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 |
|---|---|---|---|---|---|
| National Bank of Canada | 141 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Bellevue Asset Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 955 | $9.00K | 0.00% | +16+1.7% | Added |
| Herold Advisors, Inc. | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Focused Wealth Management, Inc | 1,133 | $11.0K | 0.00% | +13+1.2% | Added |
| Pinnacle Financial Partners Inc | 1,280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,530 | $15.0K | 0.00% | +1,530 | 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 |
| Geneos Wealth Management Inc. | 2,727 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3,500 | $35.0K | 0.01% | −4,000−53.3% | Reduced |
| Stonebridge Capital Advisors LLC | 4,132 | $41.0K | 0.00% | +4,132 | New |
| Huntington National Bank | – | $51.0K | 0.00% | – | New |
| Optimum Investment Advisors | 5,700 | $57.0K | 0.02% | −500−8.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,344 | $74.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,618 | $76.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,296 | $83.0K | 0.00% | +67+0.8% | Added |
| Jaffetilchin Investment Partners, LLC | 10,853 | $91.0K | 0.01% | +251+2.4% | Added |
| F3Logic, LLC | 10,000 | $100.0K | 0.01% | +10,000 | New |
| Ieq Capital, LLC | 10,378 | $104.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 10,598 | $106.0K | 0.02% | 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 |
| Synovus Financial Corp | 11,062 | $111.0K | 0.00% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 11,307 | $113.0K | 0.05% | +129+1.2% | Added |
| National Asset Management, Inc. | 11,358 | $114.0K | 0.00% | +125+1.1% | Added |
| First Trust Advisors LP | 11,530 | $115.0K | 0.00% | +291+2.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,600 | $117.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,820 | $118.0K | 0.00% | +1,023+9.5% | Added |
| Citadel Advisors LLC | 12,122 | $121.0K | 0.00% | +12,122 | New |
| Spire Wealth Management | 12,575 | $126.0K | 0.00% | +53+0.4% | Added |
| Founders Financial Alliance, LLC | 12,687 | $127.0K | 0.06% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 12,943 | $130.0K | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 13,156 | $132.0K | 0.00% | +13,156 | New |
| Ledge Wealth Management, Inc. | 13,480 | $135.0K | 0.08% | +13,480 | New |
| M Holdings Securities, Inc. | 13,992 | $140.0K | 0.01% | +13,992 | New |
| Integrated Wealth Concepts LLC | 14,450 | $145.0K | 0.00% | +1,250+9.5% | Added |
| 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 |
| Cerity Partners LLC | 20,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,290 | $203.0K | 0.01% | +20,290 | New |
| Lumature Wealth Partners, LLC | 20,446 | $205.0K | 0.08% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 20,867 | $209.0K | 0.02% | +7,244+53.2% | Added |
| Gill Capital Partners, LLC | 21,469 | $215.0K | 0.09% | +21,469 | New |
| Raymond James Financial Services Advisors, Inc. | 21,683 | $217.0K | 0.00% | −1,077−4.7% | Reduced |
| Pathstone Family Office, LLC | 22,657 | $227.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 23,119 | $231.0K | 0.06% | −1,117−4.6% | Reduced |
| Advisory Services Network, LLC | 23,265 | $233.0K | 0.01% | +3,570+18.1% | Added |
| AE Wealth Management LLC | 24,300 | $243.0K | 0.00% | +24,300 | New |
| Atria Wealth Solutions, Inc. | 24,500 | $245.0K | 0.00% | +24,500 | New |
| HighTower Advisors, LLC | 26,640 | $267.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 26,852 | $269.0K | 0.01% | +16,552+160.7% | Added |
| Foundations Investment Advisors, LLC | 27,664 | $274.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 29,462 | $295.0K | 0.05% | −2,537−7.9% | Reduced |
| Congress Park Capital LLC | 30,000 | $300.0K | 0.15% | −37,500−55.6% | Reduced |
| Rockefeller Capital Management L.P. | 30,297 | $303.0K | 0.00% | +94+0.3% | Added |
| Advisor Group Holdings, Inc. | 31,489 | $315.0K | 0.00% | −35,278−52.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,650 | $317.0K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 32,000 | $320.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 32,862 | $329.0K | 0.02% | +4,082+14.2% | Added |
| Kovack Advisors, Inc. | 37,700 | $377.0K | 0.04% | −900−2.3% | Reduced |
| Loomis Sayles & Co L P | 43,648 | $437.0K | 0.00% | −118,002−73.0% | Reduced |
| Virtus ETF Advisers LLC | 47,296 | $473.0K | 0.21% | +4,036+9.3% | Added |
| Wedbush Securities Inc | 47,360 | $474.0K | 0.02% | +960+2.1% | Added |
| Samalin Investment Counsel, LLC | 53,480 | $535.0K | 0.32% | +4,322+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 53,679 | $537.0K | 0.00% | +3,284+6.5% | Added |
| Conning Inc. | 54,000 | $541.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 57,813 | $579.0K | 0.01% | +1,000+1.8% | Added |
| Sit Investment Associates Inc | 57,968 | $580.0K | 0.02% | −147,177−71.7% | Reduced |
| GWM Advisors LLC | 63,577 | $637.0K | 0.01% | −18,535−22.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,585 | $657.0K | 0.00% | +8,598+15.1% | Added |
| Edgemoor Investment Advisors, Inc. | 69,819 | $699.0K | 0.07% | −100−0.1% | Reduced |
| Lindbrook Capital, LLC | 73,996 | $741.0K | 0.11% | −754−1.0% | Reduced |
| Calton & Associates, Inc. | 87,718 | $878.0K | 0.26% | +31,249+55.3% | Added |
| Seelaus Asset Management LLC | 90,056 | $901.0K | 0.54% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 104,672 | $1.05M | 0.09% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 110,493 | $1.11M | 0.42% | −96,157−46.5% | Reduced |
| Thrivent Financial for Lutherans | 111,681 | $1.13M | 0.00% | −9,582−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 119,029 | $1.19M | 0.00% | −39,900−25.1% | Reduced |
| Investment Management Associates Inc | 163,466 | $1.64M | 0.73% | 00.0% | Unchanged |
| RFG Advisory, LLC | 236,767 | $2.37M | 0.15% | −9,560−3.9% | Reduced |
| Capital Investment Advisors, LLC | 268,895 | $2.69M | 0.08% | −435,858−61.8% | Reduced |
| Raymond James & Associates | 308,473 | $3.09M | 0.00% | −25,001−7.5% | Reduced |
| Byrne Asset Management LLC | 331,584 | $3.32M | 2.07% | +62,994+23.5% | Added |
| Baird Financial Group, Inc. | 379,475 | $3.80M | 0.01% | +1,255+0.3% | Added |
| Eaton Vance Management | 387,184 | $3.88M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 408,693 | $4.09M | 0.02% | +324,811+387.2% | Added |
| Cohen & Steers, Inc. | 430,000 | $4.30M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 434,224 | $4.35M | 0.00% | +118,746+37.6% | Added |
| Goldman Sachs Group Inc | 504,947 | $5.05M | 0.00% | +66,483+15.2% | Added |
| Royal Bank of Canada | 597,097 | $5.98M | 0.00% | +35,770+6.4% | Added |
| Invesco Ltd. | 743,108 | $7.44M | 0.00% | −256,057−25.6% | Reduced |
| UBS Group AG | 842,439 | $8.43M | 0.00% | +13,307+1.6% | Added |
| Guggenheim Capital LLC | 901,376 | $9.02M | 0.05% | +176,434+24.3% | Added |
| Penserra Capital Management LLC | 1,088,132 | $10.9M | 0.26% | −184,909−14.5% | Reduced |
| Morgan Stanley | 1,122,896 | $11.2M | 0.00% | +219,480+24.3% | Added |
| Bank of America Corp | 1,534,624 | $15.4M | 0.00% | −222,090−12.6% | Reduced |
| Wells Fargo & Company | 1,825,172 | $18.3M | 0.00% | +126,725+7.5% | Added |
| LPL Financial LLC | 2,245,712 | $22.5M | 0.02% | +373,094+19.9% | Added |