John Hancock Preferred Income Fund III
HPS- Exchange
- NYSE
- SEC CIK
- 0001215913
No open-market purchases or sales by John Hancock Preferred Income Fund III insiders were filed in the last 90 days; 68 institutions reported holding it in 13F filings for Q2 2026, worth $63.1M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in John Hancock Preferred Income Fund III as of Dec 31, 2023. 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
- 68
- +3 vs. Q3 2023
- Shares held
- 3.38M
- +84.5K (+2.6%) vs. Q3 2023
- Total value
- $47.8M
- +$3.91M (+8.9%) vs. Q3 2023
- New holders
- 11
- 16 more added
- Sold out
- 8
- 17 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HPS 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 | 68 | $63.1M |
| Q1 2026 | 60 | $60.2M |
| Q4 2025 | 64 | $61.2M |
| Q3 2025 | 63 | $65.8M |
| Q2 2025 | 67 | $56.3M |
| Q1 2025 | 61 | $58.2M |
| Q4 2024 | 72 | $60.6M |
| Q3 2024 | 61 | $63.0M |
| Q2 2024 | 61 | $58.2M |
| Q1 2024 | 60 | $52.2M |
| Q4 2023 | 68 | $47.8M |
| Q3 2023 | 66 | $44.5M |
| Q2 2023 | 63 | $47.3M |
| Q1 2023 | 66 | $49.3M |
| Q4 2022 | 61 | $47.3M |
| Q3 2022 | 58 | $47.2M |
| Q2 2022 | 56 | $48.6M |
| Q1 2022 | 60 | $55.4M |
| Q4 2021 | 59 | $61.1M |
| Q3 2021 | 59 | $60.6M |
| Q2 2021 | 60 | $65.6M |
| Q1 2021 | 63 | $66.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund III; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 750,210 | $10.6M | 0.00% | +319,246+74.1% | Added |
| Morgan Stanley | 724,066 | $10.2M | 0.00% | +31,565+4.6% | Added |
| Invesco Ltd. | 236,993 | $3.35M | 0.00% | +41,209+21.0% | Added |
| Advisor Group Holdings, Inc. | 182,029 | $2.57M | 0.00% | +1,508+0.8% | Added |
| Rothschild Investment LLC | 162,400 | $2.30M | 0.19% | +162,400 | New |
| Cetera Advisor Networks LLC | 111,826 | $1.58M | 0.01% | −4,398−3.8% | Reduced |
| Ameriprise Financial Inc | 108,912 | $1.54M | 0.00% | +18,513+20.5% | Added |
| Commonwealth Equity Services, LLC | 106,328 | $1.50M | 0.00% | +35,308+49.7% | Added |
| Fiera Capital Corp | 84,365 | $1.19M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 70,951 | $1.00M | 0.00% | −2,088−2.9% | Reduced |
| Sowell Financial Services LLC | 55,338 | $797.0K | 0.04% | +157+0.3% | Added |
| Landscape Capital Management, L.L.C. | 55,357 | $782.7K | 0.07% | +55,357 | New |
| Royal Bank of Canada | 50,774 | $718.0K | 0.00% | −10,588−17.3% | Reduced |
| Shaker Financial Services, LLC | 47,653 | $673.8K | 0.28% | +47,653 | New |
| Bank of America Corp | 44,852 | $634.2K | 0.00% | −893−2.0% | Reduced |
| Philadelphia Trust Co | 42,300 | $598.0K | 0.06% | 00.0% | Unchanged |
| Selway Asset Management | 38,760 | $548.1K | 0.23% | −2,800−6.7% | Reduced |
| Live Oak Private Wealth LLC | 38,630 | $546.2K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 36,459 | $515.5K | 0.04% | −2,429−6.2% | Reduced |
| Cohen & Steers, Inc. | 36,388 | $515.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 30,625 | $433.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,510 | $417.0K | 0.00% | +11,911+67.7% | Added |
| GWM Advisors LLC | 28,465 | $410.2K | 0.00% | +11,465+67.4% | Added |
| JPMorgan Chase & Co | 26,615 | $376.3K | 0.00% | +26,599+166,243.8% | Added |
| Janney Montgomery Scott LLC | 23,925 | $338.0K | 0.00% | −41−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 22,250 | $326.0K | 0.21% | +141+0.6% | Added |
| Wedbush Securities Inc | 22,458 | $318.0K | 0.01% | +780+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,402 | $260.2K | 0.00% | −750−3.9% | Reduced |
| Guggenheim Capital LLC | 17,517 | $247.7K | 0.00% | −7,128−28.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 17,141 | $242.4K | 0.02% | +5,400+46.0% | Added |
| Keybank National Association | 17,000 | $240.4K | 0.00% | −1,000−5.6% | Reduced |
| Raymond James & Associates | 16,797 | $237.5K | 0.00% | +231+1.4% | Added |
| Atria Wealth Solutions, Inc. | 16,072 | $227.3K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,750 | $180.0K | 0.02% | +12,750 | New |
| Cambridge Trust Co | 11,500 | $162.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,724 | $151.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,586 | $149.7K | 0.00% | +10,586 | New |
| Wells Fargo & Company | 10,538 | $149.0K | 0.00% | −65−0.6% | Reduced |
| Snowden Capital Advisors LLC | 10,161 | $143.7K | 0.01% | −5,000−33.0% | Reduced |
| Elequin Capital LP | 7,191 | $101.7K | 0.03% | +7,191 | New |
| Comerica Bank | 4,729 | $66.9K | 0.00% | −2,500−34.6% | Reduced |
| Private Trust Co NA | 3,500 | $49.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,500 | $49.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,713 | $39.0K | 0.00% | +1,949+255.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,513 | $35.5K | 0.00% | −4−0.2% | Reduced |
| Activest Wealth Management | 2,217 | $31.4K | 0.02% | +2,217 | New |
| Truvestments Capital LLC | 1,900 | $26.9K | 0.01% | +1,900 | New |
| Sanctuary Wealth Management, L.L.C. | 1,400 | $19.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $19.0K | 0.01% | −375−21.8% | Reduced |
| Harbour Investments, Inc. | 1,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $12.0K | 0.00% | +200+30.8% | Added |
| Provenance Wealth Advisors, LLC | 613 | $8.67K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 524 | $7.41K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 509 | $7.20K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $7.07K | 0.00% | −1,000−66.7% | Reduced |
| US Bancorp | 496 | $7.01K | 0.00% | +496 | New |
| Baystate Wealth Management LLC | 304 | $4.31K | 0.00% | +304 | New |
| National Bank of Canada | 300 | $4.28K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $4.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $2.86K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $2.48K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $2.12K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $990 | 0.00% | −1,000−93.5% | Reduced |
| Cape Investment Advisory, Inc. | 8 | $113 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 7 | $103 | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. | 0 | $0 | 0.00% | −646,421−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −11,531−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Golden Green, Inc. | – | – | – | – | Not filed |