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, Q4 2023
Institutional positions in John Hancock Preferred Income Fund as of Dec 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
- 57
- 0 vs. Q3 2023
- Shares held
- 3.24M
- −175.5K (−5.1%) vs. Q3 2023
- Total value
- $51.1M
- +$1.36M (+2.7%) vs. Q3 2023
- New holders
- 8
- 19 more added
- Sold out
- 8
- 15 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 484,332 | $7.64M | 0.00% | −363,196−42.9% | Reduced |
| Royal Bank of Canada | 480,003 | $7.57M | 0.00% | +46,668+10.8% | Added |
| UBS Group AG | 345,170 | $5.45M | 0.00% | +70,416+25.6% | Added |
| Commonwealth Equity Services, LLC | 250,293 | $3.95M | 0.01% | +13,209+5.6% | Added |
| Invesco Ltd. | 236,508 | $3.73M | 0.00% | +30,369+14.7% | Added |
| Guggenheim Capital LLC | 206,854 | $3.26M | 0.02% | +30,200+17.1% | Added |
| LPL Financial LLC | 156,950 | $2.48M | 0.00% | −7,933−4.8% | Reduced |
| Advisory Resource Group | 130,131 | $2.05M | 0.51% | −647−0.5% | Reduced |
| TSP Capital Management Group, LLC | 113,515 | $1.79M | 0.62% | +40,940+56.4% | Added |
| Kestra Advisory Services, LLC | 108,083 | $1.71M | 0.01% | −2,974−2.7% | Reduced |
| Fiera Capital Corp | 77,279 | $1.22M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 77,146 | $1.22M | 0.00% | +11,023+16.7% | Added |
| Advisor Group Holdings, Inc. | 64,543 | $1.02M | 0.00% | −19,576−23.3% | Reduced |
| HighTower Advisors, LLC | 41,952 | $660.0K | 0.00% | +284+0.7% | Added |
| Shaker Financial Services, LLC | 40,100 | $637.7K | 0.26% | +23,899+147.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,076 | $553.0K | 0.00% | +11,062+46.1% | Added |
| Envestnet Asset Management Inc | 34,579 | $545.7K | 0.00% | +945+2.8% | Added |
| GWM Advisors LLC | 31,976 | $502.8K | 0.00% | +10,937+52.0% | Added |
| Atria Wealth Solutions, Inc. | 28,875 | $455.7K | 0.01% | −11,945−29.3% | Reduced |
| Level Four Advisory Services, LLC | 26,810 | $423.1K | 0.02% | +14,658+120.6% | Added |
| Baird Financial Group, Inc. | 23,831 | $376.1K | 0.00% | −925−3.7% | Reduced |
| Bank of America Corp | 21,164 | $334.0K | 0.00% | −6,733−24.1% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $331.4K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,878 | $313.7K | 0.00% | +1,246+6.7% | Added |
| Susquehanna International Group, LLP | 19,551 | $308.5K | 0.00% | +19,551 | New |
| Cetera Advisor Networks LLC | 19,350 | $305.3K | 0.00% | −4,262−18.1% | Reduced |
| National Asset Management, Inc. | 18,451 | $293.4K | 0.01% | +1,391+8.2% | Added |
| Selway Asset Management | 18,145 | $286.3K | 0.12% | −3,800−17.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,809 | $233.7K | 0.05% | −4,452−23.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,273 | $209.4K | 0.00% | −433−3.2% | Reduced |
| Harbor Investment Advisory, LLC | 12,200 | $192.5K | 0.02% | −4,500−26.9% | Reduced |
| Wedbush Securities Inc | 12,183 | $192.0K | 0.01% | +1,933+18.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,364 | $179.3K | 0.00% | −379−3.2% | Reduced |
| Wells Fargo & Company | 10,651 | $168.1K | 0.00% | +925+9.5% | Added |
| Merit Financial Group, LLC | 10,326 | $163.0K | 0.00% | +10.0% | Added |
| Geneos Wealth Management Inc. | 3,380 | $53.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $49.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $33.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $31.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $28.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,720 | $26.9K | 0.00% | +1,720 | New |
| Optimum Investment Advisors | 1,700 | $26.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 951 | $15.0K | 0.01% | +951 | New |
| Piscataqua Savings Bank | 800 | $12.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 700 | $11.0K | 0.00% | +700 | New |
| Sanctuary Wealth Management, L.L.C. | 697 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $8.73K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 481 | $8.00K | 0.00% | +64+15.3% | Added |
| Sugarloaf Wealth Management, LLC | 385 | $6.07K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $4.81K | 0.00% | +304 | New |
| Webster Bank, N. A. | 164 | $2.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $2.37K | 0.00% | +150 | New |
| Comerica Bank | 129 | $2.04K | 0.00% | −1,364−91.4% | Reduced |
| JPMorgan Chase & Co | 92 | $1.45K | 0.00% | +92 | New |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $0 | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −15,394−100.0% | Sold out |
| McRae Capital Management Inc | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,892−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −12,892−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Golden Green, Inc. | – | – | – | – | Not filed |