John Hancock Prefer Inc. IIIHPS

13F holders, Q3 2025 (September 30)
63holders −4
5new positions
9sold out
$15.44avg. 13F price*

At the end of Q3 2025, 63 institutions reported holding John Hancock Prefer Inc. III (HPS) in their 13F filings, down 4 from Q2 2025. 5 opened new positions and 9 sold out. The largest holders were UBS Group AG ($17.6M), Morgan Stanley ($12.1M) and LPL Financial LLC ($4.5M).

Company
John Hancock Prefer Inc. III
Filed as
HANCOCK JOHN PFD INCOME FD I (Q3 2025)
CUSIP
41021P103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 60Q1 2024Q2 2024: 61Q2 2024Q3 2024: 61Q3 2024Q4 2024: 72Q4 2024Q1 2025: 61Q1 2025Q2 2025: 67Q2 2025Q3 2025: 63Q3 2025Q4 2025: 64Q4 2025Q1 2026: 60Q1 2026Q2 2026: 68Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$1.4M
Exits9$1.1M

All 13F filers, Q2 2025 → Q3 2025: 471,060 shares bought and 150,796 shares sold, net +320,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

UBS Group AG 0.00% Add +10.8% 1,141,593 $17.6M
Morgan Stanley 0.00% Reduce -6.2% 781,313 $12.1M
LPL Financial LLC 0.00% Add +1.8% 294,198 $4.5M
Invesco Ltd. 0.00% Add +13.7% 268,253 $4.1M
Cetera Investment Advisers 0.00% Add +25.4% 175,720 $2.7M
Guggenheim Capital LLC 0.02% Reduce -1.5% 172,723 $2.7M
Royal Bank of Canada 0.00% Add +228.0% 157,594 $2.4M
Bank of America Corp. 0.00% Add +0.6% 147,907 $2.3M
Ameriprise Financial Inc. 0.00% Add +3.6% 142,701 $2.2M
Fiera Capital Corp 0.00% Add +16.1% 97,820 $1.5M
Activest Wealth Management 0.22% Add +16.8% 71,064 $1.1M
Albion Financial Group 0.06% New 69,433 $1.1M
Pine Valley Investments Ltd Liability Co 0.05% Add +1.3% 63,748 $984K
Philadelphia Trust Co. 0.06% Add +31.0% 54,900 $848K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.4% 54,877 $847K
Wells Fargo & Company 0.00% Add +101.5% 49,474 $764K
Sowell Financial Services LLC 0.03% Add +0.1% 46,331 $715K
Commonwealth Equity Services, LLC 0.00% Reduce -5.0% 44,211 $683K
Osaic Holdings, Inc. 0.00% Reduce -3.6% 40,732 $609K
Live Oak Private Wealth LLC 0.08% No change 38,630 $596K
Cohen & Steers, Inc. 0.00% Add +30.3% 34,447 $532K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.0% 26,580 $415K
Post Resch Tallon Group Inc. 0.35% Add +6.4% 25,407 $392K
Arkfeld Wealth Strategies, L.L.C. 0.14% Add +1.4% 24,292 $378K
HighTower Advisors, LLC 0.00% Reduce -15.3% 21,233 $328K
Wedbush Securities Inc. 0.01% Reduce -2.7% 21,104 $326K
NewEdge Advisors, LLC 0.00% Reduce -1.9% 20,400 $315K
Raymond James Financial Inc. 0.00% Reduce -1.3% 18,189 $281K
Janney Montgomery Scott LLC 0.00% Reduce -9.2% 17,780 $275K
Keybank National Association 0.00% No change 17,000 $262K
Stifel Financial Corp. 0.00% Reduce -6.0% 14,465 $223K
Sanctuary Advisors, LLC 0.00% Add +19.9% 13,940 $215K
Mariner, LLC 0.00% Add +0.1% 12,844 $198K
OneAscent Financial Services LLC 0.01% No change 12,750 $197K
Focus Financial Network, Inc. 0.01% Add +2.8% 11,716 $181K
Rockefeller Capital Management L.P. 0.00% New 10,697 $165K
Stratos Wealth Partners, LTD. 0.00% New 10,317 $159K
US Bancorp \de 0.00% No change 4,396 $68K
Global Retirement Partners, LLC 0.00% No change 4,045 $62K
CIBC Private Wealth Group LLC 0.00% No change 4,000 $62K
Ameritas Advisory Services, LLC 0.00% Reduce -0.8% 3,588 $55K
Comerica Bank 0.00% No change 3,250 $50K
Fifth Third Bancorp 0.00% Reduce -42.7% 2,885 $45K
BankPlus Trust Department 0.01% No change 2,505 $39K
Private Trust Co. NA 0.00% No change 2,000 $31K
Rothschild Investment LLC 0.00% No change 1,500 $23K
CENTRAL TRUST Co 0.00% No change 1,500 $23K
Barrett & Company, Inc. 0.01% Add +2.3% 1,164 $18K
CoreCap Advisors, LLC 0.00% Add +7.4% 1,128 $17K
Cwm, LLC 0.00% No change 1,000 $15K
Allworth Financial LP 0.00% Add +400.0% 900 $14K
MAI Capital Management 0.00% No change 680 $10K
Harbour Investments, Inc. 0.00% Reduce -50.0% 600 $9K
Steward Partners Investment Advisory, LLC 0.00% Reduce -90.0% 517 $8K
CoreFirst Bank & Trust 0.00% No change 500 $8K
Highline Wealth Partners LLC 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
Advisory Services Network, LLC 0.00% New 225 $3K
Country Trust Bank 0.00% No change 200 $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 $131

"% 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.