JOHN HANCOCK PREFER INC II (HPF) Top Institutional Shareholders
JOHN HANCOCK PREFER INC II (HPF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $31.70M in HPF holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of HPF tracked by InsiderSet, reporting ownership valued at approximately $5.77M in its March 31, 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 $5.87M, representing an estimated gain of +1.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed HPF value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Ubs Group Ag, Axim Planning & Wealth, and several other long-term asset managers with concentrated positions in JOHN HANCOCK PREFER INC II (HPF).
This page ranks the largest institutional HPF 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
44
Total Reported Value
$31.70M
Largest Holder
Guggenheim Capital Llc
Largest Position
$5.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.05% | 369,327 | $5,765,194 | $5,868,606 | +$103,412 | +1.79% | |
| Ubs Group Ag | 0.00% | 353,637 | $5,520,274 | $5,619,292 | +$99,018 | +1.79% | |
| Axim Planning & Wealth | 5.18% | 272,251 | $4,249,838 | $4,326,068 | +$76,230 | +1.79% | |
| Morgan Stanley | 0.00% | 176,168 | $2,749,983 | $2,799,310 | +$49,327 | +1.79% | |
| Invesco Ltd. | 0.00% | 148,453 | $2,317,351 | $2,358,918 | +$41,567 | +1.79% | |
| Lpl Financial Llc | 0.00% | 95,891 | $1,496,866 | $1,523,708 | +$26,842 | +1.79% | |
| Wells Fargo & Company/Mn | 0.00% | 82,024 | $1,280,395 | $1,303,361 | +$22,966 | +1.79% | |
| Kestra Advisory Services, Llc | 0.00% | 69,444 | $1,084,015 | $1,103,465 | +$19,450 | +1.79% | |
| Everstar Asset Management, Llc | 0.46% | 55,760 | $870,414 | $886,026 | +$15,612 | +1.79% | |
| Bank Of America Corp | 0.00% | 46,962 | $733,074 | $746,226 | +$13,152 | +1.79% | |
| Osaic Holdings, Inc. | 0.00% | 46,895 | $732,055 | $745,162 | +$13,107 | +1.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,519 | $507,610 | $516,727 | +$9,117 | +1.80% | |
| Royal Bank Of Canada | 0.00% | 29,839 | $466,000 | $474,142 | +$8,142 | +1.75% | |
| Cetera Investment Advisers | 0.00% | 29,314 | $457,593 | $465,799 | +$8,206 | +1.79% | |
| Koshinski Asset Management, Inc. | 0.03% | 26,328 | $410,976 | $418,352 | +$7,376 | +1.79% | |
| Raymond James Financial Inc | 0.00% | 23,410 | $365,426 | $371,985 | +$6,559 | +1.79% | |
| Kestra Private Wealth Services, Llc | 0.00% | 20,222 | $315,669 | $321,328 | +$5,659 | +1.79% | |
| Vanguard Capital Wealth Advisors | 0.29% | 19,800 | $309,078 | $314,622 | +$5,544 | +1.79% | |
| Kapstone Financial Advisors Llc | 0.14% | 18,743 | $292,578 | $297,826 | +$5,248 | +1.79% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,755 | $228,702 | $234,457 | +$5,755 | +2.52% | |
| Stifel Financial Corp | 0.00% | 14,132 | $220,599 | $224,557 | +$3,958 | +1.79% | |
| Spire Wealth Management | 0.01% | 12,757 | $199,141 | $202,709 | +$3,568 | +1.79% | |
| Private Advisor Group, Llc | 0.00% | 12,616 | $196,936 | $200,468 | +$3,532 | +1.79% | |
| Iht Wealth Management, Llc | 0.00% | 11,001 | $171,726 | $174,806 | +$3,080 | +1.79% | |
| Live Oak Private Wealth Llc | 0.02% | 10,891 | $170,009 | $173,058 | +$3,049 | +1.79% | |
| Stonex Group Inc. | 0.01% | 10,469 | $163,421 | $166,352 | +$2,931 | +1.79% | |
| Msh Capital Advisors Llc | 0.03% | 10,403 | $162,391 | $165,304 | +$2,913 | +1.79% | |
| Western Wealth Management, Llc | 0.00% | 4,240 | $66,186 | $67,374 | +$1,188 | +1.79% | |
| Webster Bank, N. A. | 0.00% | 2,879 | $44,941 | $45,747 | +$806 | +1.79% | |
| Larson Financial Group Llc | 0.00% | 2,020 | $31,532 | $32,098 | +$566 | +1.79% | |
| Glass Jacobson Investment Advisors Llc | 0.01% | 1,975 | $30,830 | $31,383 | +$553 | +1.79% | |
| Soa Wealth Advisors, Llc. | 0.00% | 1,678 | $26,194 | $26,663 | +$469 | +1.79% | |
| Anchor Investment Management, Llc | 0.00% | 1,153 | $17,998 | $18,321 | +$323 | +1.80% | |
| International Assets Investment Management, Llc | 0.00% | 600 | $9,390 | $9,534 | +$144 | +1.53% | |
| Country Trust Bank | 0.00% | 550 | $8,586 | $8,740 | +$154 | +1.79% | |
| Highline Wealth Partners Llc | 0.00% | 400 | $6,244 | $6,356 | +$112 | +1.79% | |
| Janney Montgomery Scott Llc | 0.01% | 290,098 | $4,528 | $4,609,657 | +$4,605,129 | +101703.38% | |
| Advisory Services Network, Llc | 0.00% | 206 | $3,216 | $3,273 | +$57 | +1.78% | |
| Sound Income Strategies, Llc | 0.00% | 200 | $3,130 | $3,178 | +$48 | +1.53% | |
| Cohen & Steers, Inc. | 0.00% | 172,487 | $2,693 | $2,740,818 | +$2,738,125 | +101675.66% | |
| Farther Finance Advisors, Llc | 0.00% | 160 | $2,504 | $2,542 | +$38 | +1.53% | |
| Assetmark, Inc | 0.00% | 54 | $843 | $858 | +$15 | +1.79% | |
| Wedbush Securities Inc | 0.01% | 24,768 | $387 | $393,564 | +$393,177 | +101596.00% | |
| Huntington National Bank | 0.00% | 1 | $16 | $16 | -$0 | -0.69% |
Frequently asked questions about HPF
Who owns the most HPF stock?
The largest holders of HPF 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 PREFER INC II (HPF).
Is HPF widely held by superinvestors?
Many widely followed stocks like HPF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HPF 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.