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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 672 | $230.3K | 0.03% | +672 | New |
| Skopos Labs, Inc. | 671 | $230.0K | 0.07% | +37+5.8% | Added |
| Central Trust Co | 667 | $228.6K | 0.01% | −421−38.7% | Reduced |
| Chemistry Wealth Management LLC | 660 | $226.2K | 0.05% | +30+4.8% | Added |
| Belpointe Asset Management LLC | 648 | $225.2K | 0.01% | +3+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 655 | $224.5K | 0.00% | −22−3.2% | 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 |
| Quent Capital, LLC | 645 | $221.1K | 0.02% | −12−1.8% | Reduced |
| Choate Investment Advisors | 639 | $219.0K | 0.01% | +639 | New |
| Edge Capital Group, LLC | 637 | $218.3K | 0.01% | 00.0% | Unchanged |
| Cercano Management LLC | 636 | $218.0K | 0.01% | 00.0% | Unchanged |
| Little House Capital LLC | 631 | $216.3K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 626 | $214.6K | 0.00% | −3−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 622 | $213.2K | 0.01% | +34+5.8% | Added |
| CWA Asset Management Group, LLC | 618 | $211.8K | 0.01% | +618 | New |
| Congress Wealth Management LLC | 616 | $211.1K | 0.00% | −2−0.3% | Reduced |
| Peoples Bank | 615 | $210.8K | 0.12% | −15−2.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 613 | $210.1K | 0.07% | −27−4.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 608 | $208.4K | 0.01% | +608 | New |
| Meadow Creek Wealth Advisors LLC | 607 | $208.1K | 0.15% | +607 | New |
| Brookstone Capital Management | 602 | $206.4K | 0.00% | −906−60.1% | Reduced |
| Carnegie Lake Advisors LLC | 600 | $206.0K | 0.08% | +600 | New |
| Challenger Wealth Management | 600 | $205.7K | 0.18% | +600 | New |
| Crestline Management, LP | 596 | $204.3K | 0.01% | +596 | New |
| Beese Fulmer Investment Management, Inc. | 592 | $202.9K | 0.02% | +592 | New |
| CKW Financial Group | 590 | $202.0K | 0.02% | +15+2.6% | Added |
| Fidelis Capital Partners, LLC | 590 | $201.5K | 0.02% | +590 | New |
| SRS Capital Advisors, Inc. | 565 | $193.7K | 0.01% | +28+5.2% | Added |
| Ci Investments Inc. | 535 | $183.0K | 0.00% | +134+33.4% | Added |
| North Star Investment Management Corp. | 494 | $169.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 492 | $168.6K | 0.00% | +111+29.1% | Added |
| Western Pacific Wealth Management, LP | 465 | $159.4K | 0.13% | +175+60.3% | Added |
| IFP Advisors, Inc | 460 | $157.8K | 0.01% | +15+3.4% | Added |
| Bryn Mawr Trust Co | 417 | $142.9K | 0.00% | −92−18.1% | Reduced |
| Covestor Ltd | 383 | $132.0K | 0.08% | −25−6.1% | Reduced |
| Asset Dedication, LLC | 379 | $129.9K | 0.01% | −15−3.8% | Reduced |
| Smartleaf Asset Management LLC | 377 | $129.4K | 0.01% | +83+28.2% | Added |
| Federated Hermes, Inc. | 370 | $126.8K | 0.00% | −18−4.6% | Reduced |
| GeoWealth Management, LLC | 360 | $123.4K | 0.00% | −34−8.6% | Reduced |
| Simplex Trading, LLC | 338 | $115.0K | 0.00% | −5,432−94.1% | Reduced |
| Lindbrook Capital, LLC | 316 | $108.3K | 0.01% | −35−10.0% | Reduced |
| Farther Finance Advisors, LLC | 308 | $105.4K | 0.00% | −62−16.8% | Reduced |
| Centaurus Financial, Inc. | 306 | $105.0K | 0.01% | −10−3.2% | Reduced |
| Wintrust Investments LLC | 306 | $105.0K | 0.09% | +86+39.1% | Added |
| Blue Bell Private Wealth Management, LLC | 291 | $99.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 282 | $96.6K | 0.00% | +18+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $96.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 276 | $94.6K | 0.02% | +212+331.3% | Added |
| Kestra Investment Management, LLC | 264 | $90.5K | 0.00% | +264 | New |
| Allworth Financial LP | 256 | $90.3K | 0.00% | +36+16.4% | Added |
| Johnson Financial Group, Inc. | 249 | $86.0K | 0.00% | +26+11.7% | Added |
| Sentry Investment Management LLC | 243 | $83.0K | 0.04% | −233−48.9% | Reduced |
| Westpac Banking Corp | 235 | $80.6K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 62,251 | $79.6K | 0.03% | +62,251 | New |
| Versant Capital Management, Inc | 219 | $75.1K | 0.02% | +14+6.8% | Added |
| HM Payson & Co | 215 | $73.7K | 0.00% | −198−47.9% | Reduced |
| AlphaCentric Advisors LLC | 213 | $73.0K | 0.07% | −12−5.3% | Reduced |
| Smithfield Trust Co | 208 | $71.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 207 | $71.0K | 0.02% | +207 | New |
| Pflug Koory, LLC | 204 | $69.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $69.9K | 0.00% | +26+14.6% | Added |
| LRI Investments, LLC | 199 | $68.2K | 0.01% | −7−3.4% | Reduced |
| Global Retirement Partners, LLC | 191 | $65.5K | 0.00% | +1+0.5% | Added |
| Cromwell Holdings LLC | 186 | $63.8K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 185 | $63.4K | 0.00% | −26−12.3% | Reduced |
| Hanson & Doremus Investment Management | 184 | $63.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 180 | $61.7K | 0.01% | −4−2.2% | Reduced |
| West Paces Advisors Inc. | 180 | $61.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $60.0K | 0.01% | +17+10.8% | Added |
| Venturi Wealth Management, LLC | 173 | $59.3K | 0.00% | +5+3.0% | Added |
| CVA Family Office, LLC | 172 | $59.0K | 0.01% | +25+17.0% | Added |
| Harbour Investments, Inc. | 169 | $57.9K | 0.00% | +28+19.9% | Added |
| Union Bancaire Privee, UBP SA | 175 | $55.0K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 157 | $53.8K | 0.01% | +2+1.3% | Added |
| Trust Co of Vermont | 157 | $53.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 152 | $52.0K | 0.00% | +2+1.3% | Added |
| Grove Bank & Trust | 147 | $50.4K | 0.01% | +26+21.5% | Added |
| Aster Capital Management (DIFC) Ltd | 137 | $47.0K | 0.02% | +3+2.2% | Added |
| Quest Partners LLC | 132 | $45.2K | 0.01% | −1,770−93.1% | Reduced |
| Acadian Asset Management LLC | 133 | $45.0K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 131 | $44.9K | 0.04% | +131 | New |
| Armstrong Advisory Group, Inc | 125 | $42.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 123 | $42.2K | 0.00% | +10+8.8% | Added |
| GW&K Investment Management, LLC | 121 | $41.0K | 0.00% | +3+2.5% | Added |
| TD Private Client Wealth LLC | 119 | $40.8K | 0.00% | −13−9.8% | Reduced |
| Hemington Wealth Management | 115 | $39.0K | 0.01% | +20+21.1% | Added |
| Catalyst Capital Advisors LLC | 110 | $37.7K | 0.00% | −874−88.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $37.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 106 | $36.3K | 0.00% | +29+37.7% | Added |
| Mather Group, LLC. | 105 | $36.1K | 0.00% | −49−31.8% | Reduced |
| Generali Asset Management SPA SGR | 105 | $36.0K | 0.00% | +105 | New |
| Private Trust Co NA | 95 | $32.6K | 0.00% | +5+5.6% | Added |
| Sierra Ocean, LLC | 92 | $31.5K | 0.03% | +92 | New |
| Montag A & Associates Inc | 91 | $31.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $30.4K | 0.00% | +45+104.7% | Added |
| SOA Wealth Advisors, LLC. | 85 | $29.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 83 | $28.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $28.1K | 0.02% | 00.0% | Unchanged |