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John Hancock Investors Trust (JHI) Institutional Ownership

John Hancock Investors Trust logo
$13.14 -0.04 (-0.27%)
As of 02:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Investors Trust (NYSE:JHI)

Current
Institutional Ownership
Percentage
27.01%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.35M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.75M
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JHI Institutional Buying and Selling by Quarter

John Hancock Investors Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC18,850$251K0.1%-12.1%0.216%
5/19/2026 Bank of America Corp DE33,545$433K0.0%+2.6%0.384%
4/27/2026 World Investment Advisors23,191$299K0.0%N/A0.265%
4/18/2026 Riverbridge Partners LLC47,763$617K0.0%+4.0%0.546%
2/25/2026 Sit Investment Associates Inc.597,048$8.16M0.2%+12.1%6.831%
2/19/2026 Invesco Ltd.130,641$1.79M0.0%+21.9%1.495%
2/18/2026 1607 Capital Partners LLC484,495$6.62M0.5%-15.0%5.540%
2/17/2026 Guggenheim Capital LLC191,795$2.62M0.0%+16.0%2.194%
2/17/2026 Osaic Holdings Inc.88,936$1.22M0.0%+7.0%1.018%
2/17/2026 Royal Bank of Canada6,714$91K0.0%-50.6%0.077%
2/13/2026 Integrated Wealth Concepts LLC74,090$1.01M0.0%-6.9%0.848%
2/13/2026 Wells Fargo & Company MN5,532$76K0.0%-35.2%0.063%
2/12/2026 Advisors Asset Management Inc.72,384$989K0.0%N/A0.828%
2/11/2026 LPL Financial LLC118,694$1.62M0.0%-3.5%1.358%
2/6/2026 Aviance Capital Partners LLC35,696$488K0.1%+3.9%0.408%
1/26/2026 Shaker Financial Services LLC137,124$1.87M0.6%-21.5%1.569%
1/13/2026 Capital Investment Advisors LLC125,843$1.72M0.0%-4.5%1.440%
1/13/2026 Riverbridge Partners LLC45,908$628K0.0%+36.5%0.525%
1/5/2026 Noble Wealth Management PBC26,250$359K0.2%-11.5%0.300%
11/17/2025 NewEdge Advisors LLC35,154$492K0.0%-9.1%0.402%
11/17/2025 1607 Capital Partners LLC569,695$7.97M0.6%-5.6%6.518%
11/17/2025 Ameriprise Financial Inc.26,612$372K0.0%+25.3%0.304%
11/14/2025 Raymond James Financial Inc.10,000$140K0.0%+100.0%0.114%
11/6/2025 Stratos Wealth Partners LTD.40,157$562K0.0%+4.3%0.459%
10/29/2025 Aviance Capital Partners LLC34,356$481K0.1%+5.8%0.393%
10/22/2025 Shaker Financial Services LLC174,761$2.45M0.8%-4.6%1.998%
10/14/2025 Riverbridge Partners LLC33,638$471K0.0%+2.4%0.385%
9/4/2025 Osaic Holdings Inc.82,180$1.14M0.0%+10.0%0.940%
8/15/2025 Bank of America Corp DE34,635$480K0.0%-2.1%0.396%
8/15/2025 Ameriprise Financial Inc.21,231$294K0.0%+63.3%0.243%
8/14/2025 Raymond James Financial Inc.5,000$69K0.0%N/A0.057%
8/13/2025 Guggenheim Capital LLC79,428$1.10M0.0%-28.0%0.908%
8/13/2025 Invesco Ltd.75,480$1.05M0.0%+5.1%0.863%
8/5/2025 Shaker Financial Services LLC183,223$2.54M0.9%+25.2%2.096%
8/5/2025 Aviance Capital Partners LLC32,485$450K0.1%+18.2%0.372%
7/29/2025 Stratos Wealth Partners LTD.38,513$533K0.0%-64.6%0.441%
7/23/2025 Morey & Quinn Wealth Partners LLC41,702$577K0.5%-3.0%0.477%
7/17/2025 Capital Investment Advisors LLC132,413$1.83M0.0%-1.3%1.515%
7/15/2025 Riverbridge Partners LLC32,854$455K0.0%+3.8%0.376%
5/16/20251607 Capital Partners LLC552,045$7.49M0.6%+2.9%6.313%
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5/15/2025Landscape Capital Management L.L.C.11,712$159K0.0%-13.6%0.134%
5/13/2025Sit Investment Associates Inc.337,050$4.57M0.1%+3.1%3.854%
5/12/2025Invesco Ltd.71,791$974K0.0%+3.4%0.821%
5/9/2025Shaker Financial Services LLC146,399$1.99M0.8%+39.3%1.674%
4/30/2025Stratos Wealth Partners LTD.108,717$1.48M0.0%-2.2%1.243%
4/29/2025Aviance Capital Partners LLC27,474$373K0.1%+23.5%0.314%
4/24/2025Allspring Global Investments Holdings LLC30,514$414K0.0%-16.4%0.349%
4/21/2025Riverbridge Partners LLC31,650$429K0.0%+10.8%0.362%
4/15/2025Noble Wealth Management PBC4,224$57K0.0%+74.3%0.048%
4/14/2025Capital Investment Advisors LLC134,100$1.82M0.0%-4.7%1.533%
4/10/2025Hennion & Walsh Asset Management Inc.48,404$657K0.0%-6.8%0.554%
2/17/2025Bank of America Corp DE46,507$636K0.0%-50.3%0.532%
2/14/2025Quarry LP2,141$29K0.0%N/A0.024%
2/14/2025Shaker Financial Services LLC105,114$1.44M0.6%-24.1%1.203%
2/13/20251607 Capital Partners LLC536,545$7.34M0.6%+40.3%6.139%
2/13/2025NewEdge Advisors LLC38,854$532K0.0%-4.0%0.445%
2/13/2025Guggenheim Capital LLC176,545$2.42M0.0%-11.2%2.020%
2/13/2025Invesco Ltd.69,421$950K0.0%+7.0%0.794%
2/13/2025Sit Investment Associates Inc.326,964$4.47M0.1%+48.8%3.741%
2/12/2025Landscape Capital Management L.L.C.13,562$186K0.0%-48.0%0.155%
2/12/2025Hoertkorn Richard Charles14,000$192K0.1%-17.6%0.160%
2/12/2025Morey & Quinn Wealth Partners LLC43,527$595K0.5%N/A0.498%
2/11/2025LPL Financial LLC45,361$621K0.0%+10.2%0.519%
2/7/2025Aviance Capital Partners LLC22,238$304K0.0%+9.3%0.254%
2/5/2025Noble Wealth Management PBC2,424$33K0.0%N/A0.028%
1/31/2025Robinson Capital Management LLC43,700$598K0.2%+398.3%0.500%
1/29/2025Allspring Global Investments Holdings LLC36,486$499K0.0%-64.1%0.417%
1/13/2025Capital Investment Advisors LLC140,741$1.93M0.0%-8.0%0.000%
11/15/2024Integrated Wealth Concepts LLC28,625$402K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC10,036$138K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.26,077$367K0.0%+10.4%0.000%
11/7/2024Aviance Capital Partners LLC20,350$286K0.0%-19.1%0.000%
10/31/2024Shaker Financial Services LLC138,470$1.95M0.7%-32.0%1.583%
10/19/2024Allspring Global Investments Holdings LLC101,503$1.43M0.0%+1.0%1.161%
10/18/2024Capital Investment Advisors LLC153,018$2.15M0.0%+2.0%1.750%
8/3/2024Shaker Financial Services LLC203,489$2.71M1.1%-7.6%2.328%
7/26/2024Allspring Global Investments Holdings LLC100,488$1.34M0.0%+16.9%1.150%
7/20/2024Hennion & Walsh Asset Management Inc.52,160$694K0.0%-1.6%0.597%
7/12/2024Capital Investment Advisors LLC150,078$2.00M0.0%+3.4%1.717%
7/10/2024Simplicity Wealth LLC13,351$178K0.0%N/A0.153%
4/26/2024Riverbridge Partners LLC27,238$359K0.0%N/A0.312%
4/18/2024Allspring Global Investments Holdings LLC85,943$1.13M0.0%+300.0%0.983%
2/13/20241607 Capital Partners LLC766,901$9.92M0.7%+47.9%8.775%
2/7/2024Shaker Financial Services LLC194,481$2.52M1.0%+29.2%2.225%
2/6/2024Aviance Capital Partners LLC25,688$332K0.1%-7.2%0.294%
1/5/2024Capital Investment Advisors LLC129,883$1.68M0.0%+3.6%1.486%
11/15/20231607 Capital Partners LLC518,501$6.30M0.5%+148.0%5.933%
11/13/2023Wolverine Asset Management LLC73,172$889K0.0%+4.8%0.837%
11/8/2023Moors & Cabot Inc.10,000$122K0.0%N/A0.114%
11/7/2023Aviance Capital Partners LLC27,669$336K0.1%N/A0.317%
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11/2/2023Shaker Financial Services LLC150,554$1.83M0.9%+3.9%1.722%
10/27/2023Hennion & Walsh Asset Management Inc.53,519$650K0.0%+19.6%0.612%
10/24/2023Stratos Wealth Partners LTD.109,808$1.33M0.0%-16.5%1.256%
10/16/2023Capital Investment Advisors LLC125,337$1.52M0.0%+24.1%1.433%
8/11/2023Guggenheim Capital LLC48,044$607K0.0%-4.7%0.550%
8/7/2023Wolverine Asset Management LLC69,835$883K0.0%+20.8%0.799%
8/7/2023Shaker Financial Services LLC144,945$1.83M0.8%+5.0%1.657%
7/18/2023Stratos Wealth Partners LTD.131,531$1.66M0.0%+0.8%1.504%
7/11/2023Capital Investment Advisors LLC100,961$1.28M0.0%+30.3%1.155%
5/11/2023Guggenheim Capital LLC50,412$640K0.0%-36.4%0.577%


JHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of John Hancock Investors Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($8.16M), 1607 Capital Partners LLC ($6.62M), Guggenheim Capital LLC ($2.62M), Shaker Financial Services LLC ($1.87M), Invesco Ltd. ($1.79M), Capital Investment Advisors LLC ($1.72M), and LPL Financial LLC ($1.62M).Learn more on John Hancock Investors Trust's institutional investors.

27.01% of John Hancock Investors Trust's stock is owned by institutional investors. Learn more on JHI's institutional investor holdings.

Of the 24 institutional investors that purchased John Hancock Investors Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($181.76K), 1607 Capital Partners LLC ($169.67K), Shaker Financial Services LLC ($78.11K), Advisors Asset Management Inc. ($72.38K), Morey & Quinn Wealth Partners LLC ($43.53K), Robinson Capital Management LLC ($34.93K), and Invesco Ltd. ($34.05K).

Institutional investors have bought a total of 246,706 shares in the last 24 months. This purchase volume represents approximately $3.35M in transactions.

Of the 9 institutional investors that sold John Hancock Investors Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($119.30K), Shaker Financial Services LLC ($46.10K), Royal Bank of Canada ($6.87K), Noble Wealth Management PBC ($6K), Capital Investment Advisors LLC ($5.98K), Integrated Wealth Concepts LLC ($5.47K), and LPL Financial LLC ($4.25K).

Institutional investors have sold a total of 200,512 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.


Related Companies

Institutional ownership data for NYSE:JHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/1/2026. New 13F filings are added each quarter as they're published.
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