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John Hancock Investors Trust (JHI) Institutional Ownership

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$14.17 -0.32 (-2.21%)
Closing price 09/12/2025 03:56 PM Eastern
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$14.17 0.00 (0.00%)
As of 09/12/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Investors Trust (NYSE:JHI)

Current
Institutional Ownership
Percentage
27.01%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$7.50M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.41M
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JHI Institutional Buying and Selling by Quarter

John Hancock Investors Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.82,180$1.14M0.0%+10.0%0.940%
8/15/2025 Bank of America Corp DE34,635$480K0.0%-2.1%0.396%
8/15/2025 Ameriprise Financial Inc.21,231$294K0.0%+63.3%0.243%
8/14/2025 Raymond James Financial Inc.5,000$69K0.0%N/A0.057%
8/13/2025 Guggenheim Capital LLC79,428$1.10M0.0%-28.0%0.908%
8/13/2025 Invesco Ltd.75,480$1.05M0.0%+5.1%0.863%
8/5/2025 Shaker Financial Services LLC183,223$2.54M0.9%+25.2%2.096%
8/5/2025 Aviance Capital Partners LLC32,485$450K0.1%+18.2%0.372%
7/29/2025 Stratos Wealth Partners LTD.38,513$533K0.0%-64.6%0.441%
7/23/2025 Morey & Quinn Wealth Partners LLC41,702$577K0.5%-3.0%0.477%
7/17/2025 Capital Investment Advisors LLC132,413$1.83M0.0%-1.3%1.515%
7/15/2025 Riverbridge Partners LLC32,854$455K0.0%+3.8%0.376%
5/16/20251607 Capital Partners LLC552,045$7.49M0.6%+2.9%6.313%
5/15/2025Landscape Capital Management L.L.C.11,712$159K0.0%-13.6%0.134%
5/13/2025Sit Investment Associates Inc.337,050$4.57M0.1%+3.1%3.854%
5/12/2025Invesco Ltd.71,791$974K0.0%+3.4%0.821%
5/9/2025Shaker Financial Services LLC146,399$1.99M0.8%+39.3%1.674%
4/30/2025Stratos Wealth Partners LTD.108,717$1.48M0.0%-2.2%1.243%
4/29/2025Aviance Capital Partners LLC27,474$373K0.1%+23.5%0.314%
4/24/2025Allspring Global Investments Holdings LLC30,514$414K0.0%-16.4%0.349%
4/21/2025Riverbridge Partners LLC31,650$429K0.0%+10.8%0.362%
4/15/2025Noble Wealth Management PBC4,224$57K0.0%+74.3%0.048%
4/14/2025Capital Investment Advisors LLC134,100$1.82M0.0%-4.7%1.533%
4/10/2025Hennion & Walsh Asset Management Inc.48,404$657K0.0%-6.8%0.554%
2/17/2025Bank of America Corp DE46,507$636K0.0%-50.3%0.532%
2/14/2025Quarry LP2,141$29K0.0%N/A0.024%
2/14/2025Shaker Financial Services LLC105,114$1.44M0.6%-24.1%1.203%
2/13/20251607 Capital Partners LLC536,545$7.34M0.6%+40.3%6.139%
2/13/2025NewEdge Advisors LLC38,854$532K0.0%-4.0%0.445%
2/13/2025Guggenheim Capital LLC176,545$2.42M0.0%-11.2%2.020%
2/13/2025Invesco Ltd.69,421$950K0.0%+7.0%0.794%
2/13/2025Sit Investment Associates Inc.326,964$4.47M0.1%+48.8%3.741%
2/12/2025Landscape Capital Management L.L.C.13,562$186K0.0%-48.0%0.155%
2/12/2025Hoertkorn Richard Charles14,000$192K0.1%-17.6%0.160%
2/12/2025Morey & Quinn Wealth Partners LLC43,527$595K0.5%N/A0.498%
2/11/2025LPL Financial LLC45,361$621K0.0%+10.2%0.519%
2/7/2025Aviance Capital Partners LLC22,238$304K0.0%+9.3%0.254%
2/5/2025Noble Wealth Management PBC2,424$33K0.0%N/A0.028%
1/31/2025Robinson Capital Management LLC43,700$598K0.2%+398.3%0.500%
1/29/2025Allspring Global Investments Holdings LLC36,486$499K0.0%-64.1%0.417%
1/13/2025Capital Investment Advisors LLC140,741$1.93M0.0%-8.0%0.000%
11/15/2024Integrated Wealth Concepts LLC28,625$402K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC10,036$138K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.26,077$367K0.0%+10.4%0.000%
11/7/2024Aviance Capital Partners LLC20,350$286K0.0%-19.1%0.000%
10/31/2024Shaker Financial Services LLC138,470$1.95M0.7%-32.0%1.583%
10/19/2024Allspring Global Investments Holdings LLC101,503$1.43M0.0%+1.0%1.161%
10/18/2024Capital Investment Advisors LLC153,018$2.15M0.0%+2.0%1.750%
8/3/2024Shaker Financial Services LLC203,489$2.71M1.1%-7.6%2.328%
7/26/2024Allspring Global Investments Holdings LLC100,488$1.34M0.0%+16.9%1.150%
7/20/2024Hennion & Walsh Asset Management Inc.52,160$694K0.0%-1.6%0.597%
7/12/2024Capital Investment Advisors LLC150,078$2.00M0.0%+3.4%1.717%
7/10/2024Simplicity Wealth LLC13,351$178K0.0%N/A0.153%
4/26/2024Riverbridge Partners LLC27,238$359K0.0%N/A0.312%
4/18/2024Allspring Global Investments Holdings LLC85,943$1.13M0.0%+300.0%0.983%
2/13/20241607 Capital Partners LLC766,901$9.92M0.7%+47.9%8.775%
2/7/2024Shaker Financial Services LLC194,481$2.52M1.0%+29.2%2.225%
2/6/2024Aviance Capital Partners LLC25,688$332K0.1%-7.2%0.294%
1/5/2024Capital Investment Advisors LLC129,883$1.68M0.0%+3.6%1.486%
11/15/20231607 Capital Partners LLC518,501$6.30M0.5%+148.0%5.933%
11/13/2023Wolverine Asset Management LLC73,172$889K0.0%+4.8%0.837%
11/8/2023Moors & Cabot Inc.10,000$122K0.0%N/A0.114%
11/7/2023Aviance Capital Partners LLC27,669$336K0.1%N/A0.317%
11/2/2023Shaker Financial Services LLC150,554$1.83M0.9%+3.9%1.722%
10/27/2023Hennion & Walsh Asset Management Inc.53,519$650K0.0%+19.6%0.612%
10/24/2023Stratos Wealth Partners LTD.109,808$1.33M0.0%-16.5%1.256%
10/16/2023Capital Investment Advisors LLC125,337$1.52M0.0%+24.1%1.433%
8/11/2023Guggenheim Capital LLC48,044$607K0.0%-4.7%0.550%
8/7/2023Wolverine Asset Management LLC69,835$883K0.0%+20.8%0.799%
8/7/2023Shaker Financial Services LLC144,945$1.83M0.8%+5.0%1.657%
7/18/2023Stratos Wealth Partners LTD.131,531$1.66M0.0%+0.8%1.504%
7/11/2023Capital Investment Advisors LLC100,961$1.28M0.0%+30.3%1.155%
5/11/2023Guggenheim Capital LLC50,412$640K0.0%-36.4%0.577%
5/8/2023Shaker Financial Services LLC138,083$1.75M0.8%+140.1%1.580%
5/8/2023Wolverine Asset Management LLC57,811$734K0.0%+74.5%0.661%
4/27/2023Stratos Wealth Partners LTD.130,434$1.66M0.0%-3.7%1.492%
4/14/2023Raymond James Financial Services Advisors Inc.16,142$205K0.0%+27.9%0.185%
4/13/2023Allspring Global Investments Holdings LLC21,485$273K0.0%N/A0.246%
4/10/2023Capital Investment Advisors LLC77,503$984K0.0%+15.6%0.887%
2/3/2023Shaker Financial Services LLC57,505$721K0.3%N/A0.658%
2/1/2023Wolverine Asset Management LLC33,137$416K0.0%-19.4%0.379%
1/5/2023Capital Investment Advisors LLC67,033$841K0.0%+16.1%0.767%
11/14/2022Guggenheim Capital LLC119,380$1.44M0.0%-19.2%1.369%
11/10/2022Wolverine Asset Management LLC41,107$495K0.0%N/A0.471%
11/1/2022Hoertkorn Richard Charles17,200$207K0.1%+13.2%0.197%
10/31/2022Avion Wealth5,011$60K0.0%N/A0.057%
10/24/2022Stratos Wealth Partners LTD.69,050$833K0.0%+23.4%0.792%
10/5/2022Capital Investment Advisors LLC57,717$696K0.0%+31.8%0.662%
8/13/2022NewEdge Advisors LLC50,151$661K0.0%+2.8%0.575%
7/22/2022Stratos Wealth Partners LTD.55,945$737K0.0%-7.7%0.642%
7/6/2022Capital Investment Advisors LLC43,781$577K0.0%+30.3%0.502%
5/4/2022Advisor Group Holdings Inc.103,603$1.74M0.0%-1.2%1.188%
5/2/2022Hoertkorn Richard Charles15,200$255K0.1%-11.6%0.174%
4/29/2022Financial Connections Group Inc.2,400$40K0.0%N/A0.028%
4/26/2022Stratos Wealth Partners LTD.60,597$1.02M0.0%-34.4%0.695%
4/13/2022Capital Investment Advisors LLC33,591$564K0.0%-5.9%0.385%
2/14/2022Guggenheim Capital LLC208,627$4.04M0.0%+5.5%2.393%
2/8/2022Raymond James Financial Services Advisors Inc.12,623$244K0.0%+9.5%0.145%
2/3/2022Advisor Group Holdings Inc.104,891$2.03M0.0%+4.6%1.203%
1/14/2022Stratos Wealth Partners LTD.92,322$1.79M0.0%+3.4%1.059%
(Data available from 1/1/2016 forward)

JHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JHI shares?

During the previous two years, 28 institutional investors and hedge funds held shares of John Hancock Investors Trust. The most heavily invested institutionals were 1607 Capital Partners LLC ($7.49M), Sit Investment Associates Inc. ($4.57M), Shaker Financial Services LLC ($2.54M), Capital Investment Advisors LLC ($1.83M), Osaic Holdings Inc. ($1.14M), Guggenheim Capital LLC ($1.10M), and Invesco Ltd. ($1.05M).Learn more on John Hancock Investors Trust's institutional investors.

What percentage of John Hancock Investors Trust's stock is owned by institutional investors?

27.01% of John Hancock Investors Trust's stock is owned by institutional investors. Learn more on JHI's institutional investor holdings.

Which institutional investors have been buying John Hancock Investors Trust's stock?

Of the 23 institutional investors that purchased John Hancock Investors Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1607 Capital Partners LLC ($727.48K), Shaker Financial Services LLC ($127.65K), Sit Investment Associates Inc. ($117.27K), Allspring Global Investments Holdings LLC ($80.02K), Morey & Quinn Wealth Partners LLC ($43.53K), Aviance Capital Partners LLC ($39.80K), and Capital Investment Advisors LLC ($36.82K).

How much institutional buying is happening at John Hancock Investors Trust?

Institutional investors have bought a total of 546,906 shares in the last 24 months. This purchase volume represents approximately $7.50M in transactions.

Which of John Hancock Investors Trust's major shareholders have been selling company stock?

Of the 12 institutional investors that sold John Hancock Investors Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($98.38K), Stratos Wealth Partners LTD. ($72.68K), Allspring Global Investments Holdings LLC ($70.99K), Guggenheim Capital LLC ($53.31K), Bank of America Corp DE ($47.91K), Capital Investment Advisors LLC ($20.61K), and Landscape Capital Management L.L.C. ($14.37K).

How much institutional selling is happening at John Hancock Investors Trust?

Institutional investors have sold a total of 392,491 shares in the last 24 months. This volume of shares sold represents approximately $5.41M in transactions.



This page (NYSE:JHI) was last updated on 9/13/2025 by MarketBeat.com Staff
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