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, Q2 2025
Institutional positions in Charter Communications, Inc. as of Jun 30, 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
- 889
- +22 vs. Q1 2025
- Shares held
- 102.8M
- −1.02M (−1.0%) vs. Q1 2025
- Total value
- $42.0B
- +$3.76B (+9.8%) vs. Q1 2025
- New holders
- 126
- 329 more added
- Sold out
- 104
- 270 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 20 | $8.18K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $8.18K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $8.18K | 0.00% | +1+5.3% | Added |
| Howard Hughes Medical Institute | 20 | $8.18K | 0.00% | +20 | New |
| Winnow Wealth LLC | 20 | $8.18K | 0.01% | −2,332−99.1% | Reduced |
| MCF Advisors LLC | 20 | $8.18K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $8.18K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 21 | $8.59K | 0.00% | +21 | New |
| Albion Financial Group | 22 | $8.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $8.99K | 0.00% | +4+22.2% | Added |
| Salomon & Ludwin, LLC | 23 | $9.48K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $9.81K | 0.00% | −18−42.9% | Reduced |
| MB, Levis & Associates, LLC | 24 | $9.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $9.81K | 0.00% | +14+140.0% | Added |
| Kilter Group LLC | 24 | $9.81K | 0.00% | +24 | New |
| City State Bank | 25 | $10.2K | 0.00% | +25 | New |
| WealthCollab, LLC | 26 | $10.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $10.9K | 0.00% | +42 | New |
| Avion Wealth | 28 | $11.0K | 0.00% | +9+47.4% | Added |
| Smallwood Wealth Investment Management, LLC | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $11.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 28 | $11.7K | 0.00% | +16+133.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $12.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $12.3K | 0.00% | −61−67.0% | Reduced |
| Frazier Financial Advisors, LLC | 30 | $12.3K | 0.01% | −37−55.2% | Reduced |
| Manchester Capital Management LLC | 30 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31 | $12.7K | 0.00% | −1−3.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $13.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 34 | $13.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $14.3K | 0.00% | −34−49.3% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $15.1K | 0.00% | −26−41.3% | Reduced |
| AdvisorNet Financial, Inc | 39 | $15.9K | 0.00% | −1−2.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 39 | $15.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $16.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 44 | $18.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 45 | $18.4K | 0.01% | −2−4.3% | Reduced |
| Field & Main Bank | 45 | $18.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 51 | $18.8K | 0.01% | +51 | New |
| MV Capital Management, Inc. | 48 | $19.6K | 0.00% | −5−9.4% | Reduced |
| Investors Research Corp | 48 | $19.6K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $20.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $20.4K | 0.00% | +6+13.6% | Added |
| Global X Japan Co., Ltd. | 51 | $20.8K | 0.00% | +12+30.8% | Added |
| DT Investment Partners, LLC | 54 | $22.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 54 | $22.1K | 0.00% | +20+58.8% | Added |
| Sunbelt Securities, Inc. | 65 | $22.3K | 0.00% | +58+828.6% | Added |
| Front Row Advisors LLC | 58 | $23.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $23.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 60 | $24.5K | 0.00% | +60 | New |
| Strategic Wealth Partners, Ltd. | 63 | $25.8K | 0.00% | +63 | New |
| Salem Investment Counselors Inc | 64 | $26.2K | 0.00% | +61+2,033.3% | Added |
| City Holding Co | 65 | $26.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 65 | $26.6K | 0.00% | −20−23.5% | Reduced |
| Harbor Investment Advisory, LLC | 66 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $27.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 68 | $27.8K | 0.00% | +68 | New |
| Jackson, Grant Investment Advisers, Inc. | 69 | $28.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 72 | $29.4K | 0.00% | +72 | New |
| Ancora Advisors, LLC | 74 | $30.3K | 0.00% | +1+1.4% | Added |
| Plante Moran Financial Advisors, LLC | 79 | $32.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 80 | $32.7K | 0.00% | +7+9.6% | Added |
| Family CFO Inc | 81 | $33.1K | 0.02% | +81 | New |
| AllSquare Wealth Management LLC | 82 | $33.5K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 83 | $33.9K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 83 | $33.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 83 | $33.9K | 0.03% | +66+388.2% | Added |
| SOA Wealth Advisors, LLC. | 85 | $34.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $40.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $44.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 110 | $45.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $45.0K | 0.00% | +1+0.9% | Added |
| Larson Financial Group LLC | 111 | $45.4K | 0.00% | +14+14.4% | Added |
| Armstrong Advisory Group, Inc | 125 | $51.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 126 | $51.5K | 0.00% | −35−21.7% | Reduced |
| Rakuten Securities, Inc. | 127 | $51.9K | 0.02% | +107+535.0% | Added |
| Acadian Asset Management LLC | 133 | $54.0K | 0.00% | −600−81.9% | Reduced |
| GW&K Investment Management, LLC | 137 | $56.0K | 0.00% | +7+5.4% | Added |
| TD Private Client Wealth LLC | 140 | $57.2K | 0.00% | +23+19.7% | Added |
| Ameriflex Group, Inc. | 148 | $58.3K | 0.03% | +100+208.3% | Added |
| Kestra Investment Management, LLC | 159 | $58.6K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 144 | $58.9K | 0.01% | +144 | New |
| Brown Brothers Harriman & Co | 145 | $59.3K | 0.00% | +56+62.9% | Added |
| Hantz Financial Services, Inc. | 146 | $60.0K | 0.00% | +43+41.7% | Added |
| Westpac Banking Corp | 147 | $60.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 149 | $60.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $61.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 157 | $64.0K | 0.01% | −12−7.1% | Reduced |
| Spire Wealth Management | 158 | $64.6K | 0.00% | +1+0.6% | Added |
| Hemington Wealth Management | 160 | $65.0K | 0.01% | +17+11.9% | Added |
| Harbour Investments, Inc. | 159 | $65.0K | 0.00% | −16−9.1% | Reduced |
| Geneos Wealth Management Inc. | 169 | $69.1K | 0.00% | +75+79.8% | Added |
| Concord Wealth Partners | 180 | $73.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 184 | $75.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 188 | $76.9K | 0.01% | +11+6.2% | Added |
| TD Waterhouse Canada Inc. | 185 | $77.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 190 | $77.7K | 0.00% | −25−11.6% | Reduced |
| LRI Investments, LLC | 195 | $79.7K | 0.01% | +108+124.1% | Added |
| Pflug Koory, LLC | 204 | $83.4K | 0.04% | 00.0% | Unchanged |