JOHN HANCOCK INVESTORS TRUST (JHI) — Institutional Holders, Q2 2026
37 institutional investment managers reported a JHI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $37.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JHI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SIT INVESTMENT ASSOCIATESAdded · +157,281 sh+$2.1M
- OSAICAdded · +48,332 sh+$643.8K
- NewEdge AdvisorsNew · +32,554 sh+$433.6K
- Advisors Asset ManagementAdded · +27,798 sh+$370.3K
- INVICTUS PRIVATE WEALTHNew · +18,029 sh+$240.1K
Biggest sellers
- 1607 Capital PartnersTrimmed · -164,611 sh-$2.2M
- PHILADELPHIATrimmed · -7,100 sh-$94.6K
- LPL FinancialTrimmed · -4,787 sh-$63.8K
- BANK OF AMERICATrimmed · -2,800 sh-$37.3K
- Invesco Ltd.Trimmed · -2,766 sh-$36.8K
JHI 13F holders ranked 1–37 of 37
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 781,653 sh | 781,653 | $10.4M | 0.20% | +25.2% |
| 2 | 1607 Capital Partners#2 · 350,331 sh | 350,331 | $4.7M | 0.41% | -32.0% |
| 3 | Advisors Asset Management#3 · 231,613 sh | 231,613 | $3.1M | 0.05% | +13.6% |
| 4 | GUGGENHEIM CAPITAL#4 · 157,801 sh | 157,801 | $2.1M | 0.01% | +0.9% |
| 5 | MORGAN STANLEY#5 · 137,100 sh | 137,100 | $1.8M | <0.01% | -1.4% |
| 6 | Shaker Financial Services#6 · 131,272 sh | 131,272 | $1.7M | — | +8.0% |
| 7 | Invesco Ltd.#7 · 127,281 sh | 127,281 | $1.7M | <0.01% | -2.1% |
| 8 | Capital Investment Advisors#8 · 121,797 sh | 121,797 | $1.6M | — | -1.1% |
| 9 | OSAIC#9 · 104,254 sh | 104,254 | $1.4M | <0.01% | +86.4% |
| 10 | LPL Financial#10 · 95,077 sh | 95,077 | $1.3M | <0.01% | -4.8% |
| 11 | Integrated Wealth Concepts#11 · 73,973 sh | 73,973 | $985.3K | <0.01% | -0.2% |
| 12 | RIVERBRIDGE PARTNERS#12 · 49,133 sh | 49,133 | $654.5K | 0.02% | +2.9% |
| 13 | Stratos Wealth Partners, LTD.#13 · 45,953 sh | 45,953 | $612.1K | <0.01% | +0.4% |
| 14 | Morey & Quinn Wealth Partners#14 · 41,477 sh | 41,477 | $552.5K | 0.36% | 0.0% |
| 15 | Aviance Capital Partners#15 · 36,714 sh | 36,714 | $489.0K | 0.05% | +2.4% |
| 16 | NewEdge Advisors#16 · 32,554 sh | 32,554 | $433.6K | <0.01% | New |
| 17 | BANK OF AMERICA#17 · 30,745 sh | 30,745 | $409.5K | 0.00% | -8.3% |
| 18 | ROBINSON CAPITAL MANAGEMENT#18 · 28,109 sh | 28,109 | $374.4K | 0.17% | 0.0% |
| 19 | COHEN & STEERS#19 · 23,927 sh | 23,927 | $319.0K | <0.01% | 0.0% |
| 20 | PHILADELPHIA#20 · 23,713 sh | 23,713 | $316.0K | 0.02% | -23.0% |
| 21 | AMERIPRISE FINANCIAL#21 · 23,618 sh | 23,618 | $314.6K | <0.01% | -1.6% |
| 22 | World Investment Advisors#22 · 23,191 sh | 23,191 | $299.4K | <0.01% | 0.0% |
| 23 | Noble Wealth Management PBC#23 · 18,850 sh | 18,850 | $251.1K | — | -12.1% |
| 24 | INVICTUS PRIVATE WEALTH#24 · 18,029 sh | 18,029 | $240.1K | 0.01% | New |
| 25 | HOERTKORN RICHARD CHARLES#25 · 14,000 sh | 14,000 | $186.5K | 0.13% | 0.0% |
| 26 | WOLVERINE ASSET MANAGEMENT#26 · 13,613 sh | 13,613 | $181.3K | <0.01% | +651.3% |
| 27 | UBS Group AG#27 · 13,190 sh | 13,190 | $175.7K | 0.00% | 0.0% |
| 28 | Logan Stone Capital#28 · 11,969 sh | 11,969 | $159.4K | 0.03% | New |
| 29 | Hennion & Walsh Asset Management#29 · 10,321 sh | 10,321 | $137.5K | — | -0.1% |
| 30 | Cambridge Investment Research Advisors#30 · 10,027 sh | 10,027 | $134.0K | <0.01% | 0.0% |
| 31 | WELLS FARGO & COMPANY#31 · 9,931 sh | 9,931 | $132.3K | 0.00% | +79.5% |
| 32 | ROYAL BANK OF CANADA#32 · 7,191 sh | 7,191 | $96.0K | 0.00% | 0.0% |
| 33 | IFP Advisors#33 · 2,409 sh | 2,409 | $32.1K | — | New |
| 34 | SHP Wealth Management#34 · 1,007 sh | 1,007 | $13.4K | <0.01% | 0.0% |
| 35 | HIGHLINE WEALTH PARTNERS#35 · 300 sh | 300 | $4.0K | — | 0.0% |
| 36 | HOEY INVESTMENTS#36 · 222 sh | 222 | $3.0K | <0.01% | 0.0% |
| 37 | Smartleaf Asset Management#37 · 26 sh | 26 | $346.00 | 0.00% | 0.0% |
Funds that sold out of JHI in Q2 2026 (1)
Held JHI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Advisory Services Network621 sh | 621 | $8.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.