Miller Howard Investments Inc holds a diversified book of 152 stocks worth $3.8B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened McDonald's Corp and trimmed Johnson & Johnson. Their largest long position is MPLX LP at 3% of the equity book.
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
Other tracked managers holding the same core names as Miller Howard Investments Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 78 / 80 | $137.8B |
| MORGAN STANLEY | 78 / 80 | $116.9B |
| FMR LLC | 78 / 80 | $103.6B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $81.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $57.0B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $55.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 78 / 80 | $43.3B |
| UBS Group AG | 78 / 80 | $38.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Miller Howard Investments Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
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 | $131.0M | 2.33M | 3.5% | ▲+3.8% Added · +86K sh | |
| 2 | Enterprise Prods Partners L P COM | $118.1M | 3.21M | 3.1% | ▲+1.6% Added · +52K sh | |
| 3 | Johnson & Johnson Com COM | $102.5M | 403.5K | 2.7% | ▼−0.2% Reduced · −772 sh | |
| 4 | Energy Transfer L P Com Ut Ltd COM | $101.6M | 5.31M | 2.7% | ▲+1.9% Added · +98K sh | |
| 5 | Abbvie Inc Com COM | $99.8M | 396.7K | 2.6% | ▼−0.3% Reduced · −1K sh | |
| 6 | State STR Corp Com COM | $85.4M | 503.3K | 2.3% | ▼−15% Reduced · −92K sh | |
| 7 | TC Energy Corp Com COM | $84.2M | 1.27M | 2.2% | ▼−1.9% Reduced · −24K sh | |
| 8 | East West Bancorp Inc Com COM | $79.1M | 612.5K | 2.1% | ▲~0% Added · +6 sh | |
| 9 | Exelon Corp Com COM | $75.5M | 1.62M | 2.0% | ▼−3.8% Reduced · −65K sh | |
| 10 | Lamar Advertising Co New CL A COM | $73.2M | 469.5K | 1.9% | ▲+0.3% Added · +1K sh | |
| 11 | Western Midstream Partners LP COM | $72.2M | 1.65M | 1.9% | ▲+4.0% Added · +64K sh | |
| 12 | Entergy Corp New Com COM | $72.1M | 627.7K | 1.9% | ▲+1.4% Added · +9K sh | |
| 13 | Williams Cos Inc Com COM | $67.3M | 905.9K | 1.8% | ▲+4.1% Added · +36K sh | |
| 14 | Cisco Sys Inc Com COM | $66.7M | 568.3K | 1.8% | ▼−1.0% Reduced · −6K sh | |
| 15 | Medtronic PLC SHS COM | $66.6M | 851.5K | 1.8% | ▲+19% Added · +137K sh | |
| 16 | Plains All Amern Pipeline L P COM | $66.6M | 2.99M | 1.8% | ▲+6.8% Added · +191K sh | |
| 17 | Citigroup Inc Com New COM | $66.0M | 471.3K | 1.8% | ▲+0.3% Added · +1K sh | |
| 18 | Sunoco Lp/sunoco Fin Corp Com COM | $65.8M | 974.1K | 1.7% | ▲+19% Added · +158K sh | |
| 19 | Targa Res Corp Com COM | $64.9M | 241.9K | 1.7% | ▲+4.9% Added · +11K sh | |
| 20 | M & T BK Corp Com COM | $63.3M | 265.8K | 1.7% | ▲+25% Added · +53K sh | |
| 21 | Enbridge Inc Com COM | $63.2M | 1.17M | 1.7% | ▼−0.3% Reduced · −4K sh | |
| 22 | ConocoPhillips Com COM | $63.2M | 607.8K | 1.7% | ▼−0.3% Reduced · −2K sh | |
| 23 | GSK PLC Sponsored ADR ADR | $62.0M | 1.18M | 1.6% | ▼−27% Reduced · −447K sh | |
| 24 | Bank America Corp Com COM | $59.2M | 1.04M | 1.6% | ▲+0.1% Added · +2K sh | |
| 25 | US Bancorp Del Com New COM | $58.8M | 972.9K | 1.6% | ▲+22% Added · +177K sh | |
| 26 | Hess Midstream LP CL A SHS COM | $58.6M | 1.56M | 1.6% | ▲+4.4% Added · +66K sh | |
| 27 | Host Hotels & Resorts Inc Com COM | $57.3M | 2.42M | 1.5% | ▲~0% Added · +673 sh | |
| 28 | Snap On Inc Com COM | $56.7M | 140.9K | 1.5% | ▼−0.1% Reduced · −203 sh | |
| 29 | Verizon Communications Inc Com COM | $56.7M | 1.34M | 1.5% | ▲+22% Added · +241K sh | |
| 30 | Canadian Nat Res Ltd Com COM | $56.6M | 1.43M | 1.5% | ▼−0.4% Reduced · −6K sh | |
| 31 | Kinder Morgan Inc Del Com COM | $56.5M | 1.77M | 1.5% | ▼−3.1% Reduced · −57K sh | |
| 32 | Goldman Sachs Group Inc Com COM | $54.1M | 53.5K | 1.4% | ▼−0.6% Reduced · −340 sh | |
| 33 | McDonald's Corp COM | $52.9M | 195.8K | 1.4% | ▲New New position | |
| 34 | Texas Instrs Inc Com COM | $52.7M | 176.7K | 1.4% | ▲+0.2% Added · +376 sh | |
| 35 | Equity Lifestyle Properties In COM | $51.1M | 792.5K | 1.4% | ▼−0.9% Reduced · −7K sh | |
| 36 | Phillips 66 Com COM | $49.6M | 293.1K | 1.3% | ▼−0.4% Reduced · −1K sh | |
| 37 | Gilead Sciences Inc Com COM | $49.5M | 392.1K | 1.3% | ▼−0.3% Reduced · −1K sh | |
| 38 | Paychex Inc Com COM | $49.5M | 503.6K | 1.3% | ▲+17% Added · +73K sh | |
| 39 | Regions Financial Corp New Com COM | $48.4M | 1.60M | 1.3% | ▲+0.7% Added · +11K sh | |
| 40 | Coca Cola Co Com COM | $48.2M | 593.1K | 1.3% | ▲+83% Added · +270K sh | |
| 41 | Old Rep Intl Corp Com COM | $45.5M | 1.11M | 1.2% | ▼−33% Reduced · −548K sh | |
| 42 | Hormel Foods Corp COM | $43.7M | 1.76M | 1.2% | ▲+24% Added · +337K sh | |
| 43 | CMS Energy Corp Com COM | $43.7M | 571.2K | 1.2% | ▲+1.4% Added · +8K sh | |
| 44 | Omnicom Group Inc Com COM | $42.3M | 580.2K | 1.1% | ▼−0.3% Reduced · −2K sh | |
| 45 | Eastman Chem Co Com COM | $40.4M | 603.1K | 1.1% | ▲+0.5% Added · +3K sh | |
| 46 | Cheniere Energy Inc Com New COM | $39.7M | 166.1K | 1.1% | ▲+0.7% Added · +1K sh | |
| 47 | Nutrien Ltd Com COM | $38.3M | 608.1K | 1.0% | ▼−0.3% Reduced · −2K sh | |
| 48 | Cme Group Inc Com COM | $35.2M | 159.4K | 0.9% | ▼−18% Reduced · −36K sh | |
| 49 | Oge Energy Corp Com COM | $34.3M | 705.9K | 0.9% | ▲+0.1% Added · +770 sh | |
| 50 | Plains GP Hldgs L P Ltd Partnr COM | $33.9M | 1.40M | 0.9% | ▼−1.9% Reduced · −26K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 152 | $3.8B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.