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 2022
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 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
- 94
- −6 vs. Q1 2022
- Shares held
- 19.1M
- +2.10M (+12.3%) vs. Q1 2022
- Total value
- $159.3M
- −$10.6M (−6.2%) vs. Q1 2022
- New holders
- 11
- 34 more added
- Sold out
- 17
- 20 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 141 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $8.00K | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 973 | $8.00K | 0.00% | +18+1.9% | Added |
| Focused Wealth Management, Inc | 1,154 | $10.0K | 0.00% | +21+1.9% | Added |
| Pinnacle Financial Partners Inc | 1,280 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,650 | $14.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,925 | $16.0K | 0.00% | +1,925 | New |
| Allworth Financial LP | 2,000 | $17.0K | 0.00% | +2,000 | New |
| Geneos Wealth Management Inc. | 2,727 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,132 | $34.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,700 | $48.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 6,556 | $55.0K | 0.00% | −6,019−47.9% | Reduced |
| CoreFirst Bank & Trust | 7,048 | $59.0K | 0.05% | −570−7.5% | Reduced |
| American Portfolios Advisors | 7,398 | $61.7K | 0.00% | −898−10.8% | Reduced |
| Ieq Capital, LLC | 10,378 | $87.0K | 0.00% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 10,700 | $89.0K | 0.10% | +10,700 | New |
| Synovus Financial Corp | 11,062 | $92.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,021 | $92.0K | 0.00% | +36+0.3% | Added |
| Stifel Financial Corp | 11,820 | $98.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,600 | $105.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,687 | $106.0K | 0.05% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 12,943 | $108.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 11,665 | $108.0K | 0.00% | +11,665 | New |
| Bluefin Capital Management, LLC | 13,545 | $113.0K | 0.02% | +13,545 | New |
| M Holdings Securities, Inc. | 14,050 | $117.0K | 0.01% | +58+0.4% | Added |
| Integrated Wealth Concepts LLC | 14,450 | $121.0K | 0.00% | 00.0% | Unchanged |
| F3Logic, LLC | 17,051 | $142.0K | 0.02% | +7,051+70.5% | Added |
| Western Wealth Management, LLC | 18,566 | $156.0K | 0.01% | −1,724−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,287 | $161.0K | 0.00% | −2,396−11.1% | Reduced |
| Investment Advisory Group, LLC | 19,464 | $162.0K | 0.11% | +27+0.1% | Added |
| Cerity Partners LLC | 20,000 | $167.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 20,346 | $170.0K | 0.00% | +8,816+76.5% | Added |
| AE Wealth Management LLC | 22,300 | $186.0K | 0.00% | −2,000−8.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 22,800 | $190.0K | 0.06% | −319−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,814 | $199.0K | 0.00% | −7,836−24.8% | Reduced |
| Atria Wealth Solutions, Inc. | 24,500 | $204.0K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 21,469 | $215.0K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 27,664 | $230.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 29,462 | $246.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,640 | $247.0K | 0.00% | +3,000+11.3% | Added |
| Congress Park Capital LLC | 30,000 | $250.0K | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,389 | $253.0K | 0.00% | +92+0.3% | Added |
| Sheets Smith Wealth Management | 32,000 | $267.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 32,153 | $268.0K | 0.03% | +11,286+54.1% | Added |
| Lumature Wealth Partners, LLC | 33,000 | $275.0K | 0.12% | +12,554+61.4% | Added |
| CoreCap Advisors, LLC | 33,121 | $276.0K | 0.02% | +259+0.8% | Added |
| Sigma Planning Corp | 33,194 | $277.0K | 0.01% | +6,342+23.6% | Added |
| Advisory Services Network, LLC | 36,892 | $308.0K | 0.01% | +13,627+58.6% | Added |
| Northwestern Mutual Wealth Management Co | 38,343 | $320.0K | 0.00% | −15,336−28.6% | Reduced |
| Kovack Advisors, Inc. | 38,600 | $322.0K | 0.04% | +900+2.4% | Added |
| Wedbush Securities Inc | 45,360 | $378.0K | 0.02% | −2,000−4.2% | Reduced |
| Sit Investment Associates Inc | 45,549 | $380.0K | 0.01% | −12,419−21.4% | Reduced |
| Lloyd Park, LLC | 46,217 | $388.0K | 0.41% | +46,217 | New |
| OTA Financial Group L.P. | 46,930 | $391.0K | 0.19% | +46,930 | New |
| Conning Inc. | 54,000 | $450.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 54,625 | $456.0K | 0.01% | −3,188−5.5% | Reduced |
| Virtus ETF Advisers LLC | 55,675 | $464.0K | 0.17% | +8,379+17.7% | Added |
| Samalin Investment Counsel, LLC | 60,186 | $502.0K | 0.35% | +6,706+12.5% | Added |
| GWM Advisors LLC | 65,200 | $544.0K | 0.01% | +1,623+2.6% | Added |
| Landscape Capital Management, L.L.C. | 69,080 | $576.0K | 0.08% | +69,080 | New |
| Edgemoor Investment Advisors, Inc. | 69,819 | $582.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 74,288 | $620.0K | 0.10% | +292+0.4% | Added |
| CIBC World Markets Inc. | 75,725 | $632.0K | 0.00% | +75,725 | New |
| Cambridge Investment Research Advisors, Inc. | 76,722 | $640.0K | 0.00% | +11,137+17.0% | Added |
| Seelaus Asset Management LLC | 90,056 | $751.0K | 0.56% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 110,672 | $923.0K | 0.09% | +6,000+5.7% | Added |
| Thrivent Financial for Lutherans | 111,801 | $938.0K | 0.00% | +120+0.1% | Added |
| Commonwealth Equity Services, LLC | 119,818 | $999.0K | 0.00% | +789+0.7% | Added |
| Advisor Group Holdings, Inc. | 145,278 | $1.21M | 0.00% | +113,789+361.4% | Added |
| Investment Management Associates Inc | 163,466 | $1.45M | 0.62% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 194,113 | $1.62M | 0.79% | +83,620+75.7% | Added |
| Raymond James & Associates | 240,774 | $2.01M | 0.00% | −67,699−21.9% | Reduced |
| Capital Investment Advisors, LLC | 241,534 | $2.01M | 0.07% | −27,361−10.2% | Reduced |
| RFG Advisory, LLC | 259,460 | $2.30M | 0.13% | +22,693+9.6% | Added |
| Ameriprise Financial Inc | 306,204 | $2.56M | 0.00% | −128,020−29.5% | Reduced |
| Advisors Asset Management, Inc. | 371,169 | $3.10M | 0.06% | +371,169 | New |
| Baird Financial Group, Inc. | 381,407 | $3.18M | 0.01% | +1,932+0.5% | Added |
| Janney Montgomery Scott LLC | 391,652 | $3.27M | 0.01% | −17,041−4.2% | Reduced |
| Cohen & Steers, Inc. | 430,000 | $3.59M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 504,947 | $4.21M | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 535,619 | $4.47M | 3.30% | +204,035+61.5% | Added |
| Royal Bank of Canada | 630,600 | $5.26M | 0.00% | +33,503+5.6% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 725,061 | $6.05M | 0.07% | +725,061 | New |
| Eaton Vance Management | 773,368 | $6.45M | 0.01% | +386,184+99.7% | Added |
| UBS Group AG | 834,676 | $6.96M | 0.00% | −7,763−0.9% | Reduced |
| Invesco Ltd. | 948,396 | $7.91M | 0.00% | +205,288+27.6% | Added |
| Guggenheim Capital LLC | 1,006,124 | $8.39M | 0.07% | +104,748+11.6% | Added |
| Morgan Stanley | 1,063,610 | $8.87M | 0.00% | −59,286−5.3% | Reduced |
| Penserra Capital Management LLC | 1,070,345 | $8.93M | 0.24% | −17,787−1.6% | Reduced |
| Bank of America Corp | 1,448,017 | $12.1M | 0.00% | −86,607−5.6% | Reduced |
| Wells Fargo & Company | 1,958,192 | $16.3M | 0.01% | +133,020+7.3% | Added |
| LPL Financial LLC | 2,328,218 | $19.4M | 0.02% | +82,506+3.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −87,718−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −43,648−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −22,657−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −19,579−100.0% | Sold out |
| Ledge Wealth Management, Inc. | 0 | $0 | 0.00% | −13,480−100.0% | Sold out |