Institutional Ownership Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR). We have compiled data on the 1,050 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
2,672
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,669
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,665
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,650
shares
|
$1.05 Million
0.41% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
2,645
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,635
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 2.25%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,630
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
2,625
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,620
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,613
shares
|
$1.03 Million
0.31% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
2,553
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
2,525
shares
|
$999,521
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,485
shares
|
$983,687
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,480
shares
|
$981,708
0.02% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,455
shares
|
$971,811
0.03% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
2,408
shares
|
$953,206
0.31% of portfolio
|
Q2 2025
Added 86.52%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
2,385
shares
|
$944,102
0.45% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
2,376
shares
|
$940,539
0.01% of portfolio
|
Q1 2025
Reduced 46.93%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
2,365
shares
|
$936,185
0.14% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
2,351
shares
|
$930,643
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,350
shares
|
$930,247
0.02% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,349
shares
|
$929,851
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,347
shares
|
$929,059
0.13% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
2,343
shares
|
$927,476
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
2,340
shares
|
$926,289
0.07% of portfolio
|
Q1 2025
Added 3.59%
|