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 2026
Institutional positions in Charter Communications, Inc. as of Jun 30, 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
- 788
- +3 vs. Q1 2026
- Shares held
- 99.9M
- +1.41M (+1.4%) vs. Q1 2026
- Total value
- $14.2B
- −$7.06B (−33.2%) vs. Q1 2026
- New holders
- 142
- 287 more added
- Sold out
- 139
- 242 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co | 20 | $2.84K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 20 | $2.85K | 0.00% | −9−31.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $2.85K | 0.00% | −8−28.6% | Reduced |
| Avion Wealth | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 26 | $3.00K | 0.00% | +13+100.0% | Added |
| HM Payson & Co | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $3.17K | 0.00% | −258−91.8% | Reduced |
| Assetmark, Inc | 24 | $3.41K | 0.00% | −41−63.1% | Reduced |
| Prosperity Bancshares Inc | 24 | $3.41K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 24 | $3.41K | 0.00% | +24 | New |
| Planning Strategies Inc. | 24 | $3.41K | 0.00% | +24 | New |
| Balyasny Asset Management LLC | 25 | $3.56K | 0.00% | −1,260−98.1% | Reduced |
| Field & Main Bank | 25 | $3.56K | 0.00% | −20−44.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 27 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $3.98K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 29 | $4.12K | 0.00% | −444−93.9% | Reduced |
| Centiva Capital, LP | 29 | $4.12K | 0.00% | +26+866.7% | Added |
| Hilton Head Capital Partners, LLC | 30 | $4.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $4.27K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 32 | $4.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 34 | $4.83K | 0.00% | −48−58.5% | Reduced |
| Westfuller Advisors, LLC | 34 | $4.83K | 0.00% | +34 | New |
| MV Capital Management, Inc. | 34 | $4.84K | 0.00% | −45−57.0% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $5.26K | 0.00% | +7+23.3% | Added |
| Private Wealth Management Group, LLC | 37 | $5.26K | 0.00% | +9+32.1% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $5.55K | 0.00% | −119−75.3% | Reduced |
| First Horizon Corp | 39 | $5.55K | 0.00% | −6−13.3% | Reduced |
| DT Investment Partners, LLC | 39 | $5.55K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $5.69K | 0.00% | −145−78.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $5.69K | 0.00% | +24+150.0% | Added |
| Kilter Group LLC | 42 | $5.97K | 0.00% | −9−17.6% | Reduced |
| Medallion Wealth Advisors, LLC | 43 | $6.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $6.12K | 0.00% | +1+2.4% | Added |
| Sachetta, LLC | 43 | $6.12K | 0.00% | +10+30.3% | Added |
| J.Safra Asset Management Corp | 49 | $6.97K | 0.00% | +49 | New |
| ESL Trust Services, LLC | 50 | $7.11K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 48 | $7.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 52 | $7.39K | 0.00% | −53−50.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 53 | $7.54K | 0.00% | +26+96.3% | Added |
| Anchor Investment Management, LLC | 53 | $7.54K | 0.00% | +47+783.3% | Added |
| Manchester Capital Management LLC | 54 | $7.68K | 0.00% | −130−70.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55 | $7.82K | 0.00% | +10+22.2% | Added |
| AdvisorNet Financial, Inc | 59 | $8.39K | 0.00% | +7+13.5% | Added |
| Wilkerson Advisory Group LLC | 62 | $8.82K | 0.00% | −30−32.6% | Reduced |
| LRI Investments, LLC | 63 | $8.92K | 0.00% | −113−64.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 63 | $8.96K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 64 | $9.10K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $9.15K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 64 | $9.20K | 0.00% | −1−1.5% | Reduced |
| City Holding Co | 65 | $9.24K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 65 | $9.24K | 0.00% | +35+116.7% | Added |
| Pinnacle Bancorp, Inc. | 65 | $9.24K | 0.00% | +41+170.8% | Added |
| Central Trust Co | 67 | $9.53K | 0.00% | −31−31.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 69 | $9.81K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 69 | $9.81K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $10.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 72 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $10.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 73 | $10.4K | 0.00% | +13+21.7% | Added |
| IFG Advisory, LLC | 73 | $10.4K | 0.00% | +73 | New |
| Horizon Financial Services, LLC | 76 | $10.8K | 0.00% | +51+204.0% | Added |
| Plante Moran Financial Advisors, LLC | 79 | $11.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 83 | $11.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 83 | $11.8K | 0.00% | +40+93.0% | Added |
| Oakmont Advisory Group, LLC | 84 | $11.9K | 0.01% | +84 | New |
| Capital Advisors, Ltd. LLC | 84 | $12.0K | 0.00% | −72−46.2% | Reduced |
| Smithfield Trust Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 97 | $13.8K | 0.00% | −1−1.0% | Reduced |
| Southern Michigan Bank & Trust | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 105 | $14.9K | 0.00% | −65−38.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $15.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 114 | $16.2K | 0.00% | +11+10.7% | Added |
| Cassaday & Co Wealth Management LLC | 117 | $16.6K | 0.00% | +1+0.9% | Added |
| ZRC Wealth Management, LLC | 121 | $17.2K | 0.01% | +86+245.7% | Added |
| Caitlin John, LLC | 122 | $17.4K | 0.01% | −138−53.1% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $17.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $18.5K | 0.00% | −101−43.7% | Reduced |
| CoreCap Advisors, LLC | 131 | $18.6K | 0.00% | +37+39.4% | Added |
| West Paces Advisors Inc. | 133 | $18.9K | 0.00% | +133 | New |
| Massmutual Trust Co FSB | 136 | $19.3K | 0.00% | −177−56.5% | Reduced |
| Stone House Investment Management, LLC | 145 | $20.6K | 0.00% | +145 | New |
| Activest Wealth Management | 155 | $22.0K | 0.00% | +63+68.5% | Added |
| Harbour Investments, Inc. | 172 | $24.5K | 0.00% | +8+4.9% | Added |
| Salomon & Ludwin, LLC | 185 | $25.9K | 0.00% | +77+71.3% | Added |
| Hanson & Doremus Investment Management | 184 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 189 | $26.9K | 0.00% | +144+320.0% | Added |
| WealthCollab, LLC | 189 | $26.9K | 0.01% | +175+1,250.0% | Added |
| Trust Co of Vermont | 200 | $28.4K | 0.00% | +200 | New |
| Pflug Koory, LLC | 204 | $29.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 208 | $29.6K | 0.00% | +47+29.2% | Added |
| Asset Dedication, LLC | 211 | $30.0K | 0.00% | −15−6.6% | Reduced |
| Silver Grove Financial Group, Inc. | 212 | $30.1K | 0.02% | +212 | New |
| JPL Wealth Management, LLC | 216 | $30.7K | 0.01% | +214+10,700.0% | Added |
| MCF Advisors LLC | 223 | $31.7K | 0.00% | +115+106.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 227 | $32.3K | 0.00% | −31−12.0% | Reduced |