JHMM Institutional Ownership & Shareholders
JOHN HANCOCK MULTI FACT MID (JHMM) is currently held by 294 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JHMM tracked by InsiderSet, reporting ownership valued at approximately $375.86M 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 $370.59M, representing an estimated loss of -1.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed JHMM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Manufacturers Life Insurance Company, The, and several other long-term asset managers with concentrated positions in JOHN HANCOCK MULTI FACT MID (JHMM).
This page ranks the largest institutional JHMM 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
294
Total Reported Value
$3.88B
Largest Holder
Lpl Financial Llc
Largest Position
$375.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 5,014,123 | $375,858,656 | $370,593,831 | -$5,264,825 | -1.40% | |
| Ameriprise Financial Inc | 0.08% | 5,000,962 | $374,787,974 | $369,621,101 | -$5,166,873 | -1.38% | |
| Manufacturers Life Insurance Company, The | 0.24% | 4,073,547 | $305,353,083 | $301,075,859 | -$4,277,224 | -1.40% | |
| Morgan Stanley | 0.02% | 3,805,245 | $285,241,238 | $281,245,658 | -$3,995,580 | -1.40% | |
| Wells Fargo & Company/Mn | 0.05% | 3,771,131 | $282,684,011 | $278,724,292 | -$3,959,719 | -1.40% | |
| Raymond James Financial Inc | 0.07% | 3,203,414 | $240,127,969 | $236,764,329 | -$3,363,640 | -1.40% | |
| Jones Financial Companies Lllp | 0.07% | 2,457,335 | $182,285,096 | $181,621,630 | -$663,466 | -0.36% | |
| Ubs Group Ag | 0.03% | 2,101,722 | $157,545,081 | $155,338,273 | -$2,206,808 | -1.40% | |
| Commonwealth Equity Services, Llc | 0.17% | 1,847,266 | $132,079,508 | $136,531,430 | +$4,451,922 | +3.37% | |
| Bank Of America Corp | 0.01% | 1,429,049 | $107,121,485 | $105,621,012 | -$1,500,473 | -1.40% | |
| Royal Bank Of Canada | 0.02% | 1,189,588 | $89,172,000 | $87,922,449 | -$1,249,551 | -1.40% | |
| Cetera Investment Advisers | 0.07% | 1,040,771 | $78,016,206 | $76,923,385 | -$1,092,821 | -1.40% | |
| Gilbert & Cook, Inc. | 8.69% | 1,007,790 | $75,543,904 | $74,485,759 | -$1,058,145 | -1.40% | |
| Private Advisor Group, Llc | 0.31% | 910,954 | $68,285,086 | $67,328,610 | -$956,476 | -1.40% | |
| Financial Management Professionals, Inc. | 5.51% | 817,056 | $58,419,482 | $60,388,609 | +$1,969,127 | +3.37% | |
| Granite Bay Wealth Management, Llc | 5.91% | 671,903 | $50,366,000 | $49,660,351 | -$705,649 | -1.40% | |
| Focus Partners Wealth | 0.05% | 630,958 | $47,296,666 | $46,634,106 | -$662,560 | -1.40% | |
| Garrett Wealth Advisory Group, Llc | 6.23% | 573,987 | $41,040,060 | $42,423,379 | +$1,383,319 | +3.37% | |
| Thrivent Financial For Lutherans | 0.07% | 516,384 | $38,708,000 | $38,165,941 | -$542,059 | -1.40% | |
| Ep Wealth Advisors, Llc | 0.14% | 502,751 | $37,686,207 | $37,158,326 | -$527,881 | -1.40% | |
| Amplius Wealth Advisors, Llc | 2.25% | 458,766 | $32,801,744 | $33,907,395 | +$1,105,651 | +3.37% | |
| Envestnet Asset Management Inc | 0.01% | 435,756 | $32,662,833 | $32,206,726 | -$456,107 | -1.40% | |
| Osaic Holdings, Inc. | 0.04% | 418,494 | $31,381,131 | $30,930,892 | -$450,239 | -1.43% | |
| Highpoint Advisor Group Llc | 0.92% | 347,933 | $26,081,060 | $25,715,728 | -$365,332 | -1.40% | |
| Nvest Wealth Strategies, Inc. | 18.28% | 350,254 | $25,043,128 | $25,887,273 | +$844,145 | +3.37% | |
| Dynamic Advisor Solutions Llc | 0.71% | 349,259 | $24,972,007 | $25,813,733 | +$841,726 | +3.37% | |
| Baird Financial Group, Inc. | 0.03% | 294,316 | $22,061,927 | $21,752,896 | -$309,031 | -1.40% | |
| Graney & King, Llc | 7.61% | 282,568 | $21,181,256 | $20,884,601 | -$296,655 | -1.40% | |
| Kpp Advisory Services Llc | 3.32% | 275,678 | $19,711,238 | $20,375,361 | +$664,123 | +3.37% | |
| Rockefeller Capital Management L.P. | 0.03% | 247,563 | $18,557,394 | $18,297,381 | -$260,013 | -1.40% | |
| Pinnacle Financial Partners, Inc. | 0.12% | 240,881 | $18,056,441 | $17,803,515 | -$252,926 | -1.40% | |
| Stratos Wealth Partners, Ltd. | 0.17% | 230,283 | $17,262,023 | $17,020,217 | -$241,806 | -1.40% | |
| Elevation Point Wealth Partners, Llc | 0.30% | 212,619 | $15,937,886 | $15,714,670 | -$223,216 | -1.40% | |
| Vestmark Advisory Solutions, Inc. | 0.15% | 212,600 | $15,936,529 | $15,713,266 | -$223,263 | -1.40% | |
| Integrated Wealth Concepts Llc | 0.10% | 210,222 | $15,758,204 | $15,537,508 | -$220,696 | -1.40% | |
| Choice Wealth Advisors Llc | 5.01% | 202,553 | $14,482,542 | $14,970,692 | +$488,150 | +3.37% | |
| Eldridge Investment Advisors, Inc. | 2.83% | 190,400 | $14,272,407 | $14,072,464 | -$199,943 | -1.40% | |
| Mcf Advisors Llc | 0.50% | 195,893 | $14,006,363 | $14,478,452 | +$472,089 | +3.37% | |
| Baker Ellis Asset Management Llc | 1.43% | 183,875 | $13,147,031 | $13,590,201 | +$443,170 | +3.37% | |
| Enzi Wealth | 3.87% | 176,848 | $12,901,083 | $13,070,836 | +$169,753 | +1.32% | |
| Sanctuary Advisors, Llc | 0.06% | 166,685 | $12,494,679 | $12,319,688 | -$174,991 | -1.40% | |
| Simplicity Wealth,Llc | 0.35% | 169,040 | $12,086,345 | $12,493,746 | +$407,401 | +3.37% | |
| Pine Valley Investments Ltd Liability Co | 0.51% | 159,268 | $11,938,754 | $11,771,498 | -$167,256 | -1.40% | |
| &Partners | 0.05% | 154,341 | $11,575,190 | $11,407,343 | -$167,847 | -1.45% | |
| Cerity Partners Llc | 0.01% | 151,432 | $11,351,375 | $11,192,339 | -$159,036 | -1.40% | |
| 46 Peaks Llc | 7.07% | 149,917 | $11,237,826 | $11,080,365 | -$157,461 | -1.40% | |
| Bankplus Trust Department | 2.58% | 147,337 | $11,044,381 | $10,889,678 | -$154,703 | -1.40% | |
| Kestra Advisory Services, Llc | 0.03% | 153,446 | $10,971,361 | $11,341,194 | +$369,833 | +3.37% | |
| Kestra Private Wealth Services, Llc | 0.11% | 144,273 | $10,315,526 | $10,663,217 | +$347,691 | +3.37% | |
| Kingsview Wealth Management, Llc | 0.12% | 136,734 | $10,249,566 | $10,106,010 | -$143,556 | -1.40% |
Frequently asked questions about JHMM
Who are the largest institutional holders of JHMM?
The largest institutional holders of JHMM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ameriprise Financial Inc, Manufacturers Life Insurance Company, The, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported JHMM position.
What is JHMM institutional ownership?
This page tracks JHMM positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK MULTI FACT MID (JHMM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JHMM?
InsiderSet currently tracks 294 institutional managers reporting JHMM 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 JHMM shareholders.
How much JHMM stock do institutions own?
Institutional investment managers disclosed approximately $3.88B in JHMM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JHMM institutional ownership last updated?
The latest JHMM 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 JHMM 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 JHMM position after the reporting date.
Are institutions buying or selling JHMM?
Institutional buying and selling can be analyzed by comparing JHMM positions across consecutive 13F reporting periods. InsiderSet's JHMM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JHMM ownership changes.
How has JHMM institutional ownership changed over time?
InsiderSet tracks JHMM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.