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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 644 | $237.4K | 0.00% | +42+7.0% | Added |
| Cercano Management LLC | 636 | $234.4K | 0.01% | 00.0% | Unchanged |
| Little House Capital LLC | 631 | $232.5K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 631 | $232.5K | 0.00% | +5+0.8% | Added |
| EP Wealth Advisors, LLC | 629 | $231.6K | 0.00% | −108−14.7% | Reduced |
| Engineers Gate Manager LP | 623 | $229.6K | 0.00% | −7,307−92.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 621 | $229.0K | 0.03% | −2,212−78.1% | Reduced |
| 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 |
| Peoples Bank | 615 | $226.6K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 613 | $225.9K | 0.01% | −9−1.4% | Reduced |
| Koss-Olinger Consulting, LLC | 611 | $225.0K | 0.02% | +611 | New |
| Gsa Capital Partners LLP | 609 | $224.0K | 0.02% | −624−50.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 607 | $223.7K | 0.17% | 00.0% | Unchanged |
| Quent Capital, LLC | 607 | $223.7K | 0.02% | −38−5.9% | Reduced |
| Great Lakes Advisors, LLC | 606 | $223.3K | 0.00% | −72−10.6% | Reduced |
| Fidelis Capital Partners, LLC | 596 | $222.7K | 0.02% | +6+1.0% | Added |
| Meeder Advisory Services, Inc. | 601 | $221.5K | 0.01% | +601 | New |
| Challenger Wealth Management | 600 | $221.1K | 0.18% | 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 |
| 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 |
| Farringdon Capital, Ltd. | 590 | $217.4K | 0.11% | −1,909−76.4% | Reduced |
| Banque Cantonale Vaudoise | 586 | $216.0K | 0.01% | +586 | New |
| Steel Peak Wealth Management LLC | 583 | $214.8K | 0.01% | +583 | New |
| Independent Advisor Alliance | 582 | $214.3K | 0.01% | +582 | New |
| Signature Estate & Investment Advisors LLC | 577 | $212.6K | 0.01% | −31−5.1% | Reduced |
| IHT Wealth Management, LLC | 573 | $211.2K | 0.01% | +573 | New |
| Total Clarity Wealth Management, Inc. | 613 | $210.1K | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 570 | $210.1K | 0.12% | −75−11.6% | Reduced |
| Diligent Investors, LLC | 569 | $209.7K | 0.05% | +569 | New |
| Sculati Wealth Management, LLC | 565 | $208.2K | 0.08% | +565 | New |
| Walker Asset Management, LLC | 563 | $207.5K | 0.13% | +563 | New |
| Norden Group LLC | 562 | $207.1K | 0.02% | −121−17.7% | Reduced |
| Evergreen Capital Management LLC | 559 | $206.0K | 0.01% | +559 | New |
| Merit Financial Group, LLC | 555 | $204.5K | 0.00% | +555 | New |
| Buckingham Strategic Partners | 551 | $203.1K | 0.00% | +551 | New |
| Graypoint LLC | 547 | $201.6K | 0.01% | +547 | 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 |
| Simon Quick Advisors, LLC | 543 | $200.1K | 0.01% | +543 | New |
| SRS Capital Advisors, Inc. | 518 | $190.9K | 0.01% | −47−8.3% | Reduced |
| Farther Finance Advisors, LLC | 498 | $184.7K | 0.00% | +190+61.7% | Added |
| Central Trust Co | 500 | $184.3K | 0.00% | −167−25.0% | Reduced |
| Ci Investments Inc. | 500 | $184.0K | 0.00% | −35−6.5% | Reduced |
| North Star Investment Management Corp. | 494 | $182.1K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 465 | $171.4K | 0.15% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 466 | $171.0K | 0.00% | −226−32.7% | Reduced |
| Principal Securities, Inc. | 492 | $168.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 428 | $157.7K | 0.02% | +281+191.2% | Added |
| Boston Private Wealth LLC | 421 | $155.2K | 0.01% | −338−44.5% | Reduced |
| Smartleaf Asset Management LLC | 410 | $151.4K | 0.01% | +33+8.8% | Added |
| Lindbrook Capital, LLC | 388 | $143.0K | 0.01% | +72+22.8% | Added |
| Asset Dedication, LLC | 374 | $137.8K | 0.01% | −5−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 374 | $137.8K | 0.04% | +374 | New |
| Covestor Ltd | 342 | $127.0K | 0.08% | −41−10.7% | Reduced |
| Centaurus Financial, Inc. | 318 | $117.0K | 0.01% | +12+3.9% | Added |
| Blue Bell Private Wealth Management, LLC | 291 | $107.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 282 | $103.9K | 0.07% | +96+51.6% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $103.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 306 | $102.0K | 0.07% | +63+25.9% | Added |
| Rosenberg Matthew Hamilton | 276 | $101.7K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 264 | $97.3K | 0.00% | +60+29.4% | Added |
| Allworth Financial LP | 283 | $94.8K | 0.00% | +27+10.5% | Added |
| GeoWealth Management, LLC | 249 | $91.8K | 0.00% | −111−30.8% | Reduced |
| GHP Investment Advisors, Inc. | 248 | $91.3K | 0.00% | −34−12.1% | Reduced |
| Versant Capital Management, Inc | 219 | $80.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 215 | $79.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $75.2K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 208 | $75.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 199 | $73.5K | 0.00% | −261−56.7% | Reduced |
| Parkside Financial Bank & Trust | 188 | $69.3K | 0.01% | +31+19.7% | Added |
| TD Waterhouse Canada Inc. | 185 | $68.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 184 | $68.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 180 | $66.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $66.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 177 | $65.2K | 0.01% | +5+2.9% | Added |
| Harbour Investments, Inc. | 175 | $64.5K | 0.00% | +6+3.6% | Added |
| PEAK6 LLC | 171 | $62.9K | 0.00% | −18,201−99.1% | Reduced |
| Capital Advisors, Ltd. LLC | 169 | $62.0K | 0.01% | −5−2.9% | Reduced |
| Private Trust Co NA | 161 | $59.3K | 0.01% | +66+69.5% | Added |
| Kestra Investment Management, LLC | 159 | $58.6K | 0.00% | −105−39.8% | Reduced |
| Spire Wealth Management | 157 | $57.9K | 0.00% | +5+3.3% | Added |
| Trust Co of Vermont | 150 | $55.3K | 0.00% | −7−4.5% | Reduced |
| Johnson Financial Group, Inc. | 149 | $54.9K | 0.00% | −100−40.2% | Reduced |
| Westpac Banking Corp | 147 | $54.2K | 0.00% | −88−37.4% | Reduced |
| Hemington Wealth Management | 143 | $52.0K | 0.01% | +28+24.3% | Added |
| Bryn Mawr Trust Co | 141 | $52.0K | 0.00% | −276−66.2% | Reduced |
| Federated Hermes, Inc. | 133 | $49.0K | 0.00% | −237−64.1% | Reduced |
| GW&K Investment Management, LLC | 130 | $48.0K | 0.00% | +9+7.4% | Added |
| Mather Group, LLC. | 129 | $47.4K | 0.00% | +24+22.9% | Added |
| NBC Securities, Inc. | 129 | $47.0K | 0.00% | +129 | New |
| TD Private Client Wealth LLC | 117 | $43.1K | 0.00% | −2−1.7% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $42.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $40.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 109 | $40.2K | 0.00% | +109 | New |