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, Q3 2025
Institutional positions in Nuveen Mortgage & Income Fund as of Sep 30, 2025. 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
- 28
- +3 vs. Q2 2025
- Shares held
- 2.40M
- −114.8K (−4.6%) vs. Q2 2025
- Total value
- $45.0M
- −$2.20M (−4.7%) vs. Q2 2025
- New holders
- 5
- 10 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,228,685 | $23.0M | 0.47% | −132,815−9.8% | Reduced |
| Ameriprise Financial Inc | 203,429 | $3.80M | 0.00% | +5,493+2.8% | Added |
| Advisors Asset Management, Inc. | 155,953 | $2.92M | 0.05% | −878−0.6% | Reduced |
| Envestnet Asset Management Inc | 110,393 | $2.07M | 0.00% | +5,456+5.2% | Added |
| Morgan Stanley | 105,118 | $1.97M | 0.00% | −3,291−3.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 97,359 | $1.82M | 0.62% | −320.0% | Reduced |
| Advisor Group Holdings, Inc. | 73,343 | $1.37M | 0.00% | +4,925+7.2% | Added |
| Wells Fargo & Company | 53,629 | $1.00M | 0.00% | −4,631−7.9% | Reduced |
| Nations Financial Group Inc, | 53,178 | $995.5K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 43,630 | $816.8K | 0.00% | +469+1.1% | Added |
| Venture Visionary Partners LLC | 41,709 | $780.8K | 0.03% | +23+0.1% | Added |
| Fiera Capital Corp | 32,977 | $617.3K | 0.00% | +7,800+31.0% | Added |
| First Trust Advisors LP | 30,081 | $563.1K | 0.00% | +3,340+12.5% | Added |
| Baird Financial Group, Inc. | 22,697 | $424.9K | 0.00% | −17,204−43.1% | Reduced |
| Sowell Financial Services LLC | 18,576 | $347.7K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 18,533 | $346.9K | 0.20% | +66+0.4% | Added |
| Invesco Ltd. | 18,364 | $343.8K | 0.00% | +18,364 | New |
| Commonwealth Equity Services, LLC | 18,299 | $343.0K | 0.00% | +18,299 | New |
| Cetera Investment Advisers | 16,074 | $300.9K | 0.00% | +2,725+20.4% | Added |
| Concorde Asset Management, LLC | 13,100 | $245.3K | 0.10% | +13,100 | New |
| RSM US Wealth Management LLC | 12,944 | $243.1K | 0.00% | −18−0.1% | Reduced |
| Atomi Financial Group, Inc. | 12,842 | $240.4K | 0.01% | +290+2.3% | Added |
| LPL Financial LLC | 10,199 | $190.9K | 0.00% | +10,199 | New |
| UBS Group AG | 9,467 | $177.2K | 0.00% | −2,137−18.4% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $9.36K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 223 | $4.17K | 0.00% | +223 | New |
| Comerica Bank | 12 | $227 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −31,267−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −13,259−100.0% | Sold out |