HPI · John Hancock Preferred Income Fund · Holdings

$15.10 -0.16 (-1.05%) At close · Sep 11

Market Cap

$429.48M

26.79M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 65

Total Value: $66,786,971

Total Shares: 4,120,111

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 65 13F filers · Δ vs Mar 31, 2026

Top Holder

15.9%

−1.3 pts

Top 5

50.1%

−0.4 pts

Top 10

72.2%

−1.5 pts

HHI

728

Broadly held−34

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +12.5%

Shares held: +8.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+65,016	594,996
Large GUGGENHEIM CAPITAL LLC	+54,665	260,204
Mid Private Advisor Group, LLC	+26,731	43,302
Mega ROYAL BANK OF CANADA	+23,642	277,823
Mid Advisors Asset Management, Inc.	+13,503	13,884

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Kestra Advisory Services, LLC	−6,969	80,970
Small SAM Advisors, LLC	−2,147	29,942
Small LaSalle St. Investment Advisors, LLC	−1,702	16,663
Large Sanctuary Advisors, LLC	−1,581	21,189
Mega RAYMOND JAMES FINANCIAL INC	−1,406	118,465

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid J.W. COLE ADVISORS, INC.	152,483	$2,471,749
Mega CITADEL ADVISORS LLC	19,004	$308,054
Mid Equitable Holdings, Inc.	12,617	$204,521
Small COMPASS FINANCIAL MANAGEMENT LLC	6,541	$106,029
Small Quantum Portfolio Management LLC	5,410	$87,696

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Mariner, LLC	39,676	$622,516
Small Avidian Wealth Enterprises, LLC	21,999	$345,164
Mid READYSTATE ASSET MANAGEMENT LP	12,951	$203,201
Mid Sound Income Strategies, LLC	2,150	$33,733
Mid Strategic Wealth Partners, Ltd.	825	$12,944

Filter: New 7 Increased 24 Reduced 13 Sold out 7 Unchanged 21

Showing 65 of 65

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

UBS Group AG

$10,608,520

15.88%

654,443

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	652,548	$10,577,803	99.7%	Defined
UBS AG	1,895	$30,717	0.3%	Defined

MORGAN STANLEY

$9,644,885

14.44%

594,996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	594,996	$9,644,885	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$4,504,791

6.75%

277,902

ROYAL BANK OF CANADA

$4,503,510

6.74%

277,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	277,823	$4,503,510	100.0%	Defined

GUGGENHEIM CAPITAL LLC

$4,217,906

6.32%

260,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	260,204	$4,217,906	100.0%	Defined

TSP Capital Management Group, LLC

$3,284,713

4.92%

202,635

LPL Financial LLC

$3,159,150

4.73%

194,889

Invesco Ltd.

$2,924,527

4.38%

180,415

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	180,415	$2,924,527	100.0%	Defined

COHEN & STEERS, INC.

$2,876,594

4.31%

177,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	177,458	$2,876,594	100.0%	Sole

J.W. COLE ADVISORS, INC.

$2,471,749

3.70%

152,483

RAYMOND JAMES FINANCIAL INC

$1,920,317

2.88%

118,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	112,658	$1,826,186	95.1%	Defined
Raymond James Financial Services Advisors, Inc.	5,807	$94,131	4.9%	Defined

Fiera Capital Corp

$1,653,436

2.48%

102,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	102,001	$1,653,436	100.0%	Other

Advisory Resource Group

$1,624,031

2.43%

100,187

BANK OF AMERICA CORP /DE/

$1,325,832

1.99%

81,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	81,791	$1,325,832	100.0%	Defined

Kestra Advisory Services, LLC

$1,312,523

1.97%

80,970

Cetera Investment Advisers

$844,022

1.26%

52,068

OSAIC HOLDINGS, INC.

$839,532

1.26%

51,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	51,791	$839,532	100.0%	Defined

Private Advisor Group, LLC

$701,925

1.05%

43,302

Cambridge Investment Research Advisors, Inc.

$591,097

0.89%

36,465

ENVESTNET ASSET MANAGEMENT INC

$540,603

0.81%

33,350

SAM Advisors, LLC

$485,359

0.73%

29,942

WELLS FARGO & COMPANY/MN

$484,289

0.73%

29,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	13,262	$214,977	44.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	16,614	$269,312	55.6%	Defined

Stratos Wealth Partners, LTD.

$441,965

0.66%

27,265

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$411,928

0.62%

25,412

KPP Advisory Services LLC

$380,286

0.57%

23,460

Norris Financial Group, LLC

$366,346

0.55%

22,600

HighTower Advisors, LLC

$356,960

0.53%

22,021

Sanctuary Advisors, LLC

$343,473

0.51%

21,189

CITADEL ADVISORS LLC

$308,054

0.46%

19,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	19,004	$308,054	100.0%	Defined

NewEdge Advisors, LLC

$301,100

0.45%

18,575

Mallini Complete Financial Planning LLC

$284,323

0.43%

17,540

LaSalle St. Investment Advisors, LLC

$270,107

0.40%

16,663

IHT Wealth Management, LLC

$239,178

0.36%

14,755

Main Street Financial Solutions, LLC

$229,436

0.34%

14,154

Advisors Asset Management, Inc.

$225,059

0.34%

13,884

HALBERT HARGROVE GLOBAL ADVISORS, LLC

$211,832

0.32%

13,068

B. Riley Wealth Advisors, Inc.

$211,216

0.32%

13,030

Equitable Holdings, Inc.

$204,521

0.31%

12,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	12,617	$204,521	100.0%	Defined

Everstar Asset Management, LLC

$188,360

0.28%

11,620

Sowell Financial Services LLC

$176,689

0.26%

10,900

Merit Financial Group, LLC

$171,225

0.26%

10,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Orion Custom Indexing	537	$8,704	5.1%	Other
Held directly	10,026	$162,521	94.9%	Sole

STIFEL FINANCIAL CORP

$165,601

0.25%

10,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	10,216	$165,601	100.0%	Defined

COMPASS FINANCIAL MANAGEMENT LLC

$106,029

0.16%

6,541

Quantum Portfolio Management LLC

$87,696

0.13%

5,410

Birchwood Financial Partners, Inc.

$76,251

0.11%

4,704

Allworth Financial LP

$70,237

0.11%

4,333

IFG Advisory, LLC

$64,840

0.10%

4,000

HARBOR INVESTMENT ADVISORY, LLC

$59,571

0.09%

3,675

Global Retirement Partners, LLC

$57,934

0.09%

3,574

PRIVATE TRUST CO NA

$49,489

0.07%

3,053

Smallwood Wealth Investment Management, LLC

$34,251

0.05%

2,113

CITY HOLDING CO

$32,420

0.05%

2,000

Steward Partners Investment Advisory, LLC

$29,518

0.04%

1,821

Geneos Wealth Management Inc.

$24,315

0.04%

1,500

HARBOUR INVESTMENTS, INC.

$20,619

0.03%

1,272

Parallel Advisors, LLC

$16,210

0.02%

1,000

HIGHLINE WEALTH PARTNERS LLC

$11,347

0.02%

700

Clearstead Advisors, LLC

$8,899

0.01%

549

Piscataqua Savings Bank

$6,484

0.01%

400

COUNTRY TRUST BANK

$5,673

0.01%

350

IFP Advisors, Inc

$5,252

0.01%

324

Cullen/Frost Bankers, Inc.

$4,863

0.01%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Bank - FWA	300	$4,863	100.0%	Defined

Clear Street Group Inc.

$3,079

0.00%

190

WEBSTER BANK, N. A.

$2,658

0.00%

164

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$2,366

0.00%

146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	39,676	$622,516	100.0%	Other

Key facts CIK 1176199 CUSIP 41013W108 13F (30d) 14 filings 14 filers Visit website