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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 108 | $23.7K | 0.00% | +29+36.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 110 | $23.7K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 116 | $25.0K | 0.00% | +116 | New |
| Armstrong Advisory Group, Inc | 125 | $27.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 127 | $27.4K | 0.01% | −564−81.6% | Reduced |
| Sound Income Strategies, LLC | 128 | $27.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 133 | $28.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $30.0K | 0.00% | +2+1.4% | Added |
| SRS Capital Advisors, Inc. | 166 | $32.4K | 0.00% | −236−58.7% | Reduced |
| Capital Advisors, Ltd. LLC | 156 | $34.0K | 0.00% | +17+12.2% | Added |
| Transamerica Financial Advisors, Inc. | 158 | $34.1K | 0.00% | +111+236.2% | Added |
| Spire Wealth Management | 161 | $34.8K | 0.00% | −15−8.5% | Reduced |
| Harbour Investments, Inc. | 164 | $35.4K | 0.00% | +45+37.8% | Added |
| Altshuler Shaham Ltd | 166 | $35.8K | 0.00% | +45+37.2% | Added |
| Owl Creek Wealth Partners LLC | 170 | $36.7K | 0.01% | +170 | New |
| LRI Investments, LLC | 176 | $38.0K | 0.00% | +176 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 177 | $38.2K | 0.02% | +177 | New |
| Manchester Capital Management LLC | 184 | $39.7K | 0.01% | −3−1.6% | Reduced |
| CVA Family Office, LLC | 185 | $39.9K | 0.00% | +143+340.5% | Added |
| Hanson & Doremus Investment Management | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $40.6K | 0.00% | +107+132.1% | Added |
| Pflug Koory, LLC | 204 | $44.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 217 | $46.9K | 0.00% | +32+17.3% | Added |
| Asset Dedication, LLC | 226 | $48.8K | 0.00% | −85−27.3% | Reduced |
| Parkside Financial Bank & Trust | 231 | $49.9K | 0.00% | −21−8.3% | Reduced |
| Zions Bancorporation, National Association | 233 | $50.3K | 0.00% | −1,013−81.3% | Reduced |
| Onefund, LLC | 243 | $52.5K | 0.03% | −37−13.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 244 | $52.7K | 0.01% | −47−16.2% | Reduced |
| Bayforest Capital Ltd | 250 | $54.0K | 0.06% | +248+12,400.0% | Added |
| GHP Investment Advisors, Inc. | 252 | $54.3K | 0.00% | +4+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 258 | $55.7K | 0.01% | +169+189.9% | Added |
| Caitlin John, LLC | 260 | $56.1K | 0.03% | −45−14.8% | Reduced |
| AlphaCentric Advisors LLC | 271 | $58.5K | 0.06% | +9+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $61.8K | 0.00% | +1+0.4% | Added |
| Massmutual Trust Co FSB | 313 | $67.6K | 0.00% | +88+39.1% | Added |
| Smartleaf Asset Management LLC | 319 | $70.5K | 0.00% | −13−3.9% | Reduced |
| Opal Wealth Advisors, LLC | 338 | $73.0K | 0.02% | +338 | New |
| Los Angeles Capital Management LLC | 346 | $74.7K | 0.00% | −26,906−98.7% | Reduced |
| Federated Hermes, Inc. | 363 | $78.4K | 0.00% | −12−3.2% | Reduced |
| Basecamp Wealth Advisors LLC | 365 | $78.8K | 0.02% | −12−3.2% | Reduced |
| Covestor Ltd | 366 | $79.0K | 0.05% | −113−23.6% | Reduced |
| Clearstead Advisors, LLC | 379 | $81.8K | 0.00% | −199−34.4% | Reduced |
| Westpac Banking Corp | 417 | $90.0K | 0.01% | −5,033−92.3% | Reduced |
| Grove Bank & Trust | 417 | $90.0K | 0.01% | −11−2.6% | Reduced |
| MAI Capital Management | 419 | $90.5K | 0.00% | +139+49.6% | Added |
| Quent Capital, LLC | 436 | $94.1K | 0.01% | −40−8.4% | Reduced |
| Huntington National Bank | 444 | $95.9K | 0.00% | −45−9.2% | Reduced |
| McMillan Office, Inc. | 465 | $100.4K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 473 | $102.1K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 508 | $109.7K | 0.01% | +5+1.0% | Added |
| Penserra Capital Management LLC | 515 | $110.0K | 0.00% | +15+3.0% | Added |
| Wall Street Access Asset Management, LLC | 270 | $110.4K | 0.03% | +270 | New |
| Westside Investment Management, Inc. | 514 | $111.1K | 0.02% | −2,846−84.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 638 | $137.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 638 | $137.7K | 0.00% | −340−34.8% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 650 | $140.3K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 700 | $151.1K | 0.00% | +700 | New |
| Atlas Capital Advisors LLC | 720 | $155.4K | 0.02% | +19+2.7% | Added |
| EFG International AG | 784 | $170.1K | 0.00% | −46−5.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 792 | $171.0K | 0.00% | −109−12.1% | Reduced |
| Allworth Financial LP | 836 | $180.4K | 0.00% | +41+5.2% | Added |
| Steward Partners Investment Advisory, LLC | 895 | $193.2K | 0.00% | −306−25.5% | Reduced |
| Sivia Capital Partners, LLC | 928 | $200.3K | 0.04% | −315−25.3% | Reduced |
| GTS Securities LLC | 942 | $203.4K | 0.01% | −2,728−74.3% | Reduced |
| Krilogy Financial LLC | 864 | $203.9K | 0.01% | −2,047−70.3% | Reduced |
| EP Wealth Advisors, LLC | 958 | $206.8K | 0.00% | −137−12.5% | Reduced |
| Parallel Advisors, LLC | 965 | $208.4K | 0.00% | +573+146.2% | Added |
| Athena Wealth Management, LLC | 971 | $209.6K | 0.17% | +971 | New |
| BTG Pactual Asset Management US LLC | 977 | $210.9K | 0.02% | +977 | New |
| Fiduciary Trust Co | 978 | $211.2K | 0.00% | −27−2.7% | Reduced |
| Elser Financial Planning, Inc | 1,001 | $214.3K | 0.01% | +1,001 | New |
| Quadrant Capital Group LLC | 1,019 | $220.0K | 0.01% | −2,980−74.5% | Reduced |
| Viewpoint Investment Partners Corp | 1,400 | $221.2K | 0.10% | +200+16.7% | Added |
| Bank of Hawaii | 1,039 | $224.3K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,039 | $224.3K | 0.02% | +1,039 | New |
| Crestwood Advisors Group LLC | 1,041 | $224.7K | 0.00% | +1,041 | New |
| Advisory Services Network, LLC | 1,047 | $226.0K | 0.00% | +1,047 | New |
| Pursuit Wealth Strategies, LLC | 1,047 | $226.0K | 0.31% | +1,047 | New |
| Portside Wealth Group, LLC | 1,048 | $226.2K | 0.03% | +1,048 | New |
| Florida Financial Advisors, LLC | 1,048 | $226.3K | 0.05% | −235−18.3% | Reduced |
| Private Advisor Group, LLC | 1,049 | $226.4K | 0.00% | −1,346−56.2% | Reduced |
| Caxton Associates LLP | 1,056 | $228.0K | 0.01% | +1,056 | New |
| Chicago Partners Investment Group LLC | 941 | $228.2K | 0.01% | −174−15.6% | Reduced |
| Savvy Advisors, Inc. | 1,061 | $229.0K | 0.01% | +36+3.5% | Added |
| Citizens Financial Group Inc | 1,062 | $229.3K | 0.00% | −164−13.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,063 | $229.5K | 0.00% | −122−10.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,063 | $229.5K | 0.01% | +112+11.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,065 | $229.9K | 0.00% | −299−21.9% | Reduced |
| ORG Wealth Partners, LLC | 1,070 | $231.0K | 0.05% | +617+136.2% | Added |
| Trust Asset Management LLC | 1,079 | $232.9K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,083 | $233.7K | 0.03% | −31−2.8% | Reduced |
| King Luther Capital Management Corp | 1,099 | $237.3K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,101 | $237.7K | 0.00% | +1,101 | New |
| Aspiriant, LLC | 1,110 | $239.6K | 0.01% | −20−1.8% | Reduced |
| S&CO Inc | 1,128 | $243.0K | 0.02% | −3,015−72.8% | Reduced |
| PEAK6 LLC | 1,146 | $247.4K | 0.01% | −9,352−89.1% | Reduced |
| Ballentine Partners, LLC | 1,146 | $247.4K | 0.00% | +1,146 | New |
| Argyle Capital Management Inc. | 1,157 | $249.8K | 0.08% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,158 | $250.0K | 0.01% | +1,158 | New |
| Signaturefd, LLC | 1,161 | $250.7K | 0.00% | +355+44.0% | Added |