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, Q4 2024
Institutional positions in John Hancock Preferred Income Fund as of Dec 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
- 62
- +8 vs. Q3 2024
- Shares held
- 3.46M
- +162.2K (+4.9%) vs. Q3 2024
- Total value
- $57.6M
- −$4.90M (−7.8%) vs. Q3 2024
- New holders
- 14
- 15 more added
- Sold out
- 6
- 16 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 577,748 | $9.61M | 0.00% | +21,344+3.8% | Added |
| Royal Bank of Canada | 566,014 | $9.41M | 0.00% | +7,101+1.3% | Added |
| Guggenheim Capital LLC | 266,306 | $4.43M | 0.04% | −21,335−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 260,223 | $4.33M | 0.01% | +16,029+6.6% | Added |
| Morgan Stanley | 232,987 | $3.87M | 0.00% | +14,284+6.5% | Added |
| Invesco Ltd. | 193,150 | $3.21M | 0.00% | +18,482+10.6% | Added |
| LPL Financial LLC | 170,410 | $2.83M | 0.00% | +15,257+9.8% | Added |
| TSP Capital Management Group, LLC | 130,215 | $2.17M | 0.74% | +3,200+2.5% | Added |
| Raymond James Financial Inc | 107,406 | $1.79M | 0.00% | +107,406 | New |
| Advisory Resource Group | 106,040 | $1.76M | 0.37% | −6,648−5.9% | Reduced |
| Kestra Advisory Services, LLC | 99,188 | $1.65M | 0.01% | −18,563−15.8% | Reduced |
| Fiera Capital Corp | 76,904 | $1.28M | 0.00% | −1,682−2.1% | Reduced |
| Bank of America Corp | 60,797 | $1.01M | 0.00% | −277−0.5% | Reduced |
| Level Four Advisory Services, LLC | 45,653 | $759.2K | 0.03% | +1,218+2.7% | Added |
| HighTower Advisors, LLC | 42,732 | $710.6K | 0.00% | +88+0.2% | Added |
| Advisor Group Holdings, Inc. | 39,895 | $663.4K | 0.00% | −8,575−17.7% | Reduced |
| Global Retirement Partners, LLC | 38,266 | $636.4K | 0.02% | −53,409−58.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,938 | $614.0K | 0.00% | +146+0.4% | Added |
| Cohen & Steers, Inc. | 34,397 | $572.0K | 0.00% | +34,397 | New |
| Cetera Investment Advisers | 32,382 | $538.5K | 0.00% | +3,526+12.2% | Added |
| Envestnet Asset Management Inc | 29,415 | $489.2K | 0.00% | −122−0.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 26,518 | $441.0K | 0.14% | +26,518 | New |
| SAM Advisors, LLC | 25,143 | $418.1K | 0.15% | −1,794−6.7% | Reduced |
| Wells Fargo & Company | 24,440 | $406.4K | 0.00% | −650−2.6% | Reduced |
| GWM Advisors LLC | 21,005 | $349.3K | 0.00% | −1,353−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $349.2K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,649 | $343.4K | 0.00% | +20,649 | New |
| Everstar Asset Management, LLC | 20,520 | $341.2K | 0.24% | −3,000−12.8% | Reduced |
| Mallini Complete Financial Planning LLC | 18,098 | $301.0K | 0.29% | +18,098 | New |
| Selway Asset Management | 17,985 | $299.1K | 0.12% | +110+0.6% | Added |
| Atria Wealth Solutions, Inc. | 17,719 | $294.7K | 0.00% | −24,645−58.2% | Reduced |
| National Asset Management, Inc. | 16,809 | $281.6K | 0.01% | +728+4.5% | Added |
| Private Advisor Group, LLC | 16,713 | $277.9K | 0.00% | −2,107−11.2% | Reduced |
| Wedbush Securities Inc | 11,883 | $198.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,516 | $174.9K | 0.00% | +10,516 | New |
| Halbert Hargrove Global Advisors, LLC | 7,620 | $126.7K | 0.01% | +7,620 | New |
| Harbor Investment Advisory, LLC | 5,175 | $86.1K | 0.01% | −325−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,113 | $51.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,677 | $46.4K | 0.02% | +2,677 | New |
| Geneos Wealth Management Inc. | 2,680 | $44.6K | 0.00% | −400−13.0% | Reduced |
| Wolverine Asset Management LLC | 2,649 | $44.1K | 0.00% | +2,649 | New |
| Tandem Financial, LLC | 2,381 | $39.9K | 0.04% | +2,381 | 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 | 1,560 | $25.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,550 | $25.8K | 0.00% | +1,550 | New |
| Allworth Financial LP | 1,482 | $25.2K | 0.00% | +534+56.3% | Added |
| Parallel Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 950 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 867 | $14.4K | 0.01% | +867 | 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 |
| MAI Capital Management | 550 | $9.15K | 0.00% | +550 | New |
| Clearstead Advisors, LLC | 549 | $9.13K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 525 | $9.00K | 0.00% | +11+2.1% | Added |
| Elequin Capital LP | 525 | $8.73K | 0.00% | +525 | New |
| ORG Partners LLC | 500 | $8.31K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $6.65K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 385 | $6.40K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 164 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Archvest Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |