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, Q2 2025
Institutional positions in John Hancock Preferred Income Fund as of Jun 30, 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
- 65
- +2 vs. Q1 2025
- Shares held
- 3.56M
- −154.8K (−4.2%) vs. Q1 2025
- Total value
- $58.9M
- −$2.63M (−4.3%) vs. Q1 2025
- New holders
- 9
- 20 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 597,160 | $9.55M | 0.00% | −16,855−2.7% | Reduced |
| Royal Bank of Canada | 560,843 | $8.97M | 0.00% | −6,924−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 267,685 | $4.28M | 0.01% | +7,731+3.0% | Added |
| Morgan Stanley | 242,878 | $3.88M | 0.00% | −36,357−13.0% | Reduced |
| Invesco Ltd. | 195,985 | $3.13M | 0.00% | +7,799+4.1% | Added |
| LPL Financial LLC | 181,001 | $2.89M | 0.00% | −2,127−1.2% | Reduced |
| Guggenheim Capital LLC | 179,389 | $2.87M | 0.02% | −77,973−30.3% | Reduced |
| TSP Capital Management Group, LLC | – | $2.06M | 0.65% | – | – |
| Cohen & Steers, Inc. | 127,264 | $2.04M | 0.00% | +40,000+45.8% | Added |
| Raymond James Financial Inc | 118,100 | $1.89M | 0.00% | +4,305+3.8% | Added |
| Kestra Advisory Services, LLC | 107,078 | $1.71M | 0.01% | −993−0.9% | Reduced |
| Advisory Resource Group | 104,417 | $1.67M | 0.32% | −1,641−1.5% | Reduced |
| Bank of America Corp | 103,539 | $1.66M | 0.00% | +4,751+4.8% | Added |
| J.W. Cole Advisors, Inc. | 96,866 | $1.55M | 0.03% | +26,571+37.8% | Added |
| Fiera Capital Corp | 76,128 | $1.22M | 0.00% | −776−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 44,486 | $711.3K | 0.00% | +1,549+3.6% | Added |
| Mariner, LLC | 40,829 | $652.9K | 0.00% | +27,186+199.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,061 | $593.0K | 0.00% | −477−1.3% | Reduced |
| Envestnet Asset Management Inc | 31,341 | $501.1K | 0.00% | +1,806+6.1% | Added |
| SAM Advisors, LLC | 29,152 | $466.1K | 0.16% | +2,456+9.2% | Added |
| Wells Fargo & Company | 29,023 | $464.1K | 0.00% | +8,326+40.2% | Added |
| Stratos Wealth Partners, LTD. | 26,335 | $421.1K | 0.01% | +200+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,565 | $414.9K | 0.00% | +25,565 | New |
| HighTower Advisors, LLC | 25,847 | $413.3K | 0.00% | −15−0.1% | Reduced |
| Janney Montgomery Scott LLC | 25,800 | $413.0K | 0.00% | −500−1.9% | Reduced |
| Cetera Investment Advisers | 25,258 | $403.9K | 0.00% | −7,889−23.8% | Reduced |
| Avidian Wealth Solutions, LLC | 21,000 | $335.8K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 20,866 | $333.6K | 0.00% | +20,866 | New |
| GWM Advisors LLC | 20,109 | $321.5K | 0.00% | −446−2.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 19,255 | $307.0K | 0.08% | −6,930−26.5% | Reduced |
| Mallini Complete Financial Planning LLC | 16,980 | $271.5K | 0.34% | +598+3.7% | Added |
| Norris Financial Group, LLC | 16,100 | $257.4K | 0.11% | −500−3.0% | Reduced |
| Private Advisor Group, LLC | 14,789 | $236.5K | 0.00% | +27+0.2% | Added |
| Everstar Asset Management, LLC | 14,520 | $232.2K | 0.14% | −1,700−10.5% | Reduced |
| KPP Advisory Services LLC | 13,460 | $215.2K | 0.04% | +13,460 | New |
| National Asset Management, Inc. | 12,730 | $203.6K | 0.01% | −4,122−24.5% | Reduced |
| Merit Financial Group, LLC | 11,222 | $179.4K | 0.00% | +40.0% | Added |
| Sowell Financial Services LLC | 10,900 | $174.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,742 | $171.8K | 0.00% | +10,742 | New |
| Halbert Hargrove Global Advisors, LLC | 7,720 | $123.4K | 0.01% | +100+1.3% | Added |
| Elequin Capital LP | 5,437 | $86.9K | 0.01% | +5,132+1,682.6% | Added |
| Harbor Investment Advisory, LLC | 5,175 | $82.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,308 | $68.9K | 0.00% | +4,308 | New |
| Allworth Financial LP | 4,237 | $67.8K | 0.00% | +2,734+181.9% | Added |
| Global Retirement Partners, LLC | 4,049 | $64.7K | 0.00% | +4,049 | New |
| Smallwood Wealth Investment Management, LLC | 3,276 | $52.4K | 0.03% | +65+2.0% | Added |
| Geneos Wealth Management Inc. | 2,680 | $42.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,150 | $34.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,821 | $29.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,560 | $24.9K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1,500 | $24.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,355 | $21.7K | 0.00% | +1,355 | New |
| Parallel Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 867 | $13.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 825 | $13.2K | 0.00% | +825 | New |
| Private Trust Co NA | 553 | $8.84K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 550 | $8.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 549 | $8.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $7.97K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 451 | $7.17K | 0.00% | −2,054−82.0% | Reduced |
| Piscataqua Savings Bank | 400 | $6.40K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 390 | $6.20K | 0.00% | +190+95.0% | Added |
| Country Trust Bank | 350 | $5.60K | 0.00% | +350 | New |
| Webster Bank, N. A. | 164 | $2.62K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −33,213−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,024−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Selway Asset Management | – | – | – | – | Not filed |