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, Q3 2024
Institutional positions in John Hancock Preferred Income Fund III as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 3.65M
- −25.5K (−0.7%) vs. Q2 2024
- Total value
- $63.0M
- +$4.83M (+8.3%) vs. Q2 2024
- New holders
- 8
- 15 more added
- Sold out
- 8
- 14 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund III; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 948,284 | $16.3M | 0.00% | +57,000+6.4% | Added |
| Morgan Stanley | 825,858 | $14.2M | 0.00% | +14,214+1.8% | Added |
| Ameriprise Financial Inc | 303,775 | $5.24M | 0.00% | −20,065−6.2% | Reduced |
| Invesco Ltd. | 205,140 | $3.54M | 0.00% | +9,768+5.0% | Added |
| Rothschild Investment LLC | 158,900 | $2.74M | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 115,010 | $1.98M | 0.00% | −9,482−7.6% | Reduced |
| Activest Wealth Management | 112,464 | $1.94M | 0.60% | −409−0.4% | Reduced |
| LPL Financial LLC | 100,359 | $1.73M | 0.00% | +30,101+42.8% | Added |
| Global Retirement Partners, LLC | 99,883 | $1.72M | 0.05% | −2,290−2.2% | Reduced |
| Fiera Capital Corp | 85,001 | $1.47M | 0.00% | +627+0.7% | Added |
| Bank of America Corp | 75,885 | $1.31M | 0.00% | +11,485+17.8% | Added |
| Commonwealth Equity Services, LLC | 67,300 | $1.16M | 0.00% | −40,501−37.6% | Reduced |
| Royal Bank of Canada | 49,834 | $859.0K | 0.00% | +1,869+3.9% | Added |
| Philadelphia Trust Co | 47,900 | $826.0K | 0.06% | −4,400−8.4% | Reduced |
| Western Wealth Management, LLC | 39,473 | $680.5K | 0.04% | +39,473 | New |
| Live Oak Private Wealth LLC | 38,630 | $666.0K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,827 | $652.1K | 0.00% | +573+1.5% | Added |
| HighTower Advisors, LLC | 29,496 | $512.0K | 0.00% | +264+0.9% | Added |
| Selway Asset Management | 27,830 | $479.8K | 0.19% | −9,000−24.4% | Reduced |
| Wells Fargo & Company | 26,372 | $454.7K | 0.00% | +1,944+8.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 23,045 | $396.6K | 0.19% | +266+1.2% | Added |
| Wedbush Securities Inc | 22,782 | $393.0K | 0.01% | −230−1.0% | Reduced |
| Burney Co | 21,735 | $374.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,100 | $346.5K | 0.00% | −3,207−13.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,441 | $335.2K | 0.02% | +600+3.2% | Added |
| Keybank National Association | 17,000 | $293.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,952 | $275.0K | 0.00% | −679−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,444 | $266.3K | 0.00% | −1,000−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 14,072 | $242.6K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,750 | $220.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,700 | $218.4K | 0.00% | +12,700 | New |
| National Asset Management, Inc. | 10,226 | $176.2K | 0.00% | +10,226 | New |
| Stratos Wealth Partners, LTD. | 10,077 | $173.7K | 0.00% | −590−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,118 | $88.2K | 0.00% | +2,605+103.7% | Added |
| US Bancorp | 4,396 | $75.8K | 0.00% | +4,396 | New |
| CIBC Private Wealth Group, LLC | 4,000 | $69.0K | 0.00% | −4,570−53.3% | Reduced |
| Private Trust Co NA | 3,500 | $60.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,500 | $60.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,271 | $56.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,250 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,000 | $34.5K | 0.00% | +2,000 | New |
| Proequities, Inc. | 1,591 | $27.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,342 | $23.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,154 | $19.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,065 | $18.4K | 0.01% | +21+2.0% | Added |
| CoreCap Advisors, LLC | 1,050 | $18.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,019 | $17.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $17.2K | 0.01% | +1,000 | New |
| CWM, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 938 | $16.2K | 0.00% | +438+87.6% | Added |
| Estabrook Capital Management | 509 | $8.78K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 400 | $6.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 350 | $6.03K | 0.00% | −500−58.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $5.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $5.17K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $2.59K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $1.22K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15 | $259 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 8 | $134 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −47,338−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −36,388−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −23,236−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −11,048−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,991−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −242−100.0% | Sold out |