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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2,503 | $1.02M | 0.00% | +424+20.4% | Added |
| LMR Partners LLP | 2,500 | $1.02M | 0.02% | +1,200+92.3% | Added |
| Brinker Capital Investments, LLC | 2,417 | $988.2K | 0.01% | +41+1.7% | Added |
| Wright Investors Service Inc | 2,408 | $984.4K | 0.30% | +1,117+86.5% | Added |
| Board of the Pension Protection Fund | 2,400 | $981.1K | 1.06% | +2,400 | New |
| Clearstead Advisors, LLC | 2,389 | $976.6K | 0.01% | +667+38.7% | Added |
| Fifth Third Wealth Advisors LLC | 2,389 | $976.6K | 0.04% | −236−9.0% | Reduced |
| Shira Ridge Wealth Management | 2,385 | $975.0K | 0.45% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,377 | $971.8K | 0.01% | +1,142+92.5% | Added |
| Sendero Wealth Management, LLC | 2,365 | $966.8K | 0.12% | +166+7.5% | Added |
| Colony Group, LLC | 2,361 | $965.4K | 0.00% | −2,279−49.1% | Reduced |
| V-Square Quantitative Management LLC | 2,347 | $959.5K | 0.13% | +37+1.6% | Added |
| MML Investors Services, LLC | 2,333 | $954.0K | 0.00% | −839−26.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,324 | $950.1K | 0.52% | +2,324 | New |
| Warren Averett Asset Management, LLC | 2,314 | $946.0K | 0.01% | −35−1.5% | Reduced |
| Denali Advisors LLC | 2,306 | $942.7K | 0.10% | +1,101+91.4% | Added |
| Arkadios Wealth Advisors | 2,296 | $938.6K | 0.03% | +2,296 | New |
| Crossmark Global Holdings, Inc. | 2,287 | $934.9K | 0.02% | −483−17.4% | Reduced |
| Greenleaf Trust | 2,284 | $933.7K | 0.01% | +132+6.1% | Added |
| Heard Capital LLC | 2,282 | $932.9K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,247 | $918.6K | 0.11% | +109+5.1% | Added |
| Investment Management Corp of Ontario | 2,245 | $917.8K | 0.01% | −400−15.1% | Reduced |
| Vontobel Holding Ltd. | 2,243 | $917.0K | 0.00% | +594+36.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,238 | $914.9K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,226 | $910.0K | 0.12% | +1,339+151.0% | Added |
| Sumitomo Life Insurance Co | 2,223 | $908.8K | 0.06% | −128−5.4% | Reduced |
| STF Management LP | 2,194 | $896.9K | 0.35% | +58+2.7% | Added |
| WealthTrust Asset Management, LLC | 2,178 | $890.4K | 0.67% | +2,178 | New |
| Institute for Wealth Management, LLC. | 2,177 | $889.8K | 0.10% | +142+7.0% | Added |
| Wetherby Asset Management Inc | 2,124 | $868.3K | 0.04% | +2,124 | New |
| Axxcess Wealth Management, LLC | 2,116 | $865.0K | 0.02% | −234−10.0% | Reduced |
| MUFG Securities Americas Inc. | 2,115 | $864.6K | 0.07% | +406+23.8% | Added |
| Frank, Rimerman Advisors LLC | 2,086 | $852.8K | 0.06% | −254−10.9% | Reduced |
| Avantax Advisory Services, Inc. | 2,070 | $846.3K | 0.00% | +686+49.6% | Added |
| Cidel Asset Management Inc | 2,070 | $846.2K | 0.05% | −244−10.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,070 | $846.0K | 0.23% | −7−0.3% | Reduced |
| Tounjian Advisory Partners, LLC | 2,292 | $844.7K | 0.16% | −36−1.5% | Reduced |
| NorthRock Partners, LLC | 2,064 | $843.8K | 0.02% | −556−21.2% | Reduced |
| 111 Capital | 2,028 | $829.1K | 0.14% | +692+51.8% | Added |
| Blueshift Asset Management, LLC | 2,014 | $823.3K | 0.25% | −4,079−66.9% | Reduced |
| Semanteon Capital Management, LP | 1,981 | $809.9K | 1.22% | +1,981 | New |
| Fiduciary Alliance LLC | 1,973 | $806.6K | 0.06% | −3−0.2% | Reduced |
| Coldstream Capital Management Inc | 1,966 | $803.8K | 0.01% | −2−0.1% | Reduced |
| Vestcor Inc | 1,946 | $796.0K | 0.02% | +249+14.7% | Added |
| PFG Investments, LLC | 1,937 | $791.9K | 0.05% | −209−9.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,936 | $791.5K | 0.12% | +1,936 | New |
| Fulton Breakefield Broenniman LLC | 1,930 | $789.0K | 0.05% | +1,930 | New |
| 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 |
| YHB Investment Advisors, Inc. | 1,900 | $776.7K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,876 | $767.0K | 1.11% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,873 | $765.7K | 0.09% | −172−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,848 | $755.5K | 0.35% | 00.0% | Unchanged |
| Mount Lucas Management LP | 1,827 | $746.9K | 0.36% | +1,827 | New |
| Boothbay Fund Management, LLC | 1,803 | $737.1K | 0.02% | −1,699−48.5% | Reduced |
| Pitcairn Co | 1,800 | $735.9K | 0.05% | −150−7.7% | Reduced |
| BNP Paribas | 1,787 | $728.5K | 0.02% | +1,787 | New |
| Savant Capital, LLC | 1,761 | $720.1K | 0.01% | −2−0.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,759 | $719.1K | 0.09% | −61−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 1,738 | $710.5K | 0.54% | +1,738 | New |
| Forum Financial Management, LP | 1,667 | $681.5K | 0.01% | +31+1.9% | Added |
| Gladstone Institutional Advisory LLC | 1,631 | $666.8K | 0.03% | +1,631 | New |
| Quadrant Capital Group LLC | 1,600 | $654.1K | 0.02% | −23−1.4% | Reduced |
| Horizon Investments, LLC | 1,590 | $650.0K | 0.01% | +185+13.2% | Added |
| Prestige Wealth Management Group LLC | 1,572 | $642.6K | 0.13% | −123−7.3% | Reduced |
| AIA Group Ltd | 1,563 | $639.0K | 0.01% | +1,563 | New |
| Quest Partners LLC | 1,555 | $635.7K | 0.06% | +727+87.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,554 | $635.3K | 0.03% | +92+6.3% | Added |
| Panagora Asset Management Inc | 1,523 | $622.6K | 0.00% | −182−10.7% | Reduced |
| Ascent Group, LLC | 1,518 | $620.6K | 0.02% | +238+18.6% | Added |
| Apollon Wealth Management, LLC | 1,496 | $611.4K | 0.01% | −100−6.3% | Reduced |
| Gardner Lewis Asset Management L P | 1,442 | $589.5K | 0.15% | +1,442 | New |
| Whittier Trust Co | 1,427 | $583.4K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,410 | $576.0K | 0.04% | +250+21.6% | Added |
| AlTi Global, Inc. | 1,417 | $572.6K | 0.01% | +63+4.7% | Added |
| Eos Management, L.P. | 1,400 | $572.3K | 0.25% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,377 | $562.9K | 0.01% | +464+50.8% | Added |
| Empower Advisory Group, LLC | 1,374 | $561.7K | 0.00% | +1,374 | New |
| Keybank National Association | 1,356 | $554.3K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,356 | $554.3K | 0.01% | +223+19.7% | Added |
| Councilmark Asset Management, LLC | 1,341 | $548.2K | 0.35% | +6+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 1,335 | $545.8K | 0.01% | +11+0.8% | Added |
| Rothschild Investment LLC | 1,323 | $540.9K | 0.03% | +9+0.7% | Added |
| Heritage Wealth Management, Inc. | 1,302 | $532.3K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,282 | $524.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 1,272 | $520.1K | 0.01% | −7−0.5% | Reduced |
| Cooper Financial Group | 1,260 | $515.1K | 0.06% | +28+2.3% | Added |
| Kathmere Capital Management, LLC | 1,249 | $510.6K | 0.04% | +373+42.6% | Added |
| First Horizon Advisors, Inc. | 1,248 | $510.5K | 0.01% | +523+72.1% | Added |
| EP Wealth Advisors, LLC | 1,243 | $508.0K | 0.00% | +614+97.6% | Added |
| Jefferies Financial Group Inc. | 1,240 | $506.9K | 0.01% | +1,240 | New |
| Corton Capital Inc. | 1,238 | $506.1K | 0.59% | +1,238 | New |
| Aspiriant, LLC | 1,234 | $504.5K | 0.02% | +106+9.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,230 | $502.8K | 0.00% | +147+13.6% | Added |
| Umb Bank N A | 1,197 | $489.3K | 0.01% | +53+4.6% | Added |
| Atomi Financial Group, Inc. | 1,194 | $488.1K | 0.02% | +45+3.9% | Added |
| New Wave Wealth Advisors LLC | 1,186 | $484.8K | 0.21% | +1,186 | New |
| Aquatic Capital Management LLC | 1,181 | $482.8K | 0.01% | −6,903−85.4% | Reduced |