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, Q1 2025
Institutional positions in John Hancock Preferred Income Fund as of Mar 31, 2025. 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
- 64
- +6 vs. Q4 2024
- Shares held
- 3.74M
- +316.9K (+9.3%) vs. Q4 2024
- Total value
- $62.0M
- +$5.11M (+9.0%) vs. Q4 2024
- New holders
- 10
- 18 more added
- Sold out
- 4
- 17 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peoples Bank | 100 | $1.66K | 0.00% | −100−50.0% | Reduced |
| Webster Bank, N. A. | 164 | $2.72K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $3.33K | 0.00% | +200 | New |
| Elequin Capital LP | 305 | $5.06K | 0.00% | −220−41.9% | Reduced |
| Piscataqua Savings Bank | 400 | $6.64K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $8.30K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 549 | $9.11K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 550 | $9.13K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 553 | $9.17K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 867 | $14.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,503 | $23.6K | 0.00% | +21+1.4% | Added |
| Consultiva Wealth Management, Corp. | 1,500 | $24.9K | 0.09% | +1,500 | New |
| Optimum Investment Advisors | 1,560 | $25.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,800 | $29.9K | 0.00% | +1,800 | New |
| Steward Partners Investment Advisory, LLC | 1,821 | $30.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $35.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,505 | $41.6K | 0.02% | −172−6.4% | Reduced |
| Geneos Wealth Management Inc. | 2,680 | $44.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,113 | $51.6K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,211 | $53.3K | 0.03% | +3,211 | New |
| Harbor Investment Advisory, LLC | 5,175 | $85.9K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7,620 | $126.4K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,900 | $180.8K | 0.01% | +10,900 | New |
| Merit Financial Group, LLC | 11,218 | $186.1K | 0.00% | +702+6.7% | Added |
| Wedbush Securities Inc | 11,883 | $197.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,600 | $225.6K | 0.00% | −4,119−23.2% | Reduced |
| Mariner, LLC | 13,643 | $226.3K | 0.00% | +13,643 | New |
| Private Advisor Group, LLC | 14,762 | $244.9K | 0.00% | −1,951−11.7% | Reduced |
| Everstar Asset Management, LLC | 16,220 | $269.1K | 0.18% | −4,300−21.0% | Reduced |
| Mallini Complete Financial Planning LLC | 16,382 | $271.8K | 0.26% | −1,716−9.5% | Reduced |
| Norris Financial Group, LLC | 16,600 | $275.4K | 0.13% | +16,600 | New |
| National Asset Management, Inc. | 16,852 | $279.6K | 0.01% | +43+0.3% | Added |
| Susquehanna International Group, LLP | 17,024 | $282.4K | 0.00% | −3,625−17.6% | Reduced |
| GWM Advisors LLC | 20,555 | $341.0K | 0.00% | −450−2.1% | Reduced |
| Wells Fargo & Company | 20,697 | $343.4K | 0.00% | −3,743−15.3% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $348.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,862 | $429.1K | 0.00% | −16,870−39.5% | Reduced |
| Stratos Wealth Partners, LTD. | 26,135 | $433.6K | 0.01% | +26,135 | New |
| LaSalle St. Investment Advisors, LLC | 26,185 | $434.0K | 0.10% | −333−1.3% | Reduced |
| Janney Montgomery Scott LLC | 26,300 | $436.0K | 0.00% | +26,300 | New |
| SAM Advisors, LLC | 26,696 | $442.9K | 0.17% | +1,553+6.2% | Added |
| Selway Asset Management | 27,425 | $455.0K | 0.19% | +9,440+52.5% | Added |
| Envestnet Asset Management Inc | 29,535 | $490.0K | 0.00% | +120+0.4% | Added |
| Cetera Investment Advisers | 33,147 | $549.9K | 0.00% | +765+2.4% | Added |
| Level Four Advisory Services, LLC | 33,213 | $551.0K | 0.02% | −12,440−27.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,538 | $623.0K | 0.00% | +600+1.6% | Added |
| Advisor Group Holdings, Inc. | 42,937 | $712.3K | 0.00% | +3,042+7.6% | Added |
| J.W. Cole Advisors, Inc. | 70,295 | $1.17M | 0.04% | +70,295 | New |
| Fiera Capital Corp | 76,904 | $1.28M | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 87,264 | $1.45M | 0.00% | +52,867+153.7% | Added |
| Bank of America Corp | 98,788 | $1.64M | 0.00% | +37,991+62.5% | Added |
| Advisory Resource Group | 106,058 | $1.76M | 0.36% | +180.0% | Added |
| Kestra Advisory Services, LLC | 108,071 | $1.79M | 0.01% | +8,883+9.0% | Added |
| Raymond James Financial Inc | 113,795 | $1.89M | 0.00% | +6,389+5.9% | Added |
| TSP Capital Management Group, LLC | 128,860 | $2.14M | 0.70% | −1,355−1.0% | Reduced |
| LPL Financial LLC | 183,128 | $3.04M | 0.00% | +12,718+7.5% | Added |
| Invesco Ltd. | 188,186 | $3.12M | 0.00% | −4,964−2.6% | Reduced |
| Guggenheim Capital LLC | 257,362 | $4.27M | 0.04% | −8,944−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 259,954 | $4.31M | 0.01% | −269−0.1% | Reduced |
| Morgan Stanley | 279,235 | $4.63M | 0.00% | +46,248+19.9% | Added |
| Royal Bank of Canada | 567,767 | $9.42M | 0.00% | +1,753+0.3% | Added |
| UBS Group AG | 614,015 | $10.2M | 0.00% | +36,267+6.3% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Tandem Financial, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |