Miller Howard Investments Inc
- Regulatory AUM
- $3.8B
- Discretionary
- $3.4B
- Clients
- 2,034
- Avg AUM / client
- $1.9M
- Accounts
- 2,034
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Investments (13F portfolio — 138 positions, $3,658,218,960)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Mplx Lp Com Unit Rep Ltd | COM | $127,819,360 | 2,239,694 | 3.49% | 3.35% |
| 2 | Enterprise Prods Partners L P | COM | $119,582,188 | 3,160,206 | 3.27% | 3.14% |
| 3 | Energy Transfer L P Com Ut Ltd | COM | $100,685,144 | 5,216,847 | 2.75% | 2.64% |
| 4 | Johnson & Johnson Com | COM | $98,826,010 | 404,296 | 2.7% | 2.59% |
| 5 | Gsk Plc Sponsored Adr | ADR | $89,923,893 | 1,629,351 | 2.46% | 2.36% |
| 6 | Abbvie Inc Com | COM | $86,560,488 | 397,998 | 2.37% | 2.27% |
| 7 | Exelon Corp Com | COM | $82,602,094 | 1,685,069 | 2.26% | 2.17% |
| 8 | Tc Energy Corp Com | COM | $81,036,801 | 1,294,518 | 2.22% | 2.13% |
| 9 | Conocophillips Com | COM | $80,506,834 | 609,900 | 2.2% | 2.11% |
| 10 | State Str Corp Com | COM | $75,380,407 | 595,610 | 2.06% | 1.98% |
| 11 | Canadian Nat Res Ltd Com | COM | $70,177,290 | 1,440,125 | 1.92% | 1.84% |
| 12 | Entergy Corp New Com | COM | $69,577,497 | 619,237 | 1.9% | 1.83% |
| 13 | Old Rep Intl Corp Com | COM | $66,192,105 | 1,658,950 | 1.81% | 1.74% |
| 14 | East West Bancorp Inc Com | COM | $65,386,643 | 612,464 | 1.79% | 1.72% |
| 15 | Western Midstream Partners Lp | COM | $65,253,416 | 1,584,975 | 1.78% | 1.71% |
| 16 | Enbridge Inc Com | COM | $63,380,508 | 1,170,678 | 1.73% | 1.66% |
| 17 | Williams Cos Inc Com | COM | $63,326,222 | 870,105 | 1.73% | 1.66% |
| 18 | Plains All Amern Pipeline L P | COM | $62,559,760 | 2,801,601 | 1.71% | 1.64% |
| 19 | Medtronic Plc Shs | COM | $61,937,686 | 714,803 | 1.69% | 1.63% |
| 20 | Kinder Morgan Inc Del Com | COM | $61,121,997 | 1,822,905 | 1.67% | 1.6% |
| 21 | Lamar Advertising Co New Cl A | COM | $59,280,220 | 468,026 | 1.62% | 1.56% |
| 22 | Hess Midstream Lp Cl A Shs | COM | $57,990,134 | 1,491,899 | 1.59% | 1.52% |
| 23 | Targa Res Corp Com | COM | $57,816,342 | 230,592 | 1.58% | 1.52% |
| 24 | Cme Group Inc Com | COM | $57,721,054 | 195,433 | 1.58% | 1.51% |
| 25 | Verizon Communications Inc Com | COM | $55,094,780 | 1,097,506 | 1.51% | 1.45% |
Top 25 of 138 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,697 | $494M | 13.0% |
| High net worth individuals | 163 | $329M | 8.62% |
| Investment companies | 2 | $401M | 10.5% |
| Pension and profit sharing plans | 25 | $13.6M | 0.36% |
| State or municipal government entities | 5 | $9.0M | 0.24% |
| Corporations and other businesses | 81 | $194M | 5.1% |
| Other | 61 | $2.4B | 62.2% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hamada, Helen | Director/Chair | Apr 1993 (33y) | Less than 5% | |
| Jenifer, Luan, Elizabeth | Director/President/Ceo | Jun 2016 (10y) | Less than 5% | |
| Atkins, Charles, Michael | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Helhoski, Brian | Chief Financial Officer | May 2018 (8y) | Less than 5% | |
| Danielle Frances Hughes | Director | Nov 2018 (8y) | Less than 5% | |
| Leslie, John, Edward | Director/Portfolio Manager/Senior Research Analyst | Dec 2018 (8y) | Less than 5% | |
| Horowitz, Eva, Marie | Director/Chief Operating Officer/Secretary | Jan 2020 (7y) | Less than 5% | |
| Powell, Gregory, Lee | Chief Investment Officer | Nov 2020 (6y) | Less than 5% | |
| Johnston, Catherine, Mari | Chief Marketing Officer | Jun 2021 (5y) | Less than 5% | |
| Roth, Beth Ann | Director | Jun 2022 (4y) | Less than 5% | |
| Lowell Glaser Miller | Registered representative | Nov 2002 (24y) | ||
| Judd Martin Peterson | Registered representative | May 2012 (14y) | ||
| Bryan Joseph Spratt | Registered representative | Sep 2014 (12y) | ||
| Scott M Mardy | Registered representative | CFA | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miller/Howard Investments, Inc. Employee Stock Ownership Trust | Trust | Nov 2018 | A | 75% or more |
| Spinnaker Trust | Trustee | Nov 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $1.9B (49% of AUM) Mar 2026
- UBS $616M (16% of AUM) Mar 2026
- Wells Fargo $428M (10% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗