John Hancock PreferHPI

13F holders, Q2 2026 (June 30)
65holders +1
6new positions
7sold out
1famous investor
$16.21avg. 13F price*

At the end of Q2 2026, 65 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, up 1 from Q1 2026. 6 opened new positions and 7 sold out. The largest holders were UBS Group AG ($10.6M), Morgan Stanley ($9.6M) and Commonwealth Equity Services, LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
John Hancock Prefer Inc.
Filed as
HANCOCK JOHN PFD INCOME FD (Q2 2026)
CUSIP
41013W108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 59Q1 2024Q2 2024: 55Q2 2024Q3 2024: 56Q3 2024Q4 2024: 62Q4 2024Q1 2025: 64Q1 2025Q2 2025: 64Q2 2025Q3 2025: 63Q3 2025Q4 2025: 66Q4 2025Q1 2026: 64Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$6.4M
Exits7$1.2M

All 13F filers, Q1 2026 → Q2 2026: 610,483 shares bought and 99,968 shares sold, net +510,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

UBS Group AG 0.00% Add +0.7% 654,443 $10.6M
Morgan Stanley 0.00% Add +12.3% 594,996 $9.6M
Commonwealth Equity Services, LLC 0.01% Add +2.1% 277,902 $4.5M
Royal Bank of Canada 0.00% Add +9.3% 277,823 $4.5M
Guggenheim Capital LLC 0.03% Add +26.6% 260,204 $4.2M
TSP Capital Management Group, LLC 0.79% New 202,635 $3.3M
LPL Financial LLC 0.00% Reduce -0.7% 194,889 $3.2M
Invesco Ltd. 0.00% Reduce -0.8% 180,415 $2.9M
Cohen & Steers, Inc. 0.00% No change 177,458 $2.9M
J.W. Cole Advisors, Inc. 0.04% New 152,483 $2.5M
Raymond James Financial Inc. 0.00% Reduce -1.2% 118,465 $1.9M
Fiera Capital Corp 0.01% Add +3.1% 102,001 $1.7M
Advisory Resource Group 0.24% Add +0.1% 100,187 $1.6M
Bank of America Corp. 0.00% Add +4.9% 81,791 $1.3M
Kestra Advisory Services, LLC 0.00% Reduce -7.9% 80,970 $1.3M
Cetera Investment Advisers 0.00% Add +13.1% 52,068 $844K
Osaic Holdings, Inc. 0.00% Add +2.9% 51,791 $840K
Private Advisor Group, LLC 0.00% Add +161.3% 43,302 $702K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.4% 36,465 $591K
Envestnet Asset Management Inc. 0.00% Add +6.8% 33,350 $541K
SAM Advisors, LLC 0.13% Reduce -6.7% 29,942 $485K
Wells Fargo & Company 0.00% Reduce -0.2% 29,876 $484K
Stratos Wealth Partners, LTD. 0.00% No change 27,265 $442K
Wealth Enhancement Advisory Services, LLC 0.00% No change 25,412 $415K
KPP Advisory Services LLC 0.05% No change 23,460 $380K
Norris Financial Group, LLC 0.15% Add +9.7% 22,600 $366K
HighTower Advisors, LLC 0.00% Reduce -4.1% 22,021 $357K
Sanctuary Advisors, LLC 0.00% Reduce -6.9% 21,189 $343K
Citadel Advisors 0.00% New 19,004 $308K
NewEdge Advisors, LLC 0.00% Reduce -2.8% 18,575 $301K
Mallini Complete Financial Planning LLC 0.23% Add +1.6% 17,540 $284K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -9.3% 16,663 $270K
IHT Wealth Management, LLC 0.01% Reduce -7.0% 14,755 $239K
Main Street Financial Solutions, LLC 0.01% Add +25.0% 14,154 $229K
Advisors Asset Management, Inc. 0.00% Add +3544.1% 13,884 $225K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -1.4% 13,068 $212K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.4% 13,030 $211K
Equitable Holdings, Inc. 0.00% New 12,617 $205K
Everstar Asset Management, LLC 0.09% No change 11,620 $188K
Sowell Financial Services LLC 0.01% No change 10,900 $177K
Merit Financial Group, LLC 0.00% Add +0.1% 10,563 $171K
Stifel Financial Corp. 0.00% Reduce -7.9% 10,216 $166K
Compass Financial Management LLC 0.01% — 6,541 $106K
Quantum Portfolio Management LLC 0.03% New 5,410 $88K
Birchwood Financial Partners, Inc. 0.06% Add +2.3% 4,704 $76K
Allworth Financial LP 0.00% Add +0.6% 4,333 $70K
IFG Advisory, LLC 0.00% No change 4,000 $65K
Harbor Investment Advisory, LLC 0.00% No change 3,675 $60K
Global Retirement Partners, LLC 0.00% — 3,574 $58K
Private Trust Co. NA 0.00% Add +452.1% 3,053 $49K
Smallwood Wealth Investment Management, LLC 0.01% Add +1.8% 2,113 $34K
City Holding Co. 0.00% No change 2,000 $32K
Steward Partners Investment Advisory, LLC 0.00% No change 1,821 $30K
Geneos Wealth Management Inc. 0.00% No change 1,500 $24K
Harbour Investments, Inc. 0.00% No change 1,272 $21K
Parallel Advisors, LLC 0.00% No change 1,000 $16K
Highline Wealth Partners LLC 0.00% No change 700 $11K
Clearstead Advisors, LLC 0.00% No change 549 $9K
Piscataqua Savings Bank 0.00% No change 400 $6K
Country Trust Bank 0.00% No change 350 $6K
IFP Advisors, Inc 0.00% No change 324 $5K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $5K
Clear Street Group Inc. 0.00% New 190 $3K
Webster Bank, N. A. 0.00% No change 164 $3K
International Assets Investment Management, LLC 0.00% No change 146 $2K

"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.