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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 52,067 | $450.0K | 0.02% | +353+0.7% | Added |
| Conning Inc. | 54,000 | $467.1K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 54,713 | $473.3K | 0.00% | +31,219+132.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 58,054 | $502.2K | 0.42% | +58,054 | New |
| Steward Partners Investment Advisory, LLC | 58,335 | $504.6K | 0.01% | +63+0.1% | Added |
| Koshinski Asset Management, Inc. | 58,637 | $517.2K | 0.05% | −2,986−4.8% | Reduced |
| CoreCap Advisors, LLC | 61,731 | $534.0K | 0.06% | +4,400+7.7% | Added |
| Seelaus Asset Management LLC | 62,750 | $542.8K | 0.55% | +900+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 66,447 | $574.8K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 68,365 | $591.4K | 0.03% | +4,500+7.0% | Added |
| Avantax Advisory Services, Inc. | 71,550 | $618.9K | 0.00% | +39,796+125.3% | Added |
| Stifel Financial Corp | 72,620 | $628.2K | 0.00% | +4,219+6.2% | Added |
| Harbour Investments, Inc. | 72,897 | $630.6K | 0.02% | +5,956+8.9% | Added |
| Oppenheimer & Co Inc | 73,745 | $637.9K | 0.01% | +435+0.6% | Added |
| Advisory Services Network, LLC | 74,581 | $645.1K | 0.01% | +5,939+8.7% | Added |
| Sit Investment Associates Inc | 76,730 | $664.0K | 0.02% | −746,773−90.7% | Reduced |
| Kestra Advisory Services, LLC | 79,500 | $687.7K | 0.00% | +19,736+33.0% | Added |
| Sigma Planning Corp | 82,854 | $716.7K | 0.02% | +2,098+2.6% | Added |
| First Trust Advisors LP | 83,722 | $724.2K | 0.00% | +4,814+6.1% | Added |
| Janney Montgomery Scott LLC | 87,830 | $760.0K | 0.00% | −6,476−6.9% | Reduced |
| Gill Capital Partners, LLC | 100,381 | $868.3K | 0.34% | −2,386−2.3% | Reduced |
| Cetera Investment Advisers | 103,152 | $892.3K | 0.00% | −3,228−3.0% | Reduced |
| Virtus ETF Advisers LLC | 104,105 | $900.5K | 0.44% | +27,878+36.6% | Added |
| Bramshill Investments, LLC | 104,274 | $902.0K | 0.10% | −2,366−2.2% | Reduced |
| RSM US Wealth Management LLC | 109,658 | $959.1K | 0.02% | −3,102−2.8% | Reduced |
| Natixis | 112,434 | $970.3K | 0.01% | −21,600−16.1% | Reduced |
| Sanctuary Advisors, LLC | 118,648 | $1.02M | 0.01% | +118,648 | New |
| Horizon Kinetics Asset Management LLC | 120,524 | $1.04M | 0.02% | −307−0.3% | Reduced |
| Melfa Wealth Management, LLC | 126,099 | $1.09M | 0.76% | +273+0.2% | Added |
| Mission Wealth Management, LP | 126,709 | $1.10M | 0.03% | −2,631−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 128,428 | $1.11M | 0.32% | −19,638−13.3% | Reduced |
| Independent Financial Group, LLC | 140,762 | $1.22M | 0.05% | +11,417+8.8% | Added |
| Thrivent Financial for Lutherans | 146,451 | $1.27M | 0.00% | +15,018+11.4% | Added |
| Aviance Capital Partners, LLC | 168,219 | $1.46M | 0.21% | +6,456+4.0% | Added |
| Bank of Montreal | 173,267 | $1.60M | 0.00% | +34,235+24.6% | Added |
| 1607 Capital Partners, LLC | 198,197 | $1.71M | 0.15% | −110,800−35.9% | Reduced |
| Byrne Asset Management LLC | 202,100 | $1.74M | 1.25% | −9,050−4.3% | Reduced |
| GWM Advisors LLC | 205,750 | $1.78M | 0.01% | −3,213−1.5% | Reduced |
| Kades & Cheifetz LLC | 209,296 | $1.81M | 1.14% | −8,509−3.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 224,853 | $1.94M | 0.69% | +53,569+31.3% | Added |
| Rivernorth Capital Management, LLC | 229,185 | $1.98M | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 236,695 | $2.05M | 0.01% | +18,028+8.2% | Added |
| GraniteShares Advisors LLC | 237,310 | $2.05M | 0.68% | +29,596+14.2% | Added |
| International Assets Investment Management, LLC | 249,888 | $2.16M | 0.20% | −9,586−3.7% | Reduced |
| Capital Investment Advisors, LLC | 288,516 | $2.50M | 0.06% | −15,134−5.0% | Reduced |
| Alpine Global Management, LLC | 350,000 | $3.03M | 0.53% | −35,000−9.1% | Reduced |
| Commonwealth Equity Services, LLC | 350,091 | $3.03M | 0.00% | +55,313+18.8% | Added |
| Advisor Group Holdings, Inc. | 352,199 | $3.05M | 0.01% | −104,022−22.8% | Reduced |
| RFG Advisory, LLC | 379,975 | $3.29M | 0.11% | −8,500−2.2% | Reduced |
| Pathstone Holdings, LLC | 382,144 | $3.31M | 0.01% | +216,704+131.0% | Added |
| Coastal Bridge Advisors, LLC | 442,454 | $3.83M | 0.95% | +103,719+30.6% | Added |
| Raymond James & Associates | 454,111 | $3.93M | 0.00% | −14,008−3.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 476,469 | $4.12M | 0.32% | +59,019+14.1% | Added |
| Envestnet Asset Management Inc | 480,753 | $4.16M | 0.00% | −363,291−43.0% | Reduced |
| Baird Financial Group, Inc. | 510,334 | $4.41M | 0.01% | −7,230−1.4% | Reduced |
| Next Capital Management LLC | 544,590 | $4.71M | 1.99% | −29,919−5.2% | Reduced |
| Ameriprise Financial Inc | 603,771 | $5.21M | 0.00% | +68,440+12.8% | Added |
| Cohen & Steers, Inc. | 676,052 | $5.85M | 0.01% | +30,000+4.6% | Added |
| Rockefeller Capital Management L.P. | 723,132 | $6.26M | 0.02% | +26,604+3.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 759,380 | $6.57M | 2.30% | −97,935−11.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 925,255 | $8.00M | 0.01% | +65,785+7.7% | Added |
| Advisors Asset Management, Inc. | 930,767 | $8.05M | 0.16% | −56,007−5.7% | Reduced |
| UBS Group AG | 945,601 | $8.18M | 0.00% | +32,938+3.6% | Added |
| Royal Bank of Canada | 1,025,588 | $8.87M | 0.00% | −65,906−6.0% | Reduced |
| Wells Fargo & Company | 1,165,733 | $10.1M | 0.00% | −49,156−4.0% | Reduced |
| Congress Park Capital LLC | 1,261,648 | $10.9M | 4.38% | +218,221+20.9% | Added |
| Guggenheim Capital LLC | 1,411,158 | $12.2M | 0.09% | −10,659−0.7% | Reduced |
| Penserra Capital Management LLC | 1,589,454 | $13.7M | 0.17% | +35,322+2.3% | Added |
| Invesco Ltd. | 1,796,913 | $15.5M | 0.00% | −373,565−17.2% | Reduced |
| Bank of America Corp | 2,524,037 | $21.8M | 0.00% | +20,511+0.8% | Added |
| LPL Financial LLC | 2,789,482 | $24.1M | 0.01% | +79,340+2.9% | Added |
| Morgan Stanley | 5,193,404 | $44.9M | 0.00% | +68,337+1.3% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −437,190−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −399,493−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −311,490−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −248,629−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −240,304−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −38,616−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −37,344−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −31,732−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −28,636−100.0% | Sold out |
| Charles Schwab Investment Advisory, Inc. | 0 | $0 | 0.00% | −24,303−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,210−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Centurion Wealth Management LLC | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |