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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $15 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 7 | $115 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $1.08K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $2.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $4.63K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 400 | $6.17K | 0.00% | +400 | New |
| Northwestern Mutual Wealth Management Co | 500 | $7.71K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 509 | $7.85K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 524 | $8.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $13.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| CoreFirst Bank & Trust | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,022 | $15.8K | 0.01% | +22+2.2% | Added |
| Harbour Investments, Inc. | 1,200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $20.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,400 | $21.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,591 | $24.5K | 0.00% | +1,591 | New |
| Steward Partners Investment Advisory, LLC | 2,513 | $38.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 4,000 | $61.7K | 0.00% | +4,000 | New |
| Global Retirement Partners, LLC | 4,302 | $66.4K | 0.00% | +1,589+58.6% | Added |
| Comerica Bank | 4,729 | $73.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,667 | $164.6K | 0.00% | −57−0.5% | Reduced |
| Raymond James & Associates | 10,962 | $169.1K | 0.00% | −5,835−34.7% | Reduced |
| Everpar Advisors LLC | 11,048 | $170.5K | 0.10% | +11,048 | New |
| OneAscent Financial Services LLC | 12,750 | $197.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,072 | $217.1K | 0.00% | −2,000−12.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,526 | $239.6K | 0.00% | −2,876−15.6% | Reduced |
| Guggenheim Capital LLC | 16,526 | $255.0K | 0.00% | −991−5.7% | Reduced |
| Keybank National Association | 17,000 | $262.3K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 17,041 | $262.9K | 0.02% | −100−0.6% | Reduced |
| Wells Fargo & Company | 19,337 | $298.4K | 0.00% | +8,799+83.5% | Added |
| GWM Advisors LLC | 19,889 | $306.9K | 0.00% | −8,576−30.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 22,499 | $339.7K | 0.19% | +249+1.1% | Added |
| Activest Wealth Management | 22,167 | $342.0K | 0.16% | +19,950+899.9% | Added |
| Wedbush Securities Inc | 22,485 | $347.0K | 0.01% | +27+0.1% | Added |
| Janney Montgomery Scott LLC | 24,428 | $377.0K | 0.00% | +503+2.1% | Added |
| HighTower Advisors, LLC | 29,891 | $460.0K | 0.00% | +381+1.3% | Added |
| Burney Co | 30,635 | $472.7K | 0.02% | +100.0% | Added |
| Cohen & Steers, Inc. | 36,388 | $561.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 38,630 | $596.1K | 0.10% | 00.0% | Unchanged |
| Selway Asset Management | 38,760 | $598.1K | 0.24% | 00.0% | Unchanged |
| Bank of America Corp | 46,778 | $721.8K | 0.00% | +1,926+4.3% | Added |
| Sowell Financial Services LLC | 48,846 | $756.0K | 0.04% | −6,492−11.7% | Reduced |
| Royal Bank of Canada | 49,048 | $757.0K | 0.00% | −1,726−3.4% | Reduced |
| Philadelphia Trust Co | 52,300 | $807.0K | 0.06% | +10,000+23.6% | Added |
| LPL Financial LLC | 72,560 | $1.12M | 0.00% | +1,609+2.3% | Added |
| Fiera Capital Corp | 84,374 | $1.30M | 0.00% | +90.0% | Added |
| Commonwealth Equity Services, LLC | 104,673 | $1.61M | 0.00% | −1,655−1.6% | Reduced |
| Ameriprise Financial Inc | 121,120 | $1.87M | 0.00% | +12,208+11.2% | Added |
| Cetera Investment Advisers | 126,199 | $1.95M | 0.00% | +126,199 | New |
| Rothschild Investment LLC | 162,400 | $2.51M | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 179,122 | $2.76M | 0.01% | −2,907−1.6% | Reduced |
| Invesco Ltd. | 203,035 | $3.13M | 0.00% | −33,958−14.3% | Reduced |
| Morgan Stanley | 827,922 | $12.8M | 0.00% | +103,856+14.3% | Added |
| UBS Group AG | 836,306 | $12.9M | 0.00% | +86,096+11.5% | Added |
| 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 |