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 1,058 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 $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,335
shares
|
$367,271
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,327
shares
|
$365,070
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,323
shares
|
$363,970
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,302
shares
|
$358,193
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,282
shares
|
$352,691
0.01% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,278
shares
|
$351,590
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,277
shares
|
$351,315
0.03% of portfolio
|
Q2 2024
Added 13.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,272
shares
|
$349,939
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,260
shares
|
$346,638
0.06% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,249
shares
|
$343,612
0.04% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,248
shares
|
$343,337
0.01% of portfolio
|
Q2 2025
Added 72.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,243
shares
|
$341,961
0.0% of portfolio
|
Q2 2025
Added 97.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$341,686
0.01% of portfolio
|
Q3 2022
Added 122.58%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,240
shares
|
$341,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
1,238
shares
|
$340,586
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
1,234
shares
|
$339,485
0.02% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,230
shares
|
$338,385
0.0% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
1,200
shares
|
$330,132
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,197
shares
|
$329,306
0.01% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,194
shares
|
$328,481
0.02% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$326,280
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,181
shares
|
$324,904
0.01% of portfolio
|
Q2 2025
Reduced 85.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,180
shares
|
$324,629
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
1,166
shares
|
$320,778
0.03% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,161
shares
|
$319,402
0.88% of portfolio
|
Q3 2023
Reduced 21.92%
|