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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$8,803
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
31
shares
|
$8,528
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$8,253
0.0% of portfolio
|
Q4 2022
Reduced 91.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
30
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
Reduced 67.03%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
30
shares
|
$8,253
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
30
shares
|
$8,253
0.01% of portfolio
|
Q2 2025
Reduced 55.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
28
shares
|
$7,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28
shares
|
$7,703
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
28
shares
|
$7,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
28
shares
|
$7,703
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
28
shares
|
$7,703
0.0% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
27
shares
|
$7,427
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
26
shares
|
$7,152
0.01% of portfolio
|
Q3 2024
Added 271.43%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
25
shares
|
$6,877
0.02% of portfolio
|
Q4 2022
Reduced 56.9%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
25
shares
|
$6,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
24
shares
|
$6,602
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
24
shares
|
$6,602
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
24
shares
|
$6,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
24
shares
|
$6,602
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$6,327
0.0% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$6,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$6,052
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
21
shares
|
$5,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q4 2023
Reduced 25.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q1 2025
Added 100.0%
|