Charter Communications, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 773 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• MERGER STATUS: Charter and Liberty Broadband entered an Agreement and Plan of Merger on 12 Nov 2024 (Charter, Liberty Broadband, Fusion Merger Sub 1 LLC and Fusion Merger Sub 2 Inc). As of the Q2 2026 10-Q (period 30 Jun 2026, filed 24 Jul 2026), the merger has NOT closed: the 10-Q describes ongoing pre-closing mechanics (monthly Charter repurchases of Class A stock from Liberty Broadband, a floor of 25.25% on Liberty's equity interest in Charter during the pendency of the deal, and a ~$359 million term loan Charter advanced to Liberty Broadband in May 2026) all in the present/future tense as an unconsummated transaction. Liberty Broadband's own Form 4 filings continue through 13 Aug 2026 (six days before this research was run), confirming it is still filing as an independent beneficial owner and the merger had not closed as of that date. So: Liberty Broadband DOES still exist as a separate holder as of the most recent filings, contrary to any assumption that the merger had already completed by Q2 2026; this is a finding, not an assumption carried in from the brief.
• ONE INSTRUMENT, ONE BASIS: this register is denominated in actual, currently outstanding Charter Class A common stock (119,277,492 shares) plus the single outstanding Class B share (119,277,493 total), taken from the Q2 2026 10-Q cover page (30 Jun 2026), which is company.shares_outstanding. This is NOT the same basis as the 2026 DEF 14A's own beneficial-ownership table, which uses 141,178,369 shares, 'including Charter Communications Holdings, LLC (Charter Holdings) common units on an as-if-exchanged basis.' Any percentage quoted directly from the proxy (Liberty Broadband 29.07%, A/N 13.21%, directors/officers group 1.10%) is on that larger, as-if-exchanged denominator and is NOT reused as pct_of_company in this file; every pct_of_company here is independently recomputed against the 119,277,493 actual-shares basis. Liberty Broadband's shares are real, currently outstanding Class A common stock (confirmed via its own Form 4 filings, which title the security 'Class A Common Stock') and are counted normally. A/N's interest is fundamentally different: A/N holds ONE Class B share (a control instrument, not an economic one) plus Charter Holdings, LLC common units, an economic interest in the operating subsidiary that is exchangeable into new Class A shares but is NOT itself a currently outstanding Class A share. Following the brief's rule ('never put a units count against a common-share denominator'), A/N's row carries shares: null and pct_of_company: null, with the real unit-equivalent quantities (15,511,283 vote-equivalent units per the proxy, 18,647,794 per the most recent 13D/A) recorded in its method_note only. This is the same treatment as the Blackstone/Schwarzman Holdings-Partnership-Units case referenced in the chunk prompt.
• SELF-GATE, computed from this final file exactly as the chart computes it: 19 register rows. A/N's row contributes 0 (shares is null). No row has is_aggregate with a named container that any other row rolls up into (the directors/officers aggregate has no separately-itemized members in this file, so it counts at its full stated value, per the brief's own worked example). Summing every remaining row's shares: Liberty Broadband 38,583,663 + Dodge & Cox 15,032,214 + Vanguard family 9,725,783 + BlackRock 7,070,700 + State Street 6,971,723 + First Eagle 3,587,347 + Goldman Sachs 2,787,274 + Invesco 2,776,656 + Geode 2,398,491 + Morgan Stanley 1,826,114 + Dimensional 1,024,659 + JPMorgan 884,933 + Franklin Resources 674,286 + CenterPoint Energy 872,503 + Capital Group 191,600 + T. Rowe Price 127,613 + Harris Associates 96,777 + directors/officers aggregate 1,552,703 = 96,185,039 shares, which is 80.64% of shares_outstanding (119,277,493). This is ABOVE the brief's 55% flag threshold, so it was checked against the three known causes and none was found: (1) NOT a mixed instrument, every institutional row above is the same CUSIP 16119P108 common stock read from each filer's own Q2 2026 13F-HR (CenterPoint's row is sourced to its own 10-Q instead, also common stock, not a derivative), cross-checked at a tightly consistent implied price of approximately $142.20 to $142.30 per share across 15 independent 13F filers (including the T. Rowe Price thousands-conversion check, which lands in the same band and confirms the conversion is correct), and Liberty Broadband's row is independently confirmed as real Class A common stock via its own Form 4, not units; A/N's units-based interest was deliberately EXCLUDED (null), which if anything makes 80.64% a conservative reading, not an inflated one. (2) NOT a mixed basis, every pct_of_company in this file, including Liberty Broadband's and the directors/officers aggregate's, is recomputed against the single 119,277,493-share basis, never against the proxy's own 141,178,369 as-if-exchanged figure or CenterPoint's own ~134.79 million aggregator-estimate figure. (3) NOT a double count: each institutional filer is a distinct CIK reporting its own Section 13(f) position; CenterPoint is a distinct outside corporate holder found via crosscheck.py, not related to any other row; Liberty Broadband and the directors/officers aggregate are non-overlapping (the two officer/directors who are also Liberty's and A/N's board designees, Patterson and Miron, hold only their own small personal share counts in the aggregate, not a restatement of the entity-level Liberty/A/N stakes). The 80.64% concentration is a genuine, sourced feature of this stock: Charter's actual Class A float is small (119.3 million shares) after a decade of aggressive buybacks (the Q2 2026 10-Q states approximately 188.0 million shares and Charter Holdings common units repurchased for approximately $80.6 billion since September 2016), and Liberty Broadband alone holds just under a third of what remains.
• Xumo's equity-method carrying value is a COMBINED balance ($503 million at 31 Dec 2025, $376 million at 31 Dec 2024) that the 10-K states 'primarily' but not exclusively covers Xumo; per the brief's rule this combined figure is not assigned to Xumo specifically and is recorded only in notes and unknowns, with Xumo's holdings-side value_usd left null. A further 'Other investments' bucket ($94 million at 31 Dec 2025, $142 million at 31 Dec 2024) is disclosed with no investee names attached anywhere found and is not assigned to anything.
• Searched the FY2025 10-K and Q2 2026 10-Q for 'MVNO', 'NCTC', 'Cable ONE', and 'MSG' specifically (terms suggested as areas to check): Charter's MVNO arrangement is with Verizon (Spectrum Mobile runs on Verizon's network plus Charter's own network via Spectrum WiFi and CBRS), which is a network-services agreement, not an equity stake, so it is not a holdings-side entry; no hits at all for 'NCTC', 'Cable ONE', or 'MSG' in either filing. The only named equity-method investee found anywhere in either filing is Xumo.
• Implied per-share price check across every institutional 13F row: $142.19 to $142.30 per share for all 15 independent Q2 2026 13F-HR filers checked (Dodge & Cox, Vanguard's 8 entities, BlackRock, State Street, First Eagle, Goldman Sachs, Invesco, Geode, Morgan Stanley, Dimensional, Capital Group, T. Rowe Price, Harris Associates), all dated 30 Jun 2026. JPMorgan's common-stock lines alone imply $146.2/sh, a modest outlier versus the rest of the group; JPMorgan's derivative CHTR-option line (CUSIP 16119P958, 32,100 sh, $4,692,057) was excluded from the common-stock total per the filing.py 13f command's own derivative handling.