Latest Period
Q1 2026
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
Institutions Reporting
33
Shares (Excl. Options)
3,449,959
Price
$10.86
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- Security type / class
- Equity / Common
- Symbol
- HEQ on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,449,959
- Total 13F value
- $37,490,067
- Portfolio coverage rank
- 0%
- Share change
- +255,978
- Value change
- +$2,831,855
- Number of holders
- 33
- Shares outstanding
- 12,098,968
- SEC-reported price per share
- $10.99
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
- HEQ - John Hancock Diversified Income Fund - Common is tracked under CUSIP 47804L102.
- 33 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 35 to 33 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $34,387,421 to $37,490,067.
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 33 institutions filings for Q1 2026.
Security key
47804L102
Latest holder period
Q1 2026
13F holders
33
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
HEQ full holder history
John Hancock Diversified Income Fund SEC filings
John Hancock Diversified Income Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 47804L102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
HEQ
| 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 Mar 2026, 33 institutional investors reported holding 3,449,959 shares of John Hancock Diversified Income Fund - Common (HEQ). This represents 29% of the company’s total 12,098,968 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
28%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 4.6% | 558,291 | +46% | 1.4% | $6,063,040 |
| Pathstone Holdings, LLC | 4.3% | 522,041 | +111% | 0.02% | $5,669,366 |
| Karpus Management, Inc. | 4.3% | 518,501 | 0.18% | $5,630,921 | |
| BANK OF AMERICA CORP /DE/ | 2.5% | 304,521 | +4.1% | 0% | $3,307,100 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.3% | 154,110 | +2.4% | 0% | $1,673,640 |
| MORGAN STANLEY | 1.2% | 147,720 | -52% | 0% | $1,604,239 |
| PRINCIPAL SECURITIES, INC. | 1.2% | 147,277 | -0.06% | 0.02% | $1,599,418 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 137,468 | +1% | 0% | $1,492,897 |
| 1607 Capital Partners, LLC | 1.1% | 133,909 | +3.2% | 0.1% | $1,454,252 |
| Invesco Ltd. | 1.1% | 130,661 | +9.4% | 0% | $1,418,978 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.9% | 109,334 | +12% | 0.17% | $1,187,367 |
| AMERIPRISE FINANCIAL INC | 0.66% | 79,375 | +3.5% | 0% | $862,010 |
| WELLS FARGO & COMPANY/MN | 0.56% | 67,978 | -0.15% | 0% | $738,231 |
| Kovack Advisors, Inc. | 0.5% | 60,600 | +14% | 0.04% | $665,340 |
| ROYAL BANK OF CANADA | 0.38% | 46,309 | -0.22% | 0% | $503,000 |
| LPL Financial LLC | 0.35% | 42,883 | -2.5% | 0% | $465,713 |
| &PARTNERS | 0.33% | 40,499 | +150% | 0% | $456,112 |
| Kestra Advisory Services, LLC | 0.32% | 38,463 | -13% | 0% | $417,713 |
| SAX WEALTH ADVISORS, LLC | 0.28% | 33,953 | 0% | 0.02% | $364,995 |
| RAYMOND JAMES FINANCIAL INC | 0.26% | 31,663 | +21% | 0% | $343,862 |
| Shaker Financial Services, LLC | 0.23% | 27,981 | -79% | 0.11% | $303,874 |
| OSAIC HOLDINGS, INC. | 0.2% | 24,178 | -30% | 0% | $262,580 |
| Cetera Investment Advisers | 0.15% | 18,524 | -0.6% | 0% | $201,174 |
| NWF Advisory Services Inc. | 0.15% | 18,400 | 0% | 0.02% | $199,824 |
| B. Riley Wealth Advisors, Inc. | 0.13% | 16,152 | +1.8% | 0.01% | $170,889 |
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 | 3,449,959 | $37,490,067 | +$2,831,855 | $10.86 | 33 |
| 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 |