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CIK: 0000903947
Total reported value
$3.8B
$3.8B
138 檔
14.2%
In Q1 2026, Miller Howard Investments Inc /ny's U.S. equity holdings reached a combined market value of $3.8B, distributed across 138 disclosed stock positions.
In Q1 2026, Miller Howard Investments Inc /ny displayed an active expansion posture, initiating 12 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.49% | -0.01% | -3.29% | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 3.27% | -0.14% | +1.55% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 2.75% | -0.05% | -0.23% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.70% | +0.02% | -21.08% | |
| 5 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.46% | -0.82% | -0.78% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | +0.28% | -0.82% | |
| 7 | EXC | Exelon CORP | Stock-Utilities | 2.26% | -0.26% | +16.76% | |
| 8 | TRP | Tc Energy CORP | Stock-Energy | 2.22% | +0.01% | +13.97% | |
| 9 | COP | Conocophillips | Stock-Energy | 2.20% | -0.52% | +7.46% | |
| 10 | STT | State Street CORP | Stock-Financials | 2.06% | +0.20% | -0.67% | |
| 11 | CNQ | Canadian Natural Resources | Stock-Energy | 1.92% | -0.42% | +4.05% | |
| 12 | ETR | Entergy CORP | Stock-Utilities | 1.90% | +0.01% | +0.08% | |
| 13 | ORI | Old Republic Intl CORP | Stock-Financials | 1.81% | -0.60% | -16.90% | |
| 14 | EWBC | East West Bancorp Inc | Stock-Financials | 1.79% | +0.31% | -0.98% | |
| 15 | WES | Western Midstream Partners L | Stock-Energy | 1.78% | +0.13% | +6.27% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 1.73% | -0.05% | +6.46% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.73% | +0.06% | -8.46% | |
| 18 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.71% | +0.06% | -1.85% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.69% | +0.08% | -1.26% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.67% | -0.17% | +3.24% | |
| 21 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.62% | +0.32% | +48.49% | |
| 22 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.59% | -0.04% | +3.15% | |
| 23 | TRGP | Targa Resources CORP | Stock-Energy | 1.58% | +0.14% | +37.31% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.58% | -0.65% | +5269.04% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.51% | -0.01% | +37.10% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.50% | -0.19% | -39.94% | |
| 27 | PSX | Phillips 66 | Stock-Energy | 1.47% | -0.16% | +1.17% | |
| 28 | C | Citigroup Inc | Stock-Financials | 1.46% | +0.29% | -19.96% | |
| 29 | SUN | Sunoco LP | Stock-Other | 1.45% | +0.29% | +18.42% | |
| 30 | SNA | Snap-on Inc | Stock-Industrials | 1.40% | +0.10% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | +0.19% | -1.06% | |
| 32 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.36% | — | +23.34% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 1.28% | -0.23% | +2.89% | |
| 34 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.27% | +0.25% | +4.48% | |
| 35 | NTR | Nutrien LTD | Stock-Materials | 1.26% | -0.24% | -0.04% | |
| 36 | EMN | Eastman Chemical Co | Stock-Materials | 1.25% | -0.18% | +8.12% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.25% | +0.19% | -1.74% | |
| 38 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.23% | -1.13% | -1.61% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | +0.55% | -53.49% | |
| 40 | MTB | M & T Bank CORP | Stock-Financials | 1.20% | +0.48% | +0.24% | |
| 41 | OMC | Omnicom Group | Stock-Comm Services | 1.20% | -0.08% | +1.18% | |
| 42 | CMS | Cms Energy CORP | Stock-Utilities | 1.19% | -0.03% | -2.48% | |
| 43 | RF | Regions Financial CORP | Stock-Financials | 1.13% | +0.15% | +0.34% | |
| 44 | USB | US Bancorp | Stock-Financials | 1.13% | +0.43% | +0.42% | |
| 45 | GAP | Gap Inc/the | Stock-Consumer Disc | 1.13% | -0.33% | +112.16% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 1.08% | +0.23% | +13.58% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.00% | -0.99% | +40.63% | |
| 48 | GEL | Genesis Energy L.p. | Stock-Other | 0.96% | -0.42% | +0.03% | |
| 49 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.94% | -0.04% | +25.78% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.94% | +0.46% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | +1.6% | +5269.04% | Add |
| 2 | TRGP | Targa Resources CORP | +0.6% | +37.31% | Add |
| 3 | COP | Conocophillips | +0.6% | +7.46% | Add |
| 4 | VZ | Verizon Communications Inc | +0.5% | +37.10% | Add |
| 5 | CNQ | Canadian Natural Resources | +0.5% | +4.05% | Add |
| 6 | GAP | Gap Inc/the | +0.5% | +112.16% | Add |
| 7 | LAMR | Lamar Advertising Co-a | +0.4% | +48.49% | Add |
| 8 | HRL | Hormel Foods CORP | +0.4% | +100.63% | Add |
| 9 | EXC | Exelon CORP | +0.4% | +16.76% | Add |
| 10 | SUN | Sunoco LP | +0.4% | +18.42% | Add |
| 11 | PSX | Phillips 66 | +0.3% | +1.17% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.3% | +2.89% | Add |
| 13 | TRP | Tc Energy CORP | +0.3% | +13.97% | Add |
| 14 | PAGP | Plains Gp Holdings Lp-cl A | +0.3% | +25.78% | Add |
| 15 | EPD | Enterprise Products Partners | +0.3% | +1.55% | Add |
| 16 | OKE | Oneok Inc | +0.3% | +26.52% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.2% | +3.24% | Add |
| 18 | EMN | Eastman Chemical Co | +0.2% | +8.12% | Add |
| 19 | CMCSA | Comcast Corp-class A | +0.2% | +40.63% | Add |
| 20 | ETR | Entergy CORP | +0.2% | +0.08% | Add |
| 21 | ELS | Equity Lifestyle Properties | +0.2% | +23.34% | Add |
| 22 | PAA | Plains All Amer Pipeline LP | +0.2% | -1.85% | Trim |
| 23 | ET | Energy Transfer LP | +0.2% | -0.23% | Trim |
| 24 | ENB | Enbridge Inc | +0.1% | +6.46% | Add |
| 25 | NTR | Nutrien LTD | +0.1% | -0.04% | Trim |
| 26 | EQIX | Equinix Inc | +0.1% | +82.42% | Add |
| 27 | ✓ | Keyera CORP Com | +0.1% | +9.22% | Add |
| 28 | KNTK | Kinetik Holdings Inc | +0.1% | +69.40% | Add |
| 29 | DTM | Dt Midstream Inc | +0.1% | +9.19% | Add |
| 30 | PBA | Pembina Pipeline CORP | +0.1% | +8.73% | Add |
| 31 | MPC | Marathon Petroleum CORP | +0.1% | +6.70% | Add |
| 32 | HESM | Hess Midstream LP - Class A | +0.1% | +3.15% | Add |
| 33 | OXY | Occidental Petroleum CORP | +0.1% | +20.56% | Add |
| 34 | NEE | Nextera Energy Inc | +0.1% | +12.33% | Add |
| 35 | XEL | Xcel Energy Inc | +0.1% | +28.47% | Add |
| 36 | VLO | Valero Energy CORP | +0.1% | +7.07% | Add |
| 37 | AWK | American Water Works Co Inc | +0.1% | +39.83% | Add |
| 38 | NGG | National Grid Plc-sp Adr | +0.1% | +23.46% | Add |
| 39 | SU | Suncor Energy Inc | +0.1% | +3.72% | Add |
| 40 | ✓ | Gibson Energy Inc Com | 0% | +9.22% | Add |
| 41 | T | At&t Inc | 0% | +9.76% | Add |
| 42 | CHRD | Chord Energy CORP | 0% | +11.48% | Add |
| 43 | AEP | American Electric Power | 0% | +33.98% | Add |
| 44 | OVV | Ovintiv Inc | 0% | +107.44% | Add |
| 45 | GSK | Gsk Plc-spon Adr | 0% | -0.78% | Trim |
| 46 | HST | Host Hotels & Resorts Inc | 0% | +4.48% | Add |
| 47 | GEL | Genesis Energy L.p. | 0% | +0.03% | Add |
| 48 | SRE | Sempra | 0% | +7.90% | Add |
| 49 | CNP | Centerpoint Energy Inc | 0% | +7.43% | Add |
| 50 | CSX | Csx CORP | 0% | +6.85% | 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 138 disclosed positions in Q1 2026.
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 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SNA
市值: $51.2M
Top Position Liquidated / Trimmed
VICI
前期市值: $44.4M
During Q1 2026, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.5%)、EPD (3.3%)、ET (2.8%). The largest single position, MPLX, represented 3.5% of total portfolio value.
In Q1 2026, Miller Howard Investments Inc /ny made 151 total portfolio adjustments, initiating 12 new buys, adding to 85 positions, trimming 40 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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