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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 1,260 | $515.1K | 0.06% | +28+2.3% | Added |
| Signaturefd, LLC | 1,272 | $520.1K | 0.01% | −7−0.5% | Reduced |
| Foster & Motley Inc | 1,277 | $522.0K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 1,278 | $522.0K | 0.06% | +1,278 | New |
| Ballentine Partners, LLC | 1,282 | $524.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,302 | $532.3K | 0.17% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,323 | $540.9K | 0.03% | +9+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 1,335 | $545.8K | 0.01% | +11+0.8% | Added |
| Councilmark Asset Management, LLC | 1,341 | $548.2K | 0.35% | +6+0.4% | Added |
| Valeo Financial Advisors, LLC | 1,356 | $554.3K | 0.01% | +223+19.7% | Added |
| Keybank National Association | 1,356 | $554.3K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,374 | $561.7K | 0.00% | +1,374 | New |
| Integrated Wealth Concepts LLC | 1,377 | $562.9K | 0.01% | +464+50.8% | Added |
| Eos Management, L.P. | 1,400 | $572.3K | 0.25% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,417 | $572.6K | 0.01% | +63+4.7% | Added |
| Everence Capital Management Inc | 1,410 | $576.0K | 0.04% | +250+21.6% | Added |
| Whittier Trust Co | 1,427 | $583.4K | 0.01% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 1,442 | $589.5K | 0.15% | +1,442 | New |
| Apollon Wealth Management, LLC | 1,496 | $611.4K | 0.01% | −100−6.3% | Reduced |
| Ascent Group, LLC | 1,518 | $620.6K | 0.02% | +238+18.6% | Added |
| Panagora Asset Management Inc | 1,523 | $622.6K | 0.00% | −182−10.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,554 | $635.3K | 0.03% | +92+6.3% | Added |
| Quest Partners LLC | 1,555 | $635.7K | 0.06% | +727+87.8% | Added |
| AIA Group Ltd | 1,563 | $639.0K | 0.01% | +1,563 | New |
| Prestige Wealth Management Group LLC | 1,572 | $642.6K | 0.13% | −123−7.3% | Reduced |
| Horizon Investments, LLC | 1,590 | $650.0K | 0.01% | +185+13.2% | Added |
| Quadrant Capital Group LLC | 1,600 | $654.1K | 0.02% | −23−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,631 | $666.8K | 0.03% | +1,631 | New |
| Forum Financial Management, LP | 1,667 | $681.5K | 0.01% | +31+1.9% | Added |
| Affinity Investment Advisors, LLC | 1,738 | $710.5K | 0.54% | +1,738 | New |
| ICICI Prudential Asset Management Co Ltd | 1,759 | $719.1K | 0.09% | −61−3.4% | Reduced |
| Savant Capital, LLC | 1,761 | $720.1K | 0.01% | −2−0.1% | Reduced |
| BNP Paribas | 1,787 | $728.5K | 0.02% | +1,787 | New |
| Pitcairn Co | 1,800 | $735.9K | 0.05% | −150−7.7% | Reduced |
| Boothbay Fund Management, LLC | 1,803 | $737.1K | 0.02% | −1,699−48.5% | Reduced |
| Mount Lucas Management LP | 1,827 | $746.9K | 0.36% | +1,827 | New |
| Deseret Mutual Benefit Administrators | 1,848 | $755.5K | 0.35% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,873 | $765.7K | 0.09% | −172−8.4% | Reduced |
| Amica Retiree Medical Trust | 1,876 | $767.0K | 1.11% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,900 | $776.7K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,905 | $778.8K | 0.01% | −326−14.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,905 | $778.8K | 0.01% | +150+8.5% | Added |
| Fulton Breakefield Broenniman LLC | 1,930 | $789.0K | 0.05% | +1,930 | New |
| Legacy Financial Advisors, Inc. | 1,936 | $791.5K | 0.12% | +1,936 | New |
| PFG Investments, LLC | 1,937 | $791.9K | 0.05% | −209−9.7% | Reduced |
| Vestcor Inc | 1,946 | $796.0K | 0.02% | +249+14.7% | Added |
| Coldstream Capital Management Inc | 1,966 | $803.8K | 0.01% | −2−0.1% | Reduced |
| Fiduciary Alliance LLC | 1,973 | $806.6K | 0.06% | −3−0.2% | Reduced |
| Semanteon Capital Management, LP | 1,981 | $809.9K | 1.22% | +1,981 | New |
| Blueshift Asset Management, LLC | 2,014 | $823.3K | 0.25% | −4,079−66.9% | Reduced |
| 111 Capital | 2,028 | $829.1K | 0.14% | +692+51.8% | Added |
| NorthRock Partners, LLC | 2,064 | $843.8K | 0.02% | −556−21.2% | Reduced |
| Tounjian Advisory Partners, LLC | 2,292 | $844.7K | 0.16% | −36−1.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,070 | $846.0K | 0.23% | −7−0.3% | Reduced |
| Cidel Asset Management Inc | 2,070 | $846.2K | 0.05% | −244−10.5% | Reduced |
| Avantax Advisory Services, Inc. | 2,070 | $846.3K | 0.00% | +686+49.6% | Added |
| Frank, Rimerman Advisors LLC | 2,086 | $852.8K | 0.06% | −254−10.9% | Reduced |
| MUFG Securities Americas Inc. | 2,115 | $864.6K | 0.07% | +406+23.8% | Added |
| Axxcess Wealth Management, LLC | 2,116 | $865.0K | 0.02% | −234−10.0% | Reduced |
| Wetherby Asset Management Inc | 2,124 | $868.3K | 0.04% | +2,124 | New |
| Institute for Wealth Management, LLC. | 2,177 | $889.8K | 0.10% | +142+7.0% | Added |
| WealthTrust Asset Management, LLC | 2,178 | $890.4K | 0.67% | +2,178 | New |
| STF Management LP | 2,194 | $896.9K | 0.35% | +58+2.7% | Added |
| Sumitomo Life Insurance Co | 2,223 | $908.8K | 0.06% | −128−5.4% | Reduced |
| Qtron Investments LLC | 2,226 | $910.0K | 0.12% | +1,339+151.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,238 | $914.9K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,243 | $917.0K | 0.00% | +594+36.0% | Added |
| Investment Management Corp of Ontario | 2,245 | $917.8K | 0.01% | −400−15.1% | Reduced |
| Atlas Capital Advisors LLC | 2,247 | $918.6K | 0.11% | +109+5.1% | Added |
| Heard Capital LLC | 2,282 | $932.9K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 2,284 | $933.7K | 0.01% | +132+6.1% | Added |
| Crossmark Global Holdings, Inc. | 2,287 | $934.9K | 0.02% | −483−17.4% | Reduced |
| Arkadios Wealth Advisors | 2,296 | $938.6K | 0.03% | +2,296 | New |
| Denali Advisors LLC | 2,306 | $942.7K | 0.10% | +1,101+91.4% | Added |
| Warren Averett Asset Management, LLC | 2,314 | $946.0K | 0.01% | −35−1.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,324 | $950.1K | 0.52% | +2,324 | New |
| MML Investors Services, LLC | 2,333 | $954.0K | 0.00% | −839−26.5% | Reduced |
| V-Square Quantitative Management LLC | 2,347 | $959.5K | 0.13% | +37+1.6% | Added |
| Colony Group, LLC | 2,361 | $965.4K | 0.00% | −2,279−49.1% | Reduced |
| Sendero Wealth Management, LLC | 2,365 | $966.8K | 0.12% | +166+7.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,377 | $971.8K | 0.01% | +1,142+92.5% | Added |
| Shira Ridge Wealth Management | 2,385 | $975.0K | 0.45% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,389 | $976.6K | 0.04% | −236−9.0% | Reduced |
| Clearstead Advisors, LLC | 2,389 | $976.6K | 0.01% | +667+38.7% | Added |
| Board of the Pension Protection Fund | 2,400 | $981.1K | 1.06% | +2,400 | New |
| Wright Investors Service Inc | 2,408 | $984.4K | 0.30% | +1,117+86.5% | Added |
| Brinker Capital Investments, LLC | 2,417 | $988.2K | 0.01% | +41+1.7% | Added |
| LMR Partners LLP | 2,500 | $1.02M | 0.02% | +1,200+92.3% | Added |
| Captrust Financial Advisors | 2,503 | $1.02M | 0.00% | +424+20.4% | Added |
| Beck Bode, LLC | 2,506 | $1.02M | 0.17% | +163+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,514 | $1.03M | 0.07% | −175−6.5% | Reduced |
| Atria Investments LLC | 2,535 | $1.04M | 0.01% | +550+27.7% | Added |
| Tower Research Capital LLC (TRC) | 2,539 | $1.04M | 0.03% | −2,729−51.8% | Reduced |
| Howard Capital Management Inc. | 2,565 | $1.05M | 0.02% | +85+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,574 | $1.05M | 0.00% | −95−3.6% | Reduced |
| Doliver Advisors, LP | 2,613 | $1.07M | 0.29% | +592+29.3% | Added |
| GAMMA Investing LLC | 2,665 | $1.09M | 0.07% | +337+14.5% | Added |
| Bessemer Group Inc | 2,669 | $1.09M | 0.00% | −604−18.5% | Reduced |
| CWM, LLC | 2,683 | $1.10M | 0.00% | +749+38.7% | Added |
| Hall Laurie J Trustee | 2,695 | $1.10M | 0.36% | 00.0% | Unchanged |