CHTRNasdaqCable & Other Pay Television ServicesFiscal year ends December 31Also trades as CHTRP
CHARTER COMMUNICATIONS, INC. /MO/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$108.51−1.60 (-1.45%)
Close on Oct 19, 2026
- Market cap
- $13.16B
- P/E (TTM)
- 2.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
104M
Shares held, 13F filers
Institutional holders
784
141 new, 137 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
5 buys · 4 sales
Net sold $9.24M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| State Street Corporation | 7,962,425 | 5.80% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 6,774,488 | 5.50% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 6,180,603 | 5.02% | 13G (passive) | Jun 30, 2026 |
| Ronald A. Duncan | 474,976 | 6.60% | 13G (passive) | Aug 19, 2026 |
| Cox Communications Equity Holdings, Inc. | 46,153,885 | 28.70% | 13D (active) amendment | Sep 28, 2026 |
| Newhouse Family Holdings, L.P. | 18,810,488 | 12.34% | 13D (active) amendment | Aug 4, 2025 |
| Newhouse Broadcasting Corporation | 18,647,794 | 14.35% | 13D (active) amendment | Aug 19, 2026 |
| Dodge & Cox | 15,032,214 | 12.60% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CHTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dodge & Cox | 15,032,214 | – | $2.14B | +405,005 | 1.12% |
| First Eagle Investment Management, LLC | 7,174,694 | – | $1.02B | +3,594,534 | 0.85% |
| BlackRock, Inc. | 7,070,700 | – | $1.01B | +80,877 | 0.01% |
| State Street Corp | 6,971,723 | – | $991.45M | −1,223,006 | 0.03% |
| Vanguard Capital Management LLC | 5,342,446 | – | $759.75M | −128,190 | 0.02% |
| Vanguard Portfolio Management LLC | 3,525,388 | – | $501.35M | −202,270 | 0.02% |
| Goldman Sachs Group Inc | 2,787,274 | – | $396.38M | +1,277,244 | 0.03% |
| Invesco Ltd. | 2,776,656 | – | $394.87M | −2,816,836 | 0.03% |
| Norges Bank | 2,452,458 | – | $348.76M | New | 0.03% |
| Geode Capital Management, LLC | 2,398,491 | – | $340.09M | −50,800 | 0.02% |
| UBS Group AG | 2,280,785 | – | $324.35M | +1,076,627 | 0.04% |
| Lind Value II ApS | 2,223,945 | – | $316.27M | +1,287,194 | 50.84% |
| Aqr Capital Management LLC | 1,977,475 | – | $279.52M | +1,462,257 | 0.10% |
| Morgan Stanley | 1,826,114 | – | $259.69M | −113,349 | 0.01% |
| Eagle Capital Management LLC | 1,739,813 | – | $247.42M | +1,590,353 | 0.76% |
| Millennium Management LLC | 1,375,109 | – | $195.55M | +1,183,178 | 0.07% |
| Citadel Advisors LLC | 1,317,247 | – | $187.33M | +1,153,019 | 0.02% |
| Long Focus Capital Management, LLC | 1,230,216 | – | $174.95M | +815,216 | 4.47% |
| Arrowstreet Capital, Limited Partnership | 1,122,561 | – | $159.64M | +968,635 | 0.07% |
| State Of Michigan Retirement System | 1,070,397 | – | $152.22M | +638,815 | 0.67% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 784 | 104M | 141 / 288 | 239 / 137 | 28M | 23M |
| Q1 2026 | 790 | 99M | 123 / 283 | 246 / 118 | 19M | 13M |
| Q4 2025 | 796 | 102M | 131 / 242 | 312 / 124 | 22M | 24M |
| Q3 2025 | 806 | 105M | 113 / 237 | 324 / 184 | 18M | 17M |
| Q2 2025 | 890 | 104M | 127 / 329 | 271 / 104 | 8M | 8M |
| Q1 2025 | 878 | 104M | 127 / 318 | 271 / 98 | 9M | 6M |
| Q4 2024 | 864 | 102M | 120 / 282 | 307 / 80 | 7M | 9M |
| Q3 2024 | 837 | 105M | 127 / 277 | 274 / 66 | 15M | 10M |
| Q2 2024 | 787 | 107M | 86 / 250 | 304 / 113 | 8M | 8M |
| Q1 2024 | 824 | 107M | 99 / 250 | 327 / 172 | 21M | 14M |
| Q4 2023 | 908 | 102M | 131 / 260 | 337 / 91 | 9M | 5M |
| Q3 2023 | 889 | 98M | 116 / 274 | 304 / 61 | 7M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CHTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 9,791,376 | – | $1.39B | 1.18% | Jun 30, 2026 |
| First Eagle Global Fund | 2,556,040 | – | $370.57M | 0.49% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,538,087 | – | $360.94M | 0.02% | Jun 30, 2026 |
| State Street(R) Communication Services Select Sector SPDR(R) ETF | 2,245,531 | – | $319.34M | 1.43% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,167,194 | – | $308.20M | 0.02% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,352,186 | – | $196.04M | 0.20% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 1,150,875 | – | $163.67M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,101,949 | – | $158.74M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 916,969 | – | $130.40M | 0.07% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 866,829 | – | $123.27M | 0.06% | Jun 30, 2026 |
| Dodge & Cox Balanced Fund | 799,249 | – | $113.66M | 0.77% | Jun 30, 2026 |
| Dodge & Cox Global Stock Fund | 789,197 | – | $112.23M | 0.86% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 580,674 | – | $82.58M | 0.12% | Jun 30, 2026 |
| Franklin Mutual Global Discovery Fund | 577,623 | – | $82.14M | 0.91% | Jun 30, 2026 |
| Invesco NASDAQ 100 ETF | 539,311 | – | $77.69M | 0.08% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Christopher L. Winfrey | President and CEO, Director | 225,436 | Aug 24, 2026 |
| Nick Jeffery | Chief Operating Officer | – | Sep 3, 2026 |
| Richard J. DiGeronimo | President-Product & Technology | 8,665 | Aug 24, 2026 |
| Jessica M. Fischer | Chief Financial Officer | 3,036 | Aug 24, 2026 |
| Jamal H. Haughton | EVP/Gen Counsel/Corp Secretary | 0 | Aug 24, 2026 |
| Richard Adam Ray | EVP, Chief Commercial Officer | 1,631 | Aug 24, 2026 |
| Kevin D. Howard | EVP/CAO/Controller | 5,482 | Aug 24, 2026 |
| Alexander Cox Taylor | Director | 4,000 | Aug 21, 2026 |
| Dallas S. Clement | Director | 1,547 | Aug 21, 2026 |
| Broadband Corp Liberty | Director, 10% owner | 19,053,695 | Aug 21, 2026 |
| Mark James Greatrex | Director | 1,547 | Aug 21, 2026 |
| Mauricio Ramos | Director | 19,309 | May 18, 2026 |
| Wade Davis | Director | 6,925 | Apr 29, 2026 |
| Balan Nair | Director | 12,029 | Apr 28, 2026 |
| Carolyn J. Slaski | Director | 2,346 | Apr 23, 2026 |
| Lance Conn | Director | 8,465 | Apr 23, 2026 |
| Michael A. Newhouse | Director | 6,158,038 | Apr 23, 2026 |
| Martin Edward Patterson | Director | 1,602 | Apr 23, 2026 |
| Kim C. Goodman | Director | 9,034 | Apr 23, 2026 |
| Steven A. Miron | Director | 13,790 | Apr 23, 2026 |
| Eric Louis Zinterhofer | Director | 53,601 | Apr 23, 2026 |
| J. David Wargo | Director | 1,602 | Apr 23, 2026 |
| John D. Markley Jr | Director | 26,375 | Apr 23, 2026 |
| David C. Merritt | Director | 10,146 | Nov 7, 2025 |
| Long-Term Management Trust Advance | Director, 10% owner | 3,136,511 | Aug 7, 2025 |
| Newhouse Family Holdings, L.P. | Director, 10% owner | – | Aug 7, 2025 |
| Broadcasting Corp Newhouse | Director, 10% owner | 6,273,022 | Aug 7, 2025 |
| Advance Publications, Inc | Director, 10% owner | 3,136,511 | Aug 7, 2025 |
| Partnership Advance/Newhouse | Director, 10% owner | 3,070,712 | Aug 7, 2025 |
| Cox Communications Equity Holdings, Inc. | 10% owner | – | Aug 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark James Greatrex Director | Aug 19, 2026 | Award | +538 | – | – | 1,547 |
| Mark James Greatrex Director | Aug 19, 2026 | Award | +1,009 | – | – | 1,009 |
| Dallas S. Clement Director | Aug 19, 2026 | Award | +538 | – | – | 1,547 |
| Dallas S. Clement Director | Aug 19, 2026 | Award | +1,009 | – | – | 1,009 |
| Alexander Cox Taylor Director | Aug 19, 2026 | Award | +538 | – | – | 6,219 |
| Alexander Cox Taylor Director | Aug 19, 2026 | Award | +1,681 | – | – | 5,681 |
| Broadband Corp Liberty Director, 10% owner | Aug 19, 2026 | Other | −38,583,663 | – | – | 0 |
| Broadband Corp Liberty Director, 10% owner | Aug 13, 2026 | Returned to company | −9,900 | $133.86 | $1.33M | 38,583,663 |
| Broadband Corp Liberty Director, 10% owner | Jul 14, 2026 | Returned to company | −129,907 | $135.88 | $17.65M | 38,593,563 |
| Broadband Corp Liberty Director, 10% owner | Jun 11, 2026 | Returned to company | −31,315 | $162.86 | $5.10M | 38,723,470 |
| Thomas Rutledge – | May 27, 2026 | Sale | −9,100 | $146.92 | $1.34M | 0 |
| Thomas Rutledge – | May 27, 2026 | Sale | −9,100 | $146.96 | $1.34M | 0 |
| Thomas Rutledge – | May 26, 2026 | Sale | −69,633 | $144.45 | $10.06M | 3,968 |
| Mauricio Ramos Director | May 15, 2026 | Buy | +9,929 | $140.93 | $1.40M | 19,309 |
| Broadband Corp Liberty Director, 10% owner | May 12, 2026 | Returned to company | −1,262,078 | $204.33 | $257.88M | 38,754,785 |
| Wade Davis Director | Apr 28, 2026 | Buy | +5,728 | $173.72 | $995.07K | 6,925 |
| Balan Nair Director | Apr 28, 2026 | Buy | +1,000 | $175.46 | $175.46K | 12,029 |
| Christopher L. Winfrey President and CEO, Director | Apr 28, 2026 | Buy | +3,468 | $172.23 | $597.29K | 74,409 |
| Christopher L. Winfrey President and CEO, Director | Apr 28, 2026 | Buy | +3,468 | $172.23 | $597.29K | 3,468 |
| Mauricio Ramos Director | Apr 21, 2026 | Award | +918 | – | – | 9,380 |
| Thomas Rutledge – | Apr 21, 2026 | Option exercise | +723,360 | $232.34 | $168.07M | 780,755 |
| Thomas Rutledge – | Apr 21, 2026 | Award | +918 | – | – | 73,112 |
| Thomas Rutledge – | Apr 21, 2026 | Tax withholding | −708,561 | $241.55 | $171.15M | 72,194 |
| Thomas Rutledge – | Apr 21, 2026 | Award | +489 | – | – | 73,601 |
| Thomas Rutledge – | Apr 21, 2026 | Tax withholding | −866,248 | $241.53 | $209.22M | 57,395 |
| Thomas Rutledge – | Apr 21, 2026 | Option exercise | +904,200 | $222.92 | $201.56M | 923,643 |
| Balan Nair Director | Apr 21, 2026 | Award | +489 | – | – | 11,029 |
| Balan Nair Director | Apr 21, 2026 | Award | +918 | – | – | 10,540 |
| Eric Louis Zinterhofer Director | Apr 21, 2026 | Award | +489 | – | – | 53,601 |
| Eric Louis Zinterhofer Director | Apr 21, 2026 | Award | +1,530 | – | – | 53,112 |
| Wade Davis Director | Apr 21, 2026 | Award | +918 | – | – | 1,197 |
| Steven A. Miron Director | Apr 21, 2026 | Award | +489 | – | – | 13,790 |
| Steven A. Miron Director | Apr 21, 2026 | Award | +918 | – | – | 13,301 |
| John D. Markley Jr Director | Apr 21, 2026 | Award | +918 | – | – | 16,669 |
| J. David Wargo Director | Apr 21, 2026 | Award | +918 | – | – | 1,602 |
| Michael A. Newhouse Director | Apr 21, 2026 | Award | +918 | – | – | 6,181 |
| Martin Edward Patterson Director | Apr 21, 2026 | Award | +918 | – | – | 1,602 |
| Carolyn J. Slaski Director | Apr 21, 2026 | Award | +918 | – | – | 2,346 |
| Kim C. Goodman Director | Apr 21, 2026 | Award | +489 | – | – | 9,034 |
| Kim C. Goodman Director | Apr 21, 2026 | Award | +918 | – | – | 8,545 |
| Lance Conn Director | Apr 21, 2026 | Award | +918 | – | – | 8,465 |
| Broadband Corp Liberty Director, 10% owner | Apr 2, 2026 | Returned to company | −643,444 | $221.79 | $142.71M | 40,016,863 |
| Broadband Corp Liberty Director, 10% owner | Mar 12, 2026 | Returned to company | −386,045 | $231.71 | $89.45M | 40,660,307 |
| Kevin D. Howard EVP/CAO/Controller | Mar 2, 2026 | Gift | −737 | – | – | 0 |
| Kevin D. Howard EVP/CAO/Controller | Mar 2, 2026 | Gift | +737 | – | – | 5,482 |
| Wade Davis Director | Jan 27, 2026 | Award | +279 | – | – | 279 |
| Richard J. DiGeronimo President-Product & Technology | Jan 16, 2026 | Tax withholding | −845 | $191.77 | $162.05K | 8,665 |
| Richard J. DiGeronimo President-Product & Technology | Jan 16, 2026 | Option exercise | +2,581 | – | – | 9,510 |
| Richard Adam Ray EVP, Chief Commercial Officer | Jan 16, 2026 | Tax withholding | −288 | $191.77 | $55.23K | 1,631 |
| Richard Adam Ray EVP, Chief Commercial Officer | Jan 16, 2026 | Option exercise | +774 | – | – | 1,919 |
| Kevin D. Howard EVP/CAO/Controller | Jan 16, 2026 | Option exercise | +387 | – | – | 841 |
| Kevin D. Howard EVP/CAO/Controller | Jan 16, 2026 | Tax withholding | −104 | $191.77 | $19.94K | 737 |
| Jessica M. Fischer Chief Financial Officer | Jan 16, 2026 | Option exercise | +1,420 | – | – | 3,036 |
| Jessica M. Fischer Chief Financial Officer | Jan 16, 2026 | Tax withholding | −490 | $191.77 | $93.97K | 2,546 |
| Christopher L. Winfrey President and CEO, Director | Jan 15, 2026 | Tax withholding | −23,366 | $194.61 | $4.55M | 70,941 |
| Christopher L. Winfrey President and CEO, Director | Jan 15, 2026 | Option exercise | +24,064 | $183.87 | $4.42M | 94,307 |
| Kevin D. Howard EVP/CAO/Controller | Jan 15, 2026 | Option exercise | +6,131 | $183.87 | $1.13M | 6,363 |
| Kevin D. Howard EVP/CAO/Controller | Jan 15, 2026 | Tax withholding | −5,909 | $194.61 | $1.15M | 454 |
| Broadband Corp Liberty Director, 10% owner | Jan 14, 2026 | Returned to company | −484,708 | $206.31 | $100.00M | 41,046,352 |
| Broadband Corp Liberty Director, 10% owner | Dec 11, 2025 | Returned to company | −481,371 | $207.74 | $100.00M | 41,531,060 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. David Wargo former Director | Aug 28, 2026 | 1,140 | $169.08K | Aug 28, 2026 | shares exchanged in Merger |
| J. David Wargo former Director | Aug 27, 2026 | 1,933 | $290.37K | Aug 27, 2026 | shares exchanged in Merger |
| Thomas Rutledge Officer, Director | May 27, 2026 | 18,200 | $2.68M | May 27, 2026 | Gift |
| Thomas Rutledge Director | May 27, 2026 | 150,958 | $21.73M | May 27, 2026 | Stock Award |
| Thomas Rutledge Director | May 26, 2026 | 69,633 | $10.06M | May 26, 2026 | Restricted Stock Vesting |
| Thomas Rutledge Officer | Mar 5, 2026 | 25,000 | $5.75M | Mar 5, 2026 | Stock Award |
| Merritt David Director | Nov 4, 2025 | 1,200 | $266.05K | Nov 5, 2025 | In Lieu of Service |
| Thomas Rutledge Director | May 30, 2025 | 20,000 | $7.90M | May 30, 2025 | Stock Award |
| Richard J. DiGeronimo Officer | May 16, 2025 | 1,551 | $657.32K | May 16, 2025 | Option Granted - 01/15/2019 |
| Thomas Rutledge Director | Nov 14, 2024 | 15,000 | $6.00M | Nov 14, 2024 | Stock Award |
| Craig A. Jacobson Director | May 22, 2024 | 971 | $267.13K | May 22, 2024 | Restricted Stock Award |
| David Ellen Officer | May 17, 2024 | 6,235 | $1.71M | May 17, 2024 | Restricted Stock Vesting |
| Craig A. Jacobson Director | Feb 28, 2024 | 918 | $265.30K | Feb 28, 2024 | Restricted Stock Award |
| Thomas Rutledge Officer | Nov 16, 2023 | 132,798 | $55.02K | Nov 16, 2023 | Stock Award |
| Thomas Rutledge Officer | Nov 16, 2023 | 17,493 | $7.26M | Nov 16, 2023 | Gift |