Security Snapshot

John Hancock Diversified Income Fund - Common (HEQ) Institutional Ownership

CUSIP: 47804L102

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

35

Shares (Excl. Options)

3,198,855

Price

$10.75

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Type / Class
Equity / Common
Symbol
HEQ on NYSE
Shares outstanding
12,098,968
Price per share
$10.81
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,198,855
Total reported value
$34,387,421
% of total 13F portfolios
0%
Share change
+313,380
Value change
+$3,372,830
Number of holders
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • HEQ - John Hancock Diversified Income Fund - Common is tracked under CUSIP 47804L102.
  • 35 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 35 to 2 between Q4 2025 and Q1 2026.
  • Reported value moved from $34,387,421 to $367,352.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 35 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 47804L102?
CUSIP 47804L102 identifies HEQ - John Hancock Diversified Income Fund - Common in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of John Hancock Diversified Income Fund - Common (HEQ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 10% -12% $13,296,282 -$1,837,824 1,230,465 -12% First Trust Portfolios L.P. 31 Mar 2026

As of 31 Dec 2025, 35 institutional investors reported holding 3,198,855 shares of John Hancock Diversified Income Fund - Common (HEQ). This represents 26% of the company’s total 12,098,968 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of John Hancock Diversified Income Fund - Common (HEQ) together control 25% 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
Bulldog Investors, LLP 3.2% 381,764 0.91% $4,103,963
MORGAN STANLEY 2.5% 305,817 -29% 0% $3,287,533
BANK OF AMERICA CORP /DE/ 2.4% 292,614 +1.6% 0% $3,145,600
Saba Capital Management, L.P. 2.3% 281,328 +11% 0.1% $3,024,276
Pathstone Holdings, LLC 2% 247,659 +230% 0.01% $2,662,334
COMMONWEALTH EQUITY SERVICES, LLC 1.2% 150,439 -3.4% 0% $1,617,220
PRINCIPAL SECURITIES, INC. 1.2% 147,371 -3.3% 0.02% $1,584,237
ENVESTNET ASSET MANAGEMENT INC 1.1% 136,086 -1.4% 0% $1,462,921
Shaker Financial Services, LLC 1.1% 133,072 -46% 0.45% $1,430,524
1607 Capital Partners, LLC 1.1% 129,782 +6.1% 0.1% $1,395,156
Invesco Ltd. 0.99% 119,455 +29% 0% $1,284,141
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.81% 97,987 +23% 0.15% $1,053,360
AMERIPRISE FINANCIAL INC 0.63% 76,665 +17% 0% $824,144
AQR Arbitrage LLC 0.63% 76,020 -34% 0.02% $817,215
WELLS FARGO & COMPANY/MN 0.56% 68,080 -30% 0% $731,853
Kovack Advisors, Inc. 0.44% 53,236 +131% 0.03% $572,287
WOLVERINE ASSET MANAGEMENT LLC 0.39% 47,578 -47% 0.01% $511,464
ROYAL BANK OF CANADA 0.38% 46,413 +0.2% 0% $499,000
Kestra Advisory Services, LLC 0.37% 44,387 +5.4% 0% $477,163
LPL Financial LLC 0.36% 43,983 +35% 0% $472,821
Verition Fund Management LLC 0.3% 36,559 +38% 0% $393,009
OSAIC HOLDINGS, INC. 0.28% 34,402 -9.7% 0% $369,840
SAX WEALTH ADVISORS, LLC 0.28% 33,953 0.02% $364,995
ROBINSON CAPITAL MANAGEMENT, LLC 0.28% 33,779 +11% 0.15% $363,124
TWO SIGMA INVESTMENTS, LP 0.23% 27,364 0% 0% $294,163

Institutional Holders of John Hancock Diversified Income Fund - Common (HEQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 34,170 $367,352 +$2,357 $10.81 2
2025 Q4 3,198,855 $34,387,421 +$3,372,830 $10.75 35
2025 Q3 2,885,475 $30,731,098 +$1,197,163 $10.65 34
2025 Q2 2,789,595 $29,513,958 -$119,119 $10.58 32
2025 Q1 2,801,482 $29,100,537 +$823,844 $10.40 32
2024 Q4 2,723,572 $27,804,386 +$120,135 $10.21 34
2024 Q3 2,706,125 $29,672,369 +$496,435 $10.97 34
2024 Q2 2,663,886 $27,665,537 -$449,146 $10.39 35
2024 Q1 2,701,268 $28,339,414 +$186,616 $10.49 32
2023 Q4 2,691,045 $27,044,597 +$1,760,374 $10.05 30
2023 Q3 2,367,803 $22,659,700 +$551,108 $9.57 25
2023 Q2 2,301,420 $24,809,399 +$2,700,635 $10.78 22
2023 Q1 2,050,757 $23,832,402 -$151,776 $11.63 19
2022 Q4 2,043,437 $23,498,726 -$211,158 $11.50 20
2022 Q3 2,079,343 $24,494,835 +$129,540 $11.78 19
2022 Q2 2,068,342 $24,344,697 -$456,135 $11.77 21
2022 Q1 2,107,014 $27,414,446 -$3,227,735 $13.01 18
2021 Q4 2,355,283 $30,618,469 +$872,544 $13.00 19
2021 Q3 2,285,392 $28,680,255 -$2,680,909 $12.55 25
2021 Q2 2,497,797 $33,147,327 -$8,471,784 $13.27 25
2021 Q1 3,157,048 $38,042,205 -$1,534,553 $12.05 26
2020 Q4 3,292,848 $37,670,144 +$5,861,073 $11.44 28
2020 Q3 2,787,691 $29,437,000 +$3,708,037 $10.56 22
2020 Q2 2,433,374 $27,352,000 +$3,216,910 $11.24 23
2020 Q1 2,173,284 $22,080,000 +$3,759,946 $10.16 33
2019 Q4 1,803,932 $26,896,000 -$1,475,754 $14.91 26
2019 Q3 1,913,466 $26,463,000 +$1,883,392 $13.84 26
2019 Q2 1,777,704 $25,040,000 +$4,042,597 $14.10 25
2019 Q1 1,490,692 $21,913,000 -$3,531,639 $14.72 19
2018 Q4 1,781,983 $23,296,000 +$5,121,072 $13.07 29
2018 Q3 1,382,836 $21,791,000 +$438,688 $15.76 26
2018 Q2 1,353,630 $22,753,000 -$5,081,010 $16.81 25
2018 Q1 1,659,121 $27,329,000 -$3,835,267 $16.44 27
2017 Q4 1,891,496 $32,929,000 -$4,130,529 $17.41 22
2017 Q3 2,128,847 $37,510,000 -$3,198,039 $17.62 22
2017 Q2 2,311,080 $39,287,000 -$3,967,957 $17.00 21
2017 Q1 2,544,946 $42,907,000 -$1,657,868 $16.86 24
2016 Q4 2,646,279 $41,601,000 +$1,414,056 $15.72 21
2016 Q3 2,556,256 $41,508,000 +$2,663,059 $16.23 24
2016 Q2 2,402,842 $36,015,000 -$225,494 $14.99 25
2016 Q1 2,414,805 $35,472,000 -$3,858,575 $14.69 22
2015 Q4 2,783,199 $40,228,000 +$698,671 $14.46 27
2015 Q3 2,674,304 $38,488,000 -$4,761,255 $14.39 24
2015 Q2 3,068,824 $48,974,000 -$2,027,187 $15.96 24
2015 Q1 3,187,129 $52,326,000 -$385,483 $16.41 25
2014 Q4 3,164,906 $51,658,571 -$1,326,175 $16.32 24
2014 Q3 3,181,623 $55,589,000 +$1,631,347 $17.47 21
2014 Q2 3,085,954 $57,246,000 +$4,347,831 $18.55 21
2014 Q1 2,854,408 $50,001,000 +$2,768,621 $17.51 22