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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| NBC Securities, Inc. | 4 | $36 | 0.00% | −4,103−99.9% | Reduced |
| Synergy Financial Management, LLC | 55 | $485 | 0.00% | +55 | New |
| Coppell Advisory Solutions LLC | 59 | $533 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $1.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $1.18K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 158 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $2.00K | 0.00% | +250 | New |
| WR Wealth Planners, LLC | 230 | $2.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 568 | $5.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 749 | $6.41K | 0.00% | +749 | New |
| Hantz Financial Services, Inc. | 1,161 | $10.0K | 0.00% | +1,161 | New |
| Albion Financial Group | 1,200 | $10.7K | 0.00% | +1,200 | New |
| Bogart Wealth, LLC | 1,578 | $14.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,655 | $14.8K | 0.01% | +1,655 | New |
| Raleigh Capital Management Inc. | 1,750 | $15.6K | 0.01% | +120+7.4% | Added |
| Kimelman & Baird, LLC | 1,823 | $16.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,887 | $16.8K | 0.00% | +70+3.9% | Added |
| CWM, LLC | 1,882 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $17.8K | 0.00% | +2,000 | New |
| Geneos Wealth Management Inc. | 2,375 | $21.2K | 0.00% | +161+7.3% | Added |
| Barrett & Company, Inc. | 2,467 | $22.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,960 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,371 | $29.0K | 0.01% | +3,371 | New |
| Park Square Financial Group, LLC | 4,508 | $40.2K | 0.03% | +4,508 | New |
| Hollencrest Capital Management | 4,915 | $43.8K | 0.00% | +182+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,120 | $45.7K | 0.00% | −2,476−32.6% | Reduced |
| Signaturefd, LLC | 5,586 | $49.8K | 0.00% | +158+2.9% | Added |
| Principal Securities, Inc. | 5,677 | $50.6K | 0.00% | +217+4.0% | Added |
| CoreFirst Bank & Trust | 6,118 | $54.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 6,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,878 | $61.4K | 0.00% | −3,872−36.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $65.3K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,378 | $92.6K | 0.00% | −102−1.0% | Reduced |
| Cary Street Partners Financial LLC | 10,432 | $93.1K | 0.00% | +10,432 | New |
| Truist Financial Corp | 11,691 | $104.3K | 0.00% | +11,691 | New |
| Stratos Wealth Partners, LTD. | 11,702 | $104.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,741 | $104.7K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 11,821 | $105.4K | 0.01% | +11,821 | New |
| Cullen/Frost Bankers, Inc. | 11,840 | $105.6K | 0.00% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,950 | $106.6K | 0.01% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 11,950 | $106.6K | 0.06% | +11,950 | New |
| MGB Wealth Management, LLC | 12,349 | $110.2K | 0.03% | −2,250−15.4% | Reduced |
| Stratos Wealth Advisors, LLC | 12,707 | $113.3K | 0.01% | +474+3.9% | Added |
| Burford Brothers, Inc. | 13,070 | $116.6K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,606 | $121.4K | 0.00% | +13,606 | New |
| Camelot Portfolios, LLC | 13,790 | $123.0K | 0.13% | −1,741−11.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,956 | $124.5K | 0.00% | +13,956 | New |
| Level Four Advisory Services, LLC | 13,965 | $124.6K | 0.01% | −4,014−22.3% | Reduced |
| Platform Technology Partners | 14,051 | $125.3K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 14,155 | $126.3K | 0.05% | +527+3.9% | Added |
| Trilogy Capital Inc. | 14,967 | $133.5K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,194 | $135.5K | 0.01% | −1,800−10.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,920 | $142.0K | 0.02% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 16,576 | $147.9K | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,726 | $149.2K | 0.00% | +16,726 | New |
| Financial & Tax Architects, LLC | 17,569 | $156.7K | 0.04% | +17,569 | New |
| Ameritas Advisory Services, LLC | 17,583 | $156.8K | 0.01% | +600+3.5% | Added |
| NWF Advisory Services Inc. | 17,943 | $160.1K | 0.02% | −5,159−22.3% | Reduced |
| Investment Advisory Group, LLC | 18,000 | $160.6K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,342 | $172.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21,180 | $188.9K | 0.01% | −11,942−36.1% | Reduced |
| Colony Group, LLC | 21,593 | $192.6K | 0.00% | +2,073+10.6% | Added |
| Shulman DeMeo Asset Management LLC | 21,685 | $193.4K | 0.05% | −132−0.6% | Reduced |
| Jones Road Capital Management, L.P. | 21,804 | $194.5K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 22,500 | $200.7K | 0.00% | +6,634+41.8% | Added |
| Private Advisor Group, LLC | 23,324 | $208.1K | 0.00% | −71−0.3% | Reduced |
| Captrust Financial Advisors | 23,600 | $210.5K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 23,861 | $212.8K | 0.01% | +23,861 | New |
| Centurion Wealth Management LLC | 23,924 | $213.4K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 24,715 | $220.5K | 0.02% | +145+0.6% | Added |
| Logan Stone Capital, LLC | 24,866 | $221.8K | 0.07% | +24,866 | New |
| Chicago Partners Investment Group LLC | 24,720 | $223.2K | 0.01% | +4,738+23.7% | Added |
| HighTower Advisors, LLC | 25,383 | $226.4K | 0.00% | −23,113−47.7% | Reduced |
| Quadcap Wealth Management, LLC | 25,663 | $228.9K | 0.03% | −180−0.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 26,414 | $235.6K | 0.08% | +7,539+39.9% | Added |
| Diversify Wealth Management, LLC | 27,200 | $240.4K | 0.02% | +27,200 | New |
| Jane Street Group, LLC | 27,480 | $245.1K | 0.00% | +14,041+104.5% | Added |
| Wetherby Asset Management Inc | 27,696 | $247.1K | 0.01% | +531+2.0% | Added |
| Kovack Advisors, Inc. | 29,568 | $263.7K | 0.03% | −3,637−11.0% | Reduced |
| Sheets Smith Wealth Management | 30,007 | $267.7K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,063 | $268.2K | 0.00% | +2,131+7.6% | Added |
| Sanctuary Advisors, LLC | 31,816 | $271.4K | 0.00% | −70,120−68.8% | Reduced |
| Integrated Wealth Concepts LLC | 31,689 | $282.7K | 0.00% | +1,325+4.4% | Added |
| MML Investors Services, LLC | 33,717 | $301.0K | 0.00% | +5,577+19.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,956 | $302.9K | 0.04% | +33,956 | New |
| Carolinas Wealth Consulting LLC | 34,420 | $307.0K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 35,199 | $314.0K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 35,541 | $317.0K | 0.13% | −202,370−85.1% | Reduced |
| Comerica Bank | 37,839 | $337.5K | 0.00% | +96+0.3% | Added |
| E&G Advisors, LP | 38,899 | $347.0K | 0.09% | −3,400−8.0% | Reduced |
| Western Wealth Management, LLC | 39,702 | $354.1K | 0.02% | +2,774+7.5% | Added |
| RVW Wealth, LLC | 40,349 | $359.9K | 0.03% | +11,312+39.0% | Added |
| Fortitude Advisory Group L.L.C. | 42,687 | $380.8K | 0.23% | +1,706+4.2% | Added |
| Conning Inc. | 43,050 | $384.0K | 0.01% | −10,950−20.3% | Reduced |
| Wedbush Securities Inc | 46,521 | $415.0K | 0.01% | −22,351−32.5% | Reduced |
| Concurrent Investment Advisors, LLC | 50,178 | $447.6K | 0.01% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 50,814 | $453.3K | 0.25% | +50,814 | New |
| CoreCap Advisors, LLC | 51,041 | $455.3K | 0.02% | +1,000+2.0% | Added |