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 $458.0M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 2021. 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
- 105
- +10 vs. Q1 2021
- Shares held
- 21.5M
- −2.88M (−11.8%) vs. Q1 2021
- Total value
- $215.3M
- −$20.1M (−8.5%) vs. Q1 2021
- New holders
- 18
- 39 more added
- Sold out
- 8
- 20 more reduced
Compare with Q1 2021: 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 | $458.0M |
| Q1 2026 | 187 | $450.4M |
| Q4 2025 | 190 | $455.8M |
| Q3 2025 | 177 | $440.8M |
| Q2 2025 | 170 | $467.3M |
| Q1 2025 | 173 | $470.0M |
| Q4 2024 | 164 | $319.8M |
| Q3 2024 | 161 | $314.0M |
| Q2 2024 | 172 | $312.6M |
| Q1 2024 | 175 | $336.7M |
| Q4 2023 | 178 | $336.4M |
| Q3 2023 | 171 | $335.0M |
| 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 | $179.6M |
| Q3 2021 | 102 | $187.8M |
| Q2 2021 | 105 | $215.3M |
| Q1 2021 | 95 | $235.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 72 | $1.00K | 0.00% | +72 | New |
| Newbridge Financial Services Group, Inc. | 98 | $1.00K | 0.00% | +98 | New |
| FourThought Financial, LLC | 256 | $2.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 310 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 618 | $6.00K | 0.00% | +618 | New |
| SOA Wealth Advisors, LLC. | 907 | $9.00K | 0.00% | +16+1.8% | Added |
| Fifth Third Bancorp | 853 | $9.00K | 0.00% | +853 | New |
| Barrett Asset Management, LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zazove Associates LLC | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Focused Wealth Management, Inc | 1,076 | $11.0K | 0.00% | +20+1.9% | Added |
| Geneos Wealth Management Inc. | 1,220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 1,280 | $13.0K | 0.00% | +1,280 | New |
| Ford Financial Group, LLC | 1,500 | $15.0K | 0.01% | +1,500 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,650 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,444 | $44.0K | 0.00% | +3,344+304.0% | Added |
| CoreFirst Bank & Trust | 5,298 | $53.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,536 | $65.5K | 0.00% | +6,536 | New |
| Harbour Investments, Inc. | 6,715 | $67.0K | 0.00% | +31+0.5% | Added |
| Clean Yield Group | 7,500 | $75.0K | 0.03% | +7,500 | New |
| Citigroup Inc | 8,754 | $88.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10,182 | $102.0K | 0.01% | +182+1.8% | Added |
| Foresight Wealth Management, LLC | 10,739 | $108.0K | 0.05% | +191+1.8% | Added |
| Synovus Financial Corp | 11,062 | $111.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,095 | $112.0K | 0.00% | +101+0.9% | Added |
| Stifel Financial Corp | 11,297 | $113.0K | 0.00% | −1,000−8.1% | Reduced |
| Cetera Advisor Networks LLC | 11,900 | $119.0K | 0.00% | +11,900 | New |
| Private Advisor Group, LLC | 11,918 | $119.0K | 0.00% | +11,918 | New |
| Spire Wealth Management | 12,496 | $125.0K | 0.00% | +450+3.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,600 | $126.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,687 | $127.0K | 0.06% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 13,178 | $132.0K | 0.01% | +6,945+111.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,586 | $136.0K | 0.00% | +7,836+136.3% | Added |
| First Trust Advisors LP | 14,741 | $148.0K | 0.00% | +474+3.3% | Added |
| Truist Financial Corp | 15,702 | $157.0K | 0.00% | −21,800−58.1% | Reduced |
| Oppenheimer & Co Inc | 15,907 | $159.0K | 0.00% | +66+0.4% | Added |
| Telemus Capital, LLC | 16,958 | $170.0K | 0.01% | −215−1.3% | Reduced |
| Integrated Capital Management, Inc. | 17,026 | $170.0K | 0.13% | +1,919+12.7% | Added |
| Jane Street Group, LLC | 19,019 | $191.0K | 0.00% | +19,019 | New |
| Advisory Services Network, LLC | 19,557 | $196.0K | 0.01% | +69+0.4% | Added |
| Lumature Wealth Partners, LLC | 20,446 | $205.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,658 | $207.0K | 0.02% | +70+0.3% | Added |
| Pathstone Family Office, LLC | 22,657 | $227.0K | 0.01% | +22,657 | New |
| Shulman DeMeo Asset Management LLC | 24,764 | $248.0K | 0.10% | +24,764 | New |
| Ieq Capital, LLC | 25,992 | $260.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,904 | $260.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 26,010 | $261.0K | 0.08% | −6,200−19.2% | Reduced |
| HighTower Advisors, LLC | 26,640 | $267.0K | 0.00% | −535−2.0% | Reduced |
| Cetera Advisors LLC | 27,530 | $276.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,066 | $280.0K | 0.00% | −2,391−7.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,593 | $286.0K | 0.00% | −339−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 29,769 | $298.0K | 0.01% | +907+3.1% | Added |
| Aviance Capital Partners, LLC | 31,999 | $321.0K | 0.06% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 32,800 | $329.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 33,325 | $333.0K | 0.06% | +33,325 | New |
| Kovack Advisors, Inc. | 40,069 | $401.0K | 0.05% | +1,700+4.4% | Added |
| Wedbush Securities Inc | 40,700 | $408.0K | 0.02% | +3,000+8.0% | Added |
| Congress Park Capital LLC | 45,000 | $451.0K | 0.23% | +45,000 | New |
| Clough Capital Partners L P | 47,614 | $477.0K | 0.03% | −25,630−35.0% | Reduced |
| Cohen & Steers, Inc. | 50,000 | $501.0K | 0.00% | +50,000 | New |
| Samalin Investment Counsel, LLC | 50,884 | $510.0K | 0.33% | −15,420−23.3% | Reduced |
| Virtus ETF Advisers LLC | 51,821 | $519.0K | 0.21% | +14,649+39.4% | Added |
| Conning Inc. | 54,000 | $541.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 55,582 | $557.0K | 0.00% | +1,717+3.2% | Added |
| Koshinski Asset Management, Inc. | 58,537 | $587.0K | 0.07% | −28,850−33.0% | Reduced |
| Kestra Advisory Services, LLC | 63,778 | $639.0K | 0.01% | +626+1.0% | Added |
| Edgemoor Investment Advisors, Inc. | 82,862 | $830.0K | 0.08% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 92,006 | $922.0K | 0.54% | +76+0.1% | Added |
| Park Avenue Securities LLC | 96,516 | $967.0K | 0.02% | +4,891+5.3% | Added |
| Envestnet Asset Management Inc | 97,785 | $980.0K | 0.00% | +5,859+6.4% | Added |
| Commonwealth Equity Services, LLC | 99,786 | $999.0K | 0.00% | +1,785+1.8% | Added |
| Shaker Financial Services, LLC | 106,540 | $1.07M | 0.40% | +66,163+163.9% | Added |
| Wela Strategies, Inc. | 109,432 | $1.10M | 0.58% | +2,727+2.6% | Added |
| 6 Meridian | 116,242 | $1.17M | 0.09% | +116,242 | New |
| Thrivent Financial for Lutherans | 121,263 | $1.22M | 0.00% | −17,039−12.3% | Reduced |
| Mariner Investment Group LLC | 125,986 | $1.26M | 2.77% | −116,187−48.0% | Reduced |
| Mid Atlantic Financial Management Inc | 128,300 | $1.29M | 0.09% | +11,500+9.8% | Added |
| Advisors Asset Management, Inc. | 163,970 | $1.64M | 0.02% | −408−0.2% | Reduced |
| Investment Management Associates Inc | 180,000 | $1.80M | 0.96% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 180,145 | $1.80M | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 236,650 | $2.37M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 249,089 | $2.50M | 0.00% | −12,708−4.9% | Reduced |
| RFG Advisory, LLC | 252,550 | $2.53M | 0.23% | +1,002+0.4% | Added |
| Ameriprise Financial Inc | 273,096 | $2.74M | 0.00% | +3,091+1.1% | Added |
| Next Capital Management LLC | 284,335 | $2.85M | 1.81% | −24,315−7.9% | Reduced |
| Baird Financial Group, Inc. | 318,293 | $3.19M | 0.01% | +7,927+2.6% | Added |
| Raymond James & Associates | 319,912 | $3.21M | 0.00% | +106,666+50.0% | Added |
| Eaton Vance Management | 387,184 | $3.88M | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 421,400 | $4.22M | 0.20% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 438,464 | $4.39M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 468,746 | $4.70M | 0.00% | +3,109+0.7% | Added |
| UBS Group AG | 499,255 | $5.00M | 0.00% | +67,626+15.7% | Added |
| Capital Investment Advisors, LLC | 649,557 | $6.51M | 0.22% | −7,399−1.1% | Reduced |
| Guggenheim Capital LLC | 651,958 | $6.53M | 0.04% | +48,665+8.1% | Added |
| Invesco Senior Secured Management Inc | 808,700 | $8.10M | 3.20% | 00.0% | Unchanged |
| Invesco Ltd. | 880,668 | $8.82M | 0.00% | +831,960+1,708.1% | Added |
| Morgan Stanley | 905,200 | $9.07M | 0.00% | −418,619−31.6% | Reduced |
| Lindbrook Capital, LLC | 1,323,703 | $13.3M | 2.96% | −3,120−0.2% | Reduced |