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 2022
Institutional positions in John Hancock Preferred Income Fund as of Sep 30, 2022. 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
- 58
- −3 vs. Q2 2022
- Shares held
- 3.12M
- −123.3K (−3.8%) vs. Q2 2022
- Total value
- $51.3M
- −$6.95M (−11.9%) vs. Q2 2022
- New holders
- 2
- 20 more added
- Sold out
- 5
- 15 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 2 | $0 | 0.00% | −334−99.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $0 | 0.00% | +62 | New |
| Lazard Asset Management LLC | 179 | $2.00K | 0.00% | −12,725−98.6% | Reduced |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $6.00K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 553 | $8.00K | 0.00% | −667−54.7% | Reduced |
| Piscataqua Savings Bank | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 950 | $15.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,614 | $26.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,793 | $29.0K | 0.00% | +38+2.2% | Added |
| Fifth Third Bancorp | 1,995 | $32.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,084 | $33.0K | 0.00% | +44+2.2% | Added |
| Sound Income Strategies, LLC | 2,150 | $34.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,100 | $34.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,196 | $52.0K | 0.01% | +35+1.1% | Added |
| Geneos Wealth Management Inc. | 3,380 | $54.0K | 0.00% | −7,490−68.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,967 | $112.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,325 | $165.0K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 16,067 | $257.0K | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 16,450 | $264.0K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,736 | $268.0K | 0.03% | −540−3.1% | Reduced |
| Buffington Mohr McNeal | 16,725 | $268.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 16,700 | $268.0K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 17,280 | $277.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,903 | $287.0K | 0.00% | +1,009+6.0% | Added |
| Private Advisor Group, LLC | 19,902 | $319.0K | 0.00% | +2,664+15.5% | Added |
| National Asset Management, Inc. | 20,049 | $322.0K | 0.01% | +6,132+44.1% | Added |
| Wedbush Securities Inc | 21,100 | $338.0K | 0.02% | +1,250+6.3% | Added |
| Selway Asset Management | 21,540 | $345.0K | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 23,272 | $373.0K | 0.00% | −9,755−29.5% | Reduced |
| Baird Financial Group, Inc. | 24,854 | $398.0K | 0.00% | +1,713+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,019 | $401.0K | 0.00% | +5,891+30.8% | Added |
| Cohen & Steers, Inc. | 26,120 | $418.0K | 0.00% | −12,015−31.5% | Reduced |
| Envestnet Asset Management Inc | 27,438 | $440.0K | 0.00% | −24,907−47.6% | Reduced |
| Cetera Advisor Networks LLC | 27,686 | $444.0K | 0.01% | +1,327+5.0% | Added |
| GWM Advisors LLC | 29,755 | $477.0K | 0.01% | −2,573−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,795 | $477.0K | 0.00% | +16+0.1% | Added |
| Wells Fargo & Company | 39,618 | $634.0K | 0.00% | +1,823+4.8% | Added |
| HighTower Advisors, LLC | 40,751 | $653.0K | 0.00% | +321+0.8% | Added |
| Atria Wealth Solutions, Inc. | 49,358 | $791.8K | 0.01% | +15,077+44.0% | Added |
| Advisor Group Holdings, Inc. | 52,404 | $840.0K | 0.00% | +5,639+12.1% | Added |
| Fiera Capital Corp | 74,864 | $1.20M | 0.00% | −183−0.2% | Reduced |
| TSP Capital Management Group, LLC | – | $1.36M | 0.58% | – | – |
| Royal Bank of Canada | 94,683 | $1.52M | 0.00% | +11,648+14.0% | Added |
| Danda Trouve Investment Management, Inc. | 106,471 | $1.71M | 3.15% | −2,760−2.5% | Reduced |
| Kestra Advisory Services, LLC | 121,647 | $1.95M | 0.02% | −29,215−19.4% | Reduced |
| Guggenheim Capital LLC | 130,080 | $2.08M | 0.02% | +2,427+1.9% | Added |
| Advisory Resource Group | 134,752 | $2.16M | 0.71% | +391+0.3% | Added |
| LPL Financial LLC | 138,952 | $2.23M | 0.00% | −3,765−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 199,910 | $3.20M | 0.01% | +10,288+5.4% | Added |
| Invesco Ltd. | 206,092 | $3.30M | 0.00% | −34,193−14.2% | Reduced |
| UBS Group AG | 348,811 | $5.59M | 0.00% | +38,365+12.4% | Added |
| Morgan Stanley | 919,845 | $14.7M | 0.00% | −70,019−7.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,162−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,249−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −7,220−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |