Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CHTR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | 14.6M | $3.16B | +0.1% | 11.551% | 1.74% |
| 2 | STATE STREET CORP | 8.2M | $1.77B | +24.6% | 6.471% | 0.06% |
| 3 | BlackRock, Inc. | 7.0M | $1.51B | +1.1% | 5.520% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $1.18B | — | 4.320% | 0.03% |
| 5 | Capital Research Global Investors | 5.3M | $1.14B | +9.9% | 4.180% | 0.18% |
| 6 | HARRIS ASSOCIATES L P | 4.0M | $861.2M | -8.2% | 3.150% | 1.15% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $804.7M | — | 2.944% | 0.04% |
| 8 | First Eagle Investment Management, LLC | 3.6M | $772.9M | +20.6% | 2.827% | 1.02% |
| 9 | Invesco Ltd. | 2.9M | $633.8M | +5.7% | 2.318% | 0.10% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9M | $624.1M | -10.4% | 2.283% | 0.07% |
| 11 | FRANKLIN RESOURCES INC | 2.6M | $571.0M | +2.5% | 2.089% | 0.14% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $527.2M | +0.7% | 1.934% | 0.03% |
| 13 | MORGAN STANLEY | 1.9M | $418.7M | +31.6% | 1.532% | 0.03% |
| 14 | GOLDMAN SACHS GROUP INC | 1.8M | $393.3M | +12.1% | 1.439% | 0.05% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $367.4M | -5.3% | 1.343% | 0.08% |
| 16 | Long Focus Capital Management, LLC | 1.7M | $363.1M | -3.2% | 1.328% | 10.19% |
| 17 | UBS Group AG | 1.2M | $261.0M | +4.4% | 0.955% | 0.04% |
| 18 | Veritas Asset Management LLP | 1.1M | $240.3M | -26.8% | 0.879% | 4.07% |
| 19 | Capital International Investors | 1.0M | $216.1M | -61.9% | 0.791% | 0.05% |
| 20 | Lind Value II ApS | 937K | $202.2M | +51.5% | 0.740% | 44.86% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 909K | $196.2M | +7.1% | 0.718% | 0.03% |
| 22 | NORTHERN TRUST CORP | 843K | $181.9M | -1.2% | 0.665% | 0.02% |
| 23 | BARCLAYS PLC | 740K | $159.7M | +40.7% | 0.584% | 0.07% |
| 24 | BANK OF AMERICA CORP /DE/ | 732K | $158.0M | +28.4% | 0.578% | 0.01% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 700K | $151.2M | +5.5% | 0.553% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CHTR — a direct measure of their conviction.
Filings activity in CHTR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 763 | +0.1% | 114.73% | 2.92 pp | $21.18B | 2.5% |
| Q4 2025 | 762 | 1.3% | 117.65% | 82.34 pp | $21.73B | 63% |
| Q3 2025 | 772 | 10% | 199.99% | +0.00 pp | $58.21B | +42% |
| Q2 2025 | 860 | +2.4% | 199.99% | +7.44 pp | $40.91B | +15% |
| Q1 2025 | 840 | +1.7% | 192.55% | +12.52 pp | $35.56B | +7.0% |
| Q4 2024 | 826 | +3.5% | 180.03% | +10.40 pp | $33.24B | +6.1% |
| Q3 2024 | 798 | +7.0% | 169.63% | +1.13 pp | $31.32B | +0.7% |
| Q2 2024 | 746 | — | 168.50% | — | $31.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | Winfrey Christopher L | Buy | 3K | $172.23 | $597K |
| Apr 28, 2026 | Davis Wade | Buy | 6K | $173.72 | $995K |
Quick answers to the most common questions about buying CHTR stock.
Based on Q1 2026 13F filings, institutional ownership of Charter Communications, Inc. stands at 114.7%, held across 763 reporting institutions.
DODGE & COX is the largest reported institutional holder of CHTR, with approximately 14,627,209 shares worth $3.16B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CHTR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CHTR is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
134 institutions opened new positions in CHTR during Q1 2026, while 133 fully exited. 443 added to existing positions and 181 trimmed.
CHTR institutional ownership fell by 2.92 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 58.8% of all reported 13F value in CHTR, and the top 25 account for 79.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Charter Communications, Inc. (CHTR) Institutional Ownership