DaveManuel.com · Institutional Ownership · Who Owns It
HANCOCK JOHN INVS TR (JHI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
37
Reporting holders
$37.5M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $10.4M | 781,653 | 0.20% | 11q | +25.2%+$2.1M |
| 1607 Capital Partners, LLC | $4.7M | 350,331 | 0.41% | 14q | -32.0%-$2.2M |
| Advisors Asset Management, Inc. | $3.1M | 231,613 | 0.05% | 3q | +13.6%+$370.3K |
| GUGGENHEIM CAPITAL LLC | $2.1M | 157,801 | 0.01% | 31q | +0.9%+$18.8K |
| MORGAN STANLEY | $1.8M | 137,100 | 0.00% | 35q | -1.4%-$26.2K |
| Shaker Financial Services, LLC | $1.7M | 131,272 | 0.55% | 15q | +8.0%+$129.1K |
| Invesco Ltd. | $1.7M | 127,281 | 0.00% | 20q | -2.1%-$36.8K |
| Capital Investment Advisors, LLC | $1.6M | 121,797 | 0.02% | 31q | -1.1%-$18.1K |
| OSAIC HOLDINGS, INC. | $1.4M | 104,254 | 0.00% | 26q | +86.4%+$643.8K |
| LPL Financial LLC | $1.3M | 95,077 | 0.00% | 31q | -4.8%-$63.8K |
| Integrated Wealth Concepts LLC | $985.3K | 73,973 | 0.01% | 8q | HELD |
| RIVERBRIDGE PARTNERS LLC | $654.5K | 49,133 | 0.02% | 10q | +2.9%+$18.2K |
| Stratos Wealth Partners, LTD. | $612.1K | 45,953 | 0.01% | 31q | HELD |
| Morey & Quinn Wealth Partners, LLC | $552.5K | 41,477 | 0.36% | 7q | HELD |
| Aviance Capital Partners, LLC | $489.0K | 36,714 | 0.05% | 12q | +2.4%+$11.6K |
| NewEdge Advisors, LLC | $433.6K | 32,554 | 0.00% | 19q | -6.6%-$30.6K |
| BANK OF AMERICA CORP /DE/ | $409.5K | 30,745 | 0.00% | 31q | -8.3%-$37.3K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $374.4K | 28,109 | 0.17% | 3q | HELD |
| COHEN & STEERS, INC. | $319.0K | 23,927 | 0.00% | 26q | HELD |
| PHILADELPHIA TRUST CO | $316.0K | 23,713 | 0.02% | 31q | -23.0%-$94.6K |
| AMERIPRISE FINANCIAL INC | $314.6K | 23,618 | 0.00% | 9q | -1.6%-$5.1K |
| World Investment Advisors | $299.4K | 23,191 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $268.0K | 20,054 | 0.00% | 5q | +100.0%+$134.0K |
| Noble Wealth Management PBC | $251.1K | 18,850 | 0.11% | 6q | -12.1%-$34.6K |
| INVICTUS PRIVATE WEALTH, LLC | $240.1K | 18,029 | 0.01% | new | NEW |
| HOERTKORN RICHARD CHARLES | $186.5K | 14,000 | 0.12% | 31q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $181.3K | 13,613 | 0.00% | 2q | +651.3%+$157.2K |
| UBS Group AG | $175.7K | 13,190 | 0.00% | 31q | HELD |
| Logan Stone Capital, LLC | $159.4K | 11,969 | 0.03% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $137.5K | 10,321 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $132.3K | 9,931 | 0.00% | 31q | +79.5%+$58.6K |
| ROYAL BANK OF CANADA | $96.0K | 7,191 | 0.00% | 31q | HELD |
| IFP Advisors, Inc | $32.1K | 2,409 | 0.00% | new | NEW |
| SHP Wealth Management | $13.4K | 1,007 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $4.0K | 300 | 0.00% | 4q | HELD |
| HOEY INVESTMENTS, INC | $3.0K | 222 | 0.00% | 27q | HELD |
| Smartleaf Asset Management LLC | $346 | 26 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $5.3M | 427,692 | 0 | 3 | 3 | 0.0% |
| Q2 2026 | 37 | $37.5M | 2,812,398 | 3 | 10 | 10 | 0.0% |
| Q1 2026 | 35 | $34.8M | 2,698,227 | 4 | 9 | 9 | 0.0% |
| Q4 2025 | 35 | $35.2M | 2,572,231 | 5 | 7 | 14 | 0.0% |
| Q3 2025 | 32 | $35.4M | 2,527,803 | 2 | 14 | 6 | 0.0% |
| Q2 2025 | 33 | $34.4M | 2,486,719 | 3 | 13 | 9 | 0.0% |
| Q1 2025 | 35 | $32.6M | 2,400,017 | 1 | 12 | 13 | 0.0% |
| Q4 2024 | 38 | $32.9M | 2,404,939 | 2 | 10 | 13 | 0.0% |
| Q3 2024 | 40 | $32.1M | 2,282,046 | 9 | 12 | 9 | 0.0% |
| Q2 2024 | 35 | $29.1M | 2,191,063 | 3 | 10 | 11 | 0.0% |
| Q1 2024 | 35 | $35.6M | 2,695,781 | 3 | 14 | 8 | 0.0% |
| Q4 2023 | 36 | $29.7M | 2,294,750 | 5 | 14 | 6 | 0.0% |
| Q3 2023 | 33 | $22.2M | 1,774,035 | 7 | 11 | 7 | 0.0% |
| Q2 2023 | 29 | $17.9M | 1,419,562 | 2 | 15 | 3 | 0.0% |
| Q1 2023 | 29 | $14.2M | 1,115,816 | 4 | 12 | 5 | 0.0% |
| Q4 2022 | 30 | $11.9M | 950,466 | 4 | 8 | 7 | 0.0% |
| Q3 2022 | 25 | $10.3M | 853,441 | 2 | 8 | 7 | 0.0% |
| Q2 2022 | 26 | $10.6M | 803,684 | 2 | 8 | 7 | 0.0% |
| Q1 2022 | 28 | $15.9M | 947,548 | 2 | 6 | 11 | 0.0% |
| Q4 2021 | 29 | $25.0M | 1,292,962 | 1 | 12 | 3 | 0.0% |
| Q3 2021 | 33 | $27.0M | 1,445,588 | 7 | 10 | 6 | 0.0% |
| Q2 2021 | 28 | $32.6M | 1,731,810 | 1 | 7 | 10 | 0.0% |
| Q1 2021 | 29 | $32.7M | 1,817,485 | 2 | 6 | 8 | 0.0% |
| Q4 2020 | 33 | $32.2M | 1,868,588 | 3 | 13 | 6 | 0.0% |
| Q3 2020 | 34 | $28.0M | 1,764,348 | 3 | 10 | 10 | 0.0% |
| Q2 2020 | 36 | $29.7M | 1,912,055 | 2 | 7 | 12 | 0.0% |
| Q1 2020 | 41 | $27.5M | 2,187,025 | 6 | 9 | 12 | 0.0% |
| Q4 2019 | 41 | $37.6M | 2,118,412 | 1 | 14 | 10 | 0.0% |
| Q3 2019 | 39 | $36.2M | 2,125,595 | 4 | 9 | 7 | 0.0% |
| Q2 2019 | 41 | $34.3M | 2,093,735 | 5 | 14 | 10 | 0.0% |
| Q1 2019 | 40 | $31.1M | 1,971,228 | 5 | 14 | 10 | 0.0% |
| Q4 2018 | 35 | $23.9M | 1,696,144 | 0 | 0 | 1 | 0.0% |