Q2 2026 13F · SEC CIK 903947

Miller Howard Investments Inc /ny

Asset managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.8B
Reported positions: 152
Top holdings a year, 3 yrs: +17.4%
Average holding period: 6.5 yrs

Miller Howard Investments Inc /ny is an asset manager that reported 152 positions worth $3.8B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Mplx LP (MPLX, 3.5%), Enterprise Prods Partners L (EPD, 3.1%), Johnson & Johnson (JNJ, 2.7%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Miller Howard Investments Inc /ny holdings largest 50 of 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Miller Howard Investments Inc /ny 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MPLXMplx LP	3.5%	3.5%	2,325,809	+3.8%	$131.0M
EPDEnterprise Prods Partners L	3.1%	3.3%	3,211,891	+1.6%	$118.1M
JNJJohnson & Johnson	2.7%	2.7%	403,524	-0.2%	$102.5M
ETPCEnergy Transfer L P	2.7%	2.8%	5,314,984	+1.9%	$101.6M
ABBVAbbvie Inc	2.6%	2.4%	396,657	-0.3%	$99.8M
STTState Str Corp	2.3%	2.1%	503,296	-15.5%	$85.4M
TRPTc Energy Corp	2.2%	2.2%	1,270,274	-1.9%	$84.2M
EWBCEast West Bancorp Inc	2.1%	1.8%	612,470	+0.0%	$79.1M
EXCExelon Corp	2.0%	2.3%	1,620,430	-3.8%	$75.5M
LAMRLamar Advertising Co	1.9%	1.6%	469,463	+0.3%	$73.2M
WESWestern Midstream Partners LP	1.9%	1.8%	1,648,942	+4.0%	$72.2M
ETREntergy Corp.	1.9%	1.9%	627,738	+1.4%	$72.1M
WMBWilliams Companies	1.8%	1.7%	905,934	+4.1%	$67.3M
CSCOCisco Sys Inc	1.8%	1.2%	568,258	-1.0%	$66.7M
MDTMedtronic PLC	1.8%	1.7%	851,494	+19.1%	$66.6M
PAAPlains All American Pipeline LP	1.8%	1.7%	2,992,424	+6.8%	$66.6M
CCitigroup Inc Com New	1.8%	1.5%	471,274	+0.3%	$66.0M
SUNSunoco Lp/sunoco Fin Corp	1.7%	1.4%	974,109	+19.3%	$65.8M
TRGPTarga Res Corp	1.7%	1.6%	241,917	+4.9%	$64.9M
MTBM & T Bk Corp	1.7%	1.2%	265,769	+24.8%	$63.3M
ENBEnbridge Inc Com	1.7%	1.7%	1,166,580	-0.4%	$63.2M
COPConocophillips	1.7%	2.2%	607,766	-0.3%	$63.2M
GSKGsk PLC	1.6%	2.5%	1,182,068	-27.5%	$62.0M
BACBank of Amer Corp	1.6%	1.4%	1,038,466	+0.2%	$59.2M
USBUS Bancorp Del	1.6%	1.1%	972,853	+22.2%	$58.8M
HESMHess Midstream LP	1.6%	1.6%	1,558,131	+4.4%	$58.6M
HSTHost Hotels and Resorts Inc	1.5%	1.3%	2,418,633	+0.0%	$57.3M
SNASnap-on Inc.	1.5%	1.4%	140,879	-0.1%	$56.7M
VZVerizon Communications Inc Com	1.5%	1.5%	1,338,840	+22.0%	$56.7M
CNQCanadian Nat Res Ltd Med Term Com	1.5%	1.9%	1,433,802	-0.4%	$56.6M
KMIKinder Morgan Inc Del Com	1.5%	1.7%	1,766,361	-3.1%	$56.5M
GSGoldman Sachs Group Inc	1.4%	1.2%	53,517	-0.6%	$54.1M
MCDMcdonalds Corp Com	1.4%	—	195,848	—	$52.9M
TXNTexas Instruments Inc	1.4%	0.9%	176,722	+0.2%	$52.7M
ELSEquity Lifestyle Properties	1.4%	1.4%	792,528	-0.9%	$51.1M
PSXPhillips 66	1.3%	1.5%	293,135	-0.4%	$49.6M
GILDGilead Sciences	1.3%	1.5%	392,122	-0.3%	$49.5M
PAYXPaychex Inc	1.3%	1.1%	503,623	+17.0%	$49.5M
RFRegions Financial Corp New	1.3%	1.1%	1,601,010	+0.7%	$48.4M
KOCoca Cola Co	1.3%	—	593,133	—	$48.2M
ORIOld Rep Intl Corp	1.2%	1.8%	1,110,934	-33.0%	$45.5M
HRLHormel Foods Corp	1.2%	—	1,761,166	—	$43.7M
CMSCms Energy Corp	1.2%	1.2%	571,159	+1.4%	$43.7M
OMCOmnicom Group Inc	1.1%	1.2%	580,248	-0.3%	$42.3M
EMNEastman Chem Co	1.1%	1.3%	603,100	+0.5%	$40.4M
LNGCheniere Energy Inc	1.1%	1.3%	166,050	+0.7%	$39.7M
NTRNutrien Ltd	1.0%	1.3%	608,140	-0.3%	$38.3M
CMECme Group Inc	0.9%	1.6%	159,373	-18.5%	$35.2M
OGEOge Energy Corp	0.9%	—	705,897	—	$34.3M
PAGPPlains Gp Hldgs L P	0.9%	0.9%	1,395,186	-1.9%	$33.9M

What Miller Howard Investments Inc /ny bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.9% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.8B	152
Q1 2026	$3.7B	138
Q4 2025	$3.3B	140
Q3 2025	$3.3B	135
Q2 2025	$3.2B	136
Q1 2025	$3.1B	139
Q4 2024	$3.0B	136
Q3 2024	$3.2B	195
Q2 2024	$3.0B	192
Q1 2024	$3.0B	192
Q4 2023	$2.9B	195
Q3 2023	$2.7B	191

Questions about Miller Howard Investments Inc /ny's portfolio

What stocks does Miller Howard Investments Inc /ny own?

Miller Howard Investments Inc /ny's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 152 positions worth $3.8B. The largest are Mplx LP (MPLX) at 3.5%, Enterprise Prods Partners L (EPD) at 3.1%, Johnson & Johnson (JNJ) at 2.7%, Energy Transfer L P (ETPC) at 2.7% and Abbvie Inc (ABBV) at 2.6%.

What did Miller Howard Investments Inc /ny buy last quarter?

In Q2 2026, Miller Howard Investments Inc /ny added M & T Bk Corp (MTB) (+24.8% shares), US Bancorp Del (USB) (+22.2% shares) and Verizon Communications Inc Com (VZ) (+22.0% shares), compared with its Q1 2026 filing.

What did Miller Howard Investments Inc /ny sell last quarter?

In Q2 2026, Miller Howard Investments Inc /ny cut from its top 50 Bank of New York Mellon Corp (BNY), cut from its top 50 Gap Inc (GPS), cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Genesis Energy L P (GEL), Old Rep Intl Corp (ORI) (-33.0% shares), Gsk PLC (GSK) (-27.5% shares) and Cme Group Inc (CME) (-18.5% shares), compared with its Q1 2026 filing.

How has Miller Howard Investments Inc /ny's portfolio performed?

A portfolio copying Miller Howard Investments Inc /ny's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.9% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Miller Howard Investments Inc /ny's next 13F filing due?

13F filings are due 45 days after each quarter ends. Miller Howard Investments Inc /ny's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.