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, Q1 2024
Institutional positions in John Hancock Preferred Income Fund as of Mar 31, 2024. 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
- +3 vs. Q4 2023
- Shares held
- 3.06M
- −180.0K (−5.6%) vs. Q4 2023
- Total value
- $50.8M
- −$300.7K (−0.6%) vs. Q4 2023
- New holders
- 10
- 20 more added
- Sold out
- 7
- 14 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 486,791 | $8.10M | 0.00% | +6,788+1.4% | Added |
| UBS Group AG | 388,958 | $6.47M | 0.00% | +43,788+12.7% | Added |
| Commonwealth Equity Services, LLC | 274,852 | $4.57M | 0.01% | +24,559+9.8% | Added |
| Morgan Stanley | 230,058 | $3.83M | 0.00% | −254,274−52.5% | Reduced |
| Guggenheim Capital LLC | 220,279 | $3.66M | 0.03% | +13,425+6.5% | Added |
| Invesco Ltd. | 174,791 | $2.91M | 0.00% | −61,717−26.1% | Reduced |
| LPL Financial LLC | 162,998 | $2.71M | 0.00% | +6,048+3.9% | Added |
| Advisory Resource Group | 125,502 | $2.09M | 0.48% | −4,629−3.6% | Reduced |
| TSP Capital Management Group, LLC | 125,465 | $2.09M | 0.67% | +11,950+10.5% | Added |
| Kestra Advisory Services, LLC | 112,006 | $1.86M | 0.01% | +3,923+3.6% | Added |
| Raymond James & Associates | 78,709 | $1.31M | 0.00% | +1,563+2.0% | Added |
| Fiera Capital Corp | 77,416 | $1.29M | 0.00% | +137+0.2% | Added |
| Shaker Financial Services, LLC | 66,374 | $1.10M | 0.43% | +26,274+65.5% | Added |
| Advisor Group Holdings, Inc. | 57,053 | $948.8K | 0.00% | −7,490−11.6% | Reduced |
| HighTower Advisors, LLC | 46,208 | $768.0K | 0.00% | +4,256+10.1% | Added |
| Atria Wealth Solutions, Inc. | 39,296 | $653.6K | 0.01% | +10,421+36.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,892 | $614.0K | 0.00% | +1,816+5.2% | Added |
| GWM Advisors LLC | 33,314 | $554.0K | 0.00% | +1,338+4.2% | Added |
| Bank of America Corp | 32,776 | $545.1K | 0.00% | +11,612+54.9% | Added |
| Envestnet Asset Management Inc | 29,135 | $484.5K | 0.00% | −5,444−15.7% | Reduced |
| Level Four Advisory Services, LLC | 26,810 | $423.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,284 | $420.5K | 0.00% | +25,284 | New |
| Private Advisor Group, LLC | 21,964 | $365.3K | 0.00% | +2,086+10.5% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $349.2K | 0.02% | 00.0% | Unchanged |
| Selway Asset Management | 18,145 | $301.8K | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,060 | $248.6K | 0.01% | −1,391−7.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,818 | $246.4K | 0.05% | +9+0.1% | Added |
| Jane Street Group, LLC | 13,075 | $217.4K | 0.00% | +13,075 | New |
| Baird Financial Group, Inc. | 12,689 | $211.0K | 0.00% | −11,142−46.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,406 | $189.7K | 0.00% | +42+0.4% | Added |
| Wedbush Securities Inc | 11,283 | $188.0K | 0.01% | −900−7.4% | Reduced |
| Merit Financial Group, LLC | 10,326 | $171.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,032 | $166.8K | 0.00% | −619−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 8,447 | $140.5K | 0.00% | −4,826−36.4% | Reduced |
| Harbor Investment Advisory, LLC | 5,500 | $91.5K | 0.01% | −6,700−54.9% | Reduced |
| CWM, LLC | 3,466 | $58.0K | 0.00% | +3,466 | New |
| Global Retirement Partners, LLC | 3,228 | $53.7K | 0.00% | +1,508+87.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,113 | $51.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,080 | $51.2K | 0.00% | −300−8.9% | Reduced |
| CoreCap Advisors, LLC | 2,250 | $37.4K | 0.00% | +2,250 | New |
| Sound Income Strategies, LLC | 2,150 | $35.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $30.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,700 | $28.3K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,240 | $20.6K | 0.00% | +1,240 | New |
| Parallel Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 960 | $16.0K | 0.00% | +960 | New |
| Allworth Financial LP | 907 | $15.1K | 0.00% | +907 | New |
| Northwestern Mutual Wealth Management Co | 780 | $13.0K | 0.00% | +780 | New |
| Sanctuary Wealth Management, L.L.C. | 697 | $11.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $9.20K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 501 | $8.33K | 0.00% | −450−47.3% | Reduced |
| ORG Partners LLC | 500 | $8.27K | 0.02% | +500 | New |
| AlphaMark Advisors, LLC | 492 | $8.00K | 0.00% | +11+2.3% | Added |
| Piscataqua Savings Bank | 400 | $6.65K | 0.01% | −400−50.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 385 | $6.40K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $3.32K | 0.00% | +200 | New |
| Webster Bank, N. A. | 164 | $2.73K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $1.03K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,551−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,350−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |