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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $4 | 0.00% | −567−99.8% | Reduced |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 23 | $195 | 0.00% | +23 | New |
| Quarry LP | 65 | $551 | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 120 | $1.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $1.12K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 132 | $1.12K | 0.00% | −5,454−97.6% | Reduced |
| NBC Securities, Inc. | 550 | $4.00K | 0.00% | +546+13,650.0% | Added |
| Byrne Asset Management LLC | 666 | $5.64K | 0.00% | −146,559−99.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 870 | $7.37K | 0.00% | −4,250−83.0% | Reduced |
| Noble Wealth Management PBC | 900 | $7.62K | 0.01% | +900 | New |
| Wealth Preservation Advisors, LLC | 965 | $8.17K | 0.01% | +965 | New |
| Coldstream Capital Management Inc | 1,004 | $8.50K | 0.00% | +1,004 | New |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.01% | +1,200 | New |
| Bogart Wealth, LLC | 1,578 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,823 | $15.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,882 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,376 | $20.1K | 0.00% | +2,376 | New |
| Barrett & Company, Inc. | 2,467 | $20.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,771 | $22.3K | 0.00% | +2,022+270.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,960 | $25.1K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,337 | $28.3K | 0.02% | +3,337 | New |
| Ameriflex Group, Inc. | 3,371 | $28.6K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,779 | $32.0K | 0.00% | +3,779 | New |
| Park Square Financial Group, LLC | 4,508 | $38.2K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,577 | $38.8K | 0.04% | +2,922+176.6% | Added |
| US Bancorp | 4,637 | $39.3K | 0.00% | +4,637 | New |
| Tower Research Capital LLC (TRC) | 4,711 | $39.9K | 0.00% | +4,711 | New |
| Hollencrest Capital Management | 5,784 | $49.0K | 0.00% | +869+17.7% | Added |
| Principal Securities, Inc. | 5,677 | $50.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,378 | $87.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 10,432 | $88.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,500 | $88.9K | 0.00% | +4,000+61.5% | Added |
| Wealth Alliance Advisory Group, LLC | 11,741 | $99.4K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,747 | $99.5K | 0.00% | +56+0.5% | Added |
| GM Advisory Group, Inc. | 11,950 | $101.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,718 | $107.7K | 0.00% | +12,560+7,949.4% | Added |
| Westbourne Investments, Inc. | 12,950 | $109.7K | 0.07% | +1,000+8.4% | Added |
| Stratos Wealth Advisors, LLC | 12,960 | $109.8K | 0.01% | +253+2.0% | Added |
| Burford Brothers, Inc. | 13,070 | $110.7K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,702 | $116.1K | 0.00% | −263−1.9% | Reduced |
| Platform Technology Partners | 14,051 | $119.0K | 0.03% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 14,360 | $121.6K | 0.02% | +14,360 | New |
| Two Sigma Securities, LLC | 14,898 | $126.2K | 0.02% | +14,898 | New |
| Trilogy Capital Inc. | 14,967 | $126.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15,000 | $127.0K | 0.00% | +3,160+26.7% | Added |
| ProVise Management Group, LLC | 15,194 | $128.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,239 | $129.4K | 0.00% | −5,941−28.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,920 | $134.8K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,550 | $140.2K | 0.09% | +2,760+20.0% | Added |
| QSV Equity Investors LLC | 16,576 | $140.4K | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,356 | $147.0K | 0.00% | +630+3.8% | Added |
| Merit Financial Group, LLC | 17,652 | $149.5K | 0.00% | +17,652 | New |
| Chicago Partners Investment Group LLC | 18,176 | $149.6K | 0.00% | −6,544−26.5% | Reduced |
| Park Avenue Securities LLC | 17,758 | $150.0K | 0.00% | +17,758 | New |
| Bank of New York Mellon Corp | 17,853 | $151.2K | 0.00% | +17,853 | New |
| Investment Advisory Group, LLC | 18,001 | $152.5K | 0.05% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 17,583 | $156.4K | 0.01% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 18,757 | $158.9K | 0.04% | +1,188+6.8% | Added |
| Samalin Investment Counsel, LLC | 21,046 | $178.3K | 0.07% | +6,891+48.7% | Added |
| Geneos Wealth Management Inc. | 21,546 | $182.5K | 0.01% | +19,171+807.2% | Added |
| Shulman DeMeo Asset Management LLC | 21,685 | $183.7K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,005 | $186.0K | 0.00% | −11,712−34.7% | Reduced |
| Nations Financial Group Inc, | 22,960 | $194.5K | 0.01% | −1,755−7.1% | Reduced |
| Private Advisor Group, LLC | 23,367 | $197.9K | 0.00% | +43+0.2% | Added |
| Captrust Financial Advisors | 23,600 | $199.9K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 23,698 | $206.3K | 0.07% | +11,349+91.9% | Added |
| StoneX Group Inc. | 24,392 | $206.7K | 0.01% | +531+2.2% | Added |
| Centurion Wealth Management LLC | 23,924 | $213.4K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 25,663 | $217.4K | 0.03% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 27,201 | $220.3K | 0.02% | +10.0% | Added |
| Accredited Investor Services, LLC | 26,460 | $224.1K | 0.19% | +26,460 | New |
| Glass Jacobson Investment Advisors llc | 26,414 | $235.6K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 27,848 | $235.9K | 0.00% | −2,215−7.4% | Reduced |
| Kestra Advisory Services, LLC | 29,115 | $246.6K | 0.00% | −51,222−63.8% | Reduced |
| City of London Investment Management Co Ltd | 30,350 | $257.1K | 0.03% | +30,350 | New |
| HighTower Advisors, LLC | 30,849 | $261.3K | 0.00% | +5,466+21.5% | Added |
| Sanctuary Advisors, LLC | 31,648 | $268.1K | 0.00% | −168−0.5% | Reduced |
| Susquehanna International Group, LLP | 32,359 | $274.1K | 0.00% | +32,359 | New |
| Integrated Wealth Concepts LLC | 33,135 | $280.7K | 0.00% | +1,446+4.6% | Added |
| Mariner, LLC | 33,997 | $288.0K | 0.00% | +11,497+51.1% | Added |
| HBK Sorce Advisory LLC | 34,197 | $289.6K | 0.01% | −1,002−2.8% | Reduced |
| Carolinas Wealth Consulting LLC | 34,420 | $291.5K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 34,433 | $291.6K | 0.01% | −64,386−65.2% | Reduced |
| Sheets Smith Wealth Management | 36,010 | $305.0K | 0.04% | +6,003+20.0% | Added |
| ORG Partners LLC | 36,655 | $311.5K | 0.08% | +36,655 | New |
| Comerica Bank | 38,096 | $322.7K | 0.00% | +257+0.7% | Added |
| E&G Advisors, LP | 38,219 | $323.7K | 0.09% | −680−1.7% | Reduced |
| New England Private Wealth Advisors LLC | 38,617 | $327.1K | 0.05% | +38,617 | New |
| Fortitude Advisory Group L.L.C. | 42,687 | $338.5K | 0.24% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 40,240 | $340.8K | 0.05% | +22,297+124.3% | Added |
| RVW Wealth, LLC | 40,349 | $341.8K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 41,046 | $347.7K | 0.10% | −31,446−43.4% | Reduced |
| Calton & Associates, Inc. | 41,340 | $350.1K | 0.08% | +41,340 | New |
| Calamos Advisors LLC | 41,500 | $351.5K | 0.00% | +41,500 | New |
| Jane Street Group, LLC | 42,062 | $356.3K | 0.00% | +14,582+53.1% | Added |
| Wedbush Securities Inc | 42,497 | $360.0K | 0.01% | −4,024−8.6% | Reduced |