MILLER HOWARD INVESTMENTS INC NY
Q3 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
$2.7B 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
$2.7B
Quarter over quarter
-1.4%
Holdings
191
Top-10 concentration
27.3%

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
Q2 2023
Q4 2023
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q3 2023 13F filing summary

Period of report September 30, 2023
Filed October 18, 2023
Form 13F-HR
Reported value $2.7B
Positions 191
Change in reported value -2.9%
New positions 15
Exited positions 15
Position turnover 14.6%
Top-10 concentration 27.3%

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 · Q3 2023

# Holding Reported value % of portfolio
1 EPD ENTERPRISE PRODS PARTNERS L P $87.3M 3.2%
2 ET ENERGY TRANSFER L P COM UT LTD $82.9M 3.04%
3 MPLX MPLX LP COM UNIT REP LTD $81.7M 3.0%
4 CSCO CISCO SYS INC COM $73.1M 2.68%
5 CAH CARDINAL HEALTH INC COM $72.2M 2.65%
6 JNJ JOHNSON & JOHNSON COM $70.7M 2.59%
7 MRK MERCK & CO INC COM $70.1M 2.57%
8 ABBV ABBVIE INC COM $69.7M 2.56%
9 CMCSA COMCAST CORP NEW CL A $69.1M 2.53%
10 EOG EOG RES INC COM $68.8M 2.52%
11 AVGO BROADCOM INC COM $68.2M 2.5%
12 KO COCA COLA CO COM $66.3M 2.43%
13 ORI OLD REP INTL CORP COM $65.8M 2.41%
14 TXN TEXAS INSTRS INC COM $65.1M 2.39%
15 TTE TOTALENERGIES SE SPONSORED ADS $63.2M 2.32%
16 EXC EXELON CORP COM $63.2M 2.31%
17 GS GOLDMAN SACHS GROUP INC COM $55.3M 2.03%
18 GILD GILEAD SCIENCES INC COM $54.0M 1.98%
19 IPG INTERPUBLIC GROUP COS INC COM $53.8M 1.97%
20 JEF JEFFERIES FINL GROUP INC COM $52.1M 1.91%

Values as reported on the Q3 2023 Form 13F. Every position is in the holdings table below.

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