Funds · HPI

Who owns HPI?

Institutional ownership of John Hancock Preferred Income Fund from Form 13F, Q2 2026

65 institutional managers reported holding John Hancock Preferred Income Fund (HPI) in Form 13F filings for Q2 2026, with 4,156,576 shares worth $67.4M. The largest reported holder was UBS Group AG. Managers that filed both quarters added a net 545,942 shares (+15.2%). 6 opened new positions and 7 sold out.

Funds holding
65
Value held
$67.4M
New / sold out
6 / 7
Net shares, same filers
+15.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of HPI

FundValueShare of 13F holdingsSharesMove
UBS Group AG$10.6M15.7%654,443Added
Morgan Stanley$9.6M14.3%594,996Added
Commonwealth Equity Services, LLC$4.5M6.7%277,902Added
Royal Bank of Canada$4.5M6.7%277,823Added
Guggenheim Capital LLC$4.2M6.3%260,204Added
TSP Capital Management Group, LLC$3.3M4.9%202,635New
LPL Financial LLC$3.2M4.7%194,889Trimmed
Invesco Ltd.$2.9M4.3%180,415Trimmed
Cohen & Steers, Inc.$2.9M4.3%177,458Unchanged
J.w. Cole Advisors, Inc.$2.5M3.7%152,483New
Raymond James Financial Inc$1.9M2.9%118,465Trimmed
Fiera Capital Corp$1.7M2.5%102,001Added
Advisory Resource Group$1.6M2.4%100,187Unchanged
Bank of America Corp$1.3M2.0%81,791Added
Kestra Advisory Services, LLC$1.3M1.9%80,970Trimmed
Cambridge Investment Research Advisors, Inc.$1.2M1.8%72,930Added
Cetera Investment Advisers$844K1.3%52,068Added
Osaic Holdings, Inc.$840K1.2%51,791Added
Private Advisor Group, LLC$702K1.0%43,302Added
Envestnet Asset Management Inc$541K0.8%33,350Added
SAM Advisors, LLC$485K0.7%29,942Trimmed
Wells Fargo & Company$484K0.7%29,876Trimmed
Stratos Wealth Partners, LTD.$442K0.7%27,265Unchanged
Wealth Enhancement Advisory Services, LLC$415K0.6%25,412Unchanged
KPP Advisory Services LLC$380K0.6%23,460Unchanged

Share of 13F holdings is each fund's shares as a share of the 4,156,576 HPI shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $10.4M and sold $1.6M; 21 added and 12 trimmed.

Questions about HPI ownership

Who owns HPI stock?
65 institutional investment managers reported HPI positions in their Form 13F filings for Q2 2026, holding 4,156,576 shares worth $67.4M in total. UBS Group AG reported the largest position.
Are funds buying or selling HPI?
In Q2 2026, 6 managers opened new HPI positions, 21 added, 12 trimmed and 7 sold out. Managers that filed in both quarters added a net 545,942 shares.
How current is this HPI institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to HPI by CUSIP. Options are left out. HPI news and filings · HPI insider trades · Top funds