John Hancock Investors TRJHI

13F holders, Q3 2025 (September 30)
32holders −1
2new positions
4sold out
$13.99avg. 13F price*

At the end of Q3 2025, 32 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($8.0M), Sit Investment Associates Inc. ($7.5M) and Shaker Financial Services, LLC ($2.4M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q3 2025)
CUSIP
410142103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 35Q1 2024Q2 2024: 35Q2 2024Q3 2024: 40Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 33Q2 2025Q3 2025: 32Q3 2025Q4 2025: 35Q4 2025Q1 2026: 35Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$13K
Exits4$2.7M

All 13F filers, Q2 2025 → Q3 2025: 295,532 shares bought and 271,079 shares sold, net +24,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

1607 Capital Partners, LLC 0.60% Reduce -5.7% 569,695 $8.0M
Sit Investment Associates Inc. 0.15% Add +20.5% 532,553 $7.5M
Shaker Financial Services, LLC 0.84% Reduce -4.6% 174,761 $2.4M
Guggenheim Capital LLC 0.02% Add +108.3% 165,407 $2.3M
Morgan Stanley 0.00% Reduce -8.2% 147,133 $2.1M
Capital Investment Advisors, LLC 0.03% Reduce -0.4% 131,826 $1.8M
LPL Financial LLC 0.00% Add +114.2% 122,946 $1.7M
Invesco Ltd. 0.00% Add +42.0% 107,206 $1.5M
Osaic Holdings, Inc. 0.00% Add +1.2% 83,131 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -0.3% 79,559 $1.1M
Morey & Quinn Wealth Partners, LLC 0.43% No change 41,702 $583K
Stratos Wealth Partners, LTD. 0.01% Add +4.3% 40,157 $562K
NewEdge Advisors, LLC 0.00% Reduce -9.1% 35,154 $492K
Bank of America Corp. 0.00% Add +0.2% 34,701 $485K
Aviance Capital Partners, LLC 0.06% Add +5.8% 34,356 $481K
Riverbridge Partners LLC 0.01% Add +2.4% 33,638 $471K
Philadelphia Trust Co. 0.03% No change 30,813 $431K
Noble Wealth Management PBC 0.22% — 29,650 $415K
Ameriprise Financial Inc. 0.00% Add +25.4% 26,612 $372K
Cohen & Steers, Inc. 0.00% No change 23,927 $335K
Hoertkorn Richard Charles 0.08% No change 14,000 $196K
Royal Bank of Canada 0.00% Add +4.4% 13,588 $190K
UBS Group AG 0.00% Add +12.2% 12,644 $177K
Pathstone Holdings, LLC 0.00% Reduce -54.1% 11,803 $165K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.3% 10,864 $152K
Raymond James Financial Inc. 0.00% Add +100.0% 10,000 $140K
Wells Fargo & Company 0.00% Add +52.9% 8,533 $119K
Advisory Services Network, LLC 0.00% New 621 $9K
Highline Wealth Partners LLC 0.00% New 300 $4K
CIBC Private Wealth Group LLC 0.00% No change 251 $4K
Hoey Investments, Inc. 0.00% No change 222 $3K
Mascoma Wealth Management LLC 0.00% No change 50 $700

"% of holder's portfolio" is JHI's weight in each manager's 13F, not the share of John Hancock Investors TR the manager owns.