Latest Period
Q1 2026
Security Snapshot
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) Institutional Ownership
CUSIP: 409735206
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
79
Shares (Excl. Options)
4,071,194
Price
$35.87
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- Security type / class
- Equity / Common
- Symbol
- BTO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,071,194
- Total 13F value
- $146,032,280
- Portfolio coverage rank
- 0%
- Share change
- -160,965
- Value change
- -$5,663,298
- Number of holders
- 79
- Shares outstanding
- 19,806,989
- SEC-reported price per share
- $37.09
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common is tracked under CUSIP 409735206.
- 79 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 85 to 79 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $148,562,399 to $146,032,280.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 79 institutions filings for Q1 2026.
Security key
409735206
Latest holder period
Q1 2026
13F holders
79
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BTO full holder history
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND SEC filings
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 409735206:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BTO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.4% | $37,381,809 | 1,065,616 | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Mar 2026, 79 institutional investors reported holding 4,071,194 shares of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO). This represents 21% of the company’s total 19,806,989 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
19%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6% | 1,189,618 | +0.01% | 0% | $42,671,597 |
| WELLS FARGO & COMPANY/MN | 3.3% | 653,442 | -2.1% | 0% | $23,438,944 |
| Z3 Capital Partners, LLC | 2.1% | 408,961 | +1.3% | 3.7% | $14,669,425 |
| ROYAL BANK OF CANADA | 1.4% | 267,804 | +3.3% | 0% | $9,606,000 |
| Janney Montgomery Scott LLC | 0.98% | 193,135 | -1.8% | 0.02% | $6,928,000 |
| RAYMOND JAMES FINANCIAL INC | 0.9% | 178,390 | +1.2% | 0% | $6,398,858 |
| LPL Financial LLC | 0.65% | 127,880 | -1.5% | 0% | $4,587,067 |
| STIFEL FINANCIAL CORP | 0.52% | 102,120 | +18% | 0% | $3,663,087 |
| FCA CORP /TX | 0.45% | 88,984 | +2.4% | 0.9% | $3,191,845 |
| NORTH STAR ASSET MANAGEMENT INC | 0.34% | 67,816 | -0.39% | 0.11% | $2,432,560 |
| Alessandra Capital Management, LLC | 0.31% | 61,520 | +3.8% | 1.9% | $2,206,725 |
| Steward Partners Investment Advisory, LLC | 0.27% | 54,340 | +10% | 0.01% | $1,949,176 |
| Cambridge Investment Research Advisors, Inc. | 0.24% | 48,212 | +9.1% | 0% | $1,729,000 |
| BANK OF AMERICA CORP /DE/ | 0.23% | 45,151 | +3% | 0% | $1,619,568 |
| UBS Group AG | 0.22% | 44,541 | -6.6% | 0% | $1,597,686 |
| Gilliland Jeter Wealth Management LLC | 0.19% | 37,387 | +3.1% | 0.4% | $1,341,072 |
| AMERIPRISE FINANCIAL INC | 0.17% | 34,009 | +39% | 0% | $1,219,896 |
| Chancellor Financial Group WB LP | 0.16% | 31,197 | +0.67% | 0.8% | $1,119,023 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.15% | 30,325 | +302% | 0.08% | $1,087,758 |
| Advisory Advocates, LLC | 0.15% | 29,050 | +7.6% | 1.1% | $1,042,024 |
| OPPENHEIMER & CO INC | 0.14% | 27,890 | -1.8% | 0.01% | $1,000,414 |
| HighTower Advisors, LLC | 0.13% | 25,197 | -3.7% | 0% | $903,833 |
| Private Advisor Group, LLC | 0.12% | 23,961 | +3.4% | 0% | $859,467 |
| World Investment Advisors | 0.12% | 23,855 | -14% | 0.01% | $855,664 |
| Samalin Investment Counsel, LLC | 0.11% | 21,078 | -19% | 0.27% | $756,064 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,071,194 | $146,032,280 | -$5,663,298 | $35.87 | 79 |
| 2025 Q4 | 4,234,948 | $148,562,399 | +$4,087,957 | $35.08 | 85 |
| 2025 Q3 | 3,626,362 | $130,490,326 | -$14,966,164 | $35.98 | 77 |
| 2025 Q2 | 4,042,498 | $143,192,276 | -$2,920,766 | $35.42 | 68 |
| 2025 Q1 | 4,127,411 | $140,775,947 | -$3,937,930 | $34.11 | 69 |
| 2024 Q4 | 4,238,028 | $151,259,523 | +$588,991 | $35.69 | 74 |
| 2024 Q3 | 4,203,491 | $139,205,073 | +$6,974,511 | $33.16 | 76 |
| 2024 Q2 | 3,942,223 | $110,444,625 | +$1,791,527 | $28.01 | 69 |
| 2024 Q1 | 3,876,384 | $114,609,668 | -$3,418,452 | $29.58 | 69 |
| 2023 Q4 | 3,990,182 | $119,623,712 | +$7,905,596 | $30.08 | 75 |
| 2023 Q3 | 3,684,088 | $96,735,037 | +$1,510,990 | $26.26 | 65 |
| 2023 Q2 | 3,627,138 | $97,326,886 | -$9,950,296 | $26.82 | 64 |
| 2023 Q1 | 3,987,097 | $121,763,624 | +$2,896,524 | $30.54 | 66 |
| 2022 Q4 | 3,887,517 | $129,552,637 | -$2,917,209 | $33.31 | 60 |
| 2022 Q3 | 3,971,768 | $125,351,890 | +$2,504,394 | $31.56 | 60 |
| 2022 Q2 | 3,888,020 | $143,846,167 | -$1,189,350 | $37.13 | 64 |
| 2022 Q1 | 3,919,589 | $157,564,333 | +$7,924,973 | $40.20 | 68 |
| 2021 Q4 | 3,711,589 | $172,854,026 | +$2,868,950 | $46.59 | 69 |
| 2021 Q3 | 3,652,916 | $155,351,552 | +$4,368,154 | $42.52 | 65 |
| 2021 Q2 | 3,562,637 | $133,748,343 | +$1,184,510 | $37.54 | 66 |
| 2021 Q1 | 3,528,301 | $135,635,277 | +$3,868,262 | $38.44 | 68 |
| 2020 Q4 | 3,472,159 | $105,329,465 | -$88,618 | $30.35 | 52 |
| 2020 Q3 | 3,494,017 | $74,874,253 | -$4,866,114 | $21.43 | 52 |
| 2020 Q2 | 3,720,072 | $85,250,858 | +$10,020,095 | $22.95 | 49 |
| 2020 Q1 | 3,270,506 | $59,987,075 | -$28,903,877 | $18.34 | 56 |