John Hancock Prefer Inc. IIIHPS
13F holders, Q2 2026 (June 30)68holders +8
10new positions
4sold out
$14.54avg. 13F price*
At the end of Q2 2026, 68 institutions reported holding John Hancock Prefer Inc. III (HPS) in their 13F filings, up 8 from Q1 2026. 10 opened new positions and 4 sold out. The largest holders were UBS Group AG ($18.8M), Morgan Stanley ($12.2M) and LPL Financial LLC ($4.3M).
- Company
- John Hancock Prefer Inc. III
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q2 2026)
- CUSIP
- 41021P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.3M |
| Exits | 4 | $199K |
All 13F filers, Q1 2026 → Q2 2026: 276,126 shares bought and 168,884 shares sold, net +107,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| UBS Group AG | 0.00% | Add +4.9% | 1,291,717 | $18.8M |
| Morgan Stanley | 0.00% | Add +7.9% | 837,423 | $12.2M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 298,403 | $4.3M |
| Invesco Ltd. | 0.00% | Add +1.4% | 217,859 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 176,393 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +5.6% | 176,029 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 156,415 | $2.3M |
| Bank of America Corp. | 0.00% | Add +1.7% | 149,439 | $2.2M |
| Fiera Capital Corp | 0.01% | Add +3.0% | 114,018 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +37.6% | 65,386 | $951K |
| Cohen & Steers, Inc. | 0.00% | No change | 61,234 | $890K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 58,240 | $847K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 52,099 | $758K |
| Guggenheim Capital LLC | 0.00% | Reduce -57.2% | 48,366 | $703K |
| Sowell Financial Services LLC | 0.02% | Reduce -3.5% | 46,397 | $675K |
| Wells Fargo & Company | 0.00% | Add +12.6% | 45,587 | $663K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -27.8% | 44,953 | $654K |
| Live Oak Private Wealth LLC | 0.07% | No change | 38,630 | $562K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 32,232 | $469K |
| Philadelphia Trust Co. | 0.03% | No change | 27,820 | $405K |
| Activest Wealth Management | 0.08% | Reduce -53.8% | 27,057 | $393K |
| Arkfeld Wealth Strategies, L.L.C. | 0.11% | Add +1.4% | 25,815 | $377K |
| Post Resch Tallon Group Inc. | 0.26% | Add +0.1% | 25,836 | $376K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.5% | 25,380 | $370K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 23,705 | $345K |
| NewEdge Advisors, LLC | 0.00% | Add +17.9% | 20,757 | $302K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 20,731 | $301K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 19,652 | $286K |
| Readystate Asset Management LP | 0.02% | New | 17,374 | $253K |
| Keybank National Association | 0.00% | No change | 17,000 | $247K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 15,991 | $233K |
| Focus Financial Network, Inc. | 0.01% | Add +18.1% | 14,776 | $215K |
| Stifel Financial Corp. | 0.00% | No change | 14,465 | $210K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.8% | 14,408 | $209K |
| OneAscent Financial Services LLC | 0.01% | No change | 12,750 | $185K |
| Wedbush Securities Inc. | 0.00% | Reduce -36.0% | 12,000 | $174K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 11,456 | $167K |
| HRT Financial LP | 0.00% | New | 11,401 | $165K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.2% | 11,295 | $163K |
| PW Nova Financial Services LLC | 0.03% | Add +2.3% | 10,854 | $158K |
| Cherry Creek Investment Advisors, Inc. | 0.06% | No change | 10,000 | $145K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,937 | $115K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 6,000 | $87K |
| Compass Financial Management LLC | 0.01% | — | 5,685 | $81K |
| Global Retirement Partners, LLC | 0.00% | — | 3,510 | $51K |
| Fifth Third Bancorp | 0.00% | Reduce -49.8% | 3,250 | $47K |
| BankPlus Trust Department | 0.01% | No change | 2,505 | $36K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $29K |
| Arax Advisory Partners | 0.00% | New | 1,658 | $24K |
| Barrett & Company, Inc. | 0.01% | Add +2.3% | 1,245 | $18K |
| Olistico Wealth, LLC | 0.01% | No change | 1,019 | $15K |
| Crews Bank & Trust | 0.00% | New | 1,000 | $15K |
| LifeSteps Financial, Inc. | 0.01% | New | 750 | $11K |
| IFG Advisory, LLC | 0.00% | New | 731 | $11K |
| Entrust Financial LLC | 0.01% | New | 700 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 539 | $8K |
| CoreFirst Bank & Trust | 0.00% | No change | 500 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -53.8% | 500 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 495 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 350 | $5K |
| Country Trust Bank | 0.00% | No change | 200 | $3K |
| Caldwell Trust Co | 0.00% | Reduce -50.0% | 195 | $3K |
| Allworth Financial LP | 0.00% | No change | 180 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 150 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 9 | $132 |
| Assetmark, Inc. | 0.00% | New | 5 | $73 |
"% of holder's portfolio" is HPS's weight in each manager's 13F, not the share of John Hancock Prefer Inc. III the manager owns.