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CIK: 0000903947
Total reported value
$3.8B
$3.8B
192 檔
11.8%
As reported in its official Q1 2024 Form 13F filing, Miller Howard Investments Inc /ny's tracked investment portfolio stood at $3.8B with 192 total positions.
During Q1 2024, Miller Howard Investments Inc /ny's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.25% | -0.01% | +0.96% | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 3.08% | -0.14% | +2.20% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 3.08% | -0.05% | +2.21% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.73% | +0.28% | -1.41% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | — | -30.04% | |
| 6 | ORI | Old Republic Intl CORP | Stock-Financials | 2.41% | -0.60% | -1.43% | |
| 7 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.34% | +0.61% | +4.09% | |
| 8 | PAYX | Paychex Inc | Stock-Tech | 2.33% | +0.23% | +32.91% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.31% | +0.19% | -1.08% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.30% | +0.02% | +5.96% | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 2.29% | +0.46% | -0.03% | |
| 12 | CNQ | Canadian Natural Resources | Stock-Energy | 2.27% | -0.42% | +353.39% | |
| 13 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.18% | -0.99% | -1.37% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.17% | +0.55% | +0.12% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.10% | -1.13% | -0.43% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | — | -1.43% | |
| 17 | JEF | Jefferies Financial Group In | Stock-Financials | 2.00% | — | -1.29% | |
| 18 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.96% | — | -0.70% | |
| 19 | EXC | Exelon CORP | Stock-Utilities | 1.93% | -0.26% | +11.77% | |
| 20 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.90% | — | -1.20% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.82% | +0.08% | -0.56% | |
| 22 | RY | Royal Bank Of Canada | Stock-Financials | 1.70% | — | +7.06% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.69% | — | -1.59% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.69% | -0.19% | -1.59% | |
| 25 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.66% | — | -0.87% | |
| 26 | WES | Western Midstream Partners L | Stock-Energy | 1.65% | +0.13% | +3.21% | |
| 27 | PSX | Phillips 66 | Stock-Energy | 1.65% | -0.16% | -5.01% | |
| 28 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.64% | +0.25% | +21.36% | |
| 29 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.52% | +0.32% | -0.79% | |
| 30 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.44% | +0.06% | +4.16% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 1.40% | +0.19% | -1.27% | |
| 32 | CMS | Cms Energy CORP | Stock-Utilities | 1.31% | -0.03% | +19.82% | |
| 33 | EWBC | East West Bancorp Inc | Stock-Financials | 1.29% | +0.31% | — | |
| 34 | AM | Antero Midstream CORP | Stock-Energy | 1.18% | -0.04% | -0.59% | |
| 35 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.17% | -0.04% | -1.41% | |
| 36 | NTR | Nutrien LTD | Stock-Materials | 1.11% | -0.24% | +16.48% | |
| 37 | TRGP | Targa Resources CORP | Stock-Energy | 1.11% | +0.14% | -10.56% | |
| 38 | OGE | Oge Energy CORP | Stock-Utilities | 1.00% | -0.01% | +16.08% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.98% | +0.06% | +0.67% | |
| 40 | 0E41 | Enlink Midstream LLC | Stock-Other | 0.97% | — | +3.29% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.96% | — | -47.73% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.92% | -0.05% | +10.46% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.91% | -0.07% | EXIT | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.90% | -0.04% | +11.81% | |
| 45 | SUN | Sunoco LP | Stock-Other | 0.86% | +0.29% | +4.23% | |
| 46 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.85% | — | +9.89% | |
| 47 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.85% | — | -1.29% | |
| 48 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.82% | +0.01% | -0.87% | |
| 49 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.81% | -0.04% | +17.06% | |
| 50 | LNG | Cheniere Energy Inc | Stock-Energy | 0.74% | -0.23% | -20.66% |
According to official SEC Form 13F filings, Miller Howard Investments Inc /ny reported a total U.S. public equity portfolio value of $3.8B across 192 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MPLX, EPD, ET) accounted for 11.8% of total reported equity market value during Q1 2024.
During Q1 2024, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.3%)、EPD (3.1%)、ET (3.1%). The largest single position, MPLX, represented 3.3% of total portfolio value.
In Q1 2024, Miller Howard Investments Inc /ny made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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