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Who owns HPS?

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

69 institutional managers reported holding John Hancock Preferred Income Fund III Preferred Income Fund I (HPS) in Form 13F filings for Q2 2026, with 4,345,633 shares worth $63.2M. The largest reported holder was UBS Group AG. Managers that filed both quarters added a net 127,127 shares (+3.1%). 11 opened new positions and 4 sold out.

Funds holding
69
Value held
$63.2M
New / sold out
11 / 4
Net shares, same filers
+3.1%

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 HPS

FundValueShare of 13F holdingsSharesMove
UBS Group AG$18.8M29.7%1,291,717Added
Morgan Stanley$12.2M19.3%837,423Added
LPL Financial LLC$4.3M6.9%298,403Trimmed
Invesco Ltd.$3.2M5.0%217,859Added
Ameriprise Financial Inc$2.6M4.1%176,393Added
Cetera Investment Advisers$2.6M4.1%176,029Added
Royal Bank of Canada$2.3M3.6%156,415Trimmed
Bank of America Corp$2.2M3.4%149,439Added
Fiera Capital Corp$1.7M2.6%114,018Added
Osaic Holdings, Inc.$951K1.5%65,386Added
Cohen & Steers, Inc.$890K1.4%61,234Unchanged
J.w. Cole Advisors, Inc.$847K1.3%58,240New
Commonwealth Equity Services, LLC$758K1.2%52,099Unchanged
Guggenheim Capital LLC$703K1.1%48,366Trimmed
Sowell Financial Services LLC$675K1.1%46,397Trimmed
Wells Fargo & Company$663K1.0%45,587Added
Pine Valley Investments Ltd Liability Co$654K1.0%44,953First report
Live Oak Private Wealth LLC$562K0.9%38,630Unchanged
Western Wealth Management, LLC$469K0.7%32,232Unchanged
Philadelphia Trust Co$405K0.6%27,820Unchanged
Activest Wealth Management$393K0.6%27,057Trimmed
Arkfeld Wealth Strategies, L.L.C.$377K0.6%25,815Added
Post Resch Tallon Group Inc.$376K0.6%25,836Added
Wealth Enhancement Advisory Services, LLC$370K0.6%25,380Trimmed
Janney Montgomery Scott LLC$345K0.5%23,705Added

Share of 13F holdings is each fund's shares as a share of the 4,345,633 HPS shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Morgan Stanley Added+$894K
  2. UBS Group AG Added+$879K
  3. J.w. Cole Advisors, Inc. New+$847K
  4. Osaic Holdings, Inc. Added+$260K
  5. Readystate Asset Management LP New+$253K
  6. HRT Financial LP New+$165K
  7. Cetera Investment Advisers Added+$136K
  8. Ameriprise Financial Inc Added+$118K
  9. Wells Fargo & Company Added+$74K
  10. Rothschild Investment LLC Added+$65K

Biggest sellers in Q2 2026

  1. Guggenheim Capital LLC Trimmed-$938K
  2. Activest Wealth Management Trimmed-$458K
  3. LPL Financial LLC Trimmed-$251K
  4. IHT Wealth Management, LLC Sold out-$164K
  5. Royal Bank of Canada Trimmed-$124K
  6. Wedbush Securities Inc Trimmed-$98K
  7. Fifth Third Bancorp Trimmed-$47K
  8. Sowell Financial Services LLC Trimmed-$25K
  9. Larson Financial Group LLC Sold out-$24K
  10. Wealth Enhancement Advisory Services, LLC Trimmed-$17K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $4.1M and sold $2.2M; 22 added and 12 trimmed.

Questions about HPS ownership

Who owns HPS stock?
69 institutional investment managers reported HPS positions in their Form 13F filings for Q2 2026, holding 4,345,633 shares worth $63.2M in total. UBS Group AG reported the largest position.
Are funds buying or selling HPS?
In Q2 2026, 11 managers opened new HPS positions, 22 added, 12 trimmed and 4 sold out. Managers that filed in both quarters added a net 127,127 shares.
How current is this HPS 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 HPS by CUSIP. Options are left out. HPS news and filings · HPS insider trades · Top funds