John Hancock Preferred Income Fund
HPI- Exchange
- NYSE
- SEC CIK
- 0001176199
No open-market purchases or sales by John Hancock Preferred Income Fund insiders were filed in the last 90 days; 65 institutions reported holding it in 13F filings for Q2 2026, worth $66.8M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in John Hancock Preferred Income Fund as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 64
- −3 vs. Q2 2021
- Shares held
- 2.95M
- +6.63K (+0.2%) vs. Q2 2021
- Total value
- $65.2M
- −$118.1K (−0.2%) vs. Q2 2021
- New holders
- 3
- 21 more added
- Sold out
- 6
- 14 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HPI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 65 | $66.8M |
| Q1 2026 | 65 | $59.6M |
| Q4 2025 | 67 | $61.4M |
| Q3 2025 | 64 | $64.9M |
| Q2 2025 | 65 | $58.9M |
| Q1 2025 | 64 | $62.0M |
| Q4 2024 | 62 | $57.6M |
| Q3 2024 | 56 | $64.2M |
| Q2 2024 | 55 | $55.8M |
| Q1 2024 | 59 | $50.8M |
| Q4 2023 | 57 | $51.1M |
| Q3 2023 | 58 | $50.3M |
| Q2 2023 | 59 | $51.9M |
| Q1 2023 | 60 | $55.7M |
| Q4 2022 | 65 | $55.8M |
| Q3 2022 | 58 | $51.3M |
| Q2 2022 | 61 | $58.3M |
| Q1 2022 | 59 | $62.7M |
| Q4 2021 | 67 | $62.7M |
| Q3 2021 | 64 | $65.2M |
| Q2 2021 | 69 | $65.4M |
| Q1 2021 | 69 | $62.9M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 136 | $2.00K | 0.00% | −854−86.3% | Reduced |
| AlphaMark Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 | $6.00K | 0.00% | +303 | New |
| Tradition Wealth Management, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 512 | $11.0K | 0.00% | +10+2.0% | Added |
| Country Trust Bank | 745 | $16.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 800 | $17.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $19.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 950 | $20.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $22.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,218 | $26.0K | 0.00% | −1,382−53.2% | Reduced |
| US Bancorp | 1,300 | $28.0K | 0.00% | +1,300 | New |
| Herold Advisors, Inc. | 1,455 | $31.0K | 0.01% | +1,455 | New |
| Global Trust Asset Management, LLC | 1,614 | $35.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,657 | $36.0K | 0.00% | +254+18.1% | Added |
| Carroll Financial Associates, Inc. | 1,800 | $38.0K | 0.00% | +30+1.7% | Added |
| Fifth Third Bancorp | 1,995 | $43.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 2,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $46.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,421 | $52.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,739 | $59.0K | 0.00% | +259+10.4% | Added |
| Sugarloaf Wealth Management, LLC | 3,455 | $74.0K | 0.02% | +36+1.1% | Added |
| Optimum Investment Advisors | 3,900 | $84.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 4,026 | $87.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,967 | $150.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7,720 | $166.0K | 0.01% | +1,153+17.6% | Added |
| ProVise Management Group, LLC | 9,772 | $210.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,090 | $215.0K | 0.01% | −4,932−32.8% | Reduced |
| Merit Financial Group, LLC | 10,325 | $222.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,300 | $286.0K | 0.00% | +25+0.2% | Added |
| Northern Trust Corp | 13,669 | $293.0K | 0.00% | +2,105+18.2% | Added |
| Sowell Financial Services LLC | 15,900 | $342.0K | 0.02% | 00.0% | Unchanged |
| Selway Asset Management | 16,075 | $346.0K | 0.19% | 00.0% | Unchanged |
| Raymond James & Associates | 16,295 | $350.0K | 0.00% | −2,832−14.8% | Reduced |
| McRae Capital Management Inc | 16,450 | $354.0K | 0.08% | −200−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 16,700 | $359.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,750 | $360.0K | 0.02% | −500−2.9% | Reduced |
| Buffington Mohr McNeal | 16,725 | $360.0K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 17,351 | $373.1K | 0.03% | −429−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,743 | $424.0K | 0.00% | +5,941+43.0% | Added |
| Mid Atlantic Financial Management Inc | 20,750 | $446.0K | 0.03% | −10,400−33.4% | Reduced |
| Cetera Advisor Networks LLC | 21,799 | $469.0K | 0.01% | −2,016−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,927 | $600.0K | 0.00% | −10,774−27.8% | Reduced |
| Guggenheim Capital LLC | 32,221 | $692.0K | 0.00% | +21,235+193.3% | Added |
| Bank of America Corp | 38,562 | $829.0K | 0.00% | +14,366+59.4% | Added |
| Wells Fargo & Company | 38,627 | $831.0K | 0.00% | +4,766+14.1% | Added |
| Fiera Capital Corp | 46,190 | $993.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 49,710 | $1.07M | 0.00% | +945+1.9% | Added |
| Cohen & Steers, Inc. | 50,510 | $1.09M | 0.00% | −12,695−20.1% | Reduced |
| Advisor Group Holdings, Inc. | 51,785 | $1.11M | 0.00% | +7,091+15.9% | Added |
| Envestnet Asset Management Inc | 53,681 | $1.15M | 0.00% | −1,090−2.0% | Reduced |
| Royal Bank of Canada | 62,400 | $1.34M | 0.00% | −760−1.2% | Reduced |
| TSP Capital Management Group, LLC | – | $1.83M | 0.63% | – | – |
| Danda Trouve Investment Management, Inc. | 101,782 | $2.19M | 2.64% | +2,743+2.8% | Added |
| Kestra Advisory Services, LLC | 133,734 | $2.88M | 0.03% | +11,684+9.6% | Added |
| LPL Financial LLC | 144,622 | $3.11M | 0.00% | +6,798+4.9% | Added |
| Advisory Resource Group | 148,189 | $3.19M | 1.17% | −9,050−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 179,465 | $3.86M | 0.01% | +4,277+2.4% | Added |
| Invesco Ltd. | 239,971 | $5.16M | 0.00% | +296+0.1% | Added |
| UBS Group AG | 345,568 | $7.43M | 0.00% | +21,882+6.8% | Added |
| Morgan Stanley | 897,886 | $19.3M | 0.00% | +38,128+4.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −26,985−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −17,469−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,773−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,249−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |