JOHN HANCOCK PREFER INC (HPI) Institutional Shareholders
JOHN HANCOCK PREFER INC (HPI) 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 $58.66M in HPI holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HPI tracked by InsiderSet, reporting ownership valued at approximately $10.20M 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 $10.46M, representing an estimated gain of +2.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed HPI value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK PREFER INC (HPI).
This page ranks the largest institutional HPI 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
63
Total Reported Value
$58.66M
Largest Holder
Ubs Group Ag
Largest Position
$10.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 649,908 | $10,197,057 | $10,457,020 | +$259,963 | +2.55% | |
| Morgan Stanley | 0.00% | 529,980 | $8,315,389 | $8,527,378 | +$211,989 | +2.55% | |
| Commonwealth Equity Services, Llc | 0.01% | 277,902 | $4,504,790 | $4,471,443 | -$33,347 | -0.74% | |
| Royal Bank Of Canada | 0.00% | 254,181 | $3,988,000 | $4,089,772 | +$101,772 | +2.55% | |
| Tsp Capital Management Group, Llc | 0.79% | 202,635 | $3,284,720 | $3,260,397 | -$24,323 | -0.74% | |
| Guggenheim Capital Llc | 0.03% | 205,539 | $3,224,907 | $3,307,123 | +$82,216 | +2.55% | |
| Lpl Financial Llc | 0.00% | 196,261 | $3,079,335 | $3,157,839 | +$78,504 | +2.55% | |
| Invesco Ltd. | 0.00% | 181,802 | $2,852,473 | $2,925,194 | +$72,721 | +2.55% | |
| J.W. Cole Advisors, Inc. | 0.04% | 152,483 | $2,471,748 | $2,453,451 | -$18,297 | -0.74% | |
| Raymond James Financial Inc | 0.00% | 119,871 | $1,880,784 | $1,928,724 | +$47,940 | +2.55% | |
| Advisory Resource Group | 0.24% | 100,187 | $1,624,030 | $1,612,009 | -$12,021 | -0.74% | |
| Fiera Capital Corp | 0.01% | 98,964 | $1,552,745 | $1,592,331 | +$39,586 | +2.55% | |
| Kestra Advisory Services, Llc | 0.00% | 80,970 | $1,312,529 | $1,302,807 | -$9,722 | -0.74% | |
| Bank Of America Corp | 0.00% | 77,966 | $1,223,279 | $1,254,473 | +$31,194 | +2.55% | |
| Osaic Holdings, Inc. | 0.00% | 50,346 | $789,921 | $810,067 | +$20,146 | +2.55% | |
| Cetera Investment Advisers | 0.00% | 46,039 | $722,357 | $740,768 | +$18,411 | +2.55% | |
| Private Advisor Group, Llc | 0.00% | 43,302 | $701,916 | $696,729 | -$5,187 | -0.74% | |
| Mariner, Llc | 0.00% | 39,676 | $622,508 | $638,387 | +$15,879 | +2.55% | |
| Envestnet Asset Management Inc | 0.00% | 33,350 | $540,611 | $536,602 | -$4,010 | -0.74% | |
| Sam Advisors, Llc | 0.16% | 32,089 | $503,472 | $516,312 | +$12,840 | +2.55% | |
| Wells Fargo & Company/Mn | 0.00% | 29,948 | $469,892 | $481,863 | +$11,971 | +2.55% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 27,265 | $427,788 | $438,694 | +$10,906 | +2.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,412 | $415,486 | $408,879 | -$6,607 | -1.59% | |
| Kpp Advisory Services Llc | 0.05% | 23,460 | $380,287 | $377,471 | -$2,816 | -0.74% | |
| Hightower Advisors, Llc | 0.00% | 22,958 | $360,199 | $369,394 | +$9,195 | +2.55% | |
| Sanctuary Advisors, Llc | 0.00% | 22,770 | $357,263 | $366,369 | +$9,106 | +2.55% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 18,365 | $288,158 | $295,493 | +$7,335 | +2.55% | |
| Mallini Complete Financial Planning Llc | 0.20% | 17,540 | $284,325 | $282,219 | -$2,106 | -0.74% | |
| Iht Wealth Management, Llc | 0.01% | 15,860 | $248,843 | $255,187 | +$6,344 | +2.55% | |
| Halbert Hargrove Global Advisors, Llc | 0.01% | 13,068 | $211,833 | $210,264 | -$1,569 | -0.74% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 13,030 | $211,219 | $209,653 | -$1,566 | -0.74% | |
| Readystate Asset Management Lp | 0.01% | 12,951 | $203,201 | $208,382 | +$5,181 | +2.55% | |
| Everstar Asset Management, Llc | 0.09% | 11,620 | $188,360 | $186,966 | -$1,394 | -0.74% | |
| Sowell Financial Services Llc | 0.01% | 10,900 | $176,689 | $175,381 | -$1,308 | -0.74% | |
| Stifel Financial Corp | 0.00% | 11,092 | $174,040 | $178,470 | +$4,430 | +2.55% | |
| Merit Financial Group, Llc | 0.00% | 10,563 | $171,228 | $169,959 | -$1,269 | -0.74% | |
| Quantum Portfolio Management Llc | 0.04% | 56,992,288 | $89,421 | $917,005,914 | +$916,916,493 | +1025392.80% | |
| Birchwood Financial Partners, Inc. | 0.07% | 4,599 | $72,153 | $73,998 | +$1,845 | +2.56% | |
| Allworth Financial Lp | 0.00% | 4,308 | $67,593 | $69,316 | +$1,723 | +2.55% | |
| Ifg Advisory, Llc | 0.18% | 4,000 | $62,760 | $64,360 | +$1,600 | +2.55% | |
| Harbor Investment Advisory, Llc | 0.00% | 3,675 | $59,572 | $59,131 | -$441 | -0.74% | |
| Private Trust Co Na | 0.00% | 3,053 | $49,489 | $49,123 | -$366 | -0.74% | |
| Newedge Advisors, Llc | 0.00% | 17,323 | $45,465 | $278,727 | +$233,262 | +513.06% | |
| Smallwood Wealth Investment Management, Llc | 0.01% | 2,113 | $34,264 | $33,998 | -$266 | -0.78% | |
| City Holding Co | 0.00% | 2,000 | $32,400 | $32,180 | -$220 | -0.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,821 | $28,565 | $29,300 | +$735 | +2.57% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 1,650 | $26,301 | $26,549 | +$248 | +0.94% | |
| Geneos Wealth Management Inc. | 0.00% | 1,500 | $23,535 | $24,135 | +$600 | +2.55% | |
| Harbour Investments, Inc. | 0.00% | 1,272 | $19,958 | $20,466 | +$508 | +2.55% | |
| Parallel Advisors, Llc | 0.00% | 1,000 | $15,690 | $16,090 | +$400 | +2.55% |
Frequently asked questions about HPI
Who owns the most HPI stock?
The largest holders of HPI 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 (HPI).
Is HPI widely held by superinvestors?
Many widely followed stocks like HPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HPI 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.