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, Q2 2026
Institutional positions in Nuveen Floating Rate Income Fund as of Jun 30, 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
- 174
- −11 vs. Q1 2026
- Shares held
- 59.7M
- −142.1K (−0.2%) vs. Q1 2026
- Total value
- $458.0M
- +$7.75M (+1.7%) vs. Q1 2026
- New holders
- 16
- 58 more added
- Sold out
- 27
- 53 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yakira Capital Management, Inc. | 47,378 | $363.4K | 0.11% | −30,400−39.1% | Reduced |
| CoreCap Advisors, LLC | 47,474 | $364.1K | 0.01% | +13,106+38.1% | Added |
| New England Private Wealth Advisors LLC | 52,431 | $401.1K | 0.04% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 53,397 | $409.6K | 0.24% | −986−1.8% | Reduced |
| Oppenheimer & Co Inc | 54,139 | $415.2K | 0.00% | +4,784+9.7% | Added |
| Fortitude Advisory Group L.L.C. | 54,980 | $421.7K | 0.16% | +9,199+20.1% | Added |
| Stifel Financial Corp | 56,669 | $434.6K | 0.00% | −6,096−9.7% | Reduced |
| World Equity Group, Inc. | 57,298 | $439.5K | 0.10% | +5,605+10.8% | Added |
| Virtus Investment Advisers, Inc. | 57,539 | $441.3K | 0.10% | −16,826−22.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,823 | $481.9K | 0.00% | +7,273+13.1% | Added |
| Independent Financial Group, LLC | 63,591 | $487.7K | 0.01% | −17,062−21.2% | Reduced |
| Seelaus Asset Management LLC | 63,592 | $487.8K | 0.34% | +2,684+4.4% | Added |
| Cerity Partners LLC | 64,526 | $494.9K | 0.00% | −10,000−13.4% | Reduced |
| XTX Topco Ltd | 68,111 | $522.4K | 0.01% | −35,395−34.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 68,421 | $524.8K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 68,718 | $527.1K | 0.00% | +12,638+22.5% | Added |
| Gill Capital Partners, LLC | 69,043 | $529.6K | 0.14% | −930−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 71,605 | $549.2K | 0.02% | −850−1.2% | Reduced |
| First Trust Advisors LP | 72,748 | $558.0K | 0.00% | −1,117−1.5% | Reduced |
| Robinson Capital Management, LLC | 73,895 | $566.8K | 0.25% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 75,620 | $580.0K | 0.19% | 00.0% | Unchanged |
| CastleKnight Management LP | 87,400 | $670.4K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 87,957 | $674.6K | 0.00% | −13,802−13.6% | Reduced |
| Janney Montgomery Scott LLC | 94,512 | $725.0K | 0.00% | −5,277−5.3% | Reduced |
| Thrivent Financial for Lutherans | 106,834 | $819.0K | 0.00% | −10,835−9.2% | Reduced |
| Melfa Wealth Management, LLC | 107,219 | $822.4K | 0.44% | 00.0% | Unchanged |
| Sigma Planning Corp | 113,279 | $868.8K | 0.02% | +15,306+15.6% | Added |
| Horizon Kinetics Asset Management LLC | 118,450 | $908.5K | 0.01% | −858−0.7% | Reduced |
| RSM US Wealth Management LLC | 138,875 | $1.07M | 0.01% | +37,595+37.1% | Added |
| Advisory Services Network, LLC | 149,412 | $1.15M | 0.01% | +24,146+19.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 174,914 | $1.34M | 0.00% | +9,652+5.8% | Added |
| Aviance Capital Partners, LLC | 187,284 | $1.44M | 0.15% | −12,240−6.1% | Reduced |
| Hourglass Capital, LLC | 193,824 | $1.49M | 0.29% | −3,699−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 204,292 | $1.57M | 0.00% | +17,488+9.4% | Added |
| Kovack Advisors, Inc. | 208,325 | $1.60M | 0.08% | +39,659+23.5% | Added |
| Capital Investment Advisors, LLC | 216,825 | $1.66M | 0.02% | −7,642−3.4% | Reduced |
| CF Capital LLC | 222,501 | $1.71M | 2.05% | +222,501 | New |
| RFG Advisory, LLC | 227,248 | $1.74M | 0.03% | −12,582−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 234,220 | $1.80M | 0.00% | −63,884−21.4% | Reduced |
| Harbour Investments, Inc. | 245,449 | $1.88M | 0.03% | +5,835+2.4% | Added |
| Matisse Capital | 250,000 | $1.92M | 0.77% | 00.0% | Unchanged |
| Atlas Wealth LLC | 271,569 | $2.08M | 0.30% | +271,569 | New |
| GWM Advisors LLC | 277,570 | $2.13M | 0.01% | +53,725+24.0% | Added |
| International Assets Investment Management, LLC | 286,282 | $2.20M | 0.13% | −2,874−1.0% | Reduced |
| Baird Financial Group, Inc. | 292,973 | $2.25M | 0.00% | −12,547−4.1% | Reduced |
| GraniteShares Advisors LLC | 356,400 | $2.73M | 1.76% | +46,650+15.1% | Added |
| J.W. Cole Advisors, Inc. | 381,673 | $2.93M | 0.05% | +381,673 | New |
| Cetera Investment Advisers | 405,966 | $3.11M | 0.00% | −47,576−10.5% | Reduced |
| Coastal Bridge Advisors, LLC | 414,174 | $3.18M | 0.20% | +7,204+1.8% | Added |
| Almitas Capital LLC | 435,208 | $3.34M | 0.80% | +23,580+5.7% | Added |
| Ethos Financial Group, LLC | 581,044 | $4.46M | 0.30% | −65,348−10.1% | Reduced |
| Envestnet Asset Management Inc | 691,859 | $5.31M | 0.00% | +217,772+45.9% | Added |
| Rockefeller Capital Management L.P. | 722,018 | $5.54M | 0.01% | −8,379−1.1% | Reduced |
| Ameriprise Financial Inc | 805,512 | $6.18M | 0.00% | −26,428−3.2% | Reduced |
| Cohen & Steers, Inc. | 853,263 | $6.54M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 912,982 | $7.00M | 0.00% | −1,706−0.2% | Reduced |
| Kanen Wealth Management LLC | 959,147 | $7.37M | 1.80% | +145,913+17.9% | Added |
| Icon Advisers Inc | 971,097 | $7.45M | 1.40% | −745,662−43.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,111,921 | $8.53M | 2.62% | +398,627+55.9% | Added |
| 1607 Capital Partners, LLC | 1,218,608 | $9.35M | 0.81% | −946,010−43.7% | Reduced |
| Royal Bank of Canada | 1,301,970 | $9.99M | 0.00% | +22,852+1.8% | Added |
| Raymond James Financial Inc | 1,782,406 | $13.7M | 0.00% | +205,992+13.1% | Added |
| Guggenheim Capital LLC | 1,822,745 | $14.0M | 0.09% | −124,116−6.4% | Reduced |
| Advisors Asset Management, Inc. | 1,827,295 | $14.0M | 0.21% | +274,870+17.7% | Added |
| Cyndeo Wealth Partners, LLC | 1,999,420 | $15.3M | 0.72% | +204,050+11.4% | Added |
| Bank of America Corp | 2,029,187 | $15.6M | 0.00% | +113,966+6.0% | Added |
| Wells Fargo & Company | 2,604,993 | $20.0M | 0.00% | +111,132+4.5% | Added |
| LPL Financial LLC | 2,621,477 | $20.1M | 0.00% | −2,658−0.1% | Reduced |
| Penserra Capital Management LLC | 2,892,702 | $22.2M | 0.17% | +110,399+4.0% | Added |
| Invesco Ltd. | 2,935,750 | $22.5M | 0.00% | −8,844−0.3% | Reduced |
| Loomis Sayles & Co L P | 2,973,326 | $22.8M | 0.03% | +76,287+2.6% | Added |
| Congress Park Capital LLC | 3,477,794 | $26.7M | 7.20% | +356,471+11.4% | Added |
| Sit Investment Associates Inc | 4,082,097 | $31.3M | 0.59% | −557,319−12.0% | Reduced |
| Morgan Stanley | 9,031,373 | $69.3M | 0.00% | +2,961,714+48.8% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −939,188−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −502,052−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −391,237−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −304,722−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −300,025−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −271,051−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −196,077−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −150,100−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −112,678−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −94,360−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −64,399−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −40,509−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −32,038−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,686−100.0% | Sold out |
| Investment Management Trust, LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,893−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,694−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| Z3 Capital Partners, LLC | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −10,328−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −377−100.0% | Sold out |