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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 94 | $20.3K | 0.00% | −5−5.1% | Reduced |
| 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 |
| Root Financial Partners, LLC | 85 | $18.4K | 0.00% | +48+129.7% | Added |
| 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 |
| Geneos Wealth Management Inc. | 82 | $17.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $17.3K | 0.00% | −1−1.2% | Reduced |
| 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 |
| Mather Group, LLC. | 76 | $16.4K | 0.00% | +76 | New |
| SJS Investment Consulting Inc. | 73 | $15.8K | 0.00% | −2−2.7% | Reduced |
| Ancora Advisors, LLC | 73 | $15.8K | 0.00% | −23−24.0% | Reduced |
| Heritage Wealth Advisors | 72 | $15.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $15.3K | 0.00% | −1−1.4% | Reduced |
| 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 |
| Assetmark, Inc | 65 | $14.0K | 0.00% | −17−20.7% | Reduced |
| City Holding Co | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $14.0K | 0.00% | −32−33.0% | Reduced |
| Salem Investment Counselors Inc | 64 | $13.8K | 0.00% | +64 | New |
| Raiffeisen Bank International AG | 62 | $13.7K | 0.00% | +62 | New |
| Strategic Wealth Partners, Ltd. | 63 | $13.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $13.0K | 0.00% | −3−4.8% | Reduced |
| True Wealth Design, LLC | 58 | $12.5K | 0.00% | −235−80.2% | Reduced |
| Front Row Advisors LLC | 58 | $12.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 52 | $11.2K | 0.00% | +11+26.8% | Added |
| Rossby Financial, LCC | 51 | $11.0K | 0.00% | +12+30.8% | Added |
| Kilter Group LLC | 51 | $11.0K | 0.00% | +18+54.5% | Added |
| ESL Trust Services, LLC | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 48 | $10.4K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 48 | $10.4K | 0.00% | +18+60.0% | Added |
| Ameriflex Group, Inc. | 48 | $10.4K | 0.01% | 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 |
| Medallion Wealth Advisors, LLC | 43 | $9.28K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $9.28K | 0.00% | +14+48.3% | Added |
| Colonial Trust Co | 42 | $9.07K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $8.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $8.63K | 0.00% | −18−31.0% | Reduced |
| DT Investment Partners, LLC | 39 | $8.42K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 39 | $8.42K | 0.00% | +39 | New |
| ZRC Wealth Management, LLC | 35 | $7.56K | 0.00% | +2+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 45 | $7.44K | 0.00% | +2+4.7% | Added |
| Caldwell Trust Co | 34 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $7.13K | 0.00% | +24+266.7% | Added |
| JFS Wealth Advisors, LLC | 32 | $6.91K | 0.00% | +3+10.3% | Added |
| Vanguard National Trust Co | 32 | $6.91K | 0.00% | +32 | New |
| Montag A & Associates Inc | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atomic Invest LLC | 29 | $6.46K | 0.00% | +15+107.1% | Added |
| Prestige Wealth Management Group LLC | 29 | $6.26K | 0.00% | +6+26.1% | 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 |
| SHP Wealth Management | 28 | $5.95K | 0.00% | +13+86.7% | Added |
| Keating Financial Advisory Services, Inc. | 27 | $5.83K | 0.00% | +13+92.9% | Added |
| Smallwood Wealth Investment Management, LLC | 27 | $5.83K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $5.40K | 0.00% | +19+316.7% | 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 |
| Cullen/Frost Bankers, Inc. | 23 | $4.96K | 0.00% | +15+187.5% | Added |
| Albion Financial Group | 22 | $4.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $4.75K | 0.00% | +2+10.0% | Added |
| Ares Financial Consulting, LLC | 20 | $4.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| Avion Wealth | 22 | $4.00K | 0.00% | +10+83.3% | Added |
| 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 |
| 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 |
| Wealth Science Advisors LLC | 17 | $3.55K | 0.00% | +17 | New |
| 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 |
| Peoples Financial Services Corp. | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $3.32K | 0.00% | +14+200.0% | Added |
| Abound Wealth Management | 15 | $3.24K | 0.00% | +2+15.4% | Added |
| Bogart Wealth, LLC | 15 | $3.24K | 0.00% | +6+66.7% | Added |
| WealthCollab, LLC | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $2.81K | 0.00% | +13 | New |
| Golden State Equity Partners | 13 | $2.81K | 0.00% | +13 | New |
| South State Corp. | 12 | $2.59K | 0.00% | −9−42.9% | Reduced |