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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
16
shares
|
$6,136
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$6,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$6,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
15
shares
|
$5,753
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
15
shares
|
$5,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
15
shares
|
$5,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
14
shares
|
$5,369
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
14
shares
|
$5,369
0.0% of portfolio
|
Q4 2024
Added 366.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
14
shares
|
$5,369
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
14
shares
|
$5,369
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
13
shares
|
$4,986
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
Reduced 36.84%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
12
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
12
shares
|
$4,602
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
12
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
11
shares
|
$4,219
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
11
shares
|
$4,219
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$3,835
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10
shares
|
$3,835
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10
shares
|
$3,835
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$3,835
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
10
shares
|
$3,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$3,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9
shares
|
$3,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
8
shares
|
$3,068
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|