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JHI HANCOCK JOHN INVS TR

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COM (fund), issuer CIK 759828

32 managers (32 13F filers) reported a position in JHI shares at 2025-09-30, 2,527,803 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
32
13F filers
32
New
2
Added
15
Reduced
7
Sold out
4
Shares held by filers
2,527,803

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
1607 Capital Partners, LLC569,695$7.97M0.6%-34,10013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC532,553$7.45M0.15%+90,63313F-HRTimelineGroup
Shaker Financial Services, LLC174,761$2.45M0.84%-8,46213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC165,407$2.31M0.02%+85,97913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY147,133$2.06M<0.01%-13,06913F-HR/ATimelineGroup
Capital Investment Advisors, LLC131,826$1.84M0.03%-58713F-HRTimeline
LPL Financial LLC122,946$1.72M<0.01%+65,54313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.107,206$1.5M<0.01%+31,72613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,131$1.17M<0.01%+95113F-HRTimelineGroup
Integrated Wealth Concepts LLC79,559$1.11M0.01%-20413F-HRTimeline
Morey & Quinn Wealth Partners, LLC41,702$583K0.43%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,157$562K0.01%+1,64413F-HRTimelineGroup
NewEdge Advisors, LLC35,154$492K<0.01%-3,53413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,701$485K<0.01%+6613F-HR/ATimelineGroup
Aviance Capital Partners, LLC34,356$481K0.06%+1,87113F-HRTimeline
RIVERBRIDGE PARTNERS LLC33,638$471K0.01%+78413F-HRTimeline
PHILADELPHIA TRUST CO30,813$431K0.03%013F-HRTimeline
Noble Wealth Management PBC29,650$415K0.22%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,612$372K<0.01%+5,38113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$335K<0.01%013F-HRTimelineGroup
HOERTKORN RICHARD CHARLES14,000$196K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,588$190K<0.01%+56913F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,644$177K<0.01%+1,37413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,803$165K<0.01%-13,94013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,864$152K<0.01%+13813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,000$140K<0.01%+5,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,533$119K<0.01%+2,95213F-HRTimelineGroup
Advisory Services Network, LLC621$8.69K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$4.2K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.251$3.51K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC222$3.11K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC50$700<0.01%013F-HRTimeline