SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Miller Investment Management, LP

CIK 0001407382 · ONE TOWER BRIDGE, SUITE 1500, WEST CONSHOHOCKEN, PA, 19428 · 610-834-9820

Reported Value
$837M
Q2 2024
Positions
103
Filings on Record
30
2019–present window
Filed
Aug 13, 2024
original filing

Summary

Miller Investment Management, Lp reported $837M in U.S.-listed holdings across 103 positions for Q2 2024.

The portfolio is heavily concentrated: SPY alone accounts for 21.0% of reported value.

Compared with Q1 2024, the fund opened 2 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $340MQ4 ’18Q1 ’19: $381MQ2 ’19: $438MQ3 ’19: $440MQ4 ’19: $451MQ4 ’19Q1 ’20: $311MQ2 ’20: $340MQ3 ’20: $409MQ4 ’20: $537MQ4 ’20Q1 ’21: $541MQ2 ’21: $574MQ3 ’21: $582MQ4 ’21: $699MQ4 ’21Q1 ’22: $635MQ2 ’22: $486MQ3 ’22: $479MQ4 ’22: $587.0BQ4 ’22Q1 ’23: $606MQ2 ’23: $656MQ3 ’23: $635MQ4 ’23: $703MQ4 ’23Q1 ’24: $783MQ2 ’24: $837MQ3 ’24: $960MQ4 ’24: $914MQ4 ’24Q1 ’25: $904MQ2 ’25: $952MQ3 ’25: $995MQ4 ’25: $1.0BQ4 ’25Q1 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B86May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B89Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$995M98Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$952M96Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$904M97May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$914M100Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$960M104Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$837M103Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$783M105May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$703M102Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$635M97Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$656M96Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$606M95May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$587.0B94Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$479M90Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$486M90Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$635M96May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$699M96Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$582M89Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$574M80Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$541M79May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$537M77Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$409M69Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$340M68Aug 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$311M72May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$451M78Feb 3, 202013F-HRchanges · EDGAR ↗
Q3 2019$440M77Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$438M77Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$381M77May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$340M75Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.