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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 1,591 | $545.2K | 0.07% | −221−12.2% | Reduced |
| Scientech Research LLC | 1,633 | $559.7K | 0.16% | −5,481−77.0% | Reduced |
| HB Wealth Management, LLC | 1,660 | $569.0K | 0.01% | +126+8.2% | Added |
| Quantessence Capital LLC | 1,679 | $575.5K | 0.24% | +1,679 | New |
| Prestige Wealth Management Group LLC | 1,682 | $576.5K | 0.12% | −168−9.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,684 | $577.2K | 0.35% | 00.0% | Unchanged |
| Vestcor Inc | 1,693 | $580.0K | 0.02% | −3−0.2% | Reduced |
| Clearstead Advisors, LLC | 1,720 | $589.5K | 0.01% | −639−27.1% | Reduced |
| Kestra Advisory Services, LLC | 1,725 | $591.3K | 0.00% | +188+12.2% | Added |
| New Age Alpha Advisors, LLC | 1,729 | $592.6K | 0.02% | +1,729 | New |
| Exchange Traded Concepts, LLC | 1,731 | $593.3K | 0.01% | −50−2.8% | Reduced |
| Captrust Financial Advisors | 1,739 | $596.1K | 0.00% | +499+40.2% | Added |
| CWM, LLC | 1,801 | $617.0K | 0.00% | +50+2.9% | Added |
| Winnow Wealth LLC | 2,008 | $624.1K | 0.62% | +2,008 | New |
| Cheviot Value Management, LLC | 1,836 | $629.3K | 0.12% | −50−2.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,851 | $634.5K | 0.07% | −12−0.6% | Reduced |
| Pitcairn Co | 1,862 | $638.2K | 0.04% | +621+50.0% | Added |
| Woodline Partners LP | 1,896 | $649.9K | 0.00% | +1,896 | New |
| Mirabella Financial Services LLP | 1,897 | $650.2K | 0.06% | −42,327−95.7% | Reduced |
| E Fund Management Co., Ltd. | 1,913 | $655.7K | 0.03% | +445+30.3% | Added |
| Savant Capital, LLC | 1,972 | $676.1K | 0.01% | +167+9.3% | Added |
| PFG Investments, LLC | 1,976 | $677.3K | 0.04% | +25+1.3% | Added |
| GAMMA Investing LLC | 1,977 | $677.7K | 0.06% | +175+9.7% | Added |
| Wolf Group Capital Advisors | 1,866 | $685.5K | 0.34% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,002 | $686.2K | 0.00% | −33,469−94.4% | Reduced |
| Paragon Capital Management Inc | 2,011 | $689.3K | 0.54% | +2,011 | New |
| Davenport & Co LLC | 2,047 | $701.6K | 0.00% | +2,047 | New |
| Coldstream Capital Management Inc | 2,047 | $701.7K | 0.01% | +159+8.4% | Added |
| Mount Lucas Management LP | 2,060 | $706.1K | 0.25% | −127−5.8% | Reduced |
| Greenleaf Trust | 2,090 | $716.4K | 0.01% | −36−1.7% | Reduced |
| Summit Trail Advisors, LLC | 2,091 | $716.7K | 0.03% | +265+14.5% | Added |
| Colony Group, LLC | 2,126 | $728.7K | 0.00% | +572+36.8% | Added |
| STF Management LP | 2,133 | $731.1K | 0.33% | +42+2.0% | Added |
| Doliver Advisors, LP | 2,159 | $740.1K | 0.21% | +2,159 | New |
| Change Path, LLC | 2,211 | $757.9K | 0.02% | +1,002+82.9% | Added |
| Wetherby Asset Management Inc | 2,220 | $761.0K | 0.04% | −103−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,225 | $762.7K | 0.02% | +339+18.0% | Added |
| Frank, Rimerman Advisors LLC | 2,259 | $774.3K | 0.06% | −283−11.1% | Reduced |
| V-Square Quantitative Management LLC | 2,265 | $776.4K | 0.11% | 00.0% | Unchanged |
| 111 Capital | 2,265 | $776.4K | 0.16% | +2,265 | New |
| Heard Capital LLC | 2,282 | $782.2K | 0.05% | +652+40.0% | Added |
| Warren Averett Asset Management, LLC | 2,298 | $787.7K | 0.01% | +99+4.5% | Added |
| China Universal Asset Management Co., Ltd. | 2,314 | $793.2K | 0.07% | +503+27.8% | Added |
| Amica Retiree Medical Trust | 2,324 | $797.0K | 0.75% | −201−8.0% | Reduced |
| Baxter Bros Inc | 2,350 | $805.5K | 0.11% | −133−5.4% | Reduced |
| Epoch Investment Partners, Inc. | 2,351 | $805.9K | 0.00% | +2,351 | New |
| Y-Intercept (Hong Kong) Ltd | 2,361 | $809.3K | 0.05% | −8,274−77.8% | Reduced |
| Sumitomo Life Insurance Co | 2,365 | $810.7K | 0.02% | −35−1.5% | Reduced |
| Shira Ridge Wealth Management | 2,385 | $817.5K | 0.40% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,404 | $824.0K | 0.06% | +131+5.8% | Added |
| Sequoia Financial Advisors, LLC | 2,444 | $837.7K | 0.01% | −174−6.6% | Reduced |
| Circle Wealth Management, LLC | 2,460 | $843.2K | 0.02% | −153−5.9% | Reduced |
| MML Investors Services, LLC | 2,466 | $845.0K | 0.00% | −459−15.7% | Reduced |
| Plato Investment Management Ltd | 2,462 | $847.0K | 0.06% | +1,360+123.4% | Added |
| Farringdon Capital, Ltd. | 2,499 | $856.6K | 0.35% | +2,499 | New |
| LMR Partners LLP | 2,500 | $856.9K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,525 | $865.5K | 0.01% | −934−27.0% | Reduced |
| Peak Retirement Planning, Inc. | 2,525 | $870.5K | 0.59% | +2,525 | New |
| AE Wealth Management LLC | 2,540 | $870.6K | 0.01% | +646+34.1% | Added |
| Investment Management Corp of Ontario | 2,545 | $872.4K | 0.03% | −600−19.1% | Reduced |
| NorthRock Partners, LLC | 2,559 | $877.1K | 0.03% | −119−4.4% | Reduced |
| Walleye Capital LLC | 2,627 | $900.5K | 0.01% | −108,686−97.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,627 | $900.5K | 0.01% | −2,059−43.9% | Reduced |
| Brown Advisory Inc | 2,675 | $917.0K | 0.00% | −139−4.9% | Reduced |
| Boothbay Fund Management, LLC | 2,678 | $917.9K | 0.03% | +1,720+179.5% | Added |
| YHB Investment Advisors, Inc. | 2,680 | $918.6K | 0.08% | −303−10.2% | Reduced |
| Hall Laurie J Trustee | 2,695 | $923.0K | 0.30% | −20−0.7% | Reduced |
| Cohen Klingenstein LLC | 2,700 | $925.5K | 0.03% | 00.0% | Unchanged |
| Shaolin Capital Management LLC | 2,700 | $925.5K | 0.03% | +2,700 | New |
| Federation des caisses Desjardins du Quebec | 2,710 | $928.8K | 0.00% | +545+25.2% | Added |
| Greenland Capital Management LP | 2,728 | $935.1K | 0.19% | +2,728 | New |
| Allstate Corp | 2,746 | $941.2K | 0.03% | +2,746 | New |
| Fifth Third Wealth Advisors LLC | 2,759 | $945.7K | 0.05% | −159−5.4% | Reduced |
| Prudential PLC | 2,769 | $949.1K | 0.00% | −2,491−47.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,774 | $951.0K | 0.02% | −523−15.9% | Reduced |
| Oppenheimer & Co Inc | 2,779 | $952.6K | 0.01% | +17+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 2,816 | $965.7K | 0.00% | +47+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,833 | $971.0K | 0.16% | −11,543−80.3% | Reduced |
| TownSquare Capital, LLC | 2,858 | $979.5K | 0.01% | +1,137+66.1% | Added |
| Howard Capital Management Inc. | 2,863 | $981.4K | 0.02% | +79+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,866 | $983.0K | 0.00% | −425−12.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,872 | $984.4K | 0.03% | +240+9.1% | Added |
| Inceptionr LLC | 2,925 | $1.00M | 0.22% | +2,925 | New |
| Ossiam | 2,995 | $1.03M | 0.02% | +512+20.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,071 | $1.05M | 0.02% | −5−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 3,103 | $1.06M | 0.01% | −225−6.8% | Reduced |
| Headlands Technologies LLC | 3,109 | $1.07M | 0.11% | −10,032−76.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 3,122 | $1.07M | 0.05% | +3,122 | New |
| Fifth Third Bancorp | 3,155 | $1.08M | 0.00% | +73+2.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,179 | $1.09M | 0.00% | −51,710−94.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,217 | $1.10M | 0.00% | −33−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 3,224 | $1.11M | 0.12% | −2,373−42.4% | Reduced |
| Ritholtz Wealth Management | 3,305 | $1.13M | 0.03% | +3,305 | New |
| Sendero Wealth Management, LLC | 3,324 | $1.14M | 0.17% | −1,643−33.1% | Reduced |
| Weik Capital Management | 3,383 | $1.16M | 0.47% | −70−2.0% | Reduced |
| AMG National Trust Bank | 3,412 | $1.17M | 0.03% | −17−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 3,455 | $1.18M | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,517 | $1.21M | 0.04% | +999+39.7% | Added |
| Blueshift Asset Management, LLC | 3,540 | $1.21M | 0.44% | −8,949−71.7% | Reduced |
| Ieq Capital, LLC | 3,592 | $1.23M | 0.01% | −509−12.4% | Reduced |