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 $38.3M 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 | $38.3M |
| 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 | $52.7M |
| Q4 2023 | 28 | $53.1M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.6M |
| Q1 2023 | 29 | $50.8M |
| Q4 2022 | 32 | $52.7M |
| 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 | $51.9M |
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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12 | $227 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 223 | $4.17K | 0.00% | +223 | New |
| EverSource Wealth Advisors, LLC | 500 | $9.36K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,467 | $177.2K | 0.00% | −2,137−18.4% | Reduced |
| LPL Financial LLC | 10,199 | $190.9K | 0.00% | +10,199 | New |
| Atomi Financial Group, Inc. | 12,842 | $240.4K | 0.01% | +290+2.3% | Added |
| RSM US Wealth Management LLC | 12,944 | $243.1K | 0.00% | −18−0.1% | Reduced |
| Concorde Asset Management, LLC | 13,100 | $245.3K | 0.10% | +13,100 | New |
| Cetera Investment Advisers | 16,074 | $300.9K | 0.00% | +2,725+20.4% | Added |
| Commonwealth Equity Services, LLC | 18,299 | $343.0K | 0.00% | +18,299 | New |
| Invesco Ltd. | 18,364 | $343.8K | 0.00% | +18,364 | New |
| Melfa Wealth Management, LLC | 18,533 | $346.9K | 0.20% | +66+0.4% | Added |
| Sowell Financial Services LLC | 18,576 | $347.7K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,697 | $424.9K | 0.00% | −17,204−43.1% | Reduced |
| First Trust Advisors LP | 30,081 | $563.1K | 0.00% | +3,340+12.5% | Added |
| Fiera Capital Corp | 32,977 | $617.3K | 0.00% | +7,800+31.0% | Added |
| Venture Visionary Partners LLC | 41,709 | $780.8K | 0.03% | +23+0.1% | Added |
| Raymond James Financial Inc | 43,630 | $816.8K | 0.00% | +469+1.1% | Added |
| Nations Financial Group Inc, | 53,178 | $995.5K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 53,629 | $1.00M | 0.00% | −4,631−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 73,343 | $1.37M | 0.00% | +4,925+7.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 97,359 | $1.82M | 0.62% | −320.0% | Reduced |
| Morgan Stanley | 105,118 | $1.97M | 0.00% | −3,291−3.0% | Reduced |
| Envestnet Asset Management Inc | 110,393 | $2.07M | 0.00% | +5,456+5.2% | Added |
| Advisors Asset Management, Inc. | 155,953 | $2.92M | 0.05% | −878−0.6% | Reduced |
| Ameriprise Financial Inc | 203,429 | $3.80M | 0.00% | +5,493+2.8% | Added |
| Sit Investment Associates Inc | 1,228,685 | $23.0M | 0.47% | −132,815−9.8% | Reduced |
| 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 |