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