Who Owns John Hancock Premium Dividend Fund (PDT)?Hedge Fund & Institutional Holders

$13.27+0.06 (+0.45%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000000760100033e+283T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$11.70$12.17$12.64$13.11$13.58Aug 24Jun 25Mar 26

PDT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WOLVERINE ASSET MANAGEMENT LLCNew Position+260K+$3.3B
1607 Capital Partners, LLCNew Position+213K+$2.7B
Shaker Financial Services, LLCNew Position+114K+$1.5B
MILLENNIUM MANAGEMENT LLCNew Position+86K+$1.0B
ORG Partners LLCNew Position+120K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+124K+$1.0B
Sovran Advisors, LLCNew Position+60K+$773.0M
Logan Stone Capital, LLCNew Position+40K+$504.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+34K+$435.0M
Brookwood Investment Group LLCNew Position+27K+$340.0M
Carl P. Sherr & Co., LLCNew Position+26K+$333.0M
Mezzasalma Advisors, LLCNew Position+24K+$304.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+22K+$276.0M
Sowell Financial Services LLCNew Position+17K+$213.0M
MELFA WEALTH MANAGEMENT, INC.New Position+17K+$211.0M

PDT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-11K-$4.6B
Cornerstone Advisors, LLCClosed Position-242K-$3.2B
GUGGENHEIM CAPITAL LLCDecreased-20K-$1.5B
Advisors Asset Management, Inc.Decreased-20K-$796.5M
Invesco Ltd.Decreased-23K-$779.9M
Steward Partners Investment Advisory, LLCDecreased-11K-$608.2M
Aptus Capital Advisors, LLCDecreased-2K-$577.3M
Newbridge Financial Services Group, Inc.Closed Position-27K-$357.2M
OSAIC HOLDINGS, INC.Decreased-5K-$254.0M
UBS Group AGDecreased-13K-$212.3M
ROBINSON CAPITAL MANAGEMENT, LLCClosed Position-10K-$133.4M
Second Line Capital, LLCDecreased-2K-$56.3M
Clearstead Advisors, LLCClosed Position-3K-$40.0M
Advisory Services Network, LLCClosed Position-3K-$34.6M
Sound Income Strategies, LLCDecreased-2K-$22.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC692,240$8.0B57.29%Share
2Invesco Ltd.598,550$7.6B1.17%Share
3WOLVERINE ASSET MANAGEMENT LLC260,103$3.3B26.03%Share
4Pathway Financial Advisers, LLC229,043$2.9B0.84%Share
51607 Capital Partners, LLC213,229$2.7B0.18%Share
6Stratos Wealth Partners, LTD.143,865$1.8B20.65%Share
7Invesco Ltd.131,366$1.7B0.26%Share
8Shaker Financial Services, LLC114,265$1.5B0.46%Share
9OSAIC HOLDINGS, INC.88,634$1.0B1.46%Share
10MILLENNIUM MANAGEMENT LLC86,098$1.0B0.42%Share
11COMMONWEALTH EQUITY SERVICES, LLC124,096$1.0B1.33%Share
12ORG Partners LLC120,000$1.0B0.18%Share
13FIRST TRUST ADVISORS LP104,509$1.0B0.73%Share
14ROYAL BANK OF CANADA98,142$1.0B0.16%Share
15Sovran Advisors, LLC60,290$773.0M0.07%Share
16WEBSTERROGERS FINANCIAL ADVISORS, LLC52,000$660.0M0.19%Share
17UBS Group AG41,543$527.0M0.09%Share
18Second Line Capital, LLC41,099$521.0M0.11%Share
19Logan Stone Capital, LLC39,695$504.0M0.12%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC34,294$435.0M0.03%Share
21Brookwood Investment Group LLC26,832$340.0M0.04%Share
22Carl P. Sherr & Co., LLC25,695$333.0M0.15%Share
23Mezzasalma Advisors, LLC23,895$304.0M0.07%Share
24Arlington Capital Management, Inc.19,892$252.0M0.15%Share
25Sowell Financial Services LLC16,833$213.0M0.01%Share
26MELFA WEALTH MANAGEMENT, INC.16,637$211.0M0.12%Share
27MOSAIC FAMILY WEALTH PARTNERS, LLC16,190$205.0M0.02%Share
28WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC13,261$168.0M0.05%Share
29INTEGRITY ALLIANCE, LLC.13,204$167.0M0.01%Share
30J.W. COLE ADVISORS, INC.11,572$146.0M0.00%Share
31Compound Planning, Inc.11,504$146.0M0.00%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,308$143.0M0.01%Share
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,755,098$139.1M0.09%Share
34BankPlus Trust Department8,900$113.0M0.03%Share
35COMERICA BANK8,665$110.0M0.44%Share
36UBS Group AG6,691$84.0M0.01%Share
37LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,306$80.0M0.01%Share
38LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,174$53.0M0.00%Share
39AMERIFLEX GROUP, INC.4,246$53.0M0.03%Share
40CALDWELL SUTTER CAPITAL, INC.2,058$26.0M0.01%Share
41Farther Finance Advisors, LLC1,279$16.0M0.17%Share
42Sound Income Strategies, LLC996$12.0M0.00%Share
43Private Wealth Asset Management, LLC788$10.0M0.00%Share
44Pinnacle Bancorp, Inc.788$10.0M0.00%Share
45COHEN & STEERS, INC.750,413$9.5M0.02%Share
46Spire Wealth Management617$7.0M0.00%Share
47AXXCESS WEALTH MANAGEMENT, LLC540,241$6.9M0.03%Share
48US BANCORP \DE\500$6.0M0.01%Share
49Gould Capital, LLC449$5.0M0.00%Share
50FLAGSHIP HARBOR ADVISORS, LLC420$5.0M0.00%Share

PDT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$42.3B+39
Q3 202558$53.3B-25
Q2 202583$52.7B-4
Q1 202587$74.3B+15
Q4 202472$57.1B+10
Q3 202462$3.7T+1
Q2 202461$210.4B+5
Q1 202456$645.7B—

Similar Stocks by Institutional Ownership

NVDA

NVIDIA Corporation

AAPL

Apple Inc.

MSFT

Microsoft Corporation

TSM

Taiwan Semiconductor Manufacturing Company Limited

AVGO

Broadcom Inc.

ASML

ASML Holding N.V.

ORCL

Oracle Corporation

MU

Micron Technology, Inc.

As of Q4 2025, 50 institutional investors hold PDT (John Hancock Premium Dividend Fund). The largest holder is GUGGENHEIM CAPITAL LLC with $8.0B in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own PDT?

As of Q4 2025, 50 institutional investors report holding PDT (John Hancock Premium Dividend Fund) in their 13F filings.

Who is the largest institutional holder of PDT?

The largest institutional holder of PDT is GUGGENHEIM CAPITAL LLC with $8.0B in shares.

Is institutional ownership of PDT increasing or decreasing?

This quarter, 15 institutions opened new positions in PDT and 5 closed their positions.