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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 21,593 | $192.6K | 0.00% | +2,073+10.6% | Added |
| Farther Finance Advisors, LLC | 21,180 | $188.9K | 0.01% | −11,942−36.1% | Reduced |
| Snowden Capital Advisors LLC | 19,342 | $172.5K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 18,000 | $160.6K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 17,943 | $160.1K | 0.02% | −5,159−22.3% | Reduced |
| Ameritas Advisory Services, LLC | 17,583 | $156.8K | 0.01% | +600+3.5% | Added |
| Financial & Tax Architects, LLC | 17,569 | $156.7K | 0.04% | +17,569 | New |
| Citadel Advisors LLC | 16,726 | $149.2K | 0.00% | +16,726 | New |
| QSV Equity Investors LLC | 16,576 | $147.9K | 0.14% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 15,920 | $142.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,194 | $135.5K | 0.01% | −1,800−10.6% | Reduced |
| Trilogy Capital Inc. | 14,967 | $133.5K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 14,155 | $126.3K | 0.05% | +527+3.9% | Added |
| Platform Technology Partners | 14,051 | $125.3K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,965 | $124.6K | 0.01% | −4,014−22.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,956 | $124.5K | 0.00% | +13,956 | New |
| Camelot Portfolios, LLC | 13,790 | $123.0K | 0.13% | −1,741−11.2% | Reduced |
| Goldman Sachs Group Inc | 13,606 | $121.4K | 0.00% | +13,606 | New |
| Burford Brothers, Inc. | 13,070 | $116.6K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,707 | $113.3K | 0.01% | +474+3.9% | Added |
| MGB Wealth Management, LLC | 12,349 | $110.2K | 0.03% | −2,250−15.4% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 11,840 | $105.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11,821 | $105.4K | 0.01% | +11,821 | New |
| Wealth Alliance Advisory Group, LLC | 11,741 | $104.7K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,702 | $104.4K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,691 | $104.3K | 0.00% | +11,691 | New |
| Cary Street Partners Financial LLC | 10,432 | $93.1K | 0.00% | +10,432 | New |
| Ieq Capital, LLC | 10,378 | $92.6K | 0.00% | −102−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $65.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,878 | $61.4K | 0.00% | −3,872−36.0% | Reduced |
| Spire Wealth Management | 6,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6,118 | $54.6K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,677 | $50.6K | 0.00% | +217+4.0% | Added |
| Signaturefd, LLC | 5,586 | $49.8K | 0.00% | +158+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,120 | $45.7K | 0.00% | −2,476−32.6% | Reduced |
| Hollencrest Capital Management | 4,915 | $43.8K | 0.00% | +182+3.8% | Added |
| Park Square Financial Group, LLC | 4,508 | $40.2K | 0.03% | +4,508 | New |
| Ameriflex Group, Inc. | 3,371 | $29.0K | 0.01% | +3,371 | New |
| GPS Wealth Strategies Group, LLC | 2,960 | $26.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,467 | $22.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,375 | $21.2K | 0.00% | +161+7.3% | Added |
| TD Waterhouse Canada Inc. | 2,000 | $17.8K | 0.00% | +2,000 | New |
| CWM, LLC | 1,882 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,887 | $16.8K | 0.00% | +70+3.9% | Added |
| Kimelman & Baird, LLC | 1,823 | $16.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,750 | $15.6K | 0.01% | +120+7.4% | Added |
| WPG Advisers, LLC | 1,655 | $14.8K | 0.01% | +1,655 | New |
| Bogart Wealth, LLC | 1,578 | $14.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,200 | $10.7K | 0.00% | +1,200 | New |
| Hantz Financial Services, Inc. | 1,161 | $10.0K | 0.00% | +1,161 | New |
| Allworth Financial LP | 749 | $6.41K | 0.00% | +749 | New |
| CIBC Private Wealth Group, LLC | 568 | $5.13K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 230 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $2.00K | 0.00% | +250 | New |
| The PNC Financial Services Group, Inc. | 158 | $1.41K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $1.07K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 59 | $533 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 55 | $485 | 0.00% | +55 | New |
| NBC Securities, Inc. | 4 | $36 | 0.00% | −4,103−99.9% | Reduced |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |