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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2
shares
|
$550
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1
shares
|
$275
0.0% of portfolio
|
Q1 2022
Reduced 96.88%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|