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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$38,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
97
shares
|
$37,205
0.0% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
94
shares
|
$36,054
0.0% of portfolio
|
Q1 2025
Added 3033.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
91
shares
|
$34,903
0.0% of portfolio
|
Q1 2023
Reduced 93.01%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
90
shares
|
$34,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
89
shares
|
$34,136
0.0% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
87
shares
|
$33,369
0.0% of portfolio
|
Q1 2025
Reduced 56.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
85
shares
|
$32,602
0.0% of portfolio
|
Q1 2025
Added 93.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
85
shares
|
$32,602
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
83
shares
|
$31,835
0.02% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
83
shares
|
$31,835
0.0% of portfolio
|
Q1 2025
Added 1283.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
82
shares
|
$31,451
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$31,068
0.01% of portfolio
|
Q4 2023
Added 20.9%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
79
shares
|
$30,301
0.0% of portfolio
|
Q2 2024
Added 102.56%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
75
shares
|
$28,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
73
shares
|
$27,999
0.0% of portfolio
|
Q4 2022
Reduced 21.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
73
shares
|
$27,999
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
69
shares
|
$26,465
0.01% of portfolio
|
Q4 2022
Reduced 54.3%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
69
shares
|
$26,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
68
shares
|
$26,082
0.01% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
67
shares
|
$25,698
0.02% of portfolio
|
Q1 2024
Added 123.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
66
shares
|
$25,314
0.0% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
66
shares
|
$25,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
65
shares
|
$24,931
0.0% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
64
shares
|
$24,547
0.0% of portfolio
|
Q2 2025
Added 2033.33%
|