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, Q3 2025
Institutional positions in Nuveen Floating Rate Income Fund as of Sep 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
- 177
- +8 vs. Q2 2025
- Shares held
- 53.9M
- −1.15M (−2.1%) vs. Q2 2025
- Total value
- $440.8M
- −$25.3M (−5.4%) vs. Q2 2025
- New holders
- 21
- 57 more added
- Sold out
- 13
- 59 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,349,002 | $60.1M | 0.00% | −273,875−3.6% | Reduced |
| Sit Investment Associates Inc | 5,325,387 | $43.6M | 0.88% | −663,366−11.1% | Reduced |
| LPL Financial LLC | 3,149,240 | $25.8M | 0.01% | +356,993+12.8% | Added |
| Invesco Ltd. | 2,810,032 | $23.0M | 0.00% | +126,907+4.7% | Added |
| Congress Park Capital LLC | 2,758,932 | $22.6M | 7.01% | −59,835−2.1% | Reduced |
| Bank of America Corp | 2,573,208 | $21.0M | 0.00% | +26,092+1.0% | Added |
| Penserra Capital Management LLC | 2,290,996 | $18.7M | 0.22% | +204,618+9.8% | Added |
| Mariner Investment Group LLC | 2,257,194 | $18.5M | 5.71% | −1,702,350−43.0% | Reduced |
| Guggenheim Capital LLC | 2,169,142 | $17.7M | 0.13% | +79,190+3.8% | Added |
| Cyndeo Wealth Partners, LLC | 1,740,970 | $14.2M | 0.79% | −67,350−3.7% | Reduced |
| Advisors Asset Management, Inc. | 1,371,038 | $11.2M | 0.19% | +242,346+21.5% | Added |
| Raymond James Financial Inc | 1,338,783 | $11.0M | 0.00% | −18,467−1.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,287,853 | $10.5M | 3.61% | −43,194−3.2% | Reduced |
| Royal Bank of Canada | 1,113,980 | $9.11M | 0.00% | −53,775−4.6% | Reduced |
| UBS Group AG | 988,761 | $8.09M | 0.00% | +4,710+0.5% | Added |
| Rockefeller Capital Management L.P. | 887,602 | $7.26M | 0.01% | −92,036−9.4% | Reduced |
| Cohen & Steers, Inc. | 853,263 | $6.98M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 710,778 | $5.81M | 0.00% | +73,534+11.5% | Added |
| Ethos Financial Group, LLC | 691,945 | $5.66M | 0.44% | −8,141−1.2% | Reduced |
| Envestnet Asset Management Inc | 641,527 | $5.25M | 0.00% | −75,650−10.5% | Reduced |
| Wells Fargo & Company | 626,076 | $5.12M | 0.00% | −1,878−0.3% | Reduced |
| Baird Financial Group, Inc. | 614,320 | $5.03M | 0.01% | +1,865+0.3% | Added |
| Icon Advisers Inc | 568,183 | $4.65M | 1.02% | +182,992+47.5% | Added |
| Coastal Bridge Advisors, LLC | 534,769 | $4.37M | 0.33% | −2370.0% | Reduced |
| Kanen Wealth Management LLC | 507,900 | $4.15M | 1.39% | +369,450+266.8% | Added |
| Cetera Investment Advisers | 394,196 | $3.22M | 0.00% | +174,137+79.1% | Added |
| J.W. Cole Advisors, Inc. | 370,336 | $3.03M | 0.06% | +10,937+3.0% | Added |
| GraniteShares Advisors LLC | 340,224 | $2.78M | 1.61% | +29,971+9.7% | Added |
| Commonwealth Equity Services, LLC | 327,688 | $2.68M | 0.00% | −65,783−16.7% | Reduced |
| International Assets Investment Management, LLC | 282,481 | $2.40M | 0.19% | +480.0% | Added |
| City of London Investment Management Co Ltd | 255,523 | $2.09M | 0.15% | +220,000+619.3% | Added |
| Capital Investment Advisors, LLC | 247,776 | $2.03M | 0.03% | −11,385−4.4% | Reduced |
| RFG Advisory, LLC | 241,541 | $1.98M | 0.04% | −143,430−37.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 238,778 | $1.95M | 0.38% | +46,840+24.4% | Added |
| Advisor Group Holdings, Inc. | 232,133 | $1.95M | 0.00% | −21,099−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 236,334 | $1.93M | 0.01% | −532−0.2% | Reduced |
| GWM Advisors LLC | 204,246 | $1.67M | 0.01% | +56,119+37.9% | Added |
| Bank of Montreal | 191,695 | $1.57M | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 175,654 | $1.44M | 0.17% | +1,205+0.7% | Added |
| Balyasny Asset Management LLC | 163,576 | $1.34M | 0.00% | +163,576 | New |
| Jane Street Group, LLC | 161,959 | $1.32M | 0.00% | +98,295+154.4% | Added |
| RSM US Wealth Management LLC | 154,307 | $1.27M | 0.02% | −5,768−3.6% | Reduced |
| Readystate Asset Management LP | 143,473 | $1.17M | 0.06% | +96,498+205.4% | Added |
| Horizon Kinetics Asset Management LLC | 119,958 | $981.3K | 0.01% | −23,860−16.6% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 112,988 | $924.2K | 0.72% | +4,854+4.5% | Added |
| Independent Financial Group, LLC | 110,879 | $907.0K | 0.02% | +490+0.4% | Added |
| Thrivent Financial for Lutherans | 110,502 | $904.0K | 0.00% | −18,353−14.2% | Reduced |
| Virtus Investment Advisers, Inc. | 109,711 | $897.4K | 0.26% | +3,561+3.4% | Added |
| Bramshill Investments, LLC | 109,492 | $895.6K | 0.06% | −2,583−2.3% | Reduced |
| Advisory Services Network, LLC | 108,585 | $888.2K | 0.01% | +3,084+2.9% | Added |
| Melfa Wealth Management, LLC | 107,234 | $877.2K | 0.51% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 107,222 | $877.1K | 0.40% | +107,222 | New |
| Harbour Investments, Inc. | 106,950 | $874.9K | 0.02% | +6,052+6.0% | Added |
| Janney Montgomery Scott LLC | 99,026 | $810.0K | 0.00% | +5,588+6.0% | Added |
| Oppenheimer & Co Inc | 95,541 | $781.5K | 0.01% | +596+0.6% | Added |
| First Trust Advisors LP | 93,807 | $767.3K | 0.00% | +36,560+63.9% | Added |
| Sigma Planning Corp | 89,954 | $735.8K | 0.02% | +3,065+3.5% | Added |
| Shaker Financial Services, LLC | 86,681 | $716.4K | 0.25% | −176−0.2% | Reduced |
| Blackhawk Capital Partners LLC. | 86,859 | $710.5K | 0.28% | +86,859 | New |
| Stifel Financial Corp | 80,341 | $657.2K | 0.00% | +1,727+2.2% | Added |
| Yakira Capital Management, Inc. | 79,506 | $650.4K | 0.24% | −352,741−81.6% | Reduced |
| Gill Capital Partners, LLC | 78,487 | $642.0K | 0.20% | −17,200−18.0% | Reduced |
| Gladstone Institutional Advisory LLC | 73,880 | $604.3K | 0.02% | −4,900−6.2% | Reduced |
| Seelaus Asset Management LLC | 69,370 | $567.5K | 0.45% | +329+0.5% | Added |
| Edgemoor Investment Advisors, Inc. | 68,421 | $559.7K | 0.04% | −3,156−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 68,662 | $555.5K | 0.00% | −13,112−16.0% | Reduced |
| Wolverine Asset Management LLC | 66,623 | $545.0K | 0.01% | +66,623 | New |
| Robinson Capital Management, LLC | 60,480 | $494.7K | 0.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,805 | $472.8K | 0.00% | +75+0.1% | Added |
| Collar Capital Management, LLC | 55,583 | $454.7K | 0.32% | −2,372−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 53,771 | $439.8K | 0.03% | −3,486−6.1% | Reduced |
| New England Private Wealth Advisors LLC | 53,631 | $438.7K | 0.06% | +30,000+127.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 48,839 | $399.5K | 0.00% | +48,839 | New |
| NWF Advisory Services Inc. | 45,064 | $368.6K | 0.04% | +963+2.2% | Added |
| World Equity Group, Inc. | 44,273 | $362.2K | 0.08% | +300+0.7% | Added |
| Spire Wealth Management | 43,500 | $355.8K | 0.01% | −2,550−5.5% | Reduced |
| Conning Inc. | 43,050 | $352.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 42,687 | $349.2K | 0.19% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 41,260 | $337.5K | 0.05% | −2,160−5.0% | Reduced |
| CoreCap Advisors, LLC | 40,845 | $334.1K | 0.01% | −2,300−5.3% | Reduced |
| RVW Wealth, LLC | 40,349 | $330.1K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 40,153 | $328.5K | 0.01% | −15,868−28.3% | Reduced |
| ORG Partners LLC | 40,041 | $327.8K | 0.06% | +3,556+9.7% | Added |
| Cerity Partners LLC | 39,921 | $326.6K | 0.00% | +95+0.2% | Added |
| E&G Advisors, LP | 37,119 | $303.6K | 0.07% | −500−1.3% | Reduced |
| Sheets Smith Wealth Management | 36,010 | $294.6K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,904 | $285.5K | 0.03% | −52,675−60.1% | Reduced |
| Financial & Tax Architects, LLC | 33,719 | $275.8K | 0.06% | −19,315−36.4% | Reduced |
| Integrated Wealth Concepts LLC | 30,893 | $252.7K | 0.00% | −1,121−3.5% | Reduced |
| Kestra Advisory Services, LLC | 30,826 | $252.2K | 0.00% | −40,941−57.0% | Reduced |
| Mariner, LLC | 30,099 | $246.2K | 0.00% | −3,061−9.2% | Reduced |
| Mercer Global Advisors Inc | 29,981 | $245.2K | 0.00% | −64,299−68.2% | Reduced |
| HBK Sorce Advisory LLC | 30,895 | $244.4K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 29,789 | $243.7K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,534 | $241.6K | 0.00% | +1,479+5.3% | Added |
| Sanctuary Advisors, LLC | 29,403 | $240.5K | 0.00% | +175+0.6% | Added |
| Diversify Wealth Management, LLC | 29,201 | $231.0K | 0.01% | +2,000+7.4% | Added |
| D.A. Davidson & Co. | 28,187 | $230.6K | 0.00% | +6,123+27.8% | Added |
| Private Advisor Group, LLC | 27,813 | $227.5K | 0.00% | +3,308+13.5% | Added |
| Beacon Pointe Advisors, LLC | 26,873 | $219.8K | 0.00% | +26,873 | New |