JOHN HANCOCK MULTI FACT LRG (JHML) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $835.12M 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 $135.13M 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 $134.84M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
108
Total Reported Value
$835.12M
Largest Holder
Grimes & Co Wealth Management, Llc
Largest Position
$135.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
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 | 2.92% | 1,515,219 | $135,127,196 | $134,839,339 | -$287,857 | -0.21% | |
| Ameriprise Financial Inc | 0.02% | 1,358,818 | $106,388,616 | $120,921,214 | +$14,532,598 | +13.66% | |
| Lpl Financial Llc | 0.02% | 990,829 | $77,552,219 | $88,173,873 | +$10,621,654 | +13.70% | |
| Wells Fargo & Company/Mn | 0.01% | 830,638 | $65,014,050 | $73,918,476 | +$8,904,426 | +13.70% | |
| Sanchez Wealth Management Group | 8.12% | 519,367 | $46,317,098 | $46,218,469 | -$98,629 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.05% | 479,583 | $42,769,229 | $42,678,091 | -$91,138 | -0.21% | |
| Raymond James Financial Inc | 0.01% | 487,276 | $38,139,082 | $43,362,691 | +$5,223,609 | +13.70% | |
| Morgan Stanley | 0.00% | 422,853 | $33,096,785 | $37,629,688 | +$4,532,903 | +13.70% | |
| Envestnet Asset Management Inc | 0.01% | 344,776 | $26,985,654 | $30,681,616 | +$3,695,962 | +13.70% | |
| Kestra Advisory Services, Llc | 0.09% | 297,061 | $26,491,937 | $26,435,458 | -$56,479 | -0.21% | |
| Bank Of America Corp | 0.00% | 281,897 | $22,064,107 | $25,086,014 | +$3,021,907 | +13.70% | |
| Cetera Investment Advisers | 0.02% | 255,102 | $19,966,815 | $22,701,527 | +$2,734,712 | +13.70% | |
| Jones Financial Companies Lllp | 0.01% | 190,487 | $14,570,795 | $16,951,438 | +$2,380,643 | +16.34% | |
| Iam Advisory, Llc | 2.79% | 160,632 | $14,325,153 | $14,294,642 | -$30,511 | -0.21% | |
| Simplicity Wealth,Llc | 0.75% | 168,408 | $13,181,278 | $14,986,628 | +$1,805,350 | +13.70% | |
| Elevation Point Wealth Partners, Llc | 0.31% | 164,836 | $12,901,706 | $14,668,756 | +$1,767,050 | +13.70% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 164,774 | $12,896,890 | $14,663,238 | +$1,766,348 | +13.70% | |
| Cooper Financial Group | 1.04% | 140,536 | $12,532,989 | $12,506,299 | -$26,690 | -0.21% | |
| Ern Financial, Llc | 2.00% | 135,558 | $12,089,060 | $12,063,306 | -$25,754 | -0.21% | |
| Kingsview Wealth Management, Llc | 0.10% | 95,339 | $7,462,190 | $8,484,218 | +$1,022,028 | +13.70% | |
| Ubs Group Ag | 0.00% | 94,500 | $7,396,515 | $8,409,555 | +$1,013,040 | +13.70% | |
| Pmg Wealth Management, Inc. | 4.41% | 78,077 | $6,111,087 | $6,948,072 | +$836,985 | +13.70% | |
| Corecap Advisors, Llc | 0.17% | 65,438 | $5,835,761 | $5,823,328 | -$12,433 | -0.21% | |
| Capital Investment Advisory Services, Llc | 0.35% | 63,299 | $5,645,005 | $5,632,978 | -$12,027 | -0.21% | |
| Schneider Downs Wealth Management Advisors, Lp | 0.57% | 65,873 | $5,155,897 | $5,862,038 | +$706,141 | +13.70% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 63,441 | $4,965,565 | $5,645,615 | +$680,050 | +13.70% | |
| Hightower Advisors, Llc | 0.01% | 62,420 | $4,885,419 | $5,554,756 | +$669,337 | +13.70% | |
| Parsons Capital Management Inc/Ri | 0.18% | 44,357 | $3,955,758 | $3,947,329 | -$8,429 | -0.21% | |
| Private Advisor Group, Llc | 0.02% | 43,101 | $3,843,723 | $3,835,558 | -$8,165 | -0.21% | |
| Mercer Global Advisors Inc | 0.00% | 41,068 | $3,214,392 | $3,654,641 | +$440,249 | +13.70% | |
| Fca Corp | 0.80% | 36,127 | $2,827,652 | $3,214,942 | +$387,290 | +13.70% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,230 | $2,600,953 | $2,957,138 | +$356,185 | +13.69% | |
| Win Advisors, Inc | 0.96% | 26,767 | $2,095,053 | $2,381,995 | +$286,942 | +13.70% | |
| Rossmore Private Capital | 0.16% | 21,550 | $1,921,829 | $1,917,735 | -$4,095 | -0.21% | |
| Osaic Holdings, Inc. | 0.00% | 24,043 | $1,882,221 | $2,139,587 | +$257,366 | +13.67% | |
| Sanctuary Advisors, Llc | 0.01% | 23,938 | $1,873,627 | $2,130,243 | +$256,616 | +13.70% | |
| Journey Strategic Wealth Llc | 0.05% | 23,445 | $1,835,040 | $2,086,371 | +$251,331 | +13.70% | |
| International Assets Investment Management, Llc | 0.11% | 20,463 | $1,820,388 | $1,821,002 | +$614 | +0.03% | |
| Foundry Financial Group, Inc. | 0.67% | 17,407 | $1,552,328 | $1,549,049 | -$3,279 | -0.21% | |
| Sigfig Wealth Management, Llc | 0.04% | 16,386 | $1,453,766 | $1,458,190 | +$4,424 | +0.30% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 14,517 | $1,294,626 | $1,291,868 | -$2,758 | -0.21% | |
| Oppenheimer & Co Inc | 0.01% | 15,423 | $1,207,158 | $1,372,493 | +$165,335 | +13.70% | |
| Goodman Advisory Group, Llc | 0.31% | 15,292 | $1,196,905 | $1,360,835 | +$163,930 | +13.70% | |
| Equitable Holdings, Inc. | 0.01% | 13,869 | $1,107,440 | $1,234,202 | +$126,762 | +11.45% | |
| Amplius Wealth Advisors, Llc | 0.08% | 11,750 | $1,047,865 | $1,045,632 | -$2,233 | -0.21% | |
| Cwm, Llc | 0.00% | 13,004 | $1,017,850 | $1,157,226 | +$139,376 | +13.69% | |
| Financially In Tune, Llc | 0.84% | 12,447 | $974,227 | $1,107,659 | +$133,432 | +13.70% | |
| Chilton Capital Management Llc | 0.03% | 10,935 | $855,883 | $973,106 | +$117,223 | +13.70% | |
| Vestgen Advisors, Llc | 0.02% | 9,805 | $850,682 | $872,547 | +$21,865 | +2.57% | |
| Arkadios Wealth Advisors | 0.01% | 10,465 | $819,083 | $931,280 | +$112,197 | +13.70% |
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.