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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
7
shares
|
$1,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
6
shares
|
$1,650
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$1,650
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
6
shares
|
$1,650
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5
shares
|
$1,375
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2023
Reduced 99.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,375
0.0% of portfolio
|
Q3 2022
Reduced 44.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,100
0.0% of portfolio
|
Q1 2021
Reduced 42.86%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4
shares
|
$1,100
0.0% of portfolio
|
Q2 2022
Reduced 63.64%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4
shares
|
$1,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Added 300.0%
|