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, Q1 2023
Institutional positions in John Hancock Preferred Income Fund as of Mar 31, 2023. 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
- 60
- −3 vs. Q4 2022
- Shares held
- 3.48M
- −13.2K (−0.4%) vs. Q4 2022
- Total value
- $55.7M
- −$73.6K (−0.1%) vs. Q4 2022
- New holders
- 7
- 14 more added
- Sold out
- 10
- 25 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 875,897 | $14.0M | 0.00% | −43,252−4.7% | Reduced |
| UBS Group AG | 376,999 | $6.03M | 0.00% | +4,318+1.2% | Added |
| Commonwealth Equity Services, LLC | 215,719 | $3.45M | 0.01% | +3,235+1.5% | Added |
| Royal Bank of Canada | 208,333 | $3.33M | 0.00% | +90,703+77.1% | Added |
| Invesco Ltd. | 197,926 | $3.17M | 0.00% | −46,799−19.1% | Reduced |
| Guggenheim Capital LLC | 156,336 | $2.50M | 0.02% | −4,029−2.5% | Reduced |
| LPL Financial LLC | 144,837 | $2.32M | 0.00% | +8,056+5.9% | Added |
| Advisory Resource Group | 130,599 | $2.09M | 0.59% | −821−0.6% | Reduced |
| Captrust Financial Advisors | 107,222 | $1.72M | 0.01% | −5,174−4.6% | Reduced |
| Kestra Advisory Services, LLC | 95,892 | $1.53M | 0.02% | −16,505−14.7% | Reduced |
| TSP Capital Management Group, LLC | 79,280 | $1.27M | 0.46% | +525+0.7% | Added |
| Fiera Capital Corp | 77,537 | $1.24M | 0.00% | −1,612−2.0% | Reduced |
| International Assets Investment Management, LLC | 52,121 | $809.4K | 0.12% | −20,777−28.5% | Reduced |
| Advisor Group Holdings, Inc. | 47,403 | $758.5K | 0.00% | −1,877−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 40,874 | $654.3K | 0.01% | −4,972−10.8% | Reduced |
| HighTower Advisors, LLC | 40,484 | $648.0K | 0.00% | −302−0.7% | Reduced |
| Golden Green, Inc. | 39,194 | $627.1K | 0.74% | +39,194 | New |
| Wells Fargo & Company | 38,411 | $614.6K | 0.00% | +30.0% | Added |
| Envestnet Asset Management Inc | 32,650 | $522.4K | 0.00% | +3,758+13.0% | Added |
| Shaker Financial Services, LLC | 32,352 | $517.6K | 0.23% | −30,792−48.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,289 | $468.6K | 0.00% | −486−1.6% | Reduced |
| National Asset Management, Inc. | 28,281 | $452.5K | 0.01% | +5,126+22.1% | Added |
| GWM Advisors LLC | 29,571 | $440.5K | 0.01% | −1,370−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,925 | $415.0K | 0.00% | +1,914+8.0% | Added |
| Cetera Advisor Networks LLC | 25,097 | $401.6K | 0.00% | −3,013−10.7% | Reduced |
| Bank of America Corp | 24,931 | $398.9K | 0.00% | +2,791+12.6% | Added |
| Baird Financial Group, Inc. | 24,468 | $391.5K | 0.00% | −192−0.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 22,132 | $354.1K | 0.09% | +70.0% | Added |
| Raymond James & Associates | 22,030 | $352.5K | 0.00% | +3,257+17.3% | Added |
| Altus Wealth Group LLC | 21,132 | $338.1K | 0.23% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 21,000 | $336.0K | 0.02% | +21,000 | New |
| Private Advisor Group, LLC | 20,876 | $334.0K | 0.00% | +37+0.2% | Added |
| Selway Asset Management | 20,640 | $330.2K | 0.16% | −900−4.2% | Reduced |
| Sawtooth Solutions, LLC | 19,858 | $317.7K | 0.01% | +19,858 | New |
| Koshinski Asset Management, Inc. | 16,851 | $269.6K | 0.03% | −285−1.7% | Reduced |
| Wedbush Securities Inc | 16,750 | $268.0K | 0.01% | −350−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 16,700 | $267.2K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 16,067 | $257.0K | 0.02% | −50−0.3% | Reduced |
| Mariner, LLC | 15,620 | $250.0K | 0.00% | −3,200−17.0% | Reduced |
| Cohen & Steers, Inc. | 15,273 | $244.0K | 0.00% | −27,847−64.6% | Reduced |
| McRae Capital Management Inc | 14,400 | $230.4K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,325 | $165.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,400 | $118.4K | 0.00% | −1,032−12.2% | Reduced |
| JPMorgan Chase & Co | 6,408 | $103.0K | 0.00% | +6,408 | New |
| Geneos Wealth Management Inc. | 3,380 | $54.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,179 | $34.9K | 0.00% | +31+1.4% | Added |
| Sound Income Strategies, LLC | 2,150 | $34.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,126 | $34.0K | 0.01% | −744−25.9% | Reduced |
| City Holding Co | 2,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,995 | $31.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $29.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $27.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,619 | $25.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 800 | $12.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 755 | $12.1K | 0.00% | +755 | New |
| Godsey & Gibb Associates | 200 | $3.20K | 0.00% | +200 | New |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $2.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $2.15K | 0.00% | −1,700−94.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $1.00K | 0.00% | +62 | New |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |