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, Q3 2024
Institutional positions in John Hancock Preferred Income Fund as of Sep 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
- 56
- +1 vs. Q2 2024
- Shares held
- 3.39M
- +53.5K (+1.6%) vs. Q2 2024
- Total value
- $64.2M
- +$8.46M (+15.2%) vs. Q2 2024
- New holders
- 7
- 13 more added
- Sold out
- 6
- 16 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 558,913 | $10.6M | 0.00% | +56,579+11.3% | Added |
| UBS Group AG | 556,404 | $10.5M | 0.00% | +15,972+3.0% | Added |
| Guggenheim Capital LLC | 287,641 | $5.45M | 0.04% | +10,573+3.8% | Added |
| Commonwealth Equity Services, LLC | 244,194 | $4.63M | 0.01% | −34,350−12.3% | Reduced |
| Morgan Stanley | 218,703 | $4.14M | 0.00% | −2,785−1.3% | Reduced |
| Invesco Ltd. | 174,668 | $3.31M | 0.00% | +3,417+2.0% | Added |
| LPL Financial LLC | 155,153 | $2.94M | 0.00% | −7,056−4.3% | Reduced |
| TSP Capital Management Group, LLC | 127,015 | $2.41M | 0.74% | +150+0.1% | Added |
| Kestra Advisory Services, LLC | 117,751 | $2.23M | 0.01% | −554−0.5% | Reduced |
| Advisory Resource Group | 112,688 | $2.14M | 0.46% | −11,631−9.4% | Reduced |
| Global Retirement Partners, LLC | 91,675 | $1.74M | 0.05% | −1,965−2.1% | Reduced |
| Raymond James & Associates | 81,836 | $1.55M | 0.00% | +1,776+2.2% | Added |
| Fiera Capital Corp | 78,586 | $1.49M | 0.00% | +1,170+1.5% | Added |
| Bank of America Corp | 61,074 | $1.16M | 0.00% | +28,267+86.2% | Added |
| Advisor Group Holdings, Inc. | 48,470 | $918.5K | 0.00% | −4,044−7.7% | Reduced |
| HighTower Advisors, LLC | 42,644 | $809.0K | 0.00% | −2,765−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 42,364 | $803.5K | 0.01% | +317+0.8% | Added |
| Level Four Advisory Services, LLC | 44,435 | $798.1K | 0.03% | −477−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,792 | $697.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,537 | $559.7K | 0.00% | −1,354−4.4% | Reduced |
| Cetera Investment Advisers | 28,856 | $546.8K | 0.00% | −1,274−4.2% | Reduced |
| SAM Advisors, LLC | 26,937 | $510.5K | 0.19% | +26,937 | New |
| Wells Fargo & Company | 25,090 | $475.5K | 0.00% | +7,212+40.3% | Added |
| Everstar Asset Management, LLC | 23,520 | $445.7K | 0.31% | +23,520 | New |
| GWM Advisors LLC | 22,358 | $423.7K | 0.00% | −2,754−11.0% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $397.9K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,820 | $356.6K | 0.00% | −3,419−15.4% | Reduced |
| Selway Asset Management | 17,875 | $338.7K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,081 | $306.2K | 0.01% | +483+3.1% | Added |
| Wedbush Securities Inc | 11,883 | $225.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,996 | $208.4K | 0.00% | −582−5.0% | Reduced |
| Sowell Financial Services LLC | 10,900 | $207.0K | 0.01% | +10,900 | New |
| Mutual Advisors, LLC | 10,217 | $187.4K | 0.01% | +10,217 | New |
| Harbor Investment Advisory, LLC | 5,500 | $104.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $94.8K | 0.00% | +5,000 | New |
| Archvest Wealth Advisors, Inc. | 3,350 | $63.5K | 0.04% | +3,350 | New |
| Cullen/Frost Bankers, Inc. | 3,113 | $59.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,080 | $58.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $40.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $37.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,875 | $35.5K | 0.00% | −375−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,821 | $34.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,560 | $29.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 950 | $18.1K | 0.00% | +950 | New |
| Allworth Financial LP | 948 | $18.0K | 0.00% | +20+2.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 697 | $13.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 549 | $10.4K | 0.00% | −1,753−76.2% | Reduced |
| AlphaMark Advisors, LLC | 514 | $10.0K | 0.00% | +11+2.2% | Added |
| ORG Partners LLC | 500 | $9.47K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $7.58K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 385 | $7.29K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $3.79K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $3.11K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −31,040−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −14,809−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −12,672−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −10,327−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,967−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |