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 2026
Institutional positions in Charter Communications, Inc. as of Mar 31, 2026. 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
- 791
- +6 vs. Q4 2025
- Shares held
- 98.6M
- +9.44M (+10.6%) vs. Q4 2025
- Total value
- $21.3B
- +$2.68B (+14.4%) vs. Q4 2025
- New holders
- 123
- 284 more added
- Sold out
- 117
- 246 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 21 | $3.32K | 0.00% | +14+200.0% | Added |
| Peoples Financial Services Corp. | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $3.46K | 0.00% | −22−57.9% | Reduced |
| Rialto Wealth Management, LLC | 16 | $3.46K | 0.00% | +7+77.8% | Added |
| Wealth Science Advisors LLC | 17 | $3.55K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 17 | $3.67K | 0.00% | −28−62.2% | Reduced |
| Clayton Financial Group LLC | 17 | $3.67K | 0.00% | +11+183.3% | Added |
| Beacon Investment Advisory Services, Inc. | 17 | $3.67K | 0.00% | +17 | New |
| Edmond de Rothschild Holding S.A. | 18 | $3.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $3.89K | 0.00% | +18 | New |
| Avion Wealth | 22 | $4.00K | 0.00% | +10+83.3% | Added |
| Financial Freedom, LLC | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $4.32K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $4.33K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $4.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $4.75K | 0.00% | +2+10.0% | Added |
| Cullen/Frost Bankers, Inc. | 23 | $4.96K | 0.00% | +15+187.5% | Added |
| MB, Levis & Associates, LLC | 24 | $5.18K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24 | $5.18K | 0.00% | +16+200.0% | Added |
| Prosperity Bancshares Inc | 24 | $5.18K | 0.00% | +24 | New |
| Twin Peaks Wealth Advisors, LLC | 24 | $5.18K | 0.00% | +24 | New |
| Horizon Financial Services, LLC | 25 | $5.40K | 0.00% | +19+316.7% | Added |
| Smallwood Wealth Investment Management, LLC | 27 | $5.83K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $5.83K | 0.00% | +13+92.9% | Added |
| SHP Wealth Management | 28 | $5.95K | 0.00% | +13+86.7% | Added |
| Private Wealth Management Group, LLC | 28 | $6.04K | 0.00% | −8−22.2% | Reduced |
| Cranbrook Wealth Management, LLC | 28 | $6.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $6.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $6.26K | 0.00% | +6+26.1% | Added |
| Atomic Invest LLC | 29 | $6.46K | 0.00% | +15+107.1% | Added |
| AXS Investments LLC | 30 | $6.48K | 0.00% | −18−37.5% | Reduced |
| Red Tortoise LLC | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $6.48K | 0.00% | +12+66.7% | Added |
| Montag A & Associates Inc | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 32 | $6.91K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 32 | $6.91K | 0.00% | +3+10.3% | Added |
| Sachetta, LLC | 33 | $7.13K | 0.00% | +24+266.7% | Added |
| Caldwell Trust Co | 34 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $7.44K | 0.00% | +2+4.7% | Added |
| ZRC Wealth Management, LLC | 35 | $7.56K | 0.00% | +2+6.1% | Added |
| Kemnay Advisory Services Inc. | 39 | $8.42K | 0.00% | +39 | New |
| DT Investment Partners, LLC | 39 | $8.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $8.63K | 0.00% | −18−31.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 40 | $8.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $9.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $9.28K | 0.00% | +14+48.3% | Added |
| Medallion Wealth Advisors, LLC | 43 | $9.28K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $9.71K | 0.00% | −27−37.5% | Reduced |
| First Horizon Corp | 45 | $9.71K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 45 | $9.71K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 48 | $10.4K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 48 | $10.4K | 0.00% | +18+60.0% | Added |
| Sankala Group LLC | 48 | $10.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 51 | $11.0K | 0.00% | +18+54.5% | Added |
| Rossby Financial, LCC | 51 | $11.0K | 0.00% | +12+30.8% | Added |
| AdvisorNet Financial, Inc | 52 | $11.2K | 0.00% | +11+26.8% | Added |
| Catalyst Capital Advisors LLC | 55 | $11.9K | 0.00% | −16−22.5% | Reduced |
| Fortitude Family Office, LLC | 55 | $11.9K | 0.00% | +32+139.1% | Added |
| Wall Street Financial Group, Inc. | 55 | $11.9K | 0.01% | +55 | New |
| Front Row Advisors LLC | 58 | $12.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $12.5K | 0.00% | −235−80.2% | Reduced |
| SBI Securities Co., Ltd. | 60 | $13.0K | 0.00% | −3−4.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 63 | $13.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 62 | $13.7K | 0.00% | +62 | New |
| Salem Investment Counselors Inc | 64 | $13.8K | 0.00% | +64 | New |
| Barrett & Company, Inc. | 65 | $14.0K | 0.00% | −32−33.0% | Reduced |
| Assetmark, Inc | 65 | $14.0K | 0.00% | −17−20.7% | Reduced |
| City Holding Co | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $14.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 69 | $14.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $15.3K | 0.00% | −1−1.4% | Reduced |
| Heritage Wealth Advisors | 72 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $15.8K | 0.00% | −23−24.0% | Reduced |
| SJS Investment Consulting Inc. | 73 | $15.8K | 0.00% | −2−2.7% | Reduced |
| Mather Group, LLC. | 76 | $16.4K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 79 | $17.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $17.1K | 0.00% | +44+125.7% | Added |
| Wealth Preservation Advisors, LLC | 79 | $17.1K | 0.01% | +79 | New |
| Larson Financial Group LLC | 80 | $17.3K | 0.00% | −1−1.2% | Reduced |
| Geneos Wealth Management Inc. | 82 | $17.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $17.9K | 0.00% | −11−11.7% | Reduced |
| St Germain D J Co Inc | 83 | $17.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 85 | $18.4K | 0.00% | +48+129.7% | Added |
| Activest Wealth Management | 92 | $19.9K | 0.00% | +29+46.0% | Added |
| Wilkerson Advisory Group LLC | 92 | $19.9K | 0.01% | +49+114.0% | Added |
| CoreCap Advisors, LLC | 94 | $20.3K | 0.00% | −5−5.1% | Reduced |
| Smithfield Trust Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 98 | $21.2K | 0.00% | −25−20.3% | Reduced |
| Central Trust Co | 98 | $21.2K | 0.00% | −83−45.9% | Reduced |
| Costello Asset Management, INC | 100 | $21.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 100 | $21.6K | 0.01% | +100 | New |
| Provenance Wealth Advisors, LLC | 103 | $22.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 105 | $22.7K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 107 | $23.1K | 0.00% | −3,793−97.3% | Reduced |
| MCF Advisors LLC | 108 | $23.3K | 0.00% | +50+86.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $23.5K | 0.01% | 00.0% | Unchanged |