JOHN HANCOCK MULTI FACT LRG (JHML) Top Institutional Shareholders
JOHN HANCOCK MULTI FACT LRG (JHML) 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 $797.31M in JHML holdings during the latest filing period.
Grimes & Co Wealth Management, Llc is currently the largest disclosed institutional shareholder of JHML tracked by InsiderSet, reporting ownership valued at approximately $121.80M 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 $137.33M, representing an estimated gain of +12.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed JHML value among the investors covered in this analysis. Major shareholders include Grimes & Co Wealth Management, Llc, Ameriprise Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK MULTI FACT LRG (JHML).
This page ranks the largest institutional JHML 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
107
Total Reported Value
$797.31M
Largest Holder
Grimes & Co Wealth Management, Llc
Largest Position
$121.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Grimes & Co Wealth Management, Llc | 3.38% | 1,556,167 | $121,801,200 | $137,332,205 | +$15,531,005 | +12.75% | |
| Ameriprise Financial Inc | 0.02% | 1,358,818 | $106,388,616 | $119,916,096 | +$13,527,480 | +12.72% | |
| Lpl Financial Llc | 0.02% | 990,829 | $77,552,219 | $87,440,956 | +$9,888,737 | +12.75% | |
| Wells Fargo & Company/Mn | 0.01% | 830,638 | $65,014,050 | $73,304,053 | +$8,290,003 | +12.75% | |
| Sanchez Wealth Management Group | 8.53% | 503,947 | $39,443,883 | $44,473,474 | +$5,029,591 | +12.75% | |
| Raymond James Financial Inc | 0.01% | 487,276 | $38,139,082 | $43,002,253 | +$4,863,171 | +12.75% | |
| Commonwealth Equity Services, Llc | 0.05% | 468,453 | $36,665,830 | $41,341,118 | +$4,675,288 | +12.75% | |
| Morgan Stanley | 0.00% | 422,853 | $33,096,785 | $37,316,904 | +$4,220,119 | +12.75% | |
| Envestnet Asset Management Inc | 0.01% | 344,776 | $26,985,654 | $30,426,585 | +$3,440,931 | +12.75% | |
| Kestra Advisory Services, Llc | 0.09% | 299,982 | $23,479,591 | $26,473,501 | +$2,993,910 | +12.75% | |
| Bank Of America Corp | 0.00% | 281,897 | $22,064,107 | $24,877,495 | +$2,813,388 | +12.75% | |
| Cetera Investment Advisers | 0.02% | 255,102 | $19,966,815 | $22,512,828 | +$2,546,013 | +12.75% | |
| Jones Financial Companies Lllp | 0.01% | 190,487 | $14,570,795 | $16,810,535 | +$2,239,740 | +15.37% | |
| Simplicity Wealth,Llc | 0.75% | 168,408 | $13,181,278 | $14,862,057 | +$1,680,779 | +12.75% | |
| Elevation Point Wealth Partners, Llc | 0.31% | 164,836 | $12,901,706 | $14,546,826 | +$1,645,120 | +12.75% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 164,774 | $12,896,890 | $14,541,355 | +$1,644,465 | +12.75% | |
| Iam Advisory, Llc | 2.83% | 161,529 | $12,642,912 | $14,254,983 | +$1,612,071 | +12.75% | |
| Cooper Financial Group | 1.12% | 141,443 | $11,070,769 | $12,482,387 | +$1,411,618 | +12.75% | |
| Ern Financial, Llc | 1.96% | 132,924 | $10,403,998 | $11,730,583 | +$1,326,585 | +12.75% | |
| Kingsview Wealth Management, Llc | 0.10% | 95,339 | $7,462,190 | $8,413,695 | +$951,505 | +12.75% | |
| Ubs Group Ag | 0.00% | 94,500 | $7,396,515 | $8,339,653 | +$943,138 | +12.75% | |
| Pmg Wealth Management, Inc. | 4.41% | 78,077 | $6,111,087 | $6,890,319 | +$779,232 | +12.75% | |
| Schneider Downs Wealth Management Advisors, Lp | 0.57% | 65,873 | $5,155,897 | $5,813,312 | +$657,415 | +12.75% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 63,441 | $4,965,565 | $5,598,687 | +$633,122 | +12.75% | |
| Capital Investment Advisory Services, Llc | 0.36% | 63,093 | $4,938,289 | $5,567,976 | +$629,687 | +12.75% | |
| Hightower Advisors, Llc | 0.01% | 62,420 | $4,885,419 | $5,508,584 | +$623,165 | +12.76% | |
| Corecap Advisors, Llc | 0.16% | 61,842 | $4,840,373 | $5,457,575 | +$617,202 | +12.75% | |
| Parsons Capital Management Inc/Ri | 0.16% | 45,322 | $3,547,353 | $3,999,680 | +$452,327 | +12.75% | |
| Mercer Global Advisors Inc | 0.00% | 41,068 | $3,214,392 | $3,624,263 | +$409,871 | +12.75% | |
| Private Advisor Group, Llc | 0.02% | 40,958 | $3,205,754 | $3,614,556 | +$408,802 | +12.75% | |
| Fca Corp | 0.80% | 36,127 | $2,827,652 | $3,188,219 | +$360,567 | +12.75% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,230 | $2,600,953 | $2,932,557 | +$331,604 | +12.75% | |
| Win Advisors, Inc | 0.96% | 26,767 | $2,095,053 | $2,362,196 | +$267,143 | +12.75% | |
| Osaic Holdings, Inc. | 0.00% | 24,043 | $1,882,221 | $2,121,802 | +$239,581 | +12.73% | |
| Sanctuary Advisors, Llc | 0.01% | 23,938 | $1,873,627 | $2,112,536 | +$238,909 | +12.75% | |
| Journey Strategic Wealth Llc | 0.05% | 23,445 | $1,835,040 | $2,069,028 | +$233,988 | +12.75% | |
| Rossmore Private Capital | 0.15% | 22,050 | $1,725,854 | $1,945,919 | +$220,065 | +12.75% | |
| International Assets Investment Management, Llc | 0.11% | 20,463 | $1,612,280 | $1,805,866 | +$193,586 | +12.01% | |
| Foundry Financial Group, Inc. | 0.75% | 19,219 | $1,504,288 | $1,696,083 | +$191,795 | +12.75% | |
| Elevation Capital Advisory, Llc | 0.56% | 16,954 | $1,326,992 | $1,496,196 | +$169,204 | +12.75% | |
| Sigfig Wealth Management, Llc | 0.04% | 16,512 | $1,292,394 | $1,457,189 | +$164,795 | +12.75% | |
| Oppenheimer & Co Inc | 0.01% | 15,423 | $1,207,158 | $1,361,084 | +$153,926 | +12.75% | |
| Goodman Advisory Group, Llc | 0.31% | 15,292 | $1,196,905 | $1,349,524 | +$152,619 | +12.75% | |
| Equitable Holdings, Inc. | 0.01% | 13,869 | $1,107,440 | $1,223,943 | +$116,503 | +10.52% | |
| Cwm, Llc | 0.00% | 13,004 | $1,017,850 | $1,147,607 | +$129,757 | +12.75% | |
| Financially In Tune, Llc | 0.84% | 12,447 | $974,227 | $1,098,451 | +$124,224 | +12.75% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 12,390 | $969,765 | $1,093,421 | +$123,656 | +12.75% | |
| Amplius Wealth Advisors, Llc | 0.08% | 11,750 | $919,672 | $1,036,941 | +$117,269 | +12.75% | |
| Chilton Capital Management Llc | 0.03% | 10,935 | $855,883 | $965,017 | +$109,134 | +12.75% | |
| Vestgen Advisors, Llc | 0.02% | 9,805 | $850,682 | $865,294 | +$14,612 | +1.72% |
Frequently asked questions about JHML
Who owns the most JHML stock?
The largest holders of JHML 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 MULTI FACT LRG (JHML).
Is JHML widely held by superinvestors?
Many widely followed stocks like JHML appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JHML 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.