MILLER HOWARD INVESTMENTS INC NY
Q2 2023 Form 13-F

KINGSTON, NEW YORK
CIK 0000903947 · CRD 105800 · SEC-registered investment adviser
Holdings reported by PERSONAL CFO SOLUTIONS LLC since Q3 2019
$2.8B Reported Value Total

MILLER HOWARD INVESTMENTS INC reports 2,274 total accounts under management (AUM). There are 2,240 discretionary accounts valued at $2,828,565,996, and 34 non-discretionary accounts valued at $316,608,554.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Source: Form ADV filed 2026-03-17
Reported value
$2.8B
Quarter over quarter
+1.4%
Holdings
191
Top-10 concentration
27.6%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Charles Michael Atkins
CHIEF COMPLIANCE OFFICER
Helen Hamada
DIRECTOR/CHAIR
Brian Eugene Helhoski
CHIEF FINANCIAL OFFICER
Q1 2023
Q3 2023
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

Loading 13F Metrics

Q2 2023 13F filing summary

Period of report June 30, 2023
Filed July 21, 2023
Form 13F-HR
Reported value $2.8B
Positions 191
Change in reported value +1.7%
New positions 16
Exited positions 17
Position turnover 15.9%
Top-10 concentration 27.6%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Oct 26, 2026
 159 $3.7B
Q2 2026 13F
Filed Jul 31, 2026
 152 $3.8B
Q1 2026 13F
Filed Apr 20, 2026
 138 $3.7B
Q4 2025 13F
Filed Jan 27, 2026
 140 $3.3B
Q3 2025 13F
Filed Oct 24, 2025
 135 $3.3B
Q2 2025 13F
Filed Jul 11, 2025
 136 $3.2B
Q1 2025 13F
Filed Apr 28, 2025
 139 $3.1B
Q4 2024 13F
Filed Jan 28, 2025
 136 $3.0B
Q3 2024 13F
Filed Nov 5, 2024
 195 $3.2B
Q2 2024 13F
Filed Jul 26, 2024
 192 $3.0B
Q1 2024 13F
Filed Apr 12, 2024
 192 $3.0B
Q4 2023 13F
Filed Jan 26, 2024
 195 $2.9B
Q3 2023 13F
Filed Oct 18, 2023
 191 $2.7B
Q2 2023 13F
Filed Jul 21, 2023
 191 $2.8B
Q1 2023 13F
Filed May 3, 2023
 192 $2.8B
Q4 2022 13F
Filed Feb 2, 2023
 198 $2.8B
Q3 2022 13F
Filed Oct 27, 2022
 191 $2.4B
Q2 2022 13F
Filed Jul 26, 2022
 194 $2.6B
Q1 2022 13F
Filed Apr 21, 2022
 147 $2.9B
Q4 2021 13F
Filed Feb 3, 2022
 148 $2.7B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2023

# Holding Reported value % of portfolio
1 AVGO BROADCOM INC COM $91.2M 3.25%
2 JNJ JOHNSON & JOHNSON COM $80.8M 2.88%
3 MRK MERCK & CO INC COM $79.2M 2.82%
4 CAH CARDINAL HEALTH INC COM $79.0M 2.81%
5 EPD ENTERPRISE PRODS PARTNERS L P $78.5M 2.79%
6 ET ENERGY TRANSFER L P COM UT LTD $74.6M 2.66%
7 TXN TEXAS INSTRS INC COM $74.1M 2.64%
8 MPLX MPLX LP COM UNIT REP LTD $73.1M 2.6%
9 IPG INTERPUBLIC GROUP COS INC COM $72.9M 2.59%
10 CSCO CISCO SYS INC COM $70.6M 2.51%
11 EOG EOG RES INC COM $66.3M 2.36%
12 EXC EXELON CORP COM $65.6M 2.34%
13 CMCSA COMCAST CORP NEW CL A $63.3M 2.25%
14 ABBV ABBVIE INC COM $62.5M 2.22%
15 ORI OLD REP INTL CORP COM $61.8M 2.2%
16 GS GOLDMAN SACHS GROUP INC COM $60.1M 2.14%
17 TTE TOTALENERGIES SE SPONSORED ADS $56.3M 2.01%
18 GILD GILEAD SCIENCES INC COM $55.8M 1.99%
19 UPS UNITED PARCEL SERVICE INC CL B $55.5M 1.98%
20 CMS CMS ENERGY CORP COM $53.8M 1.92%

Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.

Loading Activities
Loading Sector Allocation
Crunching numbers
Loading Performance
Finding Potential New Buys
Building table
Loading SEC filing data
Loading Form 4 Filings
Loading 13D/G filings