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, Q3 2023
Institutional positions in John Hancock Preferred Income Fund as of Sep 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
- 58
- −1 vs. Q2 2023
- Shares held
- 3.45M
- +43.5K (+1.3%) vs. Q2 2023
- Total value
- $50.3M
- −$1.62M (−3.1%) vs. Q2 2023
- New holders
- 4
- 20 more added
- Sold out
- 5
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 847,528 | $12.3M | 0.00% | −27,103−3.1% | Reduced |
| Royal Bank of Canada | 433,335 | $6.31M | 0.00% | +132,800+44.2% | Added |
| UBS Group AG | 274,754 | $4.00M | 0.00% | −43,764−13.7% | Reduced |
| Commonwealth Equity Services, LLC | 237,084 | $3.45M | 0.01% | +27,540+13.1% | Added |
| Invesco Ltd. | 206,139 | $3.00M | 0.00% | +11,720+6.0% | Added |
| Guggenheim Capital LLC | 176,654 | $2.57M | 0.02% | +41,684+30.9% | Added |
| LPL Financial LLC | 164,883 | $2.40M | 0.00% | +2,807+1.7% | Added |
| Advisory Resource Group | 130,778 | $1.91M | 0.51% | −461−0.4% | Reduced |
| Kestra Advisory Services, LLC | 111,057 | $1.62M | 0.02% | −420.0% | Reduced |
| Advisor Group Holdings, Inc. | 84,119 | $1.23M | 0.00% | +34,819+70.6% | Added |
| Fiera Capital Corp | 77,279 | $1.13M | 0.00% | −258−0.3% | Reduced |
| TSP Capital Management Group, LLC | 72,575 | $1.06M | 0.41% | −475−0.7% | Reduced |
| Raymond James & Associates | 66,123 | $963.4K | 0.00% | +13,652+26.0% | Added |
| HighTower Advisors, LLC | 41,668 | $606.0K | 0.00% | +922+2.3% | Added |
| Atria Wealth Solutions, Inc. | 40,820 | $595.1K | 0.01% | +48+0.1% | Added |
| Golden Green, Inc. | 39,793 | $579.8K | 0.61% | +987+2.5% | Added |
| Envestnet Asset Management Inc | 33,634 | $490.0K | 0.00% | +1,151+3.5% | Added |
| Bank of America Corp | 27,897 | $406.5K | 0.00% | +2,743+10.9% | Added |
| Baird Financial Group, Inc. | 24,756 | $360.7K | 0.00% | +426+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,014 | $350.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 23,612 | $344.0K | 0.00% | +1,435+6.5% | Added |
| Selway Asset Management | 21,945 | $319.7K | 0.15% | +1,035+4.9% | Added |
| GWM Advisors LLC | 21,039 | $306.5K | 0.00% | −12,366−37.0% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $306.0K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 19,261 | $280.6K | 0.07% | −2,885−13.0% | Reduced |
| Private Advisor Group, LLC | 18,632 | $271.5K | 0.00% | −2,489−11.8% | Reduced |
| National Asset Management, Inc. | 17,060 | $248.6K | 0.01% | −13,427−44.0% | Reduced |
| Harbor Investment Advisory, LLC | 16,700 | $243.3K | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 16,201 | $236.0K | 0.11% | −54,829−77.2% | Reduced |
| Sowell Financial Services LLC | 15,900 | $232.0K | 0.01% | −167−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 15,394 | $224.3K | 0.03% | +137+0.9% | Added |
| McRae Capital Management Inc | 14,400 | $209.8K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 13,892 | $202.4K | 0.00% | −1,438−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 13,706 | $199.7K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 12,892 | $187.8K | 0.03% | +330+2.6% | Added |
| Level Four Advisory Services, LLC | 12,152 | $177.1K | 0.01% | +2,150+21.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,743 | $171.1K | 0.00% | −1,180−9.1% | Reduced |
| Merit Financial Group, LLC | 10,325 | $150.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,250 | $149.0K | 0.01% | −6,000−36.9% | Reduced |
| Wells Fargo & Company | 9,726 | $141.7K | 0.00% | −18,187−65.2% | Reduced |
| Geneos Wealth Management Inc. | 3,380 | $49.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $45.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,289 | $33.4K | 0.00% | +55+2.5% | Added |
| Sound Income Strategies, LLC | 2,150 | $31.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $29.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $26.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $24.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,493 | $21.8K | 0.00% | +1,493 | New |
| Headinvest, LLC | 1,078 | $15.7K | 0.00% | +1,078 | New |
| Parallel Advisors, LLC | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 800 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 697 | $10.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $8.06K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 417 | $6.00K | 0.00% | +217+108.5% | Added |
| Sugarloaf Wealth Management, LLC | 385 | $5.60K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 169 | $2.46K | 0.00% | +169 | New |
| Webster Bank, N. A. | 164 | $2.39K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $903 | 0.00% | +62 | New |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −21,132−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −19,751−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −7,554−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |