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Institutional Ownership · SEC Form 13F

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.

730
Institutional holders
98M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
DODGE & COX added15,032,214$2.1B16.3%2026-Q2
BlackRock, Inc. added7,070,700$1.0B7.7%2026-Q2
STATE STREET CORP trimmed6,971,723$991M7.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed5,342,446$760M5.8%2026-Q2
First Eagle Investment Management, LLC added3,587,347$510M3.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed3,525,388$501M3.8%2026-Q2
GOLDMAN SACHS GROUP INC added2,787,274$396M3.0%2026-Q2
Invesco Ltd. added2,776,656$395M3.0%2026-Q2
NORGES BANK trimmed2,452,458$349M2.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed2,398,491$340M2.6%2026-Q2
UBS Group AG added2,280,785$324M2.5%2026-Q2
Lind Value II ApS added2,223,945$316M2.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,977,475$280M2.1%2026-Q2
MORGAN STANLEY trimmed1,826,114$260M2.0%2026-Q2
EAGLE CAPITAL MANAGEMENT LLC added1,739,813$247M1.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added1,375,109$196M1.5%2026-Q2
CITADEL ADVISORS LLC added1,317,247$187M1.4%2026-Q2
Long Focus Capital Management, LLC added1,230,216$175M1.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,122,561$160M1.2%2026-Q2
STATE OF MICHIGAN RETIREMENT SYSTEM added1,070,397$152M1.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,024,659$146M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,010,629$144M1.1%2026-Q2
DEUTSCHE BANK AG\ added955,380$136M1.0%2026-Q2
JPMORGAN CHASE & CO trimmed884,933$129M1.0%2026-Q2
FEDERATED HERMES, INC. added868,083$123M0.9%2026-Q2
GOLDENTREE ASSET MANAGEMENT LP new828,085$118M0.9%2026-Q2
NORTHERN TRUST CORP trimmed785,067$112M0.9%2026-Q2
Allianz Asset Management GmbH added680,500$97M0.7%2026-Q2
FRANKLIN RESOURCES INC trimmed674,286$96M0.7%2026-Q2
Cryder Capital Partners LLP641,694$91M0.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed630,124$90M0.7%2026-Q2
Rothschild & Co Wealth Management UK Ltd added570,438$81M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed488,532$69M0.5%2026-Q2
Legal & General Group Plc trimmed476,895$68M0.5%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed466,134$66M0.5%2026-Q2
Walleye Trading LLC added457,058$65M0.5%2026-Q2
Bank of New York Mellon Corp trimmed409,079$58M0.4%2026-Q2
JANE STREET GROUP, LLC added403,250$57M0.4%2026-Q2
DANSKE BANK A/S added397,693$57M0.4%2026-Q2
WELLS FARGO & COMPANY/MN added394,270$56M0.4%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added393,144$56M0.4%2026-Q2
BARCLAYS PLC trimmed385,279$55M0.4%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added356,955$51M0.4%2026-Q2
D. E. Shaw & Co., Inc. added350,112$50M0.4%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added327,866$47M0.4%2026-Q2
CITIGROUP INC added319,054$45M0.3%2026-Q2
Quaker Capital Investments, LLC added289,677$41M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed284,165$40M0.3%2026-Q2
Invenomic Capital Management LP new282,416$40M0.3%2026-Q2
Gotham Asset Management, LLC added278,509$40M0.3%2026-Q2
MACKENZIE FINANCIAL CORP added278,214$40M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed272,010$39M0.3%2026-Q2
Nuveen, LLC trimmed256,877$37M0.3%2026-Q2
Tidal Investments LLC added241,503$34M0.3%2026-Q2
Swiss National Bank trimmed230,496$33M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed219,093$31M0.2%2026-Q2
FMR LLC added218,492$31M0.2%2026-Q2
Quinn Opportunity Partners LLC added216,500$31M0.2%2026-Q2
Douglas Lane & Associates, LLC added208,599$30M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. trimmed199,797$28M0.2%2026-Q2
HSBC HOLDINGS PLC added195,533$28M0.2%2026-Q2
Capital World Investors added191,600$27M0.2%2026-Q2
Qube Research & Technologies Ltd added187,189$27M0.2%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed186,367$27M0.2%2026-Q2
IMC-Chicago, LLC added185,635$26M0.2%2026-Q2
SONA ASSET MANAGEMENT (US) LLC added181,029$26M0.2%2026-Q2
Vanguard Global Advisers, LLC trimmed180,485$26M0.2%2026-Q2
Greenstone Partners & Co., LLC added174,167$25M0.2%2026-Q2
SORA INVESTORS LLC added173,849$25M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added173,722$25M0.2%2026-Q2
RHUMBLINE ADVISERS added171,592$24M0.2%2026-Q2
CALEDONIA INVESTMENTS PLC169,700$24M0.2%2026-Q2
GROUP ONE TRADING LLC added164,097$23M0.2%2026-Q2
JUPITER ASSET MANAGEMENT LTD added159,684$23M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added158,540$23M0.2%2026-Q2
National Pension Service trimmed154,912$22M0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added151,436$22M0.2%2026-Q2
KIZE CAPITAL LP added142,834$20M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added142,678$20M0.2%2026-Q2
Bridgewater Associates, LP added138,062$20M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added127,613$18M0.1%2026-Q2
Russell Investments Group, Ltd. added126,419$18M0.1%2026-Q2
COMPASS ROSE ASSET MANAGEMENT, LP new115,000$16M0.1%2026-Q2
Quantinno Capital Management LP added113,217$16M0.1%2026-Q2
California Public Employees Retirement System trimmed109,588$16M0.1%2026-Q2
SIMPLEX TRADING, LLC added104,727$15M0.1%2026-Q2
Vontobel Holding Ltd. added100,164$14M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added99,302$14M0.1%2026-Q2
Mount Capital Ltd98,661$14M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed97,905$14M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed97,259$21M0.2%2026-Q2
HARRIS ASSOCIATES L P trimmed96,777$14M0.1%2026-Q2
DAVENPORT & Co LLC added94,875$13M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed93,111$13M0.1%2026-Q2
ExodusPoint Capital Management, LP added93,083$13M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed90,274$13M0.1%2026-Q2
IEQ CAPITAL, LLC added86,791$12M0.1%2026-Q2
DNB Asset Management AS added86,013$12M0.1%2026-Q2
SEI INVESTMENTS CO trimmed84,726$12M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added80,432$11M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership