HANCOCK JOHN INVS TR (JHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
34
Reporting holders
$26.2M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 | 0.00% | 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% | new | NEW |
| 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 |
| AMERIPRISE FINANCIAL INC | $314.6K | 23,618 | 0.00% | 9q | -50.8%-$324.7K |
| World Investment Advisors | $299.4K | 23,191 | 0.00% | 2q | HELD |
| 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 | -10.2%-$15.1K |
| ROYAL BANK OF CANADA | $96.0K | 7,191 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $67.3K | 5,049 | 0.00% | new | NEW |
| IFP Advisors, Inc | $32.1K | 2,409 | 0.00% | new | NEW |
| SHP Wealth Management | $13.4K | 1,007 | 0.00% | 3q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $10.4K | 781,653 | 0.20% | 11q | +25.2%+$2.1K |
| 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 |
| COHEN & STEERS, INC. | $319 | 23,927 | 0.00% | 26q | HELD |
| PHILADELPHIA TRUST CO | $316 | 23,713 | 0.02% | 31q | -23.0% |
| Cambridge Investment Research Advisors, Inc. | $268 | 20,054 | 0.00% | 5q | +100.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLC | 4.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | $26.2M | 1,968,100 | 5 | 7 | 9 | 0.0% |
| Q1 2026 | 30 | $25.9M | 2,003,764 | 4 | 10 | 7 | 0.0% |
| Q4 2025 | 31 | $27.1M | 1,982,108 | 5 | 6 | 13 | 0.0% |
| Q3 2025 | 28 | $27.0M | 1,929,646 | 2 | 12 | 6 | 0.0% |
| Q2 2025 | 29 | $27.4M | 1,979,333 | 2 | 12 | 9 | 0.0% |
| Q1 2025 | 32 | $27.3M | 2,008,227 | 1 | 11 | 13 | 0.0% |
| Q4 2024 | 35 | $27.7M | 2,023,235 | 2 | 9 | 13 | 0.0% |
| Q3 2024 | 36 | $28.2M | 2,007,229 | 8 | 11 | 8 | 0.0% |
| Q2 2024 | 32 | $27.0M | 2,027,541 | 3 | 10 | 10 | 0.0% |
| Q1 2024 | 32 | $32.7M | 2,476,521 | 3 | 13 | 7 | 0.0% |
| Q4 2023 | 33 | $28.8M | 2,226,921 | 4 | 14 | 6 | 0.0% |
| Q3 2023 | 29 | $21.5M | 1,715,737 | 5 | 11 | 7 | 0.0% |
| Q2 2023 | 24 | $16.6M | 1,316,890 | 0 | 15 | 3 | 0.0% |
| Q1 2023 | 26 | $13.4M | 1,057,976 | 4 | 12 | 5 | 0.0% |
| Q4 2022 | 24 | $10.2M | 819,182 | 4 | 7 | 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 | $14.2M | 847,648 | 2 | 6 | 11 | 0.0% |
| Q4 2021 | 29 | $23.1M | 1,193,062 | 1 | 12 | 3 | 0.0% |
| Q3 2021 | 33 | $25.1M | 1,345,688 | 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% |