Who holds ticker 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 · 16 members disclosed CHTR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 524 holders are listed, largest first: 524
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $18.4B
holders whose share count rose or who opened the position (new + add), by shares: 487
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 3

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

Newest 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 2026-07-03 → 2026-10-01 · 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
2026-09-14	August Pfluger Congress	EXCHANGE	$1K–$15K
2026-09-14	August Pfluger Congress	EXCHANGE	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$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

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed CHTR — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).