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, Q4 2025
Institutional positions in Nuveen Floating Rate Income Fund as of Dec 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
- 190
- +15 vs. Q3 2025
- Shares held
- 58.2M
- +4.37M (+8.1%) vs. Q3 2025
- Total value
- $455.8M
- +$15.3M (+3.5%) vs. Q3 2025
- New holders
- 37
- 61 more added
- Sold out
- 22
- 59 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,459,306 | $50.6M | 0.00% | −889,696−12.1% | Reduced |
| Sit Investment Associates Inc | 4,577,665 | $35.8M | 0.71% | −747,722−14.0% | Reduced |
| Invesco Ltd. | 2,924,669 | $22.9M | 0.00% | +114,637+4.1% | Added |
| LPL Financial LLC | 2,903,381 | $22.7M | 0.01% | −245,859−7.8% | Reduced |
| Rivernorth Capital Management, LLC | 2,772,908 | $21.7M | 1.03% | +2,772,908 | New |
| Penserra Capital Management LLC | 2,524,701 | $19.8M | 0.23% | +233,705+10.2% | Added |
| Guggenheim Capital LLC | 2,194,941 | $17.2M | 0.13% | +25,799+1.2% | Added |
| Congress Park Capital LLC | 2,184,758 | $17.1M | 5.11% | −574,174−20.8% | Reduced |
| Bank of America Corp | 2,059,805 | $16.1M | 0.00% | −513,403−20.0% | Reduced |
| Icon Advisers Inc | 1,697,471 | $13.3M | 2.87% | +1,129,288+198.8% | Added |
| Wells Fargo & Company | 1,616,253 | $12.7M | 0.00% | +990,177+158.2% | Added |
| Cyndeo Wealth Partners, LLC | 1,530,270 | $12.0M | 0.65% | −210,700−12.1% | Reduced |
| Advisors Asset Management, Inc. | 1,406,791 | $11.0M | 0.18% | +35,753+2.6% | Added |
| Raymond James Financial Inc | 1,382,994 | $10.8M | 0.00% | +44,211+3.3% | Added |
| Logan Stone Capital, LLC | 1,282,748 | $10.0M | 2.48% | +1,175,526+1,096.3% | Added |
| Royal Bank of Canada | 1,100,141 | $8.61M | 0.00% | −13,839−1.2% | Reduced |
| Balyasny Asset Management LLC | 1,003,705 | $7.86M | 0.01% | +840,129+513.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 876,956 | $6.87M | 2.32% | −410,897−31.9% | Reduced |
| Cohen & Steers, Inc. | 853,263 | $6.68M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 822,484 | $6.44M | 0.00% | −166,277−16.8% | Reduced |
| Ameriprise Financial Inc | 767,291 | $6.01M | 0.00% | +56,513+8.0% | Added |
| Kanen Wealth Management LLC | 767,434 | $6.00M | 1.87% | +259,534+51.1% | Added |
| Rockefeller Capital Management L.P. | 760,513 | $5.95M | 0.01% | −127,089−14.3% | Reduced |
| Envestnet Asset Management Inc | 736,691 | $5.77M | 0.00% | +95,164+14.8% | Added |
| Ethos Financial Group, LLC | 646,392 | $5.06M | 0.37% | −45,553−6.6% | Reduced |
| Mariner Investment Group LLC | 633,488 | $4.96M | 0.29% | −1,623,706−71.9% | Reduced |
| Jane Street Group, LLC | 546,411 | $4.28M | 0.01% | +384,452+237.4% | Added |
| 1607 Capital Partners, LLC | 490,669 | $3.84M | 0.26% | +490,669 | New |
| Coastal Bridge Advisors, LLC | 453,828 | $3.55M | 0.27% | −80,941−15.1% | Reduced |
| Cetera Investment Advisers | 390,781 | $3.06M | 0.00% | −3,415−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 372,650 | $2.92M | 0.07% | +2,314+0.6% | Added |
| City of London Investment Management Co Ltd | 364,140 | $2.85M | 0.21% | +108,617+42.5% | Added |
| GraniteShares Advisors LLC | 345,204 | $2.70M | 1.64% | +4,980+1.5% | Added |
| Commonwealth Equity Services, LLC | 321,751 | $2.52M | 0.00% | −5,937−1.8% | Reduced |
| Baird Financial Group, Inc. | 306,123 | $2.40M | 0.00% | −308,197−50.2% | Reduced |
| Absolute Investment Advisers LLC | 289,182 | $2.27M | 0.26% | +289,182 | New |
| Wolverine Asset Management LLC | 287,145 | $2.25M | 0.03% | +220,522+331.0% | Added |
| International Assets Investment Management, LLC | 283,097 | $2.22M | 0.15% | +616+0.2% | Added |
| Pathstone Holdings, LLC | 279,508 | $2.19M | 0.01% | +279,508 | New |
| Prevail Innovative Wealth Advisors, LLC | 252,524 | $1.98M | 0.35% | +13,746+5.8% | Added |
| Landscape Capital Management, L.L.C. | 251,194 | $1.97M | 0.13% | +251,194 | New |
| Capital Investment Advisors, LLC | 235,922 | $1.85M | 0.03% | −11,854−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 216,894 | $1.70M | 0.00% | −15,239−6.6% | Reduced |
| Marex Group plc | 209,907 | $1.64M | 0.02% | +188,407+876.3% | Added |
| GWM Advisors LLC | 194,749 | $1.52M | 0.01% | −9,497−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 190,349 | $1.49M | 0.00% | −45,985−19.5% | Reduced |
| Aviance Capital Partners, LLC | 184,842 | $1.45M | 0.17% | +9,188+5.2% | Added |
| RSM US Wealth Management LLC | 156,340 | $1.23M | 0.02% | +2,033+1.3% | Added |
| RFG Advisory, LLC | 146,934 | $1.15M | 0.02% | −94,607−39.2% | Reduced |
| Readystate Asset Management LP | 128,919 | $1.01M | 0.04% | −14,554−10.1% | Reduced |
| XTX Topco Ltd | 126,761 | $992.5K | 0.03% | +126,761 | New |
| Harbour Investments, Inc. | 123,969 | $970.7K | 0.02% | +17,019+15.9% | Added |
| Thrivent Financial for Lutherans | 119,828 | $938.0K | 0.00% | +9,326+8.4% | Added |
| Horizon Kinetics Asset Management LLC | 119,308 | $934.2K | 0.01% | −650−0.5% | Reduced |
| Almitas Capital LLC | 117,948 | $923.5K | 0.20% | +117,948 | New |
| Advisory Services Network, LLC | 116,434 | $911.7K | 0.01% | +7,849+7.2% | Added |
| Quarry LP | 115,372 | $903.4K | 0.15% | +115,372 | New |
| Shaker Financial Services, LLC | 113,966 | $892.4K | 0.28% | +27,285+31.5% | Added |
| HighTower Advisors, LLC | 109,377 | $856.4K | 0.00% | +79,843+270.3% | Added |
| Melfa Wealth Management, LLC | 107,219 | $839.5K | 0.48% | −150.0% | Reduced |
| Janney Montgomery Scott LLC | 100,225 | $785.0K | 0.00% | +1,199+1.2% | Added |
| Sigma Planning Corp | 97,963 | $768.2K | 0.02% | +8,009+8.9% | Added |
| Virtu Financial LLC | 96,940 | $759.0K | 0.03% | +73,983+322.3% | Added |
| Independent Financial Group, LLC | 94,308 | $738.4K | 0.02% | −16,571−14.9% | Reduced |
| CastleKnight Management LP | 87,400 | $684.3K | 0.04% | +87,400 | New |
| Kovack Advisors, Inc. | 86,835 | $679.9K | 0.03% | +51,931+148.8% | Added |
| Virtus Investment Advisers, Inc. | 86,463 | $677.0K | 0.18% | −23,248−21.2% | Reduced |
| First Trust Advisors LP | 85,208 | $667.2K | 0.00% | −8,599−9.2% | Reduced |
| Blackhawk Capital Partners LLC. | 84,720 | $663.4K | 0.25% | −2,139−2.5% | Reduced |
| Yakira Capital Management, Inc. | 79,506 | $622.5K | 0.21% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 73,895 | $578.6K | 0.24% | +13,415+22.2% | Added |
| Gill Capital Partners, LLC | 69,953 | $547.7K | 0.17% | −8,534−10.9% | Reduced |
| Seelaus Asset Management LLC | 69,593 | $544.9K | 0.43% | +223+0.3% | Added |
| Gladstone Institutional Advisory LLC | 68,455 | $536.0K | 0.02% | −5,425−7.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 68,421 | $535.7K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 65,484 | $512.7K | 0.00% | −14,857−18.5% | Reduced |
| Kestra Advisory Services, LLC | 64,428 | $504.5K | 0.00% | +33,602+109.0% | Added |
| Steward Partners Investment Advisory, LLC | 57,915 | $453.5K | 0.00% | +110+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 57,816 | $452.7K | 0.00% | +8,977+18.4% | Added |
| Oppenheimer & Co Inc | 55,504 | $434.6K | 0.01% | −40,037−41.9% | Reduced |
| Collar Capital Management, LLC | 54,383 | $425.8K | 0.28% | −1,200−2.2% | Reduced |
| World Equity Group, Inc. | 48,953 | $383.3K | 0.11% | +4,680+10.6% | Added |
| Two Sigma Securities, LLC | 47,939 | $375.4K | 0.05% | +47,939 | New |
| Global Retirement Partners, LLC | 47,402 | $371.2K | 0.01% | +45,357+2,217.9% | Added |
| TrueMark Investments, LLC | 47,308 | $370.4K | 0.07% | +47,308 | New |
| Fortitude Advisory Group L.L.C. | 45,781 | $358.5K | 0.15% | +3,094+7.2% | Added |
| Koshinski Asset Management, Inc. | 45,771 | $358.4K | 0.02% | −8,000−14.9% | Reduced |
| Coquina Private Wealth LLC | 45,450 | $355.9K | 0.29% | +45,450 | New |
| Spire Wealth Management | 43,500 | $340.6K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 43,050 | $337.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 43,030 | $336.9K | 0.00% | +15,217+54.7% | Added |
| Savvy Advisors, Inc. | 42,703 | $334.4K | 0.01% | +42,703 | New |
| Susquehanna International Group, LLP | 41,955 | $328.5K | 0.00% | +17,836+73.9% | Added |
| CoreCap Advisors, LLC | 40,981 | $320.9K | 0.01% | +136+0.3% | Added |
| ORG Partners LLC | 40,809 | $319.8K | 0.06% | +768+1.9% | Added |
| RVW Wealth, LLC | 40,349 | $315.9K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 39,826 | $311.8K | 0.00% | −95−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 39,528 | $309.5K | 0.00% | −625−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,073 | $308.3K | 0.00% | −29,589−43.1% | Reduced |
| Nomura Holdings Inc | 37,375 | $292.6K | 0.00% | +37,375 | New |