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 30 Sep 2025
Q3 2025
Total 13F shares
2,527,803
Total reported value
$35,368,886
% of total 13F portfolios
0%
Share change
+49,879
Value change
+$726,572
Number of holders
32
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% $5,674,253 441,920 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 30 Sep 2025, 32 institutional investors reported holding 2,527,803 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
1607 Capital Partners, LLC 6.5% 569,695 -5.6% 0.6% $7,970,375
SIT INVESTMENT ASSOCIATES INC 6.1% 532,553 +21% 0.15% $7,451,000
Shaker Financial Services, LLC 2% 174,761 -4.6% 0.84% $2,445,012
GUGGENHEIM CAPITAL LLC 1.9% 165,407 +108% 0.02% $2,314,044
MORGAN STANLEY 1.7% 147,133 -8.2% 0% $2,058,482
Capital Investment Advisors, LLC 1.5% 131,826 -0.44% 0.03% $1,844,331
LPL Financial LLC 1.4% 122,946 +114% 0% $1,720,089
Invesco Ltd. 1.2% 107,206 +42% 0% $1,499,876
OSAIC HOLDINGS, INC. 0.95% 83,131 +1.2% 0% $1,166,250
Integrated Wealth Concepts LLC 0.91% 79,559 -0.26% 0.01% $1,113,083
Morey & Quinn Wealth Partners, LLC 0.48% 41,702 0% 0.43% $583,431
Stratos Wealth Partners, LTD. 0.46% 40,157 +4.3% 0.01% $561,821
NewEdge Advisors, LLC 0.4% 35,154 -9.1% 0% $491,831
BANK OF AMERICA CORP /DE/ 0.4% 34,701 +0.19% 0% $485,473
Aviance Capital Partners, LLC 0.39% 34,356 +5.8% 0.06% $480,655
RIVERBRIDGE PARTNERS LLC 0.38% 33,638 +2.4% 0.01% $470,609
PHILADELPHIA TRUST CO 0.35% 30,813 0% 0.03% $431,000
Noble Wealth Management PBC 0.34% 29,650 +602% 0.22% $414,821
AMERIPRISE FINANCIAL INC 0.3% 26,612 +25% 0% $372,323
COHEN & STEERS, INC. 0.27% 23,927 0% 0% $335,000
HOERTKORN RICHARD CHARLES 0.16% 14,000 0% 0.08% $195,868
ROYAL BANK OF CANADA 0.16% 13,588 +4.4% 0% $190,000
UBS Group AG 0.14% 12,644 +12% 0% $176,902
Pathstone Holdings, LLC 0.13% 11,803 -54% 0% $165,131
Cambridge Investment Research Advisors, Inc. 0.12% 10,864 +1.3% 0% $152,000

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 610,464 $8,345,512 -$501,041 $13.67 16
2025 Q3 2,527,803 $35,368,886 +$726,572 $13.99 32
2025 Q2 2,473,700 $34,248,430 +$1,108,174 $13.84 33
2025 Q1 2,400,016 $32,568,667 -$67,301 $13.57 35
2024 Q4 2,387,139 $32,658,786 +$1,105,609 $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 -$2,552,424 $13.30 35
2024 Q1 2,383,605 $31,441,112 +$2,803,850 $13.19 35
2023 Q4 2,015,314 $26,081,744 +$4,988,229 $12.94 35
2023 Q3 1,765,078 $21,446,212 +$5,243,164 $12.15 32
2023 Q2 1,419,362 $17,939,135 +$3,837,599 $12.64 27
2023 Q1 1,115,716 $14,151,142 +$2,097,165 $12.69 28
2022 Q4 948,966 $11,863,635 +$1,199,226 $12.54 28
2022 Q3 846,923 $10,212,000 +$656,443 $12.06 21
2022 Q2 802,134 $10,571,000 -$483,605 $13.18 23
2022 Q1 847,614 $14,236,680 -$5,905,653 $16.80 27
2021 Q4 1,193,028 $23,084,935 -$1,830,893 $19.35 28
2021 Q3 1,345,688 $25,110,866 -$7,216,882 $18.66 33
2021 Q2 1,731,810 $32,629,000 -$1,612,056 $18.84 28
2021 Q1 1,817,485 $32,698,000 -$1,859,966 $17.99 29
2020 Q4 1,868,588 $32,194,000 +$946,599 $17.27 33
2020 Q3 1,764,348 $27,950,881 -$2,314,153 $15.83 34
2020 Q2 1,912,005 $29,658,000 -$3,730,713 $15.51 35
2020 Q1 2,186,576 $27,522,000 +$590,103 $12.58 39
2019 Q4 2,118,412 $37,621,000 -$320,745 $17.76 41
2019 Q3 2,125,595 $36,183,000 +$591,382 $17.02 39
2019 Q2 2,093,585 $34,341,000 +$2,028,166 $16.40 39
2019 Q1 1,971,078 $31,085,000 +$4,431,333 $15.77 38
2018 Q4 1,696,044 $23,949,000 +$4,074,433 $14.12 34
2018 Q3 1,328,907 $21,383,481 +$762,623 $16.09 34
2018 Q2 1,289,372 $20,594,364 +$3,402,471 $15.96 36
2018 Q1 1,075,340 $17,870,958 +$177,294 $16.62 37
2017 Q4 1,061,978 $18,588,028 +$2,953,366 $17.50 36
2017 Q3 892,761 $16,202,140 -$3,404,016 $18.15 36
2017 Q2 1,082,264 $18,568,479 -$658,632 $17.15 35
2017 Q1 1,121,478 $19,109,412 +$2,048,998 $17.03 34
2016 Q4 1,002,215 $16,646,144 +$2,009,829 $16.60 31
2016 Q3 880,607 $14,704,204 +$748,417 $16.70 32
2016 Q2 836,882 $13,508,850 -$1,209,591 $16.12 27
2016 Q1 917,322 $14,152,434 -$186,556 $15.44 30
2015 Q4 988,251 $14,229,788 +$2,606,740 $14.38 30
2015 Q3 779,022 $11,364,916 -$2,104,267 $14.59 31
2015 Q2 817,487 $13,108,796 +$1,633,981 $16.03 29
2015 Q1 742,425 $13,057,742 -$18,724 $17.58 30
2014 Q4 773,405 $13,687,851 +$1,414,845 $17.70 29
2014 Q3 683,012 $12,618,547 +$1,332,017 $18.47 27
2014 Q2 584,454 $12,047,824 +$2,276,648 $20.63 27
2014 Q1 474,192 $9,655,304 +$292,100 $20.36 24