Who owns Charter Communications (CHTR)
Which tracked institutional funds hold CHTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHTR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
142 tracked funds added or opened CHTR while 306 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHTR’s largest tracked holder by dollar value, DODGE & COX, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CHTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 730 tracked filers holding CHTR, 401 increased or opened the position and 415 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHTR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 55
- GOLDENTREE ASSET MANAGEMENT LP$118M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$51M
- Invenomic Capital Management LP$40M
- Qube Research & Technologies Ltd$27M
- COMPASS ROSE ASSET MANAGEMENT, LP$16M
- ExodusPoint Capital Management, LP$13M
Full exits 78
- Capital Research Global Investors$1.1B
- Veritas Asset Management LLP$240M
- Capital International Investors$216M
- Amundi$84M
- TWO SIGMA INVESTMENTS, LP$65M
- THOMPSON SIEGEL & WALMSLEY LLC$61M
Largest adds
- EAGLE CAPITAL MANAGEMENT LLC$215M
- AQR CAPITAL MANAGEMENT LLC$169M
- MILLENNIUM MANAGEMENT LLC$154M
- CITADEL ADVISORS LLC$152M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$126M
- FEDERATED HERMES, INC.$123M
Largest trims
- DODGE & COX$1.0B
- HARRIS ASSOCIATES L P$847M
- STATE STREET CORP$778M
- NORGES BANK$577M
- FRANKLIN RESOURCES INC$475M
- VANGUARD CAPITAL MANAGEMENT LLC$421M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX added | 15,032,214 | $2.1B | 16.3% | 2026-Q2 |
| BlackRock, Inc. added | 7,070,700 | $1.0B | 7.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,971,723 | $991M | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,342,446 | $760M | 5.8% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 3,587,347 | $510M | 3.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,525,388 | $501M | 3.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,787,274 | $396M | 3.0% | 2026-Q2 |
| Invesco Ltd. added | 2,776,656 | $395M | 3.0% | 2026-Q2 |
| NORGES BANK trimmed | 2,452,458 | $349M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,398,491 | $340M | 2.6% | 2026-Q2 |
| UBS Group AG added | 2,280,785 | $324M | 2.5% | 2026-Q2 |
| Lind Value II ApS added | 2,223,945 | $316M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,977,475 | $280M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,826,114 | $260M | 2.0% | 2026-Q2 |
| EAGLE CAPITAL MANAGEMENT LLC added | 1,739,813 | $247M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,375,109 | $196M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,317,247 | $187M | 1.4% | 2026-Q2 |
| Long Focus Capital Management, LLC added | 1,230,216 | $175M | 1.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,122,561 | $160M | 1.2% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 1,070,397 | $152M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,024,659 | $146M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,010,629 | $144M | 1.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 955,380 | $136M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 884,933 | $129M | 1.0% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 868,083 | $123M | 0.9% | 2026-Q2 |
| GOLDENTREE ASSET MANAGEMENT LP new | 828,085 | $118M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 785,067 | $112M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH added | 680,500 | $97M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 674,286 | $96M | 0.7% | 2026-Q2 |
| Cryder Capital Partners LLP | 641,694 | $91M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 630,124 | $90M | 0.7% | 2026-Q2 |
| Rothschild & Co Wealth Management UK Ltd added | 570,438 | $81M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 488,532 | $69M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 476,895 | $68M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 466,134 | $66M | 0.5% | 2026-Q2 |
| Walleye Trading LLC added | 457,058 | $65M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 409,079 | $58M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 403,250 | $57M | 0.4% | 2026-Q2 |
| DANSKE BANK A/S added | 397,693 | $57M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 394,270 | $56M | 0.4% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 393,144 | $56M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 385,279 | $55M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 356,955 | $51M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 350,112 | $50M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 327,866 | $47M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 319,054 | $45M | 0.3% | 2026-Q2 |
| Quaker Capital Investments, LLC added | 289,677 | $41M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 284,165 | $40M | 0.3% | 2026-Q2 |
| Invenomic Capital Management LP new | 282,416 | $40M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 278,509 | $40M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 278,214 | $40M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 272,010 | $39M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 256,877 | $37M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 241,503 | $34M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 230,496 | $33M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 219,093 | $31M | 0.2% | 2026-Q2 |
| FMR LLC added | 218,492 | $31M | 0.2% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 216,500 | $31M | 0.2% | 2026-Q2 |
| Douglas Lane & Associates, LLC added | 208,599 | $30M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 199,797 | $28M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 195,533 | $28M | 0.2% | 2026-Q2 |
| Capital World Investors added | 191,600 | $27M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 187,189 | $27M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 186,367 | $27M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 185,635 | $26M | 0.2% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC added | 181,029 | $26M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 180,485 | $26M | 0.2% | 2026-Q2 |
| Greenstone Partners & Co., LLC added | 174,167 | $25M | 0.2% | 2026-Q2 |
| SORA INVESTORS LLC added | 173,849 | $25M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 173,722 | $25M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 171,592 | $24M | 0.2% | 2026-Q2 |
| CALEDONIA INVESTMENTS PLC | 169,700 | $24M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 164,097 | $23M | 0.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 159,684 | $23M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 158,540 | $23M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 154,912 | $22M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 151,436 | $22M | 0.2% | 2026-Q2 |
| KIZE CAPITAL LP added | 142,834 | $20M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 142,678 | $20M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 138,062 | $20M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 127,613 | $18M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 126,419 | $18M | 0.1% | 2026-Q2 |
| COMPASS ROSE ASSET MANAGEMENT, LP new | 115,000 | $16M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 113,217 | $16M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 109,588 | $16M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 104,727 | $15M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 100,164 | $14M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 99,302 | $14M | 0.1% | 2026-Q2 |
| Mount Capital Ltd | 98,661 | $14M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 97,905 | $14M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 97,259 | $21M | 0.2% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 96,777 | $14M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 94,875 | $13M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 93,111 | $13M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 93,083 | $13M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 90,274 | $13M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 86,791 | $12M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 86,013 | $12M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 84,726 | $12M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 80,432 | $11M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.