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, Q1 2025
Institutional positions in Charter Communications, Inc. as of Mar 31, 2025. 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
- 879
- +30 vs. Q4 2024
- Shares held
- 104.0M
- +2.15M (+2.1%) vs. Q4 2024
- Total value
- $38.3B
- +$3.43B (+9.8%) vs. Q4 2024
- New holders
- 127
- 317 more added
- Sold out
- 97
- 271 more reduced
15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 18 | $6.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $6.75K | 0.00% | +6+42.9% | Added |
| Highline Wealth Partners LLC | 19 | $7.00K | 0.00% | +14+280.0% | Added |
| Rakuten Securities, Inc. | 20 | $7.37K | 0.00% | −1−4.8% | Reduced |
| Oakworth Capital, Inc. | 20 | $7.37K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $7.37K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $7.37K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $7.37K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $7.37K | 0.00% | +10+100.0% | Added |
| Hexagon Capital Partners LLC | 21 | $7.74K | 0.00% | −4−16.0% | Reduced |
| McClarren Financial Advisors, Inc. | 368 | $8.00K | 0.01% | +368 | New |
| Albion Financial Group | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $8.48K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 24 | $8.85K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $8.87K | 0.00% | −3−11.1% | Reduced |
| WealthCollab, LLC | 26 | $9.58K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27 | $9.95K | 0.01% | +27 | New |
| Wayfinding Financial, LLC | 29 | $10.0K | 0.00% | +29 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $10.3K | 0.00% | +28 | New |
| Old Second National Bank of Aurora | 30 | $11.1K | 0.00% | −11−26.8% | Reduced |
| Manchester Capital Management LLC | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32 | $11.8K | 0.00% | +1+3.2% | Added |
| Flaharty Asset Management, LLC | 32 | $11.8K | 0.00% | +32 | New |
| Caldwell Trust Co | 34 | $12.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $12.5K | 0.00% | +26+325.0% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $12.5K | 0.00% | +4+13.3% | Added |
| Saudi Central Bank | 36 | $13.3K | 0.07% | +36 | New |
| Glass Jacobson Investment Advisors llc | 40 | $13.7K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 39 | $14.0K | 0.01% | +29+290.0% | Added |
| Global X Japan Co., Ltd. | 39 | $14.4K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 40 | $14.7K | 0.00% | −21−34.4% | Reduced |
| Ogorek Anthony Joseph | 41 | $15.0K | 0.00% | +41 | New |
| Meeder Asset Management Inc | 42 | $15.5K | 0.00% | −17−28.8% | Reduced |
| Financial Management Professionals, Inc. | 43 | $15.8K | 0.00% | +43 | New |
| Colonial Trust Co | 44 | $16.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 44 | $16.3K | 0.01% | +1+2.3% | Added |
| Field & Main Bank | 45 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $17.3K | 0.01% | −1−2.1% | Reduced |
| Ameriflex Group, Inc. | 48 | $17.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $17.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $18.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $19.5K | 0.00% | −1−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 54 | $19.6K | 0.00% | −83−60.6% | Reduced |
| DT Investment Partners, LLC | 54 | $19.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $19.9K | 0.00% | +47+671.4% | Added |
| Front Row Advisors LLC | 58 | $21.4K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $21.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 59 | $21.7K | 0.00% | +15+34.1% | Added |
| Sandy Spring Bank | 60 | $22.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $23.2K | 0.00% | +24+61.5% | Added |
| City Holding Co | 65 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $24.3K | 0.00% | +5+8.2% | Added |
| Y.D. More Investments Ltd | 66 | $24.3K | 0.00% | +66 | New |
| Frazier Financial Advisors, LLC | 67 | $24.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $25.1K | 0.01% | −15−18.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 69 | $25.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 69 | $25.4K | 0.00% | +69 | New |
| CoreCap Advisors, LLC | 73 | $26.9K | 0.00% | −2−2.7% | Reduced |
| Ancora Advisors, LLC | 73 | $26.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 90 | $26.9K | 0.02% | +90 | New |
| Optiver Holding B.V. | 75 | $27.6K | 0.00% | +75 | New |
| Global Financial Private Client, LLC | 77 | $28.4K | 0.01% | +8+11.6% | Added |
| Plante Moran Financial Advisors, LLC | 79 | $29.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $30.2K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 83 | $30.6K | 0.02% | −9−9.8% | Reduced |
| St Germain D J Co Inc | 83 | $30.6K | 0.00% | +77+1,283.3% | Added |
| SOA Wealth Advisors, LLC. | 85 | $31.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 85 | $31.3K | 0.00% | +41+93.2% | Added |
| LRI Investments, LLC | 87 | $32.1K | 0.00% | −112−56.3% | Reduced |
| Brown Brothers Harriman & Co | 89 | $32.8K | 0.00% | −17−16.0% | Reduced |
| Montag A & Associates Inc | 91 | $33.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 94 | $34.6K | 0.00% | +55+141.0% | Added |
| Larson Financial Group LLC | 97 | $35.7K | 0.00% | +40+70.2% | Added |
| Costello Asset Management, INC | 100 | $36.9K | 0.01% | +100 | New |
| Hantz Financial Services, Inc. | 103 | $38.0K | 0.00% | +103 | New |
| Generali Asset Management SPA SGR | 108 | $39.8K | 0.00% | +3+2.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $40.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 109 | $40.2K | 0.00% | +109 | New |
| Sound Income Strategies, LLC | 110 | $40.5K | 0.00% | −13−10.6% | Reduced |
| Catalyst Capital Advisors LLC | 110 | $40.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $42.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 117 | $43.1K | 0.00% | −2−1.7% | Reduced |
| NBC Securities, Inc. | 129 | $47.0K | 0.00% | +129 | New |
| Mather Group, LLC. | 129 | $47.4K | 0.00% | +24+22.9% | Added |
| GW&K Investment Management, LLC | 130 | $48.0K | 0.00% | +9+7.4% | Added |
| Federated Hermes, Inc. | 133 | $49.0K | 0.00% | −237−64.1% | Reduced |
| Bryn Mawr Trust Co | 141 | $52.0K | 0.00% | −276−66.2% | Reduced |
| Hemington Wealth Management | 143 | $52.0K | 0.01% | +28+24.3% | Added |
| Westpac Banking Corp | 147 | $54.2K | 0.00% | −88−37.4% | Reduced |
| Johnson Financial Group, Inc. | 149 | $54.9K | 0.00% | −100−40.2% | Reduced |
| Trust Co of Vermont | 150 | $55.3K | 0.00% | −7−4.5% | Reduced |
| Spire Wealth Management | 157 | $57.9K | 0.00% | +5+3.3% | Added |
| Kestra Investment Management, LLC | 159 | $58.6K | 0.00% | −105−39.8% | Reduced |
| Private Trust Co NA | 161 | $59.3K | 0.01% | +66+69.5% | Added |
| Capital Advisors, Ltd. LLC | 169 | $62.0K | 0.01% | −5−2.9% | Reduced |
| PEAK6 LLC | 171 | $62.9K | 0.00% | −18,201−99.1% | Reduced |
| Harbour Investments, Inc. | 175 | $64.5K | 0.00% | +6+3.6% | Added |