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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 164 | $2.50K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 385 | $5.86K | 0.00% | −1,741−81.9% | Reduced |
| ORG Partners LLC | 500 | $8.00K | 0.00% | +500 | New |
| Private Trust Co NA | 553 | $8.42K | 0.00% | +553 | New |
| Sanctuary Wealth Management, L.L.C. | 697 | $10.6K | 0.01% | +697 | New |
| Piscataqua Savings Bank | 800 | $12.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $15.2K | 0.00% | +1,000 | New |
| Optimum Investment Advisors | 1,700 | $25.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $27.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,995 | $30.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $30.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $32.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,234 | $34.0K | 0.00% | +55+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 3,113 | $47.4K | 0.00% | +3,113 | New |
| Geneos Wealth Management Inc. | 3,380 | $51.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,554 | $115.0K | 0.00% | +1,146+17.9% | Added |
| Level Four Advisory Services, LLC | 10,002 | $152.3K | 0.01% | +10,002 | New |
| Merit Financial Group, LLC | 10,325 | $157.3K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 12,562 | $191.3K | 0.03% | +12,562 | New |
| Raymond James Financial Services Advisors, Inc. | 12,923 | $196.8K | 0.00% | −16,366−55.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,706 | $208.7K | 0.00% | +6,306+85.2% | Added |
| McRae Capital Management Inc | 14,400 | $219.3K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,257 | $232.4K | 0.02% | −1,594−9.5% | Reduced |
| Mariner, LLC | 15,330 | $233.5K | 0.00% | −290−1.9% | Reduced |
| Sowell Financial Services LLC | 16,067 | $245.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,250 | $247.0K | 0.01% | −500−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 16,700 | $254.3K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 19,751 | $301.0K | 0.00% | +4,478+29.3% | Added |
| Selway Asset Management | 20,910 | $318.5K | 0.14% | +270+1.3% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $319.8K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,121 | $321.7K | 0.00% | +245+1.2% | Added |
| Altus Wealth Group LLC | 21,132 | $321.8K | 0.20% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 22,146 | $337.3K | 0.08% | +14+0.1% | Added |
| Cetera Advisor Networks LLC | 22,177 | $337.8K | 0.00% | −2,920−11.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,014 | $366.0K | 0.00% | −1,911−7.4% | Reduced |
| Baird Financial Group, Inc. | 24,330 | $370.5K | 0.00% | −138−0.6% | Reduced |
| Bank of America Corp | 25,154 | $383.1K | 0.00% | +223+0.9% | Added |
| Wells Fargo & Company | 27,913 | $425.1K | 0.00% | −10,498−27.3% | Reduced |
| National Asset Management, Inc. | 30,487 | $464.6K | 0.01% | +2,206+7.8% | Added |
| Envestnet Asset Management Inc | 32,483 | $494.7K | 0.00% | −167−0.5% | Reduced |
| GWM Advisors LLC | 33,405 | $508.8K | 0.01% | +3,834+13.0% | Added |
| Golden Green, Inc. | 38,806 | $591.0K | 0.64% | −388−1.0% | Reduced |
| HighTower Advisors, LLC | 40,746 | $620.0K | 0.00% | +262+0.6% | Added |
| Atria Wealth Solutions, Inc. | 40,772 | $621.3K | 0.01% | −102−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 49,300 | $750.9K | 0.00% | +1,897+4.0% | Added |
| Raymond James & Associates | 52,471 | $799.1K | 0.00% | +30,441+138.2% | Added |
| Shaker Financial Services, LLC | 71,030 | $1.08M | 0.47% | +38,678+119.6% | Added |
| TSP Capital Management Group, LLC | 73,050 | $1.11M | 0.40% | −6,230−7.9% | Reduced |
| Fiera Capital Corp | 77,537 | $1.18M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 111,099 | $1.69M | 0.02% | +15,207+15.9% | Added |
| Advisory Resource Group | 131,239 | $2.00M | 0.54% | +640+0.5% | Added |
| Guggenheim Capital LLC | 134,970 | $2.06M | 0.02% | −21,366−13.7% | Reduced |
| LPL Financial LLC | 162,076 | $2.47M | 0.00% | +17,239+11.9% | Added |
| Invesco Ltd. | 194,419 | $2.96M | 0.00% | −3,507−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 209,544 | $3.19M | 0.01% | −6,175−2.9% | Reduced |
| Royal Bank of Canada | 300,535 | $4.58M | 0.00% | +92,202+44.3% | Added |
| UBS Group AG | 318,518 | $4.85M | 0.00% | −58,481−15.5% | Reduced |
| Morgan Stanley | 874,631 | $13.3M | 0.00% | −1,266−0.1% | Reduced |
| 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 |