John Hancock PreferHPI
13F holders, Q1 2026 (March 31)64holders −2
8new positions
7sold out
$15.69avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, down 2 from Q4 2025. 8 opened new positions and 7 sold out. The largest holders were UBS Group AG ($10.2M), Morgan Stanley ($8.3M) and Commonwealth Equity Services, LLC ($4.3M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q1 2026)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $722K |
| Exits | 7 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 181,103 shares bought and 237,661 shares sold, net −56,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| UBS Group AG | 0.00% | Add +1.8% | 649,908 | $10.2M |
| Morgan Stanley | 0.00% | Add +10.7% | 529,980 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 272,195 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 254,181 | $4.0M |
| Guggenheim Capital LLC | 0.03% | Reduce -2.9% | 205,539 | $3.2M |
| LPL Financial LLC | 0.00% | Add +4.4% | 196,261 | $3.1M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 181,802 | $2.9M |
| Cohen & Steers, Inc. | 0.00% | Add +26.3% | 177,458 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 119,871 | $1.9M |
| Advisory Resource Group | 0.27% | Reduce -3.0% | 100,111 | $1.6M |
| Fiera Capital Corp | 0.01% | Reduce -4.2% | 98,964 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 87,939 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -25.9% | 77,966 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 50,346 | $790K |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 46,039 | $722K |
| Mariner, LLC | 0.00% | Reduce -29.3% | 39,676 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 37,356 | $586K |
| SAM Advisors, LLC | 0.16% | Add +0.2% | 32,089 | $503K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 31,238 | $490K |
| Wells Fargo & Company | 0.00% | Add +10.7% | 29,948 | $470K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.1% | 27,265 | $428K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 25,412 | $400K |
| KPP Advisory Services LLC | 0.05% | No change | 23,460 | $368K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.8% | 22,958 | $360K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.5% | 22,770 | $357K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +4.8% | 21,999 | $345K |
| Norris Financial Group, LLC | 0.11% | Add +27.9% | 20,600 | $323K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 19,117 | $300K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.1% | 18,365 | $288K |
| Mallini Complete Financial Planning LLC | 0.23% | Reduce -0.8% | 17,273 | $271K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 16,571 | $260K |
| IHT Wealth Management, LLC | 0.01% | New | 15,860 | $249K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 13,248 | $208K |
| Readystate Asset Management LP | 0.02% | New | 12,951 | $203K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 12,980 | $199K |
| Everstar Asset Management, LLC | 0.10% | Reduce -14.1% | 11,620 | $182K |
| Main Street Financial Solutions, LLC | 0.01% | New | 11,322 | $178K |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 11,092 | $174K |
| Sowell Financial Services LLC | 0.01% | No change | 10,900 | $171K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.9% | 10,558 | $166K |
| Birchwood Financial Partners, Inc. | 0.07% | Add +2.3% | 4,599 | $72K |
| Allworth Financial LP | 0.00% | Add +0.6% | 4,308 | $68K |
| IFG Advisory, LLC | 0.18% | New | 4,000 | $63K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,675 | $58K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $34K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Add +1.8% | 2,076 | $33K |
| City Holding Co. | 0.00% | No change | 2,000 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -44.0% | 1,500 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +536.0% | 1,272 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 825 | $13K |
| Highline Wealth Partners LLC | 0.00% | Add +40.0% | 700 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 700 | $11K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 549 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 500 | $8K |
| Piscataqua Savings Bank | 0.00% | No change | 400 | $6K |
| Advisors Asset Management, Inc. | 0.00% | New | 381 | $6K |
| Country Trust Bank | 0.00% | No change | 350 | $5K |
| IFP Advisors, Inc | 0.00% | New | 324 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $5K |
| 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.