MILLER HOWARD INVESTMENTS INC /NY GS — GOLDMAN SACHS GROUP INC COM COM

Ownership history in MILLER HOWARD INVESTMENTS INC /NY  ·  21 quarters on record

AI Ownership Summary

MILLER HOWARD INVESTMENTS INC /NY reported GOLDMAN SACHS GROUP INC COM COM (GS) in 21 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 3.03% in 2024 Q4. The latest visible filing shows GS at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MILLER HOWARD INVESTMENTS INC /NY's position in GOLDMAN SACHS GROUP INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GS was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GS stock page MILLER HOWARD INVESTMENTS INC /NY fund profile MILLER HOWARD INVESTMENTS INC /NY full holdings
How MILLER HOWARD INVESTMENTS INC /NY held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 53,517 -340 -0.6% 1.44% $54.1M 2026-07-31 $1013.42
2026 Q1 REDUCED — — — 53,857 -953 -1.7% 1.25% $45.6M 2026-04-20 $933.04
2025 Q4 REDUCED — — — 54,810 -222 -0.4% 1.45% $48.2M 2026-01-27 $916.31
2025 Q3 ADDED — — — 55,032 +218 +0.4% 1.34% $43.8M 2025-10-24 $768.76
2025 Q2 ADDED — — — 54,814 +106 +0.2% 1.23% $38.8M 2025-07-11 $687.67
2025 Q1 REDUCED 66.0% +30.2% ❌ 54,708 -106,097 -66.0% 0.95% $29.9M 2025-04-28 $530.36
2024 Q4 REDUCED — — — 160,805 -2,045 -1.3% 3.03% $92.1M 2025-01-28 $616.03
2024 Q3 REDUCED — — — 162,850 -2,700 -1.6% 2.49% $80.6M 2024-11-05 $506.46
2024 Q2 REDUCED — — — 165,550 -2,936 -1.7% 2.48% $74.9M 2024-07-26 $476.80
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS

As of 2026 Q3 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 9.9% Parrish Capital LLC 1.41% First Citizens Financial Corp 3Y 0.73% Olistico Wealth, LLC 3Y 0.59% GoalVest Advisory LLC 3Y 0.53% Violich Capital Management, Inc. 3Y 7Y 0.49% NEVILLE RODIE & SHAW INC 3Y 7Y 0.4% General Partner, Inc. 3Y 0.39% Montecito Bank & Trust 3Y 7Y 0.37% REYL & Cie S.A. 0.37%

FAQ About MILLER HOWARD INVESTMENTS INC /NY and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MILLER HOWARD INVESTMENTS INC /NY reported owning GS?

MILLER HOWARD INVESTMENTS INC /NY reported GS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GS position in MILLER HOWARD INVESTMENTS INC /NY's portfolio?

The largest reported portfolio weight for GS was 3.03% in 2024 Q4.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q2, when MILLER HOWARD INVESTMENTS INC /NY reported 53,517 shares, equal to 1.44% of portfolio, with an estimated market value of $54.1M.

What does the chart on this GS ownership page compare?

The chart compares MILLER HOWARD INVESTMENTS INC /NY's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MILLER HOWARD INVESTMENTS INC /NY time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, MILLER HOWARD INVESTMENTS INC /NY correctly timed 6 out of 20 reported position changes (30%). The annualised alpha on GS relative to SPY over the holding period was +240.8%.

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