Filed: 7/11/2025ACC: 0000903947-25-000004
📋 What this filing means
MILLER HOWARD INVESTMENTS INC /NY filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $3.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$3.15B
Total AUM (reported)
66.33M
Total Shares
Allocation by class
COM$3.03B96.2%
ADR$119.54M3.8%
Portfolio Concentration
Top 3$314.07M10.0%
4–10$543.25M17.2%
11–25$889.54M28.2%
Rest$1.41B44.6%
Top 3 weight
10.0%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 66.33M
Sole
Full voting authority
65.44M
shares
% of voting shares98.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
887.35K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeSole · 98.7% of voting shares
Institutional Holdings136
Rows:
MPLX LP COM UNIT REP LTD
SOLEShares2.24M
TypeSH
Market value$115.39M
3.66%
Sole
2.22M
Shared
0.00
None
15.89K
ENTERPRISE PRODS PARTNERS L P
SOLEShares3.36M
TypeSH
Market value$104.14M
3.30%
Sole
3.34M
Shared
0.00
None
19.39K
ENERGY TRANSFER L P COM UT LTD
SOLEShares5.21M
TypeSH
Market value$94.54M
3.00%
Sole
5.19M
Shared
0.00
None
26.07K
CISCO SYS INC COM
SOLEShares1.25M
TypeSH
Market value$86.66M
2.75%
Sole
1.24M
Shared
0.00
None
10.36K
PAYCHEX INC COM
SOLEShares544.45K
TypeSH
Market value$79.20M
2.51%
Sole
539.94K
Shared
0.00
None
4.51K
JOHNSON & JOHNSON COM
SOLEShares518K
TypeSH
Market value$79.12M
2.51%
Sole
513.71K
Shared
0.00
None
4.30K
OLD REP INTL CORP COM
SOLEShares2.02M
TypeSH
Market value$77.69M
2.46%
Sole
2M
Shared
0.00
None
16.74K
ABBVIE INC COM
SOLEShares405.72K
TypeSH
Market value$75.31M
2.39%
Sole
402.40K
Shared
0.00
None
3.32K
GILEAD SCIENCES INC COM
SOLEShares663.70K
TypeSH
Market value$73.58M
2.33%
Sole
658.28K
Shared
0.00
None
5.42K
BANK NEW YORK MELLON CORP COM
SOLEShares786.86K
TypeSH
Market value$71.69M
2.27%
Sole
780.35K
Shared
0.00
None
6.52K
JPMORGAN CHASE & CO. COM
SOLEShares229.90K
TypeSH
Market value$66.65M
2.11%
Sole
228.03K
Shared
0.00
None
1.88K
VICI PPTYS INC COM
SOLEShares2.02M
TypeSH
Market value$65.87M
2.09%
Sole
2M
Shared
0.00
None
16.82K
STATE STR CORP COM
SOLEShares604.92K
TypeSH
Market value$64.33M
2.04%
Sole
599.93K
Shared
0.00
None
4.99K
MEDTRONIC PLC SHS
SOLEShares732.97K
TypeSH
Market value$63.89M
2.03%
Sole
726.93K
Shared
0.00
None
6.04K
GSK PLC SPONSORED ADR
SOLEShares1.66M
TypeSH
Market value$63.74M
2.02%
Sole
1.65M
Shared
0.00
None
13.82K
EAST WEST BANCORP INC COM
SOLEShares624.04K
TypeSH
Market value$63.02M
2.00%
Sole
618.85K
Shared
0.00
None
5.19K
EXELON CORP COM
SOLEShares1.44M
TypeSH
Market value$62.66M
1.99%
Sole
1.41M
Shared
0.00
None
34.31K
VERIZON COMMUNICATIONS INC COM
SOLEShares1.39M
TypeSH
Market value$60.11M
1.91%
Sole
1.38M
Shared
0.00
None
11.44K
WESTERN MIDSTREAM PARTNERS LP
SOLEShares1.47M
TypeSH
Market value$56.86M
1.80%
Sole
1.46M
Shared
0.00
None
9.48K
WILLIAMS COS INC COM
SOLEShares905.08K
TypeSH
Market value$56.85M
1.80%
Sole
902.03K
Shared
0.00
None
3.04K
TC ENERGY CORP COM
SOLEShares1.15M
TypeSH
Market value$56.30M
1.79%
Sole
1.15M
Shared
0.00
None
6.57K
ENBRIDGE INC COM
SOLEShares1.23M
TypeSH
Market value$55.56M
1.76%
Sole
1.22M
Shared
0.00
None
3.52K
PLAINS ALL AMERN PIPELINE L P
SOLEShares2.86M
TypeSH
Market value$52.48M
1.66%
Sole
2.84M
Shared
0.00
None
20.69K
COMCAST CORP NEW CL A
SOLEShares1.42M
TypeSH
Market value$50.67M
1.61%
Sole
1.41M
Shared
0.00
None
11.28K
ENTERGY CORP NEW COM
SOLEShares608.24K
TypeSH
Market value$50.56M
1.60%
Sole
588.49K
Shared
0.00
None
19.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MPLX LP COM UNIT REP LTDSOLE | COM | 2.24M | SH | $115.39M 3.66% | 2.22M | 0.00 | 15.89K |
ENTERPRISE PRODS PARTNERS L PSOLE | COM | 3.36M | SH | $104.14M 3.30% | 3.34M | 0.00 | 19.39K |
ENERGY TRANSFER L P COM UT LTDSOLE | COM | 5.21M | SH | $94.54M 3.00% | 5.19M | 0.00 | 26.07K |
CISCO SYS INC COMSOLE | COM | 1.25M | SH | $86.66M 2.75% | 1.24M | 0.00 | 10.36K |
PAYCHEX INC COMSOLE | COM | 544.45K | SH | $79.20M 2.51% | 539.94K | 0.00 | 4.51K |
JOHNSON & JOHNSON COMSOLE | COM | 518K | SH | $79.12M 2.51% | 513.71K | 0.00 | 4.30K |
OLD REP INTL CORP COMSOLE | COM | 2.02M | SH | $77.69M 2.46% | 2M | 0.00 | 16.74K |
ABBVIE INC COMSOLE | COM | 405.72K | SH | $75.31M 2.39% | 402.40K | 0.00 | 3.32K |
GILEAD SCIENCES INC COMSOLE | COM | 663.70K | SH | $73.58M 2.33% | 658.28K | 0.00 | 5.42K |
BANK NEW YORK MELLON CORP COMSOLE | COM | 786.86K | SH | $71.69M 2.27% | 780.35K | 0.00 | 6.52K |
JPMORGAN CHASE & CO. COMSOLE | COM | 229.90K | SH | $66.65M 2.11% | 228.03K | 0.00 | 1.88K |
VICI PPTYS INC COMSOLE | COM | 2.02M | SH | $65.87M 2.09% | 2M | 0.00 | 16.82K |
STATE STR CORP COMSOLE | COM | 604.92K | SH | $64.33M 2.04% | 599.93K | 0.00 | 4.99K |
MEDTRONIC PLC SHSSOLE | COM | 732.97K | SH | $63.89M 2.03% | 726.93K | 0.00 | 6.04K |
GSK PLC SPONSORED ADRSOLE | ADR | 1.66M | SH | $63.74M 2.02% | 1.65M | 0.00 | 13.82K |
EAST WEST BANCORP INC COMSOLE | COM | 624.04K | SH | $63.02M 2.00% | 618.85K | 0.00 | 5.19K |
EXELON CORP COMSOLE | COM | 1.44M | SH | $62.66M 1.99% | 1.41M | 0.00 | 34.31K |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 1.39M | SH | $60.11M 1.91% | 1.38M | 0.00 | 11.44K |
WESTERN MIDSTREAM PARTNERS LPSOLE | COM | 1.47M | SH | $56.86M 1.80% | 1.46M | 0.00 | 9.48K |
WILLIAMS COS INC COMSOLE | COM | 905.08K | SH | $56.85M 1.80% | 902.03K | 0.00 | 3.04K |
TC ENERGY CORP COMSOLE | COM | 1.15M | SH | $56.30M 1.79% | 1.15M | 0.00 | 6.57K |
ENBRIDGE INC COMSOLE | COM | 1.23M | SH | $55.56M 1.76% | 1.22M | 0.00 | 3.52K |
PLAINS ALL AMERN PIPELINE L PSOLE | COM | 2.86M | SH | $52.48M 1.66% | 2.84M | 0.00 | 20.69K |
COMCAST CORP NEW CL ASOLE | COM | 1.42M | SH | $50.67M 1.61% | 1.41M | 0.00 | 11.28K |
ENTERGY CORP NEW COMSOLE | COM | 608.24K | SH | $50.56M 1.60% | 588.49K | 0.00 | 19.76K |
Page 1 of 6
…