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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 164 | $2.73K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 385 | $6.40K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $6.65K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $8.31K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 525 | $8.73K | 0.00% | +525 | New |
| AlphaMark Advisors, LLC | 525 | $9.00K | 0.00% | +11+2.1% | Added |
| Clearstead Advisors, LLC | 549 | $9.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 550 | $9.15K | 0.00% | +550 | New |
| Private Trust Co NA | 553 | $9.20K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 697 | $11.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 867 | $14.4K | 0.01% | +867 | New |
| Bokf, NA | 950 | $15.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,482 | $25.2K | 0.00% | +534+56.3% | Added |
| Washington Trust Co | 1,550 | $25.8K | 0.00% | +1,550 | New |
| Optimum Investment Advisors | 1,560 | $25.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $30.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $35.8K | 0.00% | 00.0% | Unchanged |
| Tandem Financial, LLC | 2,381 | $39.9K | 0.04% | +2,381 | New |
| Wolverine Asset Management LLC | 2,649 | $44.1K | 0.00% | +2,649 | New |
| Geneos Wealth Management Inc. | 2,680 | $44.6K | 0.00% | −400−13.0% | Reduced |
| Ameriflex Group, Inc. | 2,677 | $46.4K | 0.02% | +2,677 | New |
| Cullen/Frost Bankers, Inc. | 3,113 | $51.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,175 | $86.1K | 0.01% | −325−5.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,620 | $126.7K | 0.01% | +7,620 | New |
| Merit Financial Group, LLC | 10,516 | $174.9K | 0.00% | +10,516 | New |
| Wedbush Securities Inc | 11,883 | $198.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,713 | $277.9K | 0.00% | −2,107−11.2% | Reduced |
| National Asset Management, Inc. | 16,809 | $281.6K | 0.01% | +728+4.5% | Added |
| Atria Wealth Solutions, Inc. | 17,719 | $294.7K | 0.00% | −24,645−58.2% | Reduced |
| Selway Asset Management | 17,985 | $299.1K | 0.12% | +110+0.6% | Added |
| Mallini Complete Financial Planning LLC | 18,098 | $301.0K | 0.29% | +18,098 | New |
| Everstar Asset Management, LLC | 20,520 | $341.2K | 0.24% | −3,000−12.8% | Reduced |
| Susquehanna International Group, LLP | 20,649 | $343.4K | 0.00% | +20,649 | New |
| Avidian Wealth Solutions, LLC | 21,000 | $349.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,005 | $349.3K | 0.00% | −1,353−6.1% | Reduced |
| Wells Fargo & Company | 24,440 | $406.4K | 0.00% | −650−2.6% | Reduced |
| SAM Advisors, LLC | 25,143 | $418.1K | 0.15% | −1,794−6.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 26,518 | $441.0K | 0.14% | +26,518 | New |
| Envestnet Asset Management Inc | 29,415 | $489.2K | 0.00% | −122−0.4% | Reduced |
| Cetera Investment Advisers | 32,382 | $538.5K | 0.00% | +3,526+12.2% | Added |
| Cohen & Steers, Inc. | 34,397 | $572.0K | 0.00% | +34,397 | New |
| Cambridge Investment Research Advisors, Inc. | 36,938 | $614.0K | 0.00% | +146+0.4% | Added |
| Global Retirement Partners, LLC | 38,266 | $636.4K | 0.02% | −53,409−58.3% | Reduced |
| Advisor Group Holdings, Inc. | 39,895 | $663.4K | 0.00% | −8,575−17.7% | Reduced |
| HighTower Advisors, LLC | 42,732 | $710.6K | 0.00% | +88+0.2% | Added |
| Level Four Advisory Services, LLC | 45,653 | $759.2K | 0.03% | +1,218+2.7% | Added |
| Bank of America Corp | 60,797 | $1.01M | 0.00% | −277−0.5% | Reduced |
| Fiera Capital Corp | 76,904 | $1.28M | 0.00% | −1,682−2.1% | Reduced |
| Kestra Advisory Services, LLC | 99,188 | $1.65M | 0.01% | −18,563−15.8% | Reduced |
| Advisory Resource Group | 106,040 | $1.76M | 0.37% | −6,648−5.9% | Reduced |
| Raymond James Financial Inc | 107,406 | $1.79M | 0.00% | +107,406 | New |
| TSP Capital Management Group, LLC | 130,215 | $2.17M | 0.74% | +3,200+2.5% | Added |
| LPL Financial LLC | 170,410 | $2.83M | 0.00% | +15,257+9.8% | Added |
| Invesco Ltd. | 193,150 | $3.21M | 0.00% | +18,482+10.6% | Added |
| Morgan Stanley | 232,987 | $3.87M | 0.00% | +14,284+6.5% | Added |
| Commonwealth Equity Services, LLC | 260,223 | $4.33M | 0.01% | +16,029+6.6% | Added |
| Guggenheim Capital LLC | 266,306 | $4.43M | 0.04% | −21,335−7.4% | Reduced |
| Royal Bank of Canada | 566,014 | $9.41M | 0.00% | +7,101+1.3% | Added |
| UBS Group AG | 577,748 | $9.61M | 0.00% | +21,344+3.8% | Added |
| 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 |