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CIK: 0000903947
Total reported value
$3.8B
$3.8B
135 檔
13.0%
During the Q3 2025 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 135 reported positions.
In Q3 2025, Miller Howard Investments Inc /ny displayed an active expansion posture, initiating 10 new positions and adding to 83 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.44% | -0.01% | +0.83% | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 2.94% | -0.14% | -8.27% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.94% | +0.02% | +0.23% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.87% | +0.28% | +0.25% | |
| 5 | ET | Energy Transfer LP | Stock-Energy | 2.80% | -0.05% | +2.62% | |
| 6 | ORI | Old Republic Intl CORP | Stock-Financials | 2.62% | -0.60% | +0.10% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.61% | +0.55% | +0.08% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.24% | -0.19% | -0.08% | |
| 9 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.19% | -0.82% | +0.11% | |
| 10 | STT | State Street CORP | Stock-Financials | 2.15% | +0.20% | +0.33% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.13% | +0.08% | +0.14% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 2.10% | +0.23% | -0.08% | |
| 13 | EWBC | East West Bancorp Inc | Stock-Financials | 2.03% | +0.31% | +0.37% | |
| 14 | VICI | Vici Properties Inc | Stock-Real Estate | 2.01% | — | +0.12% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.01% | -1.13% | -23.25% | |
| 16 | EXC | Exelon CORP | Stock-Utilities | 1.99% | -0.26% | +0.41% | |
| 17 | TRP | Tc Energy CORP | Stock-Energy | 1.88% | +0.01% | -1.78% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.87% | -0.01% | +0.49% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.84% | +0.29% | +0.29% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.78% | +0.06% | +1.66% | |
| 21 | WES | Western Midstream Partners L | Stock-Energy | 1.77% | +0.13% | +0.76% | |
| 22 | COP | Conocophillips | Stock-Energy | 1.76% | -0.52% | +986.79% | |
| 23 | ETR | Entergy CORP | Stock-Utilities | 1.74% | +0.01% | +0.57% | |
| 24 | ENB | Enbridge Inc | Stock-Energy | 1.67% | -0.05% | -11.40% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.67% | +0.19% | +0.20% | |
| 26 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.59% | -0.04% | +18.44% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | — | -29.99% | |
| 28 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.50% | +0.06% | +0.51% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.48% | -0.17% | +0.75% | |
| 30 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.47% | — | +0.98% | |
| 31 | CNQ | Canadian Natural Resources | Stock-Energy | 1.40% | -0.42% | -1.28% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.34% | +0.19% | +0.40% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 1.33% | -0.23% | +1.59% | |
| 34 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.29% | +0.25% | +0.49% | |
| 35 | CMS | Cms Energy CORP | Stock-Utilities | 1.28% | -0.03% | +0.33% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.25% | -0.99% | -7.93% | |
| 37 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.22% | — | — | |
| 38 | USB | US Bancorp | Stock-Financials | 1.20% | +0.43% | +0.54% | |
| 39 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.19% | +0.32% | +0.04% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 1.17% | -0.16% | -0.36% | |
| 41 | AM | Antero Midstream CORP | Stock-Energy | 1.14% | -0.04% | +0.26% | |
| 42 | NTR | Nutrien LTD | Stock-Materials | 1.11% | -0.24% | -0.27% | |
| 43 | SUN | Sunoco LP | Stock-Other | 1.06% | +0.29% | +0.55% | |
| 44 | GEL | Genesis Energy L.p. | Stock-Other | 1.05% | -0.42% | +37.81% | |
| 45 | JEF | Jefferies Financial Group In | Stock-Financials | 1.04% | — | +0.24% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 1.02% | +0.46% | -0.47% | |
| 47 | OGE | Oge Energy CORP | Stock-Utilities | 1.00% | -0.01% | +0.12% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.93% | +0.61% | -0.06% | |
| 49 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.86% | — | -0.21% | |
| 50 | TRGP | Targa Resources CORP | Stock-Energy | 0.84% | +0.14% | +1.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +1.6% | +986.79% | Add |
| 2 | TRP | Tc Energy CORP | +1% | -1.78% | Add |
| 3 | STT | State Street CORP | +0.8% | +0.33% | Add |
| 4 | C | Citigroup Inc | +0.8% | +0.29% | Add |
| 5 | WMB | Williams Cos Inc | +0.4% | +1.66% | Add |
| 6 | GEL | Genesis Energy L.p. | +0.4% | +37.81% | Add |
| 7 | HST | Host Hotels & Resorts Inc | +0.4% | +0.49% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | +0.40% | Add |
| 9 | USB | US Bancorp | +0.3% | +0.54% | Add |
| 10 | KMI | Kinder Morgan, Inc. | +0.3% | +0.75% | Add |
| 11 | BAC | Bank Of America CORP | +0.3% | +0.20% | Add |
| 12 | EWBC | East West Bancorp Inc | +0.3% | +0.37% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +0.23% | Add |
| 14 | DTM | Dt Midstream Inc | +0.2% | +24.89% | Add |
| 15 | ABBV | Abbvie Inc | +0.2% | +0.25% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.2% | +0.08% | Add |
| 17 | GSK | Gsk Plc-spon Adr | +0.2% | +0.11% | Add |
| 18 | CEG | Constellation Energy | +0.2% | +1.49% | Add |
| 19 | AM | Antero Midstream CORP | +0.2% | +0.26% | Add |
| 20 | JEF | Jefferies Financial Group In | +0.2% | +0.24% | Add |
| 21 | XEL | Xcel Energy Inc | +0.2% | +3.35% | Add |
| 22 | LNG | Cheniere Energy Inc | +0.1% | +1.59% | Add |
| 23 | NTR | Nutrien LTD | +0.1% | -0.27% | Trim |
| 24 | ✓ | Keyera CORP Com | +0.1% | +0.02% | Add |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | -2.94% | Add |
| 26 | ENB | Enbridge Inc | +0.1% | -11.40% | Trim |
| 27 | ORI | Old Republic Intl CORP | +0.1% | +0.10% | Add |
| 28 | ETR | Entergy CORP | +0.1% | +0.57% | Add |
| 29 | ✓ | Gibson Energy Inc Com | +0.1% | +2.25% | Add |
| 30 | SRE | Sempra | +0.1% | +2.37% | Add |
| 31 | PBA | Pembina Pipeline CORP | +0.1% | +0.24% | Add |
| 32 | VST | Vistra CORP | +0.1% | +4.40% | Add |
| 33 | PSX | Phillips 66 | +0.1% | -0.36% | Trim |
| 34 | MDT | Medtronic plc | 0% | +0.14% | Add |
| 35 | LAMR | Lamar Advertising Co-a | 0% | +0.04% | Add |
| 36 | CSX | Csx CORP | 0% | +1.33% | Add |
| 37 | GPOR | Gulfport Energy CORP | 0% | -10.11% | Add |
| 38 | ATO | Atmos Energy CORP | 0% | +2.11% | Add |
| 39 | AEE | Ameren Corporation | 0% | +2.01% | Add |
| 40 | IPG | Interpublic Group Of Cos Inc | 0% | +0.98% | Add |
| 41 | NEE | Nextera Energy Inc | 0% | +2.18% | Add |
| 42 | NGG | National Grid Plc-sp Adr | 0% | +1.18% | Add |
| 43 | WTTR | Select Water Solutions Inc | 0% | +26.99% | Add |
| 44 | CNP | Centerpoint Energy Inc | 0% | -1.21% | Add |
| 45 | PPL | Ppl CORP | 0% | +2.02% | Add |
| 46 | EQIX | Equinix Inc | 0% | -0.73% | Add |
| 47 | PEG | Public Service Enterprise Gp | 0% | +2.30% | Add |
| 48 | AVGO | Broadcom Inc | 0% | -8.64% | Trim |
| 49 | D | Dominion Energy Inc | 0% | +4.31% | Add |
| 50 | SO | Southern Co/the | 0% | +4.36% | Add |
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 135 disclosed positions in Q3 2025.
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, JNJ) accounted for 13.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
ELS
市值: $40.0M
Top Position Liquidated / Trimmed
MRK
前期市值: $32.7M
During Q3 2025, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.4%)、EPD (2.9%)、JNJ (2.9%). The largest single position, MPLX, represented 3.4% of total portfolio value.
In Q3 2025, Miller Howard Investments Inc /ny made 149 total portfolio adjustments, initiating 10 new buys, adding to 83 positions, trimming 42 holdings, and fully liquidating 14 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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