JOHN HANCOCK INVESTORS TRUST - JHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 597,048 | 8,162 | 10.01% | 0.15% | 1 | +64,495 | 12.11% | Q4 2025 | Feb 25, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 484,495 | 6,623 | 0.45% | 0.6% | 2 | -85,200 | -14.96% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 191,795 | 2,621 | 0.02% | 0.02% | 3 | +26,388 | 15.95% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 142,132 | 1,942 | 0.0% | 0.0% | 4 | -5,001 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 137,124 | 1,874 | 0.59% | 0.84% | 5 | -37,637 | -21.54% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 130,641 | 1,785 | 0.0% | 0.0% | 6 | +23,435 | 21.86% | Q4 2025 | Feb 19, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 125,843 | 1,720 | 0.03% | 0.03% | 7 | -5,983 | -4.54% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Reduced | 118,694 | 1,622 | 0.0% | 0.0% | 8 | -4,252 | -3.46% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 88,936 | 1,215 | 0.0% | 0.0% | 9 | +5,805 | 6.98% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 74,090 | 1,012 | 0.01% | 0.01% | 10 | -5,469 | -6.87% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | New | 72,384 | 989 | 0.02% | — | 11 | +72,384 | New | Q4 2025 | Feb 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 45,908 | 627 | 0.01% | 0.01% | 12 | +12,270 | 36.48% | Q4 2025 | Jan 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 41,477 | 566 | 0.41% | 0.43% | 13 | -225 | -0.54% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 40,852 | 558 | 0.01% | 0.01% | 14 | +695 | 1.73% | Q4 2025 | Jan 20, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 35,696 | 487 | 0.06% | 0.06% | 15 | +1,340 | 3.9% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 34,854 | 476 | 0.0% | 0.0% | 16 | -300 | -0.85% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,682 | 446 | 0.0% | 0.0% | 17 | -2,019 | -5.82% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 30,813 | 421 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,356 | 360 | 0.0% | 0.0% | 19 | -256 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 26,250 | 358 | 0.18% | 0.22% | 20 | -3,400 | -11.47% | Q4 2025 | Jan 05, 2026 |
| COHEN & STEERS, INC. | History | No change | 23,927 | 327 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 18,107 | 247 | 0.1% | — | 22 | +18,107 | New | Q4 2025 | Feb 13, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 14,000 | 191 | 0.07% | 0.08% | 23 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 12,631 | 172 | 0.0% | 0.0% | 24 | -13 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,719 | 147 | 0.0% | 0.0% | 25 | -145 | -1.33% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,714 | 91 | 0.0% | — | 26 | +6,714 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,532 | 75 | 0.0% | 0.0% | 27 | -3,001 | -35.17% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 1,007 | 13 | 0.0% | — | 28 | +1,007 | New | Q4 2025 | Mar 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 550 | 7 | 0.0% | — | 29 | +550 | New | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 251 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 222 | 3 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 148 | 2 | 0.0% | — | 33 | +148 | New | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Smartleaf Asset Management LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |