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, Q4 2025
Institutional positions in Nuveen Mortgage & Income Fund as of Dec 31, 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
- 32
- +4 vs. Q3 2025
- Shares held
- 2.43M
- +32.1K (+1.3%) vs. Q3 2025
- Total value
- $44.3M
- −$686.8K (−1.5%) vs. Q3 2025
- New holders
- 7
- 14 more added
- Sold out
- 3
- 9 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 150 | $2.73K | 0.00% | +150 | New |
| Rockefeller Capital Management L.P. | 229 | $4.17K | 0.00% | +6+2.7% | Added |
| EverSource Wealth Advisors, LLC | 500 | $9.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,384 | $25.2K | 0.02% | +1,384 | New |
| International Assets Investment Management, LLC | 2,960 | $53.8K | 0.00% | +2,960 | New |
| UBS Group AG | 7,065 | $128.5K | 0.00% | −2,402−25.4% | Reduced |
| RSM US Wealth Management LLC | 10,758 | $195.4K | 0.00% | −2,186−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,857 | $197.0K | 0.00% | +10,857 | New |
| LPL Financial LLC | 11,564 | $210.3K | 0.00% | +1,365+13.4% | Added |
| Stifel Financial Corp | 11,970 | $217.7K | 0.00% | +11,970 | New |
| Hennion & Walsh Asset Management, Inc. | 13,578 | $247.0K | 0.01% | +13,578 | New |
| Cetera Investment Advisers | 17,511 | $318.5K | 0.00% | +1,437+8.9% | Added |
| Sowell Financial Services LLC | 18,576 | $337.9K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 18,624 | $338.8K | 0.20% | +91+0.5% | Added |
| Closed-End Fund Advisors, Inc. | 20,810 | $378.5K | 0.22% | +20,810 | New |
| Baird Financial Group, Inc. | 21,851 | $397.5K | 0.00% | −846−3.7% | Reduced |
| Concorde Asset Management, LLC | 22,850 | $415.6K | 0.17% | +9,750+74.4% | Added |
| First Trust Advisors LP | 31,841 | $579.2K | 0.00% | +1,760+5.9% | Added |
| Invesco Ltd. | 38,179 | $694.5K | 0.00% | +19,815+107.9% | Added |
| Atomi Financial Group, Inc. | 41,705 | $758.6K | 0.02% | +28,863+224.8% | Added |
| Venture Visionary Partners LLC | 41,740 | $759.3K | 0.02% | +31+0.1% | Added |
| Raymond James Financial Inc | 43,672 | $794.4K | 0.00% | +42+0.1% | Added |
| Nations Financial Group Inc, | 48,428 | $880.9K | 0.05% | −4,750−8.9% | Reduced |
| Wells Fargo & Company | 50,102 | $911.4K | 0.00% | −3,527−6.6% | Reduced |
| Fiera Capital Corp | 67,693 | $1.23M | 0.00% | +34,716+105.3% | Added |
| Advisor Group Holdings, Inc. | 78,419 | $1.43M | 0.00% | +5,076+6.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 80,720 | $1.47M | 0.50% | −16,639−17.1% | Reduced |
| Morgan Stanley | 99,988 | $1.82M | 0.00% | −5,130−4.9% | Reduced |
| Envestnet Asset Management Inc | 123,701 | $2.25M | 0.00% | +13,308+12.1% | Added |
| Advisors Asset Management, Inc. | 155,352 | $2.83M | 0.05% | −601−0.4% | Reduced |
| Ameriprise Financial Inc | 249,900 | $4.55M | 0.00% | +46,471+22.8% | Added |
| Sit Investment Associates Inc | 1,090,797 | $19.8M | 0.39% | −137,888−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −18,299−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |