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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
54
shares
|
$14,855
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
51
shares
|
$14,030
0.01% of portfolio
|
Q2 2024
Reduced 42.05%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
51
shares
|
$14,030
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$13,755
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
50
shares
|
$13,755
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$13,205
0.0% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$13,205
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
45
shares
|
$12,379
0.01% of portfolio
|
Q1 2024
Reduced 49.44%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
45
shares
|
$12,379
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
45
shares
|
$12,379
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
45
shares
|
$12,379
0.0% of portfolio
|
Q4 2024
Added 55.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$11,554
0.01% of portfolio
|
Q3 2023
Added 13.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
42
shares
|
$11,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
41
shares
|
$11,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
40
shares
|
$11,004
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
40
shares
|
$11,004
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$10,729
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$10,729
0.01% of portfolio
|
Q1 2025
Added 290.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
37
shares
|
$10,179
0.0% of portfolio
|
Q2 2025
Reduced 41.27%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$9,628
0.0% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35
shares
|
$9,628
0.0% of portfolio
|
Q1 2019
Reduced 16.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
34
shares
|
$9,353
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
34
shares
|
$9,353
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
34
shares
|
$9,353
0.0% of portfolio
|
Q4 2023
Reduced 17.07%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
32
shares
|
$8,803
0.0% of portfolio
|
Q1 2025
New holding
|