CHARTER COMMUNICATIONS, INC. /MO/ (CHTR) — Institutional Holders, Q2 2026 (page 6)
792 institutional investment managers reported a CHTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CHTR 13F holders ranked 501–600 of 792
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Shira Ridge Wealth Management#501 · 1,981 sh | 1,981 | $281.7K | — | -16.2% |
| 502 | Chemistry Wealth Management#502 · 1,975 sh | 1,975 | $280.9K | — | -1.5% |
| 503 | ASPIRIANT#503 · 1,944 sh | 1,944 | $276.5K | — | +75.1% |
| 504 | Sendero Wealth Management#504 · 1,940 sh | 1,940 | $275.9K | — | +18.7% |
| 505 | Ascent Group#505 · 1,891 sh | 1,891 | $268.9K | <0.01% | New |
| 506 | TEMA ETFS#506 · 1,889 sh | 1,889 | $268.6K | — | +8.3% |
| 507 | Mount Lucas Management#507 · 1,857 sh | 1,857 | $264.1K | 0.09% | +2.4% |
| 508 | Advisory Services Network#508 · 1,823 sh | 1,823 | $259.2K | <0.01% | +74.1% |
| 509 | Oslo Pensjonsforsikring AS#509 · 1,820 sh | 1,820 | $258.8K | — | +42.1% |
| 510 | PRAXIS INVESTMENT MANAGEMENT#510 · 1,803 sh | 1,803 | $256.0K | 0.01% | +25.2% |
| 511 | TRUIST FINANCIAL#511 · 1,795 sh | 1,795 | $255.3K | <0.01% | -67.6% |
| 512 | GSA CAPITAL PARTNERS LLP#512 · 1,789 sh | 1,789 | $254.0K | 0.02% | New |
| 513 | MISSION WEALTH MANAGEMENT#513 · 1,782 sh | 1,782 | $253.4K | — | New |
| 514 | FULTON BREAKEFIELD BROENNIMAN#514 · 1,767 sh | 1,767 | $251.3K | 0.01% | 0.0% |
| 515 | OneDigital Investment Advisors#515 · 1,750 sh | 1,750 | $248.8K | <0.01% | New |
| 516 | Banque Cantonale Vaudoise#516 · 1,743 sh | 1,743 | $248.0K | <0.01% | -31.2% |
| 517 | PINNACLE ASSOCIATES LTD#517 · 1,726 sh | 1,726 | $245.5K | — | New |
| 518 | BESSEMER GROUP#518 · 1,718 sh | 1,718 | $244.0K | <0.01% | -27.9% |
| 519 | Permanens Capital L.P.#519 · 1,706 sh | 1,706 | $242.6K | 0.03% | New |
| 520 | One68 Global Capital#520 · 10,000 sh | 10,000 | $242.2K | 0.53% | New |
| 521 | Pinnacle Wealth Management Advisory Group#521 · 1,684 sh | 1,684 | $239.5K | — | New |
| 522 | Parcion Private Wealth#522 · 1,678 sh | 1,678 | $238.6K | 0.01% | New |
| 523 | Cambria Investment Management, L.P.#523 · 1,636 sh | 1,636 | $232.7K | 0.01% | -0.2% |
| 524 | Canada Post Registered Pension Plan#524 · 1,636 sh | 1,636 | $232.7K | <0.01% | 0.0% |
| 525 | Gibbs Wealth Management#525 · 1,630 sh | 1,630 | $231.8K | — | New |
| 526 | Parallel Advisors#526 · 1,626 sh | 1,626 | $231.3K | <0.01% | +68.5% |
| 527 | Applied Finance Capital Management#527 · 1,615 sh | 1,615 | $229.7K | 0.02% | -2.1% |
| 528 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#528 · 1,603 sh | 1,603 | $228.0K | <0.01% | +50.5% |
| 529 | Credit Capital Investments#529 · 1,600 sh | 1,600 | $227.5K | — | 0.0% |
| 530 | TD Waterhouse Canada#530 · 1,617 sh | 1,617 | $226.1K | — | +645.2% |
| 531 | Sovran Advisors#531 · 1,586 sh | 1,586 | $222.0K | 0.02% | -1.9% |
| 532 | Ruane, Cunniff & Goldfarb L.P.#532 · 1,556 sh | 1,556 | $221.3K | <0.01% | -99.0% |
| 533 | Claret Asset Management#533 · 1,544 sh | 1,544 | $220.0K | 0.02% | New |
| 534 | Rockefeller Capital Management L.P.#534 · 1,539 sh | 1,539 | $218.9K | <0.01% | -7.0% |
| 535 | Americana Partners#535 · 1,483 sh | 1,483 | $210.9K | <0.01% | New |
| 536 | MML INVESTORS SERVICES#536 · 1,453 sh | 1,453 | $206.6K | <0.01% | -37.3% |
| 537 | FORTRESS PRIVATE LEDGER#537 · 1,451 sh | 1,451 | $206.3K | 0.06% | New |
| 538 | FLORIDA FINANCIAL ADVISORS#538 · 1,449 sh | 1,449 | $206.1K | 0.03% | +38.3% |
| 539 | Legacy Financial Advisors#539 · 1,424 sh | 1,424 | $202.5K | 0.02% | -37.8% |
| 540 | ORG Wealth Partners#540 · 1,371 sh | 1,371 | $194.9K | 0.03% | +28.1% |
| 541 | Plato Investment Management Ltd#541 · 1,368 sh | 1,368 | $193.4K | 0.01% | -69.8% |
| 542 | ACTION POINT FINANCIAL PLANNING#542 · 633 sh | 633 | $186.7K | 0.02% | New |
| 543 | Bayforest Capital Ltd#543 · 1,239 sh | 1,239 | $176.2K | 0.16% | +395.6% |
| 544 | Siemens Fonds Invest GmbH#544 · 1,215 sh | 1,215 | $172.8K | <0.01% | 0.0% |
| 545 | WHITTIER#545 · 1,164 sh | 1,164 | $157.7K | <0.01% | -12.3% |
| 546 | True Wealth Design#546 · 1,072 sh | 1,072 | $152.4K | — | +1748.3% |
| 547 | Institute for Wealth Management#547 · 1,061 sh | 1,061 | $150.8K | 0.01% | -2.0% |
| 548 | ATLAS CAPITAL ADVISORS#548 · 1,048 sh | 1,048 | $149.0K | 0.02% | +45.6% |
| 549 | Wilmington Savings Fund Society, FSB#549 · 969 sh | 969 | $137.8K | — | New |
| 550 | SIGNATUREFD#550 · 961 sh | 961 | $136.6K | — | -17.2% |
| 551 | Essential Partners#551 · 867 sh | 867 | $123.3K | — | +582.7% |
| 552 | Employees Retirement System of Texas#552 · 843 sh | 843 | $120.0K | <0.01% | New |
| 553 | EDMOND DE ROTHSCHILD HOLDING S.A.#553 · 819 sh | 819 | $116.5K | <0.01% | +4450.0% |
| 554 | Clearstead Advisors#554 · 791 sh | 791 | $112.5K | <0.01% | +108.7% |
| 555 | EFG International AG#555 · 784 sh | 784 | $111.8K | <0.01% | 0.0% |
| 556 | Ameritas Investment Partners#556 · 741 sh | 741 | $105.4K | <0.01% | -86.2% |
| 557 | WESTPAC BANKING#557 · 696 sh | 696 | $99.0K | <0.01% | +66.9% |
| 558 | Tower Research Capital (TRC)#558 · 678 sh | 678 | $96.4K | <0.01% | -93.6% |
| 559 | Quarry#559 · 673 sh | 673 | $95.7K | <0.01% | New |
| 560 | Versant Capital Management#560 · 669 sh | 669 | $95.1K | — | +255.9% |
| 561 | WEITZ INVESTMENT MANAGEMENT#561 · 650 sh | 650 | $92.4K | <0.01% | 0.0% |
| 562 | Livforsakringsbolaget Skandia, Omsesidigt#562 · 638 sh | 638 | $90.6K | — | 0.0% |
| 563 | HUNTINGTON NATIONAL BANK#563 · 521 sh | 521 | $74.1K | <0.01% | +17.3% |
| 564 | North Star Investment Management#564 · 505 sh | 505 | $71.8K | <0.01% | -0.6% |
| 565 | Blume Capital Management#565 · 500 sh | 500 | $71.1K | — | New |
| 566 | McMillan Office#566 · 465 sh | 465 | $66.1K | <0.01% | 0.0% |
| 567 | Penserra Capital Management#567 · 466 sh | 466 | $65.0K | <0.01% | -9.5% |
| 568 | Westside Investment Management#568 · 416 sh | 416 | $59.2K | <0.01% | -19.1% |
| 569 | Covestor Ltd#569 · 399 sh | 399 | $57.0K | 0.03% | +9.0% |
| 570 | UMB Bank, n.a.#570 · 371 sh | 371 | $52.8K | <0.01% | -41.8% |
| 571 | CX Institutional#571 · 367 sh | 367 | $52.0K | — | -76.7% |
| 572 | Grove Bank#572 · 361 sh | 361 | $51.3K | — | -13.4% |
| 573 | Basecamp Wealth Advisors#573 · 353 sh | 353 | $50.2K | <0.01% | -3.3% |
| 574 | Global Retirement Partners#574 · 351 sh | 351 | $49.9K | <0.01% | — |
| 575 | LOS ANGELES CAPITAL MANAGEMENT#575 · 346 sh | 346 | $49.2K | <0.01% | 0.0% |
| 576 | Smartleaf Asset Management#576 · 319 sh | 319 | $46.7K | <0.01% | 0.0% |
| 577 | Quent Capital#577 · 316 sh | 316 | $44.9K | <0.01% | -27.5% |
| 578 | AlphaCentric Advisors#578 · 284 sh | 284 | $40.4K | 0.03% | +4.8% |
| 579 | SJS Investment Consulting#579 · 261 sh | 261 | $37.1K | — | +257.5% |
| 580 | Parkside Financial Bank#580 · 260 sh | 260 | $37.0K | <0.01% | +12.6% |
| 581 | GHP Investment Advisors#581 · 252 sh | 252 | $35.8K | — | 0.0% |
| 582 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#582 · 249 sh | 249 | $35.4K | <0.01% | +6.9% |
| 583 | Rakuten Securities#583 · 245 sh | 245 | $34.8K | <0.01% | +512.5% |
| 584 | BLUE BELL PRIVATE WEALTH MANAGEMENT#584 · 244 sh | 244 | $34.7K | <0.01% | 0.0% |
| 585 | Altshuler Shaham Ltd#585 · 242 sh | 242 | $34.4K | <0.01% | +45.8% |
| 586 | GW&K Investment Management#586 · 229 sh | 229 | $33.0K | <0.01% | +63.6% |
| 587 | Raiffeisen Bank International AG#587 · 223 sh | 223 | $32.6K | <0.01% | +259.7% |
| 588 | Pinnacle Wealth Planning Services#588 · 227 sh | 227 | $32.3K | <0.01% | -12.0% |
| 589 | ONEFUND#589 · 227 sh | 227 | $32.3K | 0.02% | -6.6% |
| 590 | MCF Advisors#590 · 223 sh | 223 | $31.7K | <0.01% | +106.5% |
| 591 | JPL Wealth Management#591 · 216 sh | 216 | $30.7K | <0.01% | New |
| 592 | Silver Grove Financial Group#592 · 212 sh | 212 | $30.1K | 0.02% | New |
| 593 | Asset Dedication#593 · 211 sh | 211 | $30.0K | <0.01% | -6.6% |
| 594 | Spire Wealth Management#594 · 208 sh | 208 | $29.6K | <0.01% | +29.2% |
| 595 | Pflug Koory#595 · 204 sh | 204 | $29.0K | — | 0.0% |
| 596 | OF VERMONT#596 · 200 sh | 200 | $28.4K | — | — |
| 597 | WealthCollab#597 · 189 sh | 189 | $26.9K | <0.01% | +1250.0% |
| 598 | TD PRIVATE CLIENT WEALTH#598 · 189 sh | 189 | $26.9K | <0.01% | +320.0% |
| 599 | Hanson & Doremus Investment Management#599 · 184 sh | 184 | $26.0K | — | 0.0% |
| 600 | Salomon & Ludwin#600 · 185 sh | 185 | $25.9K | <0.01% | +71.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.