Funds › Miller Howard Investments Inc
Miller Howard Investments Inc
13F for Q3 2026, filed Oct 26, 2026. 159 positions worth $3.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 26, 2026
Reported value
$3.7B
−$50.1M (1.3%) vs Q2 2026
Positions
159
152 in Q2 2026
Top 10 share
24.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Miller Howard Investments Inc in the latest 13F quarter?
Using 13F.ai, how has Miller Howard Investments Inc's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Miller Howard Investments Inc's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MPLX Mplx LP · Comm | 2.32M | $130.5M | 3.5% | -0.4% | 13F ↗ |
| 2 | EPD Enterprise Products Partners L.P. | 3.34M | $119.1M | 3.2% | +4.1% | 13F ↗ |
| 3 | ET Energy Transfer LP · Com Ut Ltd Ptn | 5.68M | $112.3M | 3.0% | +6.9% | 13F ↗ |
| 4 | TRP TC Energy Corporation | 1.48M | $85.5M | 2.3% | +16.5% | 13F ↗ |
| 5 | JNJ Johnson & Johnson | 317,257 | $84.0M | 2.3% | -21.4% | 13F ↗ |
| 6 | ABBV AbbVie Inc. | 295,568 | $77.3M | 2.1% | -25.5% | 13F ↗ |
| 7 | WES Western Midstream Partners, LP · Units | 1.71M | $75.9M | 2.0% | +3.7% | 13F ↗ |
| 8 | EWBC East West Bancorp, Inc. | 606,850 | $75.2M | 2.0% | -0.9% | 13F ↗ |
| 9 | MDT Medtronic plc. | 848,325 | $73.2M | 2.0% | -0.4% | 13F ↗ |
| 10 | SUN Sunoco LP · Lp | 977,324 | $71.2M | 1.9% | +0.3% | 13F ↗ |
| 11 | PAA Plains All American Pipeline, L.P. · Units | 3.00M | $71.0M | 1.9% | +0.1% | 13F ↗ |
| 12 | TRGP Targa Resources, Inc. | 252,460 | $68.2M | 1.8% | +4.4% | 13F ↗ |
| 13 | LAMR Lamar Advertising Company | 465,454 | $67.1M | 1.8% | -0.9% | 13F ↗ |
| 14 | STT State Street Corporation | 374,541 | $65.4M | 1.8% | -25.6% | 13F ↗ |
| 15 | WMB Williams Companies, Inc. | 946,256 | $64.3M | 1.7% | +4.5% | 13F ↗ |
| 16 | CNQ Canadian Natural Resources Limited | 1.36M | $64.1M | 1.7% | -5.1% | 13F ↗ |
| 17 | EXC Exelon Corporation | 1.57M | $63.6M | 1.7% | -2.9% | 13F ↗ |
| 18 | ETR Entergy Corporation | 624,746 | $62.0M | 1.7% | -0.5% | 13F ↗ |
| 19 | VZ Verizon Communications Inc. | 1.34M | $61.3M | 1.6% | -0.2% | 13F ↗ |
| 20 | C Citigroup, Inc. | 468,713 | $60.7M | 1.6% | -0.5% | 13F ↗ |
| 21 | CSCO Cisco Systems, Inc. | 563,082 | $60.6M | 1.6% | -0.9% | 13F ↗ |
| 22 | COP ConocoPhillips | 475,944 | $59.6M | 1.6% | -21.7% | 13F ↗ |
| 23 | HESM Hess Midstream LP | 1.59M | $59.3M | 1.6% | +1.8% | 13F ↗ |
| 24 | GILD Gilead Sciences, Inc. | 389,619 | $58.1M | 1.6% | -0.6% | 13F ↗ |
| 25 | MTB M&T Bank Corporation | 263,177 | $57.3M | 1.5% | -1.0% | 13F ↗ |
| 26 | GSK GSK plc · ADR | 1.17M | $56.6M | 1.5% | -0.7% | 13F ↗ |
| 27 | ENB Enbridge Inc | 1.21M | $56.4M | 1.5% | +4.0% | 13F ↗ |
| 28 | BAC Bank of America Corporation | 1.03M | $55.9M | 1.5% | -1.0% | 13F ↗ |
| 29 | USB U.S. Bancorp | 964,084 | $55.7M | 1.5% | -0.9% | 13F ↗ |
| 30 | KMI Kinder Morgan, Inc. | 1.84M | $55.6M | 1.5% | +4.4% | 13F ↗ |
| 31 | PSX Phillips 66 | 216,695 | $55.3M | 1.5% | -26.1% | 13F ↗ |
| 32 | PAYX Paychex, Inc. | 516,109 | $50.8M | 1.4% | +2.5% | 13F ↗ |
| 33 | SNA Snap-On Incorporated | 139,212 | $50.6M | 1.4% | -1.2% | 13F ↗ |
| 34 | CME CME Group Inc. | 192,542 | $50.4M | 1.4% | +20.8% | 13F ↗ |
| 35 | KO Coca-Cola Company | 585,636 | $50.4M | 1.4% | -1.3% | 13F ↗ |
| 36 | TXN Texas Instruments Incorporated | 174,862 | $49.0M | 1.3% | -1.1% | 13F ↗ |
| 37 | GS Goldman Sachs Group, Inc. | 52,804 | $47.5M | 1.3% | -1.3% | 13F ↗ |
| 38 | LNG Cheniere Energy, Inc. | 172,915 | $46.5M | 1.3% | +4.1% | 13F ↗ |
| 39 | GAP Gap, Inc. | 2.00M | $45.7M | 1.2% | +23.1% | 13F ↗ |
| 40 | ELS Equity Lifestyle Properties, Inc. | 773,322 | $45.1M | 1.2% | -2.4% | 13F ↗ |
| 41 | SUNC SunocoCorp LLC · Com Shs Llc | 613,791 | $44.9M | 1.2% | +152% | 13F ↗ |
| 42 | RF Regions Financial Corporation | 1.59M | $42.7M | 1.1% | -0.9% | 13F ↗ |
| 43 | OMC Omnicom Group Inc. | 575,810 | $42.4M | 1.1% | -0.8% | 13F ↗ |
| 44 | NTR Nutrien Ltd. | 601,814 | $42.3M | 1.1% | -1.0% | 13F ↗ |
| 45 | BRX Brixmor Property Group Inc. | 1.52M | $41.8M | 1.1% | +114% | 13F ↗ |
| 46 | ORI Old Republic International Corporation | 1.10M | $41.1M | 1.1% | -0.9% | 13F ↗ |
| 47 | MCD McDonald's Corporation | 155,676 | $36.0M | 1.0% | -20.5% | 13F ↗ |
| 48 | PAGP Plains GP Holdings, L.P. · Ltd Partnr Int A | 1.38M | $35.8M | 1.0% | -0.9% | 13F ↗ |
| 49 | CMS CMS Energy Corporation | 547,734 | $34.6M | 0.9% | -4.1% | 13F ↗ |
| 50 | HRL Hormel Foods Corporation | 1.66M | $33.1M | 0.9% | -5.8% | 13F ↗ |
Showing the top 50 of 159 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
19 new, 74 added to, 59 trimmed, 12 exited, 7 unchanged. By estimated dollars.
New positions (19)
| NVS Novartis AG · ADR | 229,623 | New | $32.7M |
| OKE ONEOK, Inc. | 369,780 | New | $31.5M |
| HD Home Depot, Inc. | 106,152 | New | $30.2M |
| REG Regency Centers Corporation | 300,043 | New | $21.6M |
| Invesco Exchange Traded Fd T S&P500 Eql Dis | 177,319 | New | $9.2M |
| iShares Tr Glob Hlthcre Etf | 86,136 | New | $8.8M |
| Select Sector Spdr Tr St Str Discr Etf | 63,572 | New | $6.9M |
| PR Permian Resources Corporation | 181,473 | New | $3.8M |
| PTEN Patterson-UTI Energy, Inc. | 255,108 | New | $2.8M |
| Fidelity Covington Trust Msci Utils Index | 31,234 | New | $1.6M |
Added to (74)
| SUNC SunocoCorp LLC · Com Shs Llc | 613,791 | +152% | $27.1M |
| BRX Brixmor Property Group Inc. | 1.52M | +114% | $22.3M |
| TRP TC Energy Corporation | 1.48M | +16.5% | $12.1M |
| CME CME Group Inc. | 192,542 | +20.8% | $8.7M |
| GAP Gap, Inc. | 2.00M | +23.1% | $8.6M |
| ET Energy Transfer LP · Com Ut Ltd Ptn | 5.68M | +6.9% | $7.2M |
| EPD Enterprise Products Partners L.P. | 3.34M | +4.1% | $4.7M |
| AEE Ameren Corporation | 149,280 | +42.0% | $4.4M |
| TRGP Targa Resources, Inc. | 252,460 | +4.4% | $2.8M |
| WMB Williams Companies, Inc. | 946,256 | +4.5% | $2.7M |
Trimmed (59)
| HST Host Hotels & Resorts, Inc. | 1.06M | -56.2% | -$30.4M |
| ABBV AbbVie Inc. | 295,568 | -25.5% | -$26.4M |
| JNJ Johnson & Johnson | 317,257 | -21.4% | -$22.8M |
| STT State Street Corporation | 374,541 | -25.6% | -$22.5M |
| STAG STAG Industrial, Inc. | 15,910 | -97.3% | -$20.4M |
| PSX Phillips 66 | 216,695 | -26.1% | -$19.5M |
| EMN Eastman Chemical Company | 311,066 | -48.4% | -$18.9M |
| iShares Tr Select Divid Etf | 30,407 | -79.8% | -$18.2M |
| COP ConocoPhillips | 475,944 | -21.7% | -$16.5M |
| MCD McDonald's Corporation | 155,676 | -20.5% | -$9.3M |
Exited (12)
| Oneok Inc | 368,104 | Exited | -$32.0M |
| LBRT Liberty Energy Inc. | 72,261 | Exited | -$1.9M |
| FTS Fortis Inc. | 25,499 | Exited | -$1.5M |
| iShares Tr Rus 1000 Val Etf | 1,900 | Exited | -$460.6K |
| SEDG SolarEdge Technologies, Inc. | 5,477 | Exited | -$320.1K |
| Exxon Mobil Corp | 2,267 | Exited | -$309.9K |
| GNRC Generac Holdlings Inc. | 965 | Exited | -$282.6K |
| CMCSA Comcast Corporation | 11,079 | Exited | -$272.0K |
| ENPH Enphase Energy, Inc. | 5,258 | Exited | -$258.9K |
| CWEN Clearway Energy, Inc. | 6,396 | Exited | -$218.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 159 | $3.7B | Current | SEC ↗ |
| Q2 2026 | Jul 31, 2026 | 13F-HR | 152 | $3.8B | Current | SEC ↗ |
| Q1 2026 | Apr 20, 2026 | 13F-HR | 138 | $3.7B | Current | SEC ↗ |
| Q4 2025 | Jan 27, 2026 | 13F-HR | 140 | $3.3B | Current | SEC ↗ |
| Q3 2025 | Oct 24, 2025 | 13F-HR | 135 | $3.3B | Current | SEC ↗ |
| Q2 2025 | Jul 11, 2025 | 13F-HR | 136 | $3.2B | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 139 | $3.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer