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