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, Q1 2022
Institutional positions in Nuveen Floating Rate Income Fund as of Mar 31, 2022. 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
- 100
- −3 vs. Q4 2021
- Shares held
- 17.0M
- −663.0K (−3.8%) vs. Q4 2021
- Total value
- $169.9M
- −$9.41M (−5.2%) vs. Q4 2021
- New holders
- 14
- 37 more added
- Sold out
- 17
- 22 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,245,712 | $22.5M | 0.02% | +373,094+19.9% | Added |
| Wells Fargo & Company | 1,825,172 | $18.3M | 0.00% | +126,725+7.5% | Added |
| Bank of America Corp | 1,534,624 | $15.4M | 0.00% | −222,090−12.6% | Reduced |
| Morgan Stanley | 1,122,896 | $11.2M | 0.00% | +219,480+24.3% | Added |
| Penserra Capital Management LLC | 1,088,132 | $10.9M | 0.26% | −184,909−14.5% | Reduced |
| Guggenheim Capital LLC | 901,376 | $9.02M | 0.05% | +176,434+24.3% | Added |
| UBS Group AG | 842,439 | $8.43M | 0.00% | +13,307+1.6% | Added |
| Invesco Ltd. | 743,108 | $7.44M | 0.00% | −256,057−25.6% | Reduced |
| Royal Bank of Canada | 597,097 | $5.98M | 0.00% | +35,770+6.4% | Added |
| Goldman Sachs Group Inc | 504,947 | $5.05M | 0.00% | +66,483+15.2% | Added |
| Ameriprise Financial Inc | 434,224 | $4.35M | 0.00% | +118,746+37.6% | Added |
| Cohen & Steers, Inc. | 430,000 | $4.30M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 408,693 | $4.09M | 0.02% | +324,811+387.2% | Added |
| Eaton Vance Management | 387,184 | $3.88M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 379,475 | $3.80M | 0.01% | +1,255+0.3% | Added |
| Byrne Asset Management LLC | 331,584 | $3.32M | 2.07% | +62,994+23.5% | Added |
| Raymond James & Associates | 308,473 | $3.09M | 0.00% | −25,001−7.5% | Reduced |
| Capital Investment Advisors, LLC | 268,895 | $2.69M | 0.08% | −435,858−61.8% | Reduced |
| RFG Advisory, LLC | 236,767 | $2.37M | 0.15% | −9,560−3.9% | Reduced |
| Investment Management Associates Inc | 163,466 | $1.64M | 0.73% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 119,029 | $1.19M | 0.00% | −39,900−25.1% | Reduced |
| Thrivent Financial for Lutherans | 111,681 | $1.13M | 0.00% | −9,582−7.9% | Reduced |
| Shaker Financial Services, LLC | 110,493 | $1.11M | 0.42% | −96,157−46.5% | Reduced |
| Koshinski Asset Management, Inc. | 104,672 | $1.05M | 0.09% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 90,056 | $901.0K | 0.54% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 87,718 | $878.0K | 0.26% | +31,249+55.3% | Added |
| Lindbrook Capital, LLC | 73,996 | $741.0K | 0.11% | −754−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 69,819 | $699.0K | 0.07% | −100−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,585 | $657.0K | 0.00% | +8,598+15.1% | Added |
| GWM Advisors LLC | 63,577 | $637.0K | 0.01% | −18,535−22.6% | Reduced |
| Sit Investment Associates Inc | 57,968 | $580.0K | 0.02% | −147,177−71.7% | Reduced |
| Cetera Advisors LLC | 57,813 | $579.0K | 0.01% | +1,000+1.8% | Added |
| Conning Inc. | 54,000 | $541.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 53,679 | $537.0K | 0.00% | +3,284+6.5% | Added |
| Samalin Investment Counsel, LLC | 53,480 | $535.0K | 0.32% | +4,322+8.8% | Added |
| Wedbush Securities Inc | 47,360 | $474.0K | 0.02% | +960+2.1% | Added |
| Virtus ETF Advisers LLC | 47,296 | $473.0K | 0.21% | +4,036+9.3% | Added |
| Loomis Sayles & Co L P | 43,648 | $437.0K | 0.00% | −118,002−73.0% | Reduced |
| Kovack Advisors, Inc. | 37,700 | $377.0K | 0.04% | −900−2.3% | Reduced |
| CoreCap Advisors, LLC | 32,862 | $329.0K | 0.02% | +4,082+14.2% | Added |
| Sheets Smith Wealth Management | 32,000 | $320.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31,650 | $317.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 31,489 | $315.0K | 0.00% | −35,278−52.8% | Reduced |
| Rockefeller Capital Management L.P. | 30,297 | $303.0K | 0.00% | +94+0.3% | Added |
| Congress Park Capital LLC | 30,000 | $300.0K | 0.15% | −37,500−55.6% | Reduced |
| Aviance Capital Partners, LLC | 29,462 | $295.0K | 0.05% | −2,537−7.9% | Reduced |
| Foundations Investment Advisors, LLC | 27,664 | $274.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 26,852 | $269.0K | 0.01% | +16,552+160.7% | Added |
| HighTower Advisors, LLC | 26,640 | $267.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 24,500 | $245.0K | 0.00% | +24,500 | New |
| AE Wealth Management LLC | 24,300 | $243.0K | 0.00% | +24,300 | New |
| Advisory Services Network, LLC | 23,265 | $233.0K | 0.01% | +3,570+18.1% | Added |
| Shulman DeMeo Asset Management LLC | 23,119 | $231.0K | 0.06% | −1,117−4.6% | Reduced |
| Pathstone Family Office, LLC | 22,657 | $227.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,683 | $217.0K | 0.00% | −1,077−4.7% | Reduced |
| Gill Capital Partners, LLC | 21,469 | $215.0K | 0.09% | +21,469 | New |
| B. Riley Wealth Management, Inc. | 20,867 | $209.0K | 0.02% | +7,244+53.2% | Added |
| Lumature Wealth Partners, LLC | 20,446 | $205.0K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,290 | $203.0K | 0.01% | +20,290 | New |
| Cerity Partners LLC | 20,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 19,437 | $196.0K | 0.12% | +80.0% | Added |
| Latitude Advisors, LLC | 19,579 | $196.0K | 0.04% | +6,578+50.6% | Added |
| Integrated Wealth Concepts LLC | 14,450 | $145.0K | 0.00% | +1,250+9.5% | Added |
| M Holdings Securities, Inc. | 13,992 | $140.0K | 0.01% | +13,992 | New |
| Ledge Wealth Management, Inc. | 13,480 | $135.0K | 0.08% | +13,480 | New |
| Millennium Management LLC | 13,156 | $132.0K | 0.00% | +13,156 | New |
| Glassy Mountain Advisors, Inc. | 12,943 | $130.0K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,687 | $127.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 12,575 | $126.0K | 0.00% | +53+0.4% | Added |
| Citadel Advisors LLC | 12,122 | $121.0K | 0.00% | +12,122 | New |
| Stifel Financial Corp | 11,820 | $118.0K | 0.00% | +1,023+9.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,600 | $117.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,530 | $115.0K | 0.00% | +291+2.6% | Added |
| National Asset Management, Inc. | 11,358 | $114.0K | 0.00% | +125+1.1% | Added |
| Foresight Wealth Management, LLC | 11,307 | $113.0K | 0.05% | +129+1.2% | Added |
| Synovus Financial Corp | 11,062 | $111.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,985 | $110.0K | 0.00% | +176+1.6% | Added |
| HRT Financial LP | 11,073 | $110.0K | 0.00% | +1,026+10.2% | Added |
| Amplius Wealth Advisors, LLC | 10,598 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,378 | $104.0K | 0.00% | 00.0% | Unchanged |
| F3Logic, LLC | 10,000 | $100.0K | 0.01% | +10,000 | New |
| Jaffetilchin Investment Partners, LLC | 10,853 | $91.0K | 0.01% | +251+2.4% | Added |
| American Portfolios Advisors | 8,296 | $83.0K | 0.00% | +67+0.8% | Added |
| CoreFirst Bank & Trust | 7,618 | $76.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 7,344 | $74.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,700 | $57.0K | 0.02% | −500−8.1% | Reduced |
| Huntington National Bank | – | $51.0K | 0.00% | – | New |
| Stonebridge Capital Advisors LLC | 4,132 | $41.0K | 0.00% | +4,132 | New |
| Clean Yield Group | 3,500 | $35.0K | 0.01% | −4,000−53.3% | Reduced |
| Geneos Wealth Management Inc. | 2,727 | $27.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,650 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,530 | $15.0K | 0.00% | +1,530 | New |
| Pinnacle Financial Partners Inc | 1,280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,133 | $11.0K | 0.00% | +13+1.2% | Added |
| Herold Advisors, Inc. | 1,000 | $10.0K | 0.00% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 955 | $9.00K | 0.00% | +16+1.7% | Added |
| Bellevue Asset Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| National Bank of Canada | 141 | $1.00K | 0.00% | 00.0% | Unchanged |