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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 20,143 | $174.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 20,050 | $173.4K | 0.06% | +200+1.0% | Added |
| Colony Group, LLC | 19,520 | $169.0K | 0.00% | +19,520 | New |
| Snowden Capital Advisors LLC | 19,342 | $168.8K | 0.01% | +2,000+11.5% | Added |
| MML Investors Services, LLC | 19,442 | $168.0K | 0.00% | −11,915−38.0% | Reduced |
| Carolinas Wealth Consulting LLC | 19,089 | $166.7K | 0.03% | +19,089 | New |
| Investment Advisory Group, LLC | 17,999 | $155.7K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 17,528 | $151.6K | 0.01% | +291+1.7% | Added |
| Ameritas Advisory Services, LLC | 17,526 | $151.6K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 17,017 | $150.3K | 0.01% | +17,017 | New |
| ProVise Management Group, LLC | 16,994 | $147.0K | 0.01% | −789−4.4% | Reduced |
| Mariner, LLC | 16,894 | $146.1K | 0.00% | +6,377+60.6% | Added |
| Wintrust Investments LLC | 16,642 | $144.0K | 0.01% | +1,243+8.1% | Added |
| QSV Equity Investors LLC | 16,576 | $143.4K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 15,900 | $138.9K | 0.04% | +454+2.9% | Added |
| Redhawk Wealth Advisors, Inc. | 15,920 | $137.7K | 0.02% | 00.0% | Unchanged |
| Transform Wealth, LLC | 15,447 | $134.9K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 15,531 | $134.3K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,446 | $133.6K | 0.00% | +1,806+13.2% | Added |
| Marex Group plc | 15,043 | $130.1K | 0.00% | +15,043 | New |
| Trilogy Capital Inc. | 14,967 | $129.5K | 0.01% | +14,967 | New |
| MGB Wealth Management, LLC | 14,599 | $129.1K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,202 | $122.8K | 0.02% | −150−1.0% | Reduced |
| Platform Technology Partners | 14,051 | $121.5K | 0.04% | +14,051 | New |
| Bank of New York Mellon Corp | 13,848 | $119.8K | 0.00% | −798−5.4% | Reduced |
| First Financial Bankshares Inc | 13,481 | $116.6K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 13,070 | $113.1K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,333 | $106.7K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 12,258 | $106.0K | 0.05% | +353+3.0% | Added |
| GM Advisory Group, Inc. | 11,950 | $103.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,884 | $102.8K | 0.01% | +342+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 11,840 | $102.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,741 | $101.6K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,594 | $100.3K | 0.00% | +640+5.8% | Added |
| Ieq Capital, LLC | 10,480 | $90.7K | 0.00% | −130−1.2% | Reduced |
| True North Advisors, LLC | 10,473 | $90.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,432 | $90.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,348 | $89.5K | 0.01% | +261+2.6% | Added |
| CoreFirst Bank & Trust | 10,196 | $88.2K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 6,500 | $56.2K | 0.00% | −32,374−83.3% | Reduced |
| Principal Securities, Inc. | 5,790 | $50.1K | 0.00% | −3,433−37.2% | Reduced |
| Signaturefd, LLC | 5,274 | $45.6K | 0.00% | +270+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,120 | $44.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,823 | $41.7K | 0.00% | +2,958+158.6% | Added |
| Hollencrest Capital Management | 4,599 | $39.8K | 0.00% | +132+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,500 | $39.0K | 0.00% | +1,200+36.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,341 | $37.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,107 | $35.0K | 0.00% | +550+15.5% | Added |
| Caldwell Sutter Capital, Inc. | 2,808 | $24.3K | 0.01% | +250+9.8% | Added |
| Gradient Investments LLC | 2,691 | $23.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,467 | $21.3K | 0.01% | −2,032−45.2% | Reduced |
| Kimelman & Baird, LLC | 1,823 | $15.8K | 0.00% | +1,823 | New |
| Global Retirement Partners, LLC | 1,765 | $15.3K | 0.00% | +51+3.0% | Added |
| Raleigh Capital Management Inc. | 1,630 | $14.1K | 0.01% | +130+8.7% | Added |
| Bogart Wealth, LLC | 1,578 | $13.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,550 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,220 | $10.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,149 | $10.1K | 0.00% | +1,149 | New |
| Redwood Wealth Management Group, LLC | 1,100 | $9.52K | 0.01% | +1,100 | New |
| Larson Financial Group LLC | 592 | $5.12K | 0.00% | +592 | New |
| Beacon Capital Management, LLC | 470 | $4.07K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 433 | $3.75K | 0.00% | +433 | New |
| WR Wealth Planners, LLC | 230 | $1.99K | 0.00% | +114+98.3% | Added |
| Robinson Capital Management, LLC | 188 | $1.64K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 158 | $1.36K | 0.00% | −9,866−98.4% | Reduced |
| Assetmark, Inc | 132 | $1.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $1.04K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 98 | $848 | 0.00% | +98 | New |
| IFP Advisors, Inc | 56 | $484 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24 | $208 | 0.00% | +24 | New |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |