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, Q1 2025
Institutional positions in Nuveen Floating Rate Income Fund as of Mar 31, 2025. 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
- 173
- +13 vs. Q4 2024
- Shares held
- 55.5M
- +19.9M (+55.8%) vs. Q4 2024
- Total value
- $470.0M
- +$152.3M (+47.9%) vs. Q4 2024
- New holders
- 35
- 70 more added
- Sold out
- 22
- 30 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,575,445 | $64.2M | 0.00% | +2,428,627+47.2% | Added |
| Sit Investment Associates Inc | 6,549,321 | $55.5M | 1.30% | +6,549,321 | New |
| Mariner Investment Group LLC | 4,790,000 | $40.6M | 16.03% | +4,790,000 | New |
| LPL Financial LLC | 2,739,593 | $23.2M | 0.01% | +3,878+0.1% | Added |
| Invesco Ltd. | 2,662,600 | $22.6M | 0.00% | +675,500+34.0% | Added |
| Bank of America Corp | 2,444,635 | $20.7M | 0.00% | +28,066+1.2% | Added |
| Congress Park Capital LLC | 2,421,539 | $20.5M | 7.77% | +877,338+56.8% | Added |
| Penserra Capital Management LLC | 2,024,724 | $17.1M | 0.31% | +52,616+2.7% | Added |
| Guggenheim Capital LLC | 1,993,236 | $16.9M | 0.16% | +194,418+10.8% | Added |
| Cyndeo Wealth Partners, LLC | 1,444,000 | $12.2M | 0.80% | +1,021,050+241.4% | Added |
| Raymond James Financial Inc | 1,412,852 | $12.0M | 0.00% | +47,985+3.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,172,900 | $9.93M | 3.38% | +504,309+75.4% | Added |
| Royal Bank of Canada | 1,165,402 | $9.87M | 0.00% | +115,098+11.0% | Added |
| Advisors Asset Management, Inc. | 1,093,374 | $9.26M | 0.17% | +32,319+3.0% | Added |
| Rockefeller Capital Management L.P. | 984,933 | $8.34M | 0.02% | +104,268+11.8% | Added |
| UBS Group AG | 919,715 | $7.79M | 0.00% | +5,955+0.7% | Added |
| Cohen & Steers, Inc. | 853,263 | $7.23M | 0.01% | +142,211+20.0% | Added |
| Ethos Financial Group, LLC | 732,569 | $6.20M | 0.59% | +732,569 | New |
| Envestnet Asset Management Inc | 688,115 | $5.83M | 0.00% | +297,657+76.2% | Added |
| Wells Fargo & Company | 650,208 | $5.51M | 0.00% | −109,386−14.4% | Reduced |
| Yakira Capital Management, Inc. | 625,691 | $5.30M | 2.16% | +625,691 | New |
| Ameriprise Financial Inc | 616,628 | $5.22M | 0.00% | −54,263−8.1% | Reduced |
| Baird Financial Group, Inc. | 612,983 | $5.19M | 0.01% | +91,687+17.6% | Added |
| Icon Advisers Inc | 608,030 | $5.15M | 1.20% | +608,030 | New |
| Coastal Bridge Advisors, LLC | 565,579 | $4.79M | 0.68% | +101,999+22.0% | Added |
| Commonwealth Equity Services, LLC | 435,693 | $3.69M | 0.01% | +6,671+1.6% | Added |
| RFG Advisory, LLC | 383,941 | $3.25M | 0.09% | +2,941+0.8% | Added |
| J.W. Cole Advisors, Inc. | 324,863 | $2.75M | 0.09% | +324,863 | New |
| GraniteShares Advisors LLC | 290,860 | $2.46M | 1.57% | +17,630+6.5% | Added |
| Capital Investment Advisors, LLC | 266,040 | $2.25M | 0.04% | −17,201−6.1% | Reduced |
| International Assets Investment Management, LLC | 253,059 | $2.14M | 0.19% | +16,334+6.9% | Added |
| Advisor Group Holdings, Inc. | 241,097 | $2.04M | 0.00% | −204,763−45.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 241,110 | $2.04M | 0.01% | +22,792+10.4% | Added |
| Mercer Global Advisors Inc | 212,919 | $1.80M | 0.00% | −1,777−0.8% | Reduced |
| Cetera Investment Advisers | 202,997 | $1.72M | 0.00% | +17,921+9.7% | Added |
| RSM US Wealth Management LLC | 178,456 | $1.53M | 0.02% | +73,541+70.1% | Added |
| Aviance Capital Partners, LLC | 178,096 | $1.51M | 0.21% | +895+0.5% | Added |
| Bank of Montreal | 173,267 | $1.47M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 154,958 | $1.31M | 0.01% | −1,793−1.1% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 144,895 | $1.23M | 1.19% | +25,391+21.2% | Added |
| Horizon Kinetics Asset Management LLC | 143,818 | $1.22M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 143,567 | $1.22M | 0.01% | +37,835+35.8% | Added |
| Virtus Investment Advisers, Inc. | 130,663 | $1.11M | 0.30% | +130,663 | New |
| Thrivent Financial for Lutherans | 126,769 | $1.07M | 0.00% | +7,059+5.9% | Added |
| Bramshill Investments, LLC | 111,157 | $941.5K | 0.10% | +18,638+20.1% | Added |
| Independent Financial Group, LLC | 109,282 | $925.6K | 0.03% | −26,715−19.6% | Reduced |
| Melfa Wealth Management, LLC | 107,234 | $908.3K | 0.61% | −4,092−3.7% | Reduced |
| Shaker Financial Services, LLC | 104,157 | $891.1K | 0.35% | −11,135−9.7% | Reduced |
| Oppenheimer & Co Inc | 99,307 | $841.1K | 0.01% | +26,492+36.4% | Added |
| Gill Capital Partners, LLC | 98,653 | $835.6K | 0.29% | −1,728−1.7% | Reduced |
| Advisory Services Network, LLC | 96,903 | $820.8K | 0.02% | +4,515+4.9% | Added |
| Sigma Planning Corp | 94,786 | $802.8K | 0.03% | +17,459+22.6% | Added |
| Janney Montgomery Scott LLC | 92,919 | $787.0K | 0.00% | +688+0.7% | Added |
| Harbour Investments, Inc. | 91,784 | $777.4K | 0.02% | +15,397+20.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 83,418 | $706.5K | 0.19% | +83,418 | New |
| Wealth Enhancement Advisory Services, LLC | 81,699 | $692.0K | 0.00% | +67,743+485.4% | Added |
| CF Capital LLC | 84,347 | $679.4K | 0.69% | +84,347 | New |
| Gladstone Institutional Advisory LLC | 77,880 | $659.6K | 0.03% | +1,800+2.4% | Added |
| Edgemoor Investment Advisors, Inc. | 74,517 | $631.2K | 0.06% | +12,420+20.0% | Added |
| Seelaus Asset Management LLC | 68,858 | $583.2K | 0.56% | +7,358+12.0% | Added |
| Stifel Financial Corp | 65,321 | $553.3K | 0.00% | −877−1.3% | Reduced |
| Jones Road Capital Management, L.P. | 65,227 | $552.5K | 0.39% | +43,423+199.2% | Added |
| XTX Topco Ltd | 62,902 | $532.8K | 0.03% | +62,902 | New |
| Robinson Capital Management, LLC | 60,480 | $512.3K | 0.21% | +60,480 | New |
| Kovack Advisors, Inc. | 59,476 | $503.8K | 0.05% | +29,908+101.1% | Added |
| Collar Capital Management, LLC | 58,555 | $496.0K | 0.45% | −13,409−18.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 57,556 | $487.5K | 0.00% | +46+0.1% | Added |
| Koshinski Asset Management, Inc. | 57,257 | $485.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 52,826 | $447.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 51,667 | $437.6K | 0.01% | +1,489+3.0% | Added |
| Grove Bank & Trust | 50,000 | $423.5K | 0.06% | +50,000 | New |
| CoreCap Advisors, LLC | 48,841 | $413.7K | 0.02% | −2,200−4.3% | Reduced |
| Conning Inc. | 43,050 | $364.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 42,497 | $360.0K | 0.01% | −4,024−8.6% | Reduced |
| Jane Street Group, LLC | 42,062 | $356.3K | 0.00% | +14,582+53.1% | Added |
| Calamos Advisors LLC | 41,500 | $351.5K | 0.00% | +41,500 | New |
| Calton & Associates, Inc. | 41,340 | $350.1K | 0.08% | +41,340 | New |
| World Equity Group, Inc. | 41,046 | $347.7K | 0.10% | −31,446−43.4% | Reduced |
| RVW Wealth, LLC | 40,349 | $341.8K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 40,240 | $340.8K | 0.05% | +22,297+124.3% | Added |
| Fortitude Advisory Group L.L.C. | 42,687 | $338.5K | 0.24% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 38,617 | $327.1K | 0.05% | +38,617 | New |
| E&G Advisors, LP | 38,219 | $323.7K | 0.09% | −680−1.7% | Reduced |
| Comerica Bank | 38,096 | $322.7K | 0.00% | +257+0.7% | Added |
| ORG Partners LLC | 36,655 | $311.5K | 0.08% | +36,655 | New |
| Sheets Smith Wealth Management | 36,010 | $305.0K | 0.04% | +6,003+20.0% | Added |
| Mission Wealth Management, LP | 34,433 | $291.6K | 0.01% | −64,386−65.2% | Reduced |
| Carolinas Wealth Consulting LLC | 34,420 | $291.5K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 34,197 | $289.6K | 0.01% | −1,002−2.8% | Reduced |
| Mariner, LLC | 33,997 | $288.0K | 0.00% | +11,497+51.1% | Added |
| Integrated Wealth Concepts LLC | 33,135 | $280.7K | 0.00% | +1,446+4.6% | Added |
| Susquehanna International Group, LLP | 32,359 | $274.1K | 0.00% | +32,359 | New |
| Sanctuary Advisors, LLC | 31,648 | $268.1K | 0.00% | −168−0.5% | Reduced |
| HighTower Advisors, LLC | 30,849 | $261.3K | 0.00% | +5,466+21.5% | Added |
| City of London Investment Management Co Ltd | 30,350 | $257.1K | 0.03% | +30,350 | New |
| Kestra Advisory Services, LLC | 29,115 | $246.6K | 0.00% | −51,222−63.8% | Reduced |
| D.A. Davidson & Co. | 27,848 | $235.9K | 0.00% | −2,215−7.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 26,414 | $235.6K | 0.08% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 26,460 | $224.1K | 0.19% | +26,460 | New |
| Diversify Wealth Management, LLC | 27,201 | $220.3K | 0.02% | +10.0% | Added |