Nuveen Floating Rate Income Fund
JFR- Exchange
- NYSE
- SEC CIK
- 0001276533
In the last 90 days, Nuveen Floating Rate Income Fund insiders filed 0 open-market purchases and 1 sale; 174 institutions reported holding it in 13F filings for Q2 2026, worth $459.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 174
- −11 vs. Q1 2026
- Shares held
- 59.9M
- +32.8K (+0.1%) vs. Q1 2026
- Total value
- $459.4M
- +$9.09M (+2.0%) vs. Q1 2026
- New holders
- 16
- 58 more added
- Sold out
- 27
- 53 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JFR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 174 | $459.4M |
| Q1 2026 | 187 | $450.4M |
| Q4 2025 | 190 | $455.8M |
| Q3 2025 | 177 | $441.0M |
| Q2 2025 | 170 | $485.8M |
| Q1 2025 | 173 | $470.2M |
| Q4 2024 | 164 | $320.0M |
| Q3 2024 | 161 | $552.6M |
| Q2 2024 | 172 | $312.6M |
| Q1 2024 | 175 | $429.6M |
| Q4 2023 | 178 | $385.0M |
| Q3 2023 | 171 | $337.8M |
| Q2 2023 | 101 | $144.0M |
| Q1 2023 | 100 | $151.0M |
| Q4 2022 | 102 | $148.0M |
| Q3 2022 | 91 | $149.7M |
| Q2 2022 | 94 | $159.3M |
| Q1 2022 | 100 | $169.9M |
| Q4 2021 | 104 | $182.5M |
| Q3 2021 | 102 | $187.8M |
| Q2 2021 | 105 | $215.3M |
| Q1 2021 | 95 | $235.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,031,373 | $69.3M | 0.00% | +2,961,714+48.8% | Added |
| Sit Investment Associates Inc | 4,082,097 | $31.3M | 0.59% | −557,319−12.0% | Reduced |
| Congress Park Capital LLC | 3,477,794 | $26.7M | 7.20% | +356,471+11.4% | Added |
| Loomis Sayles & Co L P | 2,973,326 | $22.8M | 0.03% | +76,287+2.6% | Added |
| Invesco Ltd. | 2,935,750 | $22.5M | 0.00% | −8,844−0.3% | Reduced |
| Penserra Capital Management LLC | 2,892,702 | $22.2M | 0.17% | +110,399+4.0% | Added |
| LPL Financial LLC | 2,621,477 | $20.1M | 0.00% | −2,658−0.1% | Reduced |
| Wells Fargo & Company | 2,604,993 | $20.0M | 0.00% | +111,132+4.5% | Added |
| Bank of America Corp | 2,029,187 | $15.6M | 0.00% | +113,966+6.0% | Added |
| Cyndeo Wealth Partners, LLC | 1,999,420 | $15.3M | 0.72% | +204,050+11.4% | Added |
| Advisors Asset Management, Inc. | 1,827,295 | $14.0M | 0.21% | +274,870+17.7% | Added |
| Guggenheim Capital LLC | 1,822,745 | $14.0M | 0.09% | −124,116−6.4% | Reduced |
| Raymond James Financial Inc | 1,782,406 | $13.7M | 0.00% | +205,992+13.1% | Added |
| Royal Bank of Canada | 1,301,970 | $9.99M | 0.00% | +22,852+1.8% | Added |
| 1607 Capital Partners, LLC | 1,218,608 | $9.35M | 0.81% | −946,010−43.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,111,921 | $8.53M | 2.62% | +398,627+55.9% | Added |
| Icon Advisers Inc | 971,097 | $7.45M | 1.40% | −745,662−43.4% | Reduced |
| Kanen Wealth Management LLC | 959,147 | $7.37M | 1.80% | +145,913+17.9% | Added |
| UBS Group AG | 912,982 | $7.00M | 0.00% | −1,706−0.2% | Reduced |
| Cohen & Steers, Inc. | 853,263 | $6.54M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 805,512 | $6.18M | 0.00% | −26,428−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 722,018 | $5.54M | 0.01% | −8,379−1.1% | Reduced |
| Envestnet Asset Management Inc | 691,859 | $5.31M | 0.00% | +217,772+45.9% | Added |
| Ethos Financial Group, LLC | 581,044 | $4.46M | 0.30% | −65,348−10.1% | Reduced |
| Almitas Capital LLC | 435,208 | $3.34M | 0.80% | +23,580+5.7% | Added |
| Coastal Bridge Advisors, LLC | 414,174 | $3.18M | 0.20% | +7,204+1.8% | Added |
| Cetera Investment Advisers | 405,966 | $3.11M | 0.00% | −47,576−10.5% | Reduced |
| J.W. Cole Advisors, Inc. | 381,673 | $2.93M | 0.05% | +381,673 | New |
| GraniteShares Advisors LLC | 356,400 | $2.73M | 1.76% | +46,650+15.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 349,828 | $2.68M | 0.00% | +184,566+111.7% | Added |
| Baird Financial Group, Inc. | 292,973 | $2.25M | 0.00% | −12,547−4.1% | Reduced |
| International Assets Investment Management, LLC | 286,282 | $2.20M | 0.13% | −2,874−1.0% | Reduced |
| GWM Advisors LLC | 277,570 | $2.13M | 0.01% | +53,725+24.0% | Added |
| Atlas Wealth LLC | 271,569 | $2.08M | 0.30% | +271,569 | New |
| Matisse Capital | 250,000 | $1.92M | 0.77% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 245,449 | $1.88M | 0.03% | +5,835+2.4% | Added |
| Commonwealth Equity Services, LLC | 234,220 | $1.80M | 0.00% | −63,884−21.4% | Reduced |
| RFG Advisory, LLC | 227,248 | $1.74M | 0.03% | −12,582−5.2% | Reduced |
| CF Capital LLC | 222,501 | $1.71M | 2.05% | +222,501 | New |
| Capital Investment Advisors, LLC | 216,825 | $1.66M | 0.02% | −7,642−3.4% | Reduced |
| Kovack Advisors, Inc. | 208,325 | $1.60M | 0.08% | +39,659+23.5% | Added |
| Advisor Group Holdings, Inc. | 204,292 | $1.57M | 0.00% | +17,488+9.4% | Added |
| Hourglass Capital, LLC | 193,824 | $1.49M | 0.29% | −3,699−1.9% | Reduced |
| Aviance Capital Partners, LLC | 187,284 | $1.44M | 0.15% | −12,240−6.1% | Reduced |
| Advisory Services Network, LLC | 149,412 | $1.15M | 0.01% | +24,146+19.3% | Added |
| RSM US Wealth Management LLC | 138,875 | $1.07M | 0.01% | +37,595+37.1% | Added |
| Horizon Kinetics Asset Management LLC | 118,450 | $908.5K | 0.01% | −858−0.7% | Reduced |
| Sigma Planning Corp | 113,279 | $868.8K | 0.02% | +15,306+15.6% | Added |
| Melfa Wealth Management, LLC | 107,219 | $822.4K | 0.44% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 106,834 | $819.0K | 0.00% | −10,835−9.2% | Reduced |
| Janney Montgomery Scott LLC | 94,512 | $725.0K | 0.00% | −5,277−5.3% | Reduced |
| Kestra Advisory Services, LLC | 87,957 | $674.6K | 0.00% | −13,802−13.6% | Reduced |
| CastleKnight Management LP | 87,400 | $670.4K | 0.02% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 75,620 | $580.0K | 0.19% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 73,895 | $566.8K | 0.25% | 00.0% | Unchanged |
| First Trust Advisors LP | 72,748 | $558.0K | 0.00% | −1,117−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 71,605 | $549.2K | 0.02% | −850−1.2% | Reduced |
| Gill Capital Partners, LLC | 69,043 | $529.6K | 0.14% | −930−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 68,718 | $527.1K | 0.00% | +12,638+22.5% | Added |
| Edgemoor Investment Advisors, Inc. | 68,421 | $524.8K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 68,111 | $522.4K | 0.01% | −35,395−34.2% | Reduced |
| Cerity Partners LLC | 64,526 | $494.9K | 0.00% | −10,000−13.4% | Reduced |
| Seelaus Asset Management LLC | 63,592 | $487.8K | 0.34% | +2,684+4.4% | Added |
| Independent Financial Group, LLC | 63,591 | $487.7K | 0.01% | −17,062−21.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,823 | $481.9K | 0.00% | +7,273+13.1% | Added |
| Virtus Investment Advisers, Inc. | 57,539 | $441.3K | 0.10% | −16,826−22.6% | Reduced |
| World Equity Group, Inc. | 57,298 | $439.5K | 0.10% | +5,605+10.8% | Added |
| Stifel Financial Corp | 56,669 | $434.6K | 0.00% | −6,096−9.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 54,980 | $421.7K | 0.16% | +9,199+20.1% | Added |
| Oppenheimer & Co Inc | 54,139 | $415.2K | 0.00% | +4,784+9.7% | Added |
| Collar Capital Management, LLC | 53,397 | $409.6K | 0.24% | −986−1.8% | Reduced |
| New England Private Wealth Advisors LLC | 52,431 | $401.1K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 47,474 | $364.1K | 0.01% | +13,106+38.1% | Added |
| Yakira Capital Management, Inc. | 47,378 | $363.4K | 0.11% | −30,400−39.1% | Reduced |
| Colony Group, LLC | 45,443 | $348.6K | 0.00% | +1,005+2.3% | Added |
| Coquina Private Wealth LLC | 44,304 | $339.8K | 0.23% | −102−0.2% | Reduced |
| Global Retirement Partners, LLC | 43,816 | $336.1K | 0.01% | +43,816 | New |
| Calamos Advisors LLC | 43,300 | $332.1K | 0.00% | +2,886+7.1% | Added |
| Conning Inc. | 43,050 | $330.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 41,800 | $320.6K | 0.00% | +18,613+80.3% | Added |
| Concurrent Investment Advisors, LLC | 41,091 | $315.2K | 0.00% | +1,509+3.8% | Added |
| Koshinski Asset Management, Inc. | 40,838 | $313.2K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 40,349 | $309.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 37,000 | $283.8K | 0.01% | −3,500−8.6% | Reduced |
| Geneos Wealth Management Inc. | 36,442 | $279.5K | 0.01% | +35,830+5,854.6% | Added |
| E&G Advisors, LP | 35,659 | $273.5K | 0.05% | −70−0.2% | Reduced |
| Calton & Associates, Inc. | 33,125 | $254.1K | 0.04% | +1,680+5.3% | Added |
| Closed-End Fund Advisors, Inc. | 32,942 | $252.7K | 0.25% | +561+1.7% | Added |
| City of London Investment Management Co Ltd | 32,520 | $249.4K | 0.02% | −351,620−91.5% | Reduced |
| Integrated Wealth Concepts LLC | 31,319 | $240.2K | 0.00% | −384−1.2% | Reduced |
| Blueline Advisors LLC | 30,870 | $238.0K | 0.16% | +1,346+4.6% | Added |
| HBK Sorce Advisory LLC | 30,119 | $232.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 29,367 | $225.2K | 0.00% | +31+0.1% | Added |
| Private Advisor Group, LLC | 29,157 | $223.6K | 0.00% | −35,993−55.2% | Reduced |
| Boothbay Fund Management, LLC | 28,766 | $220.6K | 0.00% | +12,286+74.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,669 | $213.9K | 0.00% | +9,631+53.4% | Added |
| Beacon Pointe Advisors, LLC | 26,598 | $204.0K | 0.00% | +1,350+5.3% | Added |
| M Holdings Securities, Inc. | 26,139 | $200.0K | 0.03% | +26,139 | New |
| Sheets Smith Wealth Management | 26,010 | $199.5K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 23,924 | $183.5K | 0.04% | 00.0% | Unchanged |