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, Q1 2024
Institutional positions in John Hancock Preferred Income Fund III as of Mar 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
- 60
- −7 vs. Q4 2023
- Shares held
- 3.38M
- +3.76K (+0.1%) vs. Q4 2023
- Total value
- $52.2M
- +$4.37M (+9.2%) vs. Q4 2023
- New holders
- 7
- 16 more added
- Sold out
- 14
- 12 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund III; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 836,306 | $12.9M | 0.00% | +86,096+11.5% | Added |
| Morgan Stanley | 827,922 | $12.8M | 0.00% | +103,856+14.3% | Added |
| Invesco Ltd. | 203,035 | $3.13M | 0.00% | −33,958−14.3% | Reduced |
| Advisor Group Holdings, Inc. | 179,122 | $2.76M | 0.01% | −2,907−1.6% | Reduced |
| Rothschild Investment LLC | 162,400 | $2.51M | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 126,199 | $1.95M | 0.00% | +126,199 | New |
| Ameriprise Financial Inc | 121,120 | $1.87M | 0.00% | +12,208+11.2% | Added |
| Commonwealth Equity Services, LLC | 104,673 | $1.61M | 0.00% | −1,655−1.6% | Reduced |
| Fiera Capital Corp | 84,374 | $1.30M | 0.00% | +90.0% | Added |
| LPL Financial LLC | 72,560 | $1.12M | 0.00% | +1,609+2.3% | Added |
| Philadelphia Trust Co | 52,300 | $807.0K | 0.06% | +10,000+23.6% | Added |
| Royal Bank of Canada | 49,048 | $757.0K | 0.00% | −1,726−3.4% | Reduced |
| Sowell Financial Services LLC | 48,846 | $756.0K | 0.04% | −6,492−11.7% | Reduced |
| Bank of America Corp | 46,778 | $721.8K | 0.00% | +1,926+4.3% | Added |
| Selway Asset Management | 38,760 | $598.1K | 0.24% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 38,630 | $596.1K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 36,388 | $561.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 30,635 | $472.7K | 0.02% | +100.0% | Added |
| HighTower Advisors, LLC | 29,891 | $460.0K | 0.00% | +381+1.3% | Added |
| Janney Montgomery Scott LLC | 24,428 | $377.0K | 0.00% | +503+2.1% | Added |
| Wedbush Securities Inc | 22,485 | $347.0K | 0.01% | +27+0.1% | Added |
| Activest Wealth Management | 22,167 | $342.0K | 0.16% | +19,950+899.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 22,499 | $339.7K | 0.19% | +249+1.1% | Added |
| GWM Advisors LLC | 19,889 | $306.9K | 0.00% | −8,576−30.1% | Reduced |
| Wells Fargo & Company | 19,337 | $298.4K | 0.00% | +8,799+83.5% | Added |
| Pine Valley Investments Ltd Liability Co | 17,041 | $262.9K | 0.02% | −100−0.6% | Reduced |
| Keybank National Association | 17,000 | $262.3K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,526 | $255.0K | 0.00% | −991−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,526 | $239.6K | 0.00% | −2,876−15.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,072 | $217.1K | 0.00% | −2,000−12.4% | Reduced |
| OneAscent Financial Services LLC | 12,750 | $197.0K | 0.02% | 00.0% | Unchanged |
| Everpar Advisors LLC | 11,048 | $170.5K | 0.10% | +11,048 | New |
| Raymond James & Associates | 10,962 | $169.1K | 0.00% | −5,835−34.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,667 | $164.6K | 0.00% | −57−0.5% | Reduced |
| Comerica Bank | 4,729 | $73.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,302 | $66.4K | 0.00% | +1,589+58.6% | Added |
| CIBC Private Wealth Group, LLC | 4,000 | $61.7K | 0.00% | +4,000 | New |
| Private Trust Co NA | 3,500 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,500 | $54.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,513 | $38.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,591 | $24.5K | 0.00% | +1,591 | New |
| Sanctuary Wealth Management, L.L.C. | 1,400 | $21.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $20.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,022 | $15.8K | 0.01% | +22+2.2% | Added |
| CoreFirst Bank & Trust | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 850 | $13.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 524 | $8.09K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 509 | $7.85K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $7.71K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 400 | $6.17K | 0.00% | +400 | New |
| Federation des caisses Desjardins du Quebec | 300 | $4.63K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $2.31K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $1.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $115 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $15 | 0.00% | +1 | New |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −111,826−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −55,357−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −47,653−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −36,459−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −26,615−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |