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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,302
shares
|
$515,396
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,300
shares
|
$514,605
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,282
shares
|
$507,479
0.01% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,278
shares
|
$505,896
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,277
shares
|
$505,500
0.03% of portfolio
|
Q2 2024
Added 13.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,272
shares
|
$503,521
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,260
shares
|
$498,771
0.06% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,249
shares
|
$494,416
0.04% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,249
shares
|
$494,416
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$491,645
0.01% of portfolio
|
Q3 2022
Added 122.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,235
shares
|
$488,874
0.0% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,230
shares
|
$486,895
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
1,219
shares
|
$482,541
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,215
shares
|
$480,957
0.07% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
1,205
shares
|
$476,999
0.17% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
1,205
shares
|
$476,999
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
1,200
shares
|
$475,020
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,197
shares
|
$473,832
0.01% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$469,478
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,168
shares
|
$462,352
0.1% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,161
shares
|
$459,581
0.88% of portfolio
|
Q3 2023
Reduced 21.92%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
1,160
shares
|
$459,186
0.03% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
1,151
shares
|
$455,623
0.03% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,149
shares
|
$454,831
0.02% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,149
shares
|
$454,831
0.0% of portfolio
|
Q1 2025
Added 0.35%
|