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, Q4 2024
Institutional positions in Nuveen Floating Rate Income Fund as of Dec 31, 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
- 164
- +5 vs. Q3 2024
- Shares held
- 35.9M
- −469.4K (−1.3%) vs. Q3 2024
- Total value
- $319.8M
- +$18.0M (+6.0%) vs. Q3 2024
- New holders
- 26
- 51 more added
- Sold out
- 21
- 47 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,146,818 | $45.9M | 0.00% | −17,256−0.3% | Reduced |
| LPL Financial LLC | 2,735,715 | $24.4M | 0.01% | −39,472−1.4% | Reduced |
| Bank of America Corp | 2,416,569 | $21.6M | 0.00% | −11,499−0.5% | Reduced |
| Invesco Ltd. | 1,987,100 | $17.7M | 0.00% | −186,648−8.6% | Reduced |
| Penserra Capital Management LLC | 1,972,108 | $17.6M | 0.32% | +132,860+7.2% | Added |
| Guggenheim Capital LLC | 1,798,818 | $16.0M | 0.13% | +318,303+21.5% | Added |
| Congress Park Capital LLC | 1,544,201 | $13.8M | 5.00% | +49,963+3.3% | Added |
| Raymond James Financial Inc | 1,364,867 | $12.2M | 0.00% | +1,364,867 | New |
| Advisors Asset Management, Inc. | 1,061,055 | $9.46M | 0.17% | +43,259+4.3% | Added |
| Royal Bank of Canada | 1,050,304 | $9.37M | 0.00% | +24,225+2.4% | Added |
| UBS Group AG | 913,760 | $8.15M | 0.00% | −3,705−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 880,665 | $7.86M | 0.02% | +127,024+16.9% | Added |
| Wells Fargo & Company | 759,594 | $6.78M | 0.00% | +47,424+6.7% | Added |
| Cohen & Steers, Inc. | 711,052 | $6.34M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 670,891 | $5.99M | 0.00% | +45,970+7.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 668,591 | $5.96M | 1.91% | +20,566+3.2% | Added |
| Pathstone Holdings, LLC | 549,904 | $4.91M | 0.02% | −361,917−39.7% | Reduced |
| Baird Financial Group, Inc. | 521,296 | $4.65M | 0.01% | +2,680+0.5% | Added |
| Coastal Bridge Advisors, LLC | 463,580 | $4.14M | 1.04% | −14,442−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 445,860 | $3.98M | 0.01% | +82,396+22.7% | Added |
| Commonwealth Equity Services, LLC | 429,022 | $3.83M | 0.01% | +51,249+13.6% | Added |
| Cyndeo Wealth Partners, LLC | 422,950 | $3.77M | 0.26% | −134,500−24.1% | Reduced |
| Envestnet Asset Management Inc | 390,458 | $3.48M | 0.00% | +7,211+1.9% | Added |
| RFG Advisory, LLC | 381,000 | $3.40M | 0.10% | −1,375−0.4% | Reduced |
| Capital Investment Advisors, LLC | 283,241 | $2.53M | 0.05% | −7,280−2.5% | Reduced |
| GraniteShares Advisors LLC | 273,230 | $2.44M | 1.54% | −10,107−3.6% | Reduced |
| International Assets Investment Management, LLC | 236,725 | $2.13M | 0.18% | −1,867,417−88.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 218,318 | $1.95M | 0.01% | −10,205−4.5% | Reduced |
| Mercer Global Advisors Inc | 214,696 | $1.92M | 0.00% | +214,696 | New |
| Kades & Cheifetz LLC | 209,283 | $1.87M | 0.96% | −7,677−3.5% | Reduced |
| Cetera Investment Advisers | 185,076 | $1.65M | 0.00% | +67,963+58.0% | Added |
| Aviance Capital Partners, LLC | 177,201 | $1.58M | 0.22% | +7,785+4.6% | Added |
| Bank of Montreal | 173,267 | $1.55M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 156,751 | $1.40M | 0.01% | −7,181−4.4% | Reduced |
| Byrne Asset Management LLC | 147,225 | $1.31M | 0.93% | −27,775−15.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 143,818 | $1.28M | 0.02% | −300−0.2% | Reduced |
| Independent Financial Group, LLC | 135,997 | $1.21M | 0.04% | +19,178+16.4% | Added |
| Thrivent Financial for Lutherans | 119,710 | $1.07M | 0.00% | −13,690−10.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 119,504 | $1.07M | 0.79% | +60,450+102.4% | Added |
| Natixis | 116,009 | $1.04M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 115,292 | $1.03M | 0.39% | −61,762−34.9% | Reduced |
| Melfa Wealth Management, LLC | 111,326 | $993.0K | 0.66% | −6,273−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 105,732 | $943.1K | 0.01% | +30,629+40.8% | Added |
| RSM US Wealth Management LLC | 104,915 | $940.6K | 0.01% | +18,640+21.6% | Added |
| Gill Capital Partners, LLC | 100,381 | $895.4K | 0.32% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 98,819 | $881.5K | 0.02% | −18,547−15.8% | Reduced |
| Virtus ETF Advisers LLC | 93,878 | $837.4K | 0.34% | +12,189+14.9% | Added |
| Bramshill Investments, LLC | 92,519 | $825.3K | 0.13% | −871−0.9% | Reduced |
| Advisory Services Network, LLC | 92,388 | $824.1K | 0.02% | +17,807+23.9% | Added |
| Janney Montgomery Scott LLC | 92,231 | $823.0K | 0.00% | +5,388+6.2% | Added |
| First Trust Advisors LP | 84,360 | $752.5K | 0.00% | −1,767−2.1% | Reduced |
| Kestra Advisory Services, LLC | 80,337 | $716.6K | 0.00% | +54,718+213.6% | Added |
| Sigma Planning Corp | 77,327 | $689.8K | 0.02% | −551−0.7% | Reduced |
| Harbour Investments, Inc. | 76,387 | $681.4K | 0.02% | +602+0.8% | Added |
| Gladstone Institutional Advisory LLC | 76,080 | $678.6K | 0.03% | −925−1.2% | Reduced |
| Oppenheimer & Co Inc | 72,815 | $649.5K | 0.01% | +2,572+3.7% | Added |
| World Equity Group, Inc. | 72,492 | $646.6K | 0.14% | +39,446+119.4% | Added |
| Collar Capital Management, LLC | 71,964 | $641.9K | 0.53% | +71,964 | New |
| Stifel Financial Corp | 66,198 | $590.5K | 0.00% | +3,089+4.9% | Added |
| Edgemoor Investment Advisors, Inc. | 62,097 | $553.9K | 0.05% | −2,450−3.8% | Reduced |
| Seelaus Asset Management LLC | 61,500 | $548.6K | 0.50% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,510 | $513.0K | 0.00% | −1,003−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 57,257 | $510.7K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 52,826 | $471.2K | 0.00% | +52,826 | New |
| CoreCap Advisors, LLC | 51,041 | $455.3K | 0.02% | +1,000+2.0% | Added |
| Kane Investment Management, Inc. | 50,814 | $453.3K | 0.25% | +50,814 | New |
| Concurrent Investment Advisors, LLC | 50,178 | $447.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 46,521 | $415.0K | 0.01% | −22,351−32.5% | Reduced |
| Conning Inc. | 43,050 | $384.0K | 0.01% | −10,950−20.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 42,687 | $380.8K | 0.23% | +1,706+4.2% | Added |
| RVW Wealth, LLC | 40,349 | $359.9K | 0.03% | +11,312+39.0% | Added |
| Western Wealth Management, LLC | 39,702 | $354.1K | 0.02% | +2,774+7.5% | Added |
| E&G Advisors, LP | 38,899 | $347.0K | 0.09% | −3,400−8.0% | Reduced |
| Comerica Bank | 37,839 | $337.5K | 0.00% | +96+0.3% | Added |
| Next Capital Management LLC | 35,541 | $317.0K | 0.13% | −202,370−85.1% | Reduced |
| HBK Sorce Advisory LLC | 35,199 | $314.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34,420 | $307.0K | 0.06% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 33,956 | $302.9K | 0.04% | +33,956 | New |
| MML Investors Services, LLC | 33,717 | $301.0K | 0.00% | +5,577+19.8% | Added |
| Integrated Wealth Concepts LLC | 31,689 | $282.7K | 0.00% | +1,325+4.4% | Added |
| Sanctuary Advisors, LLC | 31,816 | $271.4K | 0.00% | −70,120−68.8% | Reduced |
| D.A. Davidson & Co. | 30,063 | $268.2K | 0.00% | +2,131+7.6% | Added |
| Sheets Smith Wealth Management | 30,007 | $267.7K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 29,568 | $263.7K | 0.03% | −3,637−11.0% | Reduced |
| Wetherby Asset Management Inc | 27,696 | $247.1K | 0.01% | +531+2.0% | Added |
| Jane Street Group, LLC | 27,480 | $245.1K | 0.00% | +14,041+104.5% | Added |
| Diversify Wealth Management, LLC | 27,200 | $240.4K | 0.02% | +27,200 | New |
| Glass Jacobson Investment Advisors llc | 26,414 | $235.6K | 0.08% | +7,539+39.9% | Added |
| Quadcap Wealth Management, LLC | 25,663 | $228.9K | 0.03% | −180−0.7% | Reduced |
| HighTower Advisors, LLC | 25,383 | $226.4K | 0.00% | −23,113−47.7% | Reduced |
| Chicago Partners Investment Group LLC | 24,720 | $223.2K | 0.01% | +4,738+23.7% | Added |
| Logan Stone Capital, LLC | 24,866 | $221.8K | 0.07% | +24,866 | New |
| Nations Financial Group Inc, | 24,715 | $220.5K | 0.02% | +145+0.6% | Added |
| Centurion Wealth Management LLC | 23,924 | $213.4K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 23,861 | $212.8K | 0.01% | +23,861 | New |
| Captrust Financial Advisors | 23,600 | $210.5K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,324 | $208.1K | 0.00% | −71−0.3% | Reduced |
| Mariner, LLC | 22,500 | $200.7K | 0.00% | +6,634+41.8% | Added |
| Jones Road Capital Management, L.P. | 21,804 | $194.5K | 0.13% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 21,685 | $193.4K | 0.05% | −132−0.6% | Reduced |