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, Q3 2024
Institutional positions in Nuveen Floating Rate Income Fund as of Sep 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
- 161
- −10 vs. Q2 2024
- Shares held
- 37.7M
- +1.59M (+4.4%) vs. Q2 2024
- Total value
- $314.0M
- +$1.45M (+0.5%) vs. Q2 2024
- New holders
- 13
- 57 more added
- Sold out
- 23
- 52 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q2 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% | – | – |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 11 | $97 | 0.00% | +11 | New |
| IFP Advisors, Inc | 56 | $494 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 59 | $513 | 0.00% | −374−86.4% | Reduced |
| Lindbrook Capital, LLC | 120 | $1.06K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $1.16K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 158 | $1.39K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 188 | $1.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 230 | $2.03K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 568 | $5.01K | 0.00% | −581−50.6% | Reduced |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.00% | +1,200 | New |
| Wintrust Investments LLC | 1,282 | $11.0K | 0.01% | −15,360−92.3% | Reduced |
| Bogart Wealth, LLC | 1,578 | $13.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,630 | $14.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,817 | $16.0K | 0.00% | +52+2.9% | Added |
| Kimelman & Baird, LLC | 1,823 | $16.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,882 | $17.0K | 0.00% | +332+21.4% | Added |
| Ashton Thomas Securities, LLC | 1,972 | $17.4K | 0.00% | +1,972 | New |
| Larson Financial Group LLC | 2,170 | $19.1K | 0.00% | +1,578+266.6% | Added |
| Geneos Wealth Management Inc. | 2,214 | $19.5K | 0.00% | +994+81.5% | Added |
| Barrett & Company, Inc. | 2,467 | $21.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,960 | $26.1K | 0.00% | −1,381−31.8% | Reduced |
| NBC Securities, Inc. | 4,107 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,733 | $41.7K | 0.00% | +134+2.9% | Added |
| Signaturefd, LLC | 5,428 | $47.9K | 0.00% | +154+2.9% | Added |
| Principal Securities, Inc. | 5,460 | $48.2K | 0.00% | −330−5.7% | Reduced |
| CoreFirst Bank & Trust | 6,118 | $54.0K | 0.03% | −4,078−40.0% | Reduced |
| Spire Wealth Management | 6,500 | $57.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $64.5K | 0.02% | +7,317 | New |
| Northwestern Mutual Wealth Management Co | 7,596 | $67.0K | 0.00% | +2,476+48.4% | Added |
| Cary Street Partner Investment Advisory LLC | 10,432 | $92.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,480 | $92.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,750 | $94.8K | 0.00% | +5,927+122.9% | Added |
| Stratos Wealth Partners, LTD. | 11,702 | $103.2K | 0.00% | +11,702 | New |
| Wealth Alliance Advisory Group, LLC | 11,741 | $103.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,840 | $104.4K | 0.00% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,950 | $105.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,233 | $107.9K | 0.00% | +349+2.9% | Added |
| IFG Advisory, LLC | 12,273 | $108.2K | 0.01% | −60−0.5% | Reduced |
| Susquehanna International Group, LLP | 12,535 | $110.6K | 0.00% | +941+8.1% | Added |
| CI Private Wealth, LLC | 12,687 | $111.9K | 0.00% | +12,687 | New |
| Burford Brothers, Inc. | 13,070 | $115.3K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,439 | $118.5K | 0.00% | −41,274−75.4% | Reduced |
| Samalin Investment Counsel, LLC | 13,628 | $120.2K | 0.05% | +1,370+11.2% | Added |
| Platform Technology Partners | 14,051 | $123.9K | 0.04% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 14,599 | $128.8K | 0.05% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 14,967 | $132.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 15,531 | $137.0K | 0.13% | 00.0% | Unchanged |
| Transform Wealth, LLC | 15,447 | $137.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 15,866 | $139.9K | 0.00% | −1,028−6.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,920 | $140.4K | 0.02% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 16,576 | $146.2K | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16,983 | $149.8K | 0.01% | −543−3.1% | Reduced |
| ProVise Management Group, LLC | 16,994 | $149.9K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,591 | $155.2K | 0.00% | +3,743+27.0% | Added |
| Investment Advisory Group, LLC | 18,000 | $158.8K | 0.06% | +10.0% | Added |
| Level Four Advisory Services, LLC | 17,979 | $158.9K | 0.01% | +451+2.6% | Added |
| Glass Jacobson Investment Advisors llc | 18,875 | $166.5K | 0.06% | −1,175−5.9% | Reduced |
| Colony Group, LLC | 19,520 | $172.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,342 | $172.2K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 19,982 | $175.8K | 0.01% | +2,965+17.4% | Added |
| Klingman & Associates, LLC | 20,143 | $177.7K | 0.01% | 00.0% | Unchanged |
| Jones Road Capital Management, L.P. | 21,804 | $192.3K | 0.15% | +464+2.2% | Added |
| Shulman DeMeo Asset Management LLC | 21,817 | $192.4K | 0.05% | −751−3.3% | Reduced |
| NWF Advisory Services Inc. | 23,102 | $203.8K | 0.03% | +8,900+62.7% | Added |
| Private Advisor Group, LLC | 23,395 | $206.3K | 0.00% | +308+1.3% | Added |
| Captrust Financial Advisors | 23,600 | $208.2K | 0.00% | −951−3.9% | Reduced |
| Centurion Wealth Management LLC | 23,924 | $211.0K | 0.07% | +23,924 | New |
| Nations Financial Group Inc, | 24,570 | $216.7K | 0.02% | +4,193+20.6% | Added |
| Kestra Advisory Services, LLC | 25,619 | $226.0K | 0.00% | −53,881−67.8% | Reduced |
| Quadcap Wealth Management, LLC | 25,843 | $227.9K | 0.04% | −570−2.2% | Reduced |
| Diversify Advisory Services, LLC | 26,625 | $235.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 27,165 | $239.6K | 0.01% | +1,768+7.0% | Added |
| D.A. Davidson & Co. | 27,932 | $246.4K | 0.00% | −4,071−12.7% | Reduced |
| MML Investors Services, LLC | 28,140 | $248.0K | 0.00% | +8,698+44.7% | Added |
| RVW Wealth, LLC | 29,037 | $256.1K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 30,007 | $264.7K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 30,364 | $267.8K | 0.00% | −19,234−38.8% | Reduced |
| World Equity Group, Inc. | 33,046 | $291.5K | 0.11% | +33,046 | New |
| Farther Finance Advisors, LLC | 33,122 | $291.9K | 0.01% | −1,118−3.3% | Reduced |
| Kovack Advisors, Inc. | 33,205 | $292.9K | 0.03% | −10,253−23.6% | Reduced |
| Calton & Associates, Inc. | 33,750 | $297.7K | 0.11% | +33,750 | New |
| Carolinas Wealth Consulting LLC | 34,420 | $306.5K | 0.06% | +15,331+80.3% | Added |
| HBK Sorce Advisory LLC | 35,199 | $310.5K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 36,928 | $325.7K | 0.02% | +36,928 | New |
| Comerica Bank | 37,743 | $332.9K | 0.00% | −1,006−2.6% | Reduced |
| HRT Financial LP | 38,394 | $338.0K | 0.00% | +15,859+70.4% | Added |
| Fortitude Advisory Group L.L.C. | 40,981 | $361.4K | 0.23% | +567+1.4% | Added |
| E&G Advisors, LP | 42,299 | $373.1K | 0.10% | −721−1.7% | Reduced |
| HighTower Advisors, LLC | 48,496 | $429.0K | 0.00% | +25,197+108.1% | Added |
| CoreCap Advisors, LLC | 50,041 | $441.4K | 0.02% | −11,690−18.9% | Reduced |
| Concurrent Investment Advisors, LLC | 50,178 | $442.6K | 0.01% | −125−0.2% | Reduced |
| Conning Inc. | 54,000 | $476.3K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 57,257 | $505.0K | 0.04% | −1,380−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,513 | $516.1K | 0.00% | +178+0.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 59,054 | $520.9K | 0.39% | +1,000+1.7% | Added |
| Seelaus Asset Management LLC | 61,500 | $542.4K | 0.50% | −1,250−2.0% | Reduced |
| Stifel Financial Corp | 63,109 | $556.6K | 0.00% | −9,511−13.1% | Reduced |