Latest Period
Q1 2026
Security Snapshot
JHANCOCK DISCIPLINED VALUE MID CAP I - EQUITY FUNDS Institutional Ownership
CUSIP: 47803W406
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
2
Shares (Excl. Options)
725,289
Price
$27.75
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- Type / Class
- Equity / EQUITY FUNDS
- Price per share
- $27.75
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 725,289
- Total reported value
- $20,155,706
- % of total 13F portfolios
- 0%
- Share change
- +46,382
- Value change
- +$1,288,861
- Number of holders
- 2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 47803W406 - JHANCOCK DISCIPLINED VALUE MID CAP I - EQUITY FUNDS is tracked under CUSIP 47803W406.
- 2 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 2 between Q4 2025 and Q1 2026.
- Reported value moved from $18,649,593 to $20,155,706.
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 2 institutions filings for Q1 2026.
Security key
47803W406
Latest holder period
Q1 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 47803W406:
As of 31 Mar 2026, 2 institutional investors reported holding 725,289 shares of JHANCOCK DISCIPLINED VALUE MID CAP I - EQUITY FUNDS.
Institutional Holders of JHANCOCK DISCIPLINED VALUE MID CAP I - EQUITY FUNDS across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 725,289 | $20,155,706 | +$1,288,861 | $27.75 | 2 |
| 2025 Q4 | 678,907 | $18,649,593 | -$1,498,446 | $27.47 | 1 |
| 2025 Q3 | 733,468 | $22,128,305 | +$159,147 | $25.29 | 2 |
| 2025 Q2 | 728,193 | $20,774,979 | +$876,604 | $24.47 | 2 |
| 2025 Q1 | 697,543 | $18,484,496 | +$126,407 | $26.50 | 3 |
| 2024 Q4 | 692,936 | $18,674,343 | -$148,842 | $26.95 | 3 |
| 2024 Q3 | 698,774 | $21,514,729 | +$127,548 | $30.78 | 4 |
| 2024 Q2 | 694,631 | $19,831,167 | -$177,060 | $28.55 | 3 |
| 2024 Q1 | 700,853 | $20,926,374 | -$896,500 | $29.84 | 4 |
| 2023 Q4 | 730,938 | $20,005,562 | -$74,977 | $27.35 | 4 |
| 2023 Q3 | 733,361 | $18,700,168 | +$106,035 | $25.50 | 4 |
| 2023 Q2 | 729,203 | $19,148,865 | +$441,964 | $26.26 | 3 |
| 2023 Q1 | 712,373 | $17,638,255 | +$141,553 | $24.73 | 2 |
| 2022 Q4 | 706,656 | $17,256,000 | +$146,617 | $24.30 | 2 |
| 2022 Q3 | 700,652 | $15,905,000 | -$160,031 | $22.68 | 2 |
| 2022 Q2 | 707,699 | $16,822,000 | +$478,585 | $23.77 | 1 |
| 2022 Q1 | 687,565 | $18,942,000 | +$327,507 | $27.55 | 1 |
| 2021 Q4 | 675,677 | $18,702,000 | -$805,262 | $27.68 | 1 |
| 2021 Q3 | 704,770 | $19,374,000 | -$226,379 | $27.49 | 1 |
| 2021 Q2 | 713,005 | $19,928,000 | -$450,962 | $27.95 | 1 |
| 2021 Q1 | 729,140 | $19,315,000 | -$2,340,653 | $26.49 | 1 |
| 2020 Q4 | 819,045 | $19,099,000 | +$775,155 | $23.30 | 2 |
| 2020 Q3 | 785,788 | $15,221,000 | -$301,422 | $19.37 | 1 |
| 2020 Q2 | 801,349 | $14,713,000 | +$533,495 | $18.36 | 1 |
| 2020 Q1 | 772,292 | $12,032,000 | +$1,264,004 | $15.58 | 1 |
| 2019 Q4 | 691,160 | $15,393,000 | -$45,420,638 | $22.27 | 1 |
| 2019 Q3 | 2,806,837 | $60,263,000 | +$2,412,543 | $21.47 | 3 |
| 2019 Q2 | 2,694,266 | $56,634,000 | +$8,201,489 | $21.02 | 2 |
| 2019 Q1 | 2,304,096 | $45,875,000 | +$2,955,973 | $19.91 | 2 |
| 2018 Q4 | 2,155,950 | $37,794,000 | +$4,026,826 | $17.53 | 3 |
| 2018 Q3 | 1,926,238 | $46,018,000 | +$1,909,658 | $23.89 | 2 |
| 2018 Q2 | 1,846,303 | $42,556,000 | +$1,358,933 | $23.05 | 2 |
| 2018 Q1 | 1,787,344 | $41,502,000 | +$5,094,792 | $23.22 | 2 |
| 2017 Q4 | 1,567,932 | $36,549,000 | -$60,610 | $23.31 | 2 |
| 2017 Q3 | 1,619,618 | $38,255,000 | +$516,967 | $23.62 | 2 |
| 2017 Q2 | 1,597,731 | $36,476,000 | +$3,200,225 | $22.83 | 2 |
| 2017 Q1 | 1,457,557 | $32,634,650 | +$7,847,327 | $22.39 | 3 |
| 2016 Q4 | 1,107,062 | $23,769,000 | -$904,444 | $21.47 | 2 |
| 2016 Q3 | 1,149,186 | $24,065,000 | -$65,435,973 | $20.94 | 2 |
| 2016 Q2 | 1,160,512 | $88,146,000 | +$7,601,564 | $19.77 | 3 |
| 2016 Q1 | 1,139,752 | $21,814,000 | +$884,377 | $19.14 | 2 |
| 2015 Q4 | 1,096,485 | $77,134,000 | +$57,090,497 | $19.14 | 4 |
| 2015 Q3 | 1,046,613 | $20,325,000 | -$5,163,544 | $19.42 | 3 |
| 2015 Q2 | 1,321,578 | $26,645,458 | -$5,100,789 | $20.53 | 3 |
| 2015 Q1 | 1,588,390 | $33,133,000 | +$293,415 | $20.86 | 3 |
| 2014 Q4 | 1,574,314 | $31,439,137 | +$767,005 | $19.97 | 2 |
| 2014 Q3 | 1,535,906 | $29,182,430 | +$1,121,609 | $19.00 | 2 |
| 2014 Q2 | 1,476,874 | $28,680,979 | +$2,266,121 | $19.42 | 2 |
| 2014 Q1 | 1,360,254 | $25,586,458 | +$2,589,596 | $18.81 | 3 |