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 |
|---|---|---|---|---|---|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q2 2025
Added 535.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
20
shares
|
$5,502
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
20
shares
|
$5,502
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
20
shares
|
$5,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
20
shares
|
$5,502
0.01% of portfolio
|
Q1 2025
Added 11660.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19
shares
|
$5,227
0.0% of portfolio
|
Q3 2021
Reduced 44.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
19
shares
|
$5,227
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$4,951
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
18
shares
|
$4,951
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$4,676
0.0% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$4,676
0.0% of portfolio
|
Q1 2025
Added 54.55%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
17
shares
|
$4,676
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
16
shares
|
$4,401
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
16
shares
|
$4,401
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$4,401
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$4,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
16
shares
|
$4,401
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
16
shares
|
$4,401
0.0% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
15
shares
|
$4,126
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15
shares
|
$4,126
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$3,851
0.0% of portfolio
|
Q4 2024
Added 366.67%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
14
shares
|
$3,851
0.0% of portfolio
|
Q1 2025
Added 100.0%
|