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, Q2 2025
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 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
- 170
- −1 vs. Q1 2025
- Shares held
- 55.2M
- −319.4K (−0.6%) vs. Q1 2025
- Total value
- $467.3M
- −$2.67M (−0.6%) vs. Q1 2025
- New holders
- 14
- 62 more added
- Sold out
- 15
- 56 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,622,877 | $64.6M | 0.00% | +47,432+0.6% | Added |
| Sit Investment Associates Inc | 5,988,753 | $50.7M | 1.08% | −560,568−8.6% | Reduced |
| Mariner Investment Group LLC | 3,959,544 | $33.5M | 12.12% | −830,456−17.3% | Reduced |
| Congress Park Capital LLC | 2,818,767 | $23.9M | 7.83% | +397,228+16.4% | Added |
| LPL Financial LLC | 2,792,247 | $23.7M | 0.01% | +52,654+1.9% | Added |
| Invesco Ltd. | 2,683,125 | $22.7M | 0.00% | +20,525+0.8% | Added |
| Bank of America Corp | 2,547,116 | $21.6M | 0.00% | +102,481+4.2% | Added |
| Guggenheim Capital LLC | 2,089,952 | $17.7M | 0.14% | +96,716+4.9% | Added |
| Penserra Capital Management LLC | 2,086,378 | $17.7M | 0.25% | +61,654+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 1,808,320 | $15.3M | 0.91% | +364,320+25.2% | Added |
| Raymond James Financial Inc | 1,357,250 | $11.5M | 0.00% | −55,602−3.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,331,047 | $11.3M | 4.02% | +158,147+13.5% | Added |
| Royal Bank of Canada | 1,167,755 | $9.89M | 0.00% | +2,353+0.2% | Added |
| Advisors Asset Management, Inc. | 1,128,692 | $9.56M | 0.17% | +35,318+3.2% | Added |
| UBS Group AG | 984,051 | $8.33M | 0.00% | +64,336+7.0% | Added |
| Rockefeller Capital Management L.P. | 979,638 | $8.30M | 0.02% | −5,295−0.5% | Reduced |
| Cohen & Steers, Inc. | 853,263 | $7.23M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 717,177 | $6.07M | 0.00% | +29,062+4.2% | Added |
| Ethos Financial Group, LLC | 700,086 | $5.93M | 0.51% | −32,483−4.4% | Reduced |
| Ameriprise Financial Inc | 637,244 | $5.40M | 0.00% | +20,616+3.3% | Added |
| Wells Fargo & Company | 627,954 | $5.32M | 0.00% | −22,254−3.4% | Reduced |
| Baird Financial Group, Inc. | 612,455 | $5.19M | 0.01% | −528−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 535,006 | $4.53M | 0.38% | −30,573−5.4% | Reduced |
| Yakira Capital Management, Inc. | 432,247 | $3.66M | 1.35% | −193,444−30.9% | Reduced |
| Commonwealth Equity Services, LLC | 393,471 | $3.33M | 0.00% | −42,222−9.7% | Reduced |
| Icon Advisers Inc | 385,191 | $3.26M | 0.74% | −222,839−36.6% | Reduced |
| RFG Advisory, LLC | 384,971 | $3.26M | 0.08% | +1,030+0.3% | Added |
| J.W. Cole Advisors, Inc. | 359,399 | $3.04M | 0.06% | +34,536+10.6% | Added |
| GraniteShares Advisors LLC | 310,253 | $2.63M | 1.62% | +19,393+6.7% | Added |
| International Assets Investment Management, LLC | 282,433 | $2.39M | 0.19% | +29,374+11.6% | Added |
| Capital Investment Advisors, LLC | 259,161 | $2.20M | 0.04% | −6,879−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 253,232 | $2.14M | 0.00% | +12,135+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 236,866 | $2.01M | 0.01% | −4,244−1.8% | Reduced |
| Cetera Investment Advisers | 220,059 | $1.86M | 0.00% | +17,062+8.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 191,938 | $1.63M | 0.36% | +108,520+130.1% | Added |
| Bank of Montreal | 191,695 | $1.62M | 0.00% | +18,428+10.6% | Added |
| Aviance Capital Partners, LLC | 174,449 | $1.48M | 0.19% | −3,647−2.0% | Reduced |
| RSM US Wealth Management LLC | 160,075 | $1.36M | 0.02% | −18,381−10.3% | Reduced |
| GWM Advisors LLC | 148,127 | $1.25M | 0.01% | −6,831−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 145,407 | $1.23M | 0.01% | +1,840+1.3% | Added |
| Horizon Kinetics Asset Management LLC | 143,818 | $1.22M | 0.01% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 138,450 | $1.17M | 0.45% | +138,450 | New |
| Landscape Capital Management, L.L.C. | 131,286 | $1.11M | 0.09% | +131,286 | New |
| Thrivent Financial for Lutherans | 128,855 | $1.09M | 0.00% | +2,086+1.6% | Added |
| Bramshill Investments, LLC | 112,075 | $949.3K | 0.10% | +918+0.8% | Added |
| Independent Financial Group, LLC | 110,389 | $935.0K | 0.03% | +1,107+1.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 108,134 | $915.9K | 0.74% | −36,761−25.4% | Reduced |
| Melfa Wealth Management, LLC | 107,234 | $908.3K | 0.57% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 106,150 | $899.1K | 0.30% | −24,513−18.8% | Reduced |
| Advisory Services Network, LLC | 105,501 | $898.9K | 0.01% | +8,598+8.9% | Added |
| Harbour Investments, Inc. | 100,898 | $854.6K | 0.02% | +9,114+9.9% | Added |
| Gill Capital Partners, LLC | 95,687 | $810.5K | 0.26% | −2,966−3.0% | Reduced |
| Oppenheimer & Co Inc | 94,945 | $804.2K | 0.01% | −4,362−4.4% | Reduced |
| Mercer Global Advisors Inc | 94,280 | $798.6K | 0.00% | −118,639−55.7% | Reduced |
| Janney Montgomery Scott LLC | 93,438 | $791.0K | 0.00% | +519+0.6% | Added |
| Shaker Financial Services, LLC | 86,857 | $743.1K | 0.27% | −17,300−16.6% | Reduced |
| Kovack Advisors, Inc. | 87,579 | $741.8K | 0.07% | +28,103+47.3% | Added |
| Sigma Planning Corp | 86,889 | $736.0K | 0.02% | −7,897−8.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 81,774 | $695.9K | 0.00% | +75+0.1% | Added |
| Gladstone Institutional Advisory LLC | 78,780 | $667.3K | 0.03% | +900+1.2% | Added |
| Stifel Financial Corp | 78,614 | $665.9K | 0.00% | +13,293+20.4% | Added |
| Kestra Advisory Services, LLC | 71,767 | $607.9K | 0.00% | +42,652+146.5% | Added |
| Edgemoor Investment Advisors, Inc. | 71,577 | $606.3K | 0.05% | −2,940−3.9% | Reduced |
| Seelaus Asset Management LLC | 69,041 | $584.8K | 0.52% | +183+0.3% | Added |
| XTX Topco Ltd | 63,998 | $542.1K | 0.02% | +1,096+1.7% | Added |
| Jane Street Group, LLC | 63,664 | $539.2K | 0.00% | +21,602+51.4% | Added |
| Robinson Capital Management, LLC | 60,480 | $512.3K | 0.21% | 00.0% | Unchanged |
| CF Capital LLC | 60,460 | $510.0K | 0.65% | −23,887−28.3% | Reduced |
| Collar Capital Management, LLC | 57,955 | $490.9K | 0.41% | −600−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 57,730 | $489.0K | 0.00% | +174+0.3% | Added |
| Koshinski Asset Management, Inc. | 57,257 | $485.0K | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 57,247 | $484.9K | 0.00% | +57,247 | New |
| Concurrent Investment Advisors, LLC | 56,021 | $474.5K | 0.01% | +4,354+8.4% | Added |
| Financial & Tax Architects, LLC | 53,034 | $449.2K | 0.11% | +34,277+182.7% | Added |
| Readystate Asset Management LP | 46,975 | $397.9K | 0.02% | +46,975 | New |
| Spire Wealth Management | 46,050 | $390.0K | 0.01% | +35,550+338.6% | Added |
| NWF Advisory Services Inc. | 44,101 | $373.5K | 0.04% | +3,861+9.6% | Added |
| World Equity Group, Inc. | 43,973 | $372.4K | 0.10% | +2,927+7.1% | Added |
| Calton & Associates, Inc. | 43,420 | $367.8K | 0.06% | +2,080+5.0% | Added |
| CoreCap Advisors, LLC | 43,145 | $365.4K | 0.01% | −5,696−11.7% | Reduced |
| Conning Inc. | 43,050 | $364.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 42,687 | $361.6K | 0.21% | 00.0% | Unchanged |
| RVW Wealth, LLC | 40,349 | $341.8K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 39,826 | $337.3K | 0.00% | −13,000−24.6% | Reduced |
| Calamos Advisors LLC | 38,180 | $323.4K | 0.00% | −3,320−8.0% | Reduced |
| E&G Advisors, LP | 37,619 | $318.6K | 0.08% | −600−1.6% | Reduced |
| ORG Partners LLC | 36,485 | $309.6K | 0.07% | −170−0.5% | Reduced |
| Sheets Smith Wealth Management | 36,010 | $305.0K | 0.04% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 35,523 | $300.9K | 0.03% | +5,173+17.0% | Added |
| Mariner, LLC | 33,160 | $280.9K | 0.00% | −837−2.5% | Reduced |
| Mission Wealth Management, LP | 32,953 | $279.1K | 0.01% | −1,480−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 32,014 | $271.2K | 0.00% | −1,121−3.4% | Reduced |
| HBK Sorce Advisory LLC | 30,895 | $261.7K | 0.01% | −3,302−9.7% | Reduced |
| Next Capital Management LLC | 29,789 | $252.3K | 0.09% | +29,789 | New |
| Sanctuary Advisors, LLC | 29,228 | $247.6K | 0.00% | −2,420−7.6% | Reduced |
| HighTower Advisors, LLC | 28,055 | $237.6K | 0.00% | −2,794−9.1% | Reduced |
| Diversify Wealth Management, LLC | 27,201 | $230.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,116 | $230.0K | 0.01% | −15,381−36.2% | Reduced |
| Accredited Investor Services, LLC | 26,605 | $225.3K | 0.17% | +145+0.5% | Added |
| Quadcap Wealth Management, LLC | 25,663 | $217.4K | 0.03% | 00.0% | Unchanged |