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, Q4 2024
Institutional positions in John Hancock Preferred Income Fund III as of Dec 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
- 72
- +12 vs. Q3 2024
- Shares held
- 4.03M
- +396.6K (+10.9%) vs. Q3 2024
- Total value
- $60.6M
- −$2.10M (−3.4%) vs. Q3 2024
- New holders
- 18
- 16 more added
- Sold out
- 6
- 13 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund III; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,021,428 | $15.4M | 0.00% | +73,144+7.7% | Added |
| Morgan Stanley | 805,648 | $12.1M | 0.00% | −20,210−2.4% | Reduced |
| Ameriprise Financial Inc | 286,157 | $4.30M | 0.00% | −17,618−5.8% | Reduced |
| Invesco Ltd. | 227,301 | $3.42M | 0.00% | +22,161+10.8% | Added |
| LPL Financial LLC | 212,722 | $3.20M | 0.00% | +112,363+112.0% | Added |
| Rothschild Investment LLC | 150,200 | $2.26M | 0.15% | −8,700−5.5% | Reduced |
| Cetera Investment Advisers | 136,659 | $2.05M | 0.00% | +21,649+18.8% | Added |
| Bank of America Corp | 88,942 | $1.34M | 0.00% | +13,057+17.2% | Added |
| Activest Wealth Management | 87,673 | $1.32M | 0.37% | −24,791−22.0% | Reduced |
| Fiera Capital Corp | 85,001 | $1.28M | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 49,357 | $741.8K | 0.05% | +29,916+153.9% | Added |
| Marex Group plc | 46,766 | $702.9K | 0.01% | +46,766 | New |
| Sowell Financial Services LLC | 46,435 | $697.9K | 0.04% | +46,435 | New |
| Royal Bank of Canada | 46,207 | $694.0K | 0.00% | −3,627−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 45,610 | $686.0K | 0.00% | −21,690−32.2% | Reduced |
| Global Retirement Partners, LLC | 42,223 | $634.6K | 0.02% | −57,660−57.7% | Reduced |
| Philadelphia Trust Co | 41,900 | $630.0K | 0.05% | −6,000−12.5% | Reduced |
| Readystate Asset Management LP | 40,783 | $613.0K | 0.03% | +40,783 | New |
| Advisor Group Holdings, Inc. | 38,751 | $580.8K | 0.00% | +924+2.4% | Added |
| Live Oak Private Wealth LLC | 38,630 | $580.6K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 33,270 | $500.0K | 0.03% | −6,203−15.7% | Reduced |
| HighTower Advisors, LLC | 29,848 | $448.6K | 0.00% | +352+1.2% | Added |
| Selway Asset Management | 27,510 | $413.5K | 0.16% | −320−1.1% | Reduced |
| Wolverine Asset Management LLC | 26,551 | $399.1K | 0.01% | +26,551 | New |
| Wedbush Securities Inc | 24,210 | $364.0K | 0.01% | +1,428+6.3% | Added |
| Post Resch Tallon Group Inc. | 23,833 | $360.1K | 0.35% | +23,833 | New |
| Janney Montgomery Scott LLC | 23,852 | $358.0K | 0.00% | +23,852 | New |
| Wells Fargo & Company | 22,044 | $331.3K | 0.00% | −4,328−16.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 23,335 | $329.0K | 0.15% | +290+1.3% | Added |
| Guggenheim Capital LLC | 21,652 | $325.4K | 0.00% | +21,652 | New |
| GWM Advisors LLC | 20,700 | $311.1K | 0.00% | +600+3.0% | Added |
| Raymond James Financial Inc | 20,679 | $310.8K | 0.00% | +20,679 | New |
| Burney Co | 19,575 | $294.2K | 0.01% | −2,160−9.9% | Reduced |
| Walleye Capital LLC | 18,116 | $272.3K | 0.00% | +18,116 | New |
| Keybank National Association | 17,000 | $255.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,975 | $240.1K | 0.00% | +23+0.1% | Added |
| Susquehanna International Group, LLP | 15,857 | $238.3K | 0.00% | +15,857 | New |
| Mariner, LLC | 14,869 | $223.5K | 0.00% | +14,869 | New |
| Atria Wealth Solutions, Inc. | 14,072 | $211.5K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,750 | $192.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,403 | $156.4K | 0.00% | +326+3.2% | Added |
| National Asset Management, Inc. | 10,391 | $156.2K | 0.01% | +165+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,118 | $76.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,396 | $66.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,000 | $59.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,537 | $53.2K | 0.00% | +266+8.1% | Added |
| Private Trust Co NA | 3,500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,500 | $52.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,250 | $48.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,700 | $40.6K | 0.00% | +2,700 | New |
| BankPlus Trust Department | 2,505 | $37.6K | 0.01% | +2,505 | New |
| Bryn Mawr Trust Co | 2,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,591 | $23.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,500 | $22.5K | 0.00% | +1,500 | New |
| Key Financial Inc | 1,342 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,154 | $17.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,088 | $16.4K | 0.01% | +23+2.2% | Added |
| MAI Capital Management | 1,080 | $16.2K | 0.00% | +1,080 | New |
| CoreCap Advisors, LLC | 1,050 | $15.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,019 | $15.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $7.51K | 0.00% | −438−46.7% | Reduced |
| Geneos Wealth Management Inc. | 350 | $5.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $4.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 180 | $2.67K | 0.00% | +180 | New |
| Glass Jacobson Investment Advisors llc | 150 | $2.25K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 107 | $1.61K | 0.00% | +107 | New |
| Aspect Partners, LLC | 100 | $1.50K | 0.00% | +100 | New |
| The PNC Financial Services Group, Inc. | 71 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $119 | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |