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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,427 | $525.9K | 0.01% | −9−0.6% | Reduced |
| Cresset Asset Management, LLC | 1,445 | $532.5K | 0.00% | −557−27.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,462 | $538.8K | 0.02% | +259+21.5% | Added |
| Laurion Capital Management LP | 1,571 | $579.0K | 0.04% | +1,571 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,594 | $587.4K | 0.02% | +273+20.7% | Added |
| Apollon Wealth Management, LLC | 1,596 | $588.0K | 0.01% | +224+16.3% | Added |
| Kestra Advisory Services, LLC | 1,606 | $591.9K | 0.00% | −119−6.9% | Reduced |
| Prudential PLC | 1,611 | $593.7K | 0.00% | −1,158−41.8% | Reduced |
| Quadrant Capital Group LLC | 1,623 | $598.1K | 0.02% | +883+119.3% | Added |
| Forum Financial Management, LP | 1,636 | $602.9K | 0.01% | +401+32.5% | Added |
| Vontobel Holding Ltd. | 1,649 | $607.7K | 0.00% | +332+25.2% | Added |
| Prestige Wealth Management Group LLC | 1,695 | $624.7K | 0.13% | +13+0.8% | Added |
| Vestcor Inc | 1,697 | $625.0K | 0.02% | +4+0.2% | Added |
| Panagora Asset Management Inc | 1,705 | $628.3K | 0.00% | +205+13.7% | Added |
| MUFG Securities Americas Inc. | 1,709 | $629.8K | 0.07% | +281+19.7% | Added |
| Clearstead Advisors, LLC | 1,722 | $634.6K | 0.01% | +2+0.1% | Added |
| Exchange Traded Concepts, LLC | 1,755 | $646.8K | 0.01% | +24+1.4% | Added |
| Thrive Capital Management, LLC | 1,756 | $647.1K | 0.39% | +1,756 | New |
| Savant Capital, LLC | 1,763 | $649.9K | 0.01% | −209−10.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,820 | $670.7K | 0.09% | −31−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,848 | $681.0K | 0.34% | +564+43.9% | Added |
| Amica Retiree Medical Trust | 1,876 | $691.0K | 1.06% | −448−19.3% | Reduced |
| Stevens Capital Management LP | 1,877 | $692.0K | 0.17% | +1,877 | New |
| YHB Investment Advisors, Inc. | 1,900 | $700.2K | 0.06% | −780−29.1% | Reduced |
| CWM, LLC | 1,934 | $713.0K | 0.00% | +133+7.4% | Added |
| Pitcairn Co | 1,950 | $718.6K | 0.04% | +88+4.7% | Added |
| Circle Wealth Management, LLC | 1,964 | $723.8K | 0.02% | −496−20.2% | Reduced |
| Cheviot Value Management, LLC | 1,836 | $723.8K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,968 | $725.2K | 0.02% | −79−3.9% | Reduced |
| Fiduciary Alliance LLC | 1,976 | $728.2K | 0.07% | −1,772−47.3% | Reduced |
| Atria Investments LLC | 1,985 | $731.5K | 0.01% | +913+85.2% | Added |
| WBI Investments | 1,989 | $732.9K | 0.19% | +1,989 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,990 | $733.4K | 0.00% | −1,189−37.4% | Reduced |
| DRW Securities, LLC | 2,000 | $737.1K | 0.06% | +2,000 | New |
| Doliver Advisors, LP | 2,021 | $744.9K | 0.21% | −138−6.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,035 | $749.8K | 0.10% | +444+27.9% | Added |
| Baxter Bros Inc | 2,045 | $753.6K | 0.10% | −305−13.0% | Reduced |
| Davenport & Co LLC | 2,052 | $756.2K | 0.00% | +5+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 2,077 | $765.0K | 0.24% | +1,342+182.6% | Added |
| Captrust Financial Advisors | 2,079 | $766.0K | 0.00% | +340+19.6% | Added |
| STF Management LP | 2,136 | $787.2K | 0.38% | +3+0.1% | Added |
| Atlas Capital Advisors LLC | 2,138 | $787.9K | 0.10% | +695+48.2% | Added |
| PFG Investments, LLC | 2,146 | $790.9K | 0.05% | +170+8.6% | Added |
| Greenleaf Trust | 2,152 | $793.1K | 0.01% | +62+3.0% | Added |
| Sendero Wealth Management, LLC | 2,199 | $810.4K | 0.11% | −1,125−33.8% | Reduced |
| HB Wealth Management, LLC | 2,231 | $822.2K | 0.01% | +571+34.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,238 | $824.8K | 0.02% | −2,000−47.2% | Reduced |
| Group One Trading, L.P. | 2,242 | $826.2K | 0.03% | +931+71.0% | Added |
| Nomura Holdings Inc | 2,264 | $834.4K | 0.00% | −12,926−85.1% | Reduced |
| Heard Capital LLC | 2,282 | $841.0K | 0.05% | 00.0% | Unchanged |
| United Services Automobile Association | 2,304 | $850.2K | 0.03% | +2,304 | New |
| V-Square Quantitative Management LLC | 2,310 | $851.3K | 0.12% | +45+2.0% | Added |
| Cidel Asset Management Inc | 2,314 | $852.8K | 0.06% | −90−3.7% | Reduced |
| GAMMA Investing LLC | 2,328 | $857.9K | 0.06% | +351+17.8% | Added |
| Tounjian Advisory Partners, LLC | 2,328 | $857.9K | 0.16% | +2,328 | New |
| Frank, Rimerman Advisors LLC | 2,340 | $862.4K | 0.07% | +81+3.6% | Added |
| Beck Bode, LLC | 2,343 | $863.5K | 0.16% | +2,343 | New |
| Warren Averett Asset Management, LLC | 2,349 | $865.7K | 0.01% | +51+2.2% | Added |
| Axxcess Wealth Management, LLC | 2,350 | $866.0K | 0.02% | +125+5.6% | Added |
| Sumitomo Life Insurance Co | 2,351 | $866.4K | 0.03% | −14−0.6% | Reduced |
| Winnow Wealth LLC | 2,352 | $866.7K | 0.80% | +344+17.1% | Added |
| Brinker Capital Investments, LLC | 2,376 | $875.7K | 0.01% | −2,101−46.9% | Reduced |
| Orion Portfolio Solutions, LLC | 2,376 | $875.7K | 0.01% | −2,101−46.9% | Reduced |
| Shira Ridge Wealth Management | 2,385 | $878.9K | 0.44% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,455 | $904.7K | 0.03% | +364+17.4% | Added |
| Howard Capital Management Inc. | 2,480 | $914.0K | 0.02% | −383−13.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,485 | $915.8K | 0.01% | +41+1.7% | Added |
| Plato Investment Management Ltd | 2,553 | $951.1K | 0.08% | +91+3.7% | Added |
| NorthRock Partners, LLC | 2,620 | $965.7K | 0.03% | +61+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 2,625 | $967.4K | 0.05% | −134−4.9% | Reduced |
| Jump Financial, LLC | 2,630 | $969.2K | 0.01% | −42,632−94.2% | Reduced |
| Investment Management Corp of Ontario | 2,645 | $974.8K | 0.02% | +100+3.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,650 | $976.6K | 0.41% | −1,166−30.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,669 | $984.0K | 0.00% | −197−6.9% | Reduced |
| Qsemble Capital Management, LP | 2,672 | $984.7K | 0.10% | +2,672 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,689 | $991.0K | 0.07% | +2,689 | New |
| Hall Laurie J Trustee | 2,695 | $993.2K | 0.35% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 2,700 | $995.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,704 | $996.6K | 0.00% | +29+1.1% | Added |
| Epoch Investment Partners, Inc. | 2,728 | $1.01M | 0.01% | +377+16.0% | Added |
| Crossmark Global Holdings, Inc. | 2,770 | $1.02M | 0.02% | −4−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 2,800 | $1.03M | 0.02% | +2,800 | New |
| Aigen Investment Management, LP | 2,812 | $1.04M | 0.17% | +2,038+263.3% | Added |
| Aptus Capital Advisors, LLC | 2,824 | $1.04M | 0.01% | +1,627+135.9% | Added |
| Tokio Marine Asset Management Co Ltd | 2,872 | $1.06M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,938 | $1.08M | 0.02% | +159+5.7% | Added |
| Weik Capital Management | 2,953 | $1.09M | 0.44% | −430−12.7% | Reduced |
| Siemens Fonds Invest GmbH | 2,955 | $1.09M | 0.07% | −269−8.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,956 | $1.09M | 0.01% | +140+5.0% | Added |
| Allstate Corp | 2,995 | $1.10M | 0.03% | +249+9.1% | Added |
| Occudo Quantitative Strategies LP | 3,028 | $1.12M | 0.15% | +1,707+129.2% | Added |
| TownSquare Capital, LLC | 3,050 | $1.12M | 0.01% | +192+6.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,071 | $1.13M | 0.02% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 3,093 | $1.14M | 0.63% | +568+22.5% | Added |
| Gamco Investors, Inc. Et Al | 3,128 | $1.15M | 0.01% | +25+0.8% | Added |
| Nebula Research & Development LLC | 3,166 | $1.17M | 0.11% | +3,166 | New |
| MML Investors Services, LLC | 3,172 | $1.17M | 0.00% | +706+28.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,184 | $1.17M | 0.00% | −478−13.1% | Reduced |
| AMG National Trust Bank | 3,261 | $1.20M | 0.03% | −151−4.4% | Reduced |
| Bessemer Group Inc | 3,273 | $1.21M | 0.00% | −5,672−63.4% | Reduced |