JHML Institutional Ownership & Shareholders
JOHN HANCOCK MULTI FACT LRG (JHML) is currently held by 107 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $896.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of JHML tracked by InsiderSet, reporting ownership valued at approximately $119.15M 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 $120.06M, representing an estimated gain of +0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed JHML value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Grimes & Co Wealth Management, Llc, 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
$896.23M
Largest Holder
Ameriprise Financial Inc
Largest Position
$119.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.02% | 1,335,826 | $119,148,598 | $120,064,041 | +$915,443 | +0.77% | |
| Grimes & Co Wealth Management, Llc | 2.74% | 1,312,514 | $116,984,380 | $117,968,758 | +$984,378 | +0.84% | |
| Lpl Financial Llc | 0.02% | 994,624 | $88,700,565 | $89,396,805 | +$696,240 | +0.78% | |
| Wells Fargo & Company/Mn | 0.01% | 834,416 | $74,413,267 | $74,997,310 | +$584,043 | +0.78% | |
| Raymond James Financial Inc | 0.01% | 499,785 | $44,570,825 | $44,920,676 | +$349,851 | +0.78% | |
| Commonwealth Equity Services, Llc | 0.06% | 493,087 | $43,948,880 | $44,318,660 | +$369,780 | +0.84% | |
| Morgan Stanley | 0.00% | 422,593 | $37,686,904 | $37,982,659 | +$295,755 | +0.78% | |
| Simplicity Wealth,Llc | 0.89% | 342,125 | $30,493,567 | $30,750,195 | +$256,628 | +0.84% | |
| Envestnet Asset Management Inc | 0.01% | 341,695 | $30,472,323 | $30,711,547 | +$239,224 | +0.79% | |
| Kestra Advisory Services, Llc | 0.08% | 298,086 | $26,568,432 | $26,791,970 | +$223,538 | +0.84% | |
| Bank Of America Corp | 0.00% | 281,652 | $25,117,693 | $25,314,882 | +$197,189 | +0.79% | |
| Cetera Investment Advisers | 0.02% | 250,753 | $22,362,204 | $22,537,680 | +$175,476 | +0.78% | |
| Jones Financial Companies Lllp | 0.01% | 206,700 | $18,137,947 | $18,578,196 | +$440,249 | +2.43% | |
| Iam Advisory, Llc | 2.79% | 160,632 | $14,325,153 | $14,437,604 | +$112,451 | +0.78% | |
| Elevation Point Wealth Partners, Llc | 0.26% | 157,809 | $14,073,422 | $14,183,873 | +$110,451 | +0.78% | |
| Vestmark Advisory Solutions, Inc. | 0.13% | 157,753 | $14,068,428 | $14,178,840 | +$110,412 | +0.78% | |
| Ern Financial, Llc | 2.05% | 141,178 | $12,583,193 | $12,689,079 | +$105,886 | +0.84% | |
| Cooper Financial Group | 0.98% | 138,558 | $12,349,663 | $12,453,593 | +$103,930 | +0.84% | |
| Wealthcare Advisory Partners Llc | 0.18% | 121,779 | $10,854,139 | $10,945,497 | +$91,358 | +0.84% | |
| Ubs Group Ag | 0.00% | 92,408 | $8,240,945 | $8,305,631 | +$64,686 | +0.78% | |
| Pmg Wealth Management, Inc. | 4.61% | 83,677 | $7,462,318 | $7,520,889 | +$58,571 | +0.78% | |
| Corecap Advisors, Llc | 0.20% | 76,224 | $6,793,845 | $6,851,013 | +$57,168 | +0.84% | |
| Schneider Downs Wealth Management Advisors, Lp | 0.56% | 67,538 | $6,019,698 | $6,070,315 | +$50,617 | +0.84% | |
| Capital Investment Advisory Services, Llc | 0.35% | 62,797 | $5,597,093 | $5,644,194 | +$47,101 | +0.84% | |
| Parsons Capital Management Inc/Ri | 0.17% | 43,951 | $3,917,353 | $3,950,316 | +$32,963 | +0.84% | |
| Private Advisor Group, Llc | 0.02% | 43,101 | $3,843,723 | $3,873,918 | +$30,195 | +0.79% | |
| Mercer Global Advisors Inc | 0.00% | 38,985 | $3,476,682 | $3,503,972 | +$27,290 | +0.78% | |
| Fca Corp | 0.82% | 37,446 | $3,339,440 | $3,365,646 | +$26,206 | +0.78% | |
| Rockefeller Capital Management L.P. | 0.01% | 37,189 | $3,316,551 | $3,342,547 | +$25,996 | +0.78% | |
| Sanchez Wealth Management Group | 8.80% | 32,738 | $2,917,948 | $2,942,491 | +$24,543 | +0.84% | |
| Osaic Holdings, Inc. | 0.00% | 26,828 | $2,393,009 | $2,411,301 | +$18,292 | +0.76% | |
| Sanctuary Advisors, Llc | 0.01% | 23,840 | $2,126,051 | $2,142,739 | +$16,688 | +0.78% | |
| Goldman Sachs Group Inc | 0.00% | 20,710 | $1,846,918 | $1,861,415 | +$14,497 | +0.78% | |
| Journey Strategic Wealth Llc | 0.05% | 23,445 | $1,835,040 | $2,107,237 | +$272,197 | +14.83% | |
| International Assets Investment Management, Llc | 0.11% | 20,463 | $1,830,211 | $1,839,214 | +$9,003 | +0.49% | |
| Sigfig Wealth Management, Llc | 0.04% | 16,136 | $1,438,202 | $1,450,304 | +$12,102 | +0.84% | |
| Jpmorgan Chase & Co | 0.00% | 15,765 | $1,398,671 | $1,416,958 | +$18,287 | +1.31% | |
| Oppenheimer & Co Inc | 0.01% | 15,361 | $1,369,126 | $1,380,647 | +$11,521 | +0.84% | |
| Foundry Financial Group, Inc. | 0.55% | 14,804 | $1,319,452 | $1,330,584 | +$11,132 | +0.84% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 14,517 | $1,294,626 | $1,304,788 | +$10,162 | +0.78% | |
| Rossmore Private Capital | 0.10% | 14,200 | $1,265,646 | $1,276,296 | +$10,650 | +0.84% | |
| Equitable Holdings, Inc. | 0.01% | 13,627 | $1,215,265 | $1,224,795 | +$9,530 | +0.78% | |
| Goodman Advisory Group, Llc | 0.27% | 13,586 | $1,210,922 | $1,221,110 | +$10,188 | +0.84% | |
| Amplius Wealth Advisors, Llc | 0.07% | 11,750 | $1,047,278 | $1,056,090 | +$8,812 | +0.84% | |
| Cwm, Llc | 0.00% | 13,004 | $1,017,850 | $1,168,800 | +$150,950 | +14.83% | |
| Financially In Tune, Llc | 0.84% | 12,447 | $974,227 | $1,118,736 | +$144,509 | +14.83% | |
| Arkadios Wealth Advisors | 0.01% | 10,306 | $919,028 | $926,303 | +$7,275 | +0.79% | |
| Perennial Investment Advisors, Llc | 0.06% | 9,925 | $885,246 | $892,059 | +$6,813 | +0.77% | |
| Mariner, Llc | 0.00% | 9,560 | $852,561 | $859,253 | +$6,692 | +0.78% | |
| Chilton Capital Management Llc | 0.03% | 9,423 | $839,872 | $846,939 | +$7,067 | +0.84% |
Frequently asked questions about JHML
Who are the largest institutional holders of JHML?
The largest institutional holders of JHML reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Grimes & Co Wealth Management, Llc, Lpl Financial Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported JHML position.
What is JHML institutional ownership?
This page tracks JHML positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK MULTI FACT LRG (JHML) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JHML?
InsiderSet currently tracks 107 institutional managers reporting JHML 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 JHML shareholders.
How much JHML stock do institutions own?
Institutional investment managers disclosed approximately $896.23M in JHML holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JHML institutional ownership last updated?
The latest JHML 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 JHML 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 JHML position after the reporting date.
Are institutions buying or selling JHML?
Institutional buying and selling can be analyzed by comparing JHML positions across consecutive 13F reporting periods. InsiderSet's JHML Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JHML ownership changes.
How has JHML institutional ownership changed over time?
InsiderSet tracks JHML institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.