DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK INVESTMENTS (JHS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
33
Reporting holders
$84.2M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 | $37.0M | 3,356,948 | 0.70% | 31q | +5.1%+$1.8M |
| Allspring Global Investments Holdings, LLC | $16.4M | 1,490,233 | 0.03% | 19q | HELD |
| Karpus Management, Inc. | $9.3M | 846,161 | 0.27% | 17q | +58.8%+$3.5M |
| 1607 Capital Partners, LLC | $8.7M | 791,168 | 0.76% | 31q | -31.8%-$4.1M |
| Hennion & Walsh Asset Management, Inc. | $2.3M | 211,766 | 0.07% | 13q | +3.8%+$85.1K |
| RIVERBRIDGE PARTNERS LLC | $2.3M | 206,659 | 0.06% | 13q | +2.9%+$64.1K |
| GUGGENHEIM CAPITAL LLC | $2.0M | 181,362 | 0.01% | 31q | +14.7%+$255.8K |
| Fiera Capital Corp | $1.2M | 104,982 | 0.00% | 22q | +2.8%+$31.3K |
| Baird Financial Group, Inc. | $692.6K | 62,824 | 0.00% | 11q | -1.5%-$10.7K |
| LPL Financial LLC | $605.1K | 54,880 | 0.00% | 26q | +11.6%+$63.1K |
| ROTHSCHILD INVESTMENT LLC | $564.1K | 51,165 | 0.02% | 11q | -27.1%-$209.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $485.8K | 44,065 | 0.01% | 5q | -2.1%-$10.2K |
| MORGAN STANLEY | $330.5K | 29,978 | 0.00% | 35q | -13.6%-$52.1K |
| PETRA FINANCIAL ADVISORS INC | $295.9K | 26,842 | 0.14% | 8q | +4.6%+$13.1K |
| Brick & Kyle, Associates | $222.5K | 20,335 | 0.07% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $222.0K | 20,139 | 0.00% | 7q | +1.0%+$2.2K |
| STIFEL FINANCIAL CORP | $215.7K | 19,568 | 0.00% | 31q | +17.5%+$32.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $199.0K | 18,052 | 0.00% | 3q | +79.5%+$88.2K |
| MELFA WEALTH MANAGEMENT, INC. | $173.7K | 15,755 | 0.09% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $170.5K | 15,461 | 0.00% | 26q | -7.7%-$14.2K |
| AMERIPRISE FINANCIAL INC | $160.8K | 14,585 | 0.00% | 2q | -16.3%-$31.2K |
| Focus Partners Wealth | $160.5K | 14,555 | 0.00% | 2q | +3.6%+$5.5K |
| WELLS FARGO & COMPANY/MN | $121.3K | 11,002 | 0.00% | 31q | HELD |
| UBS Group AG | $108.6K | 9,847 | 0.00% | 31q | -5.0%-$5.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $86.4K | 7,835 | 0.00% | 2q | -24.7%-$28.3K |
| FIFTH THIRD BANCORP | $27.6K | 2,500 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $23.2K | 2,100 | 0.01% | 5q | -10.6%-$2.8K |
| HARBOUR INVESTMENTS, INC. | $18.7K | 1,700 | 0.00% | 2q | HELD |
| EASTERN BANK | $7.7K | 700 | 0.00% | 8q | HELD |
| MidFirst Bank | $2.8K | 250 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $2.0K | 200 | 0.00% | new | NEW |
| Clear Street Group Inc. | $805 | 73 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $11 | 1 | 0.00% | 15q | 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 | 3 | $1.7M | 165,992 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 33 | $84.2M | 7,633,691 | 2 | 12 | 10 | 0.0% |
| Q1 2026 | 32 | $82.1M | 7,500,871 | 6 | 9 | 8 | 0.0% |
| Q4 2025 | 31 | $84.9M | 7,251,192 | 2 | 8 | 10 | 0.0% |
| Q3 2025 | 31 | $83.2M | 7,122,967 | 1 | 9 | 11 | 0.0% |
| Q2 2025 | 35 | $79.0M | 7,007,767 | 4 | 8 | 11 | 0.0% |
| Q1 2025 | 35 | $78.2M | 6,899,865 | 3 | 6 | 12 | 0.0% |
| Q4 2024 | 32 | $75.1M | 6,708,769 | 2 | 10 | 11 | 0.0% |
| Q3 2024 | 35 | $75.5M | 6,413,562 | 4 | 13 | 8 | 0.0% |
| Q2 2024 | 33 | $67.6M | 6,199,447 | 3 | 10 | 11 | 0.0% |
| Q1 2024 | 30 | $71.2M | 6,366,994 | 2 | 16 | 5 | 0.0% |
| Q4 2023 | 34 | $62.8M | 5,773,751 | 7 | 10 | 9 | 0.0% |
| Q3 2023 | 27 | $53.5M | 5,214,120 | 0 | 14 | 5 | 0.0% |
| Q2 2023 | 29 | $52.5M | 4,878,179 | 4 | 9 | 5 | 0.0% |
| Q1 2023 | 27 | $47.6M | 4,359,878 | 3 | 8 | 8 | 0.0% |
| Q4 2022 | 29 | $42.5M | 3,989,656 | 5 | 10 | 7 | 0.0% |
| Q3 2022 | 27 | $40.0M | 3,767,750 | 3 | 7 | 11 | 0.0% |
| Q2 2022 | 27 | $39.7M | 3,489,142 | 4 | 10 | 7 | 0.0% |
| Q1 2022 | 25 | $48.3M | 3,540,064 | 2 | 8 | 9 | 0.0% |
| Q4 2021 | 26 | $53.4M | 3,462,834 | 1 | 6 | 6 | 0.0% |
| Q3 2021 | 29 | $59.6M | 3,756,971 | 2 | 8 | 10 | 0.0% |
| Q2 2021 | 32 | $55.3M | 3,456,870 | 2 | 10 | 8 | 0.0% |
| Q1 2021 | 33 | $57.0M | 3,649,971 | 3 | 9 | 7 | 0.0% |
| Q4 2020 | 35 | $62.3M | 3,959,581 | 4 | 9 | 8 | 0.0% |
| Q3 2020 | 31 | $57.4M | 3,787,211 | 3 | 6 | 9 | 0.0% |
| Q2 2020 | 31 | $57.6M | 3,989,625 | 3 | 8 | 5 | 0.0% |
| Q1 2020 | 32 | $54.1M | 3,885,050 | 6 | 5 | 7 | 0.0% |
| Q4 2019 | 30 | $54.7M | 3,695,345 | 1 | 11 | 5 | 0.0% |
| Q3 2019 | 32 | $51.1M | 3,526,208 | 5 | 8 | 6 | 0.0% |
| Q2 2019 | 28 | $49.8M | 3,464,431 | 3 | 5 | 7 | 0.0% |
| Q1 2019 | 28 | $50.0M | 3,526,216 | 3 | 6 | 3 | 0.0% |
| Q4 2018 | 30 | $46.9M | 3,685,923 | 0 | 1 | 0 | 0.0% |