Skip to main content

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.

Institutional holdersQ4 2024: 164 institutions
Q1 2021: 95 institutionsQ2 2021: 105 institutionsQ3 2021: 102 institutionsQ4 2021: 104 institutionsQ1 2022: 100 institutionsQ2 2022: 94 institutionsQ3 2022: 91 institutionsQ4 2022: 102 institutionsQ1 2023: 100 institutionsQ2 2023: 101 institutionsQ3 2023: 171 institutionsQ4 2023: 178 institutionsQ1 2024: 175 institutionsQ2 2024: 172 institutionsQ3 2024: 161 institutionsQ4 2024: 164 institutionsQ1 2025: 173 institutionsQ2 2025: 170 institutionsQ3 2025: 177 institutionsQ4 2025: 190 institutionsQ1 2026: 187 institutionsQ2 2026: 174 institutions
Value heldQ4 2024: $319.8M
Q1 2021: $235.4MQ2 2021: $215.3MQ3 2021: $187.8MQ4 2021: $179.6MQ1 2022: $169.9MQ2 2022: $159.3MQ3 2022: $149.7MQ4 2022: $148.0MQ1 2023: $151.0MQ2 2023: $144.0MQ3 2023: $335.0MQ4 2023: $336.4MQ1 2024: $336.7MQ2 2024: $312.6MQ3 2024: $314.0MQ4 2024: $319.8MQ1 2025: $470.0MQ2 2025: $467.3MQ3 2025: $440.8MQ4 2025: $455.8MQ1 2026: $450.4MQ2 2026: $458.0M
Institutions holding JFR and their total value by quarter
QuarterHoldersValue
Q2 2026174$458.0M
Q1 2026187$450.4M
Q4 2025190$455.8M
Q3 2025177$440.8M
Q2 2025170$467.3M
Q1 2025173$470.0M
Q4 2024164$319.8M
Q3 2024161$314.0M
Q2 2024172$312.6M
Q1 2024175$336.7M
Q4 2023178$336.4M
Q3 2023171$335.0M
Q2 2023101$144.0M
Q1 2023100$151.0M
Q4 2022102$148.0M
Q3 202291$149.7M
Q2 202294$159.3M
Q1 2022100$169.9M
Q4 2021104$179.6M
Q3 2021102$187.8M
Q2 2021105$215.3M
Q1 202195$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.

Institutions holding JFR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Colony Group, LLC21,593$192.6K0.00%+2,073+10.6%Added
Farther Finance Advisors, LLC21,180$188.9K0.01%−11,942−36.1%Reduced
Snowden Capital Advisors LLC19,342$172.5K0.01%00.0%Unchanged
Investment Advisory Group, LLC18,000$160.6K0.05%00.0%Unchanged
NWF Advisory Services Inc.17,943$160.1K0.02%−5,159−22.3%Reduced
Ameritas Advisory Services, LLC17,583$156.8K0.01%+600+3.5%Added
Financial & Tax Architects, LLC17,569$156.7K0.04%+17,569New
Citadel Advisors LLC16,726$149.2K0.00%+16,726New
QSV Equity Investors LLC16,576$147.9K0.14%00.0%Unchanged
Redhawk Wealth Advisors, Inc.15,920$142.0K0.02%00.0%Unchanged
ProVise Management Group, LLC15,194$135.5K0.01%−1,800−10.6%Reduced
Trilogy Capital Inc.14,967$133.5K0.01%00.0%Unchanged
Samalin Investment Counsel, LLC14,155$126.3K0.05%+527+3.9%Added
Platform Technology Partners14,051$125.3K0.04%00.0%Unchanged
Level Four Advisory Services, LLC13,965$124.6K0.01%−4,014−22.3%Reduced
Wealth Enhancement Advisory Services, LLC13,956$124.5K0.00%+13,956New
Camelot Portfolios, LLC13,790$123.0K0.13%−1,741−11.2%Reduced
Goldman Sachs Group Inc13,606$121.4K0.00%+13,606New
Burford Brothers, Inc.13,070$116.6K0.06%00.0%Unchanged
Stratos Wealth Advisors, LLC12,707$113.3K0.01%+474+3.9%Added
MGB Wealth Management, LLC12,349$110.2K0.03%−2,250−15.4%Reduced
GM Advisory Group, Inc.11,950$106.6K0.01%00.0%Unchanged
Westbourne Investments, Inc.11,950$106.6K0.06%+11,950New
Cullen/Frost Bankers, Inc.11,840$105.6K0.00%00.0%Unchanged
Elequin Capital LP11,821$105.4K0.01%+11,821New
Wealth Alliance Advisory Group, LLC11,741$104.7K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.11,702$104.4K0.00%00.0%Unchanged
Truist Financial Corp11,691$104.3K0.00%+11,691New
Cary Street Partners Financial LLC10,432$93.1K0.00%+10,432New
Ieq Capital, LLC10,378$92.6K0.00%−102−1.0%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.7,317$65.3K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,878$61.4K0.00%−3,872−36.0%Reduced
Spire Wealth Management6,500$58.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust6,118$54.6K0.03%00.0%Unchanged
Principal Securities, Inc.5,677$50.6K0.00%+217+4.0%Added
Signaturefd, LLC5,586$49.8K0.00%+158+2.9%Added
Northwestern Mutual Wealth Management Co5,120$45.7K0.00%−2,476−32.6%Reduced
Hollencrest Capital Management4,915$43.8K0.00%+182+3.8%Added
Park Square Financial Group, LLC4,508$40.2K0.03%+4,508New
Ameriflex Group, Inc.3,371$29.0K0.01%+3,371New
GPS Wealth Strategies Group, LLC2,960$26.4K0.00%00.0%Unchanged
Barrett & Company, Inc.2,467$22.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.2,375$21.2K0.00%+161+7.3%Added
TD Waterhouse Canada Inc.2,000$17.8K0.00%+2,000New
CWM, LLC1,882$17.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,887$16.8K0.00%+70+3.9%Added
Kimelman & Baird, LLC1,823$16.3K0.00%00.0%Unchanged
Raleigh Capital Management Inc.1,750$15.6K0.01%+120+7.4%Added
WPG Advisers, LLC1,655$14.8K0.01%+1,655New
Bogart Wealth, LLC1,578$14.1K0.00%00.0%Unchanged
Albion Financial Group1,200$10.7K0.00%+1,200New
Hantz Financial Services, Inc.1,161$10.0K0.00%+1,161New
Allworth Financial LP749$6.41K0.00%+749New
CIBC Private Wealth Group, LLC568$5.13K0.00%00.0%Unchanged
WR Wealth Planners, LLC230$2.05K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.250$2.00K0.00%+250New
The PNC Financial Services Group, Inc.158$1.41K0.00%00.0%Unchanged
Assetmark, Inc132$1.18K0.00%00.0%Unchanged
Lindbrook Capital, LLC120$1.07K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC59$5330.00%00.0%Unchanged
Synergy Financial Management, LLC55$4850.00%+55New
NBC Securities, Inc.4$360.00%−4,103−99.9%Reduced
Huntington National Bank–$90.00%––
St Germain D J Co Inc0$10.00%0Unchanged
Prevail Innovative Wealth Advisors, LLC0$00.00%−219,419−100.0%Sold out
Walleye Capital LLC0$00.00%−110,833−100.0%Sold out
1607 Capital Partners, LLC0$00.00%−87,497−100.0%Sold out
HRT Financial LP0$00.00%−38,394−100.0%Sold out
Calton & Associates, Inc.0$00.00%−33,750−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−26,625−100.0%Sold out
Klingman & Associates, LLC0$00.00%−20,143−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−17,591−100.0%Sold out
Transform Wealth, LLC0$00.00%−15,447−100.0%Sold out
CI Private Wealth, LLC0$00.00%−12,687−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,535−100.0%Sold out
IFG Advisory, LLC0$00.00%−12,273−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−10,432−100.0%Sold out
Larson Financial Group LLC0$00.00%−2,170−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−1,972−100.0%Sold out
Wintrust Investments LLC0$00.00%−1,282−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,200−100.0%Sold out
Robinson Capital Management, LLC0$00.00%−188−100.0%Sold out
IFP Advisors, Inc0$00.00%−56−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−11−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James & Associates––––Not filed