HPI Institutional Ownership & Shareholders
JOHN HANCOCK PREFER INC (HPI) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $64.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HPI tracked by InsiderSet, reporting ownership valued at approximately $10.61M 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 $8.73M, representing an estimated loss of -17.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed HPI value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Royal Bank Of Canada, 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
58
Total Reported Value
$64.25M
Largest Holder
Ubs Group Ag
Largest Position
$10.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
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% | 654,443 | $10,608,521 | $8,730,270 | -$1,878,251 | -17.71% | |
| Morgan Stanley | 0.00% | 594,996 | $9,644,896 | $7,937,247 | -$1,707,649 | -17.71% | |
| Royal Bank Of Canada | 0.00% | 277,823 | $4,504,000 | $3,706,159 | -$797,841 | -17.71% | |
| Guggenheim Capital Llc | 0.03% | 260,204 | $4,217,907 | $3,471,121 | -$746,786 | -17.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 269,368 | $3,771,150 | $3,593,369 | -$177,781 | -4.71% | |
| Lpl Financial Llc | 0.00% | 194,889 | $3,159,158 | $2,599,819 | -$559,339 | -17.71% | |
| Invesco Ltd. | 0.00% | 180,415 | $2,924,527 | $2,406,736 | -$517,791 | -17.71% | |
| Tsp Capital Management Group, Llc | 0.73% | 207,710 | $2,907,940 | $2,770,851 | -$137,089 | -4.71% | |
| Cohen & Steers, Inc. | 0.00% | 177,458 | $2,877,000 | $2,367,290 | -$509,710 | -17.72% | |
| J.W. Cole Advisors, Inc. | 0.04% | 152,483 | $2,471,748 | $2,034,123 | -$437,625 | -17.71% | |
| Raymond James Financial Inc | 0.00% | 118,465 | $1,920,324 | $1,580,323 | -$340,001 | -17.71% | |
| Fiera Capital Corp | 0.01% | 102,001 | $1,653,436 | $1,360,693 | -$292,743 | -17.71% | |
| Advisory Resource Group | 0.20% | 100,622 | $1,408,708 | $1,342,297 | -$66,411 | -4.71% | |
| Bank Of America Corp | 0.00% | 81,791 | $1,325,833 | $1,091,092 | -$234,741 | -17.71% | |
| Kestra Advisory Services, Llc | 0.00% | 77,066 | $1,078,926 | $1,028,060 | -$50,866 | -4.71% | |
| Cetera Investment Advisers | 0.00% | 52,068 | $844,026 | $694,587 | -$149,439 | -17.71% | |
| Osaic Holdings, Inc. | 0.00% | 51,791 | $839,533 | $690,892 | -$148,641 | -17.71% | |
| Private Advisor Group, Llc | 0.00% | 43,302 | $701,916 | $577,649 | -$124,267 | -17.70% | |
| Envestnet Asset Management Inc | 0.00% | 33,350 | $540,611 | $444,889 | -$95,722 | -17.71% | |
| Sam Advisors, Llc | 0.13% | 29,942 | $485,360 | $399,426 | -$85,934 | -17.71% | |
| Wells Fargo & Company/Mn | 0.00% | 29,876 | $484,284 | $398,546 | -$85,738 | -17.70% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 27,265 | $441,966 | $363,715 | -$78,251 | -17.71% | |
| Norris Financial Group, Llc | 0.15% | 22,600 | $366,346 | $301,484 | -$64,862 | -17.71% | |
| Sanctuary Advisors, Llc | 0.00% | 21,189 | $343,473 | $282,661 | -$60,812 | -17.70% | |
| Kpp Advisory Services Llc | 0.05% | 22,760 | $318,640 | $303,618 | -$15,022 | -4.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,812 | $314,577 | $304,312 | -$10,265 | -3.26% | |
| Citadel Advisors Llc | 0.00% | 19,004 | $308,055 | $253,513 | -$54,542 | -17.71% | |
| Newedge Advisors, Llc | 0.00% | 18,575 | $301,099 | $247,791 | -$53,309 | -17.70% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 16,663 | $270,107 | $222,284 | -$47,823 | -17.71% | |
| Iht Wealth Management, Llc | 0.01% | 14,755 | $239,179 | $196,832 | -$42,347 | -17.71% | |
| Mallini Complete Financial Planning Llc | 0.15% | 15,045 | $210,638 | $200,700 | -$9,938 | -4.72% | |
| Equitable Holdings, Inc. | 0.00% | 12,617 | $204,525 | $168,311 | -$36,214 | -17.71% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 13,522 | $189,314 | $180,383 | -$8,931 | -4.72% | |
| Everstar Asset Management, Llc | 0.09% | 11,620 | $188,360 | $155,011 | -$33,349 | -17.71% | |
| Merit Financial Group, Llc | 0.00% | 10,563 | $171,229 | $140,910 | -$30,319 | -17.71% | |
| Stifel Financial Corp | 0.00% | 10,216 | $165,607 | $136,281 | -$29,326 | -17.71% | |
| Sowell Financial Services Llc | 0.00% | 10,900 | $152,600 | $145,406 | -$7,194 | -4.71% | |
| Halbert Hargrove Global Advisors, Llc | 0.01% | 10,500 | $147,000 | $140,070 | -$6,930 | -4.71% | |
| Quantum Portfolio Management Llc | 0.03% | 5,410 | $87,703 | $72,169 | -$15,534 | -17.71% | |
| Birchwood Financial Partners, Inc. | 0.06% | 6,033 | $84,455 | $80,480 | -$3,975 | -4.71% | |
| Allworth Financial Lp | 0.00% | 4,333 | $70,240 | $57,802 | -$12,438 | -17.71% | |
| Ifg Advisory, Llc | 0.00% | 4,000 | $64,840 | $53,360 | -$11,480 | -17.71% | |
| Harbor Investment Advisory, Llc | 0.00% | 3,675 | $51,450 | $49,025 | -$2,426 | -4.71% | |
| Private Trust Co Na | 0.00% | 3,053 | $42,742 | $40,727 | -$2,015 | -4.71% | |
| Smallwood Wealth Investment Management, Llc | 0.01% | 2,154 | $30,165 | $28,734 | -$1,431 | -4.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,821 | $29,512 | $24,292 | -$5,220 | -17.69% | |
| City Holding Co | 0.00% | 2,000 | $28,000 | $26,680 | -$1,320 | -4.71% | |
| Geneos Wealth Management Inc. | 0.00% | 1,500 | $24,315 | $20,010 | -$4,305 | -17.71% | |
| Harbour Investments, Inc. | 0.00% | 1,272 | $20,619 | $16,968 | -$3,651 | -17.70% | |
| Parallel Advisors, Llc | 0.00% | 1,000 | $14,000 | $13,340 | -$660 | -4.71% |
Frequently asked questions about HPI
Who are the largest institutional holders of HPI?
The largest institutional holders of HPI reported in the latest SEC Form 13F filings include Ubs Group Ag, Morgan Stanley, Royal Bank Of Canada, Guggenheim Capital Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported HPI position.
What is HPI institutional ownership?
This page tracks HPI positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK PREFER INC (HPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HPI?
InsiderSet currently tracks 58 institutional managers reporting HPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HPI shareholders.
How much HPI stock do institutions own?
Institutional investment managers disclosed approximately $64.25M in HPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HPI institutional ownership last updated?
The latest HPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HPI position after the reporting date.
Are institutions buying or selling HPI?
Institutional buying and selling can be analyzed by comparing HPI positions across consecutive 13F reporting periods. InsiderSet's HPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HPI ownership changes.
How has HPI institutional ownership changed over time?
InsiderSet tracks HPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.