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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 177 | $65.2K | 0.01% | +5+2.9% | Added |
| Concord Wealth Partners | 180 | $66.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $66.3K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 184 | $68.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 185 | $68.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 188 | $69.3K | 0.01% | +31+19.7% | Added |
| IFP Advisors, Inc | 199 | $73.5K | 0.00% | −261−56.7% | Reduced |
| Smithfield Trust Co | 208 | $75.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $75.2K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 215 | $79.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $80.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 248 | $91.3K | 0.00% | −34−12.1% | Reduced |
| GeoWealth Management, LLC | 249 | $91.8K | 0.00% | −111−30.8% | Reduced |
| Allworth Financial LP | 283 | $94.8K | 0.00% | +27+10.5% | Added |
| Massmutual Trust Co FSB | 264 | $97.3K | 0.00% | +60+29.4% | Added |
| Rosenberg Matthew Hamilton | 276 | $101.7K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 306 | $102.0K | 0.07% | +63+25.9% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $103.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 282 | $103.9K | 0.07% | +96+51.6% | Added |
| Blue Bell Private Wealth Management, LLC | 291 | $107.2K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 318 | $117.0K | 0.01% | +12+3.9% | Added |
| Covestor Ltd | 342 | $127.0K | 0.08% | −41−10.7% | Reduced |
| Asset Dedication, LLC | 374 | $137.8K | 0.01% | −5−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 374 | $137.8K | 0.04% | +374 | New |
| Lindbrook Capital, LLC | 388 | $143.0K | 0.01% | +72+22.8% | Added |
| Smartleaf Asset Management LLC | 410 | $151.4K | 0.01% | +33+8.8% | Added |
| Boston Private Wealth LLC | 421 | $155.2K | 0.01% | −338−44.5% | Reduced |
| Grove Bank & Trust | 428 | $157.7K | 0.02% | +281+191.2% | Added |
| Principal Securities, Inc. | 492 | $168.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 466 | $171.0K | 0.00% | −226−32.7% | Reduced |
| Western Pacific Wealth Management, LP | 465 | $171.4K | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 494 | $182.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 500 | $184.0K | 0.00% | −35−6.5% | Reduced |
| Central Trust Co | 500 | $184.3K | 0.00% | −167−25.0% | Reduced |
| Farther Finance Advisors, LLC | 498 | $184.7K | 0.00% | +190+61.7% | Added |
| SRS Capital Advisors, Inc. | 518 | $190.9K | 0.01% | −47−8.3% | Reduced |
| Simon Quick Advisors, LLC | 543 | $200.1K | 0.01% | +543 | New |
| Tiaa Trust, National Association | 544 | $200.5K | 0.00% | −579−51.6% | Reduced |
| Powell Investment Advisors, LLC | 544 | $200.5K | 0.10% | +544 | New |
| Graypoint LLC | 547 | $201.6K | 0.01% | +547 | New |
| Buckingham Strategic Partners | 551 | $203.1K | 0.00% | +551 | New |
| Merit Financial Group, LLC | 555 | $204.5K | 0.00% | +555 | New |
| Evergreen Capital Management LLC | 559 | $206.0K | 0.01% | +559 | New |
| Norden Group LLC | 562 | $207.1K | 0.02% | −121−17.7% | Reduced |
| Walker Asset Management, LLC | 563 | $207.5K | 0.13% | +563 | New |
| Sculati Wealth Management, LLC | 565 | $208.2K | 0.08% | +565 | New |
| Diligent Investors, LLC | 569 | $209.7K | 0.05% | +569 | New |
| Alpha Family Trust | 570 | $210.1K | 0.12% | −75−11.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 613 | $210.1K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 573 | $211.2K | 0.01% | +573 | New |
| Signature Estate & Investment Advisors LLC | 577 | $212.6K | 0.01% | −31−5.1% | Reduced |
| Independent Advisor Alliance | 582 | $214.3K | 0.01% | +582 | New |
| Steel Peak Wealth Management LLC | 583 | $214.8K | 0.01% | +583 | New |
| Banque Cantonale Vaudoise | 586 | $216.0K | 0.01% | +586 | New |
| Farringdon Capital, Ltd. | 590 | $217.4K | 0.11% | −1,909−76.4% | Reduced |
| Parsons Capital Management Inc | 592 | $218.2K | 0.01% | −53−8.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 592 | $218.2K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 600 | $221.0K | 0.09% | 00.0% | Unchanged |
| TradeLink Capital LLC | 600 | $221.0K | 1.37% | +600 | New |
| Challenger Wealth Management | 600 | $221.1K | 0.18% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 601 | $221.5K | 0.01% | +601 | New |
| Fidelis Capital Partners, LLC | 596 | $222.7K | 0.02% | +6+1.0% | Added |
| Great Lakes Advisors, LLC | 606 | $223.3K | 0.00% | −72−10.6% | Reduced |
| Quent Capital, LLC | 607 | $223.7K | 0.02% | −38−5.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 607 | $223.7K | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 609 | $224.0K | 0.02% | −624−50.6% | Reduced |
| Koss-Olinger Consulting, LLC | 611 | $225.0K | 0.02% | +611 | New |
| EverSource Wealth Advisors, LLC | 613 | $225.9K | 0.01% | −9−1.4% | Reduced |
| Peoples Bank | 615 | $226.6K | 0.15% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 619 | $228.1K | 0.01% | +1+0.2% | Added |
| Legacy Advisors, LLC | 619 | $228.1K | 0.02% | +619 | New |
| ASB Consultores, LLC | 619 | $228.1K | 0.15% | +619 | New |
| Dynamic Technology Lab Private Ltd | 621 | $229.0K | 0.03% | −2,212−78.1% | Reduced |
| Engineers Gate Manager LP | 623 | $229.6K | 0.00% | −7,307−92.1% | Reduced |
| EP Wealth Advisors, LLC | 629 | $231.6K | 0.00% | −108−14.7% | Reduced |
| Little House Capital LLC | 631 | $232.5K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 631 | $232.5K | 0.00% | +5+0.8% | Added |
| Cercano Management LLC | 636 | $234.4K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 644 | $237.4K | 0.00% | +42+7.0% | Added |
| Aaron Wealth Advisors | 652 | $240.3K | 0.03% | −20−3.0% | Reduced |
| Choate Investment Advisors | 655 | $241.4K | 0.01% | +16+2.5% | Added |
| Chemistry Wealth Management LLC | 660 | $243.2K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 662 | $244.0K | 0.00% | +662 | New |
| Huntington National Bank | 664 | $244.7K | 0.00% | −44−6.2% | Reduced |
| MAI Capital Management | 667 | $245.7K | 0.00% | −27−3.9% | Reduced |
| Centricity Wealth Management, LLC | 673 | $247.9K | 0.23% | 00.0% | Unchanged |
| Argent Trust Co | 679 | $250.2K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 680 | $250.6K | 0.00% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 681 | $251.0K | 0.14% | −173−20.3% | Reduced |
| SCS Capital Management LLC | 682 | $251.3K | 0.00% | +682 | New |
| Aspen Wealth Strategies, LLC | 683 | $251.7K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 686 | $252.8K | 0.00% | −25−3.5% | Reduced |
| D'Orazio & Associates, Inc. | 688 | $253.5K | 0.04% | −69−9.1% | Reduced |
| Parallel Advisors, LLC | 696 | $256.5K | 0.01% | −16−2.2% | Reduced |
| Andra AP-fonden | 711 | $262.0K | 0.00% | +711 | New |
| Defined Wealth Management, LLC | 720 | $265.3K | 0.18% | 00.0% | Unchanged |
| Claret Asset Management Corp | – | $266.0K | 0.04% | – | – |
| First Horizon Advisors, Inc. | 725 | $267.2K | 0.01% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 733 | $270.0K | 0.00% | +600+451.1% | Added |
| Everhart Financial Group, Inc. | 733 | $270.1K | 0.04% | +733 | New |