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, 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.

Institutional holdersQ1 2025: 173 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 heldQ1 2025: $470.0M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2024.

Institutions holding JFR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
St Germain D J Co Inc0$10.00%0Unchanged
CIBC Private Wealth Group, LLC1$40.00%−567−99.8%Reduced
Huntington National Bank–$80.00%––
SRS Capital Advisors, Inc.23$1950.00%+23New
Quarry LP65$5510.00%+65New
Lindbrook Capital, LLC120$1.02K0.00%00.0%Unchanged
Assetmark, Inc132$1.12K0.00%00.0%Unchanged
Signaturefd, LLC132$1.12K0.00%−5,454−97.6%Reduced
NBC Securities, Inc.550$4.00K0.00%+546+13,650.0%Added
Byrne Asset Management LLC666$5.64K0.00%−146,559−99.5%Reduced
Northwestern Mutual Wealth Management Co870$7.37K0.00%−4,250−83.0%Reduced
Noble Wealth Management PBC900$7.62K0.01%+900New
Wealth Preservation Advisors, LLC965$8.17K0.01%+965New
Coldstream Capital Management Inc1,004$8.50K0.00%+1,004New
FNY Investment Advisers, LLC1,200$10.0K0.01%+1,200New
Bogart Wealth, LLC1,578$13.4K0.00%00.0%Unchanged
Kimelman & Baird, LLC1,823$15.4K0.00%00.0%Unchanged
CWM, LLC1,882$16.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.2,000$17.0K0.00%00.0%Unchanged
Bokf, NA2,376$20.1K0.00%+2,376New
Barrett & Company, Inc.2,467$20.9K0.01%00.0%Unchanged
Allworth Financial LP2,771$22.3K0.00%+2,022+270.0%Added
GPS Wealth Strategies Group, LLC2,960$25.1K0.00%00.0%Unchanged
Binnacle Investments Inc3,337$28.3K0.02%+3,337New
Ameriflex Group, Inc.3,371$28.6K0.01%00.0%Unchanged
Boston Private Wealth LLC3,779$32.0K0.00%+3,779New
Park Square Financial Group, LLC4,508$38.2K0.03%00.0%Unchanged
WPG Advisers, LLC4,577$38.8K0.04%+2,922+176.6%Added
US Bancorp4,637$39.3K0.00%+4,637New
Tower Research Capital LLC (TRC)4,711$39.9K0.00%+4,711New
Hollencrest Capital Management5,784$49.0K0.00%+869+17.7%Added
Principal Securities, Inc.5,677$50.6K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.7,317$62.0K0.01%00.0%Unchanged
Ieq Capital, LLC10,378$87.9K0.00%00.0%Unchanged
Cary Street Partners Financial LLC10,432$88.4K0.00%00.0%Unchanged
Spire Wealth Management10,500$88.9K0.00%+4,000+61.5%Added
Wealth Alliance Advisory Group, LLC11,741$99.4K0.02%00.0%Unchanged
Truist Financial Corp11,747$99.5K0.00%+56+0.5%Added
GM Advisory Group, Inc.11,950$101.2K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.12,718$107.7K0.00%+12,560+7,949.4%Added
Westbourne Investments, Inc.12,950$109.7K0.07%+1,000+8.4%Added
Stratos Wealth Advisors, LLC12,960$109.8K0.01%+253+2.0%Added
Burford Brothers, Inc.13,070$110.7K0.05%00.0%Unchanged
Level Four Advisory Services, LLC13,702$116.1K0.00%−263−1.9%Reduced
Platform Technology Partners14,051$119.0K0.03%00.0%Unchanged
Absolute Investment Advisers LLC14,360$121.6K0.02%+14,360New
Two Sigma Securities, LLC14,898$126.2K0.02%+14,898New
Trilogy Capital Inc.14,967$126.8K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.15,000$127.0K0.00%+3,160+26.7%Added
ProVise Management Group, LLC15,194$128.7K0.01%00.0%Unchanged
Farther Finance Advisors, LLC15,239$129.4K0.00%−5,941−28.1%Reduced
Redhawk Wealth Advisors, Inc.15,920$134.8K0.02%00.0%Unchanged
Camelot Portfolios, LLC16,550$140.2K0.09%+2,760+20.0%Added
QSV Equity Investors LLC16,576$140.4K0.15%00.0%Unchanged
Citadel Advisors LLC17,356$147.0K0.00%+630+3.8%Added
Merit Financial Group, LLC17,652$149.5K0.00%+17,652New
Chicago Partners Investment Group LLC18,176$149.6K0.00%−6,544−26.5%Reduced
Park Avenue Securities LLC17,758$150.0K0.00%+17,758New
Bank of New York Mellon Corp17,853$151.2K0.00%+17,853New
Investment Advisory Group, LLC18,001$152.5K0.05%+10.0%Added
Ameritas Advisory Services, LLC17,583$156.4K0.01%00.0%Unchanged
Financial & Tax Architects, LLC18,757$158.9K0.04%+1,188+6.8%Added
Samalin Investment Counsel, LLC21,046$178.3K0.07%+6,891+48.7%Added
Geneos Wealth Management Inc.21,546$182.5K0.01%+19,171+807.2%Added
Shulman DeMeo Asset Management LLC21,685$183.7K0.05%00.0%Unchanged
MML Investors Services, LLC22,005$186.0K0.00%−11,712−34.7%Reduced
Nations Financial Group Inc,22,960$194.5K0.01%−1,755−7.1%Reduced
Private Advisor Group, LLC23,367$197.9K0.00%+43+0.2%Added
Captrust Financial Advisors23,600$199.9K0.00%00.0%Unchanged
MGB Wealth Management, LLC23,698$206.3K0.07%+11,349+91.9%Added
StoneX Group Inc.24,392$206.7K0.01%+531+2.2%Added
Centurion Wealth Management LLC23,924$213.4K0.07%00.0%Unchanged
Quadcap Wealth Management, LLC25,663$217.4K0.03%00.0%Unchanged
Diversify Wealth Management, LLC27,201$220.3K0.02%+10.0%Added
Accredited Investor Services, LLC26,460$224.1K0.19%+26,460New
Glass Jacobson Investment Advisors llc26,414$235.6K0.08%00.0%Unchanged
D.A. Davidson & Co.27,848$235.9K0.00%−2,215−7.4%Reduced
Kestra Advisory Services, LLC29,115$246.6K0.00%−51,222−63.8%Reduced
City of London Investment Management Co Ltd30,350$257.1K0.03%+30,350New
HighTower Advisors, LLC30,849$261.3K0.00%+5,466+21.5%Added
Sanctuary Advisors, LLC31,648$268.1K0.00%−168−0.5%Reduced
Susquehanna International Group, LLP32,359$274.1K0.00%+32,359New
Integrated Wealth Concepts LLC33,135$280.7K0.00%+1,446+4.6%Added
Mariner, LLC33,997$288.0K0.00%+11,497+51.1%Added
HBK Sorce Advisory LLC34,197$289.6K0.01%−1,002−2.8%Reduced
Carolinas Wealth Consulting LLC34,420$291.5K0.06%00.0%Unchanged
Mission Wealth Management, LP34,433$291.6K0.01%−64,386−65.2%Reduced
Sheets Smith Wealth Management36,010$305.0K0.04%+6,003+20.0%Added
ORG Partners LLC36,655$311.5K0.08%+36,655New
Comerica Bank38,096$322.7K0.00%+257+0.7%Added
E&G Advisors, LP38,219$323.7K0.09%−680−1.7%Reduced
New England Private Wealth Advisors LLC38,617$327.1K0.05%+38,617New
Fortitude Advisory Group L.L.C.42,687$338.5K0.24%00.0%Unchanged
NWF Advisory Services Inc.40,240$340.8K0.05%+22,297+124.3%Added
RVW Wealth, LLC40,349$341.8K0.03%00.0%Unchanged
World Equity Group, Inc.41,046$347.7K0.10%−31,446−43.4%Reduced
Calton & Associates, Inc.41,340$350.1K0.08%+41,340New
Calamos Advisors LLC41,500$351.5K0.00%+41,500New
Jane Street Group, LLC42,062$356.3K0.00%+14,582+53.1%Added
Wedbush Securities Inc42,497$360.0K0.01%−4,024−8.6%Reduced