Who holds CHTRticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CHARTER COMMUNICATIONS INC · CL A · quarter ended 2026-03-31 · 15 members disclosed CHTR ↗

524

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$18.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

487

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CHTR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$3.2B	14,627,209	+17,989	add
2	STATE STREET CORP	$1.8B	8,194,729	+8,194,729	new
3	BlackRock, Inc.	$1.5B	6,989,823	+6,989,823	new
4	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	5,470,636	—	no prior
5	Capital Research Global Investors	$1.1B	5,293,545	+5,293,545	new
6	HARRIS ASSOCIATES L P	$861M	3,989,043	+3,989,043	new
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$805M	3,727,658	—	no prior
8	First Eagle Investment Management, LLC	$773M	3,580,160	+3,580,160	new
9	Invesco Ltd.	$634M	2,935,823	+2,935,823	new
10	FRANKLIN RESOURCES INC	$571M	2,645,023	+2,645,023	new
11	MORGAN STANLEY	$419M	1,939,463	+1,939,463	new
12	DIMENSIONAL FUND ADVISORS LP	$367M	1,701,162	+1,701,162	new
13	UBS Group AG	$260M	1,204,158	+1,204,158	new
14	Veritas Asset Management LLP	$240M	1,113,053	+1,113,053	new
15	Capital International Investors	$216M	1,001,011	+1,001,011	new
16	Lind Value II ApS	$202M	936,751	+936,751	new
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$196M	908,766	+908,766	new
18	NORTHERN TRUST CORP	$182M	842,705	+842,705	new
19	BANK OF AMERICA CORP /DE/	$158M	731,708	+731,708	new
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$151M	700,283	+700,283	new
21	Cryder Capital Partners LLP	$139M	641,694	+641,694	new
22	Allianz Asset Management GmbH	$123M	571,045	+571,045	new
23	Rothschild & Co Wealth Management UK Ltd	$122M	563,266	+563,266	new
24	AQR CAPITAL MANAGEMENT LLC	$111M	515,218	+515,218	new
25	DEUTSCHE BANK AG\	$109M	506,502	+506,502	new
26	Legal & General Group Plc	$109M	505,135	+505,135	new
27	VANGUARD FIDUCIARY TRUST CO	$104M	480,982	—	no prior
28	ROYAL BANK OF CANADA	$95.1M	440,676	+440,676	new
29	STATE OF MICHIGAN RETIREMENT SYSTEM	$93.2M	431,582	+431,582	new
30	Long Focus Capital Management, LLC	$89.6M	415,000	+415,000	new
31	Amundi	$83.6M	387,379	+387,379	new
32	WELLS FARGO & COMPANY/MN	$81.4M	377,260	+377,260	new
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$72.8M	337,143	+337,143	new
34	TWO SIGMA INVESTMENTS, LP	$65.2M	302,190	+302,190	new
35	CITIGROUP INC	$62.5M	289,316	+289,316	new
36	Nuveen, LLC	$58.6M	271,220	+271,220	new
37	SEI INVESTMENTS CO	$54.1M	250,497	+250,497	new
38	Swiss National Bank	$53.3M	246,896	+246,896	new
39	Mitsubishi UFJ Asset Management Co., Ltd.	$44.2M	204,942	+204,942	new
40	Connor, Clark & Lunn Investment Management Ltd.	$43.9M	203,334	+203,334	new
41	FMR LLC	$42.8M	198,220	+198,220	new
42	MILLENNIUM MANAGEMENT LLC	$41.4M	191,931	+191,931	new
43	Vanguard Global Advisers, LLC	$40.6M	188,158	—	no prior
44	Greenstone Partners & Co., LLC	$37.6M	174,158	+174,158	new
45	ProShare Advisors LLC	$37.5M	173,884	+173,884	new
46	CALEDONIA INVESTMENTS PLC	$36.6M	169,700	0	no change
47	Woodline Partners LP	$36.1M	167,300	+167,300	new
48	CITADEL ADVISORS LLC	$35.5M	164,228	+164,228	new
49	National Pension Service	$35.3M	163,565	+163,565	new
50	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$34.8M	161,124	+161,124	new
51	HSBC HOLDINGS PLC	$33.3M	154,015	+154,015	new
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$33.2M	153,926	+153,926	new
53	Ruane, Cunniff & Goldfarb L.P.	$32.9M	152,563	+152,563	new
54	JANE STREET GROUP, LLC	$32.9M	152,520	+152,520	new
55	EAGLE CAPITAL MANAGEMENT LLC	$32.3M	149,460	+149,460	new
56	VANGUARD ASSET MANAGEMENT, Ltd	$31.1M	144,080	—	no prior
57	WORLDQUANT MILLENNIUM ADVISORS LLC	$28.2M	130,488	+130,488	new
58	KIZE CAPITAL LP	$27.4M	126,834	+126,834	new
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$25.1M	116,274	+116,274	new
60	Gotham Asset Management, LLC	$23.9M	110,798	+110,798	new
61	Squarepoint Ops LLC	$23.3M	107,842	+107,842	new
62	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.7M	100,738	+100,738	new
63	FIRST TRUST ADVISORS LP	$21.7M	100,487	+100,487	new
64	ALLIANCEBERNSTEIN L.P.	$21.7M	103,718	+103,718	new
65	D. E. Shaw & Co., Inc.	$21.4M	98,920	+98,920	new
66	PRINCIPAL FINANCIAL GROUP INC	$20.7M	95,821	+95,821	new
67	Susquehanna Portfolio Strategies, LLC	$20.6M	95,499	+95,499	new
68	NATIXIS	$20.4M	94,302	+94,302	new
69	RAYMOND JAMES FINANCIAL INC	$19.8M	91,699	+91,699	new
70	Vontobel Holding Ltd.	$19.7M	91,211	+91,211	new
71	CIBC Bancorp USA Inc.	$18.9M	87,397	—	no prior
72	NEOS Investment Management LLC	$18.4M	85,111	+85,111	new
73	Capital World Investors	$18.1M	83,945	+83,945	new
74	Walleye Trading LLC	$17.3M	80,204	+80,204	new
75	EXCHANGE TRADED CONCEPTS, LLC	$17.0M	78,717	+78,717	new
76	PANAGORA ASSET MANAGEMENT INC	$16.6M	77,053	+77,053	new
77	AVIVA PLC	$16.2M	75,225	−1,599	trim
78	BANK OF MONTREAL /CAN/	$15.9M	73,505	+73,505	new
79	FIL Ltd	$15.7M	72,761	+72,761	new
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$15.7M	72,545	+72,545	new
81	ROYAL LONDON ASSET MANAGEMENT LTD	$14.9M	69,251	+69,251	new
82	JUPITER ASSET MANAGEMENT LTD	$14.4M	66,672	+66,672	new
83	Meridiem Capital Partners LP	$14.1M	65,340	+65,340	new
84	DAVENPORT & Co LLC	$13.2M	60,934	+60,934	new
85	FIRST MANHATTAN CO. LLC.	$13.1M	60,899	+60,899	new
86	Mirae Asset Global Investments Co., Ltd.	$13.1M	60,571	+60,571	new
87	CastleKnight Management LP	$13.0M	60,300	+60,300	new
88	Rafferty Asset Management, LLC	$12.7M	58,620	+58,620	new
89	Korea Investment CORP	$12.5M	57,828	+57,828	new
90	BNP Paribas Asset Management Holding S.A.	$12.5M	57,777	+57,777	new
91	OSSIAM	$12.0M	55,436	+55,436	new
92	Swedbank AB	$11.9M	55,191	+55,191	new
93	PRUDENTIAL FINANCIAL INC	$10.9M	50,653	+50,653	new
94	Robeco Institutional Asset Management B.V.	$10.6M	48,934	+48,934	new
95	Pictet Asset Management Holding SA	$10.5M	48,693	+48,693	new
96	Assenagon Asset Management S.A.	$10.4M	47,971	+47,971	new
97	LPL Financial LLC	$10.3M	47,688	+47,688	new
98	DANSKE BANK A/S	$10.0M	46,467	−2,305	trim
99	STATE OF WISCONSIN INVESTMENT BOARD	$10.0M	46,179	+46,179	new
100	Quantinno Capital Management LP	$9.9M	45,828	+45,828	new
101	Advisors Asset Management, Inc.	$9.8M	45,276	+45,276	new
102	Bridgewater Associates, LP	$9.7M	44,991	+44,991	new
103	Capco Asset Management, LLC	$9.6M	44,619	+44,619	new
104	CIBC Asset Management Inc	$9.5M	44,228	+44,228	new
105	ENVESTNET ASSET MANAGEMENT INC	$9.2M	42,548	+23,081	add
106	Chevy Chase Trust Holdings, LLC	$9.2M	42,458	+42,458	new
107	Vanguard Investments Australia, Ltd.	$9.1M	41,961	—	no prior
108	SEB Asset Management AB	$9.0M	41,536	—	no prior
109	NOMURA ASSET MANAGEMENT CO LTD	$8.5M	39,454	+39,454	new
110	APG Asset Management N.V.	$8.4M	44,680	+44,680	new
111	ALTRINSIC GLOBAL ADVISORS LLC	$8.3M	38,648	+38,648	new
112	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$8.3M	38,621	+38,621	new
113	TD ASSET MANAGEMENT INC	$8.3M	38,604	+38,604	new
114	Asset Management One Co., Ltd.	$8.0M	37,274	+37,274	new
115	CANADA PENSION PLAN INVESTMENT BOARD	$7.8M	36,181	+36,181	new
116	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.7M	35,585	+35,585	new
117	NATIONAL BANK OF CANADA /FI/	$7.4M	34,132	+34,132	new
118	GUGGENHEIM CAPITAL LLC	$7.3M	33,883	+33,883	new
119	KLP KAPITALFORVALTNING AS	$7.2M	33,244	+320	add
120	Aberdeen Group plc	$6.9M	32,135	+32,135	new
121	GATEWAY INVESTMENT ADVISERS LLC	$6.9M	31,893	+31,893	new
122	Cerity Partners LLC	$6.8M	31,717	+31,717	new
123	LMR Partners LLP	$6.6M	30,638	+30,638	new
124	Ensign Peak Advisors, Inc	$6.6M	30,482	+30,482	new
125	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.5M	30,285	+30,285	new
126	Aquatic Capital Management LLC	$6.3M	29,200	+29,200	new
127	Tidal Investments LLC	$6.2M	28,835	+28,835	new
128	SORA INVESTORS LLC	$6.2M	28,571	+28,571	new
129	State of New Jersey Common Pension Fund D	$6.2M	28,515	+28,515	new
130	Resona Asset Management Co.,Ltd.	$5.9M	27,377	+27,377	new
131	Creative Planning	$5.9M	27,232	+27,232	new
132	HBK INVESTMENTS L P	$5.8M	26,965	+26,965	new
133	Edgestream Partners, L.P.	$5.7M	26,595	+26,595	new
134	Daiwa Securities Group Inc.	$5.7M	26,521	+26,521	new
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.4M	24,955	+24,955	new
136	CALIFORNIA FIRST LEASING CORP	$5.3M	24,772	+24,772	new
137	Tredje AP-fonden	$5.2M	24,152	+24,152	new
138	Swiss Life Asset Management Ltd	$5.1M	23,773	+23,773	new
139	Czech National Bank	$5.1M	23,452	+23,452	new
140	Arizona State Retirement System	$4.9M	22,857	+22,857	new
141	HENNESSY ADVISORS INC	$4.8M	22,100	−800	trim
142	ING GROEP NV	$4.6M	21,521	+21,521	new
143	AMERICAN CENTURY COMPANIES INC	$4.5M	20,735	+20,735	new
144	Rakuten Investment Management, Inc.	$4.5M	20,161	+20,161	new
145	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.4M	20,449	+20,449	new
146	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.3M	20,059	+20,059	new
147	Callan Family Office, LLC	$4.3M	19,894	+19,894	new
148	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$4.2M	19,493	+19,493	new
149	Retirement Systems of Alabama	$3.9M	18,287	+18,287	new
150	IFM Investors Pty Ltd	$3.9M	18,187	+18,187	new
151	GROUP ONE TRADING LLC	$3.9M	18,040	+18,040	new
152	DnB Asset Management AS	$3.9M	17,997	+645	add
153	Vident Advisory, LLC	$3.9M	17,878	+17,878	new
154	Empowered Funds, LLC	$3.8M	17,393	+17,393	new
155	FIFTH THIRD BANCORP	$3.7M	17,335	+17,335	new
156	PFA Pension, Forsikringsaktieselskab	$3.7M	17,260	+17,260	new
157	VOYA INVESTMENT MANAGEMENT LLC	$3.6M	16,682	+16,682	new
158	Encore Global Management, LP	$3.6M	16,500	—	no prior
159	STANCE CAPITAL LLC	$3.4M	15,962	+15,962	new
160	STOREBRAND ASSET MANAGEMENT AS	$3.4M	15,920	—	no prior
161	Pacific Capital Partners Ltd	$3.4M	15,895	+15,895	new
162	OMERS ADMINISTRATION Corp	$3.4M	15,805	+15,805	new
163	WINTON GROUP Ltd	$3.4M	15,723	+15,723	new
164	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.4M	15,634	+15,634	new
165	Aviance Capital Partners, LLC	$3.3M	15,469	+15,469	new
166	SANDERS MORRIS HARRIS LLC	$3.3M	15,415	+15,415	new
167	XPONANCE LLC	$3.2M	14,740	+14,740	new
168	SHELTON CAPITAL MANAGEMENT	$3.2M	14,616	+14,616	new
169	OP Asset Management Ltd	$3.1M	14,585	—	no prior
170	USS Investment Management Ltd	$3.1M	14,578	+14,578	new
171	MEEDER ASSET MANAGEMENT INC	$3.1M	14,537	+14,537	new
172	Utah Retirement Systems	$2.9M	13,301	+13,301	new
173	Brevan Howard Capital Management LP	$2.9M	13,216	+13,216	new
174	Baader Bank Aktiengesellschaft	$2.8M	13,010	+13,010	new
175	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.8M	12,765	+12,765	new
176	PROFUND ADVISORS LLC	$2.7M	12,515	+12,515	new
177	National Philanthropic Trust	$2.7M	12,459	—	no prior
178	NORDEA INVESTMENT MANAGEMENT AB	$2.7M	12,564	+12,564	new
179	Vanguard Personalized Indexing Management, LLC	$2.6M	12,234	+12,234	new
180	III Capital Management	$2.6M	12,045	+12,045	new
181	MERCER GLOBAL ADVISORS INC /ADV	$2.6M	12,030	+12,030	new
182	BANK OF NOVA SCOTIA	$2.6M	11,933	+11,933	new
183	Eurizon Capital SGR S.p.A.	$2.5M	11,716	+11,716	new
184	LAZARD ASSET MANAGEMENT LLC	$2.5M	11,620	+11,620	new
185	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.5M	11,594	+11,594	new
186	Cetera Investment Advisers	$2.5M	11,567	+11,567	new
187	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.5M	11,464	+11,464	new
188	HighTower Advisors, LLC	$2.5M	11,453	+11,453	new
189	Donoghue Forlines LLC	$2.5M	11,386	+11,386	new
190	MACKENZIE FINANCIAL CORP	$2.4M	10,927	+10,927	new
191	Janus Henderson Group Ltd.	$2.3M	10,849	+10,849	new
192	Texas Yale Capital Corp.	$2.3M	10,612	+10,612	new
193	Linden Thomas Advisory Services, LLC	$2.3M	10,592	+10,592	new
194	CWM, LLC	$2.3M	10,574	+10,574	new
195	Tower Research Capital LLC (TRC)	$2.3M	10,527	+10,527	new
196	Blue Trust, Inc.	$2.3M	10,450	+10,450	new
197	Kerusso Capital Management LLC	$2.2M	10,048	+10,048	new
198	SONA ASSET MANAGEMENT (US) LLC	$2.2M	10,000	+10,000	new
199	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.1M	9,882	−222	trim
200	Norinchukin Bank, The	$2.1M	9,744	+9,744	new
201	Avanza Fonder AB	$2.1M	9,717	+9,717	new
202	MACQUARIE GROUP LTD	$2.0M	9,329	+9,329	new
203	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	9,157	+9,157	new
204	Estate Counselors, LLC	$2.0M	9,113	+9,113	new
205	Headlands Technologies LLC	$1.9M	8,965	+8,965	new
206	ASR Vermogensbeheer N.V.	$1.9M	8,775	+8,775	new
207	Morningstar Investment Management LLC	$1.9M	8,770	+8,770	new
208	Harbor Advisors LLC	$1.9M	8,744	−7,198	trim
209	Man Group plc	$1.8M	8,488	+8,488	new
210	Round Hill Asset Management	$1.8M	8,244	−53	trim
211	XTX Topco Ltd	$1.8M	8,173	+8,173	new
212	DoubleLine ETF Adviser LP	$1.8M	8,173	+8,173	new
213	PRUDENTIAL PLC	$1.7M	8,054	+8,054	new
214	Corient Private Wealth LLC	$1.7M	8,032	+8,032	new
215	OSAIC HOLDINGS, INC.	$1.7M	7,829	+7,829	new
216	Howard Capital Management, LLC	$1.7M	7,717	+7,717	new
217	Osmosis Investment Management UK Ltd	$1.5M	7,035	+7,035	new
218	ONTARIO TEACHERS PENSION PLAN BOARD	$1.5M	6,897	+6,897	new
219	J. Safra Sarasin Holding AG	$1.5M	6,756	+6,756	new
220	CREDIT AGRICOLE S A	$1.5M	6,750	+6,750	new
221	Lido Advisors, LLC	$1.4M	6,524	+6,524	new
222	IMC-Chicago, LLC	$1.4M	6,505	+6,505	new
223	Vinva Investment Management Ltd	$1.4M	6,335	+6,335	new
224	Pathstone Holdings, LLC	$1.4M	6,471	+6,471	new
225	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.4M	6,262	+6,262	new
226	Farringdon Capital, Ltd.	$1.3M	6,132	+6,132	new
227	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.3M	6,113	+6,113	new
228	Investment Management Corp of Ontario	$1.3M	6,030	+6,030	new
229	DENALI ADVISORS LLC	$1.3M	5,915	+5,915	new
230	Wealthfront Advisers LLC	$1.3M	5,861	+5,861	new
231	US BANCORP \DE\	$1.3M	5,808	+5,808	new
232	Grantham, Mayo, Van Otterloo & Co. LLC	$1.3M	5,800	+5,800	new
233	CSS LLC/IL	$1.2M	5,763	+5,763	new
234	STIFEL FINANCIAL CORP	$1.2M	5,725	+5,725	new
235	Twin Tree Management, LP	$1.2M	5,612	+5,612	new
236	TRUIST FINANCIAL CORP	$1.2M	5,543	+5,543	new
237	Capital International, Inc./CA/	$1.2M	5,462	+5,462	new
238	Atria Investments, Inc	$1.1M	5,233	+5,233	new
239	Central Pacific Bank - Trust Division	$1.1M	5,227	+5,227	new
240	Leonteq Securities AG	$1.1M	5,215	+5,215	new
241	MIZUHO SECURITIES USA LLC	$1.1M	5,206	+5,206	new
242	Mariner, LLC	$1.1M	5,117	+5,117	new
243	McKinney Capital Management, LLC	$1.1M	5,064	—	no prior
244	CHOREO, LLC	$1.1M	4,962	+250	add
245	Focus Partners Wealth	$1.1M	4,928	+4,928	new
246	Capital Asset Advisory Services LLC	$1.1M	4,320	+4,320	new
247	Deseret Mutual Benefit Administrators	$986K	4,569	+4,569	new
248	Candriam S.C.A.	$966K	4,474	+4,474	new
249	BOOTHBAY FUND MANAGEMENT, LLC	$966K	4,473	+4,473	new
250	Qtron Investments LLC	$961K	4,452	+4,452	new
251	Sanctuary Advisors, LLC	$957K	4,431	+4,431	new
252	E Fund Management Co., Ltd.	$941K	4,361	—	no prior
253	Cornerstone Capital, Inc.	$939K	4,350	+4,350	new
254	Generali Asset Management SPA SGR	$937K	4,342	+4,342	new
255	IEQ CAPITAL, LLC	$935K	4,331	+4,331	new
256	Perigon Wealth Management, LLC	$933K	4,322	+4,322	new
257	M&T BANK CORP	$926K	4,289	+4,289	new
258	Sequoia Financial Advisors, LLC	$924K	4,282	+4,282	new
259	Maryland State Retirement & Pension System	$918K	4,251	+4,251	new
260	Summit Trail Advisors, LLC	$915K	4,239	+4,239	new
261	Atlantic Union Bankshares Corp	$889K	4,120	+4,113	add
262	COMMONWEALTH EQUITY SERVICES, LLC	$882K	4,085	+4,085	new
263	AFFINITY INVESTMENT ADVISORS, LLC	$875K	4,054	+4,054	new
264	ABN AMRO INVESTMENT SOLUTIONS	$862K	3,992	+3,992	new
265	Allspring Global Investments Holdings, LLC	$860K	3,977	+3,977	new
266	Orion Porfolio Solutions, LLC	$842K	3,901	+3,901	new
267	44 WEALTH MANAGEMENT LLC	$841K	3,897	+3,897	new
268	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$840K	3,891	+3,891	new
269	WINNACLE WEALTH LLC	$822K	3,807	+3,807	new
270	Annis Gardner Whiting Capital Advisors, LLC	$806K	3,734	+3,734	new
271	CIDEL ASSET MANAGEMENT INC	$804K	3,725	+3,725	new
272	Federation des caisses Desjardins du Quebec	$801K	3,711	+3,711	new
273	Ground Swell Capital, LLC	$787K	3,646	+3,646	new
274	Empirical Finance, LLC	$781K	3,617	+3,617	new
275	MUFG Securities EMEA plc	$762K	3,530	+3,530	new
276	SAXON INTERESTS, INC.	$724K	3,355	+3,355	new
277	Brookstone Capital Management	$715K	3,313	+3,313	new
278	PERSONAL CFO SOLUTIONS, LLC	$674K	3,124	+3,124	new
279	Marex Group Ltd	$671K	3,106	+3,106	new
280	Saudi Central Bank	$670K	3,105	+3,105	new
281	MAVERICK CAPITAL LTD	$625K	2,893	+2,893	new
282	TOKIO MARINE ASSET MANAGEMENT CO LTD	$620K	2,872	+2,872	new
283	Waverly Advisors, LLC	$606K	2,809	+2,809	new
284	NOMURA HOLDINGS INC	$605K	2,801	+2,801	new
285	Laird Norton Wetherby Trust Company, LLC	$604K	2,796	+2,796	new
286	OPPENHEIMER & CO INC	$601K	2,783	+2,783	new
287	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$595K	2,755	+2,755	new
288	Talon Private Wealth, LLC	$594K	2,752	—	no prior
289	Merit Financial Group, LLC	$563K	2,610	+2,610	new
290	Heard Capital LLC	$562K	2,602	+2,602	new
291	CAPSTONE INVESTMENT ADVISORS, LLC	$559K	2,590	+2,590	new
292	Marble Bar Asset Management LLP	$549K	2,545	+2,545	new
293	WBI INVESTMENTS, LLC	$539K	2,497	+2,497	new
294	Metis Global Partners, LLC	$524K	2,425	+2,425	new
295	Beacon Pointe Advisors, LLC	$523K	2,424	+2,424	new
296	PFG Investments, LLC	$519K	2,404	+2,404	new
297	BENJAMIN EDWARDS INC	$517K	2,394	+2,394	new
298	Shira Ridge Wealth Management	$511K	2,365	+2,365	new
299	Armstrong, Fleming & Moore, Inc	$502K	2,324	+2,324	new
300	MML INVESTORS SERVICES, LLC	$500K	2,318	+2,318	new
301	Frank, Rimerman Advisors LLC	$491K	2,273	+2,273	new
302	ALPS ADVISORS INC	$490K	2,270	+2,270	new
303	&PARTNERS	$485K	2,238	+376	add
304	Schonfeld Strategic Advisors LLC	$477K	2,209	+2,209	new
305	Ashton Thomas Private Wealth, LLC	$474K	2,196	+2,196	new
306	BROWN ADVISORY INC	$471K	2,183	+2,183	new
307	EVOLVE PRIVATE WEALTH, LLC	$463K	2,147	+2,147	new
308	TWO SIGMA SECURITIES, LLC	$456K	2,114	+2,114	new
309	INTECH INVESTMENT MANAGEMENT LLC	$455K	2,109	+2,109	new
310	ICICI Prudential Asset Management Co Ltd	$453K	2,098	+2,098	new
311	HB Wealth Management, LLC	$449K	2,079	+2,079	new
312	Vise Technologies, Inc.	$444K	2,125	+2,125	new
313	Chemistry Wealth Management LLC	$433K	2,006	+2,006	new
314	Engineers Gate Manager LP	$433K	2,004	+2,004	new
315	MYDA Advisors LLC	$432K	2,000	+2,000	new
316	Volterra Technologies LP	$405K	1,875	+1,875	new
317	YHB Investment Advisors, Inc.	$384K	1,780	+1,780	new
318	Lansforsakringar Fondforvaltning AB (publ)	$383K	1,776	+1,776	new
319	Bull Harbor Capital LLC	$383K	1,773	—	no prior
320	FULTON BREAKEFIELD BROENNIMAN LLC	$381K	1,767	+1,767	new
321	NewEdge Advisors, LLC	$380K	1,762	+1,762	new
322	TEMA ETFS LLC	$376K	1,744	+1,744	new
323	Rockefeller Capital Management L.P.	$357K	1,654	+1,654	new
324	Cambria Investment Management, L.P.	$354K	1,639	+1,639	new
325	Sendero Wealth Management, LLC	$353K	1,635	+1,635	new
326	111 Capital	$350K	1,622	+1,622	new
327	CHIRON CAPITAL MANAGEMENT, LLC	$347K	1,606	—	no prior
328	Credit Capital Investments LLC	$345K	1,600	+1,600	new
329	Tempus Wealth Planning, LLC	$342K	1,586	+1,586	new
330	COLDSTREAM CAPITAL MANAGEMENT INC	$334K	1,546	+1,546	new
331	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$333K	1,542	+1,542	new
332	Savant Capital, LLC	$307K	1,423	+1,423	new
333	Hennion & Walsh Asset Management, Inc.	$299K	1,386	+1,386	new
334	Hi-Line Capital Management, LLC	$296K	1,369	+1,369	new
335	BAXTER BROS INC	$295K	1,365	+1,365	new
336	Cooper Financial Group	$288K	1,334	+356	add
337	Sagewood Asset Management LP	$287K	1,330	+1,330	new
338	PRINCIPAL SECURITIES, INC.	$283K	1,310	+1,310	new
339	Independent Advisor Alliance	$283K	1,309	+1,309	new
340	Pure Financial Advisors, LLC	$280K	1,299	+1,299	new
341	BALYASNY ASSET MANAGEMENT L.P.	$277K	1,285	+1,285	new
342	Pallas Capital Advisors LLC	$271K	1,256	+1,256	new
343	TEACHER RETIREMENT SYSTEM OF TEXAS	$271K	1,254	+1,254	new
344	COMMERCE BANK	$270K	1,253	−355	trim
345	Sovran Advisors, LLC	$267K	1,616	+1,616	new
346	Siemens Fonds Invest GmbH	$262K	1,215	+1,215	new
347	MIRABELLA FINANCIAL SERVICES LLP	$259K	1,199	+1,199	new
348	KEYBANK NATIONAL ASSOCIATION/OH	$253K	1,172	+1,172	new
349	Aprio Wealth Management, LLC	$250K	1,158	+1,158	new
350	Argyle Capital Management, LLC	$250K	1,157	+1,157	new
351	Ballentine Partners, LLC	$247K	1,146	+1,146	new
352	PEAK6 LLC	$247K	1,146	+1,146	new
353	ASPIRIANT, LLC	$240K	1,110	+1,110	new
354	Composition Wealth, LLC	$238K	1,101	+1,101	new
355	Institute for Wealth Management, LLC.	$234K	1,083	+1,083	new
356	Trust Asset Management LLC	$233K	1,079	+1,079	new
357	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$230K	1,065	+1,065	new
358	Savvy Advisors, Inc.	$229K	1,061	+1,061	new
359	Chicago Partners Investment Group LLC	$228K	941	+941	new
360	CAXTON ASSOCIATES LLP	$228K	1,056	+1,056	new
361	Private Advisor Group, LLC	$226K	1,049	+1,049	new
362	FLORIDA FINANCIAL ADVISORS, LLC	$226K	1,048	+1,048	new
363	Portside Wealth Group, LLC	$226K	1,048	+1,048	new
364	PURSUIT WEALTH STRATEGIES, LLC	$226K	1,047	—	no prior
365	QUADRANT CAPITAL GROUP LLC	$220K	1,019	+1,019	new
366	Elser Financial Planning, Inc	$214K	1,001	+1,001	new
367	FIDUCIARY TRUST CO	$211K	978	+978	new
368	BTG Pactual Asset Management US LLC	$211K	977	+977	new
369	Athena Wealth Management, LLC	$210K	971	—	no prior
370	EP Wealth Advisors, LLC	$207K	958	+958	new
371	Krilogy Financial LLC	$204K	864	+864	new
372	GTS SECURITIES LLC	$203K	942	+942	new
373	Sivia Capital Partners, LLC	$200K	928	+928	new
374	Steward Partners Investment Advisory, LLC	$193K	895	+895	new
375	Allworth Financial LP	$180K	836	+836	new
376	EFG International AG	$170K	784	+784	new
377	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$151K	700	+700	new
378	WEITZ INVESTMENT MANAGEMENT, INC.	$140K	650	0	no change
379	UMB Bank, n.a.	$138K	638	+638	new
380	E Fund Management (Hong Kong) Co., Ltd.	$102K	473	0	no change
381	MAI Capital Management	$90.5K	419	+419	new
382	WESTPAC BANKING CORP	$90.0K	417	+417	new
383	Grove Bank & Trust	$90.0K	417	+417	new
384	Clearstead Advisors, LLC	$81.8K	379	+379	new
385	FEDERATED HERMES, INC.	$78.4K	363	+363	new
386	Opal Wealth Advisors, LLC	$73.0K	338	+338	new
387	Smartleaf Asset Management LLC	$70.5K	319	+319	new
388	AlphaCentric Advisors LLC	$58.5K	271	+271	new
389	Caitlin John, LLC	$56.1K	260	+260	new
390	Pinnacle Wealth Planning Services, Inc.	$55.7K	258	+258	new
391	GHP Investment Advisors, Inc.	$54.3K	252	+252	new
392	Bayforest Capital Ltd	$54.0K	250	+250	new
393	Parkside Financial Bank & Trust	$49.9K	231	+231	new
394	Asset Dedication, LLC	$48.8K	226	+226	new
395	TD Waterhouse Canada Inc.	$46.9K	217	+217	new
396	Pflug Koory, LLC	$44.0K	204	+204	new
397	CVA Family Office, LLC	$39.9K	185	+185	new
398	Manchester Capital Management LLC	$39.7K	184	+184	new
399	Owl Creek Wealth Partners LLC	$36.7K	170	—	no prior
400	Transamerica Financial Advisors, LLC	$34.1K	158	+158	new
401	Arax Advisory Partners	$32.4K	166	+166	new
402	ARMSTRONG ADVISORY GROUP, INC	$27.0K	125	+125	new
403	Cassaday & Co Wealth Management LLC	$25.0K	116	+116	new
404	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$23.5K	109	+109	new
405	MCF Advisors LLC	$23.3K	108	—	no prior
406	Alphadyne Asset Management LP	$23.1K	107	+107	new
407	Johnson Financial Group, Inc.	$22.7K	105	+105	new
408	SOUTHERN MICHIGAN BANK & TRUST	$21.6K	100	—	no prior
409	Costello Asset Management, INC	$21.6K	100	+100	new
410	CENTRAL TRUST Co	$21.2K	98	+98	new
411	Activest Wealth Management	$19.9K	92	+92	new
412	Larson Financial Group LLC	$17.3K	80	+80	new
413	South Dakota Investment Council	$17.1K	79,428	+79,428	new
414	MV CAPITAL MANAGEMENT, INC.	$17.1K	79	+79	new
415	MATHER GROUP, LLC.	$16.4K	76	+76	new
416	SJS Investment Consulting Inc.	$15.8K	73	+73	new
417	Jackson, Grant Investment Advisers, Inc.	$14.9K	69	+69	new
418	ASSETMARK, INC	$14.0K	65	+65	new
419	CANADA LIFE ASSURANCE Co	$14.0K	64,636	+64,636	new
420	BARRETT & COMPANY, INC.	$14.0K	65	+65	new
421	SALEM INVESTMENT COUNSELORS INC	$13.8K	64	+64	new
422	Treasurer of the State of North Carolina	$13.0K	60,057	+60,057	new
423	True Wealth Design, LLC	$12.5K	58	+58	new
424	Catalyst Capital Advisors LLC	$11.9K	55	+55	new
425	Wall Street Financial Group, Inc.	$11.9K	55	+55	new
426	Kilter Group LLC	$11.0K	51	+51	new
427	FINANCIAL CONSULATE, INC	$10.4K	48	+48	new
428	AMERIFLEX GROUP, INC.	$10.4K	48	+48	new
429	Medallion Wealth Advisors, LLC	$9.3K	43	—	no prior
430	Glass Jacobson Investment Advisors llc	$8.6K	40	+40	new
431	Rakuten Securities, Inc.	$8.6K	40	+40	new
432	DT Investment Partners, LLC	$8.4K	39	+39	new
433	Kemnay Advisory Services Inc.	$8.4K	39	+39	new
434	ELEVATION WEALTH PARTNERS, LLC	$7.6K	35	+35	new
435	DekaBank Deutsche Girozentrale	$7.5K	34,019	+34,019	new
436	Caldwell Trust Co	$7.3K	34	+34	new
437	Sachetta, LLC	$7.1K	33	+33	new
438	KBC Group NV	$7.1K	32,948	+32,948	new
439	JFS WEALTH ADVISORS, LLC	$6.9K	32	+32	new
440	Vanguard National Trust Co	$6.9K	32	—	no prior
441	MONTAG A & ASSOCIATES INC	$6.5K	30	+30	new
442	Prestige Wealth Management Group LLC	$6.3K	29	+29	new
443	Cranbrook Wealth Management, LLC	$6.0K	28	+28	new
444	DiNuzzo Private Wealth, Inc.	$6.0K	28	+28	new
445	Private Wealth Management Group, LLC	$6.0K	28	+28	new
446	SHP Wealth Management	$5.9K	28	+28	new
447	Keating Financial Advisory Services, Inc.	$5.8K	27	+27	new
448	Smallwood Wealth Investment Management, LLC	$5.8K	27	+27	new
449	PROSPERITY BANCSHARES INC	$5.2K	24	+24	new
450	HM PAYSON & CO	$4.8K	22	+22	new
451	ALBION FINANCIAL GROUP /UT	$4.8K	22	+22	new
452	Financial Freedom, LLC	$4.3K	20	+20	new
453	Reyes Financial Architecture, Inc.	$4.3K	20	+20	new
454	EDMOND DE ROTHSCHILD HOLDING S.A.	$3.9K	18	+18	new
455	BEACON INVESTMENT ADVISORY SERVICES, INC.	$3.7K	17	+17	new
456	Cromwell Holdings LLC	$3.7K	17	+17	new
457	Clayton Financial Group LLC	$3.7K	17	+17	new
458	Physician Wealth Advisors, Inc.	$3.5K	16	+16	new
459	Rialto Wealth Management, LLC	$3.5K	16	+16	new
460	iA Global Asset Management Inc.	$3.3K	15,198	−890	trim
461	Abound Wealth Management	$3.2K	15	+15	new
462	WealthCollab, LLC	$3.0K	14	+14	new
463	Tradewinds Capital Management, LLC	$3.0K	14	+14	new
464	State of Alaska, Department of Revenue	$2.8K	13,090	+13,090	new
465	BROWN, LISLE/CUMMINGS, INC.	$2.8K	13	+13	new
466	AMICA MUTUAL INSURANCE CO	$2.7K	12,679	+12,679	new
467	SouthState Bank Corp	$2.6K	12	+12	new
468	Center for Financial Planning, Inc.	$2.6K	12	+12	new
469	Fairman Group, LLC	$2.6K	12	+12	new
470	ALERUS FINANCIAL NA	$2.4K	11	+11	new
471	Raleigh Capital Management Inc.	$2.2K	10	+10	new
472	Portus Wealth Advisors, LLC	$2.2K	10	+10	new
473	Bell Investment Advisors, Inc	$1.9K	9	+9	new
474	Signature Resources Capital Management, LLC	$1.9K	9	+9	new
475	Elevated Capital Advisors, LLC	$1.5K	7	+7	new
476	Ilmarinen Mutual Pension Insurance Co	$1.4K	6,496	+6,496	new
477	CALDWELL SUTTER CAPITAL, INC.	$1.3K	6	+6	new
478	DUNCKER STREETT & CO INC	$1.3K	6	+6	new
479	Vestcor Inc	$1.3K	5,857	+5,857	new
480	Marquette Asset Management, LLC	$1.1K	5	+5	new
481	WOLFF WIESE MAGANA LLC	$1.1K	5	+5	new
482	American Capital Advisory, LLC	$1.1K	5	+5	new
483	Wilmington Savings Fund Society, FSB	$1.1K	5	0	no change
484	Destiny Wealth Partners, LLC	$1.1K	5	+5	new
485	PayPay Securities Corp	$944	4	+4	new
486	Vermillion Wealth Management, Inc.	$864	4	+4	new
487	Evergreen Advisors, LLC	$864	4	+4	new
488	DHJJ Financial Advisors, Ltd.	$864	4	+4	new
489	Godfrey Financial Associates, Inc.	$756	4	+4	new
490	VAN ECK ASSOCIATES CORP	$734	3,398	+158	add
491	THRIVENT FINANCIAL FOR LUTHERANS	$704	3,260	+3,260	new
492	Virtu Financial LLC	$700	3,245	+3,245	new
493	Community Financial Services Group, LLC	$649	3	+3	new
494	Cornerstone National Bank & Trust Co	$649	3	+3	new
495	Centiva Capital, LP	$648	3	+3	new
496	Pacific Center for Financial Services	$648	3	+3	new
497	Quaker Wealth Management, LLC	$648	3	+3	new
498	HHM Wealth Advisors, LLC	$648	3	+3	new
499	MBM WEALTH CONSULTANTS, LLC	$648	3	+3	new
500	Cetera Trust Company, N.A	$648	3	+3	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CHTR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Ruane Cunniff & Goldfarb, Gotham Asset Management, Bridgewater Associates, Caxton Associates $66.8M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CHARTER COMMUNICATIONS INC

Merged timeline of congressional filings and notable-manager moves on CHTR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Ruane Cunniff & Goldfarb 13F	new	+152,563 sh
2026-05-15	Gotham Asset Management 13F	new	+110,798 sh
2026-05-15	Bridgewater Associates 13F	new	+44,991 sh
2026-05-14	Caxton Associates 13F	new	+1,056 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed CHTR — the congressional view ↗