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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 62 | $1.00K | 0.00% | +62 | New |
| IFP Advisors, Inc | 100 | $2.15K | 0.00% | −1,700−94.4% | Reduced |
| Webster Bank, N. A. | 164 | $2.62K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $3.20K | 0.00% | +200 | New |
| Ameritas Advisory Services, LLC | 755 | $12.1K | 0.00% | +755 | New |
| Piscataqua Savings Bank | 800 | $12.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,619 | $25.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $27.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $29.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,995 | $31.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,126 | $34.0K | 0.01% | −744−25.9% | Reduced |
| Sound Income Strategies, LLC | 2,150 | $34.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,179 | $34.9K | 0.00% | +31+1.4% | Added |
| Geneos Wealth Management Inc. | 3,380 | $54.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,408 | $103.0K | 0.00% | +6,408 | New |
| The PNC Financial Services Group, Inc. | 7,400 | $118.4K | 0.00% | −1,032−12.2% | Reduced |
| Merit Financial Group, LLC | 10,325 | $165.2K | 0.01% | 00.0% | Unchanged |
| McRae Capital Management Inc | 14,400 | $230.4K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 15,273 | $244.0K | 0.00% | −27,847−64.6% | Reduced |
| Mariner, LLC | 15,620 | $250.0K | 0.00% | −3,200−17.0% | Reduced |
| Sowell Financial Services LLC | 16,067 | $257.0K | 0.02% | −50−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 16,700 | $267.2K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,750 | $268.0K | 0.01% | −350−2.0% | Reduced |
| Koshinski Asset Management, Inc. | 16,851 | $269.6K | 0.03% | −285−1.7% | Reduced |
| Sawtooth Solutions, LLC | 19,858 | $317.7K | 0.01% | +19,858 | New |
| Selway Asset Management | 20,640 | $330.2K | 0.16% | −900−4.2% | Reduced |
| Private Advisor Group, LLC | 20,876 | $334.0K | 0.00% | +37+0.2% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $336.0K | 0.02% | +21,000 | New |
| Altus Wealth Group LLC | 21,132 | $338.1K | 0.23% | 00.0% | Unchanged |
| Raymond James & Associates | 22,030 | $352.5K | 0.00% | +3,257+17.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 22,132 | $354.1K | 0.09% | +70.0% | Added |
| Baird Financial Group, Inc. | 24,468 | $391.5K | 0.00% | −192−0.8% | Reduced |
| Bank of America Corp | 24,931 | $398.9K | 0.00% | +2,791+12.6% | Added |
| Cetera Advisor Networks LLC | 25,097 | $401.6K | 0.00% | −3,013−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,925 | $415.0K | 0.00% | +1,914+8.0% | Added |
| GWM Advisors LLC | 29,571 | $440.5K | 0.01% | −1,370−4.4% | Reduced |
| National Asset Management, Inc. | 28,281 | $452.5K | 0.01% | +5,126+22.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,289 | $468.6K | 0.00% | −486−1.6% | Reduced |
| Shaker Financial Services, LLC | 32,352 | $517.6K | 0.23% | −30,792−48.8% | Reduced |
| Envestnet Asset Management Inc | 32,650 | $522.4K | 0.00% | +3,758+13.0% | Added |
| Wells Fargo & Company | 38,411 | $614.6K | 0.00% | +30.0% | Added |
| Golden Green, Inc. | 39,194 | $627.1K | 0.74% | +39,194 | New |
| HighTower Advisors, LLC | 40,484 | $648.0K | 0.00% | −302−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 40,874 | $654.3K | 0.01% | −4,972−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 47,403 | $758.5K | 0.00% | −1,877−3.8% | Reduced |
| International Assets Investment Management, LLC | 52,121 | $809.4K | 0.12% | −20,777−28.5% | Reduced |
| Fiera Capital Corp | 77,537 | $1.24M | 0.00% | −1,612−2.0% | Reduced |
| TSP Capital Management Group, LLC | 79,280 | $1.27M | 0.46% | +525+0.7% | Added |
| Kestra Advisory Services, LLC | 95,892 | $1.53M | 0.02% | −16,505−14.7% | Reduced |
| Captrust Financial Advisors | 107,222 | $1.72M | 0.01% | −5,174−4.6% | Reduced |
| Advisory Resource Group | 130,599 | $2.09M | 0.59% | −821−0.6% | Reduced |
| LPL Financial LLC | 144,837 | $2.32M | 0.00% | +8,056+5.9% | Added |
| Guggenheim Capital LLC | 156,336 | $2.50M | 0.02% | −4,029−2.5% | Reduced |
| Invesco Ltd. | 197,926 | $3.17M | 0.00% | −46,799−19.1% | Reduced |
| Royal Bank of Canada | 208,333 | $3.33M | 0.00% | +90,703+77.1% | Added |
| Commonwealth Equity Services, LLC | 215,719 | $3.45M | 0.01% | +3,235+1.5% | Added |
| UBS Group AG | 376,999 | $6.03M | 0.00% | +4,318+1.2% | Added |
| Morgan Stanley | 875,897 | $14.0M | 0.00% | −43,252−4.7% | Reduced |
| 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 |