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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 25,663 | $217.4K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 23,924 | $213.4K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 24,392 | $206.7K | 0.01% | +531+2.2% | Added |
| MGB Wealth Management, LLC | 23,698 | $206.3K | 0.07% | +11,349+91.9% | Added |
| Captrust Financial Advisors | 23,600 | $199.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,367 | $197.9K | 0.00% | +43+0.2% | Added |
| Nations Financial Group Inc, | 22,960 | $194.5K | 0.01% | −1,755−7.1% | Reduced |
| MML Investors Services, LLC | 22,005 | $186.0K | 0.00% | −11,712−34.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 21,685 | $183.7K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21,546 | $182.5K | 0.01% | +19,171+807.2% | Added |
| Samalin Investment Counsel, LLC | 21,046 | $178.3K | 0.07% | +6,891+48.7% | Added |
| Financial & Tax Architects, LLC | 18,757 | $158.9K | 0.04% | +1,188+6.8% | Added |
| Ameritas Advisory Services, LLC | 17,583 | $156.4K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 18,001 | $152.5K | 0.05% | +10.0% | Added |
| Bank of New York Mellon Corp | 17,853 | $151.2K | 0.00% | +17,853 | New |
| Park Avenue Securities LLC | 17,758 | $150.0K | 0.00% | +17,758 | New |
| Chicago Partners Investment Group LLC | 18,176 | $149.6K | 0.00% | −6,544−26.5% | Reduced |
| Merit Financial Group, LLC | 17,652 | $149.5K | 0.00% | +17,652 | New |
| Citadel Advisors LLC | 17,356 | $147.0K | 0.00% | +630+3.8% | Added |
| QSV Equity Investors LLC | 16,576 | $140.4K | 0.15% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,550 | $140.2K | 0.09% | +2,760+20.0% | Added |
| Redhawk Wealth Advisors, Inc. | 15,920 | $134.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,239 | $129.4K | 0.00% | −5,941−28.1% | Reduced |
| ProVise Management Group, LLC | 15,194 | $128.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15,000 | $127.0K | 0.00% | +3,160+26.7% | Added |
| Trilogy Capital Inc. | 14,967 | $126.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,898 | $126.2K | 0.02% | +14,898 | New |
| Absolute Investment Advisers LLC | 14,360 | $121.6K | 0.02% | +14,360 | New |
| Platform Technology Partners | 14,051 | $119.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,702 | $116.1K | 0.00% | −263−1.9% | Reduced |
| Burford Brothers, Inc. | 13,070 | $110.7K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,960 | $109.8K | 0.01% | +253+2.0% | Added |
| Westbourne Investments, Inc. | 12,950 | $109.7K | 0.07% | +1,000+8.4% | Added |
| The PNC Financial Services Group, Inc. | 12,718 | $107.7K | 0.00% | +12,560+7,949.4% | Added |
| GM Advisory Group, Inc. | 11,950 | $101.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,747 | $99.5K | 0.00% | +56+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 11,741 | $99.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 10,500 | $88.9K | 0.00% | +4,000+61.5% | Added |
| Cary Street Partners Financial LLC | 10,432 | $88.4K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,378 | $87.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $62.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,677 | $50.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,784 | $49.0K | 0.00% | +869+17.7% | Added |
| Tower Research Capital LLC (TRC) | 4,711 | $39.9K | 0.00% | +4,711 | New |
| US Bancorp | 4,637 | $39.3K | 0.00% | +4,637 | New |
| WPG Advisers, LLC | 4,577 | $38.8K | 0.04% | +2,922+176.6% | Added |
| Park Square Financial Group, LLC | 4,508 | $38.2K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,779 | $32.0K | 0.00% | +3,779 | New |
| Ameriflex Group, Inc. | 3,371 | $28.6K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,337 | $28.3K | 0.02% | +3,337 | New |
| GPS Wealth Strategies Group, LLC | 2,960 | $25.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,771 | $22.3K | 0.00% | +2,022+270.0% | Added |
| Barrett & Company, Inc. | 2,467 | $20.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,376 | $20.1K | 0.00% | +2,376 | New |
| TD Waterhouse Canada Inc. | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,882 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,823 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,578 | $13.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.01% | +1,200 | New |
| Coldstream Capital Management Inc | 1,004 | $8.50K | 0.00% | +1,004 | New |
| Wealth Preservation Advisors, LLC | 965 | $8.17K | 0.01% | +965 | New |
| Noble Wealth Management PBC | 900 | $7.62K | 0.01% | +900 | New |
| Northwestern Mutual Wealth Management Co | 870 | $7.37K | 0.00% | −4,250−83.0% | Reduced |
| Byrne Asset Management LLC | 666 | $5.64K | 0.00% | −146,559−99.5% | Reduced |
| NBC Securities, Inc. | 550 | $4.00K | 0.00% | +546+13,650.0% | Added |
| Signaturefd, LLC | 132 | $1.12K | 0.00% | −5,454−97.6% | Reduced |
| Assetmark, Inc | 132 | $1.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 65 | $551 | 0.00% | +65 | New |
| SRS Capital Advisors, Inc. | 23 | $195 | 0.00% | +23 | New |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 1 | $4 | 0.00% | −567−99.8% | Reduced |
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |