Filed: 4/20/2026ACC: 0000903947-26-000002
📋 What this filing means
MILLER HOWARD INVESTMENTS INC /NY filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $3.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$3.66B
Total AUM (reported)
65.53M
Total Shares
Allocation by class
COM$3.56B97.3%
ADR$100.12M2.7%
Portfolio Concentration
Top 3$348.09M9.5%
4–10$594.84M16.3%
11–25$936.82M25.6%
Rest$1.78B48.6%
Top 3 weight
9.5%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 65.53M
Sole
Full voting authority
64.56M
shares
% of voting shares98.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
962.98K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings138
Rows:
MPLX LP COM UNIT REP LTD
SOLEShares2.24M
TypeSH
Market value$127.82M
3.49%
Sole
2.22M
Shared
0.00
None
15.57K
ENTERPRISE PRODS PARTNERS L P
SOLEShares3.16M
TypeSH
Market value$119.58M
3.27%
Sole
3.14M
Shared
0.00
None
17.47K
ENERGY TRANSFER L P COM UT LTD
SOLEShares5.22M
TypeSH
Market value$100.69M
2.75%
Sole
5.19M
Shared
0.00
None
25.55K
JOHNSON & JOHNSON COM
SOLEShares404.30K
TypeSH
Market value$98.83M
2.70%
Sole
401.13K
Shared
0.00
None
3.17K
GSK PLC SPONSORED ADR
SOLEShares1.63M
TypeSH
Market value$89.92M
2.46%
Sole
1.62M
Shared
0.00
None
12.92K
ABBVIE INC COM
SOLEShares398K
TypeSH
Market value$86.56M
2.37%
Sole
394.90K
Shared
0.00
None
3.09K
EXELON CORP COM
SOLEShares1.69M
TypeSH
Market value$82.60M
2.26%
Sole
1.64M
Shared
0.00
None
46.63K
TC ENERGY CORP COM
SOLEShares1.29M
TypeSH
Market value$81.04M
2.22%
Sole
1.29M
Shared
0.00
None
6.87K
CONOCOPHILLIPS COM
SOLEShares609.90K
TypeSH
Market value$80.51M
2.20%
Sole
604.35K
Shared
0.00
None
5.55K
STATE STR CORP COM
SOLEShares595.61K
TypeSH
Market value$75.38M
2.06%
Sole
590.93K
Shared
0.00
None
4.68K
CANADIAN NAT RES LTD COM
SOLEShares1.44M
TypeSH
Market value$70.18M
1.92%
Sole
1.43M
Shared
0.00
None
13.62K
ENTERGY CORP NEW COM
SOLEShares619.24K
TypeSH
Market value$69.58M
1.90%
Sole
594.97K
Shared
0.00
None
24.27K
OLD REP INTL CORP COM
SOLEShares1.66M
TypeSH
Market value$66.19M
1.81%
Sole
1.65M
Shared
0.00
None
12.92K
EAST WEST BANCORP INC COM
SOLEShares612.46K
TypeSH
Market value$65.39M
1.79%
Sole
607.63K
Shared
0.00
None
4.83K
WESTERN MIDSTREAM PARTNERS LP
SOLEShares1.58M
TypeSH
Market value$65.25M
1.78%
Sole
1.58M
Shared
0.00
None
7.13K
ENBRIDGE INC COM
SOLEShares1.17M
TypeSH
Market value$63.38M
1.73%
Sole
1.17M
Shared
0.00
None
4.97K
WILLIAMS COS INC COM
SOLEShares870.11K
TypeSH
Market value$63.33M
1.73%
Sole
867.58K
Shared
0.00
None
2.53K
PLAINS ALL AMERN PIPELINE L P
SOLEShares2.80M
TypeSH
Market value$62.56M
1.71%
Sole
2.78M
Shared
0.00
None
21.06K
MEDTRONIC PLC SHS
SOLEShares714.80K
TypeSH
Market value$61.94M
1.69%
Sole
709.20K
Shared
0.00
None
5.61K
KINDER MORGAN INC DEL COM
SOLEShares1.82M
TypeSH
Market value$61.12M
1.67%
Sole
1.82M
Shared
0.00
None
6.36K
LAMAR ADVERTISING CO NEW CL A
SOLEShares468.03K
TypeSH
Market value$59.28M
1.62%
Sole
464.33K
Shared
0.00
None
3.70K
HESS MIDSTREAM LP CL A SHS
SOLEShares1.49M
TypeSH
Market value$57.99M
1.59%
Sole
1.48M
Shared
0.00
None
8.82K
TARGA RES CORP COM
SOLEShares230.59K
TypeSH
Market value$57.82M
1.58%
Sole
229.97K
Shared
0.00
None
622.00
CME GROUP INC COM
SOLEShares195.43K
TypeSH
Market value$57.72M
1.58%
Sole
193.88K
Shared
0.00
None
1.55K
VERIZON COMMUNICATIONS INC COM
SOLEShares1.10M
TypeSH
Market value$55.09M
1.51%
Sole
1.09M
Shared
0.00
None
8.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MPLX LP COM UNIT REP LTDSOLE | COM | 2.24M | SH | $127.82M 3.49% | 2.22M | 0.00 | 15.57K |
ENTERPRISE PRODS PARTNERS L PSOLE | COM | 3.16M | SH | $119.58M 3.27% | 3.14M | 0.00 | 17.47K |
ENERGY TRANSFER L P COM UT LTDSOLE | COM | 5.22M | SH | $100.69M 2.75% | 5.19M | 0.00 | 25.55K |
JOHNSON & JOHNSON COMSOLE | COM | 404.30K | SH | $98.83M 2.70% | 401.13K | 0.00 | 3.17K |
GSK PLC SPONSORED ADRSOLE | ADR | 1.63M | SH | $89.92M 2.46% | 1.62M | 0.00 | 12.92K |
ABBVIE INC COMSOLE | COM | 398K | SH | $86.56M 2.37% | 394.90K | 0.00 | 3.09K |
EXELON CORP COMSOLE | COM | 1.69M | SH | $82.60M 2.26% | 1.64M | 0.00 | 46.63K |
TC ENERGY CORP COMSOLE | COM | 1.29M | SH | $81.04M 2.22% | 1.29M | 0.00 | 6.87K |
CONOCOPHILLIPS COMSOLE | COM | 609.90K | SH | $80.51M 2.20% | 604.35K | 0.00 | 5.55K |
STATE STR CORP COMSOLE | COM | 595.61K | SH | $75.38M 2.06% | 590.93K | 0.00 | 4.68K |
CANADIAN NAT RES LTD COMSOLE | COM | 1.44M | SH | $70.18M 1.92% | 1.43M | 0.00 | 13.62K |
ENTERGY CORP NEW COMSOLE | COM | 619.24K | SH | $69.58M 1.90% | 594.97K | 0.00 | 24.27K |
OLD REP INTL CORP COMSOLE | COM | 1.66M | SH | $66.19M 1.81% | 1.65M | 0.00 | 12.92K |
EAST WEST BANCORP INC COMSOLE | COM | 612.46K | SH | $65.39M 1.79% | 607.63K | 0.00 | 4.83K |
WESTERN MIDSTREAM PARTNERS LPSOLE | COM | 1.58M | SH | $65.25M 1.78% | 1.58M | 0.00 | 7.13K |
ENBRIDGE INC COMSOLE | COM | 1.17M | SH | $63.38M 1.73% | 1.17M | 0.00 | 4.97K |
WILLIAMS COS INC COMSOLE | COM | 870.11K | SH | $63.33M 1.73% | 867.58K | 0.00 | 2.53K |
PLAINS ALL AMERN PIPELINE L PSOLE | COM | 2.80M | SH | $62.56M 1.71% | 2.78M | 0.00 | 21.06K |
MEDTRONIC PLC SHSSOLE | COM | 714.80K | SH | $61.94M 1.69% | 709.20K | 0.00 | 5.61K |
KINDER MORGAN INC DEL COMSOLE | COM | 1.82M | SH | $61.12M 1.67% | 1.82M | 0.00 | 6.36K |
LAMAR ADVERTISING CO NEW CL ASOLE | COM | 468.03K | SH | $59.28M 1.62% | 464.33K | 0.00 | 3.70K |
HESS MIDSTREAM LP CL A SHSSOLE | COM | 1.49M | SH | $57.99M 1.59% | 1.48M | 0.00 | 8.82K |
TARGA RES CORP COMSOLE | COM | 230.59K | SH | $57.82M 1.58% | 229.97K | 0.00 | 622.00 |
CME GROUP INC COMSOLE | COM | 195.43K | SH | $57.72M 1.58% | 193.88K | 0.00 | 1.55K |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 1.10M | SH | $55.09M 1.51% | 1.09M | 0.00 | 8.61K |
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