Miller Howard Investments Inc holds a diversified book of 138 stocks worth $3.7B as of Q1 2026 (disclosed Apr 20, 2026, a ~45-day 13F lag). This quarter they opened Snap-On Inc and trimmed MPLX LP. Their largest long position is MPLX LP at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/903947/holdings"
Use Arkolith to show MILLER HOWARD INVESTMENTS INC /NY's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | MPLX LP Com Unit Rep Ltd COM | $127.8M | 2.24M | 3.5% | ▼−3.3% Reduced · −76K sh | |
| 2 | Enterprise Prods Partners L P COM | $119.6M | 3.16M | 3.3% | ▲+1.5% Added · +48K sh | |
| 3 | Energy Transfer L P Com Ut Ltd COM | $100.7M | 5.22M | 2.8% | ▼−0.2% Reduced · −12K sh | |
| 4 | Johnson & Johnson Com COM | $98.8M | 404.3K | 2.7% | ▼−21% Reduced · −108K sh | |
| 5 | GSK PLC Sponsored ADR ADR | $89.9M | 1.63M | 2.5% | ▼−0.8% Reduced · −13K sh | |
| 6 | Abbvie Inc Com COM | $86.6M | 398.0K | 2.4% | ▼−0.8% Reduced · −3K sh | |
| 7 | Exelon Corp Com COM | $82.6M | 1.69M | 2.3% | ▲+17% Added · +242K sh | |
| 8 | TC Energy Corp Com COM | $81.0M | 1.29M | 2.2% | ▲+14% Added · +159K sh | |
| 9 | ConocoPhillips Com COM | $80.5M | 609.9K | 2.2% | ▲+7.5% Added · +42K sh | |
| 10 | State STR Corp Com COM | $75.4M | 595.6K | 2.1% | ▼−0.7% Reduced · −4K sh | |
| 11 | Canadian Nat Res Ltd Com COM | $70.2M | 1.44M | 1.9% | ▲+4.0% Added · +56K sh | |
| 12 | Entergy Corp New Com COM | $69.6M | 619.2K | 1.9% | ▲+0.1% Added · +523 sh | |
| 13 | Old Rep Intl Corp Com COM | $66.2M | 1.66M | 1.8% | ▼−17% Reduced · −337K sh | |
| 14 | East West Bancorp Inc Com COM | $65.4M | 612.5K | 1.8% | ▼−1.0% Reduced · −6K sh | |
| 15 | Western Midstream Partners LP COM | $65.3M | 1.58M | 1.8% | ▲+6.3% Added · +94K sh | |
| 16 | Enbridge Inc Com COM | $63.4M | 1.17M | 1.7% | ▲+6.5% Added · +71K sh | |
| 17 | Williams Cos Inc Com COM | $63.3M | 870.1K | 1.7% | ▼−8.5% Reduced · −80K sh | |
| 18 | Plains All Amern Pipeline L P COM | $62.6M | 2.80M | 1.7% | ▼−1.9% Reduced · −53K sh | |
| 19 | Medtronic PLC SHS COM | $61.9M | 714.8K | 1.7% | ▼−1.3% Reduced · −9K sh | |
| 20 | Kinder Morgan Inc Del Com COM | $61.1M | 1.82M | 1.7% | ▲+3.2% Added · +57K sh | |
| 21 | Lamar Advertising Co New CL A COM | $59.3M | 468.0K | 1.6% | ▲+48% Added · +153K sh | |
| 22 | Hess Midstream LP CL A SHS COM | $58.0M | 1.49M | 1.6% | ▲+3.1% Added · +46K sh | |
| 23 | Targa Res Corp Com COM | $57.8M | 230.6K | 1.6% | ▲+37% Added · +63K sh | |
| 24 | Cme Group Inc Com COM | $57.7M | 195.4K | 1.6% | ▲54× Added · +192K sh | |
| 25 | Verizon Communications Inc Com COM | $55.1M | 1.10M | 1.5% | ▲+37% Added · +297K sh | |
| 26 | Gilead Sciences Inc Com COM | $54.8M | 393.2K | 1.5% | ▼−40% Reduced · −262K sh | |
| 27 | Phillips 66 Com COM | $53.6M | 294.2K | 1.5% | ▲+1.2% Added · +3K sh | |
| 28 | Citigroup Inc Com New COM | $53.3M | 470.0K | 1.5% | ▼−20% Reduced · −117K sh | |
| 29 | Sunoco Lp/sunoco Fin Corp Com COM | $53.0M | 816.2K | 1.4% | ▲+18% Added · +127K sh | |
| 30 | Snap On Inc Com COM | $51.2M | 141.1K | 1.4% | ▲New New position | |
| 31 | Bank America Corp Com COM | $50.5M | 1.04M | 1.4% | ▼−1.1% Reduced · −11K sh | |
| 32 | Equity Lifestyle Properties In COM | $49.9M | 800.0K | 1.4% | ▲+23% Added · +151K sh | |
| 33 | Cheniere Energy Inc Com New COM | $46.8M | 164.9K | 1.3% | ▲+2.9% Added · +5K sh | |
| 34 | Host Hotels & Resorts Inc Com COM | $46.3M | 2.42M | 1.3% | ▲+4.5% Added · +104K sh | |
| 35 | Nutrien Ltd Com COM | $46.0M | 610.1K | 1.3% | ▼~0% Reduced · −237 sh | |
| 36 | Eastman Chem Co Com COM | $45.8M | 600.4K | 1.3% | ▲+8.1% Added · +45K sh | |
| 37 | Goldman Sachs Group Inc Com COM | $45.6M | 53.9K | 1.2% | ▼−1.7% Reduced · −953 sh | |
| 38 | Bank New York Mellon Corp Com COM | $45.1M | 379.9K | 1.2% | ▼−1.6% Reduced · −6K sh | |
| 39 | Cisco Sys Inc Com COM | $44.5M | 574.1K | 1.2% | ▼−53% Reduced · −660K sh | |
| 40 | M & T BK Corp Com COM | $44.0M | 213.0K | 1.2% | ▲+0.2% Added · +510 sh | |
| 41 | Omnicom Group Inc Com COM | $43.8M | 582.0K | 1.2% | ▲+1.2% Added · +7K sh | |
| 42 | CMS Energy Corp Com COM | $43.7M | 563.1K | 1.2% | ▼−2.5% Reduced · −14K sh | |
| 43 | Regions Financial Corp New Com COM | $41.5M | 1.59M | 1.1% | ▲+0.3% Added · +5K sh | |
| 44 | US Bancorp Del Com New COM | $41.4M | 796.3K | 1.1% | ▲+0.4% Added · +3K sh | |
| 45 | Gap Inc COM | $41.2M | 1.70M | 1.1% | ▲+112% Added · +901K sh | |
| 46 | Paychex Inc Com COM | $39.7M | 430.5K | 1.1% | ▲+14% Added · +51K sh | |
| 47 | Comcast Corp New CL A COM | $36.7M | 1.28M | 1.0% | ▲+41% Added · +369K sh | |
| 48 | Genesis Energy L P Unit Ltd Pa COM | $35.3M | 1.98M | 1.0% | ▲~0% Added · +565 sh | |
| 49 | Plains GP Hldgs L P Ltd Partnr COM | $34.5M | 1.42M | 0.9% | ▲+26% Added · +291K sh | |
| 50 | Texas Instrs Inc Com COM | $34.2M | 176.3K | 0.9% | ▼−0.8% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 138 | $3.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 140 | $3.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 135 | $3.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 136 | $3.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 139 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 136 | $3.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 195 | $3.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 192 | $3.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 12, 2024 | 192 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 195 | $2.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 18, 2023 | 191 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 21, 2023 | 191 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 3, 2023 | 192 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 198 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 191 | $2.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 26, 2022 | 194 | $2.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 21, 2022 | 147 | $2.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 148 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 21, 2021 | 142 | $2.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 4, 2021 | 140 | $2.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 16, 2021 | 141 | $2.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 27, 2021 | 147 | $2.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 30, 2020 | 142 | $1.9B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 29, 2020 | 133 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.