Titelia

Fund shareholders of Charter Communications, Inc.

ISIN US16119P1084 · United States · LEI 0J0XRGZE3PBRFEZ7MV65

Fund shareholders
679
Of which ETFs
210 469 other funds
Value held
11.2B $ 414.1M SEK · 8.7M €

679 funds hold this company. This table lists the 677 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fund
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 11,9062.6M $0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,6881.9M $0.02 %as of Apr 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 11,3861.9M $0.02 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,3792.5M $0.03 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 11,3581.9M $0.03 %as of Apr 30, 2026 ↗
VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc 11,2762.4M $1.15 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,0382.4M $0.04 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,0302.4M $0.03 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 10,9532.4M $0.03 %as of Mar 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 10,6942.5M $0.65 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,5011.7M $0.07 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,4512.5M $0.21 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,3392.2M $0.06 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 10,3062.2M $0.09 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 10,2322.4M $0.04 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 10,0012.2M $0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 9,7231.6M $0.10 %as of Apr 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 9,7202.1M $0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 9,5302.1M $0.59 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 9,2892M $0.04 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 9,11918.8M SEK0.04 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 8,9451.5M $0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 8,8881.9M $0.03 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 8,7711.9M $0.03 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 8,5321.8M $0.03 %as of Mar 31, 2026 ↗
AMG Veritas Global Real Return Fund AMG Funds I 8,4981.8M $2.12 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 8,3521.8M $0.06 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 8,0791.3M $0.07 %as of Apr 30, 2026 ↗
HIGH INCOME OPPORTUNITIES PORTFOLIO High Income Opportunities Portfolio 8,0001.3M $0.07 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 7,9311.9M $0.12 %as of Feb 28, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 7,8971.7M $0.65 %as of Mar 31, 2026 ↗
Pacer Trendpilot 100 ETF Pacer Funds Trust 7,7021.3M $0.10 %as of Apr 30, 2026 ↗
Nasdaq-100 Index Fund VALIC Co I 7,6011.8M $0.16 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 7,5941.8M $0.03 %as of Feb 28, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 7,51915.5M SEK0.05 %as of Mar 31, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 7,3551.2M $0.07 %as of Apr 30, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 7,3161.2M $0.02 %as of Apr 30, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 7,3001.6M $4.37 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 7,2921.7M $0.03 %as of Feb 28, 2026 ↗
Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust 7,2241.6M $1.92 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 7,1661.2M $0.02 %as of Apr 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 7,1091.7M $0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,0251.2M $0.04 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,9151.5M $0.09 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,7761.6M $0.03 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 6,7641.6M $0.03 %as of Feb 28, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 6,6661.4M $0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 6,6661.1M $0.02 %as of Apr 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 6,66413.7M SEK0.02 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,6481.4M $0.03 %as of Mar 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,6431.1M $0.04 %as of Apr 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 6,6221.4M $0.04 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 6,5481.4M $0.14 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,4161.5M $0.03 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,3121.4M $0.09 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 6,2471.5M $0.03 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 6,0671.3M $0.03 %as of Mar 31, 2026 ↗
Capital Group U.S. Large Value ETF Capital Group Equity ETF Trust I 6,0291.4M $1.57 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,022994.7K $0.12 %as of Apr 30, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 5,9861.3M $2.15 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 5,8841.3M $0.05 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 5,821961.5K $0.02 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 5,7931.3M $0.05 %as of Mar 31, 2026 ↗
ULTRANASDAQ-100 PROFUND ProFunds 5,706942.5K $0.07 %as of Apr 30, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 5,6621.2M $0.13 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 5,653933.7K $0.21 %as of Apr 30, 2026 ↗
Fidelity OTC K6 Portfolio Fidelity Securities Fund 5,443899K $0.03 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,311877.2K $0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,2641.1M $0.04 %as of Mar 31, 2026 ↗
NASDAQ-100(R) 2x Strategy Fund Rydex Dynamic Funds 5,2101.1M $0.10 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,0501.1M $0.09 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 5,04310.4M SEK0.04 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,0091.1M $0.03 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 4,9621.1M $0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 4,860802.7K $0.11 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 4,845800.2K $0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 4,7281M $0.07 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 4,671771.5K $0.02 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,6371M $0.03 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 4,609761.3K $0.02 %as of Apr 30, 2026 ↗
Monthly Rebalance NASDAQ-100 2x Strategy Fund Rydex Series Funds 4,603993.7K $0.12 %as of Mar 31, 2026 ↗
CVT Nasdaq-100 Index Portfolio Calvert Variable Trust, Inc. 4,575987.7K $0.15 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 4,527977.3K $0.04 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 4,460962.8K $0.42 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 4,459736.5K $0.02 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 4,4511M $0.03 %as of Feb 28, 2026 ↗
COMMUNICATION SERVICES ULTRASECTOR PROFUND ProFunds 4,405727.6K $1.96 %as of Apr 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 4,4001M $0.13 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,365942.3K $0.15 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,324933.5K $0.05 %as of Mar 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 4,311930.7K $0.19 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 4,2608.8M SEK0.02 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 4,253918.1K $0.04 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 4,232993K $0.03 %as of Feb 28, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 4,220697K $0.03 %as of Apr 30, 2026 ↗
Muirfield Fund Meeder Funds 4,201906.9K $0.08 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 4,158897.6K $0.20 %as of Mar 31, 2026 ↗
DF Tactical Momentum Fund Northern Lights Fund Trust 4,148895.5K $1.92 %as of Mar 31, 2026 ↗
First Trust Bloomberg Shareholder Yield ETF First Trust Exchange-Traded Fund VI 4,111887.5K $5.10 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,085881.9K $0.14 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
First Trust Bloomberg Shareholder Yield ETF First Trust Exchange-Traded Fund VI 5.10 %as of Mar 31, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 4.37 %as of Mar 31, 2026 ↗
PROFUND VP COMMUNICATION SERVICES ProFunds 4.25 %as of Mar 31, 2026 ↗
God Bless America ETF Tidal Trust I 4.15 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Communication Services ETF Invesco Exchange-Traded Fund Trust 3.39 %as of Apr 30, 2026 ↗
iShares U.S. Telecommunications ETF iShares Trust 3.35 %as of Mar 31, 2026 ↗
Telecommunications Fund Rydex Variable Trust 2.83 %as of Mar 31, 2026 ↗
Telecommunications Fund Rydex Series Funds 2.76 %as of Mar 31, 2026 ↗
State Street(R) Communication Services Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 2.55 %as of Mar 31, 2026 ↗
Hennessy Sustainable ETF Hennessy Funds Trust 2.23 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2642+4553,792,426-2.1 %
2026Q1597-9354,954,587+9.2 %
2025Q4690-4550,324,580-2.3 %
2025Q3735+4351,503,188-2.6 %
2025Q2692+4252,862,431+9.4 %
2025Q1650-1248,332,128-1.8 %
2024Q4662+1849,232,586-5.5 %
2024Q3644-1252,120,727+3.6 %
2024Q2656-5950,291,467+13.7 %
2024Q1715-944,236,645-2.1 %
2023Q472445,166,332

Institutional managers

778 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Dodge & Cox14,627,2093.2B $as of Mar 31, 2026
STATE STREET CORP8,194,7291.8B $as of Mar 31, 2026
BlackRock, Inc.6,989,8231.5B $as of Mar 31, 2026
Capital Research Global Investors5,293,5451.1B $as of Mar 31, 2026
HARRIS ASSOCIATES L P3,989,043861.2M $as of Mar 31, 2026
First Eagle Investment Management, LLC3,580,160772.9M $as of Mar 31, 2026
Invesco Ltd.2,935,823633.8M $as of Mar 31, 2026
FRANKLIN RESOURCES INC2,645,023571M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,449,291527.2M $as of Mar 31, 2026
MORGAN STANLEY1,939,463418.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,701,162367.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,510,030326M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,448,399320M $as of Mar 31, 2026
UBS Group AG1,204,158260M $as of Mar 31, 2026
Veritas Asset Management LLP1,113,053240.3M $as of Mar 31, 2026
Capital International Investors1,001,011216.1M $as of Mar 31, 2026
Lind Value II ApS936,751202.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC908,766196.2M $as of Mar 31, 2026
NORTHERN TRUST CORP842,705181.9M $as of Mar 31, 2026
BARCLAYS PLC739,580159.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/731,708158M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC700,283151.2M $as of Mar 31, 2026
Cryder Capital Partners LLP641,694138.5M $as of Mar 31, 2026
Allianz Asset Management GmbH571,045123.3M $as of Mar 31, 2026
Rothschild & Co Wealth Management UK Ltd563,266121.6M $as of Mar 31, 2026

Declared shareholders of Charter Communications, Inc.

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 4.70 %6,575,818as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Charter Communications, Inc.

11 funds declare 11 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

Cite this page

Titelia. "Fund shareholders of Charter Communications, Inc.". https://titelia.com/en/stocks/charter-communications-inc-US16119P1084