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 |
|---|---|---|---|---|---|
| Conning Inc. | 43,050 | $364.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48,841 | $413.7K | 0.02% | −2,200−4.3% | Reduced |
| Grove Bank & Trust | 50,000 | $423.5K | 0.06% | +50,000 | New |
| Concurrent Investment Advisors, LLC | 51,667 | $437.6K | 0.01% | +1,489+3.0% | Added |
| Cerity Partners LLC | 52,826 | $447.4K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 57,257 | $485.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,556 | $487.5K | 0.00% | +46+0.1% | Added |
| Collar Capital Management, LLC | 58,555 | $496.0K | 0.45% | −13,409−18.6% | Reduced |
| Kovack Advisors, Inc. | 59,476 | $503.8K | 0.05% | +29,908+101.1% | Added |
| Robinson Capital Management, LLC | 60,480 | $512.3K | 0.21% | +60,480 | New |
| XTX Topco Ltd | 62,902 | $532.8K | 0.03% | +62,902 | New |
| Jones Road Capital Management, L.P. | 65,227 | $552.5K | 0.39% | +43,423+199.2% | Added |
| Stifel Financial Corp | 65,321 | $553.3K | 0.00% | −877−1.3% | Reduced |
| Seelaus Asset Management LLC | 68,858 | $583.2K | 0.56% | +7,358+12.0% | Added |
| Edgemoor Investment Advisors, Inc. | 74,517 | $631.2K | 0.06% | +12,420+20.0% | Added |
| Gladstone Institutional Advisory LLC | 77,880 | $659.6K | 0.03% | +1,800+2.4% | Added |
| CF Capital LLC | 84,347 | $679.4K | 0.69% | +84,347 | New |
| Wealth Enhancement Advisory Services, LLC | 81,699 | $692.0K | 0.00% | +67,743+485.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 83,418 | $706.5K | 0.19% | +83,418 | New |
| Harbour Investments, Inc. | 91,784 | $777.4K | 0.02% | +15,397+20.2% | Added |
| Janney Montgomery Scott LLC | 92,919 | $787.0K | 0.00% | +688+0.7% | Added |
| Sigma Planning Corp | 94,786 | $802.8K | 0.03% | +17,459+22.6% | Added |
| Advisory Services Network, LLC | 96,903 | $820.8K | 0.02% | +4,515+4.9% | Added |
| Gill Capital Partners, LLC | 98,653 | $835.6K | 0.29% | −1,728−1.7% | Reduced |
| Oppenheimer & Co Inc | 99,307 | $841.1K | 0.01% | +26,492+36.4% | Added |
| Shaker Financial Services, LLC | 104,157 | $891.1K | 0.35% | −11,135−9.7% | Reduced |
| Melfa Wealth Management, LLC | 107,234 | $908.3K | 0.61% | −4,092−3.7% | Reduced |
| Independent Financial Group, LLC | 109,282 | $925.6K | 0.03% | −26,715−19.6% | Reduced |
| Bramshill Investments, LLC | 111,157 | $941.5K | 0.10% | +18,638+20.1% | Added |
| Thrivent Financial for Lutherans | 126,769 | $1.07M | 0.00% | +7,059+5.9% | Added |
| Virtus Investment Advisers, Inc. | 130,663 | $1.11M | 0.30% | +130,663 | New |
| Avantax Advisory Services, Inc. | 143,567 | $1.22M | 0.01% | +37,835+35.8% | Added |
| Horizon Kinetics Asset Management LLC | 143,818 | $1.22M | 0.01% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 144,895 | $1.23M | 1.19% | +25,391+21.2% | Added |
| GWM Advisors LLC | 154,958 | $1.31M | 0.01% | −1,793−1.1% | Reduced |
| Bank of Montreal | 173,267 | $1.47M | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 178,096 | $1.51M | 0.21% | +895+0.5% | Added |
| RSM US Wealth Management LLC | 178,456 | $1.53M | 0.02% | +73,541+70.1% | Added |
| Cetera Investment Advisers | 202,997 | $1.72M | 0.00% | +17,921+9.7% | Added |
| Mercer Global Advisors Inc | 212,919 | $1.80M | 0.00% | −1,777−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 241,110 | $2.04M | 0.01% | +22,792+10.4% | Added |
| Advisor Group Holdings, Inc. | 241,097 | $2.04M | 0.00% | −204,763−45.9% | Reduced |
| International Assets Investment Management, LLC | 253,059 | $2.14M | 0.19% | +16,334+6.9% | Added |
| Capital Investment Advisors, LLC | 266,040 | $2.25M | 0.04% | −17,201−6.1% | Reduced |
| GraniteShares Advisors LLC | 290,860 | $2.46M | 1.57% | +17,630+6.5% | Added |
| J.W. Cole Advisors, Inc. | 324,863 | $2.75M | 0.09% | +324,863 | New |
| RFG Advisory, LLC | 383,941 | $3.25M | 0.09% | +2,941+0.8% | Added |
| Commonwealth Equity Services, LLC | 435,693 | $3.69M | 0.01% | +6,671+1.6% | Added |
| Coastal Bridge Advisors, LLC | 565,579 | $4.79M | 0.68% | +101,999+22.0% | Added |
| Icon Advisers Inc | 608,030 | $5.15M | 1.20% | +608,030 | New |
| Baird Financial Group, Inc. | 612,983 | $5.19M | 0.01% | +91,687+17.6% | Added |
| Ameriprise Financial Inc | 616,628 | $5.22M | 0.00% | −54,263−8.1% | Reduced |
| Yakira Capital Management, Inc. | 625,691 | $5.30M | 2.16% | +625,691 | New |
| Wells Fargo & Company | 650,208 | $5.51M | 0.00% | −109,386−14.4% | Reduced |
| Envestnet Asset Management Inc | 688,115 | $5.83M | 0.00% | +297,657+76.2% | Added |
| Ethos Financial Group, LLC | 732,569 | $6.20M | 0.59% | +732,569 | New |
| Cohen & Steers, Inc. | 853,263 | $7.23M | 0.01% | +142,211+20.0% | Added |
| UBS Group AG | 919,715 | $7.79M | 0.00% | +5,955+0.7% | Added |
| Rockefeller Capital Management L.P. | 984,933 | $8.34M | 0.02% | +104,268+11.8% | Added |
| Advisors Asset Management, Inc. | 1,093,374 | $9.26M | 0.17% | +32,319+3.0% | Added |
| Royal Bank of Canada | 1,165,402 | $9.87M | 0.00% | +115,098+11.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,172,900 | $9.93M | 3.38% | +504,309+75.4% | Added |
| Raymond James Financial Inc | 1,412,852 | $12.0M | 0.00% | +47,985+3.5% | Added |
| Cyndeo Wealth Partners, LLC | 1,444,000 | $12.2M | 0.80% | +1,021,050+241.4% | Added |
| Guggenheim Capital LLC | 1,993,236 | $16.9M | 0.16% | +194,418+10.8% | Added |
| Penserra Capital Management LLC | 2,024,724 | $17.1M | 0.31% | +52,616+2.7% | Added |
| Congress Park Capital LLC | 2,421,539 | $20.5M | 7.77% | +877,338+56.8% | Added |
| Bank of America Corp | 2,444,635 | $20.7M | 0.00% | +28,066+1.2% | Added |
| Invesco Ltd. | 2,662,600 | $22.6M | 0.00% | +675,500+34.0% | Added |
| LPL Financial LLC | 2,739,593 | $23.2M | 0.01% | +3,878+0.1% | Added |
| Mariner Investment Group LLC | 4,790,000 | $40.6M | 16.03% | +4,790,000 | New |
| Sit Investment Associates Inc | 6,549,321 | $55.5M | 1.30% | +6,549,321 | New |
| Morgan Stanley | 7,575,445 | $64.2M | 0.00% | +2,428,627+47.2% | Added |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −549,904−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −116,009−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −93,878−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −84,360−100.0% | Sold out |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −50,814−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −39,702−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −35,541−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −33,956−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −24,866−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −21,593−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −19,342−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,606−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −11,702−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Kades & Cheifetz LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |