JOHN HANCOCK PREFER INC III (HPS) Institutional Shareholders
JOHN HANCOCK PREFER INC III (HPS) 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 $58.41M in HPS holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HPS tracked by InsiderSet, reporting ownership valued at approximately $17.53M 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 $17.51M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed HPS value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK PREFER INC III (HPS).
This page ranks the largest institutional HPS 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
65
Total Reported Value
$58.41M
Largest Holder
Ubs Group Ag
Largest Position
$17.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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% | 1,231,253 | $17,533,043 | $17,508,418 | -$24,625 | -0.14% | |
| Morgan Stanley | 0.00% | 775,954 | $11,049,592 | $11,034,066 | -$15,526 | -0.14% | |
| Lpl Financial Llc | 0.00% | 315,690 | $4,495,426 | $4,489,112 | -$6,314 | -0.14% | |
| Invesco Ltd. | 0.00% | 214,959 | $3,061,016 | $3,056,717 | -$4,299 | -0.14% | |
| Ameriprise Financial Inc | 0.00% | 168,263 | $2,396,062 | $2,392,700 | -$3,362 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 166,660 | $2,373,233 | $2,369,905 | -$3,328 | -0.14% | |
| Royal Bank Of Canada | 0.00% | 164,919 | $2,348,000 | $2,345,148 | -$2,852 | -0.12% | |
| Bank Of America Corp | 0.00% | 147,001 | $2,093,296 | $2,090,354 | -$2,942 | -0.14% | |
| Guggenheim Capital Llc | 0.01% | 112,890 | $1,607,554 | $1,605,296 | -$2,258 | -0.14% | |
| Fiera Capital Corp | 0.01% | 110,697 | $1,576,325 | $1,574,111 | -$2,214 | -0.14% | |
| J.W. Cole Advisors, Inc. | 0.01% | 58,240 | $846,813 | $828,173 | -$18,640 | -2.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,099 | $757,520 | $740,848 | -$16,672 | -2.20% | |
| Osaic Holdings, Inc. | 0.00% | 47,516 | $676,650 | $675,678 | -$972 | -0.14% | |
| Sowell Financial Services Llc | 0.02% | 46,397 | $674,612 | $659,765 | -$14,847 | -2.20% | |
| Pine Valley Investments Ltd Liability Co | 0.03% | 44,953 | $653,617 | $639,232 | -$14,385 | -2.20% | |
| Wells Fargo & Company/Mn | 0.00% | 40,475 | $576,359 | $575,555 | -$805 | -0.14% | |
| Live Oak Private Wealth Llc | 0.07% | 38,630 | $561,680 | $549,319 | -$12,361 | -2.20% | |
| Western Wealth Management, Llc | 0.02% | 32,208 | $458,644 | $457,998 | -$646 | -0.14% | |
| Activest Wealth Management | 0.08% | 27,057 | $393,403 | $384,751 | -$8,652 | -2.20% | |
| Arkfeld Wealth Strategies, L.L.C. | 0.11% | 25,815 | $376,904 | $367,089 | -$9,815 | -2.60% | |
| Post Resch Tallon Group Inc. | 0.26% | 25,836 | $375,661 | $367,388 | -$8,273 | -2.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,380 | $370,040 | $360,904 | -$9,136 | -2.47% | |
| Gladstone Institutional Advisory Llc | 0.01% | 20,731 | $301,428 | $294,795 | -$6,633 | -2.20% | |
| Harbour Investments, Inc. | 0.00% | 19,353 | $275,594 | $275,200 | -$394 | -0.14% | |
| Keybank National Association/Oh | 0.00% | 17,000 | $247,180 | $241,740 | -$5,440 | -2.20% | |
| Raymond James Financial Inc | 0.00% | 17,177 | $244,600 | $244,257 | -$343 | -0.14% | |
| Focus Financial Network, Inc. | 0.01% | 14,776 | $214,840 | $210,115 | -$4,725 | -2.20% | |
| Stifel Financial Corp | 0.00% | 14,465 | $205,981 | $205,692 | -$289 | -0.14% | |
| Sanctuary Advisors, Llc | 0.00% | 14,295 | $203,566 | $203,275 | -$291 | -0.14% | |
| Oneascent Financial Services Llc | 0.01% | 12,750 | $181,560 | $181,305 | -$255 | -0.14% | |
| Mariner, Llc | 0.00% | 12,338 | $175,699 | $175,446 | -$253 | -0.14% | |
| Iht Wealth Management, Llc | 0.00% | 11,512 | $163,931 | $163,701 | -$230 | -0.14% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 11,295 | $162,979 | $160,615 | -$2,364 | -1.45% | |
| Pw Nova Financial Services Llc | 0.03% | 10,854 | $157,823 | $154,344 | -$3,479 | -2.20% | |
| Cherry Creek Investment Advisors, Inc. | 0.06% | 10,000 | $145,400 | $142,200 | -$3,200 | -2.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,937 | $113,032 | $112,864 | -$168 | -0.15% | |
| Fifth Third Bancorp | 0.00% | 6,473 | $92,176 | $92,046 | -$130 | -0.14% | |
| Bankplus Trust Department | 0.01% | 2,505 | $36,423 | $35,621 | -$802 | -2.20% | |
| Private Trust Co Na | 0.00% | 2,000 | $29,080 | $28,440 | -$640 | -2.20% | |
| Larson Financial Group Llc | 0.00% | 1,694 | $24,123 | $24,089 | -$34 | -0.14% | |
| Rothschild Investment Llc | 0.00% | 1,500 | $21,360 | $21,330 | -$30 | -0.14% | |
| Barrett & Company, Inc. | 0.01% | 1,245 | $18,100 | $17,704 | -$396 | -2.19% | |
| Newedge Advisors, Llc | 0.00% | 17,600 | $17,600 | $250,272 | +$232,672 | +1322.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,081 | $15,394 | $15,372 | -$22 | -0.14% | |
| Olistico Wealth, Llc | 0.01% | 1,019 | $14,816 | $14,490 | -$326 | -2.20% | |
| Crews Bank & Trust | 0.00% | 1,000 | $14,540 | $14,220 | -$320 | -2.20% | |
| Lifesteps Financial, Inc. | 0.01% | 750 | $10,905 | $10,665 | -$240 | -2.20% | |
| Entrust Financial Llc | 0.01% | 700 | $10,178 | $9,954 | -$224 | -2.20% | |
| Mai Capital Management | 0.00% | 680 | $9,683 | $9,670 | -$13 | -0.14% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 531 | $7,566 | $7,551 | -$15 | -0.20% |
Frequently asked questions about HPS
Who owns the most HPS stock?
The largest holders of HPS 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 III (HPS).
Is HPS widely held by superinvestors?
Many widely followed stocks like HPS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HPS 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.