MILLER HOWARD INVESTMENTS INC /NY
CIK 903947
13F filing for Q2 2026・No. 1,107
- Holdings
- US$3.77B
- Quarter change
- +US$110.7M
- Entries
- 152
- Net bought (estimate)
- +US$30.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 2
- Cut 57
- Added 78
- Corporate actions 0
- Unchanged 1
Largest holdings
152 stocks worth US$3.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MPLX LP COM UNIT REP LTDCOM | Added | 2,325,809 | US$131.01M | 3.48% |
| ENTERPRISE PRODS PARTNERS L PCOM | Added | 3,211,891 | US$118.07M | 3.13% |
| JNJJOHNSON & JOHNSON COMCOM | Cut | 403,524 | US$102.48M | 2.72% |
| ENERGY TRANSFER L P COM UT LTDCOM | Added | 5,314,984 | US$101.62M | 2.70% |
| ABBVABBVIE INC COMCOM | Cut | 396,657 | US$99.81M | 2.65% |
| STTSTATE STR CORP COMCOM | Cut | 503,296 | US$85.36M | 2.26% |
| TC ENERGY CORP COMCOM | Cut | 1,270,274 | US$84.21M | 2.23% |
| EWBCEAST WEST BANCORP INC COMCOM | Added | 612,470 | US$79.06M | 2.10% |
| EXCEXELON CORP COMCOM | Cut | 1,620,430 | US$75.54M | 2.00% |
| LAMRLAMAR ADVERTISING CO NEW CL ACOM | Added | 469,463 | US$73.23M | 1.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.