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HomeStocksCHTRInstitutional Holders

CHTR logoCharter Communications, Inc. (CHTR) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+10.85 pp), though top 10 holders maintain a highly concentrated 50.1% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
84.3%$15.9B total value · ▲ +10.85 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
71 / 100Bullish
Institutions & Flow795 holders-7 net flow (+125 / -132)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-7)
  • Marquee funds including Susquehanna International Group, Llp and Citadel Advisors Llc maintain significant positions
  • Top 10 holders control 50.1% of institutional value
  • Insiders Buying

Top Institutional Holders of CHTR

Ranked by reported Q2 2026 13F market value

Top 10 Holders
50.1%
Top 25 Holders
73.7%

Share of total reported institutional value in CHTR held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1DODGE & COX15.0M$2.14B+2.8%11.153%1.12%
2BlackRock, Inc.7.1M$1.01B+1.2%5.246%0.01%
3STATE STREET CORP7.0M$991.4M-14.9%5.173%0.01%
4

Quarterly Institutional Activity

Filings activity in CHTR during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers125Added To167Trimmed470Exited132
  • Capital Research Global Investors$1.14B
  • Veritas Asset Management LLP$240.3M

CHTR Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026795+0.9%84.32%+10.85 pp$15.93B28%
Q1 2026788+1.4%73.47%9.50 pp$22.10B1.4%
Q4 20257771.8%82.97%57.57 pp$22.40B62%
Q3 20257918.0%140.54%+74.97 pp$58.62B+43%
Q2 2025860+2.4%65.57%+2.52 pp$40.91B+15%
Q1 2025840

Recent Insider Activity in CHTR

Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.

DateInsiderActionSharesPriceValue
Apr 28, 2026Winfrey Christopher L Buy3K$172.23$597K
Apr 28, 2026Davis Wade Buy6K$173.72$995K

CHTR — Frequently Asked Questions

Quick answers to the most common questions about buying CHTR stock.

What percentage of CHTR is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Charter Communications, Inc. stands at 84.3%, held across 795 reporting institutions.

Who is the largest institutional holder of CHTR?

DODGE & COX is the largest reported institutional holder of CHTR, with approximately 15,032,214 shares worth $2.14B as of Q2 2026.

Is CHTR a hedge fund favorite?

Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of CHTR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, MILLENNIUM MANAGEMENT LLC.

What is CHTR's Smart Money Score?

Our composite Smart Money Score for CHTR is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought CHTR this quarter?
VANGUARD CAPITAL MANAGEMENT LLC
5.3M
$759.7M
-2.3%
3.964%
0.02%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP4.8M$682.0M+65.9%3.558%0.05%
6GOLDMAN SACHS GROUP INC4.0M$566.0M+118.5%2.953%0.05%
7First Eagle Investment Management, LLC3.6M$510.2M+0.2%2.662%0.42%
8VANGUARD PORTFOLIO MANAGEMENT LLC3.5M$501.3M-5.4%2.616%0.02%
9CITADEL ADVISORS LLC3.0M$429.9M+227.7%2.243%0.02%
10Invesco Ltd.2.8M$394.9M+4.5%2.060%0.03%
11Long Focus Capital Management, LLC2.7M$386.5M+61.6%2.017%9.88%
12NORGES BANK2.5M$348.8M—1.820%0.03%
13GEODE CAPITAL MANAGEMENT, LLC2.4M$340.1M-2.1%1.780%0.02%
14UBS Group AG2.3M$325.1M+89.0%1.696%0.04%
15Lind Value II ApS2.2M$316.3M+137.4%1.650%50.84%
16AQR CAPITAL MANAGEMENT LLC2.0M$279.5M+283.8%1.467%0.10%
17MORGAN STANLEY1.8M$259.7M-5.8%1.355%0.01%
18EAGLE CAPITAL MANAGEMENT LLC1.7M$247.4M+1064.1%1.291%0.76%
19JANE STREET GROUP, LLC1.6M$231.8M+176.7%1.209%0.02%
20MILLENNIUM MANAGEMENT LLC1.6M$225.5M+431.3%1.176%0.08%
21Walleye Trading LLC1.4M$200.8M+125.5%1.047%0.23%
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.1M$159.6M+629.3%0.833%0.07%
23STATE OF MICHIGAN RETIREMENT SYSTEM1.1M$152.2M+148.0%0.794%0.67%
24DIMENSIONAL FUND ADVISORS LP1.0M$145.8M-39.8%0.760%0.03%
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.0M$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.

Capital International Investors
$216.1M
  • Paloma Partners Management Co$65.5M
  • NATIXIS$20.4M
  • Meridiem Capital Partners LP$14.1M
  • TAM Capital Management Inc.$13.3M
  • Pentwater Capital Management LP$10.8M
  • PBU - The Pension Fund of Early Childhood & Youth Educators$6.8M
  • Edgestream Partners, L.P.$5.7M
  • GF FUND MANAGEMENT CO. LTD.$5.7M
  • FIRST AMERICAN TRUST, FSB$5.3M
  • +1.7%
    63.05%
    +0.37 pp
    $35.56B
    +7.0%
    Q4 2024826+3.5%62.68%+0.96 pp$33.24B+6.1%
    Q3 2024798—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.

    How is institutional ownership of CHTR changing?

    CHTR institutional ownership rose by 10.85 percentage points quarter-over-quarter, with a net change of +7 holders.

    How concentrated is CHTR ownership among the top holders?

    The top 10 institutions account for 50.1% of all reported 13F value in CHTR, and the top 25 account for 73.7%.

    Where does this CHTR institutional ownership data come from?

    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.

    CHTRCharter Communications, Inc.
    $118.07$15.9B
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