John Hancock Investors TRJHI

13F holders, Q4 2025 (December 31)
35holders +3
5new positions
3sold out
$13.67avg. 13F price*

At the end of Q4 2025, 35 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($8.2M), 1607 Capital Partners, LLC ($6.6M) and Guggenheim Capital LLC ($2.6M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$1.2M
Exits3$314K

All 13F filers, Q3 2025 → Q4 2025: 225,643 shares bought and 182,199 shares sold, net +43,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Sit Investment Associates Inc. 0.16% Add +12.1% 597,048 $8.2M
1607 Capital Partners, LLC 0.45% Reduce -15.0% 484,495 $6.6M
Guggenheim Capital LLC 0.02% Add +15.9% 191,795 $2.6M
Morgan Stanley 0.00% Reduce -3.4% 142,132 $1.9M
Shaker Financial Services, LLC 0.59% Reduce -21.5% 137,124 $1.9M
Invesco Ltd. 0.00% Add +21.9% 130,641 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -4.5% 125,843 $1.7M
LPL Financial LLC 0.00% Reduce -3.5% 118,694 $1.6M
Osaic Holdings, Inc. 0.00% Add +7.0% 88,936 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -6.9% 74,090 $1.0M
Advisors Asset Management, Inc. 0.02% New 72,384 $989K
Riverbridge Partners LLC 0.01% Add +36.5% 45,908 $628K
Morey & Quinn Wealth Partners, LLC 0.41% Reduce -0.5% 41,477 $567K
Stratos Wealth Partners, LTD. 0.01% Add +1.7% 40,852 $558K
Aviance Capital Partners, LLC 0.06% Add +3.9% 35,696 $488K
NewEdge Advisors, LLC 0.00% Reduce -0.8% 34,854 $476K
Bank of America Corp. 0.00% Reduce -5.8% 32,682 $447K
Philadelphia Trust Co. 0.03% No change 30,813 $421K
Ameriprise Financial Inc. 0.00% Reduce -1.0% 26,356 $360K
Noble Wealth Management PBC 0.18% Reduce -11.5% 26,250 $359K
Cohen & Steers, Inc. 0.00% No change 23,927 $327K
Robinson Capital Management, LLC 0.10% New 18,107 $248K
Hoertkorn Richard Charles 0.07% No change 14,000 $191K
UBS Group AG 0.00% Reduce -0.1% 12,631 $173K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.3% 10,719 $147K
Royal Bank of Canada 0.00% Reduce -50.6% 6,714 $91K
Wells Fargo & Company 0.00% Reduce -35.2% 5,532 $76K
SHP Wealth Management 0.00% — 1,007 $14K
Flagship Harbor Advisors, LLC 0.00% New 550 $8K
Highline Wealth Partners LLC 0.00% No change 300 $4K
CIBC Private Wealth Group LLC 0.00% No change 251 $3K
Hoey Investments, Inc. 0.00% No change 222 $3K
PNC Financial Services Group, Inc. 0.00% New 148 $2K
Mascoma Wealth Management LLC 0.00% No change 50 $684
Smartleaf Asset Management LLC 0.00% New 26 $354

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