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 2024
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 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
- 172
- +1 vs. Q1 2024
- Shares held
- 36.1M
- −2.38M (−6.2%) vs. Q1 2024
- Total value
- $312.6M
- −$23.6M (−7.0%) vs. Q1 2024
- New holders
- 21
- 61 more added
- Sold out
- 20
- 49 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,193,404 | $44.9M | 0.00% | +68,337+1.3% | Added |
| LPL Financial LLC | 2,789,482 | $24.1M | 0.01% | +79,340+2.9% | Added |
| Bank of America Corp | 2,524,037 | $21.8M | 0.00% | +20,511+0.8% | Added |
| Invesco Ltd. | 1,796,913 | $15.5M | 0.00% | −373,565−17.2% | Reduced |
| Penserra Capital Management LLC | 1,589,454 | $13.7M | 0.17% | +35,322+2.3% | Added |
| Guggenheim Capital LLC | 1,411,158 | $12.2M | 0.09% | −10,659−0.7% | Reduced |
| Congress Park Capital LLC | 1,261,648 | $10.9M | 4.38% | +218,221+20.9% | Added |
| Wells Fargo & Company | 1,165,733 | $10.1M | 0.00% | −49,156−4.0% | Reduced |
| Royal Bank of Canada | 1,025,588 | $8.87M | 0.00% | −65,906−6.0% | Reduced |
| UBS Group AG | 945,601 | $8.18M | 0.00% | +32,938+3.6% | Added |
| Advisors Asset Management, Inc. | 930,767 | $8.05M | 0.16% | −56,007−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 925,255 | $8.00M | 0.01% | +65,785+7.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 759,380 | $6.57M | 2.30% | −97,935−11.4% | Reduced |
| Rockefeller Capital Management L.P. | 723,132 | $6.26M | 0.02% | +26,604+3.8% | Added |
| Cohen & Steers, Inc. | 676,052 | $5.85M | 0.01% | +30,000+4.6% | Added |
| Ameriprise Financial Inc | 603,771 | $5.21M | 0.00% | +68,440+12.8% | Added |
| Next Capital Management LLC | 544,590 | $4.71M | 1.99% | −29,919−5.2% | Reduced |
| Baird Financial Group, Inc. | 510,334 | $4.41M | 0.01% | −7,230−1.4% | Reduced |
| Envestnet Asset Management Inc | 480,753 | $4.16M | 0.00% | −363,291−43.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 476,469 | $4.12M | 0.32% | +59,019+14.1% | Added |
| Raymond James & Associates | 454,111 | $3.93M | 0.00% | −14,008−3.0% | Reduced |
| Coastal Bridge Advisors, LLC | 442,454 | $3.83M | 0.95% | +103,719+30.6% | Added |
| Pathstone Holdings, LLC | 382,144 | $3.31M | 0.01% | +216,704+131.0% | Added |
| RFG Advisory, LLC | 379,975 | $3.29M | 0.11% | −8,500−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 352,199 | $3.05M | 0.01% | −104,022−22.8% | Reduced |
| Commonwealth Equity Services, LLC | 350,091 | $3.03M | 0.00% | +55,313+18.8% | Added |
| Alpine Global Management, LLC | 350,000 | $3.03M | 0.53% | −35,000−9.1% | Reduced |
| Capital Investment Advisors, LLC | 288,516 | $2.50M | 0.06% | −15,134−5.0% | Reduced |
| International Assets Investment Management, LLC | 249,888 | $2.16M | 0.20% | −9,586−3.7% | Reduced |
| GraniteShares Advisors LLC | 237,310 | $2.05M | 0.68% | +29,596+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 236,695 | $2.05M | 0.01% | +18,028+8.2% | Added |
| Rivernorth Capital Management, LLC | 229,185 | $1.98M | 0.09% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 224,853 | $1.94M | 0.69% | +53,569+31.3% | Added |
| Kades & Cheifetz LLC | 209,296 | $1.81M | 1.14% | −8,509−3.9% | Reduced |
| GWM Advisors LLC | 205,750 | $1.78M | 0.01% | −3,213−1.5% | Reduced |
| Byrne Asset Management LLC | 202,100 | $1.74M | 1.25% | −9,050−4.3% | Reduced |
| 1607 Capital Partners, LLC | 198,197 | $1.71M | 0.15% | −110,800−35.9% | Reduced |
| Bank of Montreal | 173,267 | $1.60M | 0.00% | +34,235+24.6% | Added |
| Aviance Capital Partners, LLC | 168,219 | $1.46M | 0.21% | +6,456+4.0% | Added |
| Thrivent Financial for Lutherans | 146,451 | $1.27M | 0.00% | +15,018+11.4% | Added |
| Independent Financial Group, LLC | 140,762 | $1.22M | 0.05% | +11,417+8.8% | Added |
| Vivaldi Capital Management, LLC | 128,428 | $1.11M | 0.32% | −19,638−13.3% | Reduced |
| Mission Wealth Management, LP | 126,709 | $1.10M | 0.03% | −2,631−2.0% | Reduced |
| Melfa Wealth Management, LLC | 126,099 | $1.09M | 0.76% | +273+0.2% | Added |
| Horizon Kinetics Asset Management LLC | 120,524 | $1.04M | 0.02% | −307−0.3% | Reduced |
| Sanctuary Advisors, LLC | 118,648 | $1.02M | 0.01% | +118,648 | New |
| Natixis | 112,434 | $970.3K | 0.01% | −21,600−16.1% | Reduced |
| RSM US Wealth Management LLC | 109,658 | $959.1K | 0.02% | −3,102−2.8% | Reduced |
| Bramshill Investments, LLC | 104,274 | $902.0K | 0.10% | −2,366−2.2% | Reduced |
| Virtus ETF Advisers LLC | 104,105 | $900.5K | 0.44% | +27,878+36.6% | Added |
| Cetera Investment Advisers | 103,152 | $892.3K | 0.00% | −3,228−3.0% | Reduced |
| Gill Capital Partners, LLC | 100,381 | $868.3K | 0.34% | −2,386−2.3% | Reduced |
| Janney Montgomery Scott LLC | 87,830 | $760.0K | 0.00% | −6,476−6.9% | Reduced |
| First Trust Advisors LP | 83,722 | $724.2K | 0.00% | +4,814+6.1% | Added |
| Sigma Planning Corp | 82,854 | $716.7K | 0.02% | +2,098+2.6% | Added |
| Kestra Advisory Services, LLC | 79,500 | $687.7K | 0.00% | +19,736+33.0% | Added |
| Sit Investment Associates Inc | 76,730 | $664.0K | 0.02% | −746,773−90.7% | Reduced |
| Advisory Services Network, LLC | 74,581 | $645.1K | 0.01% | +5,939+8.7% | Added |
| Oppenheimer & Co Inc | 73,745 | $637.9K | 0.01% | +435+0.6% | Added |
| Harbour Investments, Inc. | 72,897 | $630.6K | 0.02% | +5,956+8.9% | Added |
| Stifel Financial Corp | 72,620 | $628.2K | 0.00% | +4,219+6.2% | Added |
| Avantax Advisory Services, Inc. | 71,550 | $618.9K | 0.00% | +39,796+125.3% | Added |
| Gladstone Institutional Advisory LLC | 68,365 | $591.4K | 0.03% | +4,500+7.0% | Added |
| Edgemoor Investment Advisors, Inc. | 66,447 | $574.8K | 0.05% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 62,750 | $542.8K | 0.55% | +900+1.5% | Added |
| CoreCap Advisors, LLC | 61,731 | $534.0K | 0.06% | +4,400+7.7% | Added |
| Koshinski Asset Management, Inc. | 58,637 | $517.2K | 0.05% | −2,986−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,335 | $504.6K | 0.01% | +63+0.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 58,054 | $502.2K | 0.42% | +58,054 | New |
| Jane Street Group, LLC | 54,713 | $473.3K | 0.00% | +31,219+132.9% | Added |
| Conning Inc. | 54,000 | $467.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 52,067 | $450.0K | 0.02% | +353+0.7% | Added |
| Concurrent Investment Advisors, LLC | 50,303 | $435.1K | 0.01% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 49,598 | $429.0K | 0.01% | −6,623−11.8% | Reduced |
| Investment Management Associates Inc | 48,590 | $420.3K | 0.14% | −114,876−70.3% | Reduced |
| Kovack Advisors, Inc. | 43,458 | $375.9K | 0.04% | −6,584−13.2% | Reduced |
| E&G Advisors, LP | 43,020 | $372.1K | 0.11% | −200−0.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 40,414 | $349.6K | 0.21% | +920+2.3% | Added |
| Private Trust Co NA | 40,389 | $349.4K | 0.04% | +40,389 | New |
| National Asset Management, Inc. | 38,502 | $336.3K | 0.01% | −14,930−27.9% | Reduced |
| Comerica Bank | 38,749 | $335.2K | 0.00% | −65−0.2% | Reduced |
| HBK Sorce Advisory LLC | 35,199 | $304.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34,240 | $299.6K | 0.01% | +10,662+45.2% | Added |
| D.A. Davidson & Co. | 32,003 | $276.8K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 30,007 | $259.6K | 0.03% | 00.0% | Unchanged |
| DCF Advisers, LLC | 29,500 | $255.2K | 0.13% | +29,500 | New |
| RVW Wealth, LLC | 29,037 | $251.2K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 26,625 | $234.8K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 26,413 | $228.5K | 0.04% | −250−0.9% | Reduced |
| Citadel Advisors LLC | 26,112 | $225.9K | 0.00% | +26,112 | New |
| M Holdings Securities, Inc. | 25,757 | $223.0K | 0.03% | +25,757 | New |
| Wetherby Asset Management Inc | 25,397 | $219.7K | 0.01% | +6,015+31.0% | Added |
| Captrust Financial Advisors | 24,551 | $212.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 24,303 | $210.2K | 0.00% | +24,303 | New |
| HighTower Advisors, LLC | 23,299 | $201.0K | 0.00% | +2,394+11.5% | Added |
| Private Advisor Group, LLC | 23,087 | $199.7K | 0.00% | −14,558−38.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 22,568 | $195.2K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 22,535 | $194.0K | 0.00% | +22,535 | New |
| Jones Road Capital Management, L.P. | 21,340 | $184.6K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,377 | $176.3K | 0.01% | −1,731−7.8% | Reduced |