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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,704 | $996.6K | 0.00% | +29+1.1% | Added |
| Cohen Klingenstein LLC | 2,700 | $995.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,695 | $993.2K | 0.35% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,689 | $991.0K | 0.07% | +2,689 | New |
| Qsemble Capital Management, LP | 2,672 | $984.7K | 0.10% | +2,672 | New |
| Cambridge Investment Research Advisors, Inc. | 2,669 | $984.0K | 0.00% | −197−6.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,650 | $976.6K | 0.41% | −1,166−30.6% | Reduced |
| Investment Management Corp of Ontario | 2,645 | $974.8K | 0.02% | +100+3.9% | Added |
| Jump Financial, LLC | 2,630 | $969.2K | 0.01% | −42,632−94.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,625 | $967.4K | 0.05% | −134−4.9% | Reduced |
| NorthRock Partners, LLC | 2,620 | $965.7K | 0.03% | +61+2.4% | Added |
| Plato Investment Management Ltd | 2,553 | $951.1K | 0.08% | +91+3.7% | Added |
| Sequoia Financial Advisors, LLC | 2,485 | $915.8K | 0.01% | +41+1.7% | Added |
| Howard Capital Management Inc. | 2,480 | $914.0K | 0.02% | −383−13.4% | Reduced |
| Summit Trail Advisors, LLC | 2,455 | $904.7K | 0.03% | +364+17.4% | Added |
| Shira Ridge Wealth Management | 2,385 | $878.9K | 0.44% | 00.0% | Unchanged |
| 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 |
| Winnow Wealth LLC | 2,352 | $866.7K | 0.80% | +344+17.1% | Added |
| Sumitomo Life Insurance Co | 2,351 | $866.4K | 0.03% | −14−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,350 | $866.0K | 0.02% | +125+5.6% | Added |
| Warren Averett Asset Management, LLC | 2,349 | $865.7K | 0.01% | +51+2.2% | Added |
| Beck Bode, LLC | 2,343 | $863.5K | 0.16% | +2,343 | New |
| Frank, Rimerman Advisors LLC | 2,340 | $862.4K | 0.07% | +81+3.6% | Added |
| 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 |
| Cidel Asset Management Inc | 2,314 | $852.8K | 0.06% | −90−3.7% | Reduced |
| V-Square Quantitative Management LLC | 2,310 | $851.3K | 0.12% | +45+2.0% | Added |
| United Services Automobile Association | 2,304 | $850.2K | 0.03% | +2,304 | New |
| Heard Capital LLC | 2,282 | $841.0K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,264 | $834.4K | 0.00% | −12,926−85.1% | Reduced |
| Group One Trading, L.P. | 2,242 | $826.2K | 0.03% | +931+71.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,238 | $824.8K | 0.02% | −2,000−47.2% | Reduced |
| HB Wealth Management, LLC | 2,231 | $822.2K | 0.01% | +571+34.4% | Added |
| Sendero Wealth Management, LLC | 2,199 | $810.4K | 0.11% | −1,125−33.8% | Reduced |
| Greenleaf Trust | 2,152 | $793.1K | 0.01% | +62+3.0% | Added |
| PFG Investments, LLC | 2,146 | $790.9K | 0.05% | +170+8.6% | Added |
| Atlas Capital Advisors LLC | 2,138 | $787.9K | 0.10% | +695+48.2% | Added |
| STF Management LP | 2,136 | $787.2K | 0.38% | +3+0.1% | Added |
| Captrust Financial Advisors | 2,079 | $766.0K | 0.00% | +340+19.6% | Added |
| Jackson Creek Investment Advisors LLC | 2,077 | $765.0K | 0.24% | +1,342+182.6% | Added |
| Davenport & Co LLC | 2,052 | $756.2K | 0.00% | +5+0.2% | Added |
| Baxter Bros Inc | 2,045 | $753.6K | 0.10% | −305−13.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,035 | $749.8K | 0.10% | +444+27.9% | Added |
| Doliver Advisors, LP | 2,021 | $744.9K | 0.21% | −138−6.4% | Reduced |
| DRW Securities, LLC | 2,000 | $737.1K | 0.06% | +2,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,990 | $733.4K | 0.00% | −1,189−37.4% | Reduced |
| WBI Investments | 1,989 | $732.9K | 0.19% | +1,989 | New |
| Atria Investments LLC | 1,985 | $731.5K | 0.01% | +913+85.2% | Added |
| Fiduciary Alliance LLC | 1,976 | $728.2K | 0.07% | −1,772−47.3% | Reduced |
| Coldstream Capital Management Inc | 1,968 | $725.2K | 0.02% | −79−3.9% | Reduced |
| Cheviot Value Management, LLC | 1,836 | $723.8K | 0.09% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,964 | $723.8K | 0.02% | −496−20.2% | Reduced |
| Pitcairn Co | 1,950 | $718.6K | 0.04% | +88+4.7% | Added |
| CWM, LLC | 1,934 | $713.0K | 0.00% | +133+7.4% | Added |
| YHB Investment Advisors, Inc. | 1,900 | $700.2K | 0.06% | −780−29.1% | Reduced |
| Stevens Capital Management LP | 1,877 | $692.0K | 0.17% | +1,877 | New |
| Amica Retiree Medical Trust | 1,876 | $691.0K | 1.06% | −448−19.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,848 | $681.0K | 0.34% | +564+43.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,820 | $670.7K | 0.09% | −31−1.7% | Reduced |
| Savant Capital, LLC | 1,763 | $649.9K | 0.01% | −209−10.6% | Reduced |
| Thrive Capital Management, LLC | 1,756 | $647.1K | 0.39% | +1,756 | New |
| Exchange Traded Concepts, LLC | 1,755 | $646.8K | 0.01% | +24+1.4% | Added |
| Clearstead Advisors, LLC | 1,722 | $634.6K | 0.01% | +2+0.1% | Added |
| MUFG Securities Americas Inc. | 1,709 | $629.8K | 0.07% | +281+19.7% | Added |
| Panagora Asset Management Inc | 1,705 | $628.3K | 0.00% | +205+13.7% | Added |
| Vestcor Inc | 1,697 | $625.0K | 0.02% | +4+0.2% | Added |
| Prestige Wealth Management Group LLC | 1,695 | $624.7K | 0.13% | +13+0.8% | Added |
| Vontobel Holding Ltd. | 1,649 | $607.7K | 0.00% | +332+25.2% | Added |
| Forum Financial Management, LP | 1,636 | $602.9K | 0.01% | +401+32.5% | Added |
| Quadrant Capital Group LLC | 1,623 | $598.1K | 0.02% | +883+119.3% | Added |
| Prudential PLC | 1,611 | $593.7K | 0.00% | −1,158−41.8% | Reduced |
| Kestra Advisory Services, LLC | 1,606 | $591.9K | 0.00% | −119−6.9% | Reduced |
| Apollon Wealth Management, LLC | 1,596 | $588.0K | 0.01% | +224+16.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,594 | $587.4K | 0.02% | +273+20.7% | Added |
| Laurion Capital Management LP | 1,571 | $579.0K | 0.04% | +1,571 | New |
| Hennion & Walsh Asset Management, Inc. | 1,462 | $538.8K | 0.02% | +259+21.5% | Added |
| Cresset Asset Management, LLC | 1,445 | $532.5K | 0.00% | −557−27.8% | Reduced |
| Whittier Trust Co | 1,427 | $525.9K | 0.01% | −9−0.6% | Reduced |
| Jones Financial Companies LLLP | 1,406 | $518.8K | 0.00% | +502+55.5% | Added |
| Horizon Investments, LLC | 1,405 | $517.8K | 0.02% | +69+5.2% | Added |
| Eos Management, L.P. | 1,400 | $515.9K | 0.23% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,384 | $510.1K | 0.00% | +301+27.8% | Added |
| Keybank National Association | 1,356 | $499.7K | 0.00% | −36−2.6% | Reduced |
| AlTi Global, Inc. | 1,354 | $498.9K | 0.01% | −117−8.0% | Reduced |
| 111 Capital | 1,336 | $492.4K | 0.10% | −929−41.0% | Reduced |
| Councilmark Asset Management, LLC | 1,335 | $492.0K | 0.33% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,324 | $487.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,314 | $484.2K | 0.03% | +8+0.6% | Added |
| Heritage Wealth Management, Inc. | 1,302 | $479.8K | 0.16% | 00.0% | Unchanged |
| LMR Partners LLP | 1,300 | $479.1K | 0.01% | −1,200−48.0% | Reduced |
| Wright Investors Service Inc | 1,291 | $475.8K | 0.16% | +1,291 | New |
| Ballentine Partners, LLC | 1,282 | $472.5K | 0.01% | +109+9.3% | Added |
| Ascent Group, LLC | 1,280 | $471.7K | 0.02% | +224+21.2% | Added |
| Signaturefd, LLC | 1,279 | $471.3K | 0.01% | +57+4.7% | Added |
| Foster & Motley Inc | 1,277 | $471.0K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,235 | $455.8K | 0.00% | −37−2.9% | Reduced |
| Cooper Financial Group | 1,232 | $454.0K | 0.06% | +107+9.5% | Added |
| Baird Financial Group, Inc. | 1,230 | $453.3K | 0.00% | −2−0.2% | Reduced |
| Sanders Morris Harris LLC | 1,215 | $450.7K | 0.07% | 00.0% | Unchanged |