SCHEDULE: State Street Discloses 5.8% Stake in Charter Communications

State Street Corporation has reported a 5.8% beneficial ownership stake in Charter Communications Inc. common stock.

Summary

• State Street Corporation has filed a Schedule 13G, disclosing its beneficial ownership of common stock in Charter Communications Inc.
• As of September 30, 2025, State Street Corporation beneficially owns 7,962,425 shares of Charter Communications Inc. common stock.
• This ownership represents 5.8% of the class of securities.
• State Street Corporation holds shared voting power over 6,177,357 shares and shared dispositive power over 7,961,695 shares.
• The filing indicates that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of a significant ownership stake by a major institutional investor, which can be viewed as a positive signal of confidence in the issuer, Charter Communications Inc. However, it does not contain performance-related information, so the sentiment is moderately positive due to the nature of the investment disclosure.

Positives

• A major institutional investor, State Street Corporation, holds a significant 5.8% stake in Charter Communications, potentially signaling institutional confidence in the company.

Negatives

• This filing type (Schedule 13G) does not typically contain information that would be categorized as negatives for the issuer.

Risks

• This filing type (Schedule 13G) does not typically detail specific risks related to the issuer's operations or financial health.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding Charter Communications Inc.'s future performance or State Street Corporation's investment strategy beyond the certification of passive holding.

Management Comments

• Elizabeth Schaefer, Senior Vice President, Chief Accounting Officer of State Street Corporation, certified that 'to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.'

Industry Context

Schedule 13G filings are routine disclosures by large institutional investors, such as State Street Corporation, when they acquire more than 5% of a company's voting stock with a passive investment intent. This indicates a significant, but non-controlling, stake in Charter Communications Inc., a major player in the telecommunications and media industry.

Stakeholder Impact

• Shareholders of Charter Communications Inc. may view State Street Corporation's significant stake as a vote of confidence from a major institutional investor.
• The disclosure provides transparency regarding the ownership structure of Charter Communications Inc.

Key Dates

Keywords

Charter Communications Inc., State Street Corporation, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing