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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
491
shares
|
$135,079
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
490
shares
|
$134,803
0.02% of portfolio
|
Q2 2022
Reduced 60.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
489
shares
|
$134,528
0.02% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
465
shares
|
$127,926
0.19% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
451
shares
|
$124,074
0.0% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
430
shares
|
$118,297
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
421
shares
|
$115,821
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
415
shares
|
$114,170
0.0% of portfolio
|
Q2 2025
Added 212.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
402
shares
|
$110,594
0.01% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
393
shares
|
$108,118
0.0% of portfolio
|
Q1 2024
Reduced 97.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
388
shares
|
$106,742
0.01% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
373
shares
|
$102,616
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
365
shares
|
$100,415
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
365
shares
|
$100,415
0.01% of portfolio
|
Q2 2021
Added 90.6%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
364
shares
|
$100,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
359
shares
|
$98,764
0.0% of portfolio
|
Q2 2025
Added 154.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
335
shares
|
$92,161
0.0% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
324
shares
|
$89,135
0.0% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
320
shares
|
$88,035
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
319
shares
|
$87,760
0.0% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
318
shares
|
$87,484
0.03% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
318
shares
|
$87,484
0.08% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
306
shares
|
$84,183
0.07% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
306
shares
|
$84,183
0.1% of portfolio
|
Q4 2024
Added 39.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
299
shares
|
$82,257
0.0% of portfolio
|
Q2 2020
Reduced 7.14%
|