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