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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 16 | $120 | 0.00% | +3+23.1% | Added |
| Signaturefd, LLC | 150 | $1.13K | 0.00% | +4+2.7% | Added |
| Blue Bell Private Wealth Management, LLC | 300 | $2.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 377 | $2.70K | 0.00% | +377 | New |
| Highline Wealth Partners LLC | 500 | $3.76K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.76K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 550 | $4.14K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 612 | $4.60K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 726 | $5.39K | 0.00% | +726 | New |
| CWM, LLC | 866 | $6.51K | 0.00% | −3,824−81.5% | Reduced |
| MAI Capital Management | 1,000 | $7.52K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,200 | $9.00K | 0.00% | +1,200 | New |
| Bogart Wealth, LLC | 1,578 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,827 | $13.7K | 0.00% | +39+2.2% | Added |
| TD Waterhouse Canada Inc. | 2,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,076 | $15.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,128 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,376 | $17.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,871 | $21.6K | 0.02% | −1,039−26.6% | Reduced |
| Allworth Financial LP | 2,897 | $21.8K | 0.00% | −2,022−41.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,170 | $23.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,718 | $35.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4,850 | $36.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,214 | $39.2K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,400 | $40.6K | 0.00% | +5,400 | New |
| Asset Dedication, LLC | 5,580 | $42.0K | 0.00% | +5,580 | New |
| Axiom Investment Management LLC | 6,353 | $47.8K | 0.04% | +6,353 | New |
| Samalin Investment Counsel, LLC | 10,328 | $77.7K | 0.03% | +206+2.0% | Added |
| Ieq Capital, LLC | 10,378 | $78.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,416 | $78.3K | 0.00% | −6,024−36.6% | Reduced |
| Z3 Capital Partners, LLC | 10,462 | $78.7K | 0.02% | −2,412−18.7% | Reduced |
| Creative Planning | 10,494 | $78.9K | 0.00% | +10,494 | New |
| M.E. Allison & Co., Inc. | 10,788 | $81.1K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,273 | $84.8K | 0.00% | +10,507+1,371.7% | Added |
| Westbourne Investments, Inc. | 11,650 | $87.6K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,741 | $88.3K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,950 | $89.9K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,974 | $90.0K | 0.00% | +11,974 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,133 | $91.2K | 0.01% | −3,126−20.5% | Reduced |
| Chicago Partners Investment Group LLC | 12,190 | $91.8K | 0.00% | +142+1.2% | Added |
| OpenArc Corporate Advisory, LLC | 12,487 | $93.9K | 0.00% | +2,285+22.4% | Added |
| Wedbush Securities Inc | 12,436 | $94.0K | 0.00% | −2,710−17.9% | Reduced |
| Virtu Financial LLC | 12,694 | $95.0K | 0.00% | −84,246−86.9% | Reduced |
| Park Avenue Securities LLC | 12,624 | $95.0K | 0.00% | −5,276−29.5% | Reduced |
| Level Four Advisory Services, LLC | 12,747 | $95.9K | 0.00% | +295+2.4% | Added |
| Bank of New York Mellon Corp | 12,893 | $97.0K | 0.00% | +12,893 | New |
| ProVise Management Group, LLC | 12,970 | $97.5K | 0.01% | −1,238−8.7% | Reduced |
| Investment Management Trust, LLC | 13,020 | $97.9K | 0.10% | +13,020 | New |
| Burford Brothers, Inc. | 13,070 | $98.3K | 0.04% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 13,184 | $100.0K | 0.02% | +13,184 | New |
| Susquehanna International Group, LLP | 14,492 | $109.0K | 0.00% | −27,463−65.5% | Reduced |
| Atomi Financial Group, Inc. | 14,653 | $110.2K | 0.00% | +2,039+16.2% | Added |
| Stratos Wealth Advisors, LLC | 14,686 | $110.4K | 0.01% | +316+2.2% | Added |
| Brick & Kyle, Associates | 15,120 | $113.7K | 0.04% | +15,120 | New |
| Summit Financial, LLC | 14,986 | $113.9K | 0.00% | +535+3.7% | Added |
| Mariner, LLC | 15,728 | $114.8K | 0.00% | −6,632−29.7% | Reduced |
| Merit Financial Group, LLC | 15,270 | $114.8K | 0.00% | −4,038−20.9% | Reduced |
| Fund Advisors of America Inc | 15,905 | $119.6K | 0.12% | −7,489−32.0% | Reduced |
| NWF Advisory Services Inc. | 16,449 | $123.7K | 0.01% | −12,500−43.2% | Reduced |
| Boothbay Fund Management, LLC | 16,480 | $123.9K | 0.00% | +16,480 | New |
| Advisory Advocates, LLC | 16,534 | $124.3K | 0.13% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,550 | $124.5K | 0.09% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 16,954 | $127.5K | 0.01% | −8,709−33.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 17,321 | $130.3K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,038 | $132.2K | 0.00% | −21,035−53.8% | Reduced |
| Snowden Capital Advisors LLC | 17,453 | $132.6K | 0.00% | +17,453 | New |
| Farther Finance Advisors, LLC | 17,826 | $132.8K | 0.00% | +631+3.7% | Added |
| Investment Advisory Group, LLC | 17,984 | $135.2K | 0.03% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 18,978 | $142.7K | 0.09% | −4,766−20.1% | Reduced |
| Nations Financial Group Inc, | 19,985 | $150.3K | 0.01% | −81−0.4% | Reduced |
| Grove Bank & Trust | 20,000 | $150.4K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,312 | $152.7K | 0.00% | −2,664−11.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 21,269 | $159.9K | 0.03% | −370−1.7% | Reduced |
| Captrust Financial Advisors | 21,835 | $164.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,187 | $174.4K | 0.00% | +23,187 | New |
| Next Capital Management LLC | 23,402 | $176.0K | 0.05% | −6,456−21.6% | Reduced |
| Centurion Wealth Management LLC | 23,924 | $179.9K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 25,248 | $189.9K | 0.00% | −1,625−6.0% | Reduced |
| Sheets Smith Wealth Management | 26,010 | $195.6K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 28,452 | $214.0K | 0.01% | −14,251−33.4% | Reduced |
| Mercer Global Advisors Inc | 28,572 | $214.9K | 0.00% | +6,602+30.1% | Added |
| Sanctuary Advisors, LLC | 29,336 | $220.6K | 0.00% | −204−0.7% | Reduced |
| Blueline Advisors LLC | 29,524 | $223.2K | 0.17% | +17,656+148.8% | Added |
| HBK Sorce Advisory LLC | 30,119 | $226.8K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 31,445 | $236.5K | 0.03% | −4,015−11.3% | Reduced |
| Integrated Wealth Concepts LLC | 31,703 | $238.4K | 0.00% | +810+2.6% | Added |
| Nomura Holdings Inc | 32,038 | $240.9K | 0.00% | −5,337−14.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 32,381 | $243.5K | 0.25% | −83−0.3% | Reduced |
| CoreCap Advisors, LLC | 34,368 | $258.4K | 0.01% | −6,613−16.1% | Reduced |
| E&G Advisors, LP | 35,729 | $268.7K | 0.06% | −600−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 39,582 | $297.7K | 0.00% | +54+0.1% | Added |
| RVW Wealth, LLC | 40,349 | $303.4K | 0.02% | 00.0% | Unchanged |
| Calamos Advisors LLC | 40,414 | $303.9K | 0.00% | +40,414 | New |
| Spire Wealth Management | 40,500 | $304.6K | 0.01% | −3,000−6.9% | Reduced |
| Golden State Equity Partners | 40,509 | $304.6K | 0.02% | +40,509 | New |
| Koshinski Asset Management, Inc. | 40,838 | $307.1K | 0.02% | −4,933−10.8% | Reduced |
| Conning Inc. | 43,050 | $323.7K | 0.01% | 00.0% | Unchanged |