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 997 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$1,211
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
Reduced 72.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
6
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5
shares
|
$1,009
0.0% of portfolio
|
Q2 2023
Reduced 99.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5
shares
|
$1,009
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$1,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
5
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,009
0.0% of portfolio
|
Q3 2022
Reduced 44.44%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4
shares
|
$807
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
4
shares
|
$807
0.0% of portfolio
|
Q3 2023
New holding
|
|