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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 52,826 | $471.2K | 0.00% | +52,826 | New |
| Koshinski Asset Management, Inc. | 57,257 | $510.7K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,510 | $513.0K | 0.00% | −1,003−1.7% | Reduced |
| Seelaus Asset Management LLC | 61,500 | $548.6K | 0.50% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 62,097 | $553.9K | 0.05% | −2,450−3.8% | Reduced |
| Stifel Financial Corp | 66,198 | $590.5K | 0.00% | +3,089+4.9% | Added |
| Collar Capital Management, LLC | 71,964 | $641.9K | 0.53% | +71,964 | New |
| World Equity Group, Inc. | 72,492 | $646.6K | 0.14% | +39,446+119.4% | Added |
| Oppenheimer & Co Inc | 72,815 | $649.5K | 0.01% | +2,572+3.7% | Added |
| Gladstone Institutional Advisory LLC | 76,080 | $678.6K | 0.03% | −925−1.2% | Reduced |
| Harbour Investments, Inc. | 76,387 | $681.4K | 0.02% | +602+0.8% | Added |
| Sigma Planning Corp | 77,327 | $689.8K | 0.02% | −551−0.7% | Reduced |
| Kestra Advisory Services, LLC | 80,337 | $716.6K | 0.00% | +54,718+213.6% | Added |
| First Trust Advisors LP | 84,360 | $752.5K | 0.00% | −1,767−2.1% | Reduced |
| Janney Montgomery Scott LLC | 92,231 | $823.0K | 0.00% | +5,388+6.2% | Added |
| Advisory Services Network, LLC | 92,388 | $824.1K | 0.02% | +17,807+23.9% | Added |
| Bramshill Investments, LLC | 92,519 | $825.3K | 0.13% | −871−0.9% | Reduced |
| Virtus ETF Advisers LLC | 93,878 | $837.4K | 0.34% | +12,189+14.9% | Added |
| Mission Wealth Management, LP | 98,819 | $881.5K | 0.02% | −18,547−15.8% | Reduced |
| Gill Capital Partners, LLC | 100,381 | $895.4K | 0.32% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 104,915 | $940.6K | 0.01% | +18,640+21.6% | Added |
| Avantax Advisory Services, Inc. | 105,732 | $943.1K | 0.01% | +30,629+40.8% | Added |
| Melfa Wealth Management, LLC | 111,326 | $993.0K | 0.66% | −6,273−5.3% | Reduced |
| Shaker Financial Services, LLC | 115,292 | $1.03M | 0.39% | −61,762−34.9% | Reduced |
| Natixis | 116,009 | $1.04M | 0.01% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 119,504 | $1.07M | 0.79% | +60,450+102.4% | Added |
| Thrivent Financial for Lutherans | 119,710 | $1.07M | 0.00% | −13,690−10.3% | Reduced |
| Independent Financial Group, LLC | 135,997 | $1.21M | 0.04% | +19,178+16.4% | Added |
| Horizon Kinetics Asset Management LLC | 143,818 | $1.28M | 0.02% | −300−0.2% | Reduced |
| Byrne Asset Management LLC | 147,225 | $1.31M | 0.93% | −27,775−15.9% | Reduced |
| GWM Advisors LLC | 156,751 | $1.40M | 0.01% | −7,181−4.4% | Reduced |
| Bank of Montreal | 173,267 | $1.55M | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 177,201 | $1.58M | 0.22% | +7,785+4.6% | Added |
| Cetera Investment Advisers | 185,076 | $1.65M | 0.00% | +67,963+58.0% | Added |
| Kades & Cheifetz LLC | 209,283 | $1.87M | 0.96% | −7,677−3.5% | Reduced |
| Mercer Global Advisors Inc | 214,696 | $1.92M | 0.00% | +214,696 | New |
| Cambridge Investment Research Advisors, Inc. | 218,318 | $1.95M | 0.01% | −10,205−4.5% | Reduced |
| International Assets Investment Management, LLC | 236,725 | $2.13M | 0.18% | −1,867,417−88.7% | Reduced |
| GraniteShares Advisors LLC | 273,230 | $2.44M | 1.54% | −10,107−3.6% | Reduced |
| Capital Investment Advisors, LLC | 283,241 | $2.53M | 0.05% | −7,280−2.5% | Reduced |
| RFG Advisory, LLC | 381,000 | $3.40M | 0.10% | −1,375−0.4% | Reduced |
| Envestnet Asset Management Inc | 390,458 | $3.48M | 0.00% | +7,211+1.9% | Added |
| Cyndeo Wealth Partners, LLC | 422,950 | $3.77M | 0.26% | −134,500−24.1% | Reduced |
| Commonwealth Equity Services, LLC | 429,022 | $3.83M | 0.01% | +51,249+13.6% | Added |
| Advisor Group Holdings, Inc. | 445,860 | $3.98M | 0.01% | +82,396+22.7% | Added |
| Coastal Bridge Advisors, LLC | 463,580 | $4.14M | 1.04% | −14,442−3.0% | Reduced |
| Baird Financial Group, Inc. | 521,296 | $4.65M | 0.01% | +2,680+0.5% | Added |
| Pathstone Holdings, LLC | 549,904 | $4.91M | 0.02% | −361,917−39.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 668,591 | $5.96M | 1.91% | +20,566+3.2% | Added |
| Ameriprise Financial Inc | 670,891 | $5.99M | 0.00% | +45,970+7.4% | Added |
| Cohen & Steers, Inc. | 711,052 | $6.34M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 759,594 | $6.78M | 0.00% | +47,424+6.7% | Added |
| Rockefeller Capital Management L.P. | 880,665 | $7.86M | 0.02% | +127,024+16.9% | Added |
| UBS Group AG | 913,760 | $8.15M | 0.00% | −3,705−0.4% | Reduced |
| Royal Bank of Canada | 1,050,304 | $9.37M | 0.00% | +24,225+2.4% | Added |
| Advisors Asset Management, Inc. | 1,061,055 | $9.46M | 0.17% | +43,259+4.3% | Added |
| Raymond James Financial Inc | 1,364,867 | $12.2M | 0.00% | +1,364,867 | New |
| Congress Park Capital LLC | 1,544,201 | $13.8M | 5.00% | +49,963+3.3% | Added |
| Guggenheim Capital LLC | 1,798,818 | $16.0M | 0.13% | +318,303+21.5% | Added |
| Penserra Capital Management LLC | 1,972,108 | $17.6M | 0.32% | +132,860+7.2% | Added |
| Invesco Ltd. | 1,987,100 | $17.7M | 0.00% | −186,648−8.6% | Reduced |
| Bank of America Corp | 2,416,569 | $21.6M | 0.00% | −11,499−0.5% | Reduced |
| LPL Financial LLC | 2,735,715 | $24.4M | 0.01% | −39,472−1.4% | Reduced |
| Morgan Stanley | 5,146,818 | $45.9M | 0.00% | −17,256−0.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −219,419−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −110,833−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −87,497−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,394−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −33,750−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −26,625−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −20,143−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −17,591−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −15,447−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,687−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,535−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −12,273−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |