236.5K | 0.26% | +690 | New |
| MAI Capital Management | 694 | $238.0K | 0.00% | −42−5.7% | Reduced |
| Whalen Wealth Management Inc. | 695 | $238.3K | 0.17% | +695 | New |
| Steward Partners Investment Advisory, LLC | 700 | $239.9K | 0.00% | −31−4.2% | Reduced |
| Hunting Hill Global Capital, LLC | 700 | $239.9K | 0.11% | +700 | New |
| Sigma Planning Corp | 701 | $240.3K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 702 | $240.6K | 0.01% | +702 | New |
| Banco Santander, S.A. | 708 | $242.7K | 0.00% | −842−54.3% | Reduced |
| Huntington National Bank | 708 | $242.7K | 0.00% | −19−2.6% | Reduced |
| GWM Advisors LLC | 711 | $243.7K | 0.00% | −987−58.1% | Reduced |
| Parallel Advisors, LLC | 712 | $244.1K | 0.01% | +24+3.5% | Added |
| Defined Wealth Management, LLC | 720 | $246.8K | 0.16% | −90−11.1% | Reduced |
| Claret Asset Management Corp | 722 | $247.0K | 0.04% | +5+0.7% | Added |
| Permanens Capital L.P. | 723 | $247.8K | 0.05% | −213−22.8% | Reduced |
| HighPoint Advisor Group LLC | 709 | $248.8K | 0.01% | +2+0.3% | Added |
| First Horizon Advisors, Inc. | 726 | $248.9K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 735 | $252.0K | 0.08% | +110+17.6% | Added |
| EP Wealth Advisors, LLC | 737 | $252.7K | 0.00% | −513−41.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 738 | $253.0K | 0.01% | −100−11.9% | Reduced |
| Quadrant Capital Group LLC | 740 | $253.7K | 0.02% | +30+4.2% | Added |
| Kennondale Capital Management LLC | 741 | $254.0K | 0.27% | +741 | New |
| Humankind Investments LLC | 751 | $257.4K | 0.07% | −43−5.4% | Reduced |
| D'Orazio & Associates, Inc. | 757 | $259.5K | 0.04% | +757 | New |
| Boston Private Wealth LLC | 759 | $260.2K | 0.00% | +759 | New |
| SOL Capital Management CO | 760 | $261.0K | 0.03% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 771 | $264.2K | 0.07% | −5,700−88.1% | Reduced |
| Corton Capital Inc. | 772 | $264.6K | 0.15% | +772 | New |