| VANGUARD CAPITAL MANAGEMENT LLC |
| 5.3M |
| $759.7M |
| -2.3% |
| 3.964% |
| 0.02% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.8M | $682.0M | +65.9% | 3.558% | 0.05% |
| 6 | GOLDMAN SACHS GROUP INC | 4.0M | $566.0M | +118.5% | 2.953% | 0.05% |
| 7 | First Eagle Investment Management, LLC | 3.6M | $510.2M | +0.2% | 2.662% | 0.42% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $501.3M | -5.4% | 2.616% | 0.02% |
| 9 | CITADEL ADVISORS LLC | 3.0M | $429.9M | +227.7% | 2.243% | 0.02% |
| 10 | Invesco Ltd. | 2.8M | $394.9M | +4.5% | 2.060% | 0.03% |
| 11 | Long Focus Capital Management, LLC | 2.7M | $386.5M | +61.6% | 2.017% | 9.88% |
| 12 | NORGES BANK | 2.5M | $348.8M | — | 1.820% | 0.03% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $340.1M | -2.1% | 1.780% | 0.02% |
| 14 | UBS Group AG | 2.3M | $325.1M | +89.0% | 1.696% | 0.04% |
| 15 | Lind Value II ApS | 2.2M | $316.3M | +137.4% | 1.650% | 50.84% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $279.5M | +283.8% | 1.467% | 0.10% |
| 17 | MORGAN STANLEY | 1.8M | $259.7M | -5.8% | 1.355% | 0.01% |
| 18 | EAGLE CAPITAL MANAGEMENT LLC | 1.7M | $247.4M | +1064.1% | 1.291% | 0.76% |
| 19 | JANE STREET GROUP, LLC | 1.6M | $231.8M | +176.7% | 1.209% | 0.02% |
| 20 | MILLENNIUM MANAGEMENT LLC | 1.6M | $225.5M | +431.3% | 1.176% | 0.08% |
| 21 | Walleye Trading LLC | 1.4M | $200.8M | +125.5% | 1.047% | 0.23% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $159.6M | +629.3% | 0.833% | 0.07% |
| 23 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1.1M | $152.2M | +148.0% | 0.794% | 0.67% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $145.8M | -39.8% | 0.760% | 0.03% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.0M | $143.7M | +11.2% | 0.750% | 0.02% |
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.
| 63.05% |
| +0.37 pp |
| $35.56B |
| +7.0% |
| Q4 2024 | 826 | +3.5% | 62.68% | +0.96 pp | $33.24B | +6.1% |
| Q3 2024 | 798 | — | 61.72% | — | $31.32B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
125 institutions opened new positions in CHTR during Q2 2026, while 132 fully exited. 167 added to existing positions and 470 trimmed.
CHTR institutional ownership rose by 10.85 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 50.1% of all reported 13F value in CHTR, and the top 25 account for 73.7%.
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.