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, Q2 2024
Institutional positions in John Hancock Preferred Income Fund as of Jun 30, 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
- 55
- −3 vs. Q1 2024
- Shares held
- 3.34M
- −180.0K (−5.1%) vs. Q1 2024
- Total value
- $55.8M
- −$2.68M (−4.6%) vs. Q1 2024
- New holders
- 2
- 20 more added
- Sold out
- 5
- 15 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 540,432 | $9.03M | 0.00% | +151,474+38.9% | Added |
| Royal Bank of Canada | 502,334 | $8.39M | 0.00% | +15,543+3.2% | Added |
| Commonwealth Equity Services, LLC | 278,544 | $4.65M | 0.01% | +3,692+1.3% | Added |
| Guggenheim Capital LLC | 277,068 | $4.63M | 0.03% | +56,789+25.8% | Added |
| Morgan Stanley | 221,488 | $3.70M | 0.00% | −468,686−67.9% | Reduced |
| Invesco Ltd. | 171,251 | $2.86M | 0.00% | −3,540−2.0% | Reduced |
| LPL Financial LLC | 162,209 | $2.71M | 0.00% | −789−0.5% | Reduced |
| TSP Capital Management Group, LLC | 126,865 | $2.12M | 0.66% | +1,400+1.1% | Added |
| Advisory Resource Group | 124,319 | $2.08M | 0.47% | −1,183−0.9% | Reduced |
| Kestra Advisory Services, LLC | 118,305 | $1.98M | 0.01% | +6,299+5.6% | Added |
| Global Retirement Partners, LLC | 93,640 | $1.56M | 0.05% | +90,412+2,800.9% | Added |
| Raymond James & Associates | 80,060 | $1.34M | 0.00% | +1,351+1.7% | Added |
| Fiera Capital Corp | 77,416 | $1.29M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 52,514 | $877.5K | 0.00% | −4,539−8.0% | Reduced |
| HighTower Advisors, LLC | 45,409 | $757.0K | 0.00% | −799−1.7% | Reduced |
| Level Four Advisory Services, LLC | 44,912 | $750.5K | 0.03% | +18,102+67.5% | Added |
| Atria Wealth Solutions, Inc. | 42,047 | $702.7K | 0.01% | +2,751+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,792 | $615.0K | 0.00% | −100−0.3% | Reduced |
| Bank of America Corp | 32,807 | $548.2K | 0.00% | +31+0.1% | Added |
| Shaker Financial Services, LLC | 31,040 | $518.7K | 0.21% | −35,334−53.2% | Reduced |
| Envestnet Asset Management Inc | 30,891 | $516.2K | 0.00% | +1,756+6.0% | Added |
| Cetera Investment Advisers | 30,130 | $503.5K | 0.00% | +4,846+19.2% | Added |
| GWM Advisors LLC | 25,112 | $419.6K | 0.00% | −8,202−24.6% | Reduced |
| Private Advisor Group, LLC | 22,239 | $371.6K | 0.00% | +275+1.3% | Added |
| Avidian Wealth Solutions, LLC | 21,000 | $350.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,878 | $298.7K | 0.00% | +7,846+78.2% | Added |
| Selway Asset Management | 17,875 | $298.7K | 0.12% | −270−1.5% | Reduced |
| National Asset Management, Inc. | 15,598 | $260.9K | 0.01% | −1,462−8.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,809 | $233.7K | 0.05% | −9−0.1% | Reduced |
| Baird Financial Group, Inc. | 12,672 | $211.7K | 0.00% | −17−0.1% | Reduced |
| Wedbush Securities Inc | 11,883 | $199.0K | 0.01% | +600+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,578 | $193.5K | 0.00% | +172+1.5% | Added |
| Merit Financial Group, LLC | 10,327 | $172.6K | 0.00% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 6,967 | $116.4K | 0.00% | −1,480−17.5% | Reduced |
| Harbor Investment Advisory, LLC | 5,500 | $91.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $52.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,080 | $51.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,302 | $38.5K | 0.00% | +2,302 | New |
| CoreCap Advisors, LLC | 2,250 | $37.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $35.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $33.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $30.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,560 | $26.1K | 0.01% | −140−8.2% | Reduced |
| Parallel Advisors, LLC | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 928 | $16.0K | 0.00% | +21+2.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 697 | $11.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $9.24K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $8.32K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 503 | $8.00K | 0.00% | +11+2.2% | Added |
| Piscataqua Savings Bank | 400 | $6.68K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 396 | $6.62K | 0.00% | +396 | New |
| Sugarloaf Wealth Management, LLC | 385 | $6.43K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $3.34K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $2.74K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| FSA Wealth Management LLC | – | – | – | – | Not filed |