JOHN HANCOCK HDG EQTY & INC (HEQ) Institutional Shareholders
JOHN HANCOCK HDG EQTY & INC (HEQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $43.54M in HEQ holdings during the latest filing period.
Karpus Management, Inc. is currently the largest disclosed institutional shareholder of HEQ tracked by InsiderSet, reporting ownership valued at approximately $10.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.42M, representing an estimated loss of -0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed HEQ value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., Bulldog Investors, Llp, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK HDG EQTY & INC (HEQ).
This page ranks the largest institutional HEQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$43.54M
Largest Holder
Karpus Management, Inc.
Largest Position
$10.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 0.30% | 909,620 | $10,442,433 | $10,415,149 | -$27,284 | -0.26% | |
| Bulldog Investors, Llp | 1.39% | 550,968 | $6,325,113 | $6,308,584 | -$16,529 | -0.26% | |
| Pathstone Holdings, Llc | 0.02% | 522,041 | $5,669,366 | $5,977,369 | +$308,003 | +5.43% | |
| Bank Of America Corp | 0.00% | 306,653 | $3,520,373 | $3,511,177 | -$9,196 | -0.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 171,821 | $1,972,510 | $1,967,350 | -$5,160 | -0.26% | |
| Invesco Ltd. | 0.00% | 159,131 | $1,826,824 | $1,822,050 | -$4,774 | -0.26% | |
| Envestnet Asset Management Inc | 0.00% | 154,332 | $1,771,726 | $1,767,101 | -$4,625 | -0.26% | |
| Principal Securities, Inc. | 0.02% | 153,377 | $1,760,764 | $1,756,167 | -$4,597 | -0.26% | |
| Morgan Stanley | 0.00% | 142,939 | $1,640,940 | $1,636,652 | -$4,288 | -0.26% | |
| Blue Bell Private Wealth Management, Llc | 0.16% | 109,712 | $1,259,494 | $1,256,202 | -$3,292 | -0.26% | |
| 1607 Capital Partners, Llc | 0.08% | 79,413 | $911,661 | $909,279 | -$2,382 | -0.26% | |
| Wells Fargo & Company/Mn | 0.00% | 68,337 | $784,503 | $782,459 | -$2,044 | -0.26% | |
| Kovack Advisors, Inc. | 0.04% | 64,341 | $739,825 | $736,704 | -$3,121 | -0.42% | |
| Ameriprise Financial Inc | 0.00% | 59,744 | $685,856 | $684,069 | -$1,787 | -0.26% | |
| Kestra Advisory Services, Llc | 0.00% | 44,860 | $514,989 | $513,647 | -$1,342 | -0.26% | |
| &Partners | 0.00% | 44,498 | $510,832 | $509,502 | -$1,330 | -0.26% | |
| Royal Bank Of Canada | 0.00% | 43,382 | $498,000 | $496,724 | -$1,276 | -0.26% | |
| Lpl Financial Llc | 0.00% | 40,936 | $469,940 | $468,717 | -$1,223 | -0.26% | |
| Sax Wealth Advisors, Llc | 0.01% | 33,953 | $368,730 | $388,762 | +$20,032 | +5.43% | |
| Raymond James Financial Inc | 0.00% | 31,866 | $365,822 | $364,866 | -$956 | -0.26% | |
| Osaic Holdings, Inc. | 0.00% | 27,754 | $318,637 | $317,783 | -$854 | -0.27% | |
| Shaker Financial Services, Llc | 0.09% | 25,429 | $291,925 | $291,162 | -$763 | -0.26% | |
| Cetera Investment Advisers | 0.00% | 19,431 | $223,068 | $222,485 | -$583 | -0.26% | |
| Xtx Topco Ltd | 0.00% | 17,333 | $198,983 | $198,463 | -$520 | -0.26% | |
| Nwf Advisory Services Inc. | 0.02% | 15,400 | $176,792 | $176,330 | -$462 | -0.26% | |
| Pnc Financial Services Group, Inc. | 0.00% | 13,865 | $159,170 | $158,754 | -$416 | -0.26% | |
| Fifth Third Bancorp | 0.00% | 4,285 | $49,192 | $49,063 | -$129 | -0.26% | |
| Colonial Trust Co / Sc | 0.00% | 2,365 | $26,843 | $27,079 | +$236 | +0.88% | |
| Ubs Group Ag | 0.00% | 1,666 | $19,126 | $19,076 | -$50 | -0.26% | |
| Ifp Advisors, Inc | 0.00% | 1,208 | $13,868 | $13,832 | -$36 | -0.26% | |
| Harbour Investments, Inc. | 0.00% | 1,100 | $12,628 | $12,595 | -$33 | -0.26% | |
| Farther Finance Advisors, Llc | 0.00% | 380 | $4,362 | $4,351 | -$11 | -0.25% | |
| Highline Wealth Partners Llc | 0.00% | 217 | $2,491 | $2,485 | -$6 | -0.25% |
Frequently asked questions about HEQ
Who owns the most HEQ stock?
The largest holders of HEQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JOHN HANCOCK HDG EQTY & INC (HEQ).
Is HEQ widely held by superinvestors?
Many widely followed stocks like HEQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.