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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 7 | $103 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $113 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 70 | $990 | 0.00% | −1,000−93.5% | Reduced |
| The PNC Financial Services Group, Inc. | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $2.12K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $2.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $2.86K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $4.24K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $4.28K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $4.31K | 0.00% | +304 | New |
| US Bancorp | 496 | $7.01K | 0.00% | +496 | New |
| Northwestern Mutual Wealth Management Co | 500 | $7.07K | 0.00% | −1,000−66.7% | Reduced |
| Estabrook Capital Management | 509 | $7.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 524 | $7.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 613 | $8.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $12.0K | 0.00% | +200+30.8% | Added |
| Barrett & Company, Inc. | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $19.0K | 0.01% | −375−21.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1,400 | $19.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,900 | $26.9K | 0.01% | +1,900 | New |
| Activest Wealth Management | 2,217 | $31.4K | 0.02% | +2,217 | New |
| Steward Partners Investment Advisory, LLC | 2,513 | $35.5K | 0.00% | −4−0.2% | Reduced |
| Global Retirement Partners, LLC | 2,713 | $39.0K | 0.00% | +1,949+255.1% | Added |
| 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 |
| Comerica Bank | 4,729 | $66.9K | 0.00% | −2,500−34.6% | Reduced |
| Elequin Capital LP | 7,191 | $101.7K | 0.03% | +7,191 | New |
| Snowden Capital Advisors LLC | 10,161 | $143.7K | 0.01% | −5,000−33.0% | Reduced |
| Wells Fargo & Company | 10,538 | $149.0K | 0.00% | −65−0.6% | Reduced |
| Stifel Financial Corp | 10,586 | $149.7K | 0.00% | +10,586 | New |
| Stratos Wealth Partners, LTD. | 10,724 | $151.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 11,500 | $162.6K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,750 | $180.0K | 0.02% | +12,750 | New |
| Atria Wealth Solutions, Inc. | 16,072 | $227.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,797 | $237.5K | 0.00% | +231+1.4% | Added |
| Keybank National Association | 17,000 | $240.4K | 0.00% | −1,000−5.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 17,141 | $242.4K | 0.02% | +5,400+46.0% | Added |
| Guggenheim Capital LLC | 17,517 | $247.7K | 0.00% | −7,128−28.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,402 | $260.2K | 0.00% | −750−3.9% | Reduced |
| Wedbush Securities Inc | 22,458 | $318.0K | 0.01% | +780+3.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 22,250 | $326.0K | 0.21% | +141+0.6% | Added |
| Janney Montgomery Scott LLC | 23,925 | $338.0K | 0.00% | −41−0.2% | Reduced |
| JPMorgan Chase & Co | 26,615 | $376.3K | 0.00% | +26,599+166,243.8% | Added |
| GWM Advisors LLC | 28,465 | $410.2K | 0.00% | +11,465+67.4% | Added |
| HighTower Advisors, LLC | 29,510 | $417.0K | 0.00% | +11,911+67.7% | Added |
| Burney Co | 30,625 | $433.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 36,388 | $515.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 36,459 | $515.5K | 0.04% | −2,429−6.2% | Reduced |
| Live Oak Private Wealth LLC | 38,630 | $546.2K | 0.10% | 00.0% | Unchanged |
| Selway Asset Management | 38,760 | $548.1K | 0.23% | −2,800−6.7% | Reduced |
| Philadelphia Trust Co | 42,300 | $598.0K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 44,852 | $634.2K | 0.00% | −893−2.0% | Reduced |
| Shaker Financial Services, LLC | 47,653 | $673.8K | 0.28% | +47,653 | New |
| Royal Bank of Canada | 50,774 | $718.0K | 0.00% | −10,588−17.3% | Reduced |
| Landscape Capital Management, L.L.C. | 55,357 | $782.7K | 0.07% | +55,357 | New |
| Sowell Financial Services LLC | 55,338 | $797.0K | 0.04% | +157+0.3% | Added |
| LPL Financial LLC | 70,951 | $1.00M | 0.00% | −2,088−2.9% | Reduced |
| Fiera Capital Corp | 84,365 | $1.19M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 106,328 | $1.50M | 0.00% | +35,308+49.7% | Added |
| Ameriprise Financial Inc | 108,912 | $1.54M | 0.00% | +18,513+20.5% | Added |
| Cetera Advisor Networks LLC | 111,826 | $1.58M | 0.01% | −4,398−3.8% | Reduced |
| Rothschild Investment LLC | 162,400 | $2.30M | 0.19% | +162,400 | New |
| Advisor Group Holdings, Inc. | 182,029 | $2.57M | 0.00% | +1,508+0.8% | Added |
| Invesco Ltd. | 236,993 | $3.35M | 0.00% | +41,209+21.0% | Added |
| Morgan Stanley | 724,066 | $10.2M | 0.00% | +31,565+4.6% | Added |
| UBS Group AG | 750,210 | $10.6M | 0.00% | +319,246+74.1% | Added |
| 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 |