Who owns CHTR (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-Q1 13F filings. 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
204 tracked funds added or opened CHTR while 153 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 1.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.7pp 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 2025-Q4 and 2026-Q1, across 786 tracked filers holding CHTR, 403 increased or opened the position and 377 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 45
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$805M
- VANGUARD FIDUCIARY TRUST CO$104M
- TWO SIGMA INVESTMENTS, LP$65M
- Vanguard Global Advisers, LLC$41M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$33M
Full exits 59
- VANGUARD GROUP INC$2.1B
- Voyager Global Management LP$386M
- BERKSHIRE HATHAWAY INC$221M
- First Pacific Advisors, LP$96M
- Makaira Partners LLC$34M
- PZENA INVESTMENT MANAGEMENT LLC$25M
Largest adds
- STATE STREET CORP$396M
- NORGES BANK$370M
- First Eagle Investment Management, LLC$153M
- Capital Research Global Investors$138M
- JPMORGAN CHASE & CO$114M
- MORGAN STANLEY$111M
Largest trims
- Capital International Investors$332M
- BlackRock, Inc.$240M
- AQR CAPITAL MANAGEMENT LLC$110M
- Veritas Asset Management LLP$77M
- HARRIS ASSOCIATES L P$46M
- FMR LLC$44M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX added | 14,627,209 | $3.2B | 13.5% | 2026-Q1 |
| STATE STREET CORP added | 8,194,729 | $1.8B | 7.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,577,782 | $1.2B | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,470,636 | $1.2B | 5.0% | 2026-Q1 |
| Capital Research Global Investors added | 5,293,545 | $1.1B | 4.9% | 2026-Q1 |
| NORGES BANK trimmed | 2,511,226 | $925M | 3.9% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 3,989,043 | $861M | 3.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,727,658 | $805M | 3.4% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 3,580,160 | $773M | 3.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,657,669 | $574M | 2.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,645,023 | $571M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,449,291 | $527M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,939,463 | $419M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,701,162 | $367M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,510,030 | $326M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,448,399 | $320M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,204,158 | $260M | 1.1% | 2026-Q1 |
| Veritas Asset Management LLP trimmed | 1,113,053 | $240M | 1.0% | 2026-Q1 |
| Capital International Investors trimmed | 1,001,011 | $216M | 0.9% | 2026-Q1 |
| Lind Value II ApS added | 936,751 | $202M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 908,766 | $196M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 842,705 | $182M | 0.8% | 2026-Q1 |
| BARCLAYS PLC added | 739,580 | $160M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 731,708 | $158M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 700,283 | $151M | 0.6% | 2026-Q1 |
| Cryder Capital Partners LLP | 641,694 | $139M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 571,045 | $123M | 0.5% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 563,266 | $122M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 517,464 | $112M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 513,382 | $111M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 506,502 | $109M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 505,135 | $109M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 480,982 | $104M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 440,676 | $95M | 0.4% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 431,582 | $93M | 0.4% | 2026-Q1 |
| Long Focus Capital Management, LLC trimmed | 415,000 | $90M | 0.4% | 2026-Q1 |
| Amundi trimmed | 387,379 | $84M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 377,260 | $81M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 337,143 | $73M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 302,190 | $65M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 289,316 | $62M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 286,032 | $62M | 0.3% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC added | 282,089 | $61M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 271,220 | $59M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 250,497 | $54M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 246,896 | $53M | 0.2% | 2026-Q1 |
| Quaker Capital Investments, LLC added | 215,077 | $46M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 210,787 | $46M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 204,942 | $44M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 203,334 | $44M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 191,931 | $41M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 188,426 | $41M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 188,158 | $41M | 0.2% | 2026-Q1 |
| Greenstone Partners & Co., LLC added | 174,158 | $38M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 173,884 | $38M | 0.2% | 2026-Q1 |
| CALEDONIA INVESTMENTS PLC | 169,700 | $37M | 0.2% | 2026-Q1 |
| Woodline Partners LP added | 167,300 | $36M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 164,228 | $35M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 163,943 | $35M | 0.2% | 2026-Q1 |
| National Pension Service added | 163,565 | $35M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 161,124 | $35M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 154,015 | $33M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 153,926 | $33M | 0.1% | 2026-Q1 |
| Triple Frond Partners LLC | 153,725 | $33M | 0.1% | 2026-Q1 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 152,563 | $33M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 152,520 | $33M | 0.1% | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC trimmed | 149,460 | $32M | 0.1% | 2026-Q1 |
| Douglas Lane & Associates, LLC added | 145,426 | $31M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 144,080 | $31M | 0.1% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 130,488 | $28M | 0.1% | 2026-Q1 |
| KIZE CAPITAL LP added | 126,834 | $27M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 123,660 | $27M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 123,600 | $27M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 116,274 | $25M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 111,998 | $24M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 110,798 | $24M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 110,200 | $24M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 10,206,112 | $2.1B | 9.1% | 2025-Q4 stale |
| Voyager Global Management LP added | 1,850,000 | $386M | 1.6% | 2025-Q4 stale |
| BERKSHIRE HATHAWAY INC | 1,060,882 | $221M | 0.9% | 2025-Q4 stale |
| Contour Asset Management LLC new | 484,839 | $133M | 0.6% | 2025-Q3 stale |
| SANDS CAPITAL MANAGEMENT, LLC added | 242,432 | $99M | 0.4% | 2025-Q2 stale |
| First Pacific Advisors, LP trimmed | 461,525 | $96M | 0.4% | 2025-Q4 stale |
| Clearbridge Investments, LLC added | 273,364 | $75M | 0.3% | 2025-Q3 stale |
| BRISTOL JOHN W & CO INC /NY/ trimmed | 194,254 | $72M | 0.3% | 2025-Q1 stale |
| LSV ASSET MANAGEMENT added | 182,795 | $67M | 0.3% | 2025-Q1 stale |
| L1 Capital Pty Ltd added | 289,544 | $64M | 0.3% | 2025-Q3 stale |
| Senator Investment Group LP added | 144,351 | $59M | 0.3% | 2025-Q2 stale |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 143,490 | $59M | 0.3% | 2025-Q2 stale |
| Kodai Capital Management LP trimmed | 147,504 | $54M | 0.2% | 2025-Q1 stale |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 178,636 | $49M | 0.2% | 2025-Q3 stale |
| Boston Partners added | 112,059 | $46M | 0.2% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 83,789 | $34M | 0.1% | 2025-Q2 stale |
| Makaira Partners LLC | 164,000 | $34M | 0.1% | 2025-Q4 stale |
| Aureus Asset Management, LLC trimmed | 83,695 | $34M | 0.1% | 2025-Q2 stale |
| AustralianSuper Pty Ltd added | 104,144 | $29M | 0.1% | 2025-Q3 stale |
| FERNBRIDGE CAPITAL MANAGEMENT LP added | 91,887 | $25M | 0.1% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 68,543 | $25M | 0.1% | 2025-Q1 stale |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 118,715 | $25M | 0.1% | 2025-Q4 stale |
| Holocene Advisors, LP trimmed | 85,251 | $23M | 0.1% | 2025-Q3 stale |
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.