John Hancock Investors TRJHI

13F holders, Q1 2026 (March 31)
35holders
4new positions
3sold out
$12.91avg. 13F price*

At the end of Q1 2026, 35 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($8.1M), 1607 Capital Partners, LLC ($6.6M) and Advisors Asset Management, Inc. ($2.6M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$464K
Exits3$10K

All 13F filers, Q4 2025 → Q1 2026: 243,964 shares bought and 117,740 shares sold, net +126,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Sit Investment Associates Inc. 0.16% Add +4.6% 624,372 $8.1M
1607 Capital Partners, LLC 0.48% Add +6.3% 514,942 $6.6M
Advisors Asset Management, Inc. 0.04% Add +181.6% 203,815 $2.6M
Guggenheim Capital LLC 0.02% Reduce -18.5% 156,391 $2.0M
Morgan Stanley 0.00% Reduce -2.2% 139,065 $1.8M
Invesco Ltd. 0.00% Reduce -0.5% 130,047 $1.7M
Capital Investment Advisors, LLC 0.02% Reduce -2.1% 123,156 $1.6M
Shaker Financial Services, LLC 0.55% Reduce -11.3% 121,578 $1.6M
LPL Financial LLC 0.00% Reduce -15.9% 99,864 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +0.0% 74,091 $957K
Osaic Holdings, Inc. 0.00% Reduce -37.1% 55,922 $722K
Riverbridge Partners LLC 0.02% Add +4.0% 47,763 $617K
Stratos Wealth Partners, LTD. 0.01% Add +12.0% 45,754 $591K
Morey & Quinn Wealth Partners, LLC 0.38% No change 41,477 $535K
Aviance Capital Partners, LLC 0.05% Add +0.4% 35,844 $463K
NewEdge Advisors, LLC 0.00% No change 34,854 $450K
Bank of America Corp. 0.00% Add +2.6% 33,545 $433K
Philadelphia Trust Co. 0.03% No change 30,813 $398K
Robinson Capital Management, LLC 0.17% Add +55.2% 28,109 $376K
Ameriprise Financial Inc. 0.00% Reduce -8.9% 23,998 $310K
Cohen & Steers, Inc. 0.00% No change 23,927 $309K
World Investment Advisors 0.00% New 23,191 $299K
Noble Wealth Management PBC 0.14% Reduce -18.3% 21,450 $277K
Hoertkorn Richard Charles 0.15% No change 14,000 $181K
UBS Group AG 0.00% Add +4.4% 13,190 $170K
Hennion & Walsh Asset Management, Inc. 0.00% New 10,331 $133K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.5% 10,027 $129K
Royal Bank of Canada 0.00% Add +7.1% 7,191 $93K
Wells Fargo & Company 0.00% No change 5,532 $71K
Wolverine Asset Management LLC 0.00% New 1,812 $23K
SHP Wealth Management 0.00% No change 1,007 $13K
Advisory Services Network, LLC 0.00% New 621 $8K
Highline Wealth Partners LLC 0.00% No change 300 $4K
Hoey Investments, Inc. 0.00% No change 222 $3K
Smartleaf Asset Management LLC 0.00% No change 26 $328

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