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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/CHTR

CHTR

CHTR Institutional Investor Snapshot (800 Funds)

Charter Communications Inc-a

+$1.2B

Net Activity

Data as of: 2026-03-31

Institutions Holding

800

Popularity Rank

#614

Avg Weight

0.36%

Total Value

$22.7B

Ownership Trend

800 institutions currently hold CHTR, with 394 net buyers and 368 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

368

Net Buying Institutions

394

Key Holders

Key Holders

Top 5 by Value

D&
Dodge & Cox
$3.2B
SS
State Street CORP
$1.8B
BI
BlackRock, Inc.
$1.5B
VC
Vanguard Capital Management LLC
$1.2B
CR
Capital Research Global Investors
$1.1B

Top 5 by Conviction

LV
Lind Value II ApS
44.86%
PP
Paloma Partners Management Co
12.85%
LF
Long Focus Capital Management, LLC
9.64%
CC
Cryder Capital Partners LLP
9.05%
VA
Veritas Asset Management LLP
4.07%
View all 800 holding institutions

Across its top 20 institutional holders, CHTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$14.9B

Total Buy Value

$8.2B

Total Sell Value

New buy109
Trim255
Add285
Sold out113

394

Net Buyers

368

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional accumulation supports bullish outlook

Signal Basis

13F data shows net value increase of $1.24B with 394 net buyers vs 368 net sellers, indicating broad institutional accumulation. Top conviction funds like Lind Value II with a 44.9% portfolio weight underscore strong bullish bets. Insider activity data is absent, so the signal is derived solely from institutional flows.

Confirmation

Sustained net buying in subsequent 13F filings would further confirm the bullish momentum.

Invalidation Risk

A shift to net institutional selling or the emergence of significant insider selling would invalidate this view.

AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.

See the institutional 13F filings behind this signal

Smart Money Convergence

CHTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CHTR

Insider Trading (Form 4)

12-Month Buy/Sell Activity

May 25
BuySell
ActionInsiderTitleDateValue
SellMERRITT DAVID CDirector2025-11-05$271K
BuyNair BalanDirector2025-07-31$99K
BuyWinfrey Christopher LPresident and CEO2025-07-31$1.00M
SellDiGeronimo Richard JPresident-Product & Technology2025-05-16$657K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-24
2026-07-24

Charter Communications (ticker: CHTR) issued a press release on July 24, 2026, announcing its results for the second quarter ended June 30, 2026. The release and the accompanying exhibit are furnished (not filed) under Item 2.02, meaning the filing itself doesn't include specific financial figures—only the fact that results were published.

View Full Filing (SEC EDGAR)
2026-07-23

Charter Communications announced that its subsidiaries launched exchange offers for 12 series of senior secured notes, offering up to $3.5 billion in new notes (due 2038 and 2041) plus cash in exchange for the old notes. Separately, the company provided audited and unaudited financial statements for Cox Communications as part of its planned transaction to acquire Cox's commercial fiber and managed IT services and contribute its residential cable business. The exchange offers expire on August 20, 2026.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

16119P108, 16117M305, 16119P908, 16119P958, 16119p108, 16122W108

FAQ

Who are the top institutional investors holding CHARTER COMMUNICATIONS INC-A (CHTR)?
Major stakeholders currently include Dodge & Cox ($3.2B), State Street CORP ($1.8B), BlackRock, Inc. ($1.5B). Based on the latest 13F filings, there are a total of 800 tracked investment funds and institutions maintaining positions in CHTR.
What is the overall institutional sentiment toward CHTR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.2B, driven by 394 managers accumulating shares while 368 reduced their exposure.
Which institutions have been selling or reducing their CHTR positions?
In the latest period, 255 funds trimmed their holdings, and 113 managers completely exited their positions. The aggregate reported sell value was $8.2B.
Are there any notable investors adding CHTR to their portfolios?
Yes, buying activity remains notable. 109 institutions opened new positions in {ticker}, and 285 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.9B.

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Developer Access

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REST API

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CLI

npx alphasmo stocks get CHTR
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