Charter Communications Inc (CHTR) Ownership

323.39 ↑0.00 (0.00%)

As of August 30, 2024, 3:59pm 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 34 institutional holders of CHTR own 64.49% of the company with a total of 93.3 million shares.

In the latest ownership report on March 31st 2024, the top 34 institutional holders increased their combined ownership of CHTR by 13.5 million shares. 13 institutions bought 15,375,726 total additional shares and increased their ownership by an average of 362.94%. However 5 institutions sold 1,918,751 total shares and decreased their ownership by an average of 16.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Charter Communications increased by a net total of 13,456,975 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	8.029%	37.667%	11,563,786	3,163,944	2024-03-31
Capital Research & Mgmt Co - Division 3	7.331%	53.621%	10,558,651	3,685,451	2024-03-31
Vanguard Group Inc	5.694%	-0.621%	8,200,454	-51,262	2024-03-31
BlackRock Inc	4.421%	-5.204%	6,367,311	-349,525	2024-03-31
Harris Associates L.P.	4.340%	20.841%	6,251,046	1,078,078	2024-03-31
State Street Corporation	4.329%	7.405%	6,235,401	429,895	2024-03-31
Berkshire Hathaway Inc	2.658%	0.000%	3,828,941	0	2024-03-31
Pzena Investment Management, LLC	1.978%	96.523%	2,848,459	1,399,034	2024-03-31
Franklin Resources Inc	1.938%	97.889%	2,791,929	1,381,074	2024-03-31
Parnassus Investments LLC	1.805%	60.380%	2,599,026	978,484	2024-03-31
Veritas Asset Management LLP	1.562%	28.358%	2,249,131	496,896	2024-03-31
Geode Capital Management, LLC	1.448%	3.149%	2,084,834	63,638	2024-03-31
Eagle Capital Management LLC	1.117%	119.635%	1,609,432	876,656	2024-03-31
JPMorgan Chase & Co	1.091%	-32.576%	1,571,033	-759,036	2024-03-31
Amvescap Plc.	1.062%	-20.707%	1,529,668	-399,476	2024-03-31
Morgan Stanley - Brokerage Accounts	0.874%	12.766%	1,259,072	142,536	2024-03-31
UBS Group AG	0.815%	4,067.350%	1,173,192	1,145,040	2024-03-31
Capital World Investors	0.800%	-23.777%	1,152,294	-359,452	2024-03-31
Voyager Global Management LP	0.701%	112.632%	1,010,000	535,000	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	8.029%	37.667%	11,563,786	3,163,944	2024-03-31
Capital Research & Mgmt Co - Division 3	7.331%	53.621%	10,558,651	3,685,451	2024-03-31
Vanguard Group Inc	5.694%	-0.621%	8,200,454	-51,262	2024-03-31
BlackRock Inc	4.421%	-5.204%	6,367,311	-349,525	2024-03-31
Harris Associates L.P.	4.340%	20.841%	6,251,046	1,078,078	2024-03-31
State Street Corporation	4.329%	7.405%	6,235,401	429,895	2024-03-31
Berkshire Hathaway Inc	2.658%	0.000%	3,828,941	0	2024-03-31
Pzena Investment Management, LLC	1.978%	96.523%	2,848,459	1,399,034	2024-03-31
Franklin Resources Inc	1.938%	97.889%	2,791,929	1,381,074	2024-03-31
Parnassus Investments LLC	1.805%	60.380%	2,599,026	978,484	2024-03-31
Massachusetts Financial Services Company	1.748%	-17.417%	2,518,167	-531,080	2023-12-31
Veritas Asset Management LLP	1.562%	28.358%	2,249,131	496,896	2024-03-31
Geode Capital Management, LLC	1.448%	3.149%	2,084,834	63,638	2024-03-31
Parnassus Investments, LLC	1.122%	40.116%	1,620,542	463,968	2023-12-31
Eagle Capital Management LLC	1.117%	119.635%	1,609,432	876,656	2024-03-31
FMR Inc	1.099%	-8.583%	1,583,067	-148,628	2023-12-31
JPMorgan Chase & Co	1.091%	-32.576%	1,571,033	-759,036	2024-03-31
Amvescap Plc.	1.062%	-20.707%	1,529,668	-399,476	2024-03-31
Citadel Advisors Llc	0.842%	55.848%	1,267,696	454,279	2022-12-31
Morgan Stanley - Brokerage Accounts	0.874%	12.766%	1,259,072	142,536	2024-03-31
Putnam Investments LLC	0.854%	24.470%	1,233,243	242,448	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	0.856%	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	0.815%	4,067.350%	1,173,192	1,145,040	2024-03-31
Capital World Investors	0.800%	-23.777%	1,152,294	-359,452	2024-03-31
Farallon Capital Management, L.L.C.	0.751%	0.000%	1,111,341	1,111,341	2023-09-30
Voyager Global Management LP	0.701%	112.632%	1,010,000	535,000	2024-03-31
Northern Trust Corp	0.697%	-4.243%	1,004,053	-44,491	2023-12-31
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

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 49.45% of the company with a total of 71.1 million shares.

In the latest ownership report on August 29th 2024, the top 40 fund holders increased their combined ownership of CHTR by 11 thousand shares. 2 funds bought 14,391 total additional shares and increased their ownership by an average of 0.32%. However 1 funds sold 3,750 total shares and decreased their ownership by an average of 0.14%.

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 10,641 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	1.971%	0.421%	2,813,422	11,781	2024-08-29
The Comm Svcs Sel Sect SPDR® ETF	1.834%	-0.143%	2,617,222	-3,750	2024-08-29
SPDR® S&P 500® ETF Trust	0.826%	0.222%	1,179,658	2,610	2024-08-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	5.228%	0.000%	7,462,776	0	2024-06-30
Performer (AFRIS)	3.222%	0.000%	4,598,717	4,598,717	2024-02-29
American Funds American Balanced A	2.664%	-17.964%	3,802,010	-832,575	2024-06-30
American Funds Growth Fund of Amer A	2.198%	0.000%	3,137,606	0	2024-06-30
Capital Group Growth Fnd of Amer Comp	2.198%	0.000%	3,137,606	0	2024-06-30
Vanguard Total Stock Mkt Idx Inv	2.078%	-0.214%	2,966,265	-6,354	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.914%	-7.837%	2,830,483	-240,674	2023-03-31
Invesco QQQ Trust	1.971%	0.421%	2,813,422	11,781	2024-08-29
The CommunicationServicesSelSectSPDR®ETF	1.905%	-0.114%	2,743,809	-3,120	2024-06-28
The Comm Svcs Sel Sect SPDR® ETF	1.834%	-0.143%	2,617,222	-3,750	2024-08-29
Communication Services Sel Sect SPDR®ETF	1.774%	0.136%	2,555,023	3,462	2024-05-30
Vanguard Institutional 500 Index Trust	1.781%	1.000%	2,542,270	25,170	2024-07-31
Vanguard 500 Index Investor	1.672%	0.596%	2,502,556	14,827	2023-08-31
Parnassus Core Equity Investor	1.253%	-3.790%	1,788,933	-70,468	2024-07-31
MFS Large Cap Value (SMA)	1.131%	0.000%	1,632,683	1,632,683	2023-06-30
Oakmark Investor	1.123%	13.847%	1,603,215	195,000	2024-06-30
Fidelity 500 Index	0.839%	-0.413%	1,197,195	-4,964	2024-06-30
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
SPDR® S&P 500® ETF Trust	0.826%	0.222%	1,179,658	2,610	2024-08-29
MFS Large Cap Value Equity	0.785%	-16.068%	1,133,003	-216,896	2023-12-31
iShares Core S&P 500 ETF	0.752%	-0.103%	1,073,792	-1,102	2024-08-28
American Funds Fundamental Invs A	0.729%	2.629%	1,040,500	26,656	2024-06-30
Capital Group Fundamental Invtrs Comp	0.729%	2.629%	1,040,500	26,656	2024-06-30
American Funds IS® Growth 1	0.715%	1.027%	1,020,153	10,374	2024-06-30
Capital Group Growth Composite	0.715%	1.027%	1,020,153	10,374	2024-06-30
MFS Value A	0.704%	-10.234%	1,017,048	-115,955	2024-01-31
VA CollegeAmerica Amcap 529A	0.674%	65.647%	961,915	381,212	2024-06-30
Capital Group AMCAP Composite	0.674%	65.647%	961,915	381,212	2024-06-30
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	0.600%	7.255%	855,997	57,900	2024-06-30
American Funds IS® Asset Allocation 1	0.549%	0.000%	821,000	0	2023-06-30
Vanguard Value Index Inv	0.545%	95.458%	785,260	383,507	2024-03-31
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
Putnam Large Cap Value A	0.486%	4.720%	701,564	31,618	2024-03-31
Vanguard Windsor Investor Shares	0.470%	-0.494%	677,853	-3,362	2023-12-31
Putnam US Large Cap Value Equity	0.464%	26.442%	669,946	140,103	2023-12-31
Vanguard Institutional Index I	0.459%	-0.399%	662,589	-2,655	2024-02-29