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 2026
Institutional positions in Nuveen Floating Rate Income Fund as of Mar 31, 2026. 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
- 187
- +2 vs. Q4 2025
- Shares held
- 59.9M
- +1.78M (+3.1%) vs. Q4 2025
- Total value
- $450.4M
- −$4.45M (−1.0%) vs. Q4 2025
- New holders
- 25
- 50 more added
- Sold out
- 23
- 68 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,069,659 | $45.6M | 0.00% | −389,647−6.0% | Reduced |
| Sit Investment Associates Inc | 4,639,416 | $34.9M | 0.71% | +61,751+1.3% | Added |
| Congress Park Capital LLC | 3,121,323 | $23.5M | 7.21% | +936,565+42.9% | Added |
| Invesco Ltd. | 2,944,594 | $22.1M | 0.00% | +19,925+0.7% | Added |
| Loomis Sayles & Co L P | 2,897,039 | $21.8M | 0.03% | +2,897,039 | New |
| Penserra Capital Management LLC | 2,782,303 | $20.9M | 0.25% | +257,602+10.2% | Added |
| LPL Financial LLC | 2,624,135 | $19.7M | 0.01% | −279,246−9.6% | Reduced |
| Wells Fargo & Company | 2,493,861 | $18.8M | 0.00% | +877,608+54.3% | Added |
| 1607 Capital Partners, LLC | 2,164,618 | $16.3M | 1.17% | +1,673,949+341.2% | Added |
| Guggenheim Capital LLC | 1,946,861 | $14.6M | 0.12% | −248,080−11.3% | Reduced |
| Bank of America Corp | 1,915,221 | $14.4M | 0.00% | −144,584−7.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,795,370 | $13.5M | 0.71% | +265,100+17.3% | Added |
| Icon Advisers Inc | 1,716,759 | $12.9M | 2.98% | +19,288+1.1% | Added |
| Raymond James Financial Inc | 1,576,414 | $11.9M | 0.00% | +193,420+14.0% | Added |
| Advisors Asset Management, Inc. | 1,552,425 | $11.7M | 0.19% | +145,634+10.4% | Added |
| Royal Bank of Canada | 1,279,118 | $9.62M | 0.00% | +178,977+16.3% | Added |
| Balyasny Asset Management LLC | 939,188 | $7.06M | 0.01% | −64,517−6.4% | Reduced |
| UBS Group AG | 914,688 | $6.88M | 0.00% | +92,204+11.2% | Added |
| Cohen & Steers, Inc. | 853,263 | $6.42M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 831,940 | $6.25M | 0.00% | +64,649+8.4% | Added |
| Kanen Wealth Management LLC | 813,234 | $6.12M | 2.20% | +45,800+6.0% | Added |
| Rockefeller Capital Management L.P. | 730,397 | $5.49M | 0.01% | −30,116−4.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 713,294 | $5.36M | 1.82% | −163,662−18.7% | Reduced |
| Ethos Financial Group, LLC | 646,392 | $5.06M | 0.37% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 502,052 | $3.78M | 1.05% | −780,696−60.9% | Reduced |
| Envestnet Asset Management Inc | 474,087 | $3.57M | 0.00% | −262,604−35.6% | Reduced |
| Cetera Investment Advisers | 453,542 | $3.41M | 0.00% | +62,761+16.1% | Added |
| Almitas Capital LLC | 411,628 | $3.10M | 0.70% | +293,680+249.0% | Added |
| Coastal Bridge Advisors, LLC | 406,970 | $3.06M | 0.22% | −46,858−10.3% | Reduced |
| Absolute Investment Advisers LLC | 391,237 | $2.94M | 0.35% | +102,055+35.3% | Added |
| City of London Investment Management Co Ltd | 384,140 | $2.89M | 0.21% | +20,000+5.5% | Added |
| GraniteShares Advisors LLC | 309,750 | $2.33M | 1.68% | −35,454−10.3% | Reduced |
| Baird Financial Group, Inc. | 305,520 | $2.30M | 0.00% | −603−0.2% | Reduced |
| Jane Street Group, LLC | 304,722 | $2.29M | 0.00% | −241,689−44.2% | Reduced |
| Saba Capital Management, L.P. | 300,025 | $2.26M | 0.07% | +300,025 | New |
| Commonwealth Equity Services, LLC | 298,104 | $2.24M | 0.00% | −23,647−7.3% | Reduced |
| International Assets Investment Management, LLC | 289,156 | $2.15M | 0.15% | +6,059+2.1% | Added |
| Wolverine Asset Management LLC | 271,051 | $2.04M | 0.03% | −16,094−5.6% | Reduced |
| Matisse Capital | 250,000 | $1.88M | 0.80% | +250,000 | New |
| RFG Advisory, LLC | 239,830 | $1.80M | 0.03% | +92,896+63.2% | Added |
| Harbour Investments, Inc. | 239,614 | $1.80M | 0.03% | +115,645+93.3% | Added |
| Capital Investment Advisors, LLC | 224,467 | $1.69M | 0.02% | −11,455−4.9% | Reduced |
| GWM Advisors LLC | 223,845 | $1.68M | 0.01% | +29,096+14.9% | Added |
| Aviance Capital Partners, LLC | 199,524 | $1.50M | 0.18% | +14,682+7.9% | Added |
| Hourglass Capital, LLC | 197,523 | $1.49M | 0.31% | +197,523 | New |
| Readystate Asset Management LP | 196,077 | $1.47M | 0.09% | +67,158+52.1% | Added |
| Advisor Group Holdings, Inc. | 186,804 | $1.40M | 0.00% | −30,090−13.9% | Reduced |
| Kovack Advisors, Inc. | 168,666 | $1.26M | 0.07% | +81,831+94.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 165,262 | $1.24M | 0.00% | −25,087−13.2% | Reduced |
| Quarry LP | 150,100 | $1.13M | 0.23% | +34,728+30.1% | Added |
| Advisory Services Network, LLC | 125,266 | $942.0K | 0.01% | +8,832+7.6% | Added |
| Horizon Kinetics Asset Management LLC | 119,308 | $897.2K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 117,669 | $885.0K | 0.00% | −2,159−1.8% | Reduced |
| Arlington Capital Management, Inc. | 112,678 | $847.3K | 0.48% | +112,678 | New |
| Melfa Wealth Management, LLC | 107,219 | $806.3K | 0.46% | 00.0% | Unchanged |
| XTX Topco Ltd | 103,506 | $778.4K | 0.01% | −23,255−18.3% | Reduced |
| RSM US Wealth Management LLC | 101,280 | $768.3K | 0.01% | −55,060−35.2% | Reduced |
| Kestra Advisory Services, LLC | 101,759 | $765.2K | 0.00% | +37,331+57.9% | Added |
| Janney Montgomery Scott LLC | 99,789 | $750.0K | 0.00% | −436−0.4% | Reduced |
| Sigma Planning Corp | 97,973 | $736.8K | 0.02% | +100.0% | Added |
| HighTower Advisors, LLC | 96,535 | $725.9K | 0.00% | −12,842−11.7% | Reduced |
| Ionic Capital Management LLC | 94,360 | $709.6K | 0.60% | +94,360 | New |
| CastleKnight Management LP | 87,400 | $657.2K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 80,653 | $606.5K | 0.01% | −13,655−14.5% | Reduced |
| Yakira Capital Management, Inc. | 77,778 | $584.9K | 0.17% | −1,728−2.2% | Reduced |
| Blackhawk Capital Partners LLC. | 75,620 | $568.7K | 0.21% | −9,100−10.7% | Reduced |
| Cerity Partners LLC | 74,526 | $560.4K | 0.00% | +34,700+87.1% | Added |
| Virtus Investment Advisers, Inc. | 74,365 | $559.2K | 0.15% | −12,098−14.0% | Reduced |
| Robinson Capital Management, LLC | 73,895 | $556.4K | 0.25% | 00.0% | Unchanged |
| First Trust Advisors LP | 73,865 | $555.5K | 0.00% | −11,343−13.3% | Reduced |
| Gladstone Institutional Advisory LLC | 72,455 | $544.9K | 0.02% | +4,000+5.8% | Added |
| Gill Capital Partners, LLC | 69,973 | $526.2K | 0.15% | +200.0% | Added |
| Edgemoor Investment Advisors, Inc. | 68,421 | $514.5K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 65,150 | $489.9K | 0.00% | +22,120+51.4% | Added |
| Landscape Capital Management, L.L.C. | 64,399 | $484.3K | 0.03% | −186,795−74.4% | Reduced |
| Stifel Financial Corp | 62,765 | $472.0K | 0.00% | −2,719−4.2% | Reduced |
| Seelaus Asset Management LLC | 60,908 | $458.0K | 0.33% | −8,685−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 56,080 | $421.7K | 0.00% | −1,736−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 55,550 | $417.7K | 0.00% | −2,365−4.1% | Reduced |
| Collar Capital Management, LLC | 54,383 | $409.0K | 0.26% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 52,431 | $394.3K | 0.05% | +52,431 | New |
| World Equity Group, Inc. | 51,693 | $388.7K | 0.10% | +2,740+5.6% | Added |
| Oppenheimer & Co Inc | 49,355 | $371.1K | 0.00% | −6,149−11.1% | Reduced |
| Shaker Financial Services, LLC | 46,000 | $356.0K | 0.12% | −67,966−59.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 45,781 | $344.3K | 0.15% | 00.0% | Unchanged |
| Colony Group, LLC | 44,438 | $334.2K | 0.00% | +44,438 | New |
| Coquina Private Wealth LLC | 44,406 | $333.9K | 0.27% | −1,044−2.3% | Reduced |
| Conning Inc. | 43,050 | $323.7K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 40,838 | $307.1K | 0.02% | −4,933−10.8% | Reduced |
| Golden State Equity Partners | 40,509 | $304.6K | 0.02% | +40,509 | New |
| Spire Wealth Management | 40,500 | $304.6K | 0.01% | −3,000−6.9% | Reduced |
| Calamos Advisors LLC | 40,414 | $303.9K | 0.00% | +40,414 | New |
| RVW Wealth, LLC | 40,349 | $303.4K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 39,582 | $297.7K | 0.00% | +54+0.1% | Added |
| E&G Advisors, LP | 35,729 | $268.7K | 0.06% | −600−1.7% | Reduced |
| CoreCap Advisors, LLC | 34,368 | $258.4K | 0.01% | −6,613−16.1% | Reduced |
| Closed-End Fund Advisors, Inc. | 32,381 | $243.5K | 0.25% | −83−0.3% | Reduced |
| Nomura Holdings Inc | 32,038 | $240.9K | 0.00% | −5,337−14.3% | Reduced |
| Integrated Wealth Concepts LLC | 31,703 | $238.4K | 0.00% | +810+2.6% | Added |
| Calton & Associates, Inc. | 31,445 | $236.5K | 0.03% | −4,015−11.3% | Reduced |