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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 0 | $1 | 0.00% | 0 | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| Assetmark, Inc | 62 | $525 | 0.00% | −70−53.0% | Reduced |
| Signaturefd, LLC | 136 | $1.15K | 0.00% | +4+3.0% | Added |
| Evolution Wealth Management Inc. | 333 | $2.82K | 0.00% | +333 | New |
| NBC Securities, Inc. | 550 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 540 | $4.57K | 0.00% | +540 | New |
| Larson Financial Group LLC | 570 | $4.83K | 0.00% | +570 | New |
| Wealth Preservation Advisors, LLC | 965 | $8.17K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,111 | $9.31K | 0.00% | −2,260−67.0% | Reduced |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,405 | $12.0K | 0.00% | −477−25.3% | Reduced |
| Bogart Wealth, LLC | 1,578 | $13.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,666 | $14.1K | 0.01% | +1,000+150.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,688 | $14.3K | 0.00% | +818+94.0% | Added |
| Kimelman & Baird, LLC | 1,823 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,985 | $16.8K | 0.00% | +1,985 | New |
| US Bancorp | 2,000 | $16.9K | 0.00% | −2,637−56.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,376 | $20.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,467 | $20.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,960 | $25.1K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,337 | $28.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,518 | $29.8K | 0.00% | −9,200−72.3% | Reduced |
| WPG Advisers, LLC | 3,734 | $31.6K | 0.03% | −843−18.4% | Reduced |
| CoreFirst Bank & Trust | 3,742 | $31.7K | 0.02% | +3,742 | New |
| Park Square Financial Group, LLC | 4,508 | $38.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,919 | $41.7K | 0.00% | +2,148+77.5% | Added |
| Hollencrest Capital Management | 5,963 | $50.5K | 0.00% | +179+3.1% | Added |
| Principal Securities, Inc. | 6,216 | $52.7K | 0.00% | +539+9.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,417 | $71.3K | 0.01% | +1,100+15.0% | Added |
| Elequin Capital LP | 9,346 | $79.2K | 0.01% | +9,346 | New |
| 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 |
| MGB Wealth Management, LLC | 11,349 | $96.1K | 0.03% | −12,349−52.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,741 | $99.4K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,950 | $101.2K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,014 | $101.8K | 0.00% | −5,839−32.7% | Reduced |
| Burford Brothers, Inc. | 13,070 | $110.7K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 13,364 | $113.2K | 0.01% | +404+3.1% | Added |
| Chicago Partners Investment Group LLC | 13,412 | $113.7K | 0.00% | −4,764−26.2% | Reduced |
| MML Investors Services, LLC | 13,568 | $115.0K | 0.00% | −8,437−38.3% | Reduced |
| StoneX Group Inc. | 13,862 | $117.4K | 0.01% | −10,530−43.2% | Reduced |
| Westbourne Investments, Inc. | 13,950 | $118.2K | 0.06% | +1,000+7.7% | Added |
| Level Four Advisory Services, LLC | 14,032 | $118.9K | 0.00% | +330+2.4% | Added |
| Platform Technology Partners | 14,051 | $119.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 14,091 | $120.5K | 0.00% | +14,091 | New |
| Trilogy Capital Inc. | 14,967 | $126.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15,000 | $127.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,194 | $128.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,287 | $129.5K | 0.00% | +48+0.3% | Added |
| Comerica Bank | 16,530 | $140.0K | 0.00% | −21,566−56.6% | Reduced |
| Camelot Portfolios, LLC | 16,550 | $140.2K | 0.08% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 16,576 | $140.4K | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,586 | $149.0K | 0.00% | −172−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 17,614 | $149.2K | 0.01% | +31+0.2% | Added |
| Investment Advisory Group, LLC | 18,001 | $152.5K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,274 | $154.8K | 0.00% | −5,326−22.6% | Reduced |
| Wetherby Asset Management Inc | 19,382 | $164.2K | 0.01% | +19,382 | New |
| Grove Bank & Trust | 20,000 | $169.4K | 0.02% | −30,000−60.0% | Reduced |
| Merit Financial Group, LLC | 20,076 | $170.0K | 0.00% | +2,424+13.7% | Added |
| Shulman DeMeo Asset Management LLC | 21,639 | $183.3K | 0.05% | −46−0.2% | Reduced |
| D.A. Davidson & Co. | 22,064 | $186.9K | 0.00% | −5,784−20.8% | Reduced |
| Geneos Wealth Management Inc. | 22,139 | $187.5K | 0.00% | +593+2.8% | Added |
| New England Private Wealth Advisors LLC | 23,631 | $200.6K | 0.03% | −14,986−38.8% | Reduced |
| Nations Financial Group Inc, | 23,914 | $202.6K | 0.01% | +954+4.2% | Added |
| Centurion Wealth Management LLC | 23,924 | $202.6K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,505 | $207.6K | 0.00% | +1,138+4.9% | Added |
| Stratos Wealth Partners, LTD. | 25,050 | $212.2K | 0.00% | +25,050 | New |
| Quadcap Wealth Management, LLC | 25,663 | $217.4K | 0.03% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 26,605 | $225.3K | 0.17% | +145+0.5% | Added |
| Wedbush Securities Inc | 27,116 | $230.0K | 0.01% | −15,381−36.2% | Reduced |
| Diversify Wealth Management, LLC | 27,201 | $230.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,055 | $237.6K | 0.00% | −2,794−9.1% | Reduced |
| Sanctuary Advisors, LLC | 29,228 | $247.6K | 0.00% | −2,420−7.6% | Reduced |
| Next Capital Management LLC | 29,789 | $252.3K | 0.09% | +29,789 | New |
| HBK Sorce Advisory LLC | 30,895 | $261.7K | 0.01% | −3,302−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 32,014 | $271.2K | 0.00% | −1,121−3.4% | Reduced |
| Mission Wealth Management, LP | 32,953 | $279.1K | 0.01% | −1,480−4.3% | Reduced |
| Mariner, LLC | 33,160 | $280.9K | 0.00% | −837−2.5% | Reduced |
| City of London Investment Management Co Ltd | 35,523 | $300.9K | 0.03% | +5,173+17.0% | Added |
| Sheets Smith Wealth Management | 36,010 | $305.0K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 36,485 | $309.6K | 0.07% | −170−0.5% | Reduced |
| E&G Advisors, LP | 37,619 | $318.6K | 0.08% | −600−1.6% | Reduced |
| Calamos Advisors LLC | 38,180 | $323.4K | 0.00% | −3,320−8.0% | Reduced |
| Cerity Partners LLC | 39,826 | $337.3K | 0.00% | −13,000−24.6% | Reduced |
| RVW Wealth, LLC | 40,349 | $341.8K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 42,687 | $361.6K | 0.21% | 00.0% | Unchanged |
| Conning Inc. | 43,050 | $364.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43,145 | $365.4K | 0.01% | −5,696−11.7% | Reduced |
| Calton & Associates, Inc. | 43,420 | $367.8K | 0.06% | +2,080+5.0% | Added |
| World Equity Group, Inc. | 43,973 | $372.4K | 0.10% | +2,927+7.1% | Added |
| NWF Advisory Services Inc. | 44,101 | $373.5K | 0.04% | +3,861+9.6% | Added |
| Spire Wealth Management | 46,050 | $390.0K | 0.01% | +35,550+338.6% | Added |
| Readystate Asset Management LP | 46,975 | $397.9K | 0.02% | +46,975 | New |
| Financial & Tax Architects, LLC | 53,034 | $449.2K | 0.11% | +34,277+182.7% | Added |
| Concurrent Investment Advisors, LLC | 56,021 | $474.5K | 0.01% | +4,354+8.4% | Added |
| First Trust Advisors LP | 57,247 | $484.9K | 0.00% | +57,247 | New |
| Koshinski Asset Management, Inc. | 57,257 | $485.0K | 0.04% | 00.0% | Unchanged |