Filing Research | CHTR - CHARTER COMMUNICATIONS INC NEW Institutional Holdings

Snapshot holdings

50 / 157 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	208.6KSH	$29.7M
2	CALEDONIA INVESTMENTS PLC	Shares	169.7KSH	$24.1M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	99.3KSH	$14.1M
4	DAVENPORT & Co LLC	Shares	94.9KSH	$13.5M
5	Assenagon Asset Management S.A.	Shares	77.2KSH	$11.0M
6	Robeco Institutional Asset Management B.V.	Shares	49.6KSH	$7.0M
7	Swedbank AB	Shares	48.1KSH	$6.8M
8	Y-Intercept (Hong Kong) Ltd	Shares	47.7KSH	$6.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.2KSH	$4.8M
10	Mediolanum International Funds Ltd	Shares	23.6KSH	$3.4M
11	Czech National Bank	Shares	23.8KSH	$3.4M
12	SteelPeak Wealth, LLC	Shares	23.1KSH	$3.3M
13	Oak Thistle LLC	Shares	19.4KSH	$2.8M
14	Mirae Asset Global Investments Co., Ltd.	Shares	19.1KSH	$2.7M
15	IFM Investors Pty Ltd	Shares	19.1KSH	$2.7M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	18.5KSH	$2.6M
17	ASR Vermogensbeheer N.V.	Shares	16.5KSH	$2.4M
18	Fifth Third Wealth Advisors LLC	Shares	15.5KSH	$2.2M
19	Wedmont Private Capital	Shares	16.5KSH	$2.2M
20	Baader Bank Aktiengesellschaft	Shares	14.2KSH	$2.0M
21	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.8KSH	$2.0M
22	Merit Financial Group, LLC	Shares	13.3KSH	$1.9M
23	Morningstar Investment Management LLC	Shares	8.8KSH	$1.9M
24	HENNESSY ADVISORS INC	Shares	12.2KSH	$1.7M
25	Police & Firemen's Retirement System of New Jersey	Shares	12.1KSH	$1.7M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	11.5KSH	$1.6M
27	Linden Thomas Advisory Services, LLC	Shares	10.8KSH	$1.5M
28	Avanza Fonder AB	Shares	9.7KSH	$1.4M
29	Blue Trust, Inc.	Shares	8.6KSH	$1.2M
30	Boston Trust Walden Corp	Shares	8.5KSH	$1.2M
31	MIZUHO SECURITIES USA LLC	Shares	5.2KSH	$1.1M
32	GATEWAY INVESTMENT ADVISERS LLC	Shares	7.2KSH	$1.0M
33	PensionDanmark Pensionsforsikringsaktieselskab	Shares	5.6KSH	$793.8K
34	ABN AMRO INVESTMENT SOLUTIONS	Shares	5.4KSH	$767.9K
35	Central Pacific Bank - Trust Division	Shares	5.4KSH	$765.5K
36	CIDEL ASSET MANAGEMENT INC	Shares	5.1KSH	$721.9K
37	Apollon Wealth Management, LLC	Shares	4.8KSH	$687.4K
38	Sequoia Financial Advisors, LLC	Shares	4.7KSH	$674.8K
39	HARTFORD INVESTMENT MANAGEMENT CO	Shares	4.6KSH	$653.0K
40	Fiduciary Alliance LLC	Shares	4.3KSH	$613.4K
41	Louisiana State Employees Retirement System	Shares	4.3KSH	$611.5K
42	Trust Asset Management LLC	Shares	974SH	$568.4K
43	WINNACLE WEALTH LLC	Shares	3.9KSH	$550.9K
44	E. Ohman J:or Asset Management AB	Shares	3.8KSH	$541.8K
45	PFG Investments, LLC	Shares	3.8KSH	$541.1K
46	Crossmark Global Holdings, Inc.	Shares	3.5KSH	$492.8K
47	YHB Investment Advisors, Inc.	Shares	3.0KSH	$428.1K
48	Fideuram Asset Management (Ireland) dac	Shares	3.0KSH	$391.0K
49	IFP Advisors, Inc	Shares	2.7KSH	$389.5K
50	Cohen Klingenstein LLC	Shares	2.7KSH	$384.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 194 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+47.7K	+$6.8M	$6.8M
2	SteelPeak Wealth, LLC new	Shares	+23.1K	+$3.3M	$3.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.5K	+$3.1M	$4.8M
4	Oak Thistle LLC new	Shares	+19.4K	+$2.8M	$2.8M
5	Wedmont Private Capital new	Shares	+16.5K	+$2.2M	$2.2M
6	Merit Financial Group, LLC added	Shares	+10.7K	+$1.3M	$1.9M
7	Fifth Third Wealth Advisors LLC added	Shares	+10.1K	+$1.0M	$2.2M
8	Apollon Wealth Management, LLC new	Shares	+4.8K	+$687.4K	$687.4K
9	Assenagon Asset Management S.A. added	Shares	+29.2K	+$624.5K	$11.0M
10	ASR Vermogensbeheer N.V. added	Shares	+7.8K	+$456.2K	$2.4M
11	Fideuram Asset Management (Ireland) dac new	Shares	+3.0K	+$391.0K	$391.0K
12	NorthCrest Asset Manangement, LLC new	Shares	+2.7K	+$366.4K	$366.4K
13	DAVENPORT & Co LLC added	Shares	+33.9K	+$337.7K	$13.5M
14	Trust Asset Management LLC trimmed	Shares	-105	+$335.4K	$568.4K
15	WADDELL & ASSOCIATES, LLC new	Shares	+2.3K	+$325.4K	$325.4K
16	MISSION WEALTH MANAGEMENT, LP new	Shares	+1.8K	+$253.4K	$253.4K
17	Fiduciary Alliance LLC added	Shares	+2.5K	+$225.0K	$613.4K
18	True Wealth Design, LLC added	Shares	+1.0K	+$139.9K	$152.4K
19	IFP Advisors, Inc added	Shares	+1.4K	+$101.5K	$389.5K
20	EverSource Wealth Advisors, LLC added	Shares	+1.2K	+$86.2K	$315.7K
21	Curated Wealth Partners LLC new	Shares	+12.4K	+$72.3K	$72.3K
22	Versant Capital Management, Inc added	Shares	+481	+$54.6K	$95.1K
23	YHB Investment Advisors, Inc. added	Shares	+1.2K	+$43.8K	$428.1K
24	ASPIRIANT, LLC added	Shares	+834	+$36.8K	$276.5K
25	PFG Investments, LLC added	Shares	+1.4K	+$22.1K	$541.1K
26	SJS Investment Consulting Inc. added	Shares	+188	+$21.4K	$37.1K
27	WEST PACES ADVISORS INC. new	Shares	+133	+$18.9K	$18.9K
28	Farther Finance Advisors, LLC added	Shares	+799	+$14.7K	$308.7K
29	ELEVATION WEALTH PARTNERS, LLC added	Shares	+86	+$9.7K	$17.2K
30	HORIZON FINANCIAL SERVICES, LLC added	Shares	+51	+$5.4K	$10.8K
31	Decker Retirement Planning Inc. new	Shares	+24	+$3.4K	$3.4K
32	Trust Co new	Shares	+20	+$2.8K	$2.8K
33	LANARK FINANCIAL, INC. added	Shares	+40	+$2.5K	$11.8K
34	Physician Wealth Advisors, Inc. added	Shares	+24	+$2.2K	$5.7K
35	Activest Wealth Management added	Shares	+63	+$2.2K	$22.0K
36	Creative Capital Management Investments LLC new	Shares	+13	+$1.8K	$1.8K
37	Polianta Ltd new	Shares	+12.5K	+$1.8K	$1.8K
38	Newton One Investments LLC new	Shares	+7	+$996	$996
39	1015 Capital Partners, LLC new	Shares	+6	+$853	$853
40	Princeton Global Asset Management LLC new	Shares	+6	+$853	$853
41	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+10	+$382	$7.8K
42	Hughes Financial Services, LLC added	Shares	+4	+$347	$995
43	High Note Wealth, LLC added	Shares	+5	+$269	$1.6K
44	FNY Investment Advisers, LLC new	Shares	+5	$0	$0
45	First PREMIER Bank unchanged	Shares	0	$0	$1
46	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$1.1M
47	Morningstar Investment Management LLC unchanged	Shares	0	$0	$1.9M
48	TSFG, LLC unchanged	Shares	0	-$1	$0
49	Capital Advisors, Ltd. LLC trimmed	Shares	-72	-$22	$12
50	Kings Path Partners LLC unchanged	Shares	0	-$67	$142

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