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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,675 | $917.0K | 0.00% | −139−4.9% | 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 |
| NorthRock Partners, LLC | 2,559 | $877.1K | 0.03% | −119−4.4% | Reduced |
| Investment Management Corp of Ontario | 2,545 | $872.4K | 0.03% | −600−19.1% | Reduced |
| AE Wealth Management LLC | 2,540 | $870.6K | 0.01% | +646+34.1% | Added |
| Peak Retirement Planning, Inc. | 2,525 | $870.5K | 0.59% | +2,525 | New |
| Ontario Teachers Pension Plan Board | 2,525 | $865.5K | 0.01% | −934−27.0% | Reduced |
| LMR Partners LLP | 2,500 | $856.9K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 2,499 | $856.6K | 0.35% | +2,499 | New |
| Plato Investment Management Ltd | 2,462 | $847.0K | 0.06% | +1,360+123.4% | Added |
| MML Investors Services, LLC | 2,466 | $845.0K | 0.00% | −459−15.7% | Reduced |
| Circle Wealth Management, LLC | 2,460 | $843.2K | 0.02% | −153−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,444 | $837.7K | 0.01% | −174−6.6% | Reduced |
| Cidel Asset Management Inc | 2,404 | $824.0K | 0.06% | +131+5.8% | Added |
| Shira Ridge Wealth Management | 2,385 | $817.5K | 0.40% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 2,365 | $810.7K | 0.02% | −35−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,361 | $809.3K | 0.05% | −8,274−77.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,351 | $805.9K | 0.00% | +2,351 | New |
| Baxter Bros Inc | 2,350 | $805.5K | 0.11% | −133−5.4% | Reduced |
| Amica Retiree Medical Trust | 2,324 | $797.0K | 0.75% | −201−8.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,314 | $793.2K | 0.07% | +503+27.8% | Added |
| Warren Averett Asset Management, LLC | 2,298 | $787.7K | 0.01% | +99+4.5% | Added |
| Heard Capital LLC | 2,282 | $782.2K | 0.05% | +652+40.0% | Added |
| 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 |
| Frank, Rimerman Advisors LLC | 2,259 | $774.3K | 0.06% | −283−11.1% | Reduced |
| Axxcess Wealth Management, LLC | 2,225 | $762.7K | 0.02% | +339+18.0% | Added |
| Wetherby Asset Management Inc | 2,220 | $761.0K | 0.04% | −103−4.4% | Reduced |
| Change Path, LLC | 2,211 | $757.9K | 0.02% | +1,002+82.9% | Added |
| Doliver Advisors, LP | 2,159 | $740.1K | 0.21% | +2,159 | New |
| STF Management LP | 2,133 | $731.1K | 0.33% | +42+2.0% | Added |
| Colony Group, LLC | 2,126 | $728.7K | 0.00% | +572+36.8% | Added |
| Summit Trail Advisors, LLC | 2,091 | $716.7K | 0.03% | +265+14.5% | Added |
| Greenleaf Trust | 2,090 | $716.4K | 0.01% | −36−1.7% | Reduced |
| Mount Lucas Management LP | 2,060 | $706.1K | 0.25% | −127−5.8% | Reduced |
| Coldstream Capital Management Inc | 2,047 | $701.7K | 0.01% | +159+8.4% | Added |
| Davenport & Co LLC | 2,047 | $701.6K | 0.00% | +2,047 | New |
| Paragon Capital Management Inc | 2,011 | $689.3K | 0.54% | +2,011 | New |
| Cresset Asset Management, LLC | 2,002 | $686.2K | 0.00% | −33,469−94.4% | Reduced |
| Wolf Group Capital Advisors | 1,866 | $685.5K | 0.34% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,977 | $677.7K | 0.06% | +175+9.7% | Added |
| PFG Investments, LLC | 1,976 | $677.3K | 0.04% | +25+1.3% | Added |
| Savant Capital, LLC | 1,972 | $676.1K | 0.01% | +167+9.3% | Added |
| E Fund Management Co., Ltd. | 1,913 | $655.7K | 0.03% | +445+30.3% | Added |
| Mirabella Financial Services LLP | 1,897 | $650.2K | 0.06% | −42,327−95.7% | Reduced |
| Woodline Partners LP | 1,896 | $649.9K | 0.00% | +1,896 | New |
| Pitcairn Co | 1,862 | $638.2K | 0.04% | +621+50.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,851 | $634.5K | 0.07% | −12−0.6% | Reduced |
| Cheviot Value Management, LLC | 1,836 | $629.3K | 0.12% | −50−2.7% | Reduced |
| Winnow Wealth LLC | 2,008 | $624.1K | 0.62% | +2,008 | New |
| CWM, LLC | 1,801 | $617.0K | 0.00% | +50+2.9% | Added |
| Captrust Financial Advisors | 1,739 | $596.1K | 0.00% | +499+40.2% | Added |
| Exchange Traded Concepts, LLC | 1,731 | $593.3K | 0.01% | −50−2.8% | Reduced |
| New Age Alpha Advisors, LLC | 1,729 | $592.6K | 0.02% | +1,729 | New |
| Kestra Advisory Services, LLC | 1,725 | $591.3K | 0.00% | +188+12.2% | Added |
| Clearstead Advisors, LLC | 1,720 | $589.5K | 0.01% | −639−27.1% | Reduced |
| Vestcor Inc | 1,693 | $580.0K | 0.02% | −3−0.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,684 | $577.2K | 0.35% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,682 | $576.5K | 0.12% | −168−9.1% | Reduced |
| Quantessence Capital LLC | 1,679 | $575.5K | 0.24% | +1,679 | New |
| HB Wealth Management, LLC | 1,660 | $569.0K | 0.01% | +126+8.2% | Added |
| Scientech Research LLC | 1,633 | $559.7K | 0.16% | −5,481−77.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,591 | $545.2K | 0.07% | −221−12.2% | Reduced |
| Panagora Asset Management Inc | 1,500 | $514.2K | 0.00% | −3,494−70.0% | Reduced |
| AlTi Global, Inc. | 1,471 | $512.1K | 0.01% | −1−0.1% | Reduced |
| Leonteq Securities AG | 1,447 | $496.0K | 0.05% | +984+212.5% | Added |
| Atlas Capital Advisors LLC | 1,443 | $494.6K | 0.06% | +1,373+1,961.4% | Added |
| Whittier Trust Co | 1,436 | $492.2K | 0.01% | −507−26.1% | Reduced |
| APG Asset Management N.V. | 1,483 | $490.9K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,428 | $489.5K | 0.06% | +1,428 | New |
| Abn Amro Investment Solutions | 1,411 | $483.6K | 0.01% | −1,302−48.0% | Reduced |
| Eos Management, L.P. | 1,400 | $479.9K | 0.20% | 00.0% | Unchanged |
| Keybank National Association | 1,392 | $477.1K | 0.00% | +35+2.6% | Added |
| Apollon Wealth Management, LLC | 1,372 | $470.1K | 0.01% | +62+4.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,272 | $459.2K | 0.01% | +1,272 | New |
| Horizon Investments, LLC | 1,336 | $457.9K | 0.01% | +15+1.1% | Added |
| Councilmark Asset Management, LLC | 1,335 | $457.6K | 0.31% | +2+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,324 | $453.8K | 0.01% | +22+1.7% | Added |
| Fiduciary Trust Co | 1,322 | $453.1K | 0.01% | +63+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,321 | $452.8K | 0.02% | −135−9.3% | Reduced |
| Occudo Quantitative Strategies LP | 1,321 | $452.8K | 0.08% | +1,321 | New |
| Vontobel Holding Ltd. | 1,317 | $451.4K | 0.00% | −150−10.2% | Reduced |
| Group One Trading, L.P. | 1,311 | $449.4K | 0.02% | −8,918−87.2% | Reduced |
| Rothschild Investment LLC | 1,306 | $447.7K | 0.03% | −13−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 1,302 | $446.3K | 0.15% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,293 | $443.0K | 0.00% | +98+8.2% | Added |
| Deseret Mutual Benefit Administrators | 1,284 | $440.1K | 0.22% | +65+5.3% | Added |
| Foster & Motley Inc | 1,277 | $438.0K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,249 | $428.1K | 0.04% | +1,249 | New |
| Oppenheimer Asset Management Inc. | 1,245 | $426.7K | 0.01% | −45−3.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,235 | $423.3K | 0.02% | +2+0.2% | Added |
| Forum Financial Management, LP | 1,235 | $423.3K | 0.01% | +145+13.3% | Added |
| Gsa Capital Partners LLP | 1,233 | $423.0K | 0.03% | +1,233 | New |
| Argyle Capital Management Inc. | 1,234 | $423.0K | 0.17% | −36−2.8% | Reduced |
| Baird Financial Group, Inc. | 1,232 | $422.3K | 0.00% | +82+7.1% | Added |
| Signaturefd, LLC | 1,222 | $418.8K | 0.01% | −10−0.8% | Reduced |
| Blume Capital Management, Inc. | 1,218 | $417.5K | 0.09% | −385−24.0% | Reduced |
| Trust Asset Management LLC | 1,218 | $417.5K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,215 | $416.5K | 0.06% | 00.0% | Unchanged |