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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 1,083 | $233.7K | 0.03% | −31−2.8% | Reduced |
| Trust Asset Management LLC | 1,079 | $232.9K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,070 | $231.0K | 0.05% | +617+136.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,065 | $229.9K | 0.00% | −299−21.9% | 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 |
| Citizens Financial Group Inc | 1,062 | $229.3K | 0.00% | −164−13.4% | Reduced |
| Savvy Advisors, Inc. | 1,061 | $229.0K | 0.01% | +36+3.5% | Added |
| Chicago Partners Investment Group LLC | 941 | $228.2K | 0.01% | −174−15.6% | Reduced |
| Caxton Associates LLP | 1,056 | $228.0K | 0.01% | +1,056 | New |
| Private Advisor Group, LLC | 1,049 | $226.4K | 0.00% | −1,346−56.2% | Reduced |
| Florida Financial Advisors, LLC | 1,048 | $226.3K | 0.05% | −235−18.3% | Reduced |
| Portside Wealth Group, LLC | 1,048 | $226.2K | 0.03% | +1,048 | New |
| Pursuit Wealth Strategies, LLC | 1,047 | $226.0K | 0.31% | +1,047 | New |
| Advisory Services Network, LLC | 1,047 | $226.0K | 0.00% | +1,047 | New |
| Crestwood Advisors Group LLC | 1,041 | $224.7K | 0.00% | +1,041 | New |
| 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 |
| Viewpoint Investment Partners Corp | 1,400 | $221.2K | 0.10% | +200+16.7% | Added |
| Quadrant Capital Group LLC | 1,019 | $220.0K | 0.01% | −2,980−74.5% | Reduced |
| Elser Financial Planning, Inc | 1,001 | $214.3K | 0.01% | +1,001 | New |
| Fiduciary Trust Co | 978 | $211.2K | 0.00% | −27−2.7% | Reduced |
| BTG Pactual Asset Management US LLC | 977 | $210.9K | 0.02% | +977 | New |
| Athena Wealth Management, LLC | 971 | $209.6K | 0.17% | +971 | New |
| Parallel Advisors, LLC | 965 | $208.4K | 0.00% | +573+146.2% | Added |
| EP Wealth Advisors, LLC | 958 | $206.8K | 0.00% | −137−12.5% | Reduced |
| Krilogy Financial LLC | 864 | $203.9K | 0.01% | −2,047−70.3% | Reduced |
| GTS Securities LLC | 942 | $203.4K | 0.01% | −2,728−74.3% | Reduced |
| Sivia Capital Partners, LLC | 928 | $200.3K | 0.04% | −315−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 895 | $193.2K | 0.00% | −306−25.5% | Reduced |
| Allworth Financial LP | 836 | $180.4K | 0.00% | +41+5.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 792 | $171.0K | 0.00% | −109−12.1% | Reduced |
| EFG International AG | 784 | $170.1K | 0.00% | −46−5.5% | Reduced |
| Atlas Capital Advisors LLC | 720 | $155.4K | 0.02% | +19+2.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 700 | $151.1K | 0.00% | +700 | New |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 650 | $140.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 638 | $137.7K | 0.00% | −340−34.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 638 | $137.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 514 | $111.1K | 0.02% | −2,846−84.7% | Reduced |
| Wall Street Access Asset Management, LLC | 270 | $110.4K | 0.03% | +270 | New |
| Penserra Capital Management LLC | 515 | $110.0K | 0.00% | +15+3.0% | Added |
| North Star Investment Management Corp. | 508 | $109.7K | 0.01% | +5+1.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 473 | $102.1K | 0.05% | 00.0% | Unchanged |
| McMillan Office, Inc. | 465 | $100.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 444 | $95.9K | 0.00% | −45−9.2% | Reduced |
| Quent Capital, LLC | 436 | $94.1K | 0.01% | −40−8.4% | Reduced |
| MAI Capital Management | 419 | $90.5K | 0.00% | +139+49.6% | Added |
| 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 |
| Clearstead Advisors, LLC | 379 | $81.8K | 0.00% | −199−34.4% | Reduced |
| Covestor Ltd | 366 | $79.0K | 0.05% | −113−23.6% | Reduced |
| Basecamp Wealth Advisors LLC | 365 | $78.8K | 0.02% | −12−3.2% | Reduced |
| Federated Hermes, Inc. | 363 | $78.4K | 0.00% | −12−3.2% | Reduced |
| Los Angeles Capital Management LLC | 346 | $74.7K | 0.00% | −26,906−98.7% | Reduced |
| Opal Wealth Advisors, LLC | 338 | $73.0K | 0.02% | +338 | New |
| Smartleaf Asset Management LLC | 319 | $70.5K | 0.00% | −13−3.9% | Reduced |
| Massmutual Trust Co FSB | 313 | $67.6K | 0.00% | +88+39.1% | Added |
| Whittier Trust Co of Nevada Inc | 281 | $61.8K | 0.00% | +1+0.4% | Added |
| AlphaCentric Advisors LLC | 271 | $58.5K | 0.06% | +9+3.4% | Added |
| Caitlin John, LLC | 260 | $56.1K | 0.03% | −45−14.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 258 | $55.7K | 0.01% | +169+189.9% | Added |
| GHP Investment Advisors, Inc. | 252 | $54.3K | 0.00% | +4+1.6% | Added |
| Bayforest Capital Ltd | 250 | $54.0K | 0.06% | +248+12,400.0% | Added |
| Blue Bell Private Wealth Management, LLC | 244 | $52.7K | 0.01% | −47−16.2% | Reduced |
| Onefund, LLC | 243 | $52.5K | 0.03% | −37−13.2% | Reduced |
| Zions Bancorporation, National Association | 233 | $50.3K | 0.00% | −1,013−81.3% | Reduced |
| Parkside Financial Bank & Trust | 231 | $49.9K | 0.00% | −21−8.3% | Reduced |
| Asset Dedication, LLC | 226 | $48.8K | 0.00% | −85−27.3% | Reduced |
| TD Waterhouse Canada Inc. | 217 | $46.9K | 0.00% | +32+17.3% | Added |
| Pflug Koory, LLC | 204 | $44.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $40.6K | 0.00% | +107+132.1% | Added |
| Hanson & Doremus Investment Management | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 185 | $39.9K | 0.00% | +143+340.5% | Added |
| Manchester Capital Management LLC | 184 | $39.7K | 0.01% | −3−1.6% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 177 | $38.2K | 0.02% | +177 | New |
| LRI Investments, LLC | 176 | $38.0K | 0.00% | +176 | New |
| Owl Creek Wealth Partners LLC | 170 | $36.7K | 0.01% | +170 | New |
| Altshuler Shaham Ltd | 166 | $35.8K | 0.00% | +45+37.2% | Added |
| Harbour Investments, Inc. | 164 | $35.4K | 0.00% | +45+37.8% | Added |
| Spire Wealth Management | 161 | $34.8K | 0.00% | −15−8.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 158 | $34.1K | 0.00% | +111+236.2% | Added |
| Capital Advisors, Ltd. LLC | 156 | $34.0K | 0.00% | +17+12.2% | Added |
| SRS Capital Advisors, Inc. | 166 | $32.4K | 0.00% | −236−58.7% | Reduced |
| GW&K Investment Management, LLC | 140 | $30.0K | 0.00% | +2+1.4% | Added |
| Acadian Asset Management LLC | 133 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 128 | $27.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 127 | $27.4K | 0.01% | −564−81.6% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 116 | $25.0K | 0.00% | +116 | New |
| Steigerwald, Gordon & Koch Inc. | 110 | $23.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 108 | $23.7K | 0.00% | +29+36.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $23.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 108 | $23.3K | 0.00% | +50+86.2% | Added |
| Alphadyne Asset Management LP | 107 | $23.1K | 0.00% | −3,793−97.3% | Reduced |
| Johnson Financial Group, Inc. | 105 | $22.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 103 | $22.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $21.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 100 | $21.6K | 0.01% | +100 | New |
| Central Trust Co | 98 | $21.2K | 0.00% | −83−45.9% | Reduced |
| Atlantic Trust, LLC | 98 | $21.2K | 0.00% | −25−20.3% | Reduced |