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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$16.04 -0.05 (-0.31%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund (NYSE:HPI)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$898.81M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.12M
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HPI Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC19,117$300K0.0%-4.7%0.000%
5/20/2026 Norris Financial Group LLC20,600$323K0.1%N/A0.000%
5/19/2026 NewEdge Advisors LLC17,323$272K0.0%-13.6%0.000%
5/19/2026 Bank of America Corp DE77,966$1.22M0.0%-25.9%0.000%
5/18/2026 Readystate Asset Management LP12,951$203K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada254,181$3.99M0.0%+1.1%0.000%
5/13/2026 Cetera Investment Advisers46,039$722K0.0%+2.7%0.000%
4/30/2026 Kestra Advisory Services LLC87,939$1.38M0.0%+2.3%0.000%
4/30/2026 Quantum Portfolio Management LLC56,992,288$894.21M9.5%N/A0.000%
4/24/2026 TSP Capital Management Group LLC201,710$3.17M0.8%+55.9%0.000%
4/17/2026 Everstar Asset Management LLC11,620$182K0.1%-14.1%0.000%
2/19/2026 Invesco Ltd.183,259$2.97M0.0%-17.8%0.000%
2/19/2026 Birchwood Financial Partners Inc.4,494$73K0.1%N/A0.000%
2/18/2026 NewEdge Advisors LLC20,060$325K0.0%-3.8%0.000%
2/17/2026 Guggenheim Capital LLC211,737$3.43M0.0%+35.5%0.000%
2/17/2026 Cetera Investment Advisers44,812$726K0.0%+16.2%0.000%
2/17/2026 Osaic Holdings Inc.45,877$743K0.0%+2.5%0.000%
2/17/2026 Royal Bank of Canada251,358$4.07M0.0%-1.1%0.000%
2/16/2026 Mariner LLC56,132$909K0.0%+6.8%0.000%
2/16/2026 Arax Advisory Partners2,265$37K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC85,928$1.39M0.0%-11.8%0.000%
2/13/2026 Stifel Financial Corp10,927$177K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN27,049$438K0.0%-15.9%0.000%
2/13/2026 Cohen & Steers Inc.140,564$2.28M0.0%-3.2%0.000%
2/12/2026 Commonwealth Equity Services LLC267,872$4.34M0.0%-3.4%0.000%
2/12/2026 Advisory Resource Group103,195$1.67M0.3%-0.6%0.000%
2/12/2026 SAM Advisors LLC32,032$519K0.2%-3.0%0.000%
2/11/2026 LPL Financial LLC188,028$3.04M0.0%+0.4%0.000%
2/11/2026 Fiera Capital Corp103,315$1.67M0.0%+18.3%0.000%
2/11/2026 J.W. Cole Advisors Inc.136,169$2.21M0.0%+13.8%0.000%
2/6/2026 HighTower Advisors LLC29,371$476K0.0%-16.4%0.000%
2/5/2026 Everstar Asset Management LLC13,520$219K0.1%-6.9%0.000%
2/5/2026 Allworth Financial LP4,283$69K0.0%-31.6%0.000%
1/29/2026 UBS Group AG638,679$10.34M0.0%+1.8%0.000%
1/23/2026 Smallwood Wealth Investment Management LLC2,039$33K0.0%-32.5%0.000%
1/21/2026 TSP Capital Management Group LLC129,360$2.09M0.5%-1.5%0.000%
1/20/2026 Stratos Wealth Partners LTD.27,565$446K0.0%+6.6%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC25,712$418K0.0%+34.5%0.000%
1/7/2026 Harbor Investment Advisory LLC3,675$59K0.0%-29.0%0.000%
12/2/2025 Allworth Financial LP6,260$109K0.0%+47.7%0.000%
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11/17/2025 NewEdge Advisors LLC20,851$362K0.0%+3.7%0.000%
11/17/2025 Mariner LLC52,542$912K0.0%+28.7%0.000%
11/17/2025 Bank of America Corp DE100,188$1.74M0.0%-3.2%0.000%
11/14/2025 Raymond James Financial Inc.121,657$2.11M0.0%+3.0%0.000%
11/14/2025 Arlington Capital Management Inc.12,594$219K0.1%N/A0.000%
11/13/2025 Invesco Ltd.222,924$3.87M0.0%+13.7%0.000%
11/13/2025 UBS Group AG627,467$10.89M0.0%+5.1%0.000%
11/13/2025 Private Advisor Group LLC15,440$268K0.0%+4.4%0.000%
11/12/2025 Huntington National Bank2,028$35K0.0%N/A0.000%
11/7/2025 Fiera Capital Corp87,336$1.52M0.0%+14.7%0.000%
11/5/2025 J.W. Cole Advisors Inc.119,660$2.08M0.0%+23.5%0.000%
11/5/2025 Envestnet Asset Management Inc.32,339$561K0.0%+3.2%0.000%
11/3/2025 KPP Advisory Services LLC23,460$407K0.1%+74.3%0.000%
10/30/2025 SAM Advisors LLC33,017$573K0.2%+13.3%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC19,121$335K0.0%-25.2%0.000%
10/22/2025 TSP Capital Management Group LLC131,360$2.28M0.6%+1.7%0.000%
10/20/2025 Mallini Complete Financial Planning LLC17,669$307K0.2%+4.1%0.000%
10/16/2025 Halbert Hargrove Global Advisors LLC13,248$230K0.0%+71.6%0.000%
9/4/2025 Osaic Holdings Inc.44,486$711K0.0%+3.6%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.12,730$204K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE103,539$1.66M0.0%+4.8%0.000%
8/14/2025 Raymond James Financial Inc.118,100$1.89M0.0%+3.8%0.000%
8/13/2025 Guggenheim Capital LLC179,389$2.87M0.0%-30.3%0.000%
8/13/2025 Invesco Ltd.195,985$3.13M0.0%+4.1%0.000%
8/13/2025 Everstar Asset Management LLC14,520$232K0.1%-10.5%0.000%
8/12/2025 J.W. Cole Advisors Inc.96,866$1.55M0.0%+37.8%0.000%
8/8/2025 Cetera Investment Advisers25,258$404K0.0%-23.8%0.000%
8/8/2025 Advisory Resource Group104,417$1.67M0.3%-1.5%0.000%
8/8/2025 Fiera Capital Corp76,128$1.22M0.0%-1.0%0.000%
8/7/2025 Allworth Financial LP4,237$68K0.0%+181.9%0.000%
8/4/2025 Wolverine Asset Management LLC10,742$172K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.31,341$501K0.0%+6.1%0.000%
7/30/2025 KPP Advisory Services LLC13,460$215K0.0%N/A0.000%
7/29/2025 SAM Advisors LLC29,152$466K0.2%+9.2%0.000%
7/23/2025 KPP Advisory Services LLC13,460$215K0.1%N/A0.000%
7/15/2025 Fifth Third Bancorp4,308$69K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC25,565$415K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC4,985$83K0.0%-75.7%0.000%
5/15/2025Royal Bank of Canada567,767$9.42M0.0%+0.3%0.000%
5/14/2025Kestra Advisory Services LLC108,071$1.79M0.0%+9.0%0.000%
5/13/2025HighTower Advisors LLC25,862$429K0.0%-39.5%0.000%
5/12/2025Invesco Ltd.188,186$3.12M0.0%-2.6%0.000%
5/9/2025Atria Wealth Solutions Inc.13,600$226K0.0%-23.2%0.000%
5/7/2025LPL Financial LLC183,128$3.04M0.0%+7.5%0.000%
5/7/2025SAM Advisors LLC26,696$443K0.2%+6.2%0.000%
5/6/2025Cetera Investment Advisers33,147$550K0.0%+2.4%0.000%
5/5/2025J.W. Cole Advisors Inc.70,295$1.17M0.0%N/A0.000%
5/5/2025Private Advisor Group LLC14,762$245K0.0%-11.7%0.000%
4/30/2025Stratos Wealth Partners LTD.26,135$434K0.0%N/A0.000%
4/25/2025Smallwood Wealth Investment Management LLC3,211$53K0.0%N/A0.000%
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4/24/2025Mallini Complete Financial Planning LLC16,382$272K0.3%-9.5%0.000%
4/17/2025Sowell Financial Services LLC10,900$181K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC26,300$436K0.0%N/A0.000%
4/14/2025Farther Finance Advisors LLC1,800$30K0.0%N/A0.000%
4/9/2025Selway Asset Management27,425$455K0.2%+52.5%0.000%
4/9/2025Merit Financial Group LLC11,218$186K0.0%+6.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.16,809$282K0.0%+4.5%0.000%
2/24/2025Ameriflex Group Inc.2,677$46K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers32,382$539K0.0%+12.2%0.000%
2/13/2025NewEdge Advisors LLC21,005$349K0.0%-6.1%0.000%


HPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Quantum Portfolio Management LLC ($894.21M), UBS Group AG ($10.34M), Commonwealth Equity Services LLC ($4.34M), Royal Bank of Canada ($3.99M), Guggenheim Capital LLC ($3.43M), TSP Capital Management Group LLC ($3.17M), and LPL Financial LLC ($3.04M).Learn more on John Hancock Preferred Income Fund's institutional investors.

Of the 49 institutional investors that purchased John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quantum Portfolio Management LLC ($56.99M), Raymond James Financial Inc. ($222.67K), J.W. Cole Advisors Inc. ($136.17K), TSP Capital Management Group LLC ($77.80K), Guggenheim Capital LLC ($55.51K), Invesco Ltd. ($53.22K), and UBS Group AG ($41.52K).

Institutional investors have bought a total of 57,403,334 shares in the last 24 months. This purchase volume represents approximately $898.81M in transactions.

Of the 17 institutional investors that sold John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($39.67K), Bank of America Corp DE ($30.63K), Kestra Advisory Services LLC ($11.48K), Commonwealth Equity Services LLC ($9.47K), Wealth Enhancement Advisory Services LLC ($6.44K), HighTower Advisors LLC ($5.75K), and Wells Fargo & Company MN ($5.10K).

Institutional investors have sold a total of 131,520 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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Institutional ownership data for NYSE:HPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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