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CIK: 0000903947
Total reported value
$3.8B
$3.8B
192 檔
12.0%
During the Q2 2024 filing period, Miller Howard Investments Inc /ny (CIK: 0000903947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 192 reported positions.
During Q2 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 | 3.63% | -0.01% | +7.80% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 3.35% | -0.05% | +4.14% | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 3.02% | -0.14% | -2.37% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.56% | +0.28% | -1.35% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.48% | +0.19% | -1.74% | |
| 6 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.43% | -0.19% | +51.73% | |
| 7 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.43% | +0.61% | -1.53% | |
| 8 | ORI | Old Republic Intl CORP | Stock-Financials | 2.41% | -0.60% | -1.50% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.28% | +0.02% | +5.95% | |
| 10 | JEF | Jefferies Financial Group In | Stock-Financials | 2.25% | — | -1.63% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.24% | +0.23% | -1.64% | |
| 12 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.17% | -1.13% | -1.56% | |
| 13 | CNQ | Canadian Natural Resources | Stock-Energy | 2.03% | -0.42% | +90.07% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | — | -2.21% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 2.00% | +0.08% | +19.98% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.93% | -0.99% | -2.77% | |
| 17 | WES | Western Midstream Partners L | Stock-Energy | 1.92% | +0.13% | +2.81% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.91% | +0.55% | -8.35% | |
| 19 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.88% | — | +19.71% | |
| 20 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.84% | — | -1.16% | |
| 21 | RY | Royal Bank Of Canada | Stock-Financials | 1.78% | — | -1.52% | |
| 22 | EXC | Exelon CORP | Stock-Utilities | 1.77% | -0.26% | -1.42% | |
| 23 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.71% | — | -3.05% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.58% | — | -1.61% | |
| 25 | EWBC | East West Bancorp Inc | Stock-Financials | 1.58% | +0.31% | +30.63% | |
| 26 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.51% | +0.06% | +1.95% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 1.49% | +0.46% | -42.25% | |
| 28 | TRGP | Targa Resources CORP | Stock-Energy | 1.47% | +0.14% | +14.32% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.46% | +0.19% | -1.54% | |
| 30 | PSX | Phillips 66 | Stock-Energy | 1.40% | -0.16% | -2.44% | |
| 31 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.36% | — | +523.84% | |
| 32 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.32% | +0.32% | -14.29% | |
| 33 | CMS | Cms Energy CORP | Stock-Utilities | 1.29% | -0.03% | -0.98% | |
| 34 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.28% | +0.25% | -11.11% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.26% | -0.14% | +400.30% | |
| 36 | AM | Antero Midstream CORP | Stock-Energy | 1.25% | -0.04% | +0.02% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 1.22% | +0.06% | +12.66% | |
| 38 | RHI | Robert Half Inc | Stock-Industrials | 1.17% | — | — | |
| 39 | OKE | Oneok Inc | Stock-Energy | 1.11% | -0.04% | +20.26% | |
| 40 | SUN | Sunoco LP | Stock-Other | 1.09% | +0.29% | +33.43% | |
| 41 | NTR | Nutrien LTD | Stock-Materials | 1.05% | -0.24% | +0.14% | |
| 42 | OGE | Oge Energy CORP | Stock-Utilities | 1.05% | -0.01% | -1.12% | |
| 43 | 0E41 | Enlink Midstream LLC | Stock-Other | 1.03% | — | +4.33% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.94% | -0.05% | +2.22% | |
| 45 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.93% | — | -0.33% | |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.90% | -0.04% | -26.05% | |
| 47 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.87% | -0.04% | +5.37% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.84% | — | -1.70% | |
| 49 | LNG | Cheniere Energy Inc | Stock-Energy | 0.83% | -0.23% | +2.61% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.83% | +0.01% | +25.02% |
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 Q2 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, ET, EPD) accounted for 12.0% of total reported equity market value during Q2 2024.
During Q2 2024, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.6%)、ET (3.4%)、EPD (3.0%). The largest single position, MPLX, represented 3.6% of total portfolio value.
In Q2 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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