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 2024
Institutional positions in Nuveen Floating Rate Income Fund as of Mar 31, 2024. 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
- 175
- −1 vs. Q4 2023
- Shares held
- 38.6M
- −2.34M (−5.7%) vs. Q4 2023
- Total value
- $336.7M
- +$327.0K (+0.1%) vs. Q4 2023
- New holders
- 25
- 55 more added
- Sold out
- 26
- 52 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 22,568 | $197.0K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 22,108 | $193.0K | 0.02% | −2,641−10.7% | Reduced |
| Jones Road Capital Management, L.P. | 21,340 | $186.3K | 0.17% | +15+0.1% | Added |
| Prudential Financial Inc | 21,210 | $185.2K | 0.00% | +21,210 | New |
| HighTower Advisors, LLC | 20,905 | $182.0K | 0.00% | −307−1.4% | Reduced |
| Klingman & Associates, LLC | 20,143 | $175.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 19,850 | $173.3K | 0.07% | −5,875−22.8% | Reduced |
| InterOcean Capital Group, LLC | 19,520 | $170.4K | 0.00% | +19,520 | New |
| Wetherby Asset Management Inc | 19,382 | $169.2K | 0.01% | +19,382 | New |
| Investment Advisory Group, LLC | 17,999 | $157.1K | 0.06% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 17,783 | $155.2K | 0.01% | −789−4.2% | Reduced |
| Snowden Capital Advisors LLC | 17,342 | $152.9K | 0.00% | +3,000+20.9% | Added |
| Ameritas Advisory Services, LLC | 17,526 | $152.7K | 0.01% | +17,526 | New |
| QSV Equity Investors LLC | 16,576 | $144.7K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 17,237 | $141.7K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 15,920 | $139.0K | 0.02% | +15,920 | New |
| Drive Wealth Management, LLC | 15,446 | $136.2K | 0.04% | −65−0.4% | Reduced |
| Transform Wealth, LLC | 15,447 | $136.2K | 0.01% | +67+0.4% | Added |
| Camelot Portfolios, LLC | 15,531 | $135.6K | 0.13% | 00.0% | Unchanged |
| Wintrust Investments LLC | 15,399 | $134.0K | 0.01% | +443+3.0% | Added |
| Bank of New York Mellon Corp | 14,646 | $127.9K | 0.00% | +14,646 | New |
| MGB Wealth Management, LLC | 14,599 | $127.4K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,352 | $125.3K | 0.02% | −749−5.0% | Reduced |
| Mercer Global Advisors Inc | 13,640 | $119.0K | 0.00% | +13,640 | New |
| First Financial Bankshares Inc | 13,481 | $117.7K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 13,070 | $114.1K | 0.07% | −1,500−10.3% | Reduced |
| CWA Asset Management Group, LLC | 13,029 | $113.7K | 0.01% | +384+3.0% | Added |
| IFG Advisory, LLC | 12,333 | $107.7K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,225 | $106.7K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,950 | $104.3K | 0.01% | +11,950 | New |
| Samalin Investment Counsel, LLC | 11,905 | $103.9K | 0.05% | +11,905 | New |
| Cullen/Frost Bankers, Inc. | 11,840 | $103.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,741 | $102.5K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,542 | $100.8K | 0.01% | +228+2.0% | Added |
| Susquehanna International Group, LLP | 10,954 | $95.6K | 0.00% | +10,954 | New |
| Csenge Advisory Group | 10,902 | $95.2K | 0.01% | +10,902 | New |
| Westchester Capital Management, LLC | 10,765 | $94.0K | 0.00% | +10,765 | New |
| Ieq Capital, LLC | 10,610 | $92.6K | 0.00% | +10.0% | Added |
| Mariner, LLC | 10,517 | $91.8K | 0.00% | −1,684−13.8% | Reduced |
| True North Advisors, LLC | 10,473 | $91.4K | 0.03% | +10,473 | New |
| Cary Street Partner Investment Advisory LLC | 10,432 | $91.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,196 | $89.0K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,087 | $88.1K | 0.01% | +10,087 | New |
| The PNC Financial Services Group, Inc. | 10,024 | $87.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,223 | $80.5K | 0.00% | +110+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 5,120 | $44.7K | 0.00% | −3,650−41.6% | Reduced |
| Signaturefd, LLC | 5,004 | $43.7K | 0.00% | +98+2.0% | Added |
| Barrett & Company, Inc. | 4,499 | $39.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,467 | $39.0K | 0.00% | +860+23.8% | Added |
| Zazove Associates LLC | 4,387 | $38.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,341 | $37.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,557 | $31.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,400 | $29.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,300 | $29.0K | 0.00% | −5,700−63.3% | Reduced |
| ICA Group Wealth Management, LLC | 3,000 | $26.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,691 | $23.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,558 | $22.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,865 | $16.3K | 0.00% | +1,865 | New |
| Global Retirement Partners, LLC | 1,714 | $15.0K | 0.00% | +34+2.0% | Added |
| CWM, LLC | 1,550 | $14.0K | 0.00% | −2,415−60.9% | Reduced |
| Bogart Wealth, LLC | 1,578 | $13.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,500 | $13.1K | 0.01% | +125+9.1% | Added |
| Geneos Wealth Management Inc. | 1,220 | $10.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.01% | +1,200 | New |
| Macroview Investment Management LLC | 700 | $6.11K | 0.01% | +700 | New |
| Venturi Wealth Management, LLC | 600 | $5.24K | 0.00% | −1,800−75.0% | Reduced |
| Beacon Capital Management, LLC | 470 | $4.10K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 188 | $1.64K | 0.00% | −23,154−99.2% | Reduced |
| Assetmark, Inc | 132 | $1.15K | 0.00% | −125−48.6% | Reduced |
| Lindbrook Capital, LLC | 120 | $1.05K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 116 | $1.01K | 0.00% | +116 | New |
| IFP Advisors, Inc | 56 | $489 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| FMR LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −930,858−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −242,798−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −68,995−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −67,555−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −54,529−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −52,418−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −46,813−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −39,481−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,044−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,268−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,631−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −16,996−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,727−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,375−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,358−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,128−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,736−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −11,629−100.0% | Sold out |
| GSG Advisors LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −958−100.0% | Sold out |