JOHN HANCOCK INVESTORS TRUST - Common (JHI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
JHI on NYSE
Shares outstanding
8,745,324
Price per share
$13.77
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,571,224
Total reported value
$35,148,708
% of total 13F portfolios
0%
Share change
+43,421
Value change
+$586,893
Number of holders
34
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of JOHN HANCOCK INVESTORS TRUST - Common (JHI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
1607 Capital Partners, LLC 6.1% $6,889,238 536,545 1607 Capital Partners, LLC 31 Dec 2024
SIT INVESTMENT ASSOCIATES INC 5.1% $5,912,890 441,920 Sit Investment Associates, Inc. 30 Jun 2025
FIRST TRUST PORTFOLIOS LP 4.8% $5,726,377 418,901 First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 34 institutional investors reported holding 2,571,224 shares of JOHN HANCOCK INVESTORS TRUST - Common (JHI). This represents 29% of the company’s total 8,745,324 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of JOHN HANCOCK INVESTORS TRUST - Common (JHI) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 6.8% 597,048 +12% 0.16% $8,162,000
1607 Capital Partners, LLC 5.5% 484,495 -15% 0.45% $6,623,047
GUGGENHEIM CAPITAL LLC 2.2% 191,795 +16% 0.02% $2,621,837
MORGAN STANLEY 1.6% 142,132 -3.4% 0% $1,942,946
Shaker Financial Services, LLC 1.6% 137,124 -22% 0.59% $1,874,486
Invesco Ltd. 1.5% 130,641 +22% 0% $1,785,862
Capital Investment Advisors, LLC 1.4% 125,843 -4.5% 0.03% $1,720,274
LPL Financial LLC 1.4% 118,694 -3.5% 0% $1,622,553
OSAIC HOLDINGS, INC. 1% 88,936 +7% 0% $1,215,781
Integrated Wealth Concepts LLC 0.85% 74,090 -6.9% 0.01% $1,012,810
Advisors Asset Management, Inc. 0.83% 72,384 0.02% $989,489
RIVERBRIDGE PARTNERS LLC 0.52% 45,908 +36% 0.01% $627,558
Morey & Quinn Wealth Partners, LLC 0.47% 41,477 -0.54% 0.41% $566,986
Stratos Wealth Partners, LTD. 0.47% 40,852 +1.7% 0.01% $558,447
Aviance Capital Partners, LLC 0.41% 35,696 +3.9% 0.06% $487,963
NewEdge Advisors, LLC 0.4% 34,854 -0.85% 0% $476,460
BANK OF AMERICA CORP /DE/ 0.37% 32,682 -5.8% 0% $446,760
PHILADELPHIA TRUST CO 0.35% 30,813 0% 0.03% $421,000
AMERIPRISE FINANCIAL INC 0.3% 26,356 -0.96% 0% $360,287
Noble Wealth Management PBC 0.3% 26,250 -11% 0.18% $358,838
COHEN & STEERS, INC. 0.27% 23,927 0% 0% $327,000
ROBINSON CAPITAL MANAGEMENT, LLC 0.21% 18,107 0.1% $247,523
HOERTKORN RICHARD CHARLES 0.16% 14,000 0% 0.07% $191,380
UBS Group AG 0.14% 12,631 -0.1% 0% $172,665
Cambridge Investment Research Advisors, Inc. 0.12% 10,719 -1.3% 0% $147,000

Institutional Holders of JOHN HANCOCK INVESTORS TRUST - Common (JHI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,571,224 $35,148,708 +$586,893 $13.67 34
2025 Q3 2,527,803 $35,368,886 +$726,570 $13.99 32
2025 Q2 2,473,700 $34,248,430 +$1,108,175 $13.84 33
2025 Q1 2,400,016 $32,568,667 -$67,301 $13.57 35
2024 Q4 2,404,939 $32,899,764 +$1,349,113 $13.68 38
2024 Q3 2,282,046 $32,081,488 +$1,286,470 $14.06 40
2024 Q2 2,191,063 $29,140,380 -$2,552,426 $13.30 35
2024 Q1 2,383,605 $31,441,112 +$3,019,788 $13.19 35
2023 Q4 2,155,031 $27,889,682 +$5,037,142 $12.94 36
2023 Q3 1,765,078 $21,446,212 +$5,242,165 $12.15 32
2023 Q2 1,419,462 $17,940,135 +$3,838,599 $12.64 28
2023 Q1 1,115,716 $14,151,142 +$2,122,779 $12.69 28
2022 Q4 949,066 $11,864,635 +$1,200,929 $12.54 29
2022 Q3 851,906 $10,273,000 +$593,660 $12.06 24
2022 Q2 802,284 $10,573,000 -$588,899 $13.18 25
2022 Q1 847,614 $14,236,680 -$5,927,281 $16.80 27
2021 Q4 1,193,028 $23,084,935 -$1,830,888 $19.35 28
2021 Q3 1,345,588 $25,109,866 -$7,217,866 $18.66 32
2021 Q2 1,731,810 $32,629,000 -$1,612,058 $18.84 28
2021 Q1 1,817,485 $32,698,000 -$1,859,969 $17.99 29
2020 Q4 1,868,588 $32,194,000 +$946,601 $17.27 33
2020 Q3 1,764,348 $27,950,881 -$2,315,157 $15.83 34
2020 Q2 1,912,055 $29,659,000 -$3,818,701 $15.51 36
2020 Q1 2,186,576 $27,522,000 +$590,105 $12.58 39
2019 Q4 2,118,412 $37,621,000 -$320,742 $17.76 41
2019 Q3 2,125,595 $36,183,000 +$589,376 $17.02 39
2019 Q2 2,093,685 $34,343,000 +$2,028,162 $16.40 40
2019 Q1 1,971,078 $31,085,000 +$4,431,332 $15.77 38
2018 Q4 1,696,044 $23,949,000 +$4,074,446 $14.12 34
2018 Q3 1,328,907 $21,383,481 +$638,448 $16.09 34
2018 Q2 1,289,372 $20,594,364 +$3,407,473 $15.96 36
2018 Q1 1,075,340 $17,870,958 +$177,293 $16.62 37
2017 Q4 1,061,978 $18,588,028 +$2,953,370 $17.50 36
2017 Q3 892,761 $16,202,140 -$3,404,019 $18.15 36
2017 Q2 1,082,264 $18,568,479 -$658,631 $17.15 35
2017 Q1 1,121,478 $19,109,412 +$2,048,997 $17.03 34
2016 Q4 1,002,215 $16,646,144 +$2,014,836 $16.60 31
2016 Q3 880,687 $14,705,204 +$748,416 $16.70 33
2016 Q2 836,962 $13,509,850 -$1,203,594 $16.12 28
2016 Q1 917,322 $14,152,434 -$185,170 $15.44 30
2015 Q4 994,146 $14,314,788 +$2,587,108 $14.38 31
2015 Q3 779,022 $11,364,916 -$2,101,795 $14.59 31
2015 Q2 863,219 $13,841,796 +$1,674,369 $16.03 31
2015 Q1 742,425 $13,057,742 -$18,727 $17.58 30
2014 Q4 773,405 $13,687,851 +$1,414,844 $17.70 29
2014 Q3 683,012 $12,618,547 +$1,333,180 $18.47 27
2014 Q2 590,102 $12,172,600 +$2,276,797 $20.63 27
2014 Q1 480,748 $9,789,304 +$324,249 $20.36 25