Charter Communications Inc (CHTR) Ownership

346.29 ↑8.45 (2.50%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Dodge & Cox is the biggest individual institutional holder of Charter Communications Inc (CHTR), owning a total of 11.6 million shares. Combined, the top 36 institutional holders of CHTR own 69.07% of the company with a total of 98.8 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders decreased their combined ownership of CHTR by 3 million shares. 8 institutions bought 1,240,107 total additional shares and increased their ownership by an average of 12.28%. However 12 institutions sold 4,214,051 total shares and decreased their ownership by an average of 10.78%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Charter Communications decreased by a net total of -2,973,944 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	8.185%	-0.375%	11,637,303	-43,804	2024-09-30
Capital Research & Mgmt Co - Division 3	6.944%	0.251%	9,873,812	24,701	2024-09-30
Vanguard Group Inc	5.682%	0.001%	8,079,046	73	2024-09-30
BlackRock Inc	4.734%	1.374%	6,731,604	91,234	2024-09-30
State Street Corp	4.218%	-6.350%	5,997,842	-406,691	2024-09-30
Harris Associates L.P.	3.589%	-19.132%	5,103,593	-1,207,394	2024-09-30
Franklin Resources Inc	2.236%	4.882%	3,179,454	148,003	2024-09-30
Pzena Investment Management, LLC	2.119%	-0.343%	3,013,220	-10,369	2024-09-30
Berkshire Hathaway Inc	1.985%	-26.301%	2,821,879	-1,007,062	2024-09-30
Geode Capital Management, LLC	1.711%	0.555%	2,432,231	13,430	2024-09-30
Veritas Asset Management LLP	1.411%	-9.256%	2,006,085	-204,629	2024-09-30
Citadel Advisors Llc	1.309%	60.834%	1,860,453	703,699	2024-09-30
Amvescap Plc.	1.260%	-1.003%	1,790,941	-18,137	2024-09-30
JPMorgan Chase & Co	1.258%	-1.552%	1,788,062	-28,180	2024-09-30
Eagle Capital Management LLC	1.154%	-0.946%	1,640,283	-15,659	2024-09-30
Capital World Investors	0.802%	-4.394%	1,140,880	-52,437	2024-09-30
Barclays PLC	0.768%	2.647%	1,091,505	28,150	2024-09-30
Morgan Stanley - Brokerage Accounts	0.762%	-51.293%	1,083,134	-1,140,628	2024-09-30
FMR Inc	0.749%	27.672%	1,064,948	230,817	2024-09-30
Northern Trust Corp	0.604%	-8.436%	858,183	-79,061	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	8.185%	-0.375%	11,637,303	-43,804	2024-09-30
Capital Research & Mgmt Co - Division 3	6.944%	0.251%	9,873,812	24,701	2024-09-30
Vanguard Group Inc	5.682%	0.001%	8,079,046	73	2024-09-30
BlackRock Inc	4.734%	1.374%	6,731,604	91,234	2024-09-30
State Street Corporation	4.329%	7.405%	6,235,401	429,895	2024-03-31
State Street Corp	4.218%	-6.350%	5,997,842	-406,691	2024-09-30
Harris Associates L.P.	3.589%	-19.132%	5,103,593	-1,207,394	2024-09-30
Franklin Resources Inc	2.236%	4.882%	3,179,454	148,003	2024-09-30
Pzena Investment Management, LLC	2.119%	-0.343%	3,013,220	-10,369	2024-09-30
Berkshire Hathaway Inc	1.985%	-26.301%	2,821,879	-1,007,062	2024-09-30
Parnassus Investments LLC	1.858%	1.659%	2,642,152	43,126	2024-06-30
Massachusetts Financial Services Company	1.748%	-17.417%	2,518,167	-531,080	2023-12-31
Geode Capital Management, LLC	1.711%	0.555%	2,432,231	13,430	2024-09-30
Veritas Asset Management LLP	1.411%	-9.256%	2,006,085	-204,629	2024-09-30
Citadel Advisors Llc	1.309%	60.834%	1,860,453	703,699	2024-09-30
Amvescap Plc.	1.260%	-1.003%	1,790,941	-18,137	2024-09-30
JPMorgan Chase & Co	1.258%	-1.552%	1,788,062	-28,180	2024-09-30
Eagle Capital Management LLC	1.154%	-0.946%	1,640,283	-15,659	2024-09-30
Parnassus Investments, LLC	1.122%	40.116%	1,620,542	463,968	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	0.856%	24.470%	1,233,243	242,448	2023-12-31
Putnam Investments LLC	0.854%	24.470%	1,233,243	242,448	2023-12-31
Bank of America Corp	0.811%	-11.082%	1,199,057	-149,439	2023-06-30
UBS Group AG	0.839%	1.629%	1,192,301	19,109	2024-06-30
Capital World Investors	0.802%	-4.394%	1,140,880	-52,437	2024-09-30
Farallon Capital Management, L.L.C.	0.751%	0.000%	1,111,341	1,111,341	2023-09-30
Barclays PLC	0.768%	2.647%	1,091,505	28,150	2024-09-30
Morgan Stanley - Brokerage Accounts	0.762%	-51.293%	1,083,134	-1,140,628	2024-09-30
FMR Inc	0.749%	27.672%	1,064,948	230,817	2024-09-30
Voyager Global Management LP	0.701%	112.632%	1,010,000	535,000	2024-03-31
Meritage Group LP	0.660%	0.536%	987,984	5,262	2023-03-31
Goldman Sachs Group Inc	0.656%	12.597%	987,004	110,423	2022-12-31
Longview Partners (Guernsey) Ltd.	0.614%	-6.114%	936,600	-60,993	2022-09-30
Citigroup Inc	0.606%	740.335%	924,881	814,820	2022-09-30
Wellington Management Company LLP	0.588%	-20.233%	915,300	-232,166	2022-09-30
Bank of New York Mellon Corp	0.597%	-7.477%	893,821	-72,227	2023-06-30
Northern Trust Corp	0.604%	-8.436%	858,183	-79,061	2024-09-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Charter Communications Inc (CHTR), owning a total of 7.5 million shares. Combined, the top 40 mutual fund holders of CHTR own 49.70% of the company with a total of 71.3 million shares.

In the latest ownership report on December 31st 2024, the top 40 fund holders increased their combined ownership of CHTR by 37 thousand shares. 3 funds bought 41,334 total additional shares and increased their ownership by an average of 0.64%. However 1 funds sold 4,235 total shares and decreased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Charter Communications increased by a net total of 37,099 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco QQQ Trust	2.029%	1.101%	2,884,368	31,416	2024-12-31
The Comm Svcs Sel Sect SPDR® ETF	1.765%	-0.169%	2,508,990	-4,235	2024-12-31
SPDR® S&P 500® ETF Trust	0.852%	0.759%	1,210,922	9,120	2024-12-31
iShares Core S&P 500 ETF	0.799%	0.070%	1,135,370	798	2024-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	5.249%	0.000%	7,462,776	0	2024-09-30
Performer (AFRIS)	3.222%	0.000%	4,598,717	4,598,717	2024-02-29
American Funds American Balanced A	2.476%	-7.389%	3,521,072	-280,938	2024-09-30
Capital Group Growth Fnd of Amer Comp	2.369%	7.361%	3,368,573	230,967	2024-09-30
American Funds Growth Fund of Amer A	2.369%	7.361%	3,368,573	230,967	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.052%	-0.457%	2,917,495	-13,380	2024-11-30
Invesco QQQ Trust	2.029%	1.101%	2,884,368	31,416	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.914%	-7.837%	2,830,483	-240,674	2023-03-31
The CommunicationServicesSelSectSPDR®ETF	1.905%	-0.114%	2,743,809	-3,120	2024-06-28
Vanguard Institutional 500 Index Trust	1.836%	1.482%	2,610,328	38,120	2024-11-30
Communication Services Sel Sect SPDR®ETF	1.774%	0.136%	2,555,023	3,462	2024-05-30
The Comm Svcs Sel Sect SPDR® ETF	1.765%	-0.169%	2,508,990	-4,235	2024-12-31
Vanguard 500 Index Investor	1.672%	0.596%	2,502,556	14,827	2023-08-31
Parnassus Core Equity Investor	1.181%	-5.786%	1,685,422	-103,511	2024-08-31
MFS Large Cap Value (SMA)	1.131%	0.000%	1,632,683	1,632,683	2023-06-30
Oakmark Investor	1.128%	0.000%	1,603,215	0	2024-09-30
SPDR® S&P 500® ETF Trust	0.852%	0.759%	1,210,922	9,120	2024-12-31
Fidelity 500 Index	0.844%	0.684%	1,199,404	8,149	2024-11-30
Fidelity® 500 Index	0.802%	0.640%	1,185,979	7,547	2023-11-30
SPDR® S&P 500 ETF Trust	0.820%	0.705%	1,180,752	8,260	2024-05-30
iShares Core S&P 500 ETF	0.799%	0.070%	1,135,370	798	2024-12-31
MFS Large Cap Value Equity	0.785%	-16.068%	1,133,003	-216,896	2023-12-31
American Funds Fundamental Invs A	0.759%	3.701%	1,079,007	38,507	2024-09-30
Capital Group Fundamental Invtrs Comp	0.759%	3.701%	1,079,007	38,507	2024-09-30
MFS Value A	0.704%	-10.234%	1,017,048	-115,955	2024-01-31
Capital Group AMCAP Composite	0.676%	-0.059%	961,351	-564	2024-09-30
VA CollegeAmerica Amcap 529A	0.676%	-0.059%	961,351	-564	2024-09-30
Capital Group Growth Composite	0.617%	-13.999%	877,339	-142,814	2024-09-30
American Funds IS® Growth 1	0.617%	-13.999%	877,339	-142,814	2024-09-30
Oakmark Select Investor	0.607%	50.698%	873,900	294,000	2024-03-31
Vanguard Growth Index Investor	0.579%	0.550%	856,985	4,686	2023-11-30
Dodge & Cox Global Stock I	0.602%	0.000%	855,997	0	2024-09-30
American Funds IS® Asset Allocation 1	0.549%	0.000%	821,000	0	2023-06-30
Putnam Large Cap Value A	0.567%	0.269%	806,488	2,161	2024-11-30
Vanguard Value Index Inv	0.554%	0.247%	787,890	1,944	2024-10-31
Putnam US Large Cap Value Equity	0.553%	6.312%	786,726	46,711	2024-09-30
Fidelity® OTC	0.489%	-8.713%	723,939	-69,100	2023-11-30
Fidelity OTC	0.494%	-0.953%	717,039	-6,900	2023-12-31
Vanguard Windsor Investor Shares	0.470%	-0.494%	677,853	-3,362	2023-12-31
Vanguard Institutional Index I	0.459%	-0.399%	662,589	-2,655	2024-02-29