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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| Fifth Third Bancorp | 24 | $208 | 0.00% | +24 | New |
| IFP Advisors, Inc | 56 | $484 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 98 | $848 | 0.00% | +98 | New |
| Lindbrook Capital, LLC | 120 | $1.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $1.14K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 158 | $1.36K | 0.00% | −9,866−98.4% | Reduced |
| Robinson Capital Management, LLC | 188 | $1.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 230 | $1.99K | 0.00% | +114+98.3% | Added |
| Coppell Advisory Solutions LLC | 433 | $3.75K | 0.00% | +433 | New |
| Beacon Capital Management, LLC | 470 | $4.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 592 | $5.12K | 0.00% | +592 | New |
| Redwood Wealth Management Group, LLC | 1,100 | $9.52K | 0.01% | +1,100 | New |
| CIBC Private Wealth Group, LLC | 1,149 | $10.1K | 0.00% | +1,149 | New |
| Geneos Wealth Management Inc. | 1,220 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,550 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,578 | $13.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,630 | $14.1K | 0.01% | +130+8.7% | Added |
| Global Retirement Partners, LLC | 1,765 | $15.3K | 0.00% | +51+3.0% | Added |
| Kimelman & Baird, LLC | 1,823 | $15.8K | 0.00% | +1,823 | New |
| Barrett & Company, Inc. | 2,467 | $21.3K | 0.01% | −2,032−45.2% | Reduced |
| Gradient Investments LLC | 2,691 | $23.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,808 | $24.3K | 0.01% | +250+9.8% | Added |
| NBC Securities, Inc. | 4,107 | $35.0K | 0.00% | +550+15.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,341 | $37.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,500 | $39.0K | 0.00% | +1,200+36.4% | Added |
| Hollencrest Capital Management | 4,599 | $39.8K | 0.00% | +132+3.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,823 | $41.7K | 0.00% | +2,958+158.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,120 | $44.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,274 | $45.6K | 0.00% | +270+5.4% | Added |
| Principal Securities, Inc. | 5,790 | $50.1K | 0.00% | −3,433−37.2% | Reduced |
| Spire Wealth Management | 6,500 | $56.2K | 0.00% | −32,374−83.3% | Reduced |
| CoreFirst Bank & Trust | 10,196 | $88.2K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,348 | $89.5K | 0.01% | +261+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 10,432 | $90.2K | 0.00% | 00.0% | Unchanged |
| True North Advisors, LLC | 10,473 | $90.6K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,480 | $90.7K | 0.00% | −130−1.2% | Reduced |
| Susquehanna International Group, LLP | 11,594 | $100.3K | 0.00% | +640+5.8% | Added |
| Wealth Alliance Advisory Group, LLC | 11,741 | $101.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,840 | $102.4K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,884 | $102.8K | 0.01% | +342+3.0% | Added |
| GM Advisory Group, Inc. | 11,950 | $103.4K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 12,258 | $106.0K | 0.05% | +353+3.0% | Added |
| IFG Advisory, LLC | 12,333 | $106.7K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 13,070 | $113.1K | 0.07% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 13,481 | $116.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,848 | $119.8K | 0.00% | −798−5.4% | Reduced |
| Platform Technology Partners | 14,051 | $121.5K | 0.04% | +14,051 | New |
| NWF Advisory Services Inc. | 14,202 | $122.8K | 0.02% | −150−1.0% | Reduced |
| MGB Wealth Management, LLC | 14,599 | $129.1K | 0.05% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 14,967 | $129.5K | 0.01% | +14,967 | New |
| Marex Group plc | 15,043 | $130.1K | 0.00% | +15,043 | New |
| Mercer Global Advisors Inc | 15,446 | $133.6K | 0.00% | +1,806+13.2% | Added |
| Camelot Portfolios, LLC | 15,531 | $134.3K | 0.08% | 00.0% | Unchanged |
| Transform Wealth, LLC | 15,447 | $134.9K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 15,920 | $137.7K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 15,900 | $138.9K | 0.04% | +454+2.9% | Added |
| QSV Equity Investors LLC | 16,576 | $143.4K | 0.15% | 00.0% | Unchanged |
| Wintrust Investments LLC | 16,642 | $144.0K | 0.01% | +1,243+8.1% | Added |
| Mariner, LLC | 16,894 | $146.1K | 0.00% | +6,377+60.6% | Added |
| ProVise Management Group, LLC | 16,994 | $147.0K | 0.01% | −789−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 17,017 | $150.3K | 0.01% | +17,017 | New |
| Ameritas Advisory Services, LLC | 17,526 | $151.6K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 17,528 | $151.6K | 0.01% | +291+1.7% | Added |
| Investment Advisory Group, LLC | 17,999 | $155.7K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19,089 | $166.7K | 0.03% | +19,089 | New |
| MML Investors Services, LLC | 19,442 | $168.0K | 0.00% | −11,915−38.0% | Reduced |
| Snowden Capital Advisors LLC | 19,342 | $168.8K | 0.01% | +2,000+11.5% | Added |
| Colony Group, LLC | 19,520 | $169.0K | 0.00% | +19,520 | New |
| Glass Jacobson Investment Advisors llc | 20,050 | $173.4K | 0.06% | +200+1.0% | Added |
| Klingman & Associates, LLC | 20,143 | $174.2K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,377 | $176.3K | 0.01% | −1,731−7.8% | Reduced |
| Jones Road Capital Management, L.P. | 21,340 | $184.6K | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 22,535 | $194.0K | 0.00% | +22,535 | New |
| Shulman DeMeo Asset Management LLC | 22,568 | $195.2K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,087 | $199.7K | 0.00% | −14,558−38.7% | Reduced |
| HighTower Advisors, LLC | 23,299 | $201.0K | 0.00% | +2,394+11.5% | Added |
| Charles Schwab Investment Management Inc | 24,303 | $210.2K | 0.00% | +24,303 | New |
| Captrust Financial Advisors | 24,551 | $212.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 25,397 | $219.7K | 0.01% | +6,015+31.0% | Added |
| M Holdings Securities, Inc. | 25,757 | $223.0K | 0.03% | +25,757 | New |
| Citadel Advisors LLC | 26,112 | $225.9K | 0.00% | +26,112 | New |
| Quadcap Wealth Management, LLC | 26,413 | $228.5K | 0.04% | −250−0.9% | Reduced |
| Diversify Advisory Services, LLC | 26,625 | $234.8K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 29,037 | $251.2K | 0.03% | 00.0% | Unchanged |
| DCF Advisers, LLC | 29,500 | $255.2K | 0.13% | +29,500 | New |
| Sheets Smith Wealth Management | 30,007 | $259.6K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 32,003 | $276.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34,240 | $299.6K | 0.01% | +10,662+45.2% | Added |
| HBK Sorce Advisory LLC | 35,199 | $304.5K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 38,749 | $335.2K | 0.00% | −65−0.2% | Reduced |
| National Asset Management, Inc. | 38,502 | $336.3K | 0.01% | −14,930−27.9% | Reduced |
| Private Trust Co NA | 40,389 | $349.4K | 0.04% | +40,389 | New |
| Fortitude Advisory Group L.L.C. | 40,414 | $349.6K | 0.21% | +920+2.3% | Added |
| E&G Advisors, LP | 43,020 | $372.1K | 0.11% | −200−0.5% | Reduced |
| Kovack Advisors, Inc. | 43,458 | $375.9K | 0.04% | −6,584−13.2% | Reduced |
| Investment Management Associates Inc | 48,590 | $420.3K | 0.14% | −114,876−70.3% | Reduced |
| Integrated Wealth Concepts LLC | 49,598 | $429.0K | 0.01% | −6,623−11.8% | Reduced |
| Concurrent Investment Advisors, LLC | 50,303 | $435.1K | 0.01% | −10.0% | Reduced |