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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 62 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 92 | $1.45K | 0.00% | +92 | New |
| Comerica Bank | 129 | $2.04K | 0.00% | −1,364−91.4% | Reduced |
| Gradient Investments LLC | 150 | $2.37K | 0.00% | +150 | New |
| Webster Bank, N. A. | 164 | $2.59K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $4.81K | 0.00% | +304 | New |
| Sugarloaf Wealth Management, LLC | 385 | $6.07K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 481 | $8.00K | 0.00% | +64+15.3% | Added |
| Private Trust Co NA | 553 | $8.73K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 697 | $11.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 700 | $11.0K | 0.00% | +700 | New |
| Piscataqua Savings Bank | 800 | $12.6K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 951 | $15.0K | 0.01% | +951 | New |
| Parallel Advisors, LLC | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $26.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,720 | $26.9K | 0.00% | +1,720 | New |
| Steward Partners Investment Advisory, LLC | 1,821 | $28.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $31.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $33.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $49.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,380 | $53.3K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,326 | $163.0K | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 10,651 | $168.1K | 0.00% | +925+9.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,364 | $179.3K | 0.00% | −379−3.2% | Reduced |
| Wedbush Securities Inc | 12,183 | $192.0K | 0.01% | +1,933+18.9% | Added |
| Harbor Investment Advisory, LLC | 12,200 | $192.5K | 0.02% | −4,500−26.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,273 | $209.4K | 0.00% | −433−3.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,809 | $233.7K | 0.05% | −4,452−23.1% | Reduced |
| Selway Asset Management | 18,145 | $286.3K | 0.12% | −3,800−17.3% | Reduced |
| National Asset Management, Inc. | 18,451 | $293.4K | 0.01% | +1,391+8.2% | Added |
| Cetera Advisor Networks LLC | 19,350 | $305.3K | 0.00% | −4,262−18.1% | Reduced |
| Susquehanna International Group, LLP | 19,551 | $308.5K | 0.00% | +19,551 | New |
| Private Advisor Group, LLC | 19,878 | $313.7K | 0.00% | +1,246+6.7% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $331.4K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 21,164 | $334.0K | 0.00% | −6,733−24.1% | Reduced |
| Baird Financial Group, Inc. | 23,831 | $376.1K | 0.00% | −925−3.7% | Reduced |
| Level Four Advisory Services, LLC | 26,810 | $423.1K | 0.02% | +14,658+120.6% | Added |
| Atria Wealth Solutions, Inc. | 28,875 | $455.7K | 0.01% | −11,945−29.3% | Reduced |
| GWM Advisors LLC | 31,976 | $502.8K | 0.00% | +10,937+52.0% | Added |
| Envestnet Asset Management Inc | 34,579 | $545.7K | 0.00% | +945+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,076 | $553.0K | 0.00% | +11,062+46.1% | Added |
| Shaker Financial Services, LLC | 40,100 | $637.7K | 0.26% | +23,899+147.5% | Added |
| HighTower Advisors, LLC | 41,952 | $660.0K | 0.00% | +284+0.7% | Added |
| Advisor Group Holdings, Inc. | 64,543 | $1.02M | 0.00% | −19,576−23.3% | Reduced |
| Raymond James & Associates | 77,146 | $1.22M | 0.00% | +11,023+16.7% | Added |
| Fiera Capital Corp | 77,279 | $1.22M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 108,083 | $1.71M | 0.01% | −2,974−2.7% | Reduced |
| TSP Capital Management Group, LLC | 113,515 | $1.79M | 0.62% | +40,940+56.4% | Added |
| Advisory Resource Group | 130,131 | $2.05M | 0.51% | −647−0.5% | Reduced |
| LPL Financial LLC | 156,950 | $2.48M | 0.00% | −7,933−4.8% | Reduced |
| Guggenheim Capital LLC | 206,854 | $3.26M | 0.02% | +30,200+17.1% | Added |
| Invesco Ltd. | 236,508 | $3.73M | 0.00% | +30,369+14.7% | Added |
| Commonwealth Equity Services, LLC | 250,293 | $3.95M | 0.01% | +13,209+5.6% | Added |
| UBS Group AG | 345,170 | $5.45M | 0.00% | +70,416+25.6% | Added |
| Royal Bank of Canada | 480,003 | $7.57M | 0.00% | +46,668+10.8% | Added |
| Morgan Stanley | 484,332 | $7.64M | 0.00% | −363,196−42.9% | Reduced |
| 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 |