Nuveen Mortgage & Income Fund
JLS- Exchange
- NYSE
- SEC CIK
- 0001472215
No open-market purchases or sales by Nuveen Mortgage & Income Fund insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $38.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Mortgage & 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
- 32
- 0 vs. Q1 2026
- Shares held
- 2.20M
- −161.6K (−6.8%) vs. Q1 2026
- Total value
- $38.5M
- −$4.38M (−10.2%) vs. Q1 2026
- New holders
- 1
- 13 more added
- Sold out
- 1
- 10 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JLS 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 | 32 | $38.5M |
| Q1 2026 | 32 | $42.9M |
| Q4 2025 | 32 | $44.3M |
| Q3 2025 | 28 | $45.0M |
| Q2 2025 | 25 | $47.2M |
| Q1 2025 | 26 | $50.2M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 34 | $53.6M |
| Q2 2024 | 30 | $46.7M |
| Q1 2024 | 29 | $55.9M |
| Q4 2023 | 28 | $54.3M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.9M |
| Q1 2023 | 29 | $58.7M |
| Q4 2022 | 32 | $54.1M |
| Q3 2022 | 33 | $49.2M |
| Q2 2022 | 37 | $49.7M |
| Q1 2022 | 35 | $52.4M |
| Q4 2021 | 28 | $57.8M |
| Q3 2021 | 30 | $54.6M |
| Q2 2021 | 30 | $53.0M |
| Q1 2021 | 31 | $52.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 878,972 | $15.4M | 0.29% | −81,283−8.5% | Reduced |
| Ameriprise Financial Inc | 368,549 | $6.43M | 0.00% | +72,044+24.3% | Added |
| Advisors Asset Management, Inc. | 87,984 | $1.54M | 0.02% | −68,742−43.9% | Reduced |
| Morgan Stanley | 86,892 | $1.52M | 0.00% | −6,705−7.2% | Reduced |
| Fiera Capital Corp | 67,056 | $1.17M | 0.00% | +1,696+2.6% | Added |
| Invesco Ltd. | 59,947 | $1.05M | 0.00% | +9,512+18.9% | Added |
| Advisor Group Holdings, Inc. | 58,822 | $1.03M | 0.00% | +1,407+2.5% | Added |
| Envestnet Asset Management Inc | 57,224 | $1.00M | 0.00% | −60,536−51.4% | Reduced |
| Wells Fargo & Company | 51,635 | $902.5K | 0.00% | +1,391+2.8% | Added |
| Raymond James Financial Inc | 49,360 | $862.7K | 0.00% | +1,649+3.5% | Added |
| Nations Financial Group Inc, | 48,428 | $846.4K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 46,782 | $817.7K | 0.02% | +25+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 44,897 | $784.7K | 0.24% | −27,742−38.2% | Reduced |
| Atomi Financial Group, Inc. | 41,876 | $731.9K | 0.02% | +267+0.6% | Added |
| First Trust Advisors LP | 37,080 | $648.1K | 0.00% | +1,204+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,944 | $593.3K | 0.02% | +4,361+14.7% | Added |
| Clear Street Group Inc. | 26,256 | $458.9K | 0.00% | +26,256 | New |
| Cambridge Investment Research Advisors, Inc. | 23,772 | $416.0K | 0.00% | +11,893+100.1% | Added |
| Baird Financial Group, Inc. | 21,950 | $383.6K | 0.00% | −141−0.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 20,710 | $362.0K | 0.35% | −100−0.5% | Reduced |
| LPL Financial LLC | 19,816 | $346.3K | 0.00% | +680+3.6% | Added |
| Cetera Investment Advisers | 19,021 | $332.4K | 0.00% | −21,017−52.5% | Reduced |
| Melfa Wealth Management, LLC | 18,744 | $327.6K | 0.18% | +73+0.4% | Added |
| Sowell Financial Services LLC | 18,576 | $324.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,962 | $209.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,760 | $48.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 679 | $11.9K | 0.00% | −557−45.1% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $8.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 296 | $5.17K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 193 | $3.38K | 0.00% | −158−45.0% | Reduced |
| Highline Wealth Partners LLC | 150 | $2.62K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −27,080−100.0% | Sold out |