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 $67.4M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in John Hancock Preferred Income Fund as of Jun 30, 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
- 59
- 0 vs. Q1 2023
- Shares held
- 3.41M
- −71.7K (−2.1%) vs. Q1 2023
- Total value
- $51.9M
- −$3.72M (−6.7%) vs. Q1 2023
- New holders
- 7
- 18 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $67.4M |
| Q1 2026 | 65 | $59.6M |
| Q4 2025 | 67 | $61.4M |
| Q3 2025 | 64 | $64.9M |
| Q2 2025 | 65 | $67.9M |
| Q1 2025 | 64 | $62.1M |
| Q4 2024 | 62 | $57.6M |
| Q3 2024 | 56 | $64.2M |
| Q2 2024 | 55 | $55.8M |
| Q1 2024 | 59 | $58.5M |
| Q4 2023 | 57 | $58.8M |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 874,631 | $13.3M | 0.00% | −1,266−0.1% | Reduced |
| UBS Group AG | 318,518 | $4.85M | 0.00% | −58,481−15.5% | Reduced |
| Royal Bank of Canada | 300,535 | $4.58M | 0.00% | +92,202+44.3% | Added |
| Commonwealth Equity Services, LLC | 209,544 | $3.19M | 0.01% | −6,175−2.9% | Reduced |
| Invesco Ltd. | 194,419 | $2.96M | 0.00% | −3,507−1.8% | Reduced |
| LPL Financial LLC | 162,076 | $2.47M | 0.00% | +17,239+11.9% | Added |
| Guggenheim Capital LLC | 134,970 | $2.06M | 0.02% | −21,366−13.7% | Reduced |
| Advisory Resource Group | 131,239 | $2.00M | 0.54% | +640+0.5% | Added |
| Kestra Advisory Services, LLC | 111,099 | $1.69M | 0.02% | +15,207+15.9% | Added |
| Fiera Capital Corp | 77,537 | $1.18M | 0.00% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 73,050 | $1.11M | 0.40% | −6,230−7.9% | Reduced |
| Shaker Financial Services, LLC | 71,030 | $1.08M | 0.47% | +38,678+119.6% | Added |
| Raymond James & Associates | 52,471 | $799.1K | 0.00% | +30,441+138.2% | Added |
| Advisor Group Holdings, Inc. | 49,300 | $750.9K | 0.00% | +1,897+4.0% | Added |
| Atria Wealth Solutions, Inc. | 40,772 | $621.3K | 0.01% | −102−0.2% | Reduced |
| HighTower Advisors, LLC | 40,746 | $620.0K | 0.00% | +262+0.6% | Added |
| Golden Green, Inc. | 38,806 | $591.0K | 0.64% | −388−1.0% | Reduced |
| GWM Advisors LLC | 33,405 | $508.8K | 0.01% | +3,834+13.0% | Added |
| Envestnet Asset Management Inc | 32,483 | $494.7K | 0.00% | −167−0.5% | Reduced |
| National Asset Management, Inc. | 30,487 | $464.6K | 0.01% | +2,206+7.8% | Added |
| Wells Fargo & Company | 27,913 | $425.1K | 0.00% | −10,498−27.3% | Reduced |
| Bank of America Corp | 25,154 | $383.1K | 0.00% | +223+0.9% | Added |
| Baird Financial Group, Inc. | 24,330 | $370.5K | 0.00% | −138−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,014 | $366.0K | 0.00% | −1,911−7.4% | Reduced |
| Cetera Advisor Networks LLC | 22,177 | $337.8K | 0.00% | −2,920−11.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 22,146 | $337.3K | 0.08% | +14+0.1% | Added |
| Altus Wealth Group LLC | 21,132 | $321.8K | 0.20% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,121 | $321.7K | 0.00% | +245+1.2% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $319.8K | 0.02% | 00.0% | Unchanged |
| Selway Asset Management | 20,910 | $318.5K | 0.14% | +270+1.3% | Added |
| Cohen & Steers, Inc. | 19,751 | $301.0K | 0.00% | +4,478+29.3% | Added |
| Harbor Investment Advisory, LLC | 16,700 | $254.3K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,250 | $247.0K | 0.01% | −500−3.0% | Reduced |
| Sowell Financial Services LLC | 16,067 | $245.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 15,330 | $233.5K | 0.00% | −290−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 15,257 | $232.4K | 0.02% | −1,594−9.5% | Reduced |
| McRae Capital Management Inc | 14,400 | $219.3K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,706 | $208.7K | 0.00% | +6,306+85.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,923 | $196.8K | 0.00% | −16,366−55.9% | Reduced |
| Keystone Financial Group | 12,562 | $191.3K | 0.03% | +12,562 | New |
| Merit Financial Group, LLC | 10,325 | $157.3K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,002 | $152.3K | 0.01% | +10,002 | New |
| JPMorgan Chase & Co | 7,554 | $115.0K | 0.00% | +1,146+17.9% | Added |
| Geneos Wealth Management Inc. | 3,380 | $51.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $47.4K | 0.00% | +3,113 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,234 | $34.0K | 0.00% | +55+2.5% | Added |
| Sound Income Strategies, LLC | 2,150 | $32.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $30.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,995 | $30.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $27.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $25.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $15.2K | 0.00% | +1,000 | New |
| Piscataqua Savings Bank | 800 | $12.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 697 | $10.6K | 0.01% | +697 | New |
| Private Trust Co NA | 553 | $8.42K | 0.00% | +553 | New |
| ORG Partners LLC | 500 | $8.00K | 0.00% | +500 | New |
| Sugarloaf Wealth Management, LLC | 385 | $5.86K | 0.00% | −1,741−81.9% | Reduced |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $2.50K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −107,222−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −52,121−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −19,858−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |