John Hancock Prefer Inc. IIIHPS
13F holders, Q1 2025 (March 31)61holders −11
5new positions
13sold out
$14.99avg. 13F price*
At the end of Q1 2025, 61 institutions reported holding John Hancock Prefer Inc. III (HPS) in their 13F filings, down 11 from Q4 2024. 5 opened new positions and 13 sold out. The largest holders were UBS Group AG ($15.0M), Morgan Stanley ($12.6M) and LPL Financial LLC ($3.8M).
- Company
- John Hancock Prefer Inc. III
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q1 2025)
- CUSIP
- 41021P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 13 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 339,204 shares bought and 444,838 shares sold, net −105,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| UBS Group AG | 0.00% | Reduce -2.4% | 997,357 | $15.0M |
| Morgan Stanley | 0.00% | Add +4.0% | 838,288 | $12.6M |
| LPL Financial LLC | 0.00% | Add +18.8% | 252,703 | $3.8M |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 222,250 | $3.3M |
| Bank of America Corp. | 0.00% | Add +55.1% | 137,978 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 135,961 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -56.1% | 125,611 | $1.9M |
| Rothschild Investment LLC | 0.12% | Reduce -18.8% | 121,900 | $1.8M |
| Guggenheim Capital LLC | 0.02% | Add +419.7% | 112,516 | $1.7M |
| Fiera Capital Corp | 0.00% | No change | 85,001 | $1.3M |
| Activest Wealth Management | 0.28% | Reduce -21.4% | 68,920 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +16.1% | 57,299 | $859K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 56,307 | $845K |
| Royal Bank of Canada | 0.00% | Add +11.4% | 51,471 | $772K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 47,051 | $706K |
| Sowell Financial Services LLC | 0.03% | Add +0.1% | 46,456 | $697K |
| Osaic Holdings, Inc. | 0.00% | Add +13.4% | 43,944 | $659K |
| Philadelphia Trust Co. | 0.05% | No change | 41,900 | $629K |
| Live Oak Private Wealth LLC | 0.09% | No change | 38,630 | $579K |
| Wells Fargo & Company | 0.00% | Add +47.6% | 32,533 | $488K |
| Selway Asset Management | 0.17% | Reduce -2.5% | 26,830 | $402K |
| Cohen & Steers, Inc. | 0.00% | New | 25,100 | $377K |
| Post Resch Tallon Group Inc. | 0.37% | Add +0.1% | 23,857 | $358K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.6% | 23,686 | $355K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.1% | 22,738 | $341K |
| Arkfeld Wealth Strategies, L.L.C. | 0.15% | Add +1.3% | 23,638 | $338K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.9% | 21,260 | $319K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 20,800 | $312K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 19,917 | $299K |
| Burney Co./ | 0.01% | No change | 19,575 | $294K |
| Keybank National Association | 0.00% | No change | 17,000 | $255K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 16,000 | $240K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,072 | $211K |
| Mariner, LLC | 0.00% | Reduce -13.9% | 12,807 | $192K |
| OneAscent Financial Services LLC | 0.01% | No change | 12,750 | $191K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +20.9% | 12,559 | $188K |
| Readystate Asset Management LP | 0.01% | Reduce -74.4% | 10,439 | $157K |
| Focus Financial Network, Inc. | 0.01% | New | 10,282 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,118 | $77K |
| US Bancorp \de | 0.00% | No change | 4,396 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,000 | $54K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,537 | $53K |
| Comerica Bank | 0.00% | No change | 3,250 | $49K |
| BankPlus Trust Department | 0.01% | No change | 2,505 | $38K |
| Private Trust Co. NA | 0.00% | Reduce -42.9% | 2,000 | $30K |
| Consultiva Wealth Management, Corp. | 0.08% | New | 1,500 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 1,500 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 1,200 | $18K |
| Barrett & Company, Inc. | 0.01% | Add +2.2% | 1,112 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,050 | $16K |
| Olistico Wealth, LLC | 0.01% | No change | 1,019 | $15K |
| Cwm, LLC | 0.00% | No change | 1,000 | $15K |
| MAI Capital Management | 0.00% | Reduce -12.3% | 947 | $14K |
| Bokf, NA | 0.00% | New | 500 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 350 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $5K |
| 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 | 8 | $122 |
"% 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.