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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 157 | $64.0K | 0.01% | −12−7.1% | Reduced |
| Trust Co of Vermont | 150 | $61.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 149 | $60.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 147 | $60.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 146 | $60.0K | 0.00% | +43+41.7% | Added |
| Brown Brothers Harriman & Co | 145 | $59.3K | 0.00% | +56+62.9% | Added |
| Talon Private Wealth, LLC | 144 | $58.9K | 0.01% | +144 | New |
| Kestra Investment Management, LLC | 159 | $58.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 148 | $58.3K | 0.03% | +100+208.3% | Added |
| TD Private Client Wealth LLC | 140 | $57.2K | 0.00% | +23+19.7% | Added |
| GW&K Investment Management, LLC | 137 | $56.0K | 0.00% | +7+5.4% | Added |
| Acadian Asset Management LLC | 133 | $54.0K | 0.00% | −600−81.9% | Reduced |
| Rakuten Securities, Inc. | 127 | $51.9K | 0.02% | +107+535.0% | Added |
| Private Trust Co NA | 126 | $51.5K | 0.00% | −35−21.7% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $51.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 111 | $45.4K | 0.00% | +14+14.4% | Added |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $44.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $40.9K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 85 | $34.7K | 0.01% | 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 |
| AllSquare Wealth Management LLC | 82 | $33.5K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $33.1K | 0.02% | +81 | New |
| CoreCap Advisors, LLC | 80 | $32.7K | 0.00% | +7+9.6% | Added |
| Plante Moran Financial Advisors, LLC | 79 | $32.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 74 | $30.3K | 0.00% | +1+1.4% | Added |
| Heritage Wealth Advisors | 72 | $29.4K | 0.00% | +72 | New |
| Jackson, Grant Investment Advisers, Inc. | 69 | $28.2K | 0.01% | 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 |
| Harbor Investment Advisory, LLC | 66 | $27.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 65 | $26.6K | 0.00% | −20−23.5% | Reduced |
| City Holding Co | 65 | $26.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 64 | $26.2K | 0.00% | +61+2,033.3% | Added |
| Strategic Wealth Partners, Ltd. | 63 | $25.8K | 0.00% | +63 | New |
| Atlantic Union Bankshares Corp | 60 | $24.5K | 0.00% | +60 | New |
| Front Row Advisors LLC | 58 | $23.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $23.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $22.3K | 0.00% | +58+828.6% | 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 |
| Global X Japan Co., Ltd. | 51 | $20.8K | 0.00% | +12+30.8% | Added |
| ESL Trust Services, LLC | 50 | $20.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $20.4K | 0.00% | +6+13.6% | Added |
| MV Capital Management, Inc. | 48 | $19.6K | 0.00% | −5−9.4% | Reduced |
| Investors Research Corp | 48 | $19.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 51 | $18.8K | 0.01% | +51 | New |
| 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 |
| Medallion Wealth Advisors, LLC | 44 | $18.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $16.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 37 | $15.1K | 0.00% | −26−41.3% | Reduced |
| South State Corp. | 35 | $14.3K | 0.00% | −34−49.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $13.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 34 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31 | $12.7K | 0.00% | −1−3.1% | Reduced |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $12.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 28 | $11.7K | 0.00% | +16+133.3% | Added |
| 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 |
| Smallwood Wealth Investment Management, LLC | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 28 | $11.0K | 0.00% | +9+47.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 42 | $10.9K | 0.00% | +42 | New |
| WealthCollab, LLC | 26 | $10.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 25 | $10.2K | 0.00% | +25 | New |
| Kilter Group LLC | 24 | $9.81K | 0.00% | +24 | New |
| 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 |
| Salomon & Ludwin, LLC | 23 | $9.48K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $8.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $8.99K | 0.00% | +4+22.2% | Added |
| Quaker Wealth Management, LLC | 21 | $8.59K | 0.00% | +21 | 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 |
| Oakworth Capital, Inc. | 20 | $8.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| Edmond de Rothschild Holding S.A. | 18 | $7.36K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $6.95K | 0.00% | −11−39.3% | Reduced |
| UMA Financial Services, Inc. | 17 | $6.95K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $6.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $6.59K | 0.00% | +9+128.6% | Added |
| Whipplewood Advisors, LLC | 16 | $6.54K | 0.00% | +5+45.5% | Added |
| Bell Investment Advisors, Inc | 16 | $6.54K | 0.00% | +4+33.3% | Added |
| TFC Financial Management | 16 | $6.54K | 0.00% | +8+100.0% | Added |
| Peoples Financial Services Corp. | 16 | $6.54K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 15 | $6.13K | 0.02% | +15 | New |