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, Q2 2024
Institutional positions in John Hancock Preferred Income Fund III as of Jun 30, 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
- 61
- +1 vs. Q1 2024
- Shares held
- 3.68M
- +298.2K (+8.8%) vs. Q1 2024
- Total value
- $58.2M
- +$6.00M (+11.5%) vs. Q1 2024
- New holders
- 6
- 16 more added
- Sold out
- 5
- 14 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund III; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 891,284 | $14.1M | 0.00% | +54,978+6.6% | Added |
| Morgan Stanley | 811,644 | $12.8M | 0.00% | −16,278−2.0% | Reduced |
| Ameriprise Financial Inc | 323,840 | $5.11M | 0.00% | +202,720+167.4% | Added |
| Invesco Ltd. | 195,372 | $3.09M | 0.00% | −7,663−3.8% | Reduced |
| Rothschild Investment LLC | 158,900 | $2.51M | 0.17% | −3,500−2.2% | Reduced |
| Cetera Investment Advisers | 124,492 | $1.97M | 0.00% | −1,707−1.4% | Reduced |
| Activest Wealth Management | 112,873 | $1.78M | 0.59% | +90,706+409.2% | Added |
| Commonwealth Equity Services, LLC | 107,801 | $1.70M | 0.00% | +3,128+3.0% | Added |
| Global Retirement Partners, LLC | 102,173 | $1.62M | 0.05% | +97,871+2,275.0% | Added |
| Fiera Capital Corp | 84,374 | $1.33M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 70,258 | $1.11M | 0.00% | −2,302−3.2% | Reduced |
| Bank of America Corp | 64,400 | $1.02M | 0.00% | +17,622+37.7% | Added |
| Philadelphia Trust Co | 52,300 | $827.0K | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 47,965 | $758.0K | 0.00% | −1,083−2.2% | Reduced |
| Sowell Financial Services LLC | 47,338 | $751.0K | 0.04% | −1,508−3.1% | Reduced |
| Live Oak Private Wealth LLC | 38,630 | $610.7K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,254 | $589.0K | 0.00% | −141,868−79.2% | Reduced |
| Selway Asset Management | 36,830 | $582.3K | 0.24% | −1,930−5.0% | Reduced |
| Cohen & Steers, Inc. | 36,388 | $575.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,232 | $461.0K | 0.00% | −659−2.2% | Reduced |
| Wells Fargo & Company | 24,428 | $386.2K | 0.00% | +5,091+26.3% | Added |
| GWM Advisors LLC | 23,307 | $368.5K | 0.00% | +3,418+17.2% | Added |
| Janney Montgomery Scott LLC | 23,236 | $367.0K | 0.00% | −1,192−4.9% | Reduced |
| Wedbush Securities Inc | 23,012 | $364.0K | 0.01% | +527+2.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 22,779 | $363.1K | 0.18% | +280+1.2% | Added |
| Burney Co | 21,735 | $343.6K | 0.01% | −8,900−29.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,841 | $297.9K | 0.02% | +1,800+10.6% | Added |
| Keybank National Association | 17,000 | $268.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,631 | $262.9K | 0.00% | +16,631 | New |
| Raymond James Financial Services Advisors, Inc. | 16,444 | $260.0K | 0.00% | +918+5.9% | Added |
| Atria Wealth Solutions, Inc. | 14,072 | $222.5K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,750 | $202.0K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 11,048 | $174.7K | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 10,991 | $173.8K | 0.00% | +29+0.3% | Added |
| Stratos Wealth Partners, LTD. | 10,667 | $168.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,570 | $136.6K | 0.00% | +4,570+114.3% | Added |
| Private Trust Co NA | 3,500 | $55.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,500 | $55.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,271 | $51.7K | 0.00% | +3,271 | New |
| Comerica Bank | 3,250 | $51.4K | 0.00% | −1,479−31.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,513 | $39.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,591 | $25.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $21.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,154 | $18.2K | 0.01% | −246−17.6% | Reduced |
| CoreCap Advisors, LLC | 1,050 | $16.6K | 0.00% | +1,050 | New |
| Barrett & Company, Inc. | 1,044 | $16.5K | 0.01% | +22+2.2% | Added |
| Olistico Wealth, LLC | 1,019 | $16.1K | 0.01% | +1,019 | New |
| CWM, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $13.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 524 | $8.29K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 509 | $8.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $7.91K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 400 | $6.32K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 383 | $6.06K | 0.00% | +383 | New |
| Federation des caisses Desjardins du Quebec | 300 | $4.74K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $4.72K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 242 | $3.83K | 0.00% | +242 | New |
| Glass Jacobson Investment Advisors llc | 150 | $2.37K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $1.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $120 | 0.00% | +1+14.3% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,526−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |