JOHN HANCOCK PREFERRED INCOME FUND - HPI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 638,679 | 10,340 | 0.0% | 0.0% | 1 | +11,212 | 1.79% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 478,880 | 7,753 | 0.0% | 0.0% | 2 | +37,010 | 8.38% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 267,872 | 4,336 | 0.01% | 0.01% | 3 | -9,471 | -3.41% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 251,358 | 4,069 | 0.0% | — | 4 | +251,358 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 211,737 | 3,428 | 0.02% | 0.02% | 5 | +55,509 | 35.53% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 188,028 | 3,044 | 0.0% | 0.0% | 6 | +782 | 0.42% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 183,259 | 2,966 | 0.0% | 0.0% | 7 | -39,665 | -17.79% | Q4 2025 | Feb 19, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 140,564 | 2,276 | 0.0% | 0.0% | 8 | -4,700 | -3.24% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 136,169 | 2,204 | 0.05% | 0.04% | 9 | +16,509 | 13.8% | Q4 2025 | Feb 11, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 129,360 | 2,094 | 0.51% | 0.61% | 10 | -2,000 | -1.52% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,036 | 1,959 | 0.0% | 0.0% | 11 | -621 | -0.51% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 105,242 | 1,703 | 0.0% | 0.0% | 12 | +5,054 | 5.04% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 103,315 | 1,672 | 0.01% | 0.0% | 13 | +15,979 | 18.3% | Q4 2025 | Feb 11, 2026 |
| Advisory Resource Group | History | Reduced | 103,195 | 1,670 | 0.29% | 0.32% | 14 | -663 | -0.64% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 85,928 | 1,391 | 0.01% | 0.01% | 15 | -11,484 | -11.79% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 56,132 | 908 | 0.0% | 0.0% | 16 | +3,590 | 6.83% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 45,877 | 742 | 0.0% | 0.0% | 17 | +1,108 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 44,812 | 725 | 0.0% | 0.0% | 18 | +6,253 | 16.22% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,877 | 613 | 0.0% | 0.0% | 19 | +28 | 0.07% | Q4 2025 | Feb 05, 2026 |
| SAM Advisors, LLC | History | Reduced | 32,032 | 518 | 0.16% | 0.18% | 20 | -985 | -2.98% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,371 | 475 | 0.0% | 0.0% | 21 | -5,745 | -16.36% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,121 | 471 | 0.0% | 0.0% | 22 | -3,218 | -9.95% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 27,565 | 446 | 0.01% | 0.01% | 23 | +1,700 | 6.57% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 27,049 | 437 | 0.0% | 0.0% | 24 | -5,104 | -15.87% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,712 | 418 | 0.0% | 0.0% | 25 | +6,591 | 34.47% | Q4 2025 | Jan 08, 2026 |
| KPP Advisory Services LLC | History | No change | 23,460 | 379 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | New | 22,434 | 363 | 0.0% | — | 27 | +22,434 | New | Q4 2025 | Jan 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 21,000 | 339 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,060 | 324 | 0.0% | 0.0% | 29 | -791 | -3.79% | Q4 2025 | Feb 18, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 18,345 | 297 | 0.05% | 0.06% | 30 | -672 | -3.53% | Q4 2025 | Feb 17, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 17,407 | 281 | 0.23% | 0.25% | 31 | -262 | -1.48% | Q4 2025 | Jan 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,425 | 265 | 0.0% | 0.0% | 32 | +985 | 6.38% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,576 | 235 | 0.0% | — | 33 | +14,576 | New | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 13,520 | 218 | 0.12% | 0.14% | 34 | -1,000 | -6.89% | Q4 2025 | Feb 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,248 | 214 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,902 | 208 | 0.01% | 0.01% | 36 | +74 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,848 | 191 | 0.0% | 0.0% | 37 | +509 | 4.49% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | New | 10,927 | 176 | 0.0% | — | 38 | +10,927 | New | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | No change | 10,900 | 176 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,035 | 162 | 0.0% | — | 40 | +10,035 | New | Q4 2025 | Feb 17, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,494 | 72 | 0.07% | — | 41 | +4,494 | New | Q4 2025 | Feb 19, 2026 |
| Allworth Financial LP | History | New | 4,283 | 69 | 0.0% | — | 42 | +4,283 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,768 | 61 | 0.0% | 0.0% | 43 | -281 | -6.94% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 3,675 | 59 | 0.0% | 0.01% | 44 | -1,500 | -28.99% | Q4 2025 | Jan 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,680 | 43 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 2,265 | 36 | 0.0% | — | 46 | +2,265 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,150 | 34 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 2,039 | 33 | 0.02% | 0.03% | 48 | -981 | -32.48% | Q4 2025 | Jan 23, 2026 |
| CITY HOLDING CO | History | No change | 2,000 | 32 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,821 | 29 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | New | 1,033 | 16 | 0.0% | — | 52 | +1,033 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 549 | 8 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 553 | 8 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Piscataqua Savings Bank | History | No change | 400 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 5 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | No change | 315 | 5 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 300 | 4 | 0.0% | — | 60 | +300 | New | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | New | 300 | 4 | 0.0% | — | 61 | +300 | New | Q4 2025 | Jan 26, 2026 |
| Motiv8 Investments LLC | History | New | 250 | 4 | 0.0% | — | 62 | +250 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 200 | 3 | 0.0% | 0.0% | 63 | -1,178 | -85.49% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 146 | 2 | 0.0% | — | 65 | +146 | New | Q4 2025 | Feb 03, 2026 |
| WEBSTER BANK, N. A. | History | No change | 164 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,800 | -100.0% | Q3 2025 | Oct 27, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -12,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 18, 2025 |