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