HPI John Hancock Preferred Income
John Hancock Preferred Income (HPI) Institutional Ownership
What the institutions did with HPI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| UBS Group AG | 654.4K | 15.7% |
| MORGAN STANLEY | 595.0K | 14.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 277.9K | 6.7% |
| ROYAL BANK OF CANADA | 277.8K | 6.7% |
| GUGGENHEIM CAPITAL LLC | 260.2K | 6.3% |
| TSP Capital Management Group, LLC | 202.6K | 4.9% |
| LPL Financial LLC | 194.9K | 4.7% |
| Invesco Ltd. | 180.4K | 4.3% |
| COHEN & STEERS, INC. | 177.5K | 4.3% |
| J.W. COLE ADVISORS, INC. | 152.5K | 3.7% |
| RAYMOND JAMES FINANCIAL INC | 118.5K | 2.9% |
| Fiera Capital Corp | 102.0K | 2.5% |
| Advisory Resource Group | 100.2K | 2.4% |
| BANK OF AMERICA CORP /DE/ | 81.8K | 2.0% |
| Kestra Advisory Services, LLC | 81.0K | 1.9% |
| Cambridge Investment Research Advisors, Inc. | 72.9K | 1.8% |
| Cetera Investment Advisers | 52.1K | 1.3% |
| OSAIC HOLDINGS, INC. | 51.8K | 1.2% |
| Private Advisor Group, LLC | 43.3K | 1.0% |
| ENVESTNET ASSET MANAGEMENT INC | 33.4K | 0.8% |
| SAM Advisors, LLC | 29.9K | 0.7% |
| WELLS FARGO & COMPANY/MN | 29.9K | 0.7% |
| Stratos Wealth Partners, LTD. | 27.3K | 0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.4K | 0.6% |
| KPP Advisory Services LLC | 23.5K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | New | 0 | 152.5K | +152.5K |
| MORGAN STANLEY | Increased | 530.0K | 595.0K | +65.0K |
| GUGGENHEIM CAPITAL LLC | Increased | 205.5K | 260.2K | +54.7K |
| Mariner, LLC | Sold Out | 39.7K | 0 | -39.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 37.4K | 72.9K | +35.6K |
| Private Advisor Group, LLC | Increased | 16.6K | 43.3K | +26.7K |
| ROYAL BANK OF CANADA | Increased | 254.2K | 277.8K | +23.6K |
| Avidian Wealth Enterprises, LLC | Sold Out | 22.0K | 0 | -22.0K |
| CITADEL ADVISORS LLC | New | 0 | 19.0K | +19.0K |
| Advisors Asset Management, Inc. | Increased | 381 | 13.9K | +13.5K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 13.0K | 0 | -13.0K |
| Equitable Holdings, Inc. | New | 0 | 12.6K | +12.6K |
| Kestra Advisory Services, LLC | Reduced | 87.9K | 81.0K | -7.0K |
| Cetera Investment Advisers | Increased | 46.0K | 52.1K | +6.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 272.2K | 277.9K | +5.7K |
| Quantum Portfolio Management LLC | New | 0 | 5.4K | +5.4K |
| UBS Group AG | Increased | 649.9K | 654.4K | +4.5K |
| BANK OF AMERICA CORP /DE/ | Increased | 78.0K | 81.8K | +3.8K |
| Fiera Capital Corp | Increased | 99.0K | 102.0K | +3.0K |
| Main Street Financial Solutions, LLC | Increased | 11.3K | 14.2K | +2.8K |
| PRIVATE TRUST CO NA | Increased | 553 | 3.1K | +2.5K |
| Sound Income Strategies, LLC | Sold Out | 2.2K | 0 | -2.2K |
| SAM Advisors, LLC | Reduced | 32.1K | 29.9K | -2.1K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 31.2K | 33.4K | +2.1K |
| Norris Financial Group, LLC | Increased | 20.6K | 22.6K | +2.0K |
| LaSalle St. Investment Advisors, LLC | Reduced | 18.4K | 16.7K | -1.7K |
| Sanctuary Advisors, LLC | Reduced | 22.8K | 21.2K | -1.6K |
| OSAIC HOLDINGS, INC. | Increased | 50.3K | 51.8K | +1.4K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 119.9K | 118.5K | -1.4K |
| Invesco Ltd. | Reduced | 181.8K | 180.4K | -1.4K |
| LPL Financial LLC | Reduced | 196.3K | 194.9K | -1.4K |
| IHT Wealth Management, LLC | Reduced | 15.9K | 14.8K | -1.1K |
| HighTower Advisors, LLC | Reduced | 23.0K | 22.0K | -937 |
| STIFEL FINANCIAL CORP | Reduced | 11.1K | 10.2K | -876 |
| Strategic Wealth Partners, Ltd. | Sold Out | 825 | 0 | -825 |
| Advisory Services Network, LLC | Sold Out | 700 | 0 | -700 |
| NewEdge Advisors, LLC | Reduced | 19.1K | 18.6K | -542 |
| Ascentis Independent Advisors | Sold Out | 500 | 0 | -500 |
| Mallini Complete Financial Planning LLC | Increased | 17.3K | 17.5K | +267 |
| Clear Street Group Inc. | New | 0 | 190 | +190 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Reduced | 13.2K | 13.1K | -180 |
| Birchwood Financial Partners, Inc. | Increased | 4.6K | 4.7K | +105 |
| Advisory Resource Group | Increased | 100.1K | 100.2K | +76 |
| WELLS FARGO & COMPANY/MN | Reduced | 29.9K | 29.9K | -72 |
| B. Riley Wealth Advisors, Inc. | Increased | 13.0K | 13.0K | +50 |
| Smallwood Wealth Investment Management, LLC | Increased | 2.1K | 2.1K | +37 |
| Allworth Financial LP | Increased | 4.3K | 4.3K | +25 |
| Merit Financial Group, LLC | Increased | 10.6K | 10.6K | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.