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 |
|---|---|---|---|---|---|
| Coquina Private Wealth LLC | 44,406 | $333.9K | 0.27% | −1,044−2.3% | Reduced |
| Colony Group, LLC | 44,438 | $334.2K | 0.00% | +44,438 | New |
| Fortitude Advisory Group L.L.C. | 45,781 | $344.3K | 0.15% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 46,000 | $356.0K | 0.12% | −67,966−59.6% | Reduced |
| Oppenheimer & Co Inc | 49,355 | $371.1K | 0.00% | −6,149−11.1% | Reduced |
| World Equity Group, Inc. | 51,693 | $388.7K | 0.10% | +2,740+5.6% | Added |
| New England Private Wealth Advisors LLC | 52,431 | $394.3K | 0.05% | +52,431 | New |
| Collar Capital Management, LLC | 54,383 | $409.0K | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55,550 | $417.7K | 0.00% | −2,365−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 56,080 | $421.7K | 0.00% | −1,736−3.0% | Reduced |
| Seelaus Asset Management LLC | 60,908 | $458.0K | 0.33% | −8,685−12.5% | Reduced |
| Stifel Financial Corp | 62,765 | $472.0K | 0.00% | −2,719−4.2% | Reduced |
| Landscape Capital Management, L.L.C. | 64,399 | $484.3K | 0.03% | −186,795−74.4% | Reduced |
| Private Advisor Group, LLC | 65,150 | $489.9K | 0.00% | +22,120+51.4% | Added |
| Edgemoor Investment Advisors, Inc. | 68,421 | $514.5K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 69,973 | $526.2K | 0.15% | +200.0% | Added |
| Gladstone Institutional Advisory LLC | 72,455 | $544.9K | 0.02% | +4,000+5.8% | Added |
| First Trust Advisors LP | 73,865 | $555.5K | 0.00% | −11,343−13.3% | Reduced |
| Robinson Capital Management, LLC | 73,895 | $556.4K | 0.25% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 74,365 | $559.2K | 0.15% | −12,098−14.0% | Reduced |
| Cerity Partners LLC | 74,526 | $560.4K | 0.00% | +34,700+87.1% | Added |
| Blackhawk Capital Partners LLC. | 75,620 | $568.7K | 0.21% | −9,100−10.7% | Reduced |
| Yakira Capital Management, Inc. | 77,778 | $584.9K | 0.17% | −1,728−2.2% | Reduced |
| Independent Financial Group, LLC | 80,653 | $606.5K | 0.01% | −13,655−14.5% | Reduced |
| CastleKnight Management LP | 87,400 | $657.2K | 0.03% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 94,360 | $709.6K | 0.60% | +94,360 | New |
| HighTower Advisors, LLC | 96,535 | $725.9K | 0.00% | −12,842−11.7% | Reduced |
| Sigma Planning Corp | 97,973 | $736.8K | 0.02% | +100.0% | Added |
| Janney Montgomery Scott LLC | 99,789 | $750.0K | 0.00% | −436−0.4% | Reduced |
| Kestra Advisory Services, LLC | 101,759 | $765.2K | 0.00% | +37,331+57.9% | Added |
| RSM US Wealth Management LLC | 101,280 | $768.3K | 0.01% | −55,060−35.2% | Reduced |
| XTX Topco Ltd | 103,506 | $778.4K | 0.01% | −23,255−18.3% | Reduced |
| Melfa Wealth Management, LLC | 107,219 | $806.3K | 0.46% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 112,678 | $847.3K | 0.48% | +112,678 | New |
| Thrivent Financial for Lutherans | 117,669 | $885.0K | 0.00% | −2,159−1.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 119,308 | $897.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 125,266 | $942.0K | 0.01% | +8,832+7.6% | Added |
| Quarry LP | 150,100 | $1.13M | 0.23% | +34,728+30.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 165,262 | $1.24M | 0.00% | −25,087−13.2% | Reduced |
| Kovack Advisors, Inc. | 168,666 | $1.26M | 0.07% | +81,831+94.2% | Added |
| Advisor Group Holdings, Inc. | 186,804 | $1.40M | 0.00% | −30,090−13.9% | Reduced |
| Readystate Asset Management LP | 196,077 | $1.47M | 0.09% | +67,158+52.1% | Added |
| Hourglass Capital, LLC | 197,523 | $1.49M | 0.31% | +197,523 | New |
| Aviance Capital Partners, LLC | 199,524 | $1.50M | 0.18% | +14,682+7.9% | Added |
| GWM Advisors LLC | 223,845 | $1.68M | 0.01% | +29,096+14.9% | Added |
| Capital Investment Advisors, LLC | 224,467 | $1.69M | 0.02% | −11,455−4.9% | Reduced |
| Harbour Investments, Inc. | 239,614 | $1.80M | 0.03% | +115,645+93.3% | Added |
| RFG Advisory, LLC | 239,830 | $1.80M | 0.03% | +92,896+63.2% | Added |
| Matisse Capital | 250,000 | $1.88M | 0.80% | +250,000 | New |
| Wolverine Asset Management LLC | 271,051 | $2.04M | 0.03% | −16,094−5.6% | Reduced |
| International Assets Investment Management, LLC | 289,156 | $2.15M | 0.15% | +6,059+2.1% | Added |
| Commonwealth Equity Services, LLC | 298,104 | $2.24M | 0.00% | −23,647−7.3% | Reduced |
| Saba Capital Management, L.P. | 300,025 | $2.26M | 0.07% | +300,025 | New |
| Jane Street Group, LLC | 304,722 | $2.29M | 0.00% | −241,689−44.2% | Reduced |
| Baird Financial Group, Inc. | 305,520 | $2.30M | 0.00% | −603−0.2% | Reduced |
| GraniteShares Advisors LLC | 309,750 | $2.33M | 1.68% | −35,454−10.3% | Reduced |
| City of London Investment Management Co Ltd | 384,140 | $2.89M | 0.21% | +20,000+5.5% | Added |
| Absolute Investment Advisers LLC | 391,237 | $2.94M | 0.35% | +102,055+35.3% | Added |
| Coastal Bridge Advisors, LLC | 406,970 | $3.06M | 0.22% | −46,858−10.3% | Reduced |
| Almitas Capital LLC | 411,628 | $3.10M | 0.70% | +293,680+249.0% | Added |
| Cetera Investment Advisers | 453,542 | $3.41M | 0.00% | +62,761+16.1% | Added |
| Envestnet Asset Management Inc | 474,087 | $3.57M | 0.00% | −262,604−35.6% | Reduced |
| Logan Stone Capital, LLC | 502,052 | $3.78M | 1.05% | −780,696−60.9% | Reduced |
| Ethos Financial Group, LLC | 646,392 | $5.06M | 0.37% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 713,294 | $5.36M | 1.82% | −163,662−18.7% | Reduced |
| Rockefeller Capital Management L.P. | 730,397 | $5.49M | 0.01% | −30,116−4.0% | Reduced |
| Kanen Wealth Management LLC | 813,234 | $6.12M | 2.20% | +45,800+6.0% | Added |
| Ameriprise Financial Inc | 831,940 | $6.25M | 0.00% | +64,649+8.4% | Added |
| Cohen & Steers, Inc. | 853,263 | $6.42M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 914,688 | $6.88M | 0.00% | +92,204+11.2% | Added |
| Balyasny Asset Management LLC | 939,188 | $7.06M | 0.01% | −64,517−6.4% | Reduced |
| Royal Bank of Canada | 1,279,118 | $9.62M | 0.00% | +178,977+16.3% | Added |
| Advisors Asset Management, Inc. | 1,552,425 | $11.7M | 0.19% | +145,634+10.4% | Added |
| Raymond James Financial Inc | 1,576,414 | $11.9M | 0.00% | +193,420+14.0% | Added |
| Icon Advisers Inc | 1,716,759 | $12.9M | 2.98% | +19,288+1.1% | Added |
| Cyndeo Wealth Partners, LLC | 1,795,370 | $13.5M | 0.71% | +265,100+17.3% | Added |
| Bank of America Corp | 1,915,221 | $14.4M | 0.00% | −144,584−7.0% | Reduced |
| Guggenheim Capital LLC | 1,946,861 | $14.6M | 0.12% | −248,080−11.3% | Reduced |
| 1607 Capital Partners, LLC | 2,164,618 | $16.3M | 1.17% | +1,673,949+341.2% | Added |
| Wells Fargo & Company | 2,493,861 | $18.8M | 0.00% | +877,608+54.3% | Added |
| LPL Financial LLC | 2,624,135 | $19.7M | 0.01% | −279,246−9.6% | Reduced |
| Penserra Capital Management LLC | 2,782,303 | $20.9M | 0.25% | +257,602+10.2% | Added |
| Loomis Sayles & Co L P | 2,897,039 | $21.8M | 0.03% | +2,897,039 | New |
| Invesco Ltd. | 2,944,594 | $22.1M | 0.00% | +19,925+0.7% | Added |
| Congress Park Capital LLC | 3,121,323 | $23.5M | 7.21% | +936,565+42.9% | Added |
| Sit Investment Associates Inc | 4,639,416 | $34.9M | 0.71% | +61,751+1.3% | Added |
| Morgan Stanley | 6,069,659 | $45.6M | 0.00% | −389,647−6.0% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −2,772,908−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −633,488−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −372,650−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −279,508−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −252,524−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −209,907−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −47,939−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −47,308−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −29,201−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −29,181−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,158−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −25,881−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,849−100.0% | Sold out |