HolderBook

CHARTER COMMUNICATIONS INC (CHTR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

24
Reporting holders
$33.1M
Reported value
0.0%
Calls
0.0%
Puts
-773
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$28.8M259,4630.39%24q+24.4%+$5.6M
Wedmont Private Capital$1.0M9,1490.02%2q-44.6%-$808.3K
Central Pacific Bank - Trust Division$680.4K6,1350.07%11q+14.0%+$83.4K
Balefire, LLC$598.3K5,3950.09%newNEW
YHB Investment Advisors, Inc.$573.7K5,1730.04%32q+71.9%+$239.9K
Farther Finance Advisors, LLC$328.0K2,9580.00%16q+37.0%+$88.6K
HALL LAURIE J TRUSTEE$293.9K2,6500.09%30qHELD
GAMMA Investing LLC$267.7K2,4140.01%12q-6.2%-$17.7K
Shira Ridge Wealth Management$221.6K1,9980.08%16q+0.9%+$1.9K
CoreCap Advisors, LLC$146.6K1,3220.00%12q+909.2%+$132.1K
Versant Capital Management, Inc$94.4K8510.01%32q+27.2%+$20.2K
Grove Bank & Trust$40.0K3610.00%16qHELD
ELEVATION WEALTH PARTNERS, LLC$22.8K2060.01%5q+70.2%+$9.4K
MassMutual Private Wealth & Trust, FSB$20.7K1870.00%23q+37.5%+$5.7K
ARMSTRONG ADVISORY GROUP, INC$13.9K1250.00%16qHELD
Mn Services Vermogensbeheer B.V.$2.7K24,2250.02%11qHELD
GILPIN WEALTH MANAGEMENT, LLC$2.3K210.00%newNEW
Bullock Wealth Management Group$2.2K200.00%newNEW
Trust Co$2.2K200.00%2qHELD
Planning Strategies Inc.$1.7K150.00%2q-37.5%
Rosenberg Matthew Hamilton$88780.00%27q-50.0%
GoalVest Advisory LLC$33330.00%newNEW
Olistico Wealth, LLC$33330.00%4qHELD
Davis Capital Management$22220.00%5q+100.0%
Marquette Asset Management, LLC$11110.00%newNEW
CX Institutional$272400.00%32q-34.6%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-3013D/ACox Enterprises, Inc.with 1 co-filers28.7%
2026-08-2513DCox Enterprises, Inc.with 1 co-filers27.9%
2026-08-2113D/ALiberty Broadband Corporation0.0%
2026-08-2013D/AAdvance/Newhouse Partnershipwith 4 co-filers14.3%
2026-08-1313G/ADodge & Cox12.6%
2026-07-3113GVanguard Capital Management5.0%
2026-07-2713GBlackRock, Inc.5.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-312026-08-28Directors or officers departed or appointedfiling
2026-08-262026-08-24Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-26Rutledge ThomasOtherSold69,633$10.1M
2026-05-27Rutledge ThomasOtherSold18,200$2.7M ×2
2026-05-15Ramos MauricioDirectorBought9,929$1.4M
2026-04-28Winfrey Christopher LPresident and CEOBought6,936$1.2M ×2
2026-04-28Davis WadeDirectorBought5,728$995.1K
2026-04-28Nair BalanDirectorBought1,000$175.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202624$33.1M298,48051040.0%
Q2 2026797$18.3B110,568,78413528623613.8%
Q1 2026798$23.5B99,290,7271082792428.8%
Q4 2025805$23.6B102,497,174912423079.4%
Q3 2025824$30.1B101,596,3251072353197.3%
Q2 2025904$44.0B103,670,5721113242573.8%
Q1 2025897$39.7B104,041,1891133062623.5%
Q4 2024877$36.8B102,324,442832692934.6%
Q3 2024848$35.6B104,528,7861172552644.7%
Q2 2024803$34.0B106,754,905762413016.0%
Q1 2024838$33.2B106,728,886922403176.5%
Q4 2023923$41.8B101,514,350782473255.7%
Q3 2023907$46.0B98,388,2351072632885.9%
Q2 2023861$39.5B99,301,774672213407.6%
Q1 2023874$40.0B103,282,508822533077.6%
Q4 2022899$39.0B103,450,55112725930710.1%
Q3 2022840$34.0B103,281,666722363487.8%
Q2 2022944$53.4B107,077,679862833726.1%
Q1 2022997$64.4B112,570,622983063554.7%
Q4 20211,055$89.2B120,893,4929131535811.6%
Q3 20211,021$96.0B124,961,735812803725.3%
Q2 20211,006$97.7B129,646,853972863734.3%
Q1 20211,008$86.5B132,809,380843233605.3%
Q4 20201,048$101.8B136,437,105843083579.7%
Q3 2020989$92.4B141,172,3351222723554.6%
Q2 2020932$76.8B145,706,5131072933363.2%
Q1 2020913$67.3B149,122,8001372963093.3%
Q4 2019860$76.3B153,248,4641052322722.6%
Q3 2019772$66.3B158,099,715652262741.8%
Q2 2019777$66.7B163,810,278622322723.1%
Q1 2019794$57.3B162,664,944802332821.5%
Q4 2018771$49.9B172,652,3811513111.5%