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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 735 | $271.1K | 0.00% | +119+19.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 738 | $271.9K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 739 | $272.3K | 0.06% | +68+10.1% | Added |
| Kennondale Capital Management LLC | 741 | $273.1K | 0.30% | 00.0% | Unchanged |
| Clarius Group, LLC | 743 | $273.8K | 0.02% | +743 | New |
| SOL Capital Management CO | 760 | $280.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 762 | $280.8K | 0.00% | +62+8.9% | Added |
| Prime Capital Investment Advisors, LLC | 777 | $286.2K | 0.00% | +122+18.6% | Added |
| Syon Capital LLC | 778 | $286.7K | 0.02% | +778 | New |
| Avestar Capital, LLC | 786 | $289.7K | 0.03% | −99−11.2% | Reduced |
| Chicago Partners Investment Group LLC | 722 | $291.8K | 0.01% | −50−6.5% | Reduced |
| Banco Santander, S.A. | 792 | $291.9K | 0.00% | +84+11.9% | Added |
| Resources Investment Advisors, LLC. | 793 | $292.2K | 0.00% | +793 | New |
| Calamos Advisors LLC | 795 | $293.0K | 0.00% | +795 | New |
| Gateway Investment Advisers LLC | 798 | $294.1K | 0.00% | +124+18.4% | Added |
| CTC Alternative Strategies, Ltd. | 800 | $294.8K | 0.36% | +800 | New |
| Conning Inc. | 809 | $298.1K | 0.01% | −23−2.8% | Reduced |
| Heritage Trust Co | 815 | $300.4K | 0.04% | +815 | New |
| Meritage Portfolio Management | 818 | $301.5K | 0.02% | 00.0% | Unchanged |
| Humankind Investments LLC | 818 | $301.5K | 0.08% | +67+8.9% | Added |
| Blair William & Co | 818 | $301.5K | 0.00% | +38+4.9% | Added |
| Quest Partners LLC | 828 | $305.1K | 0.03% | +696+527.3% | Added |
| Burney Co | 831 | $306.2K | 0.01% | −300−26.5% | Reduced |
| Trust Point Inc. | 834 | $307.4K | 0.03% | −1−0.1% | Reduced |
| National Asset Management, Inc. | 842 | $310.4K | 0.01% | +23+2.8% | Added |
| Means Investment Co., Inc. | 844 | $311.0K | 0.03% | +3+0.4% | Added |
| Diversified Trust Co | 850 | $313.3K | 0.01% | −19−2.2% | Reduced |
| Silverlake Wealth Management LLC | 851 | $313.6K | 0.12% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 851 | $313.6K | 0.00% | +851 | New |
| GTS Securities LLC | 855 | $315.1K | 0.01% | −334−28.1% | Reduced |
| Premier Path Wealth Partners, LLC | 862 | $317.7K | 0.05% | −87−9.2% | Reduced |
| Ingalls & Snyder LLC | 872 | $321.0K | 0.01% | +11+1.3% | Added |
| Kathmere Capital Management, LLC | 876 | $322.8K | 0.03% | +32+3.8% | Added |
| Sapient Capital LLC | 879 | $323.9K | 0.01% | −25−2.8% | Reduced |
| Teza Capital Management LLC | 882 | $325.0K | 0.15% | +882 | New |
| Qtron Investments LLC | 887 | $326.9K | 0.05% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 891 | $328.4K | 0.04% | +891 | New |
| Sagespring Wealth Partners, LLC | 893 | $329.1K | 0.01% | +191+27.2% | Added |
| Bellecapital International Ltd. | 904 | $333.2K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 913 | $336.5K | 0.00% | +128+16.3% | Added |
| HighPoint Advisor Group LLC | 871 | $336.5K | 0.02% | +162+22.8% | Added |
| Cigna Investments Inc | 923 | $340.0K | 0.06% | −20−2.1% | Reduced |
| Belpointe Asset Management LLC | 923 | $340.2K | 0.02% | +275+42.4% | Added |
| Parallax Volatility Advisers, L.P. | 933 | $343.8K | 0.01% | −3,746−80.1% | Reduced |
| Abn Amro Investment Solutions | 943 | $347.5K | 0.01% | −468−33.2% | Reduced |
| Checchi Capital Advisers, LLC | 960 | $353.8K | 0.03% | +56+6.2% | Added |
| Sciencast Management LP | 975 | $359.3K | 0.08% | +975 | New |
| Shufro Rose & Co LLC | 979 | $360.8K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 981 | $362.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 986 | $363.4K | 0.02% | −78−7.3% | Reduced |
| Bradley Foster & Sargent Inc | 988 | $364.1K | 0.01% | −75−7.1% | Reduced |
| Advisory Services Network, LLC | 990 | $364.8K | 0.01% | +6+0.6% | Added |
| Alps Advisors Inc | 1,010 | $372.2K | 0.00% | −40−3.8% | Reduced |
| BBR Partners, LLC | 1,033 | $380.7K | 0.03% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 1,036 | $381.8K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,049 | $386.6K | 0.01% | −273−20.7% | Reduced |
| Numerai GP LLC | 1,054 | $388.4K | 0.07% | +1,054 | New |
| Pure Financial Advisors, Inc. | 1,059 | $390.3K | 0.01% | +7+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,083 | $399.1K | 0.00% | −124−10.3% | Reduced |
| King Luther Capital Management Corp | 1,099 | $405.0K | 0.00% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 1,104 | $406.9K | 0.08% | +1,104 | New |
| Whalen Wealth Management Inc. | 1,107 | $407.8K | 0.27% | +412+59.3% | Added |
| Trust Asset Management LLC | 1,121 | $413.1K | 0.03% | −97−8.0% | Reduced |
| Aspiriant, LLC | 1,128 | $415.7K | 0.01% | +17+1.5% | Added |
| CX Institutional | 1,130 | $416.0K | 0.02% | +122+12.1% | Added |
| RD Lewis Holdings, Inc. | 1,081 | $416.2K | 0.47% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,133 | $417.5K | 0.01% | +7+0.6% | Added |
| Umb Bank N A | 1,144 | $421.6K | 0.01% | +98+9.4% | Added |
| Beacon Pointe Advisors, LLC | 1,149 | $423.4K | 0.00% | +4+0.3% | Added |
| Atomi Financial Group, Inc. | 1,149 | $423.4K | 0.02% | +116+11.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,151 | $424.2K | 0.02% | −84−6.8% | Reduced |
| Everence Capital Management Inc | 1,160 | $427.0K | 0.03% | +140+13.7% | Added |
| Fort Washington Investment Advisors Inc | 1,159 | $427.1K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,168 | $430.4K | 0.10% | −50−4.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $442.2K | 0.12% | +1,200 | New |
| Argyle Capital Management Inc. | 1,205 | $444.1K | 0.16% | −29−2.4% | Reduced |
| Denali Advisors LLC | 1,205 | $444.1K | 0.05% | +1,205 | New |
| APG Asset Management N.V. | 1,305 | $445.2K | 0.00% | −178−12.0% | Reduced |
| Fox Run Management, L.L.C. | 1,219 | $449.2K | 0.07% | +1,219 | New |
| Sanders Morris Harris LLC | 1,215 | $450.7K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,230 | $453.3K | 0.00% | −2−0.2% | Reduced |
| Cooper Financial Group | 1,232 | $454.0K | 0.06% | +107+9.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,235 | $455.8K | 0.00% | −37−2.9% | Reduced |
| Foster & Motley Inc | 1,277 | $471.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,279 | $471.3K | 0.01% | +57+4.7% | Added |
| Ascent Group, LLC | 1,280 | $471.7K | 0.02% | +224+21.2% | Added |
| Ballentine Partners, LLC | 1,282 | $472.5K | 0.01% | +109+9.3% | Added |
| Wright Investors Service Inc | 1,291 | $475.8K | 0.16% | +1,291 | New |
| LMR Partners LLP | 1,300 | $479.1K | 0.01% | −1,200−48.0% | Reduced |
| Heritage Wealth Management, Inc. | 1,302 | $479.8K | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,314 | $484.2K | 0.03% | +8+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 1,324 | $487.9K | 0.01% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 1,335 | $492.0K | 0.33% | 00.0% | Unchanged |
| 111 Capital | 1,336 | $492.4K | 0.10% | −929−41.0% | Reduced |
| AlTi Global, Inc. | 1,354 | $498.9K | 0.01% | −117−8.0% | Reduced |
| Keybank National Association | 1,356 | $499.7K | 0.00% | −36−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 1,384 | $510.1K | 0.00% | +301+27.8% | Added |
| Eos Management, L.P. | 1,400 | $515.9K | 0.23% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,405 | $517.8K | 0.02% | +69+5.2% | Added |
| Jones Financial Companies LLLP | 1,406 | $518.8K | 0.00% | +502+55.5% | Added |