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 |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$9,589
0.02% of portfolio
|
Q4 2022
Reduced 56.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
24
shares
|
$9,205
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
24
shares
|
$9,205
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
24
shares
|
$9,205
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
23
shares
|
$8,821
0.0% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$8,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$8,054
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
20
shares
|
$7,671
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q4 2023
Reduced 25.93%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
20
shares
|
$7,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
20
shares
|
$7,671
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
19
shares
|
$7,287
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19
shares
|
$7,287
0.0% of portfolio
|
Q3 2021
Reduced 44.12%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
18
shares
|
$6,904
0.0% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
18
shares
|
$6,904
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
18
shares
|
$6,904
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$6,904
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$6,520
0.0% of portfolio
|
Q1 2025
Added 54.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
17
shares
|
$6,520
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
17
shares
|
$6,520
0.01% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
16
shares
|
$6,136
0.0% of portfolio
|
Q2 2025
Added 128.57%
|